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Northern Trust

NORTHERN TRUST CORP

50 S LASALLE ST, CHICAGO, IL 60603 • 3126306000

Q2 2025 · Filed 2025-08-13
Market Value
$727.2B
+8.0%
Holdings
7,399
+117
New Purchases
117
Added To
1,481
Closed
3,000
Reduced
2,493
Top 10 Concentration
28.4%
Turnover
42.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.67% 4.23% +1.44% $41.3B
MSFT 5.58% 4.60% +0.98% $40.6B
AVGO 1.85% 1.20% +0.65% $13.5B
META 2.30% 1.97% +0.33% $16.7B
NFLX 0.82% 0.63% +0.19% $6.0B
ORCL 0.59% 0.41% +0.18% $4.3B
AMZN 2.91% 2.75% +0.16% $21.2B
PLTR 0.38% 0.25% +0.14% $2.8B
COF 0.21% 0.12% +0.10% $1.5B
JPM 1.30% 1.21% +0.09% $9.4B
TSLA 1.15% 1.06% +0.09% $8.4B
GEV 0.21% 0.12% +0.09% $1.5B
AMD 0.32% 0.25% +0.07% $2.4B
GE 0.36% 0.30% +0.06% $2.6B
INTU 0.36% 0.30% +0.06% $2.6B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.69% 5.55% -0.86% $34.1B
UNH 0.38% 0.73% -0.34% $2.8B
BRK-B 1.07% 1.28% -0.21% $7.8B
LLY 0.97% 1.12% -0.16% $7.0B
XOM 0.65% 0.79% -0.15% $4.7B
JNJ 0.64% 0.76% -0.12% $4.6B
ABBV 0.56% 0.68% -0.12% $4.1B
CVX 0.39% 0.51% -0.12% $2.8B
PG 0.63% 0.75% -0.12% $4.6B
MRK 0.31% 0.40% -0.09% $2.3B
PEP 0.28% 0.36% -0.09% $2.0B
TMO 0.20% 0.29% -0.09% $1.5B
V 0.91% 0.99% -0.08% $6.6B
BMY 0.16% 0.24% -0.08% $1.2B
MCD 0.35% 0.42% -0.06% $2.6B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 68.0%
Technology 10.3%
Consumer Cyclical 5.8%
Healthcare 5.3%
Industrials 3.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $361.3B 49.7%
Large Cap 1,017 $300.6B 41.4%
Mid Cap 1,247 $49.2B 6.8%
Small Cap 1,471 $14.5B 2.0%
Micro Cap 1,201 $1.3B 0.2%

Portfolio Analytics

Avg Market Cap
$20.4B
Median Market Cap
$1.6B
Avg P/E
29.0
Median P/E
18.3
Avg Dividend Yield
0.04%
Avg Beta
1.00
# Stocks
4,288
# ETFs / Funds
737

