New York Life Investment Management
New York Life Investment Management reported 778 stocks worth $14.3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (5.1%), AAPL (4.7%) and MSFT (3.0%). Compared with Q1 2026, the fund opened new positions in MMSD and CLOO, added to NVDA, AAPL and MSFT, trimmed IQSU, MGC and AMD and sold out of PDBC, TXNM and SHV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $728M | 5.1% | 3.6M | +92K (+3%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $671M | 4.7% | 2.3M | +58K (+3%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $434M | 3.0% | 1.2M | +40K (+4%) | 8 of 8 | |
| 4 |  LRND New York Life Investments ET | $379M | 2.6% | 8.6M | +3.2M (+59%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $356M | 2.5% | 1.5M | +23K (+2%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $345M | 2.4% | 965K | +39K (+4%) | 8 of 8 | |
| 7 |  IQSM New York Life Investments ET | $331M | 2.3% | 8.3M | +518K (+7%) | 8 of 8 | |
| 8 |  IQSU Nyli Candriam | $296M | 2.1% | 4.7M | −192K (−4%) | 8 of 8 | |
| 9 |  CPLB New York Life Invts Active E | $277M | 1.9% | 13.3M | +378K (+3%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $264M | 1.8% | 699K | +7,972 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $19.9M | 88K |
 PDBC Invesco Actvely Mngd Etc FD | $15M | 869K |
 TXNM Txnm Energy Inc | $8.8M | 150K |
HOLOGIC INC | $8.5M | 113K |
 SHV Ishares TR | $7.4M | 67K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New York Life Investment Management 13F FAQ
What does New York Life Investment Management own?
New York Life Investment Management reported 778 stocks worth $14.3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (5.1%), AAPL (4.7%) and MSFT (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did New York Life Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 57 new positions, 412 added to, 276 trimmed and 60 sold out. New positions include MMSD and CLOO. It sold all of PDBC, TXNM and SHV.
When will New York Life Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is New York Life Investment Management's portfolio worth?
The Q2 2026 filing reports $14.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.