New York State Teachers Retirement System
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), New York State Teachers Retirement System reported 1,632 stock positions worth $51.3 billion. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Apple (AAPL, 6.1%). Compared with Q2 2025, it opened 47 new positions, sold out of 46, added to 404 and reduced 894. The biggest buy was AppLovin Class A (APP, shares +4098%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ALBANY, NY
- CIK
- 0000314969
- Portfolio Value
- $51.3B (Q3 2025)
- SEC Filing
- 0000314969-25-000014 ↗ filed Oct 24, 2025
Holdings Value
Holdings 1,632 stocks · $51.3B
| NVDA Nvidia Corp. | 7.43% | 20,412,043 | $3.8B | Reduce -1.6% |
| MSFT Microsoft Corp. | 6.28% | 6,220,138 | $3.2B | Reduce -1.1% |
| AAPL Apple Inc. | 6.13% | 12,350,929 | $3.1B | Reduce -2.4% |
| AMZN Amazon.com Inc. | 3.44% | 8,027,804 | $1.8B | Add +1.1% |
| META Meta Platforms Inc. Class A | 2.60% | 1,814,759 | $1.3B | Reduce -1.9% |
| AVGO Broadcom Inc. | 2.51% | 3,907,425 | $1.3B | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.31% | 4,863,629 | $1.2B | Reduce -1.6% |
| TSLA Tesla Inc. | 2.02% | 2,325,015 | $1.0B | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.86% | 3,914,926 | $953.5M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.50% | 1,524,570 | $766.5M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.38% | 2,242,261 | $707.3M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.98% | 658,416 | $502.4M | Reduce -0.6% |
| V Visa Inc. Class A | 0.92% | 1,383,995 | $472.5M | Reduce -2.5% |
| NFLX Netflix Inc. | 0.83% | 355,813 | $426.6M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.79% | 3,580,220 | $403.7M | Reduce -2.2% |
| MA Mastercard Inc. Class A | 0.76% | 685,978 | $390.2M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.74% | 1,350,411 | $379.8M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.73% | 2,024,347 | $375.4M | Reduce -1.3% |
| WMT Walmart Inc. | 0.72% | 3,605,743 | $371.6M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.67% | 1,480,217 | $342.7M | Reduce -2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.66% | 1,867,162 | $340.6M | Add +5.0% |
| COST Costco Wholesale Corp. | 0.65% | 362,387 | $335.4M | Reduce -0.6% |
| HD Home Depot Inc. | 0.62% | 785,171 | $318.1M | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.56% | 1,854,908 | $285.0M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 5,377,691 | $277.4M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 885,284 | $266.3M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.51% | 750,653 | $259.2M | Reduce -1.8% |
| CVX Chevron Corp. | 0.49% | 1,620,231 | $251.6M | Add +15.3% |
| WFC Wells Fargo & Co. | 0.45% | 2,723,965 | $228.3M | Reduce -4.9% |
| CSCO Cisco Systems Inc. | 0.43% | 3,257,792 | $222.9M | Reduce -1.2% |
| PM Philip Morris International | 0.41% | 1,310,281 | $212.5M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.41% | 1,309,589 | $211.9M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 740,102 | $208.8M | Reduce -0.4% |
| ABT Abbott Laboratories | 0.40% | 1,519,866 | $203.6M | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.39% | 252,383 | $201.0M | Reduce -3.1% |
| KO The Coca-Cola Co. | 0.39% | 3,020,567 | $200.3M | Reduce -1.8% |
| CRM Salesforce Inc. | 0.39% | 840,107 | $199.1M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.36% | 387,749 | $185.0M | Reduce -6.2% |
