New York State Teachers Retirement System
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), New York State Teachers Retirement System reported 1,634 stock positions worth $47.5 billion. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Microsoft (MSFT, 5.8%). Compared with Q3 2024, it opened 51 new positions, sold out of 36, added to 265 and reduced 1,034. The biggest buy was Palantir Technologies Class A (PLTR, shares +3%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ALBANY, NY
- CIK
- 0000314969
- Portfolio Value
- $47.5B (Q4 2024)
- SEC Filing
- 0000314969-25-000003 ↗ filed Jan 30, 2025
Holdings Value
Holdings 1,634 stocks · $47.5B
| AAPL Apple Inc. | 7.01% | 13,286,514 | $3.3B | Reduce -5.0% |
| NVDA Nvidia Corp. | 6.15% | 21,748,695 | $2.9B | Reduce -4.7% |
| MSFT Microsoft Corp. | 5.84% | 6,574,913 | $2.8B | Reduce -4.3% |
| AMZN Amazon.com Inc. | 3.80% | 8,233,595 | $1.8B | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 2.38% | 1,931,593 | $1.1B | Reduce -4.7% |
| TSLA Tesla Inc. | 2.08% | 2,450,850 | $989.8M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 2.06% | 5,174,947 | $979.6M | Reduce -4.7% |
| AVGO Broadcom Inc. | 1.99% | 4,077,866 | $945.4M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 1.69% | 4,217,372 | $803.2M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.55% | 1,618,788 | $733.8M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 1.23% | 2,436,623 | $584.1M | Reduce -5.5% |
| LLY Eli Lilly & Co. | 1.13% | 693,625 | $535.5M | Reduce -5.2% |
| V Visa Inc. Class A | 0.98% | 1,471,121 | $464.9M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.88% | 3,865,254 | $415.8M | Reduce -5.3% |
| UNH Unitedhealth Group Inc. | 0.86% | 811,607 | $410.6M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.82% | 738,950 | $389.1M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.73% | 378,682 | $347.0M | Reduce -5.2% |
| WMT Walmart Inc. | 0.73% | 3,829,914 | $346.0M | Reduce -4.5% |
| NFLX Netflix Inc. | 0.71% | 379,312 | $338.1M | Reduce -4.7% |
| PG The Procter & Gamble Co. | 0.70% | 1,990,712 | $333.7M | Reduce -4.8% |
| HD Home Depot Inc. | 0.69% | 843,813 | $328.2M | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.66% | 2,155,376 | $311.7M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.62% | 884,595 | $295.7M | Reduce -5.7% |
| ABBV Abbvie Inc. | 0.60% | 1,595,778 | $283.6M | Reduce -4.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 5,717,620 | $251.3M | Reduce -10.1% |
| ORCL Oracle Corp. | 0.50% | 1,413,857 | $235.6M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.47% | 2,265,584 | $225.4M | Reduce -4.2% |
| WFC Wells Fargo & Co. | 0.45% | 3,060,828 | $215.0M | Reduce -7.5% |
| CVX Chevron Corp. | 0.45% | 1,479,151 | $214.2M | Reduce -5.8% |
| CSCO Cisco Systems Inc. | 0.42% | 3,348,595 | $198.2M | Reduce -5.5% |
| KO The Coca-Cola Co. | 0.41% | 3,163,012 | $196.9M | Reduce -4.9% |
| ACN Accenture PLC Class A | 0.41% | 549,047 | $193.1M | Reduce -2.9% |
| NOW ServiceNow Inc. | 0.39% | 175,665 | $186.2M | Reduce -3.6% |
| PEP Pepsico Inc. | 0.38% | 1,198,334 | $182.2M | Reduce -5.2% |
| ABT Abbott Laboratories | 0.37% | 1,562,029 | $176.7M | Reduce -4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 794,674 | $174.7M | Reduce -4.0% |
| ADBE Adobe Inc. | 0.36% | 389,043 | $173.0M | Reduce -4.2% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 331,776 | $172.6M | Reduce -4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 1,529,938 | $170.4M | Reduce -3.4% |
| AMD Advanced Micro Devices | 0.36% | 1,396,750 | $168.7M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.35% | 579,601 | $168.0M | Reduce -4.7% |
| LIN Linde PLC | 0.35% | 396,554 | $166.0M | Reduce -6.7% |
| PM Philip Morris International | 0.35% | 1,373,909 | $165.3M | Reduce -3.7% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 981,695 | $163.7M | Reduce -5.4% |
| CAT Caterpillar Inc. | 0.34% | 446,910 | $162.1M | Reduce -5.7% |
| QCOM Qualcomm Inc. | 0.34% | 1,053,788 | $161.9M | Reduce -4.0% |
