New York State Teachers Retirement System
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), New York State Teachers Retirement System reported 1,632 stock positions worth $43.4 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Nvidia (NVDA, 5.2%). Compared with Q4 2024, it opened 39 new positions, sold out of 42, added to 307 and reduced 1,018. The biggest buy was DoorDash Class A (DASH, shares +1535%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ALBANY, NY
- CIK
- 0000314969
- Portfolio Value
- $43.4B (Q1 2025)
- SEC Filing
- 0000314969-25-000005 ↗ filed Apr 25, 2025
Holdings Value
Holdings 1,632 stocks · $43.4B
| AAPL Apple Inc. | 6.49% | 12,667,205 | $2.8B | Reduce -4.7% |
| MSFT Microsoft Corp. | 5.45% | 6,297,699 | $2.4B | Reduce -4.2% |
| NVDA Nvidia Corp. | 5.20% | 20,789,724 | $2.3B | Reduce -4.4% |
| AMZN Amazon.com Inc. | 3.48% | 7,935,612 | $1.5B | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 2.47% | 1,858,071 | $1.1B | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.90% | 1,546,683 | $823.7M | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 1.76% | 4,946,642 | $764.9M | Reduce -4.4% |
| AVGO Broadcom Inc. | 1.52% | 3,927,403 | $657.6M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 1.45% | 4,010,819 | $626.6M | Reduce -4.9% |
| TSLA Tesla Inc. | 1.40% | 2,347,728 | $608.4M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 1.31% | 2,319,541 | $569.0M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 1.26% | 662,352 | $547.0M | Reduce -4.5% |
| V Visa Inc. Class A | 1.15% | 1,425,838 | $499.7M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 1.01% | 3,670,688 | $436.6M | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 0.94% | 774,581 | $405.7M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.88% | 695,879 | $381.4M | Reduce -5.8% |
| COST Costco Wholesale Corp. | 0.79% | 364,139 | $344.4M | Reduce -3.8% |
| JNJ Johnson & Johnson | 0.79% | 2,071,467 | $343.5M | Reduce -3.9% |
| NFLX Netflix Inc. | 0.78% | 362,460 | $338.0M | Reduce -4.4% |
| WMT Walmart Inc. | 0.76% | 3,751,458 | $329.3M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.75% | 1,898,452 | $323.5M | Reduce -4.6% |
| ABBV Abbvie Inc. | 0.74% | 1,525,874 | $319.7M | Reduce -4.4% |
| HD Home Depot Inc. | 0.68% | 806,427 | $295.5M | Reduce -4.4% |
| CVX Chevron Corp. | 0.55% | 1,414,672 | $236.7M | Reduce -4.4% |
| CRM Salesforce Inc. | 0.52% | 845,460 | $226.9M | Reduce -4.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 5,429,140 | $226.6M | Reduce -5.0% |
| KO The Coca-Cola Co. | 0.51% | 3,073,168 | $220.1M | Reduce -2.8% |
| PM Philip Morris International | 0.49% | 1,330,821 | $211.2M | Reduce -3.1% |
| WFC Wells Fargo & Co. | 0.47% | 2,859,623 | $205.3M | Reduce -6.6% |
| ABT Abbott Laboratories | 0.47% | 1,539,428 | $204.2M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.46% | 3,226,391 | $199.1M | Reduce -3.6% |
| MRK Merck & Co. Inc. | 0.45% | 2,171,602 | $194.9M | Reduce -4.2% |
| ORCL Oracle Corp. | 0.44% | 1,364,177 | $190.7M | Reduce -3.5% |
| T AT&T Inc. | 0.43% | 6,572,363 | $185.9M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 741,046 | $184.3M | Reduce -6.8% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 914,894 | $183.1M | Reduce -6.8% |
| LIN Linde PLC | 0.41% | 385,198 | $179.4M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.41% | 1,171,605 | $175.7M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.41% | 562,270 | $175.6M | Reduce -3.0% |
