Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Meiji Yasuda Asset Management Co Ltd. reported 673 stock positions worth $2.6 billion. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Apple (AAPL, 4.4%) and Nvidia (NVDA, 4.3%). Compared with Q2 2024, it opened 38 new positions, sold out of 17, added to 233 and reduced 371. The biggest buy was a new position in Smurfit Westrock (SW) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.6B (Q3 2024)
- SEC Filing
- 0000950123-24-011060 ↗ filed Nov 13, 2024
Holdings Value
Holdings 673 stocks · $2.6B
| MSFT Microsoft Corp. | 4.44% | 270,677 | $116.5M | Add +0.1% |
| AAPL Apple Inc. | 4.43% | 499,151 | $116.3M | Reduce -0.6% |
| NVDA Nvidia Corp. | 4.30% | 928,642 | $112.8M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 2.25% | 317,457 | $59.2M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.07% | 327,776 | $54.4M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.75% | 80,362 | $46.0M | Add +0.3% |
| ABBV Abbvie Inc. | 1.48% | 196,282 | $38.8M | Add +3.7% |
| AVGO Broadcom Inc. | 1.37% | 208,209 | $35.9M | Add +0.6% |
| PG The Procter & Gamble Co. | 1.22% | 185,481 | $32.1M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 1.22% | 273,653 | $32.1M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 1.17% | 364,495 | $30.8M | Add +0.4% |
| WMT Walmart Inc. | 1.08% | 351,230 | $28.4M | Reduce -1.7% |
| HD Home Depot Inc. | 1.00% | 65,041 | $26.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.97% | 121,029 | $25.5M | Reduce -0.2% |
| V Visa Inc. Class A | 0.95% | 91,106 | $25.0M | Add +4.9% |
| KO The Coca-Cola Co. | 0.95% | 348,588 | $25.0M | Add +17.5% |
| LLY Eli Lilly & Co. | 0.91% | 27,037 | $24.0M | Add +1.9% |
| PEP Pepsico Inc. | 0.88% | 135,280 | $23.0M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 102,635 | $22.7M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.86% | 38,756 | $22.7M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.86% | 86,181 | $22.5M | Add +0.7% |
| JNJ Johnson & Johnson | 0.83% | 133,648 | $21.7M | Reduce -1.4% |
| BBY Best Buy Co. Inc. | 0.80% | 202,640 | $20.9M | Reduce -2.1% |
| CVX Chevron Corp. | 0.79% | 140,771 | $20.7M | Add +1.2% |
| TXN Texas Instruments Inc. | 0.77% | 97,947 | $20.2M | Reduce -7.8% |
| ABT Abbott Laboratories | 0.76% | 174,483 | $19.9M | Add +1.1% |
| O Realty Income Corp. | 0.74% | 308,209 | $19.5M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.64% | 100,240 | $16.8M | Reduce -0.9% |
| EIX Edison International | 0.63% | 188,410 | $16.4M | Reduce -1.8% |
| SPGI S&P Global Inc. | 0.62% | 31,638 | $16.3M | Reduce -16.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.62% | 149,580 | $16.3M | Add +1.9% |
| MDT Medtronic PLC | 0.59% | 171,685 | $15.5M | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.58% | 3,619 | $15.2M | Add +1.6% |
| MCD McDonald's Corp. | 0.57% | 49,531 | $15.1M | Reduce -0.5% |
| ES Eversource Energy | 0.56% | 217,515 | $14.8M | Reduce -5.6% |
| QCOM Qualcomm Inc. | 0.56% | 86,511 | $14.7M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 31,073 | $14.3M | Reduce -1.6% |
| KMB Kimberly-Clark Corp. | 0.54% | 99,601 | $14.2M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.53% | 35,804 | $14.0M | Reduce -2.3% |
| ECL Ecolab Inc. | 0.51% | 52,273 | $13.3M | Reduce -1.8% |
| ESS Essex Property Trust Inc. | 0.51% | 45,093 | $13.3M | Reduce -3.3% |