| RTX RTX Corp. | 0.36% | 1,089,914 | $182.4M | Reduce -4.2% |
| T AT&T Inc. | 0.35% | 6,444,457 | $182.0M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.35% | 1,835,287 | $179.8M | Add +3.3% |
| MRK Merck & Co. Inc. | 0.35% | 2,142,056 | $179.8M | Reduce -1.5% |
| LIN Linde PLC | 0.35% | 377,319 | $179.2M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.33% | 557,681 | $169.5M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 1,477,125 | $169.1M | Add +1.3% |
| QCOM Qualcomm Inc. | 0.32% | 977,961 | $162.7M | Reduce -3.3% |
| MS Morgan Stanley | 0.32% | 1,022,823 | $162.6M | Reduce -4.0% |
| BKNG Booking Holdings Inc. | 0.31% | 29,521 | $159.4M | Reduce -2.8% |
| NOW ServiceNow Inc. | 0.31% | 172,647 | $158.9M | Reduce -1.0% |
| MU Micron Technology Inc. | 0.31% | 942,900 | $157.8M | Add +1.1% |
| INTU Intuit Inc. | 0.31% | 230,529 | $157.4M | Add +0.1% |
| PEP Pepsico Inc. | 0.30% | 1,111,234 | $156.1M | Reduce -4.4% |
| VZ Verizon Communications Inc. | 0.30% | 3,537,957 | $155.5M | Reduce -1.1% |
| C Citigroup Inc. | 0.30% | 1,528,812 | $155.2M | Reduce -2.0% |
| APP AppLovin Corp. Class A | 0.30% | 212,539 | $152.7M | Add +4097.9% |
| AXP American Express Co. | 0.30% | 459,189 | $152.5M | Reduce -2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 306,761 | $148.8M | Reduce -2.2% |
| LRCX Lam Research Corp. | 0.28% | 1,067,446 | $142.9M | Add +2.2% |
| GEV GE Vernova Inc. | 0.28% | 230,288 | $141.6M | Reduce -5.9% |
| BLK BlackRock Inc. | 0.27% | 117,578 | $137.1M | Reduce -1.1% |
| ADBE Adobe Inc. | 0.26% | 383,400 | $135.2M | Add +0.7% |
| ACN Accenture PLC Class A | 0.26% | 547,516 | $135.0M | Add +1.8% |
| SCHW Schwab (charles) Corp. | 0.26% | 1,394,190 | $133.1M | Add +10.9% |
| AMAT Applied Materials Inc. | 0.26% | 649,270 | $132.9M | Reduce -2.2% |
| TXN Texas Instruments Inc. | 0.26% | 720,618 | $132.4M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.26% | 293,064 | $131.1M | Reduce -2.7% |
| AMGN Amgen Inc. | 0.25% | 448,168 | $126.5M | Add +0.1% |
| COF Capital One Financial Corp. | 0.24% | 586,438 | $124.7M | Reduce -4.7% |
| NEE Nextera Energy Inc. | 0.24% | 1,648,667 | $124.5M | Reduce -0.4% |
| PGR Progressive Corp. | 0.24% | 501,395 | $123.8M | Add +2.4% |
| ANET Arista Networks Inc. | 0.24% | 835,613 | $121.8M | Reduce -0.6% |
| GILD Gilead Sciences Inc. | 0.24% | 1,094,150 | $121.5M | Reduce -2.6% |
| PFE Pfizer Inc. | 0.24% | 4,754,731 | $121.2M | Add +1.8% |
| BA The Boeing Co. | 0.24% | 560,108 | $120.9M | Reduce -0.3% |
| KLAC KLA Corp. | 0.23% | 110,295 | $119.0M | Reduce -1.2% |
| BSX Boston Scientific Corp. | 0.23% | 1,217,151 | $118.8M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.23% | 243,041 | $118.3M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 817,776 | $118.2M | Reduce -4.9% |
| LOW Lowe's Cos Inc. | 0.23% | 465,679 | $117.0M | Reduce -5.5% |
| APH Amphenol Corp. Class A | 0.22% | 930,258 | $115.1M | Add +3.8% |
| HON Honeywell International Inc. | 0.22% | 546,055 | $114.9M | Reduce -1.2% |
| INTC Intel Corp. | 0.22% | 3,404,689 | $114.2M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.22% | 296,389 | $110.9M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.21% | 456,642 | $107.9M | Reduce -3.8% |
| PANW Palo Alto Networks Inc. | 0.21% | 526,294 | $107.2M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.21% | 3,388,409 | $106.5M | Reduce -0.9% |