| ACN Accenture PLC Class A | 0.39% | 541,670 | $169.0M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.37% | 3,575,280 | $162.2M | Reduce -3.9% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 318,800 | $158.6M | Reduce -3.9% |
| QCOM Qualcomm Inc. | 0.36% | 1,008,517 | $154.9M | Reduce -4.3% |
| RTX RTX Corp. | 0.35% | 1,137,059 | $150.6M | Reduce -2.6% |
| ISRG Intuitive Surgical Inc. | 0.34% | 301,710 | $149.4M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 1,457,348 | $143.8M | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.33% | 261,455 | $142.8M | Reduce -5.7% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 1,680,436 | $141.8M | Add +5.2% |
| ADBE Adobe Inc. | 0.33% | 369,764 | $141.8M | Reduce -5.0% |
| BKNG Booking Holdings Inc. | 0.33% | 30,720 | $141.5M | Reduce -0.6% |
| INTU Intuit Inc. | 0.33% | 229,849 | $141.1M | Reduce -5.8% |
| PGR Progressive Corp. | 0.32% | 492,298 | $139.3M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.32% | 174,462 | $138.9M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.32% | 419,967 | $138.5M | Reduce -6.0% |
| AMGN Amgen Inc. | 0.32% | 439,387 | $136.9M | Reduce -5.6% |
| AMD Advanced Micro Devices | 0.31% | 1,304,165 | $134.0M | Reduce -6.6% |
| MS Morgan Stanley | 0.31% | 1,144,625 | $133.5M | Reduce -2.5% |
| TXN Texas Instruments Inc. | 0.30% | 729,011 | $131.0M | Reduce -4.5% |
| AXP American Express Co. | 0.30% | 486,067 | $130.8M | Reduce -6.1% |
| UBER Uber Technologies Inc. | 0.30% | 1,756,901 | $128.0M | Reduce -7.0% |
| CMCSA Comcast Corp. Class A | 0.29% | 3,419,666 | $126.2M | Reduce -4.2% |
| SPGI S&P Global Inc. | 0.29% | 245,785 | $124.9M | Reduce -5.3% |
| GILD Gilead Sciences Inc. | 0.29% | 1,104,043 | $123.7M | Reduce -2.9% |
| BSX Boston Scientific Corp. | 0.29% | 1,225,222 | $123.6M | Reduce -4.7% |
| NEE Nextera Energy Inc. | 0.27% | 1,672,950 | $118.6M | Reduce -8.6% |
| PFE Pfizer Inc. | 0.27% | 4,666,604 | $118.3M | Reduce -3.0% |
| HON Honeywell International Inc. | 0.27% | 553,018 | $117.1M | Reduce -3.8% |
| LOW Lowe's Cos Inc. | 0.27% | 493,167 | $115.0M | Reduce -3.4% |
| COP Conocophillips | 0.26% | 1,089,296 | $114.4M | Reduce -7.0% |
| BLK BlackRock Inc. | 0.26% | 118,938 | $112.6M | Reduce -1.7% |
| UNP Union Pacific Corp. | 0.26% | 475,923 | $112.4M | Reduce -3.7% |
| C Citigroup Inc. | 0.26% | 1,562,076 | $110.9M | Reduce -3.6% |
| TMUS T-Mobile US Inc. | 0.25% | 403,812 | $107.7M | Reduce -6.1% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 1,762,464 | $107.5M | Reduce -4.7% |
| FISV Fiserv Inc. | 0.24% | 474,777 | $104.8M | Reduce -9.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 856,306 | $104.3M | Reduce -3.9% |
| DHR Danaher Corp. | 0.24% | 506,770 | $103.9M | Reduce -7.3% |
| SYK Stryker Corp. | 0.23% | 271,656 | $101.1M | Reduce -6.0% |
| AMAT Applied Materials Inc. | 0.23% | 693,463 | $100.6M | Reduce -7.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 204,890 | $99.3M | Reduce -7.4% |
| MO Altria Group Inc. | 0.23% | 1,641,685 | $98.5M | Reduce -4.6% |
| SCHW Schwab (charles) Corp. | 0.23% | 1,251,076 | $97.9M | Reduce -0.9% |
| MDT Medtronic PLC | 0.22% | 1,081,602 | $97.2M | Reduce -3.1% |
| BA The Boeing Co. | 0.22% | 556,413 | $94.9M | Add +0.3% |
| DE Deere & Co. | 0.22% | 201,296 | $94.5M | Reduce -3.0% |
| ADP Automatic Data Processing | 0.21% | 303,108 | $92.6M | Reduce -6.0% |
| CB Chubb Ltd. | 0.21% | 304,572 | $92.0M | Reduce -5.8% |
