New York State Teachers Retirement System
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), New York State Teachers Retirement System reported 1,631 stock positions worth $47.8 billion. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Microsoft (MSFT, 6.5%) and Apple (AAPL, 5.4%). Compared with Q1 2025, it opened 28 new positions, sold out of 32, added to 538 and reduced 602. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ALBANY, NY
- CIK
- 0000314969
- Portfolio Value
- $47.8B (Q2 2025)
- SEC Filing
- 0000314969-25-000009 ↗ filed Jul 28, 2025
Holdings Value
Holdings 1,631 stocks · $47.8B
| NVDA Nvidia Corp. | 6.86% | 20,746,960 | $3.3B | Reduce -0.2% |
| MSFT Microsoft Corp. | 6.54% | 6,289,820 | $3.1B | Reduce -0.1% |
| AAPL Apple Inc. | 5.43% | 12,648,833 | $2.6B | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.64% | 7,936,642 | $1.7B | Add +0.0% |
| META Meta Platforms Inc. Class A | 2.86% | 1,849,784 | $1.4B | Reduce -0.5% |
| AVGO Broadcom Inc. | 2.27% | 3,933,516 | $1.1B | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.82% | 4,944,564 | $871.4M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.57% | 1,545,844 | $750.9M | Reduce -0.1% |
| TSLA Tesla Inc. | 1.56% | 2,346,528 | $745.4M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.49% | 4,004,720 | $710.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.40% | 2,309,022 | $669.4M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.08% | 662,621 | $516.5M | Add +0.0% |
| V Visa Inc. Class A | 1.05% | 1,418,996 | $503.8M | Reduce -0.5% |
| NFLX Netflix Inc. | 1.02% | 363,202 | $486.4M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.83% | 3,661,831 | $394.7M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.81% | 689,974 | $387.7M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.75% | 364,536 | $360.9M | Add +0.1% |
| WMT Walmart Inc. | 0.75% | 3,684,412 | $360.3M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.66% | 2,050,762 | $313.3M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.63% | 1,884,774 | $300.3M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.62% | 1,358,287 | $297.0M | Reduce -0.4% |
| HD Home Depot Inc. | 0.62% | 806,604 | $295.7M | Add +0.0% |
| ABBV Abbvie Inc. | 0.59% | 1,524,269 | $282.9M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 5,420,790 | $256.5M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.51% | 1,777,902 | $242.4M | Add +5.8% |
| PM Philip Morris International | 0.51% | 1,328,415 | $241.9M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.50% | 764,222 | $238.4M | Reduce -1.3% |
| GE General Electric filed as GE AEROSPACE | 0.49% | 910,881 | $234.5M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.48% | 844,919 | $230.4M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.48% | 2,863,870 | $229.5M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.48% | 3,298,853 | $228.9M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 742,805 | $219.0M | Add +0.2% |
| KO The Coca-Cola Co. | 0.46% | 3,074,868 | $217.5M | Add +0.1% |
| ABT Abbott Laboratories | 0.43% | 1,528,387 | $207.9M | Reduce -0.7% |
| CVX Chevron Corp. | 0.42% | 1,404,886 | $201.2M | Reduce -0.7% |
| T AT&T Inc. | 0.39% | 6,502,887 | $188.2M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.39% | 260,418 | $184.3M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.38% | 1,296,822 | $184.0M | Reduce -0.6% |
| INTU Intuit Inc. | 0.38% | 230,256 | $181.4M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 1,458,568 | $180.9M | Add +0.1% |
| LIN Linde PLC | 0.38% | 384,476 | $180.4M | Reduce -0.2% |
| NOW ServiceNow Inc. | 0.38% | 174,390 | $179.3M | Reduce -0.0% |
| BKNG Booking Holdings Inc. | 0.37% | 30,361 | $175.8M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.36% | 2,175,214 | $172.2M | Add +0.2% |
| RTX RTX Corp. | 0.35% | 1,137,355 | $166.1M | Add +0.0% |
| UBER Uber Technologies Inc. | 0.35% | 1,776,093 | $165.7M | Add +1.1% |
| MCD McDonald's Corp. | 0.34% | 564,097 | $164.8M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.34% | 301,075 | $163.6M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.34% | 1,011,551 | $161.1M | Add +0.3% |
| ACN Accenture PLC Class A | 0.34% | 538,097 | $160.8M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.34% | 413,521 | $160.5M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.32% | 3,578,419 | $154.8M | Add +0.1% |
| PEP Pepsico Inc. | 0.32% | 1,162,436 | $153.5M | Reduce -0.8% |
| TXN Texas Instruments Inc. | 0.32% | 729,075 | $151.4M | Add +0.0% |
