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NORTHERN TRUST CORP

Q1 2026 · Filed 2026-05-14
Market Value
$753.1B
-3.5%
Holdings
4,278
-3
New Purchases
117
Added To
2,589
Closed
133
Reduced
1,170
Top 10 Concentration
28.4%
Turnover
5.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XOM 0.96% 0.66% +0.30% $7.3B
GUNR 0.56% 0.39% +0.18% $4.2B
JNJ 0.95% 0.78% +0.18% $7.2B
CVX 0.56% 0.41% +0.15% $4.2B
COST 0.65% 0.54% +0.11% $4.9B
CAT 0.53% 0.43% +0.10% $4.0B
AMAT 0.40% 0.30% +0.10% $3.0B
WMT 0.69% 0.60% +0.09% $5.2B
GEV 0.32% 0.24% +0.09% $2.4B
LRCX 0.40% 0.32% +0.09% $3.0B
COP 0.22% 0.14% +0.08% $1.7B
MU 0.47% 0.39% +0.08% $3.5B
SNDK 0.10% 0.03% +0.07% $784M
MRK 0.43% 0.37% +0.07% $3.3B
VZ 0.30% 0.23% +0.06% $2.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.92% 4.94% -1.03% $29.5B
AAPL 5.37% 5.60% -0.23% $40.4B
TSLA 1.27% 1.49% -0.22% $9.5B
NVDA 5.85% 6.07% -0.21% $44.1B
META 1.67% 1.87% -0.20% $12.6B
AMZN 2.63% 2.80% -0.17% $19.8B
AVGO 1.96% 2.12% -0.16% $14.7B
LLY 1.08% 1.22% -0.14% $8.1B
GOOGL 2.48% 2.61% -0.13% $18.7B
GOOG 1.99% 2.11% -0.11% $15.0B
ORCL 0.37% 0.47% -0.11% $2.8B
CRM 0.25% 0.36% -0.10% $1.9B
INTU 0.19% 0.29% -0.10% $1.4B
V 0.71% 0.80% -0.09% $5.3B
JPM 1.22% 1.31% -0.09% $9.2B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $392.9B 52.2%
Large Cap 1,034 $298.8B 39.7%
Mid Cap 1,131 $48.4B 6.4%
Small Cap 1,191 $11.8B 1.6%
Micro Cap 841 $1.2B 0.2%

Portfolio Analytics

Avg Market Cap
$26.6B
Median Market Cap
$2.3B
Avg P/E
31.8
Median P/E
19.2
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,820
# ETFs / Funds
458

