Nisa Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Nisa Investment Advisors, LLC reported 3,005 stock positions worth $25.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.5% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Apple (AAPL, 4.2%). Compared with Q3 2024, it opened 137 new positions, sold out of 93, added to 1,224 and reduced 946. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale Meta Platforms Class A (META, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- ST. LOUIS, MO
- CIK
- 0000937615
- Portfolio Value
- $25.8B (Q4 2024)
- SEC Filing
- 0000937615-25-000002 ↗ filed Jan 17, 2025
Holdings Value
Holdings 3,005 stocks · $25.8B
| IVV iShares Core S&P 500 ETF | 22.54% | 9,874,739 | $5.8B | New |
| NVDA Nvidia Corp. | 4.62% | 8,862,521 | $1.2B | Add +9.5% |
| AAPL Apple Inc. | 4.23% | 4,355,447 | $1.1B | Add +0.5% |
| MSFT Microsoft Corp. | 3.90% | 2,387,367 | $1.0B | Add +5.8% |
| NISA CIT ULTRA MID TREASURY I SHARES A | 2.68% | 66,841,045 | $691.5M | New |
| GOOG Alphabet Inc. Class C | 1.88% | 2,539,691 | $483.7M | Add +24.9% |
| AMZN Amazon.com Inc. | 1.68% | 1,969,783 | $432.2M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.61% | 709,785 | $415.6M | Reduce -9.2% |
| GOOGL Alphabet Inc. Class A | 1.49% | 2,028,235 | $383.9M | Add +14.3% |
| NISA CIT LONG CREDIT I SHARES O | 1.43% | 32,250,396 | $369.3M | New |
| AVGO Broadcom Inc. | 1.29% | 1,435,803 | $332.9M | Add +15.9% |
| TSLA Tesla Inc. | 0.92% | 590,182 | $238.3M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.88% | 949,130 | $227.5M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.79% | 262,358 | $202.5M | Add +12.0% |
| BKNG Booking Holdings Inc. | 0.66% | 34,035 | $169.1M | Add +70.7% |
| V Visa Inc. Class A | 0.61% | 495,785 | $156.7M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 342,280 | $155.1M | Add +28.3% |
| MA Mastercard Inc. Class A | 0.59% | 289,833 | $152.6M | Add +2.2% |
| PEP Pepsico Inc. | 0.59% | 985,435 | $151.0M | Add +137.3% |
| WMT Walmart Inc. | 0.55% | 1,568,029 | $142.0M | Add +16.7% |
| HD Home Depot Inc. | 0.53% | 354,322 | $137.8M | Add +16.0% |
| CSCO Cisco Systems Inc. | 0.53% | 2,299,562 | $136.1M | Add +17.3% |
| COST Costco Wholesale Corp. | 0.52% | 147,298 | $135.0M | Add +13.0% |
| UNH Unitedhealth Group Inc. | 0.52% | 264,470 | $133.8M | Reduce -7.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 3,014,313 | $132.5M | Add +35.9% |
| NFLX Netflix Inc. | 0.50% | 143,740 | $128.1M | Reduce -2.4% |
| HON Honeywell International Inc. | 0.50% | 565,876 | $127.8M | Add +146.5% |
| XOM Exxon Mobil Corp. | 0.49% | 1,182,328 | $127.2M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.44% | 779,061 | $112.7M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.43% | 667,057 | $111.8M | Reduce -0.6% |
| INTU Intuit Inc. | 0.39% | 160,405 | $100.8M | Add +33.9% |
| ORCL Oracle Corp. | 0.39% | 596,647 | $99.4M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 164,515 | $96.7M | Add +1096666.7% |
| CMCSA Comcast Corp. Class A | 0.35% | 2,417,814 | $90.7M | Add +42.1% |
| ABBV Abbvie Inc. | 0.35% | 501,916 | $89.2M | Reduce -11.5% |
| CB Chubb Ltd. | 0.35% | 321,094 | $89.0M | Add +259.6% |
| MRK Merck & Co. Inc. | 0.34% | 861,944 | $86.4M | Add +6.4% |
| CME Cme Group Inc. | 0.33% | 357,299 | $85.1M | Add +218.3% |
| AMAT Applied Materials Inc. | 0.33% | 520,924 | $84.7M | Add +101.7% |
| VZ Verizon Communications Inc. | 0.31% | 1,976,474 | $79.0M | Reduce -35.0% |
| QCOM Qualcomm Inc. | 0.30% | 499,871 | $76.8M | Add +17.4% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 147,421 | $76.7M | Add +4.8% |
| LIN Linde PLC | 0.30% | 181,874 | $76.1M | Add +51.5% |
| AXP American Express Co. | 0.29% | 251,847 | $74.7M | Reduce -8.2% |
| MS Morgan Stanley | 0.29% | 590,347 | $74.2M | Add +8.3% |
| ELV Elevance Health Inc. | 0.29% | 199,438 | $73.6M | Add +143.3% |
