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NORTHERN TRUST CORP

Q4 2025 · Filed 2026-02-17
Market Value
$780.3B
+0.3%
Holdings
4,281
+14
New Purchases
133
Added To
1,090
Closed
120
Reduced
2,796
Top 10 Concentration
30.9%
Turnover
5.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.61% 2.08% +0.53% $20.4B
GOOG 2.11% 1.68% +0.43% $16.4B
LLY 1.22% 0.87% +0.34% $9.5B
AAPL 5.60% 5.39% +0.21% $43.7B
MU 0.39% 0.22% +0.16% $3.0B
AMD 0.46% 0.35% +0.11% $3.6B
MRK 0.37% 0.30% +0.07% $2.9B
LRCX 0.32% 0.25% +0.07% $2.5B
AMZN 2.80% 2.74% +0.06% $21.9B
JNJ 0.78% 0.71% +0.06% $6.1B
IVV 0.81% 0.75% +0.06% $6.3B
AVGO 2.12% 2.06% +0.05% $16.5B
AGG 0.27% 0.21% +0.05% $2.1B
ISRG 0.26% 0.21% +0.05% $2.0B
AMAT 0.30% 0.25% +0.05% $2.3B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.94% 5.40% -0.46% $38.6B
META 1.87% 2.12% -0.25% $14.6B
ORCL 0.47% 0.70% -0.23% $3.7B
NFLX 0.52% 0.68% -0.16% $4.1B
NVDA 6.07% 6.22% -0.16% $47.3B
HD 0.51% 0.61% -0.10% $3.9B
COST 0.54% 0.60% -0.06% $4.2B
PG 0.51% 0.56% -0.06% $4.0B
FI 0.05% 0.10% -0.05% $365M
UBER 0.20% 0.25% -0.05% $1.5B
CVX 0.41% 0.45% -0.05% $3.2B
T 0.22% 0.27% -0.05% $1.7B
NOW 0.22% 0.26% -0.04% $1.7B
ITW 0.36% 0.40% -0.04% $2.8B
RBLX 0.03% 0.06% -0.04% $212M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $418.1B 53.6%
Large Cap 1,032 $302.1B 38.7%
Mid Cap 1,138 $46.9B 6.0%
Small Cap 1,191 $12.2B 1.6%
Micro Cap 840 $1.0B 0.1%

Portfolio Analytics

Avg Market Cap
$26.5B
Median Market Cap
$2.3B
Avg P/E
31.9
Median P/E
19.3
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,833
# ETFs / Funds
448