| MS Morgan Stanley | 0.31% | 1,065,312 | $150.1M | Reduce -6.9% |
| AXP American Express Co. | 0.31% | 468,788 | $149.5M | Reduce -3.5% |
| ADBE Adobe Inc. | 0.31% | 380,587 | $147.2M | Add +2.9% |
| C Citigroup Inc. | 0.28% | 1,560,172 | $132.8M | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.28% | 1,225,616 | $131.6M | Add +0.0% |
| COF Capital One Financial Corp. | 0.27% | 615,449 | $130.9M | Add +76.1% |
| PGR Progressive Corp. | 0.27% | 489,558 | $130.6M | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.27% | 246,262 | $129.9M | Add +0.2% |
| GEV GE Vernova Inc. | 0.27% | 244,628 | $129.4M | Add +5.9% |
| HON Honeywell International Inc. | 0.27% | 552,665 | $128.7M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 313,528 | $127.1M | Reduce -1.6% |
| AMGN Amgen Inc. | 0.26% | 447,779 | $125.0M | Add +1.9% |
| BLK BlackRock Inc. | 0.26% | 118,874 | $124.7M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.26% | 1,123,885 | $124.6M | Add +1.8% |
| CMCSA Comcast Corp. Class A | 0.26% | 3,419,984 | $122.1M | Add +0.0% |
| AMAT Applied Materials Inc. | 0.25% | 663,741 | $121.5M | Reduce -4.3% |
| BA The Boeing Co. | 0.25% | 561,566 | $117.7M | Add +0.9% |
| MU Micron Technology Inc. | 0.24% | 932,821 | $115.0M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.24% | 1,654,684 | $114.9M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.24% | 1,257,498 | $114.7M | Add +0.5% |
| PFE Pfizer Inc. | 0.24% | 4,669,390 | $113.2M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.23% | 492,804 | $109.3M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.23% | 474,493 | $109.2M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.23% | 527,699 | $108.0M | Add +0.0% |
| ETN Eaton Corp. PLC | 0.22% | 299,758 | $107.0M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 859,731 | $106.2M | Add +0.4% |
| SYK Stryker Corp. | 0.22% | 265,708 | $105.1M | Reduce -2.2% |
| DE Deere & Co. | 0.21% | 201,614 | $102.5M | Add +0.2% |
| LRCX Lam Research Corp. | 0.21% | 1,044,815 | $101.7M | Add +5.6% |
| KLAC KLA Corp. | 0.21% | 111,640 | $100.0M | Reduce -0.8% |
| DHR Danaher Corp. | 0.21% | 505,201 | $99.8M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 193,086 | $98.3M | Add +0.8% |
| COP Conocophillips | 0.20% | 1,081,538 | $97.1M | Reduce -0.7% |
| TMUS T-Mobile US Inc. | 0.20% | 404,613 | $96.4M | Add +0.2% |
| MO Altria Group Inc. | 0.20% | 1,641,481 | $96.2M | Reduce -0.0% |
| MDT Medtronic PLC | 0.20% | 1,081,922 | $94.3M | Add +0.0% |
| ADP Automatic Data Processing | 0.19% | 301,639 | $93.0M | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.19% | 380,872 | $90.7M | Add +0.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 203,504 | $90.6M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.19% | 192,242 | $89.0M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.19% | 896,380 | $88.5M | Add +1.5% |
| FISV Fiserv Inc. | 0.18% | 511,961 | $88.3M | Add +7.8% |
| CB Chubb Ltd. | 0.18% | 302,563 | $87.7M | Reduce -0.7% |
| ANET Arista Networks Inc. | 0.18% | 840,770 | $86.0M | Reduce -0.8% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 1,821,758 | $84.3M | Add +3.4% |
| SBUX Starbucks Corp. | 0.17% | 912,543 | $83.6M | Reduce -1.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.1% | 5.43% | −1.06 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.50% | −0.44 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.57% | −0.33 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.83% | −0.18 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.59% | −0.15 |
| JNJ Johnson & Johnson | Reduce -1.0% | 0.66% | −0.14 |
| CVX Chevron Corp. | Reduce -0.7% | 0.42% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.63% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 0.27% | −0.10 |
| V Visa Inc. Class A | Reduce -0.5% | 1.05% | −0.10 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.32% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.81% | −0.07 |
| COP Conocophillips | Reduce -0.7% | 0.20% | −0.06 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.34% | −0.05 |
| PGR Progressive Corp. | Reduce -0.6% | 0.27% | −0.05 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.48% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.7% | 0.19% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -2.4% | 0.08% | −0.04 |
| REGN Regeneron Pharmaceuticals | Reduce -4.5% | 0.10% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 0.16% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.23% | −0.04 |