Top Holdings (7,399 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.67% 261,151,459 $41.3B $157.99 $12.8B -1,876,446 -0.7%
2 MSFT 5.58% 81,531,742 $40.6B $497.41 $9.6B -1,008,092 -1.2%
3 AAPL 4.69% 166,268,524 $34.1B $205.17 -$3.3B -2,166,240 -1.3%
4 AMZN 2.91% 96,596,707 $21.2B $219.39 $2.7B -782,427 -0.8%
5 META 2.30% 22,672,125 $16.7B $738.09 $3.5B -348,469 -1.5%
6 AVGO 1.85% 48,810,915 $13.5B $275.65 $5.4B +486,982 +1.0%
7 GOOGL 1.62% 66,655,043 $11.7B $176.23 $1.2B -1,363,990 -2.0%
8 GOOG 1.32% 54,194,529 $9.6B $177.39 $967M -1,152,930 -2.1%
9 JPM 1.30% 32,541,931 $9.4B $289.91 $1.3B -576,167 -1.7%
10 SPY 1.19% 13,961,154 $8.6B $617.85 $728M -156,757 -1.1%
11 TSLA 1.15% 26,348,233 $8.4B $317.66 $1.2B -1,239,379 -4.5%
12 BRK-B 1.07% 15,960,324 $7.8B $485.77 -$874M -238,120 -1.5%
13 LLY 0.97% 9,009,270 $7.0B $779.53 -$553M -164,208 -1.8%
14 V 0.91% 18,586,956 $6.6B $355.05 -$55M -400,057 -2.1%
15 NFLX 0.82% 4,460,137 $6.0B $1,339.13 $1.8B -64,265 -1.4%
16 IVV 0.71% 8,318,019 $5.2B $620.90 $662M +305,015 +3.8%
17 COST 0.69% 5,054,552 $5.0B $989.94 $172M -54,543 -1.1%
18 MA 0.68% 8,817,818 $5.0B $561.94 -$16M -252,138 -2.8%
19 XOM 0.65% 43,580,736 $4.7B $107.80 -$654M -1,422,559 -3.2%
20 JNJ 0.64% 30,333,041 $4.6B $152.75 -$498M -610,779 -2.0%
21 PG 0.63% 28,948,539 $4.6B $159.32 -$440M -695,461 -2.3%
22 HD 0.59% 11,724,542 $4.3B $366.64 -$45M -127,384 -1.1%
23 ORCL 0.59% 19,471,601 $4.3B $218.63 $1.5B -269,822 -1.4%
24 WMT 0.57% 42,671,880 $4.2B $97.78 $389M -428,883 -1.0%
25 ABBV 0.56% 22,013,374 $4.1B $185.62 -$526M -546 -0.0%
26 CSCO 0.45% 46,866,909 $3.3B $69.38 $348M -188,583 -0.4%
27 BAC 0.43% 66,769,424 $3.2B $47.32 $352M -506,066 -0.8%
28 IBM 0.42% 10,473,193 $3.1B $294.78 $407M -306,333 -2.8%
29 ITW 0.41% 11,993,207 $3.0B $247.25 -$49M -160,763 -1.3%
30 VTI 0.40% 9,634,009 $2.9B $303.93 $245M -129,658 -1.3%
31 KO 0.40% 41,303,770 $2.9B $70.75 -$82M -638,490 -1.5%
32 CRM 0.40% 10,706,841 $2.9B $272.69 -$20M -249,035 -2.3%
33 ABT 0.39% 21,041,248 $2.9B $136.01 $33M -286,119 -1.3%
34 CVX 0.39% 19,717,112 $2.8B $143.19 -$605M -777,769 -3.8%
35 UNH 0.38% 8,965,583 $2.8B $311.97 -$2.1B -366,961 -3.9%
36 GUNR 0.38% 69,688,432 $2.8B $40.11 -$93M -4,739,672 -6.4%
37 PLTR 0.38% 20,319,224 $2.8B $136.32 $1.1B +765,786 +3.9%
38 VEA 0.37% 46,658,720 $2.7B $57.01 $495M +4,058,815 +9.5%
39 DIS 0.36% 21,381,307 $2.7B $124.01 $476M -657,440 -3.0%
40 WFC 0.36% 32,796,674 $2.6B $80.12 $201M -1,012,101 -3.0%
41 PM 0.36% 14,300,498 $2.6B $182.13 $451M +730,793 +5.4%
42 GE 0.36% 10,115,629 $2.6B $257.39 $607M +141,516 +1.4%
43 INTU 0.36% 3,291,158 $2.6B $787.63 $572M +1,100 +0.0%
44 MCD 0.35% 8,743,883 $2.6B $292.17 -$246M -221,276 -2.5%
45 CAT 0.34% 6,452,574 $2.5B $388.21 $329M -145,105 -2.2%
46 GS 0.32% 3,332,950 $2.4B $707.75 $538M +146 +0.0%
47 AMD 0.32% 16,595,835 $2.4B $141.90 $661M +111,361 +0.7%
48 MRK 0.31% 28,745,427 $2.3B $79.16 -$452M -1,645,437 -5.4%
49 NOW 0.31% 2,201,023 $2.3B $1,028.08 $512M +1,489 +0.1%
50 ACN 0.31% 7,537,569 $2.3B $298.89 -$115M -50,222 -0.7%
51 TDTT 0.31% 92,737,606 $2.2B $24.24 $214M +9,323,918 +11.2%
52 T 0.30% 75,871,694 $2.2B $28.94 -$2M -1,856,047 -2.4%
53 VWO 0.30% 44,069,408 $2.2B $49.46 $210M +549,043 +1.3%
