Q3 2026 13F · SEC CIK 937615

Nisa Investment Advisors, LLC

Institutional asset managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $34.7B
Reported positions: 3,065
Top holdings a year, 3 yrs: +26.1%
Assets under management: $343.9B

Nisa Investment Advisors, LLC is an institutional asset manager that reported 3,065 positions worth $34.7B in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ishares Tr (IVV, 47.2%), Nvidia Corporation (NVDA, 3.9%), Apple Inc (AAPL, 3.6%). A portfolio copying its top holdings returned 26.1% a year over the last 3 years, against 20.4% for the S&P 500.

Nisa Investment Advisors, LLC holdings largest 50 of 3,065 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nisa Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	47.2%	42.8%	21,395,674	+17.2%	$16.4B
NVDANvidia Corporation	3.9%	3.7%	5,958,167	-0.6%	$1.4B
AAPLApple Inc	3.6%	3.5%	3,785,878	-1.7%	$1.3B
MSFTMicrosoft Corp	2.9%	2.3%	1,964,374	-1.1%	$1.0B
GOOGLAlphabet Inc	1.6%	1.8%	1,579,960	-0.6%	$543.6M
AMZNAmazon Com Inc	1.5%	1.4%	2,032,357	+4.9%	$506.4M
AVGOBroadcom Inc	1.3%	1.5%	1,241,456	-0.2%	$436.0M
GOOGAlphabet Inc	1.2%	1.4%	1,266,114	-2.2%	$431.4M
METAMeta Platforms Inc	1.1%	1.0%	541,319	-3.0%	$392.6M
JPMJpmorgan Chase & Co	0.8%	0.9%	860,067	-1.0%	$284.5M
AMDAdvanced Micro Devices Inc	0.8%	0.8%	425,561	-0.6%	$260.3M
MUMicron Technology Inc	0.7%	0.9%	237,107	-0.8%	$252.5M
LLYEli Lilly & Co	0.7%	0.8%	207,843	-0.6%	$240.5M
TSLATesla Inc	0.5%	0.7%	512,718	-0.3%	$181.9M
VVisa Inc	0.5%	0.5%	459,239	-0.1%	$165.0M
XOMExxonmobil Holdings Corp	0.5%	—	982,485	—	$159.9M
JNJJohnson & Johnson	0.4%	0.5%	581,655	-3.0%	$154.0M
MAMastercard Incorporated	0.4%	0.4%	249,037	-1.3%	$137.3M
CSCOCisco Sys Inc	0.4%	0.5%	1,205,247	-4.9%	$129.7M
CATCaterpillar Inc	0.4%	0.5%	159,571	-2.0%	$129.4M
INTCIntel Corp	0.4%	0.5%	1,042,762	-1.1%	$125.4M
ABBVAbbvie Inc	0.4%	0.4%	465,844	-4.1%	$121.9M
LRCXLam Research Corp	0.3%	0.5%	359,468	-5.2%	$118.2M
AMATApplied Matls Inc	0.3%	0.5%	223,421	-0.7%	$114.3M
QQQInvesco Qqq Tr	0.3%	0.3%	153,385	+10.6%	$113.6M
BACBank of Amer Corp	0.3%	0.4%	2,085,801	+3.3%	$113.5M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	207,529	-0.5%	$103.3M
COSTCostco Wholesale Corporation	0.3%	0.3%	111,955	-1.5%	$101.9M
WMTWalmart Inc	0.3%	0.4%	950,473	-16.1%	$98.8M
CVXChevron Corporation	0.3%	0.3%	480,737	-6.4%	$98.2M
IJHIshares Tr	0.3%	0.3%	1,328,462	+0.3%	$95.6M
MSMorgan Stanley	0.3%	0.3%	491,849	-1.3%	$92.5M
MRKMerck & Co Inc	0.3%	0.3%	628,453	-3.2%	$91.9M
UNHUnitedhealth Group Inc	0.3%	0.3%	250,024	-0.8%	$91.8M
TXNTexas Instrs Inc	0.3%	0.3%	326,980	-3.5%	$91.6M
NFLXNetflix Inc.	0.3%	0.3%	1,278,290	-3.2%	$88.9M
GSGoldman Sachs Group Inc	0.2%	0.3%	94,367	+13.4%	$85.0M
IEMGIshares Inc	0.2%	0.3%	1,039,693	+0.0%	$84.4M
HDHome Depot Inc	0.2%	0.3%	295,174	+1.3%	$84.0M
KOCoca Cola Co	0.2%	0.2%	920,131	-0.4%	$79.7M
PLTRPalantir Technologies Inc	0.2%	—	412,572	—	$77.2M
TMOThermo Fisher Scientific Inc	0.2%	—	113,246	—	$76.5M
APHAmphenol Corp	0.2%	0.2%	900,536	+102.6%	$76.0M
PGProcter & Gamble Co	0.2%	0.3%	521,265	-6.0%	$75.7M
ORCLOracle Corp	0.2%	0.3%	549,666	-2.5%	$75.5M
PMPhilip Morris Intl Inc	0.2%	0.2%	390,149	-6.5%	$74.4M
ADIAnalog Devices Inc	0.2%	0.2%	187,393	-2.1%	$74.3M
SUBIshares Tr	0.2%	0.2%	680,590	+0.8%	$71.1M
AMGNAmgen Inc	0.2%	—	167,256	—	$70.5M
DEDeere & Co	0.2%	—	101,787	—	$68.5M

