Q2 2026 13F · SEC CIK 937615

Nisa Investment Advisors, LLC

Institutional asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $32.0B
Reported positions: 3,093
Top holdings a year, 3 yrs: +26.1%
Assets under management: $343.9B

Nisa Investment Advisors, LLC is an institutional asset manager that reported 3,093 positions worth $32.0B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 42.8%), Nvidia Corporation Com (NVDA, 3.7%), Apple Inc (AAPL, 3.5%). 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 3,093 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.

Nisa Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	42.8%	38.9%	18,254,441	+13.3%	$13.7B
NVDANvidia Corporation Com	3.7%	4.0%	5,995,509	-3.3%	$1.2B
AAPLApple Inc	3.5%	3.7%	3,852,360	-3.2%	$1.1B
MSFTMicrosoft Corp	2.3%	2.8%	1,986,033	-2.7%	$740.8M
GOOGLAlphabet Inc	1.8%	1.8%	1,589,379	-4.1%	$568.0M
AVGOBroadcom Inc	1.5%	1.5%	1,243,691	-3.5%	$469.8M
AMZNAmazon Com Inc Com	1.4%	1.5%	1,937,628	+1.1%	$461.8M
GOOGAlphabet Inc	1.4%	1.4%	1,294,835	-4.2%	$457.5M
METAMeta Platforms Inc Class A	1.0%	1.2%	558,210	-3.3%	$314.4M
JPMJpmorgan Chase & Co	0.9%	1.0%	869,016	-2.4%	$284.5M
MUMicron Technology Inc	0.9%	0.3%	239,048	-9.3%	$275.9M
LLYLilly Eli & Co	0.8%	0.7%	209,022	-0.9%	$250.7M
AMDAdvanced Micro Devices Inc	0.8%	0.3%	427,999	-2.6%	$248.6M
TSLATesla Inc Com	0.7%	0.8%	514,382	-6.0%	$216.3M
CATCaterpillar Inc Com	0.5%	0.4%	162,826	-2.9%	$173.4M
LRCXLam Research Corp	0.5%	0.3%	379,382	-10.0%	$164.5M
AMATApplied Matls Inc	0.5%	0.3%	224,996	-10.8%	$162.7M
VVisa Inc Com Cl A	0.5%	0.5%	459,599	-2.8%	$157.7M
JNJJohnson & Johnson	0.5%	0.6%	599,566	-5.5%	$152.3M
CSCOCisco Sys Inc	0.5%	0.4%	1,266,682	+0.7%	$148.8M
INTCIntel Corp	0.5%	—	1,053,835	—	$147.1M
XOMExxon Mobil Corp	0.4%	0.7%	1,024,792	-4.5%	$140.1M
MAMastercard Inc.	0.4%	0.5%	252,209	-1.1%	$129.5M
WMTWalmart Inc	0.4%	0.5%	1,132,702	-4.8%	$128.3M
ABBVAbbvie Inc	0.4%	0.4%	485,528	+1.2%	$122.2M
BACBank of Amer Corp	0.4%	0.4%	2,019,884	-3.4%	$115.1M
COSTCostco Whsl Corp New	0.3%	0.4%	113,717	+0.6%	$106.4M
UNHUnitedhealth Group Inc Com	0.3%	0.3%	251,966	+0.8%	$104.7M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	208,539	-7.8%	$104.4M
MSMorgan Stanley Com New	0.3%	0.3%	498,557	+8.3%	$104.2M
HDHome Depot Inc Com	0.3%	0.4%	291,257	-0.2%	$102.7M
QQQInvesco Qqq Tr	0.3%	0.3%	138,692	+0.1%	$102.2M
IJHIshares Tr	0.3%	0.3%	1,324,394	+0.2%	$102.1M
TXNTexas Instruments Inc	0.3%	0.3%	338,686	-2.6%	$101.0M
KLACKla Corp	0.3%	—	333,061	—	$100.5M
NFLXNetflix Inc Total	0.3%	0.5%	1,320,799	+0.7%	$94.3M
IEMGIshares	0.3%	0.3%	1,039,693	+0.0%	$86.1M
CVXChevron Corp New	0.3%	0.4%	513,459	-3.3%	$85.1M
GSGoldman Sachs Group Inc	0.3%	0.3%	83,204	-5.5%	$84.2M
MRKMerck & Co. Inc	0.3%	0.3%	649,381	-6.4%	$84.0M
ORCLOracle Corp	0.3%	0.3%	563,849	-1.5%	$82.6M
PGProcter & Gamble Co Com	0.3%	0.3%	554,824	-4.2%	$81.4M
GEGe Aerospace	0.2%	—	212,368	—	$79.4M
APHAmphenol Corp	0.2%	0.2%	444,398	-9.9%	$78.5M
PMPhilip Morris Intl Inc Com	0.2%	0.3%	417,447	-1.4%	$76.1M
ADIAnalog Devices Inc	0.2%	0.2%	191,407	-2.2%	$76.0M
KOCoca Cola Co	0.2%	0.3%	924,000	-4.8%	$75.6M
AXPAmerican Express Co Com	0.2%	0.3%	219,887	-3.2%	$74.4M
SNDKSandisk Corp	0.2%	—	32,412	—	$73.7M
SUBIshares Tr	0.2%	0.3%	675,290	-0.6%	$71.9M

What Nisa Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

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: +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 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.

13F value by quarter
Quarter	13F value	Positions
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
Q3 2023	$13.1B	2,768

Questions about Nisa Investment Advisors, LLC's portfolio

What stocks does Nisa Investment Advisors, LLC own?

Nisa Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 3,093 positions worth $32.0B. The largest are Ishares Core S&p 500 ETF (IVV) at 42.8%, Nvidia Corporation Com (NVDA) at 3.7%, Apple Inc (AAPL) at 3.5%, Microsoft Corp (MSFT) at 2.3% and Alphabet Inc (GOOGL) at 1.8%.

What did Nisa Investment Advisors, LLC buy last quarter?

In Q2 2026, Nisa Investment Advisors, LLC added Ishares Core S&p 500 ETF (IVV) (+13.3% shares) and Morgan Stanley Com New (MS) (+8.3% shares), compared with its Q1 2026 filing.

What did Nisa Investment Advisors, LLC sell last quarter?

In Q2 2026, Nisa Investment Advisors, LLC cut from its top 50 Rtx Corporation Com (RTX), cut from its top 50 Tjx Cos Inc New Com (TJX), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Applied Matls Inc (AMAT) (-10.8% shares), Lam Research Corp (LRCX) (-10.0% shares) and Amphenol Corp (APH) (-9.9% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $32.0B.