| GS Goldman Sachs Group Inc. | 0.33% | 277,377 | $158.8M | Reduce -4.9% |
| ISRG Intuitive Surgical Inc. | 0.33% | 302,626 | $158.0M | Reduce -3.8% |
| T AT&T Inc. | 0.33% | 6,862,072 | $156.2M | Reduce -3.3% |
| AXP American Express Co. | 0.32% | 517,862 | $153.7M | Reduce -3.2% |
| BKNG Booking Holdings Inc. | 0.32% | 30,902 | $153.5M | Reduce -5.4% |
| INTU Intuit Inc. | 0.32% | 244,108 | $153.4M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 0.31% | 3,721,816 | $148.8M | Reduce -4.6% |
| MS Morgan Stanley | 0.31% | 1,174,211 | $147.6M | Add +2.3% |
| TXN Texas Instruments Inc. | 0.30% | 763,384 | $143.1M | Reduce -4.6% |
| RTX RTX Corp. | 0.28% | 1,167,170 | $135.1M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.28% | 3,569,369 | $134.0M | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.28% | 1,830,087 | $131.2M | Reduce -1.3% |
| HON Honeywell International Inc. | 0.27% | 574,675 | $129.8M | Reduce -2.6% |
| SPGI S&P Global Inc. | 0.27% | 259,612 | $129.3M | Reduce -4.7% |
| PFE Pfizer Inc. | 0.27% | 4,809,274 | $127.6M | Reduce -4.1% |
| LOW Lowe's Cos Inc. | 0.27% | 510,493 | $126.0M | Reduce -3.4% |
| DHR Danaher Corp. | 0.26% | 546,898 | $125.5M | Reduce -5.7% |
| BLK BlackRock Inc. | 0.26% | 121,005 | $124.0M | Reduce -3.7% |
| AMAT Applied Materials Inc. | 0.26% | 749,837 | $121.9M | Reduce -3.7% |
| AMGN Amgen Inc. | 0.26% | 465,499 | $121.3M | Reduce -5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 1,597,211 | $120.8M | Add +3.2% |
| PGR Progressive Corp. | 0.25% | 504,075 | $120.8M | Reduce -4.0% |
| COP Conocophillips | 0.24% | 1,170,901 | $116.1M | Add +7.3% |
| BSX Boston Scientific Corp. | 0.24% | 1,285,137 | $114.8M | Reduce -4.2% |
| C Citigroup Inc. | 0.24% | 1,619,842 | $114.0M | Reduce -6.3% |
| UBER Uber Technologies Inc. | 0.24% | 1,890,055 | $114.0M | Reduce -1.4% |
| UNP Union Pacific Corp. | 0.24% | 494,010 | $112.7M | Reduce -5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 891,349 | $107.7M | Reduce -4.5% |
| FISV Fiserv Inc. | 0.23% | 523,915 | $107.6M | Reduce -3.6% |
| GILD Gilead Sciences Inc. | 0.22% | 1,137,443 | $105.1M | Reduce -4.3% |
| ETN Eaton Corp. PLC | 0.22% | 316,549 | $105.1M | Reduce -7.2% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 1,848,908 | $104.6M | Add +0.7% |
| SYK Stryker Corp. | 0.22% | 288,928 | $104.0M | Reduce -3.8% |
| PANW Palo Alto Networks Inc. | 0.22% | 564,860 | $102.8M | Reduce -5.8% |
| BX Blackstone Inc. | 0.22% | 592,573 | $102.2M | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.21% | 204,330 | $99.3M | Reduce -3.7% |
| BA The Boeing Co. | 0.21% | 555,029 | $98.2M | Add +10.7% |
| ANET Arista Networks Inc. | 0.21% | 887,449 | $98.1M | Reduce -2.9% |
| TMUS T-Mobile US Inc. | 0.20% | 430,023 | $94.9M | Reduce -3.0% |
| ADP Automatic Data Processing | 0.20% | 322,435 | $94.4M | Reduce -1.9% |
| SCHW Schwab (charles) Corp. | 0.20% | 1,262,384 | $93.4M | Reduce -2.4% |
| MO Altria Group Inc. | 0.19% | 1,720,672 | $90.0M | Reduce -3.7% |
| CB Chubb Ltd. | 0.19% | 323,245 | $89.3M | Reduce -4.1% |
| MDT Medtronic PLC | 0.19% | 1,116,711 | $89.2M | Reduce -4.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 221,252 | $89.1M | Reduce -4.6% |
| SBUX Starbucks Corp. | 0.19% | 968,774 | $88.4M | Reduce -3.7% |
| DE Deere & Co. | 0.19% | 207,445 | $87.9M | Reduce -6.1% |
| PYPL PayPal Holdings Inc. | 0.18% | 991,590 | $84.6M | Reduce -3.5% |
| ADI Analog Devices Inc. | 0.18% | 395,239 | $84.0M | Reduce -5.3% |
| UPS United Parcel Service Class B | 0.17% | 638,817 | $80.6M | Reduce -3.4% |
| GEV GE Vernova Inc. | 0.17% | 242,128 | $79.6M | Add +3.1% |
| PLD Prologis Inc. | 0.17% | 751,562 | $79.4M | Reduce -4.5% |
| MU Micron Technology Inc. | 0.16% | 918,673 | $77.3M | Reduce -1.4% |
| MRSH Marsh & McLennan Cos | 0.16% | 357,187 | $75.9M | Reduce -4.9% |
Lines left out (1) · $9K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| CBSH Commerce Bancshares Inc. | COM | 0 | $9K |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $47.5B.
