Intech Investment Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Intech Investment Management LLC reported 2,377 stock positions worth $10.3 billion. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Apple (AAPL, 4.5%) and Microsoft (MSFT, 3.5%). Compared with Q3 2024, it opened 427 new positions, sold out of 65, added to 1,579 and reduced 361. The biggest buy was Broadcom (AVGO, shares +62%) and the biggest sale Apple (AAPL, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001086318
- Portfolio Value
- $10.3B (Q4 2024)
- SEC Filing
- 0001085146-25-000959 ↗ filed Feb 11, 2025
Holdings Value
Holdings 2,377 stocks · $10.3B
| NVDA Nvidia Corp. | 5.46% | 4,192,148 | $563.0M | Reduce -0.7% |
| AAPL Apple Inc. | 4.54% | 1,872,310 | $468.9M | Reduce -19.9% |
| MSFT Microsoft Corp. | 3.46% | 845,979 | $356.6M | Reduce -10.9% |
| META Meta Platforms Inc. Class A | 2.85% | 502,536 | $294.2M | Add +6.3% |
| AMZN Amazon.com Inc. | 2.31% | 1,086,496 | $238.4M | Reduce -25.9% |
| GOOGL Alphabet Inc. Class A | 1.63% | 888,982 | $168.3M | Reduce -7.6% |
| LLY Eli Lilly & Co. | 1.52% | 202,735 | $156.5M | Reduce -9.7% |
| GOOG Alphabet Inc. Class C | 1.40% | 760,151 | $144.8M | Reduce -7.5% |
| UNH Unitedhealth Group Inc. | 1.33% | 271,214 | $137.2M | Add +37.0% |
| TSLA Tesla Inc. | 1.31% | 334,356 | $135.0M | Add +32.4% |
| AVGO Broadcom Inc. | 1.26% | 558,883 | $129.6M | Add +62.0% |
| NFLX Netflix Inc. | 1.24% | 143,677 | $128.1M | Add +41.5% |
| PGR Progressive Corp. | 1.18% | 508,945 | $121.9M | Add +23.1% |
| CMG Chipotle Mexican Grill Inc. | 1.01% | 1,732,194 | $104.5M | Add +2.1% |
| CRM Salesforce Inc. | 0.93% | 287,683 | $96.2M | Add +42.0% |
| MRK Merck & Co. Inc. | 0.85% | 884,573 | $88.0M | Add +111.9% |
| CAT Caterpillar Inc. | 0.81% | 231,142 | $83.8M | Add +31.6% |
| HCA HCA Healthcare Inc. | 0.80% | 276,269 | $82.9M | Add +63.2% |
| WMT Walmart Inc. | 0.80% | 911,762 | $82.4M | Reduce -11.2% |
| ADBE Adobe Inc. | 0.72% | 166,718 | $74.1M | Add +87.2% |
| XOM Exxon Mobil Corp. | 0.60% | 578,066 | $62.2M | Add +12.4% |
| CTAS Cintas Corp. | 0.58% | 325,741 | $59.5M | Add +160.2% |
| ORCL Oracle Corp. | 0.57% | 350,439 | $58.4M | Add +102.6% |
| FICO Fair Isaac Corp. | 0.55% | 28,702 | $57.1M | Add +23.7% |
| PLTR Palantir Technologies Inc. Class A | 0.53% | 718,525 | $54.3M | Add +653.9% |
| JPM JPMorgan Chase & Co. | 0.52% | 224,962 | $53.9M | Add +78.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 475,883 | $53.0M | Reduce -6.5% |
| GM General Motors Co. | 0.51% | 984,426 | $52.4M | Add +12.0% |
| EME Emcor Group Inc. | 0.51% | 115,293 | $52.3M | Add +65.2% |
| WFC Wells Fargo & Co. | 0.49% | 719,970 | $50.6M | Add +431.1% |
| CL Colgate-Palmolive Co. | 0.48% | 545,551 | $49.6M | Add +312.0% |
| NOC Northrop Grumman Corp. | 0.48% | 105,679 | $49.6M | Add +5.2% |
