Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Meiji Yasuda Asset Management Co Ltd. reported 543 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Apple (AAPL, 3.8%). Compared with Q2 2025, it opened 37 new positions, sold out of 37, added to 160 and reduced 326. The biggest buy was Broadcom (AVGO, shares +6%) and the biggest sale Bank of America (BAC, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.1B (Q3 2025)
- SEC Filing
- 0001193125-25-278347 ↗ filed Nov 13, 2025
Holdings Value
Holdings 543 stocks · $2.1B
| NVDA Nvidia Corp. | 4.87% | 548,528 | $102.3M | Reduce -3.9% |
| MSFT Microsoft Corp. | 4.22% | 171,340 | $88.7M | Reduce -1.8% |
| AAPL Apple Inc. | 3.77% | 311,383 | $79.3M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 2.36% | 204,295 | $49.7M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 2.16% | 206,730 | $45.4M | Reduce -1.0% |
| ABBV Abbvie Inc. | 1.85% | 167,536 | $38.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.72% | 49,192 | $36.1M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.47% | 93,619 | $30.9M | Add +6.2% |
| VZ Verizon Communications Inc. | 1.29% | 615,136 | $27.0M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 1.25% | 83,043 | $26.2M | Reduce -2.5% |
| WMT Walmart Inc. | 1.07% | 217,518 | $22.4M | Reduce -3.7% |
| V Visa Inc. Class A | 1.06% | 65,115 | $22.2M | Reduce -0.1% |
| TSLA Tesla Inc. | 1.04% | 49,308 | $21.9M | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 1.04% | 193,821 | $21.9M | Reduce -5.9% |
| JNJ Johnson & Johnson | 1.00% | 113,064 | $21.0M | Add +1.3% |
| KO The Coca-Cola Co. | 0.99% | 312,519 | $20.7M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.98% | 133,822 | $20.6M | Add +0.4% |
| ABT Abbott Laboratories | 0.94% | 146,776 | $19.7M | Add +2.8% |
| BEN Franklin Templeton Inc. | 0.92% | 837,391 | $19.4M | Reduce -0.5% |
| CVX Chevron Corp. | 0.89% | 119,874 | $18.6M | Reduce -5.6% |
| NEE Nextera Energy Inc. | 0.87% | 240,863 | $18.2M | Reduce -4.0% |
| O Realty Income Corp. | 0.83% | 287,768 | $17.5M | Reduce -8.9% |
| HD Home Depot Inc. | 0.83% | 43,117 | $17.5M | Reduce -1.0% |
| ES Eversource Energy | 0.78% | 231,468 | $16.5M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.74% | 110,800 | $15.6M | Reduce -4.0% |
| UGI Ugi Corp. | 0.69% | 433,878 | $14.4M | Add +0.5% |
| BLK BlackRock Inc. | 0.65% | 11,642 | $13.6M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.61% | 2,362 | $12.8M | Reduce -0.3% |
| AXP American Express Co. | 0.59% | 37,543 | $12.5M | Reduce -1.9% |
| MDT Medtronic PLC | 0.59% | 130,324 | $12.4M | Reduce -1.9% |
| BBY Best Buy Co. Inc. | 0.58% | 160,416 | $12.1M | Add +6.1% |
| LLY Eli Lilly & Co. | 0.58% | 15,835 | $12.1M | Reduce -2.1% |
| TXN Texas Instruments Inc. | 0.55% | 63,137 | $11.6M | Reduce -0.6% |
| FRT Federal Realty Invs Trust | 0.55% | 114,249 | $11.6M | Add +20.5% |
| ADM Archer-Daniels-Midland Co. | 0.54% | 191,273 | $11.4M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.54% | 12,404 | $11.4M | Add +30.1% |
| AMCR Amcor PLC | 0.54% | 1,391,969 | $11.4M | Reduce -3.0% |
| SPGI S&P Global Inc. | 0.54% | 23,178 | $11.3M | Add +0.5% |
| ED Consolidated Edison Inc. | 0.53% | 109,933 | $11.1M | Reduce -1.2% |
