State Farm Mutual Automobile Insurance Co.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), State Farm Mutual Automobile Insurance Co. reported 108 stock positions worth $115.2 billion. Its top holding was Eli Lilly (LLY) at 9.7% of the portfolio, followed by Caterpillar (CAT, 6.0%) and Apple (AAPL, 5.2%). Compared with Q2 2024, it opened 1 new position, sold out of 17, added to 2 and reduced 11. The biggest buy was a new position in Noble (NE) and the biggest sale Nucor (NUE, shares −1%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IL
CIK
0000315032
Portfolio Value
$115.2B (Q3 2024)
SEC Filing
0000315032-24-000261 ↗ filed Nov 12, 2024

Holdings Value

0$50.0B$100.0B$150.0B Q1 2024: $111.1B Q1 2024 Q2 2024: $110.8B Q2 2024 Q3 2024: $115.2B $115.2B Q3 2024 Q4 2024: $109.8B Q4 2024 Q1 2025: $108.9B Q1 2025 Q2 2025: $113.1B Q2 2025 Q3 2025: $119.9B Q3 2025 Q4 2025: $127.3B Q4 2025 Q1 2026: $126.9B Q1 2026 Q2 2026: $146.1B Q2 2026

Holdings 108 stocks · $115.2B
LLY Eli Lilly & Co. 9.73% 12,646,138 $11.2B No change
CAT Caterpillar Inc. 6.02% 17,734,370 $6.9B No change
AAPL Apple Inc. 5.19% 25,661,032 $6.0B No change
ITW Illinois Tool Works 4.78% 21,029,900 $5.5B No change
JNJ Johnson & Johnson 4.46% 31,675,492 $5.1B No change
MSFT Microsoft Corp. 4.06% 10,868,911 $4.7B No change
NUE Nucor Corp. 3.21% 24,561,799 $3.7B Reduce -0.5%
APD Air Products & Chemicals Inc. 3.18% 12,301,990 $3.7B No change
XOM Exxon Mobil Corp. 3.11% 30,520,300 $3.6B No change
WMT Walmart Inc. 2.75% 39,249,150 $3.2B No change
ZTS Zoetis Inc. 2.72% 16,037,603 $3.1B Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.51% 30,112,949 $2.9B Reduce -2.1%
ADM Archer-Daniels-Midland Co. 2.43% 46,796,552 $2.8B No change
PG The Procter & Gamble Co. 2.38% 15,800,799 $2.7B No change
WFC Wells Fargo & Co. 2.14% 43,566,509 $2.5B Reduce -1.8%
VMC Vulcan Materials Co. 2.10% 9,666,685 $2.4B No change
ASML ASML Holding NV-NY Reg SHS 2.00% 2,758,173 $2.3B No change
CVX Chevron Corp. 1.70% 13,334,215 $2.0B No change
INTU Intuit Inc. 1.65% 3,058,534 $1.9B No change
GOOGL Alphabet Inc. Class A 1.55% 10,777,820 $1.8B No change
PFE Pfizer Inc. 1.37% 54,508,560 $1.6B No change
MRK Merck & Co. Inc. 1.36% 13,794,969 $1.6B No change
ABT Abbott Laboratories 1.34% 13,587,118 $1.5B No change
MKC McCormick & Co.-Non VTG SHRS 1.19% 16,715,600 $1.4B No change
KO The Coca-Cola Co. 1.14% 18,227,000 $1.3B No change
DE Deere & Co. 1.07% 2,951,534 $1.2B No change
ABBV Abbvie Inc. 1.03% 5,987,843 $1.2B Reduce -0.1%
MMM 3M Co. 0.97% 8,178,500 $1.1B Reduce -1.2%
META Meta Platforms Inc. Class A 0.96% 1,923,525 $1.1B No change
KLAC KLA Corp. 0.95% 1,420,145 $1.1B No change
ADP Automatic Data Processing 0.90% 3,741,745 $1.0B No change
ADT Adt Inc. 0.84% 133,333,333 $964.0M No change
TXN Texas Instruments Inc. 0.79% 4,402,785 $909.5M No change
AMGN Amgen Inc. 0.76% 2,715,656 $875.0M No change
RIO Rio Tinto PLC-Spon ADR 0.68% 10,931,820 $778.0M No change
ATR Aptargroup Inc. 0.66% 4,744,564 $760.0M No change
GE General Electric filed as GE AEROSPACE 0.65% 3,987,464 $752.0M No change
GATX Gatx Corp. 0.65% 5,661,288 $749.8M No change
UNP Union Pacific Corp. 0.65% 3,018,016 $743.9M No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.64% 4,122,590 $734.3M No change
NVO Novo-Nordisk A/S-Spons ADR 0.63% 6,142,778 $731.4M No change
PEP Pepsico Inc. 0.61% 4,160,441 $707.5M No change
CL Colgate-Palmolive Co. 0.61% 6,730,570 $698.7M No change
DCI Donaldson Co. Inc. 0.59% 9,286,852 $684.4M Reduce -1.5%
RNR Renaissancere Holdings Ltd. 0.57% 2,399,303 $653.6M No change