| FRT Federal Realty Invs Trust | 0.49% | 111,652 | $12.8M | Reduce -6.2% |
| TGT Target Corp. | 0.49% | 81,896 | $12.8M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.49% | 47,118 | $12.8M | Reduce -3.4% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 20,541 | $12.7M | Add +0.1% |
| SWK Stanley Black & Decker Inc. | 0.48% | 115,198 | $12.7M | Add +1.1% |
| CL Colgate-Palmolive Co. | 0.48% | 122,201 | $12.7M | Add +4.2% |
| BLK BlackRock Finance Inc. | 0.47% | 13,078 | $12.4M | Reduce -0.1% |
| LIN Linde PLC | 0.46% | 25,156 | $12.0M | Add +3.8% |
| ADP Automatic Data Processing | 0.45% | 43,001 | $11.9M | Reduce -1.6% |
| UGI Ugi Corp. | 0.45% | 474,638 | $11.9M | Reduce -2.6% |
| ETN Eaton Corp. PLC | 0.45% | 35,560 | $11.8M | Reduce -7.9% |
| AXP American Express Co. | 0.45% | 43,123 | $11.7M | Add +0.3% |
| CHRW C.H. Robinson Worldwide Inc. | 0.44% | 105,235 | $11.6M | Add +0.6% |
| RSG Republic Services Inc. | 0.44% | 57,650 | $11.6M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.44% | 105,136 | $11.5M | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.43% | 38,231 | $11.4M | Add +6.1% |
| NOW ServiceNow Inc. | 0.43% | 12,489 | $11.2M | Reduce -24.6% |
| COST Costco Wholesale Corp. | 0.42% | 12,516 | $11.1M | Reduce -0.9% |
| AFL Aflac Inc. | 0.42% | 98,342 | $11.0M | Reduce -2.1% |
| EOG EOG Resources Inc. | 0.41% | 87,023 | $10.7M | Add +0.7% |
| HRL Hormel Foods Corp. | 0.40% | 329,919 | $10.5M | Add +0.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.39% | 85,511 | $10.4M | Reduce -3.4% |
| ADI Analog Devices Inc. | 0.39% | 44,522 | $10.2M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 86,403 | $10.2M | Add +9.6% |
| ROP Roper Technologies Inc. | 0.39% | 18,227 | $10.1M | Add +1.5% |
| BEN Franklin Templeton Inc. | 0.39% | 502,583 | $10.1M | Reduce -2.0% |
| USB US Bancorp | 0.38% | 220,459 | $10.1M | Reduce -5.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.37% | 119,435 | $9.8M | Reduce -2.7% |
| SYY Sysco Corp. | 0.37% | 125,668 | $9.8M | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.37% | 39,332 | $9.7M | Reduce -0.9% |
| VZ Verizon Communications Inc. | 0.36% | 211,147 | $9.5M | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 0.35% | 18,867 | $9.3M | Add +1.8% |
| NFLX Netflix Inc. | 0.35% | 13,049 | $9.3M | Reduce -1.1% |
| ITW Illinois Tool Works | 0.35% | 35,305 | $9.3M | Reduce -3.7% |
| PM Philip Morris International | 0.35% | 75,204 | $9.1M | Add +35.4% |
| TW Tradeweb Markets Inc. Class A | 0.33% | 70,905 | $8.8M | Add +1.2% |
| ADM Archer-Daniels-Midland Co. | 0.33% | 146,101 | $8.7M | Reduce -2.7% |
| DHR Danaher Corp. | 0.33% | 31,349 | $8.7M | Reduce -1.1% |
| PII Polaris Inc. | 0.32% | 101,512 | $8.4M | Reduce -1.9% |
| CB Chubb Ltd. | 0.32% | 29,120 | $8.4M | Reduce -0.5% |
| MBB iShares MBS ETF | 0.32% | 86,379 | $8.3M | Add +8.7% |
| CSCO Cisco Systems Inc. | 0.30% | 149,019 | $7.9M | Reduce -0.3% |
| HEI.A Heico Corp. Class A | 0.30% | 38,892 | $7.9M | Add +0.9% |
| ZTS Zoetis Inc. | 0.30% | 39,895 | $7.8M | Reduce -1.6% |
| PWR Quanta Services Inc. | 0.30% | 26,069 | $7.8M | Add +0.7% |
| PLD Prologis Inc. | 0.30% | 61,453 | $7.8M | Reduce -0.0% |
| ADBE Adobe Inc. | 0.29% | 14,657 | $7.6M | Reduce -2.9% |
| SNPS Synopsys Inc. | 0.29% | 14,977 | $7.6M | Add +2.0% |