| SBUX Starbucks Corp. | 0.21% | 925,640 | $90.8M | Reduce -4.5% |
| PANW Palo Alto Networks Inc. | 0.21% | 527,621 | $90.0M | Reduce -6.6% |
| LMT Lockheed Martin Corp. | 0.20% | 193,892 | $86.6M | Reduce -5.1% |
| MRSH Marsh & McLennan Cos | 0.19% | 344,589 | $84.1M | Reduce -3.5% |
| ELV Elevance Health Inc. | 0.19% | 191,110 | $83.1M | Reduce -3.7% |
| ETN Eaton Corp. PLC | 0.19% | 300,694 | $81.7M | Reduce -5.0% |
| AMT American Tower Corp. | 0.19% | 373,774 | $81.3M | Reduce -7.8% |
| MU Micron Technology Inc. | 0.19% | 935,644 | $81.3M | Add +1.9% |
| BX Blackstone Inc. | 0.18% | 562,035 | $78.6M | Reduce -5.2% |
| INTC Intel Corp. | 0.18% | 3,427,213 | $77.8M | Reduce -3.2% |
| PLD Prologis Inc. | 0.18% | 695,703 | $77.8M | Reduce -7.4% |
| SO The Southern Co. | 0.18% | 840,874 | $77.3M | Reduce -7.4% |
| ADI Analog Devices Inc. | 0.18% | 380,819 | $76.8M | Reduce -3.6% |
Lines left out (2) · $3K — a value with no share or principal amount
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: $43.4B.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -4.4% | 5.20% | −0.95 |
| TSLA Tesla Inc. | Reduce -4.2% | 1.40% | −0.68 |
| AAPL Apple Inc. | Reduce -4.7% | 6.49% | −0.52 |
| AVGO Broadcom Inc. | Reduce -3.7% | 1.52% | −0.47 |
| MSFT Microsoft Corp. | Reduce -4.2% | 5.45% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 3.48% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -4.4% | 1.76% | −0.30 |
| GOOG Alphabet Inc. Class C | Reduce -4.9% | 1.45% | −0.25 |
| CRM Salesforce Inc. | Reduce -4.4% | 0.52% | −0.10 |
| NOW ServiceNow Inc. | Reduce -0.7% | 0.32% | −0.07 |
| ORCL Oracle Corp. | Reduce -3.5% | 0.44% | −0.06 |
| ANET Arista Networks Inc. | Reduce -4.5% | 0.15% | −0.06 |
| AMD Advanced Micro Devices | Reduce -6.6% | 0.31% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -8.3% | 0.14% | −0.04 |
| ADBE Adobe Inc. | Reduce -5.0% | 0.33% | −0.04 |
| BX Blackstone Inc. | Reduce -5.2% | 0.18% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -5.0% | 0.19% | −0.03 |
| TGT Target Corp. | Reduce -6.5% | 0.10% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.7% | 0.33% | −0.03 |
| DECK Deckers Outdoor Corp. | Reduce -0.7% | 0.04% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -4.2% | 0.45% | −0.03 |
| DHR Danaher Corp. | Reduce -7.3% | 0.24% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -7.5% | 0.23% | −0.02 |
| NKE Nike Inc. Class B | Reduce -7.3% | 0.13% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -0.7% | 0.13% | −0.02 |
| AXP American Express Co. | Reduce -6.1% | 0.30% | −0.02 |
| CAT Caterpillar Inc. | Reduce -6.0% | 0.32% | −0.02 |
| ON On Semiconductor | Reduce -12.8% | 0.03% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.8% | 0.13% | −0.02 |
| GM General Motors Co. | Reduce -10.6% | 0.11% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -5.5% | 0.12% | −0.02 |
| EIX Edison International | Reduce -10.6% | 0.04% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.3% | 0.39% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -23.2% | 0.04% | −0.02 |
| ILMN Illumina Inc. | Reduce -6.3% | 0.03% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -3.2% | 0.06% | −0.02 |
| MANH Manhattan Associates Inc. | Reduce -11.5% | 0.02% | −0.01 |
| FDX FedEx Corp. | Reduce -6.2% | 0.11% | −0.01 |
| SRE Sempra | Reduce -2.8% | 0.09% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -3.7% | 0.08% | −0.01 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.01 |
| HPE Hewlett Packard Enterprise | Reduce -2.2% | 0.05% | −0.01 |
