Q2 2026 13F · SEC CIK 1496637

Norinchukin Bank, The

Bank & trustFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.3B
Reported positions: 567
Top holdings a year, 3 yrs: +21.5%
Average holding period: 5.2 yrs

Norinchukin Bank, The is a bank & trust that reported 567 positions worth $10.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 9.0%), Ishares Tr (IVV, 6.0%), Vanguard Index Fds (VOO, 4.9%). A portfolio copying its top holdings returned 21.5% a year over the last 3 years, against 20.4% for the S&P 500.

Norinchukin Bank, The holdings largest 50 of 567 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.

Norinchukin Bank, The 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	9.0%	9.4%	1,233,000	+0.0%	$920.8M
IVVIshares Tr	6.0%	3.6%	819,080	+71.7%	$613.4M
VOOVanguard Index Fds	4.9%	5.1%	733,080	+0.0%	$503.5M
VTIVanguard Index Fds	3.8%	3.2%	1,045,000	+22.9%	$386.7M
ITOTIshares Tr	3.6%	3.7%	2,246,560	+0.0%	$369.0M
NVDANvidia Corporation	3.6%	3.7%	1,832,081	+0.6%	$366.6M
BBUSJ P Morgan Exchange Traded F	3.2%	3.4%	2,459,000	+0.0%	$331.3M
QQQMInvesco Exch Traded Fd Tr II	3.2%	2.3%	1,080,000	+31.2%	$327.2M
AAPLApple Inc	3.1%	3.2%	1,097,240	+1.0%	$317.5M
SPLGSpdr Series Trust	3.0%	3.1%	3,511,270	+0.0%	$308.6M
SCHXSchwab Strategic Tr	2.9%	3.0%	10,180,000	+0.0%	$299.6M
AMZNAmazon Com Inc	2.0%	2.2%	864,176	-3.7%	$206.0M
MSFTMicrosoft Corp	2.0%	2.7%	538,688	-12.8%	$200.9M
QQQInvesco Qqq Tr	1.9%	3.5%	260,000	-49.8%	$191.5M
GOOGLAlphabet Inc	1.5%	1.4%	426,036	+1.3%	$152.3M
GOVTIshares Tr	1.4%	1.6%	6,494,554	+5.5%	$147.9M
ONEQFidelity Comwlth Tr	1.3%	—	1,298,000	—	$134.0M
AVGOBroadcom Inc	1.3%	1.3%	349,853	+1.0%	$132.2M
GOOGAlphabet Inc	1.2%	1.2%	349,386	+0.4%	$123.4M
MUMicron Technology Inc	1.2%	0.4%	105,306	+3.6%	$121.6M
VVVanguard Index Fds	1.0%	1.0%	300,000	+0.0%	$103.2M
TSLATesla Inc	1.0%	1.0%	238,220	+1.0%	$100.2M
METAMeta Platforms Inc	0.9%	1.1%	168,224	+1.4%	$94.8M
AMDAdvanced Micro Devices Inc	0.9%	0.4%	157,324	+1.6%	$91.4M
VVisa Inc	0.8%	0.9%	247,328	-4.7%	$84.9M
COSTCostco Wholesale Corporation	0.7%	1.0%	81,210	-3.4%	$76.0M
INTCIntel Corp	0.6%	—	459,606	—	$64.2M
IWBIshares Tr	0.6%	—	155,000	—	$63.5M
TXNTexas Instrs Inc	0.6%	0.6%	209,552	-19.8%	$62.5M
LLYEli Lilly & Co	0.6%	0.5%	48,255	+2.4%	$57.9M
AMATApplied Matls Inc	0.6%	—	79,045	—	$57.1M
JPMJpmorgan Chase & Co	0.5%	0.6%	169,305	-1.7%	$55.4M
LRCXLam Research Corp	0.5%	—	122,596	—	$53.1M
WMTWalmart Inc	0.5%	0.6%	449,267	+0.9%	$50.9M
SPGIS&p Global Inc	0.5%	0.5%	119,306	+9.0%	$48.6M
LINLinde PLC	0.5%	0.5%	91,783	-2.0%	$47.6M
CSCOCisco Sys Inc	0.5%	0.4%	394,019	+0.9%	$46.3M
APHAmphenol Corp	0.4%	0.3%	249,346	+8.9%	$44.0M
DEDeere & Co	0.4%	0.4%	66,830	+4.6%	$42.4M
KLACKla Corp	0.4%	—	130,098	—	$39.3M
JNJJohnson & Johnson	0.4%	0.4%	150,334	-3.0%	$38.2M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	73,026	-25.2%	$36.5M
SHWSherwin Williams Co	0.3%	0.4%	104,196	-0.6%	$35.9M
TJXTjx Cos Inc New	0.3%	0.5%	235,071	-7.3%	$35.6M
ZTSZoetis Inc	0.3%	0.6%	491,724	+22.7%	$35.3M
CATCaterpillar Inc	0.3%	—	32,691	—	$34.8M
TSCOTractor Supply Co	0.3%	0.3%	1,088,517	+79.6%	$34.4M
RMDResmed Inc	0.3%	0.3%	175,178	+36.9%	$34.1M
SCIService Corp Intl Com	0.3%	0.3%	442,479	+24.6%	$33.6M
SNDKSandisk Corp	0.3%	—	13,943	—	$31.7M

