New York Life Investment Management LLC holds a diversified book of 778 stocks worth $14.3B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Nyli Mackay Muni SHRT Durat and trimmed Nyli Candriam US L/C Eq ETF. Their largest long position is Nvidia Corp at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as New York Life Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 73 / 80 | $609.5B |
| Cetera Investment Advisers | 72 / 80 | $19.2B |
| UBS Group AG | 71 / 80 | $163.4B |
| RAYMOND JAMES FINANCIAL INC | 71 / 80 | $102.6B |
| ENVESTNET ASSET MANAGEMENT INC | 71 / 80 | $72.4B |
| OSAIC HOLDINGS, INC. | 71 / 80 | $15.1B |
| ROYAL BANK OF CANADA | 70 / 80 | $169.5B |
| LPL Financial LLC | 70 / 80 | $68.0B |
Ranked by the share of each fund's own book sitting in the names it shares with New York Life Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $728.4M | 3.64M | 5.1% | ▲+2.6% Added · +92K sh | |
| 2 | Apple Inc COM | $671.2M | 2.32M | 4.7% | ▲+2.6% Added · +58K sh | |
| 3 | Microsoft Corp COM | $433.8M | 1.16M | 3.0% | ▲+3.5% Added · +40K sh | |
| 4 | New York Life Investments Et NYLI US LC R&D L | $379.3M | 8.60M | 2.6% | ▲+59% Added · +3.2M sh | |
| 5 | Amazon Com Inc COM | $355.7M | 1.49M | 2.5% | ▲+1.5% Added · +23K sh | |
| 6 | Alphabet Inc CAP STK CL A | $344.8M | 964.7K | 2.4% | ▲+4.2% Added · +39K sh | |
| 7 | New York Life Investments Et CANDRIAM US MID | $331.5M | 8.33M | 2.3% | ▲+6.6% Added · +518K sh | |
| 8 | New York Life Investments Et CANDRIAM US LRG | $295.7M | 4.72M | 2.1% | ▼−3.9% Reduced · −192K sh | |
| 9 | New York Life Invts Active E MACK CORE BD ETF | $277.2M | 13.26M | 1.9% | ▲+2.9% Added · +378K sh | |
| 10 | Broadcom Inc COM | $264.1M | 699.1K | 1.8% | ▲+1.1% Added · +8K sh | |
| 11 | Alphabet Inc CAP STK CL C | $248.0M | 701.8K | 1.7% | ▲+0.8% Added · +5K sh | |
| 12 | New York Life Investments Et CANDRIAM INTL EQ | $218.1M | 5.70M | 1.5% | ▲+11% Added · +564K sh | |
| 13 | Ishares TR FLTG RATE NT ETF | $201.9M | 3.96M | 1.4% | ▲+30% Added · +910K sh | |
| 14 | Vanguard World FD MEGA CAP INDEX | $199.9M | 730.6K | 1.4% | ▼−1.9% Reduced · −14K sh | |
| 15 | Micron Technology Inc COM | $194.4M | 168.4K | 1.4% | ▼~0% Reduced · −84 sh | |
| 16 | Meta Platforms Inc CL A | $186.4M | 330.9K | 1.3% | ▲+3.5% Added · +11K sh | |
| 17 | Tesla Inc COM | $178.3M | 423.9K | 1.2% | ▲+1.0% Added · +4K sh | |
| 18 | New York Life Invts Active E MACKAY SECURITI | $177.6M | 7.00M | 1.2% | ▲+46% Added · +2.2M sh | |
| 19 | Eli Lilly & Co COM | $155.6M | 129.7K | 1.1% | ▲+8.0% Added · +10K sh | |
| 20 | Advanced Micro Devices Inc COM | $140.8M | 242.5K | 1.0% | ▼−0.4% Reduced · −1K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $127.3M | 254.5K | 0.9% | ▲+0.3% Added · +664 sh | |
| 22 | JPMorgan Chase & Co COM | $122.2M | 373.3K | 0.9% | ▼−0.3% Reduced · −1K sh | |
| 23 | New York Life Invts Active E MACKAY HIGH INCM | $118.9M | 4.60M | 0.8% | ▲+6.4% Added · +276K sh | |
| 24 | New York Life Investments Et FTSE INTL EQTY C | $114.4M | 3.00M | 0.8% | ▼−3.6% Reduced · −113K sh | |
| 25 | Ishares TR CORE MSCI EAFE | $104.2M | 1.08M | 0.7% | ▲+4.6% Added · +48K sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $103.1M | 1.45M | 0.7% | ▲+27% Added · +308K sh | |
| 27 | New York Life Invts Active E MACKAY MUNI SHRT | $100.2M | 3.96M | 0.7% | ▲New New position | |
| 28 | Intel Corp COM | $98.3M | 704.1K | 0.7% | ▲+0.7% Added · +5K sh | |
| 29 | Franklin Templeton ETF TR SENIOR LOAN ETF | $97.8M | 4.27M | 0.7% | ▲+58% Added · +1.6M sh | |