| BRO Brown & Brown Inc. | 0.48% | 484,779 | $49.5M | Add +17.3% |
| ACGL Arch Capital Group Ltd. | 0.47% | 529,510 | $48.9M | Add +198.7% |
| DXCM Dexcom Inc. | 0.47% | 622,788 | $48.4M | Add +60.8% |
| GS Goldman Sachs Group Inc. | 0.45% | 81,202 | $46.5M | Add +291.6% |
| COST Costco Wholesale Corp. | 0.44% | 49,853 | $45.7M | Reduce -17.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.43% | 420,200 | $44.2M | Add +100.0% |
| CEG Constellation Energy | 0.41% | 187,951 | $42.0M | Reduce -38.5% |
| CNC Centene Corp. | 0.40% | 687,814 | $41.7M | Add +4390.8% |
| ABBV Abbvie Inc. | 0.38% | 217,849 | $38.7M | Add +7.9% |
| VLTO Veralto Corp. | 0.37% | 378,432 | $38.5M | Add +43.7% |
| GDDY GoDaddy Inc. Class A | 0.37% | 193,211 | $38.1M | Reduce -23.7% |
| PG The Procter & Gamble Co. | 0.35% | 214,580 | $36.0M | Reduce -10.1% |
| AXP American Express Co. | 0.34% | 117,846 | $35.0M | Reduce -1.8% |
| BSX Boston Scientific Corp. | 0.33% | 378,607 | $33.8M | Add +91.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.32% | 435,303 | $33.4M | Add +151.8% |
| CSCO Cisco Systems Inc. | 0.30% | 519,365 | $30.7M | Reduce -20.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 139,755 | $30.7M | Reduce -41.6% |
| SU Suncor Energy Inc. | 0.27% | 775,821 | $27.7M | Add +65.6% |
| FTNT Fortinet Inc. | 0.27% | 292,166 | $27.6M | Reduce -21.2% |
| CMCSA Comcast Corp. Class A | 0.26% | 709,402 | $26.6M | Reduce -55.5% |
| AFL Aflac Inc. | 0.25% | 252,445 | $26.1M | Add +252.3% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 430,451 | $25.7M | Add +173.1% |
| HPE Hewlett Packard Enterprise | 0.25% | 1,197,406 | $25.6M | Reduce -29.2% |
| ACN Accenture PLC Class A | 0.24% | 70,187 | $24.7M | Add +50.3% |
| V Visa Inc. Class A | 0.24% | 78,106 | $24.7M | Add +1.6% |
| GEHC GE Healthcare Technology | 0.24% | 312,080 | $24.4M | Add +1429.4% |
| PPG PPG Industries Inc. | 0.23% | 202,775 | $24.2M | Add +57.6% |
| THC Tenet Healthcare Corp. | 0.23% | 188,767 | $23.8M | Add +138.1% |
| WTW Willis Towers Watson PLC | 0.23% | 75,653 | $23.7M | Reduce -27.6% |
| LIN Linde PLC | 0.23% | 56,360 | $23.6M | Add +189.7% |
| SFM Sprouts Farmers Market Inc. | 0.23% | 184,576 | $23.5M | Add +87.5% |
| CCJ Cameco Corp. | 0.23% | 451,781 | $23.2M | Add +42.3% |
| EG Everest Group Ltd. | 0.22% | 63,708 | $23.1M | Add +133.2% |
| PANW Palo Alto Networks Inc. | 0.22% | 123,916 | $22.5M | Add +731.8% |
| APP AppLovin Corp. Class A | 0.21% | 67,945 | $22.0M | Add +209.9% |
| VRSN Verisign Inc. | 0.21% | 104,288 | $21.6M | Add +45.8% |
| EBAY eBay Inc. | 0.21% | 345,482 | $21.4M | Add +2818.9% |
| MU Micron Technology Inc. | 0.21% | 253,216 | $21.3M | Add +18.8% |
| ISRG Intuitive Surgical Inc. | 0.20% | 38,859 | $20.3M | Add +47.5% |
| CDW CDW Corp. | 0.19% | 115,307 | $20.1M | Add +1080.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 43,443 | $19.7M | Reduce -35.7% |
