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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

SEC Form 13F institutional filer · CIK 0001629649

13F-HR · 462 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$4.19B

Top-10 concentration

71.5%

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — $4.19B AUM allocation strategy

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC files SEC Form 13F and reports $4.19B of long US equity value across 462 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 9.3%, followed by Communication Services 3.2% and Financials 2.9%.

The top 10 holdings account for 72% 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.

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$4.19B

total across 462 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

72% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$ORCL$HBAN$FITB

+$ORCL +73K sh · +$770K+$HBAN +14.7K sh · +$145K+$FITB +7.68K sh · +$349K

Biggest trims (shares)

$BLK$IVV$VOO

−$BLK −5.23M sh · −$423M−$IVV −4.12M sh · −$522M−$VOO −373K sh · −$250M

Added from nil (new positions)

$VRT

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$BF.B$PSKY$DVA$NWSA

$BF.B ($147K last qtr)$PSKY ($133K last qtr)$DVA ($128K last qtr)$NWSA ($117K last qtr)

Sector allocation (share of reported value)

ETFs 57%Information Technology 9%Communication Services 3%Financials 3%Consumer Discretionary 2%Health Care 1%Consumer Staples 1%Energy 1%Other holdings 23%SECTORS
  • ETFs57.1%
  • $XLKInformation Technology9.3%
  • $XLCCommunication Services3.2%
  • $XLFFinancials2.9%
  • $XLYConsumer Discretionary2.3%
  • $XLVHealth Care1.0%
  • $XLPConsumer Staples0.8%
  • $XLEEnergy0.5%
  • Other holdings22.8%

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)

Semiconductors 4%Interactive Media & Services 3%Technology Hardware, Storage & Peripherals 3%Systems Software 2%Broadline Retail 2%Asset Management & Custody Banks 1%Pharmaceuticals 1%Automobile Manufacturers 1%Other holdings 83%INDUSTRIES
  • Semiconductors4.3%
  • Interactive Media & Services3.2%
  • Technology Hardware, Storage & Peripherals2.9%
  • Systems Software2.1%
  • Broadline Retail1.5%
  • Asset Management & Custody Banks1.3%
  • Pharmaceuticals1.0%
  • Automobile Manufacturers0.8%
  • Other holdings82.9%

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

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation778K$136M+1.11K3.2%
$AAPLApple Inc470K$119M-2.37K2.8%
$MSFTMicrosoft Corporation238K$88M+1252.1%
$AMZNAmazon.com Inc313K$65.1M+1.75K1.6%
$GOOGAlphabet Inc. Class C Capital Stock186K$53.6M+3941.3%
$BLKBlackRock Inc620K$53.4M-5.23M1.3%
$AVGOBroadcom Inc152K$47M+8211.1%
$GOOGLAlphabet Inc150K$42.9M+1.06K1.0%

…and 454 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 IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-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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