Top Holdings (4,278 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.85% 252,741,836 $44.1B $174.40 -$3.3B -1,047,967 -0.4%
2 AAPL 5.37% 159,265,625 $40.4B $253.79 -$3.3B -1,404,826 -0.9%
3 MSFT 3.92% 79,696,955 $29.5B $370.17 -$9.1B -82,975 -0.1%
4 AMZN 2.63% 95,126,682 $19.8B $208.27 -$2.1B +381,198 +0.4%
5 GOOGL 2.48% 64,991,458 $18.7B $287.56 -$1.7B -149,423 -0.2%
6 GOOG 1.99% 52,345,296 $15.0B $286.86 -$1.4B -39,341 -0.1%
7 AVGO 1.96% 47,625,547 $14.7B $309.51 -$1.8B -118,467 -0.2%
8 META 1.67% 21,979,768 $12.6B $572.13 -$2.0B -153,488 -0.7%
9 TSLA 1.27% 25,659,609 $9.5B $371.75 -$2.1B -145,045 -0.6%
10 JPM 1.22% 31,221,042 $9.2B $294.16 -$1.0B -451,720 -1.4%
11 SPY 1.20% 13,839,818 $9.0B $650.34 -$408M +41,889 +0.3%
12 LLY 1.08% 8,827,564 $8.1B $919.77 -$1.4B -7,943 -0.1%
13 BRK-B 0.99% 15,487,316 $7.4B $479.20 -$384M -41,012 -0.3%
14 XOM 0.96% 42,776,808 $7.3B $169.66 $2.1B -238,098 -0.6%
15 JNJ 0.95% 29,319,669 $7.2B $244.44 $1.1B +38,236 +0.1%
16 IVV 0.80% 9,280,154 $6.1B $653.21 -$269M +37,864 +0.4%
17 V 0.71% 17,650,961 $5.3B $302.24 -$921M -187,014 -1.1%
18 WMT 0.69% 41,765,304 $5.2B $124.28 $542M +39,072 +0.1%
19 COST 0.65% 4,928,107 $4.9B $996.43 $673M +14,386 +0.3%
20 ABBV 0.61% 21,211,382 $4.6B $217.49 -$353M -522,541 -2.4%
21 MA 0.58% 8,688,907 $4.3B $499.66 -$651M -55,754 -0.6%
22 GUNR 0.56% 76,877,898 $4.2B $55.16 $1.2B +10,865,527 +16.5%
23 CVX 0.56% 20,277,273 $4.2B $206.90 $1.0B -514,066 -2.5%
24 NFLX 0.54% 42,640,707 $4.1B $96.15 $26M -804,519 -1.9%
25 CAT 0.53% 5,678,795 $4.0B $708.46 $671M -172,481 -3.0%
26 PG 0.52% 27,110,576 $3.9B $144.44 -$48M -547,169 -2.0%
27 HD 0.50% 11,339,555 $3.7B $328.89 -$215M -123,036 -1.1%
28 CSCO 0.49% 47,361,518 $3.7B $77.59 $32M +68,952 +0.1%
29 MU 0.47% 10,399,487 $3.5B $337.84 $473M -254,862 -2.4%
30 VEA 0.46% 53,670,869 $3.4B $64.08 $194M +1,720,572 +3.3%
31 AMD 0.44% 16,427,217 $3.3B $203.43 -$216M -183,823 -1.1%
32 MRK 0.43% 27,090,023 $3.3B $120.29 $392M -144,619 -0.5%
33 VTI 0.41% 9,715,051 $3.1B $320.81 -$140M +2,129 +0.0%
34 BAC 0.41% 63,136,722 $3.1B $48.75 -$472M -1,398,438 -2.2%
35 KO 0.41% 40,244,508 $3.1B $76.05 $230M -237,765 -0.6%
36 PLTR 0.41% 20,901,773 $3.1B $146.28 -$633M +139,173 +0.7%
37 LRCX 0.40% 14,189,351 $3.0B $213.66 $560M -247,129 -1.7%
38 AMAT 0.40% 8,788,352 $3.0B $341.79 $691M -209,575 -2.3%
39 ITW 0.39% 11,201,579 $2.9B $260.29 $112M -181,562 -1.6%
40 GE 0.39% 10,265,761 $2.9B $283.77 -$200M +160,193 +1.6%
41 ORCL 0.37% 18,807,683 $2.8B $147.11 -$936M -191,849 -1.0%
42 VWO 0.36% 50,333,913 $2.7B $54.05 $178M +3,044,849 +6.4%
43 GS 0.35% 3,156,087 $2.7B $845.99 -$121M -19,458 -0.6%
44 MCD 0.34% 8,222,023 $2.6B $310.79 $32M -34,315 -0.4%
45 IBM 0.33% 10,304,788 $2.5B $242.39 -$503M +172,612 +1.7%
46 WFC 0.33% 31,251,400 $2.5B $79.61 -$482M -619,298 -1.9%
47 GEV 0.32% 2,787,345 $2.4B $872.90 $590M -32,104 -1.1%
48 PM 0.32% 14,437,223 $2.4B $165.34 $69M -12,119 -0.1%
49 UNH 0.32% 8,779,907 $2.4B $270.59 -$545M -67,003 -0.8%
50 IGF 0.31% 35,024,708 $2.3B $67.00 $217M +310,454 +0.9%
51 RTX 0.31% 12,123,723 $2.3B $192.90 $105M -54,889 -0.5%
52 IWF 0.31% 5,474,587 $2.3B $426.40 -$297M -85,830 -1.5%
53 KLAC 0.31% 1,571,945 $2.3B $1,472.41 $368M -30,426 -1.9%