| PRGO Perrigo Co. PLC | 0.29% | 287,455 | $7.5M | Reduce -4.7% |
| OGS One Gas Inc. | 0.28% | 99,960 | $7.4M | Reduce -22.6% |
| MA Mastercard Inc. Class A | 0.28% | 15,035 | $7.4M | Reduce -12.4% |
| GPC Genuine Parts Co. | 0.28% | 53,115 | $7.4M | Add +1.1% |
| CAH Cardinal Health Inc. | 0.28% | 66,371 | $7.3M | Add +4.9% |
| AME Ametek Inc. | 0.27% | 41,350 | $7.1M | Add +1.3% |
| MCHP Microchip Technology Inc. | 0.27% | 87,515 | $7.0M | Add +0.6% |
| ACN Accenture PLC Class A | 0.27% | 19,774 | $7.0M | Reduce -13.7% |
| BDX Becton Dickinson and Co. | 0.26% | 28,301 | $6.8M | Add +6.4% |
| WELL Welltower Inc. | 0.26% | 52,885 | $6.8M | Add +132.2% |
| WM Waste Management Inc. | 0.26% | 32,526 | $6.8M | Reduce -1.9% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -3.0% | 4.30% | −0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 2.07% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.25% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -29.9% | 0.23% | −0.15 |
| AMAT Applied Materials Inc. | Reduce -46.5% | 0.11% | −0.15 |
| UPS United Parcel Service Class B | Reduce -43.2% | 0.13% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.64% | −0.12 |
| NOW ServiceNow Inc. | Reduce -24.6% | 0.43% | −0.10 |
| VRSK Verisk Analytics Inc. | Reduce -67.3% | 0.04% | −0.10 |
| CHD Church & Dwight Co. Inc. | Reduce -31.3% | 0.16% | −0.08 |
| BEN Franklin Templeton Inc. | Reduce -2.0% | 0.39% | −0.08 |
| WST West Pharmaceutical Services | Reduce -61.9% | 0.04% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -7.8% | 0.77% | −0.07 |
| SPGI S&P Global Inc. | Reduce -16.7% | 0.62% | −0.07 |
| AWK American Water Works Co. Inc. | Reduce -54.7% | 0.06% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 1.22% | −0.06 |
| DIS The Walt Disney Co. | Reduce -13.9% | 0.21% | −0.06 |
| FTNT Fortinet Inc. | Reduce -56.9% | 0.06% | −0.05 |
| ABNB Airbnb Inc. Class A | Reduce -45.6% | 0.04% | −0.05 |
| ADBE Adobe Inc. | Reduce -2.9% | 0.29% | −0.05 |
| OGS One Gas Inc. | Reduce -22.6% | 0.28% | −0.05 |
| DOC Healthpeak Properties Inc. | Reduce -80.4% | 0.01% | −0.05 |
| MLM Martin Marietta Materials | Reduce -72.8% | 0.02% | −0.05 |
| CINF Cincinnati Financial Corp. | Reduce -78.2% | 0.02% | −0.05 |
| CTAS Cintas Corp. | Reduce -26.9% | 0.20% | −0.05 |
| INVH Invitation Homes Inc. | Reduce -55.3% | 0.03% | −0.05 |
| MTB M & T Bank Corp. | Reduce -57.4% | 0.04% | −0.05 |
| AES AES Corp. | Reduce -82.1% | 0.01% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -7.9% | 0.45% | −0.04 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.04 |
| EMR Emerson Electric Co. | Reduce -1.4% | 0.44% | −0.04 |
| ADM Archer-Daniels-Midland Co. | Reduce -2.7% | 0.33% | −0.04 |
| LRCX Lam Research Corp. | Reduce -2.1% | 0.09% | −0.04 |
| FTV Fortive Corp. | Reduce -38.2% | 0.06% | −0.04 |
| BAC Bank of America Corp. | Reduce -8.7% | 0.20% | −0.03 |
| A Agilent Technologies Inc. | Reduce -28.6% | 0.11% | −0.03 |
| SCL Stepan Co. | Reduce -26.7% | 0.06% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 1.22% | −0.03 |
| WM Waste Management Inc. | Reduce -1.9% | 0.26% | −0.03 |
| SR Spire Inc. | Reduce -13.9% | 0.25% | −0.03 |
| COP Conocophillips | Reduce -1.1% | 0.17% | −0.03 |
| NKE Nike Inc. Class B | Reduce -20.6% | 0.20% | −0.03 |
| PRGO Perrigo Co. PLC | Reduce -4.7% | 0.29% | −0.03 |