| LIN Linde PLC | Reduce -0.2% | 0.38% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.43% | −0.04 |
| T AT&T Inc. | Reduce -1.1% | 0.39% | −0.04 |
| SBUX Starbucks Corp. | Reduce -1.4% | 0.17% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.24% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.23% | −0.03 |
| DHR Danaher Corp. | Reduce -0.3% | 0.21% | −0.03 |
| CB Chubb Ltd. | Reduce -0.7% | 0.18% | −0.03 |
| AEP American Electric Power | Reduce -11.2% | 0.09% | −0.03 |
| SLB SLB Ltd. | Reduce -0.1% | 0.08% | −0.03 |
| AON Aon PLC Class A | Reduce -0.1% | 0.12% | −0.03 |
| MO Altria Group Inc. | Reduce -0.0% | 0.20% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -1.4% | 0.12% | −0.02 |
| SO The Southern Co. | Reduce -4.3% | 0.15% | −0.02 |
| X United States Steel Corp. | Sold out | 0.00% | −0.02 |
| EOG EOG Resources Inc. | Reduce -0.1% | 0.12% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -0.0% | 0.15% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.0% | 0.12% | −0.02 |
| INTC Intel Corp. | Reduce -0.6% | 0.16% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.19% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -1.0% | 0.12% | −0.02 |
| HES Hess Corp. | Reduce -0.0% | 0.07% | −0.02 |
| TGT Target Corp. | Reduce -4.0% | 0.09% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -0.0% | 0.13% | −0.02 |
| PAYX Paychex Inc. | Reduce -0.7% | 0.09% | −0.02 |
| WM Waste Management Inc. | Reduce -0.5% | 0.13% | −0.02 |
| FTV Fortive Corp. | Reduce 0.0% | 0.03% | −0.01 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +0.2% | 2.27% | +0.75 |
| NFLX Netflix Inc. | Add +0.2% | 1.02% | +0.24 |
| PLTR Palantir Technologies Inc. Class A | Add +5.8% | 0.51% | +0.18 |
| AMZN Amazon.com Inc. | Add +0.0% | 3.64% | +0.16 |
| COF Capital One Financial Corp. | Add +76.1% | 0.27% | +0.13 |
| COIN Coinbase Global Inc. Class A | New | 0.11% | +0.11 |
| GEV GE Vernova Inc. | Add +5.9% | 0.27% | +0.11 |
| INTU Intuit Inc. | Add +0.2% | 0.38% | +0.05 |
| APH Amphenol Corp. Class A | Add +1.5% | 0.19% | +0.05 |
| UBER Uber Technologies Inc. | Add +1.1% | 0.35% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.8% | 0.21% | +0.05 |
| LRCX Lam Research Corp. | Add +5.6% | 0.21% | +0.05 |
| DIS The Walt Disney Co. | Add +0.1% | 0.38% | +0.05 |
| VST Vistra Corp. | Add +0.9% | 0.12% | +0.04 |
| DASH DoorDash Inc. Class A | Add +8.8% | 0.14% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +4.5% | 0.13% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.46% | +0.03 |
| BA The Boeing Co. | Add +0.9% | 0.25% | +0.03 |
| NRG NRG Energy Inc. | Add +5.6% | 0.07% | +0.03 |
| JCI Johnson Controls Internation | Add +8.4% | 0.11% | +0.03 |
| OKTA Okta Inc. | New | 0.03% | +0.03 |
| TT Trane Technologies PLC | Add +0.7% | 0.16% | +0.02 |
| NEM Newmont Corp. | Add +8.5% | 0.13% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.3% | 0.48% | +0.02 |
| STX Seagate Technology Holdings | Add +0.0% | 0.06% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +16.1% | 0.15% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +0.0% | 0.23% | +0.02 |
| APG Api Group Corp. | Add +627.6% | 0.02% | +0.01 |
| TXN Texas Instruments Inc. | Add +0.0% | 0.32% | +0.01 |
| MCHP Microchip Technology Inc. | Add +0.0% | 0.06% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.5% | 0.24% | +0.01 |
| ADI Analog Devices Inc. | Add +0.0% | 0.19% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +0.1% | 0.14% | +0.01 |
| EMR Emerson Electric Co. | Add +0.0% | 0.12% | +0.01 |
| ULTA Ulta Beauty Inc. | Add +14.3% | 0.05% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +0.1% | 0.08% | +0.01 |
| FLEX Flex Ltd. | Add +0.8% | 0.04% | +0.01 |
| PH Parker Hannifin Corp. | Add +2.4% | 0.16% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +4.6% | 0.06% | +0.01 |
| WDC Western Digital Corp. | Add +0.0% | 0.03% | +0.01 |
| NTRS Northern Trust Corp. | Add +5.0% | 0.05% | +0.01 |
| HIMS Hims & Hers Health Inc. | Add +5.3% | 0.02% | +0.01 |
| DUOL Duolingo | Add +13.2% | 0.03% | +0.01 |
| STRL Sterling Infrastructure Inc. | Add +549.9% | 0.01% | +0.01 |
| DXCM Dexcom Inc. | Add +0.0% | 0.05% | +0.01 |
| SNEX Stonex Group Inc. | Add +0.0% | 0.01% | +0.01 |
| GWRE Guidewire Software Inc. | Add +13.4% | 0.03% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.48% | +0.01 |
| CTVA Corteva Inc. | Add +0.6% | 0.08% | +0.01 |
| FLR Fluor Corp. | Add +5.7% | 0.02% | +0.01 |
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 |