NISA INVESTMENT ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0000937615
13F-HR · 500 reported holdings · 2026-03-31
NISA Investment Advisors, LLC is an asset manager.
Reported long-US-equity value
$25.68B
Top-10 concentration
61.5%
NISA INVESTMENT ADVISORS, LLC — $25.7B AUM allocation strategy
NISA INVESTMENT ADVISORS, LLC files SEC Form 13F and reports $25.7B of long US equity value across 500 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.7%, followed by Communication Services 5.1% and Consumer Discretionary 2.4%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NISA INVESTMENT ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$25.7B
total across 500 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HST +300K sh · +$5.92M+$UDR +171K sh · +$5.52M+$O +146K sh · +$9.82M
Biggest trims (shares)
−$CMCSA −1.43M sh · −$44.3M−$BAC −814K sh · −$57.8M−$IVV −707K sh · −$984M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.7%—
- Interactive Media & Services4.7%—
- Technology Hardware, Storage & Peripherals3.9%—
- Systems Software3.0%—
- Broadline Retail1.6%—
- Pharmaceuticals1.3%—
- Transaction & Payment Processing Services1.1%—
- Diversified Banks1.0%—
- Other holdings77.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 6.2M | $1.08B | -375K | 4.2% |
| $AAPL | Apple Inc | 3.98M | $1.01B | -279K | 3.9% |
| $MSFT | Microsoft Corporation | 2.04M | $756M | -93.6K | 2.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.66M | $476M | -247K | 1.9% |
| $AMZN | Amazon.com Inc | 1.92M | $399M | -186K | 1.6% |
| $AVGO | Broadcom Inc | 1.29M | $399M | -268K | 1.6% |
| $GOOGL | Alphabet Inc | 1.35M | $388M | -125K | 1.5% |
| $META | Meta Platforms Inc | 579K | $330M | -121K | 1.3% |
| $JPM | JP Morgan Chase & Co | 890K | $262M | -253K | 1.0% |
…and 491 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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