54 LIN 0.30% 4,626,449 $2.2B $469.18 -$93M -233,992 -4.8%
55 IWF 0.29% 5,049,456 $2.1B $424.58 $299M -60,353 -1.2%
56 TXN 0.29% 10,279,531 $2.1B $207.62 $248M -214,459 -2.0%
57 AXP 0.29% 6,606,923 $2.1B $318.98 $312M -67,116 -1.0%
58 BKNG 0.29% 362,946 $2.1B $5,789.24 $395M -7,381 -2.0%
59 NFRA 0.28% 32,989,804 $2.0B $61.88 $328M +3,263,217 +11.0%
60 QCOM 0.28% 12,765,396 $2.0B $159.26 $1M -461,108 -3.5%
61 PEP 0.28% 15,283,247 $2.0B $132.04 -$433M -1,061,473 -6.5%
62 ISRG 0.27% 3,637,651 $2.0B $543.41 $178M +6,370 +0.2%
63 ADBE 0.27% 5,093,809 $2.0B $386.88 -$32M -128,410 -2.5%
64 VZ 0.27% 44,708,119 $1.9B $43.27 -$128M -766,980 -1.7%
65 MS 0.27% 13,703,501 $1.9B $140.86 $319M -103,652 -0.8%
66 ADP 0.26% 6,104,775 $1.9B $308.40 -$246K -58,151 -0.9%
67 EFA 0.26% 20,912,718 $1.9B $89.39 $209M +598,195 +2.9%
68 RTX 0.25% 12,579,629 $1.8B $146.02 $137M -256,886 -2.0%
69 UBER 0.25% 19,211,910 $1.8B $93.30 $391M -28,728 -0.1%
70 AMAT 0.24% 9,550,313 $1.7B $183.07 $331M -214,106 -2.2%
71 C 0.24% 20,322,681 $1.7B $85.12 $280M -104,882 -0.5%
72 AMGN 0.24% 6,141,769 $1.7B $279.21 -$219M -64,298 -1.0%
73 TJX 0.23% 13,767,317 $1.7B $123.49 $7M -136,419 -1.0%
74 IGF 0.23% 28,568,006 $1.7B $59.20 $270M +2,570,937 +9.9%
75 SPGI 0.23% 3,173,258 $1.7B $527.29 $20M -81,405 -2.5%
76 AGG 0.23% 16,630,963 $1.6B $99.20 -$20M -253,511 -1.5%
77 PGR 0.22% 6,110,580 $1.6B $266.86 -$116M -62,155 -1.0%
78 BLK 0.22% 1,547,904 $1.6B $1,049.25 $141M -19,362 -1.2%
79 ETN 0.22% 4,490,434 $1.6B $356.99 $368M -54,773 -1.2%
80 GILD 0.22% 14,409,323 $1.6B $110.87 -$20M -27,059 -0.2%
81 NEE 0.22% 22,678,946 $1.6B $69.42 -$81M -674,299 -2.9%
82 SCHW 0.21% 17,107,674 $1.6B $91.24 $196M -332,627 -1.9%
83 COF 0.21% 7,260,459 $1.5B $212.76 $757M +2,868,595 +65.3%
84 UNP 0.21% 6,671,444 $1.5B $230.08 -$144M -433,938 -6.1%
85 BSX 0.21% 14,274,448 $1.5B $107.41 $90M -28,176 -0.2%
86 PANW 0.21% 7,491,737 $1.5B $204.64 $214M -239,523 -3.1%
87 PFE 0.21% 63,150,632 $1.5B $24.24 -$49M +824,675 +1.3%
88 GEV 0.21% 2,825,720 $1.5B $529.15 $692M +194,141 +7.4%
89 LOW 0.21% 6,726,253 $1.5B $221.87 -$123M -198,346 -2.9%
90 DHR 0.20% 7,528,840 $1.5B $197.54 -$104M -233,899 -3.0%
91 TMO 0.20% 3,606,341 $1.5B $405.46 -$470M -276,478 -7.1%
92 KLAC 0.20% 1,628,655 $1.5B $895.74 $342M -13,688 -0.8%
93 DE 0.20% 2,834,751 $1.4B $508.49 $83M -59,974 -2.1%
94 TSM 0.20% 6,293,564 $1.4B $226.49 $379M -9,260 -0.1%
95 LRCX 0.20% 14,573,447 $1.4B $97.34 $337M -303,808 -2.0%
96 IJH 0.19% 22,692,318 $1.4B $62.02 $72M -192,871 -0.8%
97 PLD 0.19% 13,336,732 $1.4B $105.12 -$139M -447,901 -3.2%
98 CMCSA 0.19% 38,920,017 $1.4B $35.69 -$102M -1,488,830 -3.7%
99 HON 0.19% 5,851,840 $1.4B $232.88 $81M -200,851 -3.3%
100 SYK 0.19% 3,429,632 $1.4B $395.63 $38M -113,819 -3.2%

New Positions

SymbolValue% Port
RKLB $70M 0.01%
B $38M 0.01%
RAL $36M —%
CRWV $13M —%
CRCL $12M —%
DEA $12M —%
INDV $11M —%
LION $9M —%
TIC $9M —%
SMA $8M —%
MRX $7M —%
GLXY $7M —%
FWRD $6M —%
OM $5M —%
CIB $3M —%

Sold Out Positions

SymbolValue% Port
KKS.F —%
GOOS —%
BXSL —%
SGOV —%
SHV —%
AGI —%
BTG —%
ADSE —%
KC —%
NEXA —%
HNVR —%
JVA —%
CENN —%
KBDC —%
EWY —%
View SEC EDGAR Filings for Northern Trust →

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