| TXN Texas Instruments Inc. | 0.28% | 386,951 | $72.6M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 642,869 | $71.9M | Reduce -8.8% |
| RTX RTX Corp. | 0.28% | 619,174 | $71.7M | Add +57.8% |
| PM Philip Morris International | 0.28% | 592,267 | $71.3M | Add +11.2% |
| NOW ServiceNow Inc. | 0.27% | 65,840 | $69.8M | Add +4.6% |
| CRM Salesforce Inc. | 0.27% | 207,451 | $69.4M | Add +5.3% |
| NISA CIT INT CREDIT I SHARES O | 0.27% | 6,361,467 | $69.1M | New |
| KO The Coca-Cola Co. | 0.27% | 1,101,033 | $68.6M | Reduce -4.2% |
| CVX Chevron Corp. | 0.27% | 472,067 | $68.4M | Add +1.1% |
| ADBE Adobe Inc. | 0.26% | 149,801 | $66.6M | Reduce -0.0% |
| MCD McDonald's Corp. | 0.25% | 226,555 | $65.7M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.25% | 114,132 | $65.4M | Add +2.6% |
| WFC Wells Fargo & Co. | 0.25% | 905,758 | $63.6M | Add +5.1% |
| LMT Lockheed Martin Corp. | 0.25% | 130,787 | $63.6M | Add +45.6% |
| ABT Abbott Laboratories | 0.24% | 537,991 | $60.9M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.23% | 115,225 | $60.1M | Add +2.9% |
| CAT Caterpillar Inc. | 0.23% | 163,132 | $59.2M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.23% | 1,126,893 | $58.8M | No change |
| ADP Automatic Data Processing | 0.23% | 197,948 | $58.2M | Reduce -0.9% |
| DHR Danaher Corp. | 0.22% | 245,539 | $56.4M | Add +0.2% |
| TMUS T-Mobile US Inc. | 0.22% | 254,472 | $56.2M | Add +3.1% |
| FISV Fiserv Inc. | 0.22% | 272,741 | $56.0M | Add +1.6% |
| AMD Advanced Micro Devices | 0.22% | 459,281 | $55.5M | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.21% | 223,556 | $55.2M | Add +2.6% |
| MCK McKesson Corp. | 0.21% | 96,348 | $55.0M | Add +104.7% |
| PGR Progressive Corp. | 0.21% | 223,734 | $53.6M | Add +16.3% |
| UNP Union Pacific Corp. | 0.20% | 229,363 | $52.3M | Add +1.6% |
| ACN Accenture PLC Class A | 0.20% | 146,553 | $51.6M | Reduce -13.3% |
| PLD Prologis Inc. | 0.20% | 486,032 | $51.4M | Reduce -5.1% |
| SPG Simon Property Group Inc. | 0.19% | 289,127 | $49.8M | Add +33.1% |
| AON Aon PLC Class A | 0.19% | 135,683 | $48.7M | Add +146.3% |
| ORLY O'reilly Automotive Inc. | 0.19% | 40,569 | $48.1M | Add +69.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 218,699 | $48.1M | Add +13.1% |
| COP Conocophillips | 0.18% | 480,991 | $47.7M | Add +9.8% |
| TT Trane Technologies PLC | 0.18% | 128,762 | $47.6M | Add +45.8% |
| AMT American Tower Corp. | 0.18% | 252,511 | $46.7M | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 382,072 | $46.2M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.18% | 1,724,921 | $45.8M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 0.17% | 135,961 | $45.1M | Reduce -0.4% |
| SYK Stryker Corp. | 0.17% | 124,596 | $45.0M | Add +21.2% |
| MDT Medtronic PLC | 0.17% | 554,650 | $44.7M | Add +17.9% |
| AMGN Amgen Inc. | 0.17% | 170,668 | $44.5M | Add +0.5% |
| MSI Motorola Solutions Inc. | 0.17% | 95,507 | $44.3M | Add +13.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 769,800 | $44.2M | No change |
| GE General Electric filed as GE AEROSPACE | 0.17% | 261,880 | $43.8M | Add +0.9% |
| ADI Analog Devices Inc. | 0.17% | 204,897 | $43.5M | Add +0.8% |
| NKE Nike Inc. Class B | 0.17% | 567,291 | $43.2M | Reduce -0.9% |
| BLK BlackRock Inc. | 0.17% | 41,906 | $43.0M | Add +0.5% |
| CMI Cummins Inc. | 0.17% | 122,616 | $42.7M | Add +90.8% |
| ANET Arista Networks Inc. | 0.16% | 383,346 | $42.4M | Add +178.1% |
| MSEQX Msif Growth Portfolio-I | 0.16% | 753,400 | $42.2M | New |
| CDNS Cadence Design SYS Inc. | 0.16% | 139,288 | $41.9M | Add +132.1% |
| DE Deere & Co. | 0.16% | 97,840 | $41.6M | Reduce -0.0% |
| EQIX Equinix Inc. | 0.16% | 43,361 | $40.9M | Reduce -6.3% |
Lines left out (1) · $836 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| AGR Avangrid Inc. | Stock | 0 | $836 |
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: $25.8B.