| TTC Toro Co. | Reduce -0.3% | 0.18% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -1.3% | 0.54% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -12.1% | 0.09% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -16.9% | 0.03% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -12.4% | 0.28% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.97% | −0.03 |
| ADI Analog Devices Inc. | Reduce -0.3% | 0.39% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| SW Smurfit Westrock PLC | New | 0.20% | +0.20 |
| KO The Coca-Cola Co. | Add +17.5% | 0.95% | +0.19 |
| TSLA Tesla Inc. | Add +0.7% | 0.86% | +0.17 |
| WELL Welltower Inc. | Add +132.2% | 0.26% | +0.16 |
| ABBV Abbvie Inc. | Add +3.7% | 1.48% | +0.16 |
| BSX Boston Scientific Corp. | Add +150.0% | 0.26% | +0.16 |
| NEE Nextera Energy Inc. | Add +0.4% | 1.17% | +0.13 |
| PM Philip Morris International | Add +35.4% | 0.35% | +0.12 |
| SWK Stanley Black & Decker Inc. | Add +1.1% | 0.48% | +0.11 |
| NOC Northrop Grumman Corp. | Add +149.7% | 0.17% | +0.11 |
| META Meta Platforms Inc. Class A | Add +0.3% | 1.75% | +0.11 |
| FICO Fair Isaac Corp. | Add +170.8% | 0.15% | +0.11 |
| HD Home Depot Inc. | Add +1.1% | 1.00% | +0.10 |
| PH Parker Hannifin Corp. | Add +200.8% | 0.14% | +0.10 |
| DTE DTE Energy Company | Add +220.6% | 0.13% | +0.09 |
| PFG Principal Financial Group | Add +358.1% | 0.12% | +0.09 |
| SHW The Sherwin-Williams Co. | Add +29.4% | 0.25% | +0.09 |
| ARE Alexandria Real Estate Equit | Add +441.3% | 0.10% | +0.08 |
| FDX FedEx Corp. | Add +185.1% | 0.13% | +0.08 |
| TMUS T-Mobile US Inc. | Add +57.8% | 0.18% | +0.08 |
| MPWR Monolithic Power Systems Inc. | Add +98.9% | 0.13% | +0.07 |
| CHRW C.H. Robinson Worldwide Inc. | Add +0.6% | 0.44% | +0.07 |
| APD Air Products & Chemicals Inc. | Add +6.1% | 0.43% | +0.06 |
| WEC WEC Energy Group Inc. | Add +44.8% | 0.14% | +0.05 |
| WFC Wells Fargo & Co. | Add +43.9% | 0.25% | +0.05 |
| FIS Fidelity National Info Serv | Add +155.4% | 0.08% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +22.8% | 0.18% | +0.05 |
| HBAN Huntington Bancshares Inc. | Add +53.8% | 0.12% | +0.04 |
| MDT Medtronic PLC | Add +0.6% | 0.59% | +0.04 |
| AXP American Express Co. | Add +0.3% | 0.45% | +0.04 |
| CARR Carrier Global Corp. | Add +0.6% | 0.24% | +0.04 |
| GE General Electric | Add +15.6% | 0.18% | +0.04 |
| MSI Motorola Solutions Inc. | Add +26.3% | 0.14% | +0.04 |
| HST Host Hotels & Resorts Inc. | Add +232.0% | 0.06% | +0.04 |
| LMT Lockheed Martin Corp. | Add +4.8% | 0.19% | +0.04 |
| ORCL Oracle Corp. | Add +4.4% | 0.23% | +0.03 |
| TJX TJX Companies Inc. | Add +9.6% | 0.39% | +0.03 |
| TW Tradeweb Markets Inc. Class A | Add +1.2% | 0.33% | +0.03 |
| PHM Pultegroup Inc. | Add +0.6% | 0.17% | +0.03 |
| IQV Iqvia Holdings Inc. | Add +33.3% | 0.11% | +0.03 |
| ABT Abbott Laboratories | Add +1.1% | 0.76% | +0.03 |
| MELI MercadoLibre Inc. | Add +0.6% | 0.19% | +0.03 |
| PWR Quanta Services Inc. | Add +0.7% | 0.30% | +0.03 |
| PGR Progressive Corp. | Add +7.0% | 0.16% | +0.03 |
| V Visa Inc. Class A | Add +4.9% | 0.95% | +0.03 |
| CAH Cardinal Health Inc. | Add +4.9% | 0.28% | +0.03 |
| LIN Linde PLC | Add +3.8% | 0.46% | +0.02 |
| HEI.A Heico Corp. Class A | Add +0.9% | 0.30% | +0.02 |
| DAY Dayforce Inc. | New | 0.02% | +0.02 |
| MMM 3M Co. | Add +3.9% | 0.10% | +0.02 |
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 |