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -4.3% | 5.84% | −0.26 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 1.13% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 0.86% | −0.16 |
| AMD Advanced Micro Devices | Reduce -4.2% | 0.36% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -5.3% | 0.88% | −0.11 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.66% | −0.10 |
| ABBV Abbvie Inc. | Reduce -4.4% | 0.60% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.5% | 0.36% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -4.2% | 0.47% | −0.08 |
| KO The Coca-Cola Co. | Reduce -4.9% | 0.41% | −0.08 |
| AMGN Amgen Inc. | Reduce -5.3% | 0.26% | −0.07 |
| REGN Regeneron Pharmaceuticals | Reduce -2.6% | 0.15% | −0.07 |
| ADBE Adobe Inc. | Reduce -4.2% | 0.36% | −0.07 |
| DHR Danaher Corp. | Reduce -5.7% | 0.26% | −0.07 |
| LIN Linde PLC | Reduce -6.7% | 0.35% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -3.7% | 0.26% | −0.07 |
| ELV Elevance Health Inc. | Reduce -3.6% | 0.15% | −0.07 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.38% | −0.06 |
| GE General Electric | Reduce -5.4% | 0.34% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.1% | 1.55% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -1.4% | 0.24% | −0.06 |
| AMT American Tower Corp. | Reduce -5.4% | 0.16% | −0.05 |
| HD Home Depot Inc. | Reduce -4.7% | 0.69% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -4.6% | 0.31% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -1.3% | 0.28% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -3.7% | 0.21% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -4.9% | 0.12% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.8% | 0.70% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -4.0% | 0.34% | −0.04 |
| CVS CVS Health Corp. | Reduce -1.7% | 0.11% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -5.5% | 0.28% | −0.04 |
| CAT Caterpillar Inc. | Reduce -5.7% | 0.34% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -4.6% | 0.30% | −0.04 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.04 |
| KLAC KLA Corp. | Reduce -3.6% | 0.15% | −0.04 |
| PLD Prologis Inc. | Reduce -4.5% | 0.17% | −0.04 |
| CI The Cigna Group | Reduce -3.3% | 0.14% | −0.04 |
| MU Micron Technology Inc. | Reduce -1.4% | 0.16% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.4% | 0.13% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.6% | 0.19% | −0.03 |
| NKE Nike Inc. Class B | Reduce -5.7% | 0.15% | −0.03 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Reduce -5.0% | 0.15% | −0.03 |
| PFE Pfizer Inc. | Reduce -4.1% | 0.27% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -1.9% | 0.10% | −0.03 |
| ZTS Zoetis Inc. | Reduce -3.8% | 0.14% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -3.4% | 0.27% | −0.03 |
| LRCX Lam Research Corp. | Reduce -7.0% | 0.16% | −0.03 |
| MPWR Monolithic Power Systems Inc. | Reduce -1.6% | 0.05% | −0.03 |
| MDT Medtronic PLC | Reduce -4.1% | 0.19% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | Add +3.2% | 0.25% | +0.14 |
| APO Apollo Global Management Inc. | New | 0.11% | +0.11 |
| WDAY Workday Inc. Class A | Add +3375.8% | 0.08% | +0.08 |
| MS Morgan Stanley | Add +2.3% | 0.31% | +0.06 |
| BA The Boeing Co. | Add +10.7% | 0.21% | +0.05 |
| GEV GE Vernova Inc. | Add +3.1% | 0.17% | +0.04 |