| WELL Welltower Inc. | 0.19% | 156,016 | $19.7M | Add +132.6% |
| MA Mastercard Inc. Class A | 0.19% | 37,035 | $19.5M | Reduce -13.4% |
| WSM Williams-Sonoma Inc. | 0.19% | 104,806 | $19.4M | Add +172.1% |
| JLL Jones Lang Lasalle Inc. | 0.19% | 75,855 | $19.2M | Add +165.2% |
| IDCC Interdigital Inc. | 0.18% | 97,979 | $19.0M | Add +229.6% |
| LDOS Leidos Holdings Inc. | 0.18% | 131,490 | $18.9M | Add +7.9% |
| FSLR First Solar Inc. | 0.18% | 106,595 | $18.8M | Add +2577.6% |
| BAH Booz Allen Hamilton Holdings | 0.18% | 141,898 | $18.3M | Add +631.7% |
| ED Consolidated Edison Inc. | 0.18% | 203,633 | $18.2M | Add +35.6% |
| GILD Gilead Sciences Inc. | 0.18% | 195,587 | $18.1M | Add +1.6% |
| TTC Toro Co. | 0.17% | 224,907 | $18.0M | Add +656.4% |
| JNJ Johnson & Johnson | 0.17% | 121,824 | $17.6M | Add +14.2% |
| CBOE Cboe Global Markets Inc. | 0.17% | 90,073 | $17.6M | Reduce -26.9% |
| FFIV F5 Inc. | 0.17% | 69,259 | $17.4M | Add +96.9% |
| FIX Comfort Systems USA Inc. | 0.17% | 40,453 | $17.2M | Add +51.3% |
| RS Reliance Inc. | 0.17% | 63,677 | $17.1M | Add +24.9% |
| MRSH Marsh & McLennan Cos | 0.17% | 80,655 | $17.1M | Reduce -4.5% |
| KR Kroger Co. | 0.17% | 279,237 | $17.1M | Reduce -42.2% |
| MCK McKesson Corp. | 0.16% | 29,821 | $17.0M | Reduce -66.5% |
| UHS Universal Health Services-B | 0.16% | 93,294 | $16.7M | Add +41.8% |
| QCOM Qualcomm Inc. | 0.16% | 107,877 | $16.6M | Reduce -9.0% |
| AZO AutoZone Inc. | 0.16% | 5,114 | $16.4M | Add +22.7% |
| CSL Carlisle Cos Inc. | 0.16% | 43,949 | $16.2M | Add +60.0% |
| NBIX Neurocrine Biosciences Inc. | 0.16% | 118,414 | $16.2M | Add +15.4% |
| BKNG Booking Holdings Inc. | 0.16% | 3,226 | $16.0M | Reduce -56.6% |
| TRV The Travelers Cos Inc. | 0.16% | 66,508 | $16.0M | Add +34.8% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 95,261 | $15.9M | Reduce -44.5% |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -19.9% | 4.54% | −1.55 |
| MSFT Microsoft Corp. | Reduce -10.9% | 3.46% | −1.12 |
| AMZN Amazon.com Inc. | Reduce -25.9% | 2.31% | −0.75 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.73 |
| LLY Eli Lilly & Co. | Reduce -9.7% | 1.52% | −0.71 |
| CMCSA Comcast Corp. Class A | Reduce -55.5% | 0.26% | −0.49 |
| CEG Constellation Energy | Reduce -38.5% | 0.41% | −0.48 |
| DECK Deckers Outdoor Corp. | Reduce -94.2% | 0.03% | −0.41 |
| NTAP Netapp Inc. | Reduce -86.9% | 0.04% | −0.37 |
| PHM Pultegroup Inc. | Reduce -74.7% | 0.07% | −0.36 |
| MCK McKesson Corp. | Reduce -66.5% | 0.16% | −0.33 |
| HUM Humana Inc. | Reduce -68.3% | 0.09% | −0.32 |
| IBM Intl Business Machines Corp. | Reduce -41.6% | 0.30% | −0.29 |
| VST Vistra Corp. | Reduce -77.3% | 0.09% | −0.29 |
| FAST Fastenal Co. | Reduce -88.7% | 0.03% | −0.29 |