| NFG National Fuel Gas Co. | 0.52% | 119,332 | $11.0M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 0.52% | 31,578 | $10.9M | Reduce -1.2% |
| SWK Stanley Black & Decker Inc. | 0.52% | 146,517 | $10.9M | Reduce -4.6% |
| USB US Bancorp | 0.52% | 224,046 | $10.8M | Reduce -1.2% |
| ETN Eaton Corp. PLC | 0.51% | 28,527 | $10.7M | Reduce -4.1% |
| EIX Edison International | 0.50% | 190,494 | $10.5M | Add +1.2% |
| WTRG Essential Utilities Inc. | 0.50% | 262,017 | $10.5M | Add +0.5% |
| ECL Ecolab Inc. | 0.50% | 38,124 | $10.4M | Add +2.0% |
| RSG Republic Services Inc. | 0.49% | 45,067 | $10.3M | Reduce -0.0% |
| QCOM Qualcomm Inc. | 0.49% | 61,482 | $10.2M | Add +1.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.48% | 98,643 | $10.1M | Reduce -7.1% |
| KMB Kimberly-Clark Corp. | 0.48% | 80,638 | $10.0M | Add +2.4% |
| CL Colgate-Palmolive Co. | 0.47% | 124,379 | $9.9M | Add +42.4% |
| CAT Caterpillar Inc. | 0.47% | 20,768 | $9.9M | Reduce -2.7% |
| PLTR Palantir Technologies Inc. Class A | 0.47% | 54,032 | $9.9M | Add +3.7% |
| MCHP Microchip Technology Inc. | 0.47% | 153,142 | $9.8M | Reduce -4.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.46% | 88,024 | $9.6M | Reduce -8.0% |
| PM Philip Morris International | 0.45% | 58,885 | $9.6M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.45% | 38,455 | $9.4M | Reduce -3.7% |
| C Citigroup Inc. | 0.44% | 90,399 | $9.2M | Add +0.2% |
| ESS Essex Property Trust Inc. | 0.43% | 33,596 | $9.0M | Reduce -0.5% |
| LIN Linde PLC | 0.42% | 18,401 | $8.7M | Reduce -1.6% |
| ADI Analog Devices Inc. | 0.41% | 34,983 | $8.6M | Add +4.2% |
| PANW Palo Alto Networks Inc. | 0.41% | 41,974 | $8.5M | Reduce -0.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.41% | 64,359 | $8.5M | Reduce -1.7% |
| OGS One Gas Inc. | 0.40% | 104,882 | $8.5M | Reduce -1.3% |
| SCHW Schwab (charles) Corp. | 0.40% | 88,378 | $8.4M | Reduce -2.7% |
| ADP Automatic Data Processing | 0.40% | 28,418 | $8.3M | Add +3.1% |
| SON Sonoco Products Co. | 0.40% | 192,945 | $8.3M | Reduce -6.2% |
| ROP Roper Technologies Inc. | 0.38% | 16,192 | $8.1M | Reduce -1.1% |
| EOG EOG Resources Inc. | 0.38% | 71,809 | $8.1M | Reduce -2.3% |
| SYY Sysco Corp. | 0.38% | 97,568 | $8.0M | Reduce -2.9% |
| SR Spire Inc. | 0.38% | 97,218 | $7.9M | Reduce -3.5% |
| HRL Hormel Foods Corp. | 0.38% | 319,585 | $7.9M | Add +5.2% |
| LOW Lowe's Cos Inc. | 0.37% | 31,211 | $7.8M | Add +0.4% |
| WELL Welltower Inc. | 0.37% | 43,912 | $7.8M | Reduce -0.9% |
| MBB iShares MBS ETF | 0.37% | 80,720 | $7.7M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 15,157 | $7.6M | Reduce -1.9% |
| ITW Illinois Tool Works | 0.36% | 28,951 | $7.5M | Reduce -3.5% |
| AFL Aflac Inc. | 0.36% | 67,292 | $7.5M | Add +3.0% |
| HEI.A Heico Corp. Class A | 0.35% | 29,012 | $7.4M | Reduce -16.8% |
| UNP Union Pacific Corp. | 0.35% | 30,787 | $7.3M | Add +1.6% |
| NFLX Netflix Inc. | 0.34% | 6,030 | $7.2M | Add +14.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 25,732 | $7.2M | Add +0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 14,610 | $7.1M | Reduce -3.2% |
| ELS Equity Lifestyle Properties | 0.34% | 116,726 | $7.1M | Add +2.5% |
| NKE Nike Inc. Class B | 0.33% | 100,525 | $7.0M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.33% | 23,022 | $7.0M | Add +17.6% |