What Nisa Investment Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+102.6% shares
IVV Ishares Tr+17.2% shares
GS Goldman Sachs Group Inc+13.4% shares
QQQ Invesco Qqq Tr+10.6% shares

Reduced

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +26.1% /yr; S&P 500 +20.4%
5 years: +16.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$34.7B	3,065
Q2 2026	$32.0B	3,093
Q1 2026	$27.0B	3,039
Q4 2025	$30.3B	2,961
Q3 2025	$25.9B	2,978
Q2 2025	$22.2B	3,039
Q1 2025	$20.0B	2,981
Q4 2024	$25.8B	3,002
Q3 2024	$16.9B	2,958
Q2 2024	$15.9B	2,937
Q1 2024	$15.4B	2,798
Q4 2023	$14.1B	2,637

Questions about Nisa Investment Advisors, LLC's portfolio

What stocks does Nisa Investment Advisors, LLC own?

Nisa Investment Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 3,065 positions worth $34.7B. The largest are Ishares Tr (IVV) at 47.2%, Nvidia Corporation (NVDA) at 3.9%, Apple Inc (AAPL) at 3.6%, Microsoft Corp (MSFT) at 2.9% and Alphabet Inc (GOOGL) at 1.6%.

What did Nisa Investment Advisors, LLC buy last quarter?

In Q3 2026, Nisa Investment Advisors, LLC added Amphenol Corp (APH) (+102.6% shares), Ishares Tr (IVV) (+17.2% shares) and Goldman Sachs Group Inc (GS) (+13.4% shares), compared with its Q2 2026 filing.

What did Nisa Investment Advisors, LLC sell last quarter?

In Q3 2026, Nisa Investment Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Ge Aerospace (GE), cut from its top 50 American Express Co (AXP), cut from its top 50 Sandisk Corp (SNDK), Walmart Inc (WMT) (-16.1% shares), Philip Morris Intl Inc (PM) (-6.5% shares) and Chevron Corporation (CVX) (-6.4% shares), compared with its Q2 2026 filing.

How has Nisa Investment Advisors, LLC's portfolio performed?

A portfolio copying Nisa Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +16.9% a year against +11.6%.

When is Nisa Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nisa Investment Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Nisa Investment Advisors, LLC manage?

Nisa Investment Advisors, LLC reported $343.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $34.7B.