| STX Seagate Technology Holdings | Reduce -91.9% | 0.02% | −0.28 |
| NVDA Nvidia Corp. | Reduce -0.7% | 5.46% | −0.28 |
| AMD Advanced Micro Devices | Reduce -61.8% | 0.09% | −0.27 |
| MPC Marathon Petroleum Corp. | Reduce -79.2% | 0.05% | −0.26 |
| ROL Rollins Inc. | Reduce -53.1% | 0.14% | −0.24 |
| SBUX Starbucks Corp. | Reduce -66.8% | 0.08% | −0.22 |
| LPLA LPL Financial Holdings Inc. | Reduce -92.6% | 0.02% | −0.22 |
| PSX Phillips 66 | Reduce -77.8% | 0.04% | −0.22 |
| TEAM Atlassian Corp. Class A | Reduce -91.8% | 0.03% | −0.21 |
| GE General Electric | Reduce -44.5% | 0.15% | −0.21 |
| NRG NRG Energy Inc. | Reduce -72.0% | 0.06% | −0.20 |
| LMT Lockheed Martin Corp. | Reduce -42.3% | 0.15% | −0.20 |
| CI The Cigna Group | Reduce -55.3% | 0.09% | −0.20 |
| BKNG Booking Holdings Inc. | Reduce -56.6% | 0.16% | −0.19 |
| ALL Allstate Corp. | Reduce -56.8% | 0.12% | −0.19 |
| FDX FedEx Corp. | Reduce -62.1% | 0.10% | −0.19 |
| BLDR Builders Firstsource Inc. | Reduce -70.5% | 0.04% | −0.19 |
| DHI D.R. Horton Inc. | Reduce -66.7% | 0.05% | −0.18 |
| LULU Lululemon Athletica Inc. | Reduce -81.9% | 0.05% | −0.18 |
| PFG Principal Financial Group | Reduce -74.6% | 0.04% | −0.18 |
| DLTR Dollar Tree Inc. | Reduce -87.8% | 0.02% | −0.18 |
| EW Edwards Lifesciences Corp. | Reduce -57.3% | 0.12% | −0.17 |
| APD Air Products & Chemicals Inc. | Reduce -49.3% | 0.12% | −0.16 |
| VEEV Veeva Systems Inc. Class A | Reduce -81.4% | 0.03% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -35.7% | 0.19% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -17.5% | 0.44% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -7.6% | 1.63% | −0.15 |
| ADP Automatic Data Processing | Reduce -60.0% | 0.09% | −0.15 |
| KR Kroger Co. | Reduce -42.2% | 0.17% | −0.14 |
| HPE Hewlett Packard Enterprise | Reduce -29.2% | 0.25% | −0.14 |
| VLO Valero Energy Corp. | Reduce -60.9% | 0.06% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -7.5% | 1.40% | −0.13 |
| BMY Bristol-Myers Squibb Co. | Reduce -55.9% | 0.09% | −0.13 |
| WMT Walmart Inc. | Reduce -11.2% | 0.80% | −0.13 |
| URI United Rentals Inc. | Reduce -82.0% | 0.02% | −0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +62.0% | 1.26% | +0.59 |
| TSLA Tesla Inc. | Add +32.4% | 1.31% | +0.57 |
| PLTR Palantir Technologies Inc. Class A | Add +653.9% | 0.53% | +0.49 |
| NFLX Netflix Inc. | Add +41.5% | 1.24% | +0.44 |
| WFC Wells Fargo & Co. | Add +431.1% | 0.49% | +0.40 |
| CNC Centene Corp. | Add +4390.8% | 0.40% | +0.39 |
| GS Goldman Sachs Group Inc. | Add +291.6% | 0.45% | +0.34 |
| CL Colgate-Palmolive Co. | Add +312.0% | 0.48% | +0.33 |
| MRK Merck & Co. Inc. | Add +111.9% | 0.85% | +0.32 |
| CRM Salesforce Inc. | Add +42.0% | 0.93% | +0.31 |
| CTAS Cintas Corp. | Add +160.2% | 0.58% | +0.29 |
| ACGL Arch Capital Group Ltd. | Add +198.7% | 0.47% | +0.25 |