| MO Altria Group Inc. | 0.20% | 1,549,725 | $102.4M | Reduce -5.6% |
| MDT Medtronic PLC | 0.20% | 1,074,096 | $102.3M | Reduce -0.7% |
| COP Conocophillips | 0.20% | 1,067,016 | $100.9M | Reduce -1.3% |
| DHR Danaher Corp. | 0.19% | 497,961 | $98.7M | Reduce -1.4% |
| SYK Stryker Corp. | 0.19% | 261,873 | $96.8M | Reduce -1.4% |
| TMUS T-Mobile US Inc. | 0.19% | 401,420 | $96.1M | Reduce -0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 193,137 | $94.7M | Add +0.0% |
| BX Blackstone Inc. | 0.18% | 554,197 | $94.7M | Add +0.4% |
| ADI Analog Devices Inc. | 0.18% | 376,071 | $92.4M | Reduce -1.3% |
| DE Deere & Co. | 0.17% | 195,408 | $89.4M | Reduce -3.1% |
| LMT Lockheed Martin Corp. | 0.17% | 178,321 | $89.0M | Reduce -7.2% |
| ADP Automatic Data Processing | 0.17% | 298,394 | $87.6M | Reduce -1.1% |
| NEM Newmont Corp. | 0.17% | 1,038,415 | $87.5M | Reduce -1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 212,829 | $83.4M | Add +4.6% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -1.1% | 6.28% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 2.60% | −0.26 |
| NFLX Netflix Inc. | Reduce -2.0% | 0.83% | −0.19 |
| V Visa Inc. Class A | Reduce -2.5% | 0.92% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.65% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.98% | −0.10 |
| CRM Salesforce Inc. | Reduce -0.6% | 0.39% | −0.09 |
| PM Philip Morris International | Reduce -1.4% | 0.41% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -2.7% | 0.26% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.50% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.56% | −0.07 |
| HES Hess Corp. | Sold out | 0.00% | −0.07 |
| NOW ServiceNow Inc. | Reduce -1.0% | 0.31% | −0.07 |
| KO The Coca-Cola Co. | Reduce -1.8% | 0.39% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -1.2% | 0.26% | −0.06 |
| BKNG Booking Holdings Inc. | Reduce -2.8% | 0.31% | −0.06 |
| FISV Fiserv Inc. | Reduce -0.4% | 0.13% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 0.41% | −0.05 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 0.76% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 0.21% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.8% | 0.08% | −0.05 |
| HON Honeywell International Inc. | Reduce -1.2% | 0.22% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -1.2% | 0.43% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -0.7% | 0.23% | −0.04 |
| SPGI S&P Global Inc. | Reduce -1.3% | 0.23% | −0.04 |
| DE Deere & Co. | Reduce -3.1% | 0.17% | −0.04 |
| ELV Elevance Health Inc. | Reduce -2.6% | 0.12% | −0.04 |
| T AT&T Inc. | Reduce -0.9% | 0.35% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.2% | 0.79% | −0.04 |
| FTNT Fortinet Inc. | Reduce -2.3% | 0.10% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.40% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -4.9% | 0.45% | −0.03 |
| AMT American Tower Corp. | Reduce -0.8% | 0.14% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.6% | 0.10% | −0.03 |
| CTAS Cintas Corp. | Reduce -8.3% | 0.11% | −0.03 |
| SYK Stryker Corp. | Reduce -1.4% | 0.19% | −0.03 |
| COF Capital One Financial Corp. | Reduce -4.7% | 0.24% | −0.03 |
| CI The Cigna Group | Reduce -1.8% | 0.12% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -2.2% | 0.12% | −0.03 |
| WMT Walmart Inc. | Reduce -2.1% | 0.72% | −0.03 |
| LIN Linde PLC | Reduce -1.9% | 0.35% | −0.03 |