| BSX Boston Scientific Corp. | 0.33% | 71,324 | $7.0M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.33% | 12,229 | $7.0M | Add +34.8% |
| CSCO Cisco Systems Inc. | 0.33% | 100,961 | $6.9M | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 47,743 | $6.9M | Reduce -19.9% |
| APD Air Products & Chemicals Inc. | 0.32% | 24,844 | $6.8M | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 22,158 | $6.7M | Reduce -2.8% |
| EMR Emerson Electric Co. | 0.32% | 50,777 | $6.7M | Reduce -3.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 23,582 | $6.7M | Add +0.5% |
| PWR Quanta Services Inc. | 0.31% | 15,923 | $6.6M | Reduce -28.6% |
| AME Ametek Inc. | 0.31% | 34,944 | $6.6M | Reduce -3.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.31% | 96,934 | $6.5M | Add +7.3% |
| TGT Target Corp. | 0.30% | 71,203 | $6.4M | Reduce -4.7% |
| APTV Aptiv PLC | 0.30% | 74,051 | $6.4M | Reduce -8.0% |
Portfolio Sells Q2 2025 → Q3 2025
| BAC Bank of America Corp. | Reduce -64.1% | 0.10% | −0.17 |
| ACN Accenture PLC Class A | Reduce -26.9% | 0.19% | −0.14 |
| MCK McKesson Corp. | Reduce -62.5% | 0.08% | −0.14 |
| FTNT Fortinet Inc. | Reduce -77.3% | 0.03% | −0.13 |
| FIS Fidelity National Info Serv | Reduce -88.5% | 0.01% | −0.12 |
| KIM Kimco Realty Corp. | Reduce -91.2% | 0.01% | −0.12 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 2.16% | −0.11 |
| AMCR Amcor PLC | Reduce -3.0% | 0.54% | −0.11 |
| MO Altria Group Inc. | Reduce -50.1% | 0.13% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 1.72% | −0.11 |
| PFG Principal Financial Group | Reduce -84.1% | 0.02% | −0.11 |
| TW Tradeweb Markets Inc. Class A | Reduce -2.0% | 0.26% | −0.10 |
| PWR Quanta Services Inc. | Reduce -28.6% | 0.31% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 0.55% | −0.10 |
| COR Cencora Inc. | Reduce -33.0% | 0.20% | −0.10 |
| HEI.A Heico Corp. Class A | Reduce -16.8% | 0.35% | −0.10 |
| FICO Fair Isaac Corp. | Reduce -60.1% | 0.04% | −0.09 |
| V Visa Inc. Class A | Reduce -0.1% | 1.06% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -4.1% | 0.47% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -43.3% | 0.13% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 0.29% | −0.08 |
| MSFT Microsoft Corp. | Reduce -1.8% | 4.22% | −0.08 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.08 |
| AON Aon PLC Class A | Reduce -71.8% | 0.03% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -1.1% | 0.38% | −0.08 |
| BEN Franklin Templeton Inc. | Reduce -0.5% | 0.92% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -0.3% | 0.61% | −0.07 |
| O Realty Income Corp. | Reduce -8.9% | 0.83% | −0.07 |
| WAB Wabtec Corp. | Reduce -82.7% | 0.01% | −0.07 |
| NDSN Nordson Corp. | Reduce -57.2% | 0.05% | −0.07 |
| XYL Xylem Inc. | Reduce -30.2% | 0.20% | −0.06 |
| TGT Target Corp. | Reduce -4.7% | 0.30% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -5.9% | 1.04% | −0.06 |
| RSG Republic Services Inc. | Reduce -0.0% | 0.49% | −0.06 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -1.5% | 0.33% | −0.05 |
| RHI Robert Half Inc. | Reduce -1.4% | 0.19% | −0.05 |
| EOG EOG Resources Inc. | Reduce -2.3% | 0.38% | −0.05 |
| CARR Carrier Global Corp. | Reduce -1.6% | 0.17% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.58% | −0.05 |
