NISA INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio

CIK 937615 · latest 13F-HR filed 2026-04-30

NISA INVESTMENT ADVISORS, LLC manages $27.04B in 13F-reported U.S. long-equity assets across 3,160 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (38.93%), NVDA (4.00%), AAPL (3.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 190 new positions, exited 113, added to 1,206, and trimmed 1,229.

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

$27.04B

Long-equity book

Holdings

3,160

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+190 / −113 / ↑1206 / ↓1229

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$44.7M +32.6%
  • CHEVRON CORP$27.1M +32.7%
  • APPLIED MATERIALS INC$19.2M +28.6%
  • JOHNSON & JOHNSON$17.4M +12.6%
  • CATERPILLAR INC$16.1M +15.6%
Show all 1206

Top Trims

  • ISHARES CORE S&P 500 ETF-$987.1M -8.6%
  • MICROSOFT CORP-$276.8M -26.8%
  • APPLE INC-$147.9M -12.8%
  • NVIDIA CORP-$144.9M -11.8%
  • BROADCOM INC-$139.9M -26.0%
Show all 1229

New Positions

  • INVESCO QQQ TRUST SERIES 1$80.0M
  • ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF$3.5M
  • AMCOR PLC$1.7M
  • VERSANT MEDIA GROUP INC$1.5M
  • PIPER SANDLER COS$1.4M
Show all 190

Exited Positions

  • VANGUARD HIGH DIVIDEND YIELD ETF$11.0M
  • COMERICA INC$5.7M
  • EXACT SCIENCES CORP$3.5M
  • ISHARES CORE S&P SMALL-CAP ETF$1.9M
  • CADENCE BANK$1.6M
Show all 113
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 ISHARES CORE S&P 500 ETF IVV 464287200 $10.53B 38.93% 16,114,884 SH
2 NVIDIA CORP NVDA 67066G104 $1.08B 4.00% 6,198,618 SH
3 APPLE INC AAPL 037833100 $1.01B 3.74% 3,980,948 SH
4 MICROSOFT CORP MSFT 594918104 $755.5M 2.79% 2,041,035 SH
5 ALPHABET INC GOOGL 02079K305 $476.3M 1.76% 1,656,516 SH
6 AMAZON.COM INC AMZN 023135106 $399.3M 1.48% 1,917,281 SH
7 BROADCOM INC AVGO 11135F101 $398.8M 1.47% 1,288,638 SH
8 ALPHABET INC GOOG 02079K107 $387.8M 1.43% 1,351,982 SH
9 META PLATFORMS INC META 30303M102 $330.2M 1.22% 577,153 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $261.8M 0.97% 889,961 SH
11 TESLA INC TSLA 88160R101 $203.5M 0.75% 547,464 SH
12 ELI LILLY & CO LLY 532457108 $194.0M 0.72% 210,944 SH
13 EXXON MOBIL CORP XOM 30231G102 $182.1M 0.67% 1,073,169 SH
14 JOHNSON & JOHNSON JNJ 478160104 $155.1M 0.57% 634,438 SH
15 WALMART INC WMT 931142103 $148.1M 0.55% 1,189,203 SH
16 VISA INC V 92826C839 $142.9M 0.53% 472,657 SH
17 MASTERCARD INC MA 57636Q104 $127.4M 0.47% 254,971 SH
18 NETFLIX INC NFLX 64110L106 $126.1M 0.47% 1,311,772 SH
19 CATERPILLAR INC CAT 149123101 $118.7M 0.44% 167,520 SH
20 COSTCO WHOLESALE CORP COST 22160K105 $112.6M 0.42% 113,046 SH
21 CHEVRON CORP CVX 166764100 $109.9M 0.41% 531,128 SH
22 BERKSHIRE HATHAWAY INC BRK.B 084670702 $108.3M 0.40% 225,982 SH
23 ABBVIE INC ABBV 00287Y109 $104.3M 0.39% 479,659 SH
24 BANK OF AMERICA CORP BAC 060505104 $101.9M 0.38% 2,090,901 SH
25 CISCO SYSTEMS INC CSCO 17275R102 $97.6M 0.36% 1,258,293 SH
26 HOME DEPOT INC/THE HD 437076102 $95.9M 0.35% 291,685 SH
27 LAM RESEARCH CORP LRCX 512807306 $90.2M 0.33% 421,509 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $89.3M 0.33% 439,180 SH
29 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $89.2M 0.33% 1,321,094 SH
30 MICRON TECHNOLOGY INC MU 595112103 $89.1M 0.33% 263,680 SH
31 APPLIED MATERIALS INC AMAT 038222105 $86.2M 0.32% 252,115 SH
32 ORACLE CORP ORCL 68389X105 $84.1M 0.31% 571,804 SH
33 MERCK & CO INC MRK 58933Y105 $84.0M 0.31% 693,352 SH
34 PROCTER & GAMBLE CO/THE PG 742718109 $83.6M 0.31% 578,881 SH
35 INVESCO QQQ TRUST SERIES 1 QQQ 46090E103 $80.0M 0.30% 138,540 SH
36 MORGAN STANLEY MS 617446448 $75.7M 0.28% 460,253 SH
37 GOLDMAN SACHS GROUP INC/THE GS 38141G104 $74.5M 0.28% 88,068 SH
38 COCA-COLA CO/THE KO 191216100 $74.3M 0.27% 970,797 SH
39 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $72.5M 0.27% 1,039,693 SH
40 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SUB 464288158 $72.4M 0.27% 679,490 SH
41 PHILIP MORRIS INTERNATIONAL INC PM 718172109 $70.6M 0.26% 423,426 SH
42 RTX CORP RTX 75513E101 $69.7M 0.26% 361,309 SH
43 TJX COS INC/THE TJX 872540109 $68.8M 0.25% 430,747 SH
44 AMERICAN EXPRESS CO AXP 025816109 $68.7M 0.25% 227,094 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $67.6M 0.25% 249,783 SH
46 TEXAS INSTRUMENTS INC TXN 882508104 $67.5M 0.25% 347,658 SH
47 MCDONALD'S CORP MCD 580135101 $65.4M 0.24% 210,314 SH
48 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $63.0M 0.23% 430,928 SH
49 AMPHENOL CORP APH 032095101 $62.5M 0.23% 493,481 SH
50 ANALOG DEVICES INC ADI 032654105 $62.2M 0.23% 195,665 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $27.04B 3,160 0000937615-26-000003
2025-12-31 2026-01-15 $30.29B 3,089 0000937615-26-000002