| CHTR Charter Communications Inc. Class A | Reduce -5.0% | 0.04% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -0.0% | 0.11% | −0.03 |
| CNC Centene Corp. | Reduce -15.2% | 0.03% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.7% | 0.15% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -1.7% | 0.12% | −0.02 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.17% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -2.6% | 0.24% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -0.0% | 0.14% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| APP AppLovin Corp. Class A | Add +4097.9% | 0.30% | +0.29 |
| HOOD Robinhood Markets Inc. Class A | New | 0.16% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +5.0% | 0.66% | +0.16 |
| CVX Chevron Corp. | Add +15.3% | 0.49% | +0.07 |
| MU Micron Technology Inc. | Add +1.1% | 0.31% | +0.07 |
| LRCX Lam Research Corp. | Add +2.2% | 0.28% | +0.07 |
| DDOG Datadog Inc. Class A | New | 0.06% | +0.06 |
| XYZ Block Inc. | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | Add +3.8% | 0.22% | +0.04 |
| AMD Advanced Micro Devices | Add +1.0% | 0.41% | +0.03 |
| TTD Trade Desk Inc./the Class A | New | 0.03% | +0.03 |
| NTNX Nutanix Inc. Class A | Add +1734.6% | 0.03% | +0.03 |
| WBD Warner Bros Discovery Inc. | Add +4.0% | 0.07% | +0.03 |
| WDC Western Digital Corp. | Add +2.8% | 0.06% | +0.03 |
| TLN Talen Energy Corp. | New | 0.03% | +0.03 |
| FTI Technipfmc PLC | Add +14930.5% | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +19.4% | 0.05% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +10.9% | 0.26% | +0.02 |
| TWLO Twilio Inc. Class A | Add +1565.5% | 0.02% | +0.02 |
| CMI Cummins Inc. | Add +2.1% | 0.09% | +0.02 |
| SPG Simon Property Group Inc. | Add +8.2% | 0.11% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +0.7% | 0.14% | +0.01 |
| DASH DoorDash Inc. Class A | Add +7.5% | 0.15% | +0.01 |
| SNPS Synopsys Inc. | Add +23.9% | 0.14% | +0.01 |
| PSKY Paramount Skydance Class B | New | 0.01% | +0.01 |
| WELL Welltower Inc. | Add +1.0% | 0.16% | +0.01 |
| KTOS Kratos Defense & Security | Add +59.4% | 0.02% | +0.01 |
| AEP American Electric Power | Add +12.3% | 0.10% | +0.01 |
| BX Blackstone Inc. | Add +0.4% | 0.18% | +0.01 |
| TRU Transunion | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +1.8% | 0.15% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +0.8% | 0.07% | +0.01 |
| MNST Monster Beverage Corp. | Add +15.6% | 0.08% | +0.01 |
| ELAN Elanco Animal Health Inc. | New | 0.01% | +0.01 |
| ECHO Echostar Corp. Class A | Add +2.7% | 0.02% | +0.01 |
| TER Teradyne Inc. | Add +0.3% | 0.03% | +0.01 |
| DELL Dell Technologies -C | Add +7.7% | 0.07% | +0.01 |
| HL Hecla Mining Co. | New | 0.01% | +0.01 |
| APTV Aptiv PLC | Add +9.5% | 0.04% | +0.01 |
| ADM Archer-Daniels-Midland Co. | Add +11.7% | 0.05% | +0.01 |
| MP MP Materials Corp. | Add +11.9% | 0.01% | +0.01 |
| ETR Entergy Corp. | Add +5.4% | 0.08% | +0.01 |
| SLB SLB Ltd. | Add +15.3% | 0.08% | +0.01 |
| CG The Carlyle Group Inc. | Add +111.1% | 0.01% | +0.01 |
| XEL Xcel Energy Inc. | Add +0.1% | 0.07% | +0.01 |
| BWXT BWX Technologies Inc. | Add +55.0% | 0.01% | +0.01 |
| RMBS Rambus Inc. | Add +11.8% | 0.01% | +0.01 |
| STRL Sterling Infrastructure Inc. | Add +19.9% | 0.01% | +0.01 |
| GRMN Garmin Ltd. | Add +0.3% | 0.06% | +0.01 |
| BWA Borgwarner Inc. | Add +8.6% | 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 |