What Norinchukin Bank, The 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

TSCO Tractor Supply Co+79.6% shares
IVV Ishares Tr+71.7% shares
RMD Resmed Inc+36.9% shares
QQQM Invesco Exch Traded Fd Tr II+31.2% shares
SCI Service Corp Intl Com+24.6% shares
VTI Vanguard Index Fds+22.9% shares
ZTS Zoetis Inc+22.7% shares
SPGI S&p Global Inc+9.0% shares

Reduced

QQQ Invesco Qqq Tr-49.8% shares
BRK-B Berkshire Hathaway Inc Del-25.2% shares
TXN Texas Instrs Inc-19.8% shares
MSFT Microsoft Corp-12.8% shares
TJX Tjx Cos Inc New-7.3% shares

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: +17.7% /yr; S&P 500 +20.1%
3 years: +21.5% /yr; S&P 500 +20.4%
5 years: +12.0% /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
Q2 2026	$10.3B	567
Q1 2026	$8.6B	560
Q4 2025	$8.6B	564
Q3 2025	$7.5B	567
Q2 2025	$6.7B	567
Q1 2025	$5.4B	560
Q4 2024	$4.7B	556
Q3 2024	$4.2B	552
Q2 2024	$3.5B	542
Q1 2024	$3.3B	550
Q4 2023	$4.3B	555
Q3 2023	$4.3B	546

Questions about Norinchukin Bank, The's portfolio

What stocks does Norinchukin Bank, The own?

Norinchukin Bank, The's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 567 positions worth $10.3B. The largest are State Str Spdr S&p 500 ETF T (SPY) at 9.0%, Ishares Tr (IVV) at 6.0%, Vanguard Index Fds (VOO) at 4.9%, Vanguard Index Fds (VTI) at 3.8% and Ishares Tr (ITOT) at 3.6%.

What did Norinchukin Bank, The buy last quarter?

In Q2 2026, Norinchukin Bank, The added Tractor Supply Co (TSCO) (+79.6% shares), Ishares Tr (IVV) (+71.7% shares) and Resmed Inc (RMD) (+36.9% shares), compared with its Q1 2026 filing.

What did Norinchukin Bank, The sell last quarter?

In Q2 2026, Norinchukin Bank, The cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Henry Jack & Assoc Inc Com (JKHY), cut from its top 50 Edwards Lifesciences Corp (EW), Invesco Qqq Tr (QQQ) (-49.8% shares), Berkshire Hathaway Inc Del (BRK-B) (-25.2% shares) and Texas Instrs Inc (TXN) (-19.8% shares), compared with its Q1 2026 filing.

How has Norinchukin Bank, The's portfolio performed?

A portfolio copying Norinchukin Bank, The's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.7% against +20.1%. Over 5 years: +12.0% a year against +11.6%.

When is Norinchukin Bank, The's next 13F filing due?

13F filings are due 45 days after each quarter ends. Norinchukin Bank, The's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.