NORTHERN TRUST CORP — 13F Holdings & Portfolio

CIK 73124 · latest 13F-HR filed 2026-05-14

NORTHERN TRUST CORP manages $756.58B in 13F-reported U.S. long-equity assets across 19,864 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.05%), AAPL (3.63%), MSFT (2.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 131 new positions, exited 184, added to 1,776, and trimmed 1,713.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$756.58B

Long-equity book

Holdings

19,864

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+131 / −184 / ↑1776 / ↓1713

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$2.08B +40.2%
  • FLEXSHARES TR$1.21B +40.1%
  • JOHNSON & JOHNSON$1.11B +18.3%
  • CHEVRON CORPORATION$1.03B +32.4%
  • APPLIED MATLS INC$691.4M +29.9%
Show all 1776

Top Trims

  • MICROSOFT CORP-$9.08B -23.5%
  • APPLE INC-$3.26B -7.5%
  • NVIDIA CORPORATION-$3.25B -6.9%
  • TESLA INC-$2.07B -17.8%
  • AMAZON COM INC-$2.06B -9.4%
Show all 1713

New Positions

  • ASTRAZENECA PLC$459.0M
  • AMCOR PLC$149.9M
  • PINNACLE FINL PARTNERS INC$122.4M
  • PIPER SANDLER COMPANIES$57.8M
  • QIAGEN NV$40.3M
Show all 131

Exited Positions

  • ASTRAZENECA PLC$437.3M
  • AMCOR PLC$162.7M
  • COMERICA INC$121.9M
  • CYBERARK SOFTWARE LTD$118.3M
  • EXACT SCIENCES CORP$110.9M
Show all 184
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $30.64B 4.05% 175,661,780 SH
2 APPLE INC AAPL 037833100 $27.48B 3.63% 108,265,332 SH
3 MICROSOFT CORP MSFT 594918104 $20.45B 2.70% 55,245,432 SH
4 AMAZON COM INC AMZN 023135106 $14.20B 1.88% 68,181,385 SH
5 ALPHABET INC GOOGL 02079K305 $12.50B 1.65% 43,469,635 SH
6 BROADCOM INC AVGO 11135F101 $10.60B 1.40% 34,252,104 SH
7 ALPHABET INC GOOG 02079K107 $10.06B 1.33% 35,081,717 SH
8 META PLATFORMS INC META 30303M102 $9.09B 1.20% 15,890,501 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.81B 1.03% 12,013,200 SH
10 TESLA INC TSLA 88160R101 $7.29B 0.96% 19,620,029 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $5.77B 0.76% 19,598,693 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.73B 0.76% 11,962,506 SH
13 APPLE INC AAPL 037833100 $5.63B 0.74% 22,186,578 SH
14 EXXON MOBIL CORP XOM 30231G102 $5.43B 0.72% 31,984,351 SH
15 NVIDIA CORPORATION NVDA 67066G104 $5.30B 0.70% 30,400,512 SH
16 ELI LILLY & CO LLY 532457108 $5.27B 0.70% 5,724,524 SH
17 ISHARES TR IVV 464287200 $5.25B 0.69% 8,040,676 SH
18 NVIDIA CORPORATION NVDA 67066G104 $4.67B 0.62% 26,792,867 SH
19 JOHNSON & JOHNSON JNJ 478160104 $4.34B 0.57% 17,749,789 SH
20 APPLE INC AAPL 037833100 $3.89B 0.51% 15,321,306 SH
21 FLEXSHARES TR GUNR 33939L407 $3.83B 0.51% 69,448,144 SH
22 VISA INC V 92826C839 $3.71B 0.49% 12,279,080 SH
23 WALMART INC WMT 931142103 $3.62B 0.48% 29,095,889 SH
24 MICROSOFT CORP MSFT 594918104 $3.50B 0.46% 9,452,899 SH
25 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.23B 0.43% 3,246,018 SH
26 MICROSOFT CORP MSFT 594918104 $3.20B 0.42% 8,652,260 SH
27 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.15B 0.42% 49,218,479 SH
28 CHEVRON CORPORATION CVX 166764100 $3.08B 0.41% 14,883,557 SH
29 NETFLIX INC. NFLX 64110L106 $2.93B 0.39% 30,513,432 SH
30 ABBVIE INC ABBV 00287Y109 $2.91B 0.38% 13,391,699 SH
31 MASTERCARD INCORPORATED MA 57636Q104 $2.90B 0.38% 5,803,726 SH
32 VANGUARD INDEX FDS VTI 922908769 $2.87B 0.38% 8,947,742 SH
33 MICRON TECHNOLOGY INC MU 595112103 $2.65B 0.35% 7,852,514 SH
34 PROCTER & GAMBLE CO PG 742718109 $2.46B 0.33% 17,036,638 SH
35 ADVANCED MICRO DEVICES INC AMD 007903107 $2.41B 0.32% 11,853,417 SH
36 HOME DEPOT INC HD 437076102 $2.37B 0.31% 7,201,172 SH
37 CATERPILLAR INC CAT 149123101 $2.34B 0.31% 3,299,534 SH
38 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.32B 0.31% 15,892,370 SH
39 AMAZON COM INC AMZN 023135106 $2.28B 0.30% 10,938,414 SH
40 ALPHABET INC GOOGL 02079K305 $2.27B 0.30% 7,887,415 SH
41 CISCO SYS INC CSCO 17275R102 $2.25B 0.30% 29,023,609 SH
42 BANK AMERICA CORP BAC 060505104 $2.24B 0.30% 45,933,188 SH
43 MERCK & CO INC MRK 58933Y105 $2.24B 0.30% 18,582,816 SH
44 ALPHABET INC GOOG 02079K107 $2.24B 0.30% 7,792,089 SH
45 GE AEROSPACE GE 369604301 $2.21B 0.29% 7,793,573 SH
46 AMAZON COM INC AMZN 023135106 $2.19B 0.29% 10,500,860 SH
47 ISHARES TR IWF 464287614 $2.18B 0.29% 5,116,333 SH
48 ISHARES TR IGF 464288372 $2.15B 0.28% 32,092,487 SH
49 ALPHABET INC GOOGL 02079K305 $2.12B 0.28% 7,368,760 SH
50 LAM RESEARCH CORP LRCX 512807306 $2.10B 0.28% 9,836,487 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $756.58B 19,864 0000073124-26-000036
2025-12-31 2026-02-17 $784.38B 20,753 0000073124-26-000008
2025-09-30 2025-11-14 $781.71B 20,749 0000073124-25-000252