| 30 | Applied Matls Inc COM | $94.5M | 130.7K | 0.7% | ▲+2.9% Added · +4K sh | |
| 31 | New York Life Invts Active E WINSLOW FOCUSED | $93.2M | 1.72M | 0.7% | ▲+100% Added · +860K sh | |
| 32 | New York Life Invts Active E WINSLOW LAR CAP | $89.4M | 1.58M | 0.6% | ▼−24% Reduced · −510K sh | |
| 33 | Lam Research Corp COM NEW | $89.1M | 205.6K | 0.6% | ▲+2.7% Added · +5K sh | |
| 34 | Vanguard Scottsdale FDS SHORT TERM TREAS | $88.8M | 1.53M | 0.6% | ▼−33% Reduced · −758K sh | |
| 35 | Johnson & Johnson COM | $85.2M | 335.3K | 0.6% | ▲+0.2% Added · +699 sh | |
| 36 | Visa Inc COM CL A | $85.0M | 247.6K | 0.6% | ▼−1.0% Reduced · −3K sh | |
| 37 | Ishares TR CORE US AGGBD ET | $81.5M | 823.3K | 0.6% | ▲+16% Added · +111K sh | |
| 38 | Exxon Mobil Corp COM | $78.9M | 577.4K | 0.6% | ▼−0.5% Reduced · −3K sh | |
| 39 | Cisco Sys Inc COM | $75.9M | 646.2K | 0.5% | ▲+2.7% Added · +17K sh | |
| 40 | Ishares TR CORE S&P SCP ETF | $72.6M | 489.7K | 0.5% | ▲+24% Added · +94K sh | |
| 41 | New York Life Invts Active E MACKAY CALI MUN | $71.3M | 3.27M | 0.5% | ▲+575% Added · +2.8M sh | |
| 42 | Walmart Inc COM | $69.2M | 610.7K | 0.5% | ▲+0.3% Added · +2K sh | |
| 43 | Caterpillar Inc COM | $68.3M | 64.2K | 0.5% | ▼−0.7% Reduced · −467 sh | |
| 44 | Ishares Inc MSCI EMRG CHN | $63.2M | 618.1K | 0.4% | ▲+7.9% Added · +45K sh | |
| 45 | Ishares TR MSCI USA MMENTM | $62.4M | 182.0K | 0.4% | ▲+17% Added · +27K sh | |
| 46 | Abbvie Inc COM | $62.0M | 246.2K | 0.4% | ▲+0.3% Added · +749 sh | |
| 47 | Mastercard Incorporated CL A | $61.7M | 120.1K | 0.4% | ▼−0.7% Reduced · −871 sh | |
| 48 | Schwab Strategic TR US SML CAP ETF | $61.2M | 1.69M | 0.4% | ▼−4.3% Reduced · −77K sh | |
| 49 | SPDR Series Trust ST STR RATE ETF | $60.7M | 1.97M | 0.4% | ▲+30% Added · +450K sh | |
| 50 | Kla Corp COM NEW | $59.2M | 196.2K | 0.4% | ▲+899% Added · +177K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1133639/holdings"
Use Arkolith to show NEW YORK LIFE INVESTMENT MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 788 | $14.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 781 | $11.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 766 | $11.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 804 | $11.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 798 | $10.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 818 | $9.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 819 | $10.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 845 | $10.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 1,399 | $9.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 1,875 | $10.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 1,840 | $9.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 1,826 | $9.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 1,839 | $9.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 1,762 | $9.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 1,205 | $8.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 1,212 | $8.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 1,256 | $8.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 26, 2022 | 52 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 46 | $1.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 43 | $1.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 30 | $1.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 31 | $1.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 23, 2021 | 26 | $1.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 26 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.