Portfolio Sells Q3 2024 → Q4 2024
| META Meta Platforms Inc. Class A | Reduce -9.2% | 1.61% | −1.04 |
| VZ Verizon Communications Inc. | Reduce -35.0% | 0.31% | −0.50 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.52% | −0.47 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.49% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.88% | −0.32 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.44% | −0.32 |
| ABBV Abbvie Inc. | Reduce -11.5% | 0.35% | −0.32 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.43% | −0.25 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.27% | −0.23 |
| ADBE Adobe Inc. | Reduce -0.0% | 0.26% | −0.20 |
| TXN Texas Instruments Inc. | Reduce -0.3% | 0.28% | −0.19 |
| AMT American Tower Corp. | Reduce -5.5% | 0.18% | −0.19 |
| PLD Prologis Inc. | Reduce -5.1% | 0.20% | −0.18 |
| KLAC KLA Corp. | Reduce -32.1% | 0.10% | −0.17 |
| MCD McDonald's Corp. | Reduce -2.4% | 0.25% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Reduce -76.5% | 0.03% | −0.16 |
| ACN Accenture PLC Class A | Reduce -13.3% | 0.20% | −0.15 |
| CAT Caterpillar Inc. | Reduce -1.2% | 0.23% | −0.15 |
| AXP American Express Co. | Reduce -8.2% | 0.29% | −0.15 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.14 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -54.3% | 0.05% | −0.14 |
| ICE Intercontinental Exchange Inc. | Reduce -15.7% | 0.14% | −0.14 |
| NKE Nike Inc. Class B | Reduce -0.9% | 0.17% | −0.13 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.24% | −0.13 |
| DIS The Walt Disney Co. | Reduce -8.8% | 0.28% | −0.12 |
| NFLX Netflix Inc. | Reduce -2.4% | 0.50% | −0.12 |
| PFE Pfizer Inc. | Reduce -1.0% | 0.18% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.8% | 0.12% | −0.11 |
| INTC Intel Corp. | Reduce -1.3% | 0.13% | −0.11 |
| SBUX Starbucks Corp. | Reduce -5.7% | 0.14% | −0.10 |
| ADP Automatic Data Processing | Reduce -0.9% | 0.23% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -9.6% | 0.14% | −0.10 |
| PSA Public Storage | Reduce -4.9% | 0.10% | −0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.8% | 0.11% | −0.10 |
| HCA HCA Healthcare Inc. | Reduce -8.2% | 0.08% | −0.10 |
| LULU Lululemon Athletica Inc. | Reduce -95.7% | 0.00% | −0.10 |
| CTAS Cintas Corp. | Reduce -1.6% | 0.12% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -0.4% | 0.17% | −0.09 |
| ZTS Zoetis Inc. | Reduce -1.8% | 0.10% | −0.09 |
| WELL Welltower Inc. | Reduce -4.0% | 0.15% | −0.09 |
| MU Micron Technology Inc. | Reduce -0.7% | 0.10% | −0.09 |
| TJX TJX Companies Inc. | Reduce -0.4% | 0.18% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -21.3% | 0.10% | −0.09 |
| EQIX Equinix Inc. | Reduce -6.3% | 0.16% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -6.0% | 0.09% | −0.08 |
| DHI D.R. Horton Inc. | Reduce -12.2% | 0.06% | −0.08 |
| DE Deere & Co. | Reduce -0.0% | 0.16% | −0.08 |
| O Realty Income Corp. | Reduce -9.9% | 0.08% | −0.08 |
| MCO Moody's Corp. | Reduce -5.4% | 0.12% | −0.08 |
| T AT&T Inc. | Reduce -4.3% | 0.14% | −0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | New | 22.54% | +22.54 |
| NISA CIT ULTRA MID TREASURY I SHARES A | New | 2.68% | +2.68 |
| NISA CIT LONG CREDIT I SHARES O | New | 1.43% | +1.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1096666.7% | 0.38% | +0.38 |
