Arkolith/Funds/Northwestern Mutual Investment Management Company, LLC

Northwestern Mutual Investment Management Company, LLC

CIK 1629649
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Northwestern Mutual Investment Management Company, LLC holds a focused book of 874 stocks worth $6.6B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Ishares Msci Eafe ETF. Their largest long position is Ishares Msci Eafe ETF at 17% of the equity book.

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Use Arkolith to show NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC's latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
565
existing
Trimmed
287
reduced
Sold out
19
exited

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
65%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
13%
Financials
5%
Industrials
5%
Consumer Discretionary
4%
Health Care
3%
Materials
2%
Utilities
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

874 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI EAFE ETF
$1.1B11.29M
16.6%
−28%
Reduced · −4.4M sh
2Ishares TR
CORE S&P500 ETF
$783.6M1.20M
11.9%
−20%
Reduced · −305K sh
3Ishares TR
CORE S&P SCP ETF
$654.3M5.26M
9.9%
−16%
Reduced · −973K sh
4Ishares TR
CORE S&P MCP ETF
$578.4M8.57M
8.8%
−24%
Reduced · −2.6M sh
5Ishares TR
IBOXX INV CP ETF
$375.3M3.44M
5.7%
+6.2%
Added · +200K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$327.3M547.8K
5.0%
−41%
Reduced · −373K sh
7Nvidia Corporation
COM
$135.6M777.5K
2.1%
+0.1%
Added · +1K sh
8Apple Inc
COM
$119.2M469.8K
1.8%
−0.5%
Reduced · −2K sh
9Vanguard Scottsdale FDS
LG-TERM COR BD
$99.8M1.34M
1.5%
+5.5%
Added · +70K sh
10Ishares TR
EXPANDED TECH
$90.8M1.13M
1.4%
New
New position
11Microsoft Corp
COM
$88.0M237.6K
1.3%
+0.1%
Added · +125 sh
12Amazon Com Inc
COM
$65.1M312.6K
1.0%
+0.6%
Added · +2K sh
13Alphabet Inc
CAP STK CL A
$53.6M186.3K
0.8%
+0.2%
Added · +394 sh
14Ishares TR
IBOXX HI YD ETF
$48.9M615.0K
0.7%
−89%
Reduced · −5.2M sh
15Broadcom Inc
COM
$47.0M151.7K
0.7%
+0.5%
Added · +821 sh
16Ishares TR
CORE US AGGBD ET
$43.5M438.0K
0.7%
−2.1%
Reduced · −10K sh
17Alphabet Inc
CAP STK CL C
$42.9M149.6K
0.7%
+0.7%
Added · +1K sh
18Meta Platforms Inc
CL A
$40.0M70.0K
0.6%
+0.6%
Added · +396 sh
19Pimco ETF TR
ENHAN SHRT MA AC
$34.5M342.9K
0.5%
New
New position
20Tesla Inc
COM
$33.5M90.0K
0.5%
+0.2%
Added · +210 sh
21Ishares TR
BROAD USD HIGH
$28.8M783.0K
0.4%
−90%
Reduced · −6.7M sh
22Berkshire Hathaway Inc Del
CL B NEW
$28.1M58.7K
0.4%
+0.1%
Added · +85 sh
23JPMorgan Chase & Co
COM
$25.4M86.3K
0.4%
−0.8%
Reduced · −711 sh
24Eli Lilly & Co
COM
$23.3M25.4K
0.4%
−0.1%
Reduced · −18 sh
25Exxon Mobil Corp
COM
$22.7M133.7K
0.3%
−0.8%
Reduced · −1K sh
26Johnson & Johnson
COM
$18.8M77.1K
0.3%
+0.2%
Added · +129 sh
27Walmart Inc
COM
$17.4M140.3K
0.3%
+0.1%
Added · +154 sh