| ORCL Oracle Corp. | Add +102.6% | 0.57% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +78.0% | 0.52% | +0.22 |
| GEHC GE Healthcare Technology | Add +1429.4% | 0.24% | +0.21 |
| ADBE Adobe Inc. | Add +87.2% | 0.72% | +0.20 |
| EBAY eBay Inc. | Add +2818.9% | 0.21% | +0.20 |
| PANW Palo Alto Networks Inc. | Add +731.8% | 0.22% | +0.19 |
| BNY Bank of New York Mellon Corp. | Add +151.8% | 0.32% | +0.19 |
| APP AppLovin Corp. Class A | Add +209.9% | 0.21% | +0.18 |
| DXCM Dexcom Inc. | Add +60.8% | 0.47% | +0.18 |
| FSLR First Solar Inc. | Add +2577.6% | 0.18% | +0.17 |
| EME Emcor Group Inc. | Add +65.2% | 0.51% | +0.17 |
| CDW CDW Corp. | Add +1080.2% | 0.19% | +0.17 |
| AFL Aflac Inc. | Add +252.3% | 0.25% | +0.16 |
| IRM Iron Mountain Inc. | Add +100.0% | 0.43% | +0.15 |
| TTC Toro Co. | Add +656.4% | 0.17% | +0.15 |
| BSX Boston Scientific Corp. | Add +91.8% | 0.33% | +0.14 |
| BAH Booz Allen Hamilton Holdings | Add +631.7% | 0.18% | +0.14 |
| RNR Renaissancere Holdings Ltd. | Add +1504.1% | 0.15% | +0.14 |
| IDCC Interdigital Inc. | Add +229.6% | 0.18% | +0.14 |
| JEF Jefferies Financial Group Inc. | Add +612.4% | 0.15% | +0.13 |
| LIN Linde PLC | Add +189.7% | 0.23% | +0.12 |
| TWLO Twilio Inc. Class A | Add +406.5% | 0.14% | +0.12 |
| WSM Williams-Sonoma Inc. | Add +172.1% | 0.19% | +0.12 |
| ESNT Essent Group Ltd. | Add +884.8% | 0.14% | +0.12 |
| SIG Signet Jewelers Ltd. | Add +827.0% | 0.14% | +0.12 |
| MDLZ Mondelez International Inc. Class A | Add +173.1% | 0.25% | +0.12 |
| EAT Brinker International Inc. | Add +327.4% | 0.13% | +0.11 |
| SPOT Spotify Technology SA | Add +1504.7% | 0.12% | +0.11 |
| SFM Sprouts Farmers Market Inc. | Add +87.5% | 0.23% | +0.11 |
| EG Everest Group Ltd. | Add +133.2% | 0.22% | +0.10 |
| AGO Assured Guaranty Ltd. | Add +236.5% | 0.15% | +0.10 |
| JLL Jones Lang Lasalle Inc. | Add +165.2% | 0.19% | +0.10 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| WELL Welltower Inc. | Add +132.6% | 0.19% | +0.09 |
| ALLE Allegion PLC | Add +782.3% | 0.11% | +0.09 |
| BRBR Bellring Brands Inc. | Add +193.3% | 0.14% | +0.09 |
| ABT Abbott Laboratories | Add +374.9% | 0.12% | +0.09 |
| WAB Wabtec Corp. | Add +174.3% | 0.15% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,110 | $10.9B | NVDA, AAPL, MSFT, GOOGL, AVGO |
| Q1 2026 | 2,091 | $10.2B | NVDA, MSFT, AAPL, GOOGL, AVGO |
| Q4 2025 | 2,311 | $11.2B | NVDA, MSFT, AAPL, META, AVGO |
| Q3 2025 | 2,400 | $11.2B | NVDA, MSFT, AAPL, META, AVGO |
| Q2 2025 | 2,447 | $10.7B | NVDA, MSFT, AAPL, META, AMZN |
| Q1 2025 | 2,521 | $9.7B | NVDA, AAPL, MSFT, META, AMZN |
| Q4 2024 | 2,377 | $10.3B | NVDA, AAPL, MSFT, META, AMZN |
| Q3 2024 | 2,013 | $8.9B | AAPL, NVDA, MSFT, AMZN, META |
| Q2 2024 | 1,096 | $8.0B | AAPL, NVDA, MSFT, META, AMZN |
| Q1 2024Amended | 642 | $7.1B | AAPL, NVDA, MSFT, META, AMZN |