| NISA CIT INT CREDIT I SHARES O | New | 0.27% | +0.27 |
| HON Honeywell International Inc. | Add +146.5% | 0.50% | +0.21 |
| CB Chubb Ltd. | Add +259.6% | 0.35% | +0.19 |
| CME Cme Group Inc. | Add +218.3% | 0.33% | +0.18 |
| PEP Pepsico Inc. | Add +137.3% | 0.59% | +0.17 |
| MSEQX Msif Growth Portfolio-I | New | 0.16% | +0.16 |
| BKNG Booking Holdings Inc. | Add +70.7% | 0.66% | +0.16 |
| TEAM Atlassian Corp. Class A | Add +3951.2% | 0.14% | +0.14 |
| LRCX Lam Research Corp. | New | 0.12% | +0.12 |
| MSFAX Msif Global Franchise-I | New | 0.11% | +0.11 |
| GEV GE Vernova Inc. | Add +200.1% | 0.16% | +0.10 |
| ETR Entergy Corp. | Add +899.6% | 0.11% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +603.9% | 0.12% | +0.09 |
| GLW Corning Inc. | Add +223.7% | 0.16% | +0.09 |
| ANET Arista Networks Inc. | Add +178.1% | 0.16% | +0.09 |
| MGGIX Msif Global Opportunity-I | New | 0.08% | +0.08 |
| AON Aon PLC Class A | Add +146.3% | 0.19% | +0.08 |
| MCK McKesson Corp. | Add +104.7% | 0.21% | +0.08 |
| JXN Jackson Financial Inc. Class A | Add +6642.6% | 0.08% | +0.07 |
| MPEGX Msift Discovery Port-I | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +66.3% | 0.12% | +0.07 |
| CDNS Cadence Design SYS Inc. | Add +132.1% | 0.16% | +0.07 |
| BIIB Biogen Inc. | Add +300.2% | 0.12% | +0.06 |
| GEO The Geo Group Inc. | Add +91.9% | 0.09% | +0.06 |
| PEG Public Service Enterprise GP | Add +281.4% | 0.09% | +0.05 |
| AEP American Electric Power | Add +311.8% | 0.09% | +0.05 |
| ASHR Xtrackers Harvest Csi 300 CH | New | 0.05% | +0.05 |
| AET-INS | New | 0.05% | +0.05 |
| CMI Cummins Inc. | Add +90.8% | 0.17% | +0.04 |
| TSLA Tesla Inc. | Add +3.3% | 0.92% | +0.04 |
| SUM Summit Materials Inc. Class A | Add +2256.6% | 0.04% | +0.04 |
| ELV Elevance Health Inc. | Add +143.3% | 0.29% | +0.03 |
| PDBC Invesco Optimum Yield Divers | New | 0.03% | +0.03 |
| ALL Allstate Corp. | Add +96.4% | 0.13% | +0.03 |
| WTW Willis Towers Watson PLC | Add +351.2% | 0.04% | +0.03 |
| AVGO Broadcom Inc. | Add +15.9% | 1.29% | +0.03 |
| ROP Roper Technologies Inc. | Add +99.3% | 0.14% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +69.5% | 0.19% | +0.02 |
| MSIQX Msif-International Eqty-I | New | 0.02% | +0.02 |
| MGEMX Msif Emerging Markets-I | New | 0.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| CXW Corecivic Inc. | Add +13071.0% | 0.02% | +0.02 |
| MSTR Strategy Inc. | Add +450.1% | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | Add +101.7% | 0.33% | +0.02 |
| CHX Championx Corp. | Add +899.3% | 0.02% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
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 | 3,093 | $32.0B | IVV, NVDA, AAPL, MSFT, GOOGL |
| Q1 2026 | 3,038 | $27.0B | IVV, NVDA, AAPL, MSFT, GOOGL |
| Q4 2025 | 2,958 | $30.3B | IVV, NVDA, AAPL, MSFT, GOOGL |
| Q3 2025 | 2,979 | $25.9B | IVV, NVDA, MSFT, AAPL, META |
| Q2 2025 | 3,040 | $22.2B | IVV, NVDA, MSFT, AAPL, META |
| Q1 2025 | 2,979 | $20.0B | IVV, AAPL, MSFT, NVDA, AMZN |
| Q4 2024 | 3,005 | $25.8B | IVV, NVDA, AAPL, MSFT, NISA CIT ULTRA MID TREASURY I SHARES A |
| Q3 2024 | 2,958 | $16.9B | AAPL, NVDA, MSFT, META, AMZN |
| Q2 2024 | 2,935 | $15.9B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2024 | 2,797 | $15.4B | MSFT, AAPL, NVDA, AMZN, GOOG |