| SNPS Synopsys Inc. | Reduce -7.0% | 0.12% | −0.01 |
| WST West Pharmaceutical Services | Reduce -6.5% | 0.03% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -6.2% | 0.13% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -12.2% | 0.09% | −0.01 |
| FSLR First Solar Inc. | Reduce -12.3% | 0.03% | −0.01 |
| DXCM Dexcom Inc. | Reduce -16.8% | 0.05% | −0.01 |
| PWR Quanta Services Inc. | Reduce -2.0% | 0.07% | −0.01 |
| MAR Marriott International Class A | Reduce -3.6% | 0.10% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DASH DoorDash Inc. Class A | Add +1535.0% | 0.10% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +5.2% | 0.33% | +0.07 |
| WELL Welltower Inc. | Add +0.8% | 0.16% | +0.04 |
| NEM Newmont Corp. | Add +10.3% | 0.11% | +0.04 |
| AJG Arthur J Gallagher & Co. | Add +1.6% | 0.14% | +0.04 |
| CTAS Cintas Corp. | Add +3.4% | 0.15% | +0.03 |
| MU Micron Technology Inc. | Add +1.9% | 0.19% | +0.02 |
| GWRE Guidewire Software Inc. | New | 0.02% | +0.02 |
| HES Hess Corp. | Add +0.3% | 0.09% | +0.02 |
| CBSH Commerce Bancshares Inc. | Add +0.0% | 0.02% | +0.02 |
| TRGP Targa Resources Corp. | Add +12.1% | 0.07% | +0.02 |
| ECL Ecolab Inc. | Add +1.0% | 0.11% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.2% | 0.16% | +0.02 |
| TPL Texas Pacific Land Corp. | Add +18.9% | 0.04% | +0.01 |
| EQT Eqt Corp. | Add +2.1% | 0.06% | +0.01 |
| BA The Boeing Co. | Add +0.3% | 0.22% | +0.01 |
| CTRA Coterra Energy Inc. | Add +0.7% | 0.06% | +0.01 |
| ENTG Entegris Inc. | New | 0.01% | +0.01 |
| BJ Bj's Wholesale Club Holdings | Add +0.3% | 0.04% | +0.01 |
| WRB WR Berkley Corp. | Add +0.3% | 0.04% | +0.01 |
| SFM Sprouts Farmers Market Inc. | Add +6.6% | 0.03% | +0.01 |
| ES Eversource Energy | Add +6.5% | 0.04% | +0.01 |
| UNM Unum Group | Add +7.1% | 0.04% | +0.01 |
| KDP Keurig Dr Pepper Inc. | Add +0.4% | 0.06% | +0.01 |
| ACI Albertsons Cos Inc. Class A | New | 0.01% | +0.01 |
| EQH Equitable Holdings Inc. | Add +29.6% | 0.02% | +0.01 |
| HIMS Hims & Hers Health Inc. | Add +95.2% | 0.01% | +0.01 |
| TGTX TG Therapeutics Inc. | Add +175.0% | 0.01% | +0.01 |
| CART Maplebear Inc. | Add +542.8% | 0.01% | +0.01 |
| GIS General Mills Inc. | Add +11.5% | 0.06% | +0.01 |
| CINF Cincinnati Financial Corp. | Add +4.3% | 0.05% | +0.01 |
| WPC WP Carey Inc. | Add +0.2% | 0.03% | +0.01 |
| CHWY Chewy Inc. Class A | Add +175.4% | 0.01% | +0.01 |
| RS Reliance Inc. | Add +1.8% | 0.04% | +0.01 |
| IP International Paper Co. | Add +8.4% | 0.04% | +0.01 |
| ADMA Adma Biologics Inc. | Add +96.2% | 0.01% | +0.01 |
| RBA RB Global Inc. | Add +8.4% | 0.02% | +0.01 |
| PFG Principal Financial Group | Add +0.6% | 0.04% | +0.01 |
| VMRK Vivmark Residential | Add +5.5% | 0.04% | +0.01 |
| FFIV F5 Inc. | Add +1.5% | 0.03% | +0.01 |
| FOX Fox Corp. Class B | Add +3.0% | 0.02% | +0.01 |
| FE Firstenergy Corp. | Add +3.6% | 0.04% | +0.00 |
| PEN Penumbra Inc. | Add +1.1% | 0.02% | +0.00 |
| SNDK Sandisk Corp. | Add +38.0% | 0.01% | +0.00 |
| INSP Inspire Medical Systems Inc. | Add +132.7% | 0.01% | +0.00 |
| RHP Ryman Hospitality Properties | Add +367.4% | 0.01% | +0.00 |
| WAB Wabtec Corp. | Add +3.2% | 0.06% | +0.00 |
| LYV Live Nation Entertainment Inc. | Add +0.1% | 0.04% | +0.00 |
| NXT Nextpower Inc. | Add +18.2% | 0.01% | +0.00 |
| NLY Annaly Capital Management Inc. | Add +1.5% | 0.02% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
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 |