Q2 2026 13F · SEC CIK 812291
Mizuho Securities USA LLC
Broker-dealerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $4.2B
- Reported positions
- 684
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.3 yrs
Mizuho Securities USA LLC is a broker-dealer that reported 684 positions worth $4.2B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Nvidia Corporation Com (NVDA, 6.0%), Apple Inc (AAPL, 5.3%), Microsoft Corp (MSFT, 3.9%).
Mizuho Securities USA LLC holdings largest 50 of 684 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation Com | 6.0% | +0.0% | $256.2M |
| AAPLApple Inc | 5.3% | +0.0% | $225.2M |
| MSFTMicrosoft Corp | 3.9% | +0.0% | $166.2M |
| AMZNAmazon Com Inc Com | 2.9% | +0.0% | $123.0M |
| GOOGLAlphabet Inc | 2.4% | +0.0% | $101.2M |
| AVGOBroadcom Inc | 2.1% | +0.0% | $88.7M |
| GOOGAlphabet Inc | 1.9% | +0.0% | $81.1M |
| METAMeta Platforms Inc Class A | 1.8% | +0.0% | $75.6M |
| TSLATesla Inc Com | 1.5% | +0.0% | $63.2M |
| BRK-BBerkshire Hathaway Inc Del | 1.3% | +0.0% | $53.1M |
| JPMJpmorgan Chase & Co | 1.1% | +0.0% | $47.9M |
| LLYLilly Eli & Co | 1.0% | +0.0% | $44.1M |
| XOMExxon Mobil Corp | 1.0% | +0.0% | $42.9M |
| 92939UAP1Wec Energy Group Inc | 0.9% | +0.0% | $39.3M |
| JNJJohnson & Johnson | 0.8% | +0.0% | $35.6M |
| ANSCAgriculture & Nat Sol Acq Co | 0.8% | +0.0% | $33.1M |
| WMTWalmart Inc | 0.8% | +0.0% | $32.9M |
| VVisa Inc Com Cl A | 0.7% | +0.0% | $30.7M |
| 18915MAC1Cloudflare Inc | 0.7% | +0.0% | $29.7M |
| COSTCostco Whsl Corp New | 0.6% | +0.0% | $26.7M |
| MAMastercard Inc. | 0.6% | +0.0% | $24.6M |
| NFLXNetflix Inc Total | 0.6% | +0.0% | $24.5M |
| CVXChevron Corp New | 0.6% | +0.0% | $23.4M |
| ABBVAbbvie Inc | 0.5% | +0.0% | $23.2M |
| MUMicron Technology Inc | 0.5% | +0.0% | $23.0M |
| 893830BW8Transocean Inc | 0.5% | +0.0% | $21.2M |
| DMAADrugs Made in Amer Acqutn Co | 0.5% | +0.0% | $20.9M |
| PGProcter & Gamble Co Com | 0.5% | +0.0% | $20.3M |
| PLTRPalantir Technologies Inclass Class A | 0.5% | +0.0% | $20.2M |
| AMDAdvanced Micro Devices Inc | 0.5% | +0.0% | $20.1M |
| CATCaterpillar Inc Com | 0.5% | +0.0% | $19.9M |
| HDHome Depot Inc Com | 0.5% | +0.0% | $19.8M |
| BACBank of Amer Corp | 0.5% | +0.0% | $19.6M |
| SBXDSilverbox Corp IV | 0.5% | +0.0% | $19.2M |
| 682189AS4On Semiconductor Corp | 0.4% | +0.0% | $18.9M |
| CSCOCisco Sys Inc | 0.4% | +0.0% | $18.5M |
| MRKMerck & Co. Inc | 0.4% | +0.0% | $18.0M |
| GEGe Aerospace | 0.4% | +0.0% | $18.0M |
| G6301B101Mountain Lake Acquisition Co | 0.4% | +0.0% | $18.0M |
| KOCoca Cola Co | 0.4% | +0.0% | $17.8M |
| 833445AB5Snowflake Inc | 0.4% | +0.0% | $16.7M |
| AMATApplied Matls Inc | 0.4% | +0.0% | $16.4M |
| LRCXLam Research Corp | 0.4% | +0.0% | $16.1M |
| LPAALaunch One Acquisition Corp | 0.4% | +0.0% | $15.8M |
| RTXRtx Corporation Com | 0.4% | +0.0% | $15.7M |
| PMPhilip Morris Intl Inc Com | 0.4% | +0.0% | $15.6M |
| GIGGUGigcapital7 Corp | 0.4% | +0.0% | $15.4M |
| GSGoldman Sachs Group Inc | 0.4% | +0.0% | $15.3M |
| GTERAGloba Terra Acquisition Cor | 0.4% | +0.0% | $15.2M |
| ORCLOracle Corp | 0.4% | +0.0% | $15.1M |
What Mizuho Securities USA LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Left the top 50
No position left the top 50.
Share counts compared with the Q1 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
- +15.5% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $4.2B | 684 |
| Q1 2026 | $4.2B | 689 |
| Q4 2025 | $6.0B | 701 |
| Q3 2025 | $4.9B | 711 |
| Q2 2025 | $4.7B | 705 |
Questions about Mizuho Securities USA LLC's portfolio
What stocks does Mizuho Securities USA LLC own?
Mizuho Securities USA LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 684 positions worth $4.2B. The largest are Nvidia Corporation Com (NVDA) at 6.0%, Apple Inc (AAPL) at 5.3%, Microsoft Corp (MSFT) at 3.9%, Amazon Com Inc Com (AMZN) at 2.9% and Alphabet Inc (GOOGL) at 2.4%.
What did Mizuho Securities USA LLC buy last quarter?
Mizuho Securities USA LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Mizuho Securities USA LLC sell last quarter?
Mizuho Securities USA LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.
When is Mizuho Securities USA LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Mizuho Securities USA LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.