54 PEP 0.31% 14,853,134 $2.3B $155.29 $156M -127,659 -0.8%
55 VZ 0.30% 44,326,558 $2.2B $50.20 $418M -43,154 -0.1%
56 LIN 0.29% 4,471,719 $2.2B $495.76 $311M +2,544 +0.1%
57 TSM 0.29% 6,509,047 $2.2B $337.95 $188M -111,108 -1.7%
58 AMGN 0.29% 6,217,838 $2.2B $351.85 $164M +36,180 +0.6%
59 TJX 0.29% 13,633,062 $2.2B $159.70 $107M +158,114 +1.2%
60 C 0.28% 18,871,558 $2.1B $113.41 -$100M -329,671 -1.7%
61 EFA 0.28% 22,026,841 $2.1B $97.13 $94M +723,254 +3.4%
62 TDTT 0.28% 88,184,475 $2.1B $24.24 $8M -316,062 -0.4%
63 NFRA 0.28% 33,287,053 $2.1B $63.95 -$30M -2,380,622 -6.7%
64 MS 0.28% 12,818,061 $2.1B $164.57 -$165M +3,948 +0.0%
65 AGG 0.27% 20,758,453 $2.1B $99.27 -$7M +52,528 +0.2%
66 NEE 0.27% 22,176,123 $2.1B $92.88 $287M +95,591 +0.4%
67 T 0.26% 68,723,236 $2.0B $28.99 $277M -342,156 -0.5%
68 ABT 0.26% 19,394,974 $2.0B $102.67 -$487M -381,677 -1.9%
69 INTC 0.26% 44,887,372 $2.0B $44.13 $357M +877,628 +2.0%
70 GILD 0.26% 13,820,379 $1.9B $139.37 $201M -237,577 -1.7%
71 DIS 0.26% 19,952,805 $1.9B $96.38 -$375M -249,197 -1.2%
72 CRM 0.25% 10,242,400 $1.9B $186.67 -$870M -259,227 -2.5%
73 AXP 0.25% 6,292,668 $1.9B $302.48 -$450M -67,876 -1.1%
74 TXN 0.25% 9,521,566 $1.8B $194.14 $168M -165,732 -1.7%
75 WELL 0.24% 8,999,817 $1.8B $197.71 $111M +13,505 +0.1%
76 PFE 0.23% 62,026,552 $1.7B $28.08 $167M -1,224,037 -1.9%
77 PLD 0.23% 12,944,980 $1.7B $132.18 $32M -203,938 -1.6%
78 APH 0.23% 13,469,540 $1.7B $126.35 -$124M -40,726 -0.3%
79 TMO 0.22% 3,415,610 $1.7B $491.53 -$320M -33,713 -1.0%
80 ADI 0.22% 5,257,988 $1.7B $318.14 $257M +38,034 +0.7%
81 COP 0.22% 12,560,577 $1.7B $132.00 $544M +656,963 +5.5%
82 UNP 0.22% 6,676,592 $1.6B $242.62 $52M -101,226 -1.5%
83 ISRG 0.21% 3,504,272 $1.6B $460.99 -$382M -22,278 -0.6%
84 IJH 0.21% 23,838,148 $1.6B $67.53 $61M +371,982 +1.6%
85 ETN 0.21% 4,380,146 $1.6B $357.67 $146M -79,615 -1.8%
86 SCHW 0.20% 16,360,776 $1.5B $93.98 -$121M -235,824 -1.4%
87 DE 0.20% 2,708,753 $1.5B $563.30 $242M -48,840 -1.8%
88 QCOM 0.20% 11,790,442 $1.5B $128.78 -$548M -288,493 -2.4%
89 BKNG 0.20% 357,433 $1.5B $4,210.32 -$414M -968 -0.3%
90 BMY 0.20% 24,758,771 $1.5B $60.65 $175M +163,677 +0.7%
91 BLK 0.20% 1,531,523 $1.5B $961.71 -$152M +13,400 +0.9%
92 EQIX 0.20% 1,500,559 $1.5B $980.24 $321M +53
93 ACN 0.19% 7,380,278 $1.5B $198.29 -$518M -3,104 -0.0%
94 LOW 0.19% 6,144,504 $1.5B $236.28 -$131M -418,226 -6.4%
95 INTU 0.19% 3,335,324 $1.4B $432.38 -$813M -68,426 -2.0%
96 NEM 0.19% 12,913,822 $1.4B $108.25 $92M -166,501 -1.3%
97 PANW 0.18% 8,680,485 $1.4B $160.32 $6M +1,159,438 +15.4%
98 TILT 0.18% 5,711,879 $1.4B $241.37 $4M +182,739 +3.3%
99 DHR 0.18% 7,080,901 $1.3B $189.60 -$318M -174,017 -2.4%
100 UBER 0.18% 18,635,245 $1.3B $71.93 -$201M -231,708 -1.2%

New Positions

SymbolValue% Port
AZN $459M 0.06%
PIPR $58M 0.01%
VSNTV $36M —%
INDV $35M —%
DFTX $15M —%
RPG $10M —%
IREN $10M —%
MUNB $9M —%
SUNB $8M —%
FPS $5M —%
XXI $5M —%
ASST $4M —%
CDNL $4M —%
ESGG $3M —%
YSS $3M —%

Sold Out Positions

SymbolValue% Port
AGRO —%
BMA —%
MAIN —%
KEN —%
BBUC —%
SMWB —%
FSK —%
CAAP —%
PCN —%
CION —%
PML —%
PNFP —%
CGBD —%
CCAP —%
ARBE —%
View SEC EDGAR Filings for NORTHERN TRUST CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms