Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Meiji Yasuda Asset Management Co Ltd. reported 668 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by Nvidia (NVDA, 3.6%) and Apple (AAPL, 3.5%). Compared with Q4 2023, it opened 149 new positions, sold out of 9, added to 306 and reduced 211. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale Consolidated Edison (ED, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.3B (Q1 2024)
- SEC Filing
- 0000950123-24-005389 ↗ filed May 15, 2024
Holdings Value
Holdings 668 stocks · $2.3B
| MSFT Microsoft Corp. | 4.74% | 264,643 | $111.3M | Add +3.8% |
| NVDA Nvidia Corp. | 3.64% | 94,692 | $85.6M | Add +6.3% |
| AAPL Apple Inc. | 3.54% | 484,441 | $83.1M | Add +3.5% |
| AMZN Amazon.com Inc. | 2.30% | 300,082 | $54.1M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 2.05% | 319,847 | $48.3M | Add +4.5% |
| META Meta Platforms Inc. Class A | 1.58% | 76,662 | $37.2M | Add +7.6% |
| ABBV Abbvie Inc. | 1.36% | 175,035 | $31.9M | Reduce -5.7% |
| XOM Exxon Mobil Corp. | 1.32% | 265,870 | $30.9M | Add +5.5% |
| PG The Procter & Gamble Co. | 1.26% | 183,028 | $29.7M | Reduce -11.8% |
| AVGO Broadcom Inc. | 1.03% | 18,267 | $24.2M | Reduce -11.9% |
| NEE Nextera Energy Inc. | 1.01% | 372,003 | $23.8M | Add +27.6% |
| PEP Pepsico Inc. | 1.01% | 135,738 | $23.8M | Reduce -14.1% |
| HD Home Depot Inc. | 0.98% | 60,308 | $23.1M | Add +5.0% |
| V Visa Inc. Class A | 0.98% | 82,371 | $23.0M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 0.98% | 114,686 | $23.0M | Add +5.7% |
| CVX Chevron Corp. | 0.95% | 141,821 | $22.4M | Add +22.4% |
| WMT Walmart Inc. | 0.86% | 336,050 | $20.2M | Reduce -16.3% |
| JNJ Johnson & Johnson | 0.86% | 127,118 | $20.1M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.83% | 25,100 | $19.5M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 0.83% | 39,348 | $19.5M | Reduce -13.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.81% | 99,951 | $19.1M | Reduce -37.2% |
| O Realty Income Corp. | 0.78% | 339,228 | $18.4M | Add +729.3% |
| TXN Texas Instruments Inc. | 0.78% | 105,229 | $18.3M | Add +46.4% |
| KO The Coca-Cola Co. | 0.76% | 290,050 | $17.7M | Reduce -8.9% |
| CAT Caterpillar Inc. | 0.69% | 44,018 | $16.1M | Reduce -16.3% |
| BBY Best Buy Co. Inc. | 0.65% | 187,335 | $15.4M | Add +3288.8% |
| AMCR Amcor PLC | 0.65% | 1,608,659 | $15.3M | Add +18.2% |
| ABT Abbott Laboratories | 0.65% | 133,691 | $15.2M | Add +3.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.64% | 123,104 | $15.0M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 0.64% | 98,558 | $15.0M | Add +14.0% |
| ES Eversource Energy | 0.63% | 246,549 | $14.7M | Add +72.9% |
| TSLA Tesla Inc. | 0.60% | 80,121 | $14.1M | Add +9.6% |
| EIX Edison International | 0.59% | 194,854 | $13.8M | Add +1696.2% |
| UGI Ugi Corp. | 0.59% | 560,943 | $13.8M | New |
| TGT Target Corp. | 0.58% | 76,832 | $13.6M | Add +8.5% |
| MCD McDonald's Corp. | 0.58% | 47,970 | $13.5M | Reduce -23.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 31,930 | $13.4M | Reduce -13.1% |
| MDT Medtronic PLC | 0.56% | 151,964 | $13.2M | Reduce -16.1% |
| KMB Kimberly-Clark Corp. | 0.56% | 101,467 | $13.1M | Add +8.5% |
| QCOM Qualcomm Inc. | 0.56% | 77,033 | $13.0M | Add +138.3% |
| SPGI S&P Global Inc. | 0.55% | 30,184 | $12.8M | Reduce -8.4% |
| BKNG Booking Holdings Inc. | 0.53% | 3,457 | $12.5M | Reduce -5.4% |
| MRK Merck & Co. Inc. | 0.53% | 94,784 | $12.5M | Reduce -19.8% |
| BEN Franklin Templeton Inc. | 0.52% | 432,916 | $12.2M | Reduce -9.6% |
| FRT Federal Realty Invs Trust | 0.52% | 118,940 | $12.1M | Reduce -4.4% |
| HRL Hormel Foods Corp. | 0.51% | 342,665 | $12.0M | Add +35.0% |
| LIN Linde PLC | 0.50% | 25,506 | $11.8M | Reduce -14.6% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 19,275 | $11.2M | Add +4.9% |
| ECL Ecolab Inc. | 0.47% | 48,299 | $11.2M | Reduce -25.0% |
| LOW Lowe's Cos Inc. | 0.47% | 43,729 | $11.1M | Reduce -15.3% |
| ESS Essex Property Trust Inc. | 0.47% | 45,108 | $11.0M | Reduce -22.8% |
| ETN Eaton Corp. PLC | 0.46% | 34,311 | $10.7M | Reduce -20.2% |
| ADP Automatic Data Processing | 0.45% | 42,546 | $10.6M | Add +8.5% |
| OGS One Gas Inc. | 0.45% | 164,427 | $10.6M | New |
| BLK BlackRock Finance Inc. | 0.45% | 12,613 | $10.5M | Add +2.2% |
| EOG EOG Resources Inc. | 0.44% | 81,197 | $10.4M | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.44% | 13,568 | $10.3M | Add +5.0% |
| CL Colgate-Palmolive Co. | 0.44% | 114,487 | $10.3M | Reduce -15.5% |
| RSG Republic Services Inc. | 0.44% | 53,692 | $10.3M | Add +4.7% |
| SNPS Synopsys Inc. | 0.43% | 17,549 | $10.0M | Add +0.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.42% | 78,532 | $9.9M | Add +14.7% |
| ADM Archer-Daniels-Midland Co. | 0.42% | 156,477 | $9.8M | Add +100.2% |
| USB US Bancorp | 0.42% | 219,757 | $9.8M | Add +33.6% |
| SWK Stanley Black & Decker Inc. | 0.41% | 99,530 | $9.7M | Reduce -39.6% |
| AXP American Express Co. | 0.41% | 42,480 | $9.7M | Reduce -20.7% |
| SYY Sysco Corp. | 0.41% | 118,504 | $9.6M | Reduce -2.9% |
| ROP Roper Technologies Inc. | 0.41% | 17,146 | $9.6M | Reduce -31.0% |
| UNP Union Pacific Corp. | 0.41% | 38,808 | $9.5M | Add +4.6% |
| PRGO Perrigo Co. PLC | 0.40% | 289,316 | $9.3M | New |
| EMR Emerson Electric Co. | 0.39% | 81,515 | $9.2M | Reduce -18.4% |
| GPC Genuine Parts Co. | 0.39% | 58,919 | $9.1M | Add +8.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.38% | 115,584 | $8.9M | Add +13.0% |
| COST Costco Wholesale Corp. | 0.38% | 12,103 | $8.9M | Add +9.3% |
| ITW Illinois Tool Works | 0.38% | 33,022 | $8.9M | Reduce -24.7% |
| MBB iShares MBS ETF | 0.37% | 94,555 | $8.7M | Add +13.3% |
| VZ Verizon Communications Inc. | 0.37% | 206,235 | $8.7M | Reduce -25.3% |
| AFL Aflac Inc. | 0.36% | 98,872 | $8.5M | Reduce -11.9% |
| APD Air Products & Chemicals Inc. | 0.36% | 35,011 | $8.5M | Add +12.7% |
| AME Ametek Inc. | 0.35% | 45,557 | $8.3M | Reduce -9.9% |
| PII Polaris Inc. | 0.35% | 82,816 | $8.3M | Add +4.3% |
| ADI Analog Devices Inc. | 0.34% | 40,776 | $8.1M | Add +135.8% |
| LEG Leggett & Platt Inc. | 0.34% | 419,990 | $8.0M | Add +58.4% |
| NFLX Netflix Inc. | 0.33% | 12,881 | $7.8M | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 77,031 | $7.8M | Add +37.1% |
| PLD Prologis Inc. | 0.33% | 59,441 | $7.7M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 62,743 | $7.7M | Add +7.0% |
| ZTS Zoetis Inc. | 0.32% | 45,070 | $7.6M | Add +2.4% |
| ACN Accenture PLC Class A | 0.32% | 21,859 | $7.6M | Reduce -33.3% |
| CAH Cardinal Health Inc. | 0.32% | 67,219 | $7.5M | Reduce -36.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 197,107 | $7.5M | Add +1.2% |
| DHR Danaher Corp. | 0.32% | 29,858 | $7.5M | Add +7.7% |
| CHRW C.H. Robinson Worldwide Inc. | 0.31% | 96,964 | $7.4M | Reduce -9.1% |
| CB Chubb Ltd. | 0.31% | 27,871 | $7.2M | Reduce -30.2% |
| SR Spire Inc. | 0.30% | 116,334 | $7.1M | New |
| SON Sonoco Products Co. | 0.30% | 123,317 | $7.1M | Reduce -8.3% |
| CSCO Cisco Systems Inc. | 0.30% | 142,781 | $7.1M | Reduce -26.9% |
| WM Waste Management Inc. | 0.30% | 33,094 | $7.1M | Add +23.9% |
| ISRG Intuitive Surgical Inc. | 0.30% | 17,653 | $7.0M | Add +24.7% |
| TW Tradeweb Markets Inc. Class A | 0.30% | 67,592 | $7.0M | Reduce -6.8% |
| NKE Nike Inc. Class B | 0.29% | 73,458 | $6.9M | Reduce -1.7% |
Portfolio Sells Q4 2023 → Q1 2024
| ED Consolidated Edison Inc. | Reduce -88.5% | 0.07% | −0.54 |
| WBA Walgreens Boots Alliance Inc. | Reduce -94.5% | 0.02% | −0.53 |
| FAST Fastenal Co. | Reduce -90.0% | 0.06% | −0.47 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.40 |
| CINF Cincinnati Financial Corp. | Reduce -95.7% | 0.02% | −0.39 |
| IBM Intl Business Machines Corp. | Reduce -37.2% | 0.81% | −0.36 |
| SWK Stanley Black & Decker Inc. | Reduce -39.6% | 0.41% | −0.31 |
| IFF Intl Flavors & Fragrances | Reduce -95.6% | 0.01% | −0.30 |
| MCD McDonald's Corp. | Reduce -23.8% | 0.58% | −0.26 |
| WTRG Essential Utilities Inc. | Reduce -91.5% | 0.02% | −0.26 |
| PNR Pentair PLC | Reduce -62.0% | 0.19% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -13.4% | 0.83% | −0.25 |
| ROP Roper Technologies Inc. | Reduce -31.0% | 0.41% | −0.20 |
| PEP Pepsico Inc. | Reduce -14.1% | 1.01% | −0.20 |
| ACN Accenture PLC Class A | Reduce -33.3% | 0.32% | −0.20 |
| UMBF Umb Financial Corp. | Sold out | 0.00% | −0.19 |
| CBSH Commerce Bancshares Inc. | Sold out | 0.00% | −0.19 |
| ESS Essex Property Trust Inc. | Reduce -22.8% | 0.47% | −0.18 |
| AMGN Amgen Inc. | Reduce -38.1% | 0.24% | −0.18 |
| LECO Lincoln Electric Holdings | Reduce -52.5% | 0.20% | −0.18 |
| FELE Franklin Electric Co. Inc. | Sold out | 0.00% | −0.17 |
| CAH Cardinal Health Inc. | Reduce -36.4% | 0.32% | −0.16 |
| TMUS T-Mobile US Inc. | Reduce -59.5% | 0.10% | −0.15 |
| BRC Brady Corporation Class A | Sold out | 0.00% | −0.14 |
| NDSN Nordson Corp. | Reduce -49.3% | 0.14% | −0.14 |
| DUK Duke Energy Corp. | Reduce -65.1% | 0.07% | −0.14 |
| CSCO Cisco Systems Inc. | Reduce -26.9% | 0.30% | −0.14 |
| WCN Waste Connections Inc. | Reduce -69.7% | 0.07% | −0.14 |
| ITW Illinois Tool Works | Reduce -24.7% | 0.38% | −0.14 |
| MCHP Microchip Technology Inc. | Reduce -30.2% | 0.26% | −0.14 |
| ORLY O'reilly Automotive Inc. | Reduce -67.0% | 0.08% | −0.14 |
| GILD Gilead Sciences Inc. | Reduce -37.6% | 0.15% | −0.13 |
| APH Amphenol Corp. Class A | Reduce -70.5% | 0.06% | −0.13 |
| MSI Motorola Solutions Inc. | Reduce -60.4% | 0.10% | −0.13 |
| EXPD Expeditors Intl Wash Inc. | Reduce -42.1% | 0.14% | −0.13 |
| DLTR Dollar Tree Inc. | Reduce -86.7% | 0.02% | −0.12 |
| BEN Franklin Templeton Inc. | Reduce -9.6% | 0.52% | −0.12 |
| PFE Pfizer Inc. | Reduce -29.4% | 0.22% | −0.12 |
| WLY Wiley (john) & Sons Class A | Sold out | 0.00% | −0.12 |
| SO The Southern Co. | Reduce -57.9% | 0.08% | −0.12 |
| MDT Medtronic PLC | Reduce -16.1% | 0.56% | −0.11 |
| NUE Nucor Corp. | Reduce -39.1% | 0.20% | −0.11 |
| SPGI S&P Global Inc. | Reduce -8.4% | 0.55% | −0.11 |
| AJG Arthur J Gallagher & Co. | Reduce -62.3% | 0.07% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -11.8% | 1.26% | −0.10 |
| KEYS Keysight Technologies Inc. | Reduce -30.5% | 0.19% | −0.10 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -9.1% | 0.31% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -25.3% | 0.37% | −0.10 |
| ECL Ecolab Inc. | Reduce -25.0% | 0.47% | −0.10 |
| PPG PPG Industries Inc. | Reduce -23.0% | 0.24% | −0.10 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +6.3% | 3.64% | +1.66 |
| O Realty Income Corp. | Add +729.3% | 0.78% | +0.68 |
| BBY Best Buy Co. Inc. | Add +3288.8% | 0.65% | +0.63 |
| UGI Ugi Corp. | New | 0.59% | +0.59 |
| EIX Edison International | Add +1696.2% | 0.59% | +0.55 |
| OGS One Gas Inc. | New | 0.45% | +0.45 |
| META Meta Platforms Inc. Class A | Add +7.6% | 1.58% | +0.45 |
| AMZN Amazon.com Inc. | Add +9.2% | 2.30% | +0.43 |
| MSFT Microsoft Corp. | Add +3.8% | 4.74% | +0.43 |
| PRGO Perrigo Co. PLC | New | 0.40% | +0.40 |
| QCOM Qualcomm Inc. | Add +138.3% | 0.56% | +0.34 |
| SR Spire Inc. | New | 0.30% | +0.30 |
| RPM RPM International Inc. | New | 0.25% | +0.25 |
| ES Eversource Energy | Add +72.9% | 0.63% | +0.23 |
| TXN Texas Instruments Inc. | Add +46.4% | 0.78% | +0.23 |
| DCI Donaldson Co. Inc. | New | 0.22% | +0.22 |
| NEE Nextera Energy Inc. | Add +27.6% | 1.01% | +0.22 |
| LLY Eli Lilly & Co. | Add +3.5% | 0.83% | +0.20 |
| TTC Toro Co. | New | 0.19% | +0.19 |
| ADI Analog Devices Inc. | Add +135.8% | 0.34% | +0.19 |
| XOM Exxon Mobil Corp. | Add +5.5% | 1.32% | +0.18 |
| CVX Chevron Corp. | Add +22.4% | 0.95% | +0.17 |
| ADM Archer-Daniels-Midland Co. | Add +100.2% | 0.42% | +0.16 |
| AMAT Applied Materials Inc. | Add +168.0% | 0.23% | +0.16 |
| VRT Vertiv Holdings Co. Class A | Add +527.0% | 0.17% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +5.7% | 0.98% | +0.15 |
| JKHY Jack Henry & Associates Inc. | Add +520.9% | 0.17% | +0.14 |
| HRL Hormel Foods Corp. | Add +35.0% | 0.51% | +0.14 |
| UBER Uber Technologies Inc. | Add +118.8% | 0.23% | +0.14 |
| PHM Pultegroup Inc. | Add +602.2% | 0.16% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +4.5% | 2.05% | +0.13 |
| TGT Target Corp. | Add +8.5% | 0.58% | +0.13 |
| HUBB Hubbell Inc. | Add +898.4% | 0.11% | +0.10 |
| USB US Bancorp | Add +33.6% | 0.42% | +0.10 |
| TJX TJX Companies Inc. | Add +37.1% | 0.33% | +0.10 |
| HII Huntington Ingalls Industrie | Add +566.7% | 0.11% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +14.0% | 0.64% | +0.09 |
| HD Home Depot Inc. | Add +5.0% | 0.98% | +0.09 |
| DIS The Walt Disney Co. | Add +7.0% | 0.33% | +0.09 |
| WM Waste Management Inc. | Add +23.9% | 0.30% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +24.7% | 0.30% | +0.09 |
| AMD Advanced Micro Devices | Add +28.9% | 0.23% | +0.08 |
| J Jacobs Solutions Inc. | New | 0.08% | +0.08 |
| GPN Global Payments Inc. | Add +185.7% | 0.11% | +0.07 |
| IQV Iqvia Holdings Inc. | Add +236.7% | 0.10% | +0.07 |
| ABM Abm Industries Inc. | Add +43.4% | 0.25% | +0.07 |
| KLAC KLA Corp. | Add +44.9% | 0.17% | +0.07 |
| PM Philip Morris International | Add +43.4% | 0.27% | +0.07 |
| ALB Albemarle Corp. | Add +92.9% | 0.16% | +0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Add +13.0% | 0.38% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 596 | $2.2B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 548 | $2.0B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 546 | $2.1B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 543 | $2.1B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 543 | $2.0B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q1 2025 | 643 | $2.5B | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q4 2024 | 677 | $2.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 673 | $2.6B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q2 2024 | 652 | $2.5B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 668 | $2.3B | MSFT, NVDA, AAPL, AMZN, GOOGL |