EMR Emerson Electric Co. 0.55% 5,838,867 $638.6M No change
GLW Corning Inc. 0.55% 14,031,382 $633.5M Reduce -3.4%
INTC Intel Corp. 0.54% 26,736,304 $627.2M No change
A Agilent Technologies Inc. 0.49% 3,825,278 $568.0M No change
ANET Arista Networks Inc. 0.47% 1,404,807 $539.2M No change
T AT&T Inc. 0.46% 24,147,315 $531.2M Reduce -0.1%
HGTY Hagerty Inc. Class A 0.46% 51,800,000 $526.8M Add +3.6%
CTVA Corteva Inc. 0.39% 7,634,624 $448.8M No change
UL Unilever PLC 0.39% 6,887,758 $447.4M No change
VZ Verizon Communications Inc. 0.38% 9,710,284 $436.1M No change
AMZN Amazon.com Inc. 0.36% 2,246,620 $418.6M No change
DUK Duke Energy Corp. 0.36% 3,569,308 $411.5M No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.35% 3,821,419 $401.0M No change
NTRS Northern Trust Corp. 0.34% 4,409,919 $397.0M No change
GOOG Alphabet Inc. Class C 0.30% 2,099,766 $351.1M No change
MDT Medtronic PLC 0.28% 3,622,141 $326.1M No change
V Visa Inc. Class A 0.28% 1,158,711 $318.6M No change
USB US Bancorp 0.27% 6,719,795 $307.3M No change
SYY Sysco Corp. 0.23% 3,443,431 $268.8M No change
DOW Dow Inc. 0.23% 4,816,352 $263.1M No change
HP Helmerich & Payne 0.22% 8,257,200 $251.2M No change
BAX Baxter International Inc. 0.21% 6,225,060 $236.4M No change
CTRA Coterra Energy Inc. 0.20% 9,706,118 $232.5M No change
ADBE Adobe Inc. 0.17% 377,702 $195.6M No change
K Kellanova 0.17% 2,416,261 $195.0M No change
ECL Ecolab Inc. 0.17% 745,584 $190.4M No change
HNI Hni Corp. 0.15% 3,259,255 $175.5M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.15% 168,458 $175.0M No change
SOLV Solventum Corp. 0.13% 2,069,279 $144.3M No change
VCIT Vanguard Int-Term Corporate 0.12% 1,612,000 $135.0M No change
CTAS Cintas Corp. 0.11% 614,048 $126.4M No change
GEHC GE Healthcare Technology 0.11% 1,329,153 $124.7M No change
BDX Becton Dickinson and Co. 0.11% 508,249 $122.5M No change
SHEL Shell PLC-ADR 0.11% 1,858,028 $122.5M No change
WST West Pharmaceutical Services 0.10% 388,239 $116.5M No change
FAST Fastenal Co. 0.09% 1,413,894 $101.0M No change
ENB Enbridge Inc. 0.07% 2,128,637 $86.4M No change
BHP BHP Group Ltd.-Spon ADR 0.07% 1,348,932 $83.8M No change
IEX Idex Corp. 0.06% 335,939 $72.1M No change
MTD Mettler-Toledo International 0.05% 41,482 $62.2M No change
PPG PPG Industries Inc. 0.05% 458,725 $60.8M No change
APH Amphenol Corp. Class A 0.05% 837,852 $54.6M No change
NDSN Nordson Corp. 0.04% 186,321 $48.9M No change
GGG Graco Inc. 0.04% 535,086 $46.8M No change
WAT Waters Corp. 0.04% 121,095 $43.6M No change
ISRG Intuitive Surgical Inc. 0.04% 85,617 $42.1M No change
LRCX Lam Research Corp. 0.03% 45,536 $37.2M No change
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 680,000 $36.5M No change
SSD Simpson Manufacturing Co. Inc. 0.03% 181,873 $34.8M No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 325,500 $25.9M No change
TECH Bio-Techne Corp. 0.02% 321,384 $25.7M No change
VETZ Academy Veteran Bond ETF-Usd 0.01% 771,000 $15.9M Add +48.3%
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 295,500 $15.6M No change
EXAS Exact Sciences Corp. 0.01% 170,500 $11.6M No change
AMD Advanced Micro Devices 0.01% 66,102 $10.8M Reduce -33.5%
NE Noble Corp. PLC 0.01% 296,017 $10.7M New
ILMN Illumina Inc. 0.01% 77,782 $10.1M No change
GWRE Guidewire Software Inc. 0.01% 49,900 $9.1M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.01% 214,532 $9.0M No change
WDS Woodside Energy Group-ADR 0.01% 487,503 $8.4M No change
VAL Valaris Ltd. 0.00% 73,699 $4.1M Reduce -33.3%
OGN Organon & Co. 0.00% 117,000 $2.2M No change
AMAT Applied Materials Inc. 0.00% 6,000 $1.2M No change