28Visa Inc
COM CL A
$16.3M53.8K
0.2%
−0.2%
Reduced · −131 sh
29Costco Wholesale Corporation
COM
$14.2M14.2K
0.2%
+0.3%
Added · +42 sh
30Mastercard Incorporated
CL A
$13.0M26.1K
0.2%
−0.5%
Reduced · −140 sh
31Netflix Inc.
COM
$13.0M135.1K
0.2%
−0.2%
Reduced · −290 sh
32Chevron Corporation
COM
$12.4M60.0K
0.2%
−0.8%
Reduced · −495 sh
33Abbvie Inc
COM
$12.3M56.6K
0.2%
+0.1%
Added · +80 sh
34Micron Technology Inc
COM
$12.2M36.0K
0.2%
+0.4%
Added · +150 sh
35Procter & Gamble Co
COM
$10.7M74.4K
0.2%
−0.4%
Reduced · −300 sh
36Palantir Technologies Inc
CL A
$10.7M73.1K
0.2%
+0.1%
Added · +104 sh
37Advanced Micro Devices Inc
COM
$10.6M52.2K
0.2%
+0.3%
Added · +151 sh
38Caterpillar Inc
COM
$10.5M14.9K
0.2%
−0.4%
Reduced · −65 sh
39Home Depot Inc
COM
$10.5M31.9K
0.2%
+0.1%
Added · +50 sh
40Bank America Corp
COM
$10.4M212.3K
0.2%
−1.1%
Reduced · −2K sh
41Cisco Sys Inc
COM
$9.8M126.4K
0.1%
+0.4%
Added · +511 sh
42Merck & Co Inc
COM
$9.6M79.4K
0.1%
+0.1%
Added · +114 sh
43Ge Aerospace
COM NEW
$9.5M33.6K
0.1%
−0.4%
Reduced · −144 sh
44Coca Cola Co
COM
$9.4M123.9K
0.1%
+0.1%
Added · +177 sh
45Franco Nev Corp
COM
$9.1M36.9K
0.1%
−8.1%
Reduced · −3K sh
46Applied Matls Inc
COM
$8.7M25.4K
0.1%
−0.2%
Reduced · −56 sh
47Lam Research Corp
COM NEW
$8.5M40.0K
0.1%
−0.4%
Reduced · −174 sh
48RTX Corporation
COM
$8.3M43.0K
0.1%
+0.3%
Added · +111 sh
49Goldman Sachs Group Inc
COM
$8.1M9.6K
0.1%
+0.1%
Added · +14 sh
50Oracle Corp
COM
$8.0M54.3K
0.1%
+1.0%
Added · +516 sh
Showing 50 of 874 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 2026874$6.6B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026877$8.6B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025877$6.9B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025879$6.5B13F-HR
Q1 2025Mar 31, 2025May 14, 2025877$6.3B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025875$4.5B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024874$4.3B13F-HR
Q2 2024Jun 30, 2024Aug 15, 2024876$3.9B13F-HR
Q1 2024Mar 31, 2024May 15, 2024877$3.8B13F-HR
Q4 2023Dec 31, 2023Jun 20, 2024886$3.8B13F-HR/A
Q3 2023Sep 30, 2023Jun 20, 2024885$3.7B13F-HR/A
Q2 2023Jun 30, 2023Jun 20, 2024888$3.8B13F-HR/A
Q1 2023Mar 31, 2023Jun 20, 2024886$3.9B13F-HR/A
Q4 2022Dec 31, 2022Jun 20, 2024889$3.9B13F-HR/A
Q3 2022Sep 30, 2022Jun 20, 2024891$4.0B13F-HR/A
Q2 2022Jun 30, 2022Jun 20, 2024891$4.4B13F-HR/A
Q1 2022Mar 31, 2022Jun 20, 2024905$4.5B13F-HR/A
Amended / restated
  • Q4 2023 · filed Feb 13, 202413F-HR · superseded
  • Q3 2023 · filed Nov 14, 202313F-HR · superseded
  • Q2 2023 · filed Aug 14, 202313F-HR · superseded
  • Q1 2023 · filed May 15, 202313F-HR · superseded
  • Q4 2022 · filed Feb 21, 202313F-HR · superseded
  • Q3 2022 · filed Nov 14, 202213F-HR · superseded
  • Q2 2022 · filed Aug 4, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.