| GWW WW Grainger Inc. | Reduce -3.5% | 0.28% | −0.05 |
| SON Sonoco Products Co. | Reduce -6.2% | 0.40% | −0.05 |
| ESS Essex Property Trust Inc. | Reduce -0.5% | 0.43% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -8.9% | 0.21% | −0.05 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.04 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -27.4% | 0.07% | −0.04 |
| TJX TJX Companies Inc. | Reduce -19.9% | 0.33% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 0.18% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +6.2% | 1.47% | +0.26 |
| WFC Wells Fargo & Co. | Add +163.8% | 0.28% | +0.17 |
| ORCL Oracle Corp. | Add +66.6% | 0.30% | +0.15 |
| JNJ Johnson & Johnson | Add +1.3% | 1.00% | +0.15 |
| JCI Johnson Controls Internation | Add +183.2% | 0.22% | +0.14 |
| GD General Dynamics Corp. | Add +132.8% | 0.22% | +0.13 |
| MRSH Marsh & McLennan Cos | Add +298.8% | 0.19% | +0.13 |
| FDX FedEx Corp. | Add +709.4% | 0.15% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +3.7% | 0.47% | +0.12 |
| NEM Newmont Corp. | Add +80.4% | 0.19% | +0.11 |
| FRT Federal Realty Invs Trust | Add +20.5% | 0.55% | +0.10 |
| TSN Tyson Foods Inc. Class A | Add +306.4% | 0.12% | +0.09 |
| SOLV Solventum Corp. | New | 0.09% | +0.09 |
| CL Colgate-Palmolive Co. | Add +42.4% | 0.47% | +0.08 |
| ORLY O'reilly Automotive Inc. | Add +92.8% | 0.15% | +0.08 |
| EXE Expand Energy Corp. | Add +120.6% | 0.17% | +0.08 |
| MA Mastercard Inc. Class A | Add +34.8% | 0.33% | +0.08 |
| FISV Fiserv Inc. | Add +167.3% | 0.16% | +0.08 |
| BBY Best Buy Co. Inc. | Add +6.1% | 0.58% | +0.07 |
| DAY Dayforce Inc. | New | 0.07% | +0.07 |
| CINF Cincinnati Financial Corp. | New | 0.07% | +0.07 |
| DDOG Datadog Inc. Class A | Add +74.0% | 0.16% | +0.07 |
| JBL Jabil Inc. | Add +395.7% | 0.09% | +0.07 |
| BMI Badger Meter Inc. | Add +154.7% | 0.14% | +0.06 |
| ABNB Airbnb Inc. Class A | Add +454.5% | 0.08% | +0.06 |
| NOW ServiceNow Inc. | Add +30.1% | 0.54% | +0.06 |
| C Citigroup Inc. | Add +0.2% | 0.44% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.34% | +0.05 |
| MCD McDonald's Corp. | Add +17.6% | 0.33% | +0.05 |
| HST Host Hotels & Resorts Inc. | New | 0.05% | +0.05 |
| RGLD Royal Gold Inc. | Add +14.0% | 0.24% | +0.05 |
| MNST Monster Beverage Corp. | Add +120.6% | 0.07% | +0.04 |
| APH Amphenol Corp. Class A | Add +21.5% | 0.10% | +0.03 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.37% | +0.03 |
| WST West Pharmaceutical Services | Add +13.1% | 0.14% | +0.03 |
| AIZ Assurant Inc. | Add +7.6% | 0.22% | +0.03 |
| NTNX Nutanix Inc. Class A | New | 0.03% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | Add +0.5% | 0.06% | +0.02 |
| GLW Corning Inc. | Add +0.4% | 0.07% | +0.02 |
| CMI Cummins Inc. | Add +15.5% | 0.07% | +0.02 |
| TLN Talen Energy Corp. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | Add +94.0% | 0.04% | +0.02 |
| TRU Transunion | New | 0.02% | +0.02 |
| EIX Edison International | Add +1.2% | 0.50% | +0.02 |
| VLTO Veralto Corp. | New | 0.02% | +0.02 |
| TWLO Twilio Inc. Class A | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +14.2% | 0.06% | +0.02 |
| FTI Technipfmc PLC | New | 0.02% | +0.02 |
| KTOS Kratos Defense & Security | New | 0.02% | +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 |