Portfolio Sells Q2 2024 → Q3 2024
NUE Nucor Corp. Reduce -0.5% 3.21% −0.32
DIS The Walt Disney Co. Reduce -2.1% 2.51% −0.24
WFC Wells Fargo & Co. Reduce -1.8% 2.14% −0.24
DO Diamond Offshore Drilling Inc. Sold out 0.00% −0.03
CPB The Campbell's Company Sold out 0.00% −0.02
DCI Donaldson Co. Inc. Reduce -1.5% 0.59% −0.01
AMD Advanced Micro Devices Reduce -33.5% 0.01% −0.01
VAL Valaris Ltd. Reduce -33.3% 0.00% −0.00
FIP Ftai Infrastructure Inc. Sold out 0.00% −0.00
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.00
IRM Iron Mountain Inc. Sold out 0.00% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.00
RITM Rithm Capital Corp. Sold out 0.00% −0.00
PM Philip Morris International Sold out 0.00% −0.00
SPYD SS SPDR P S&P 500 Hi Div ETF Sold out 0.00% −0.00
ORI Old Republic Intl Corp. Sold out 0.00% −0.00
EPD Enterprise Products Partners Sold out 0.00% −0.00
IBM Intl Business Machines Corp. Sold out 0.00% −0.00
WEAV Weave Communications Inc. Sold out 0.00% −0.00
MO Altria Group Inc. Sold out 0.00% −0.00
FSK FS KKR Capital Corp. Sold out 0.00% −0.00
GRAL Grail Inc. Sold out 0.00% 0.00
WBD Warner Bros Discovery Inc. Sold out 0.00% 0.00
GLW Corning Inc. Reduce -3.4% 0.55% +0.04
T AT&T Inc. Reduce -0.1% 0.46% +0.04
ABBV Abbvie Inc. Reduce -0.1% 1.03% +0.10
ZTS Zoetis Inc. Reduce -0.7% 2.72% +0.19
MMM 3M Co. Reduce -1.2% 0.97% +0.21

Portfolio Buys Q2 2024 → Q3 2024
NE Noble Corp. PLC New 0.01% +0.01
VETZ Academy Veteran Bond ETF-Usd Add +48.3% 0.01% +0.00
HGTY Hagerty Inc. Class A Add +3.6% 0.46% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$146.1BCAT, LLY, JNJ, AAPL, ITW
Q1 2026 113$126.9BCAT, LLY, JNJ, AAPL, ITW
Q4 2025 115$127.3BLLY, CAT, JNJ, AAPL, ITW
Q3 2025 115$119.9BLLY, CAT, AAPL, JNJ, ITW
Q2 2025 120$113.1BLLY, CAT, MSFT, ITW, AAPL
Q1 2025 122$108.9BLLY, CAT, AAPL, JNJ, ITW
Q4 2024 122$109.8BLLY, CAT, AAPL, ITW, MSFT
Q3 2024 108$115.2BLLY, CAT, AAPL, ITW, JNJ
Q2 2024 124$110.8BLLY, CAT, AAPL, ITW, MSFT
Q1 2024 123$111.1BLLY, CAT, ITW, JNJ, NUE