| DOCU Docusign Inc. | Add +894.3% | 0.04% | +0.03 |
| AXON Axon Enterprise Inc. | Add +2.0% | 0.08% | +0.03 |
| FLEX Flex Ltd. | New | 0.03% | +0.03 |
| UAL United Airlines Holdings Inc. | Add +2.0% | 0.07% | +0.03 |
| SMCI Super Micro Computer Inc. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +0.7% | 0.22% | +0.02 |
| EXE Expand Energy Corp. | Add +114.9% | 0.04% | +0.02 |
| DAL Delta Air Lines Inc. | Add +3.5% | 0.07% | +0.02 |
| PNC PNC Financial Services Group | Add +4.5% | 0.14% | +0.01 |
| CCL Carnival Corp. | Add +0.0% | 0.05% | +0.01 |
| BKR Baker Hughes Co. | Add +2.0% | 0.07% | +0.01 |
| EXPE Expedia Group Inc. | Add +1.1% | 0.04% | +0.01 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.01% | +0.01 |
| GDDY GoDaddy Inc. Class A | Add +0.5% | 0.04% | +0.01 |
| PCG P G & E Corp. | Add +8.2% | 0.08% | +0.01 |
| COP Conocophillips | Add +7.3% | 0.24% | +0.01 |
| CAH Cardinal Health Inc. | Add +4.6% | 0.06% | +0.01 |
| TDY Teledyne Technologies Inc. | Add +9.8% | 0.04% | +0.01 |
| DRI Darden Restaurants Inc. | Add +1.9% | 0.04% | +0.01 |
| GPN Global Payments Inc. | Add +0.7% | 0.06% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Add +0.2% | 0.03% | +0.01 |
| FFIV F5 Inc. | Add +6.6% | 0.03% | +0.01 |
| GME Gamestop Corp. Class A | Add +0.1% | 0.02% | +0.01 |
| NCLH Norwegian Cruise Line Holdin | Add +3.5% | 0.02% | +0.01 |
| HIMS Hims & Hers Health Inc. | Add +3284.6% | 0.01% | +0.01 |
| DUOL Duolingo | Add +8.2% | 0.02% | +0.00 |
| IP International Paper Co. | Add +0.1% | 0.04% | +0.00 |
| PEN Penumbra Inc. | Add +0.4% | 0.02% | +0.00 |
| GMED Globus Medical Inc. Class A | Add +12.3% | 0.02% | +0.00 |
| FIX Comfort Systems USA Inc. | Add +5.4% | 0.02% | +0.00 |
| CHWY Chewy Inc. Class A | New | 0.00% | +0.00 |
| AJG Arthur J Gallagher & Co. | Add +0.3% | 0.11% | +0.00 |
| BAH Booz Allen Hamilton Holdings | New | 0.00% | +0.00 |
| CF CF Industries Holdings Inc. | Add +9.9% | 0.03% | +0.00 |
| CALM Cal-Maine Foods Inc. | Add +0.2% | 0.01% | +0.00 |
| SMTC Semtech Corp. | Add +3.8% | 0.01% | +0.00 |
| DOCS Doximity Inc. Class A | Add +9.6% | 0.01% | +0.00 |
| MCO Moody's Corp. | Add +0.5% | 0.13% | +0.00 |
| ALTM Arcadium Lithium PLC | Add +4.7% | 0.01% | +0.00 |
| VSXY Victoria's Secret & Co. | Add +0.1% | 0.01% | +0.00 |
| USFD US Foods Holding Corp. | Add +3.7% | 0.02% | +0.00 |
| RBA RB Global Inc. | Add +2.6% | 0.02% | +0.00 |
| TRNO Terreno Realty Corp. | New | 0.00% | +0.00 |
| GEN Gen Digital Inc. | Add +7.5% | 0.03% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| CBSH Commerce Bancshares Inc. | COM | Reduce -100.0% | 0 | $9K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,631 | $54.2B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,615 | $49.2B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,632 | $51.4B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,632 | $51.3B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,631 | $47.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,632 | $43.4B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,634 | $47.5B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,617 | $48.5B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,623 | $47.4B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2024 | 1,615 | $47.9B | MSFT, AAPL, NVDA, AMZN, META |