Top Holdings (4,281 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.07% 253,789,803 $47.3B $186.50 -$1.1B -5,650,007 -2.2%
2 AAPL 5.60% 160,670,451 $43.7B $271.86 $1.8B -3,996,272 -2.4%
3 MSFT 4.94% 79,779,930 $38.6B $483.62 -$3.5B -1,385,868 -1.7%
4 AMZN 2.80% 94,745,484 $21.9B $230.82 $560M -2,306,033 -2.4%
5 GOOGL 2.61% 65,140,881 $20.4B $313.00 $4.2B -1,364,680 -2.0%
6 AVGO 2.12% 47,744,014 $16.5B $346.10 $468M -924,412 -1.9%
7 GOOG 2.11% 52,384,637 $16.4B $313.80 $3.4B -1,329,749 -2.5%
8 META 1.87% 22,133,256 $14.6B $660.09 -$1.9B -348,433 -1.6%
9 TSLA 1.49% 25,804,654 $11.6B $449.72 -$58M -419,624 -1.6%
10 JPM 1.31% 31,672,762 $10.2B $322.22 -$1M -685,553 -2.1%
11 LLY 1.22% 8,835,507 $9.5B $1,074.68 $2.7B -63,528 -0.7%
12 SPY 1.21% 13,797,929 $9.4B $681.92 $193M -36,159 -0.3%
13 BRK-B 1.00% 15,528,328 $7.8B $502.65 -$159M -314,306 -2.0%
14 IVV 0.81% 9,242,290 $6.3B $684.94 $496M +524,740 +6.0%
15 V 0.80% 17,837,975 $6.3B $350.71 $14M -446,616 -2.4%
16 JNJ 0.78% 29,281,433 $6.1B $206.95 $502M -691,118 -2.3%
17 XOM 0.66% 43,014,906 $5.2B $120.34 $212M -1,011,113 -2.3%
18 MA 0.64% 8,744,661 $5.0B $570.88 -$33M -89,508 -1.0%
19 ABBV 0.64% 21,733,923 $5.0B $228.49 -$139M -312,304 -1.4%
20 WMT 0.60% 41,726,232 $4.6B $111.41 $316M -315,457 -0.8%
21 COST 0.54% 4,913,721 $4.2B $862.34 -$446M -146,269 -2.9%
22 NFLX 0.52% 43,445,226 $4.1B $93.76 -$1.2B +39,026,066 +883.1%
23 PG 0.51% 27,657,745 $4.0B $143.31 -$432M -951,547 -3.3%
24 HD 0.51% 11,462,591 $3.9B $344.10 -$781M -199,424 -1.7%
25 ORCL 0.47% 18,999,532 $3.7B $194.91 -$1.8B -396,233 -2.0%
26 PLTR 0.47% 20,762,600 $3.7B $177.75 -$156M -325,862 -1.6%
27 CSCO 0.47% 47,292,566 $3.6B $77.03 $325M -1,206,046 -2.5%
28 AMD 0.46% 16,611,040 $3.6B $214.16 $867M -18,835 -0.1%
29 BAC 0.45% 64,535,160 $3.5B $55.00 $129M -1,772,017 -2.7%
30 CAT 0.43% 5,851,276 $3.4B $572.87 $376M -386,395 -6.2%
31 VTI 0.42% 9,712,922 $3.3B $335.27 $129M +184,429 +1.9%
32 VEA 0.42% 51,950,297 $3.2B $62.47 $311M +2,981,115 +6.1%
33 CVX 0.41% 20,791,339 $3.2B $152.41 -$360M -1,933,176 -8.5%
34 GE 0.40% 10,105,568 $3.1B $308.03 $15M -191,377 -1.9%
35 MU 0.39% 10,654,349 $3.0B $285.41 $1.3B +194,550 +1.9%
36 GUNR 0.39% 66,012,371 $3.0B $45.85 $91M -1,052,841 -1.6%
37 IBM 0.38% 10,132,176 $3.0B $296.21 $103M -138,815 -1.4%
38 WFC 0.38% 31,870,698 $3.0B $93.20 $218M -968,969 -3.0%
39 UNH 0.37% 8,846,910 $2.9B $330.11 -$225M -262,782 -2.9%
40 MRK 0.37% 27,234,642 $2.9B $105.26 $522M -698,499 -2.5%
41 KO 0.36% 40,482,273 $2.8B $69.91 $102M -648,059 -1.6%
42 ITW 0.36% 11,383,141 $2.8B $246.30 -$311M -562,443 -4.7%
43 GS 0.36% 3,175,545 $2.8B $879.00 $190M -90,483 -2.8%
44 CRM 0.36% 10,501,627 $2.8B $264.91 $278M -65,526 -0.6%
45 IWF 0.34% 5,560,417 $2.6B $473.30 $75M +101,545 +1.9%
46 VWO 0.33% 47,289,064 $2.5B $53.76 $142M +2,987,719 +6.7%
47 MCD 0.32% 8,256,338 $2.5B $305.63 -$33M -155,319 -1.9%
48 ABT 0.32% 19,776,651 $2.5B $125.29 -$260M -666,169 -3.3%
49 LRCX 0.32% 14,436,480 $2.5B $171.18 $519M -140,374 -1.0%
50 AXP 0.30% 6,360,544 $2.4B $369.95 $186M -163,922 -2.5%
51 PM 0.30% 14,449,342 $2.3B $160.40 -$67M -252,537 -1.7%
52 AMAT 0.30% 8,997,927 $2.3B $256.99 $385M -417,256 -4.4%
53 DIS 0.29% 20,202,002 $2.3B $113.77 -$91M -665,306 -3.2%
54 MS 0.29% 12,814,113 $2.3B $177.53 $214M -149,299 -1.1%
55 INTU 0.29% 3,403,750 $2.3B $662.42 -$101M -46,251 -1.3%
56 C 0.29% 19,201,229 $2.2B $116.69 $218M -725,606 -3.6%
57 RTX 0.29% 12,178,612 $2.2B $183.40 $150M -275,273 -2.2%
58 NFRA 0.28% 35,667,675 $2.2B $60.51 -$46M +633,192 +1.8%
59 PEP 0.28% 14,980,793 $2.2B $143.52 $5M -293,528 -1.9%
60 IGF 0.27% 34,714,254 $2.1B $61.36 $158M +2,444,499 +7.6%
61 TDTT 0.27% 88,500,537 $2.1B $24.06 -$13M +440,486 +0.5%
62 TJX 0.27% 13,474,948 $2.1B $153.61 $96M -179,274 -1.3%
63 AGG 0.27% 20,705,925 $2.1B $99.88 $408M +4,148,106 +25.1%
64 QCOM 0.26% 12,078,935 $2.1B $171.05 $4M -319,106 -2.6%
65 EFA 0.26% 21,303,587 $2.0B $96.03 $76M +205,935 +1.0%
66 AMGN 0.26% 6,181,658 $2.0B $327.31 $289M +37,178 +0.6%
67 TSM 0.26% 6,620,155 $2.0B $303.89 $217M +193,089 +3.0%
68 TMO 0.26% 3,449,323 $2.0B $579.45 $291M -72,382 -2.1%
69 ISRG 0.26% 3,526,550 $2.0B $566.36 $385M -78,359 -2.2%
70 ACN 0.25% 7,383,382 $2.0B $268.30 $158M -10,667 -0.1%
71 KLAC 0.25% 1,602,371 $1.9B $1,215.08 $184M -32,566 -2.0%
72 BKNG 0.25% 358,401 $1.9B $5,355.33 -$28M -2,322 -0.6%
73 LIN 0.24% 4,469,175 $1.9B $426.39 -$284M -140,160 -3.0%
74 GEV 0.24% 2,819,449 $1.8B $653.57 $73M -58,009 -2.0%
75 APH 0.23% 13,510,266 $1.8B $135.14 $227M +592,868 +4.6%
76 VZ 0.23% 44,369,712 $1.8B $40.73 -$182M -895,983 -2.0%
77 NEE 0.23% 22,080,532 $1.8B $80.28 $76M -393,318 -1.8%
78 GILD 0.22% 14,057,956 $1.7B $122.74 $136M -258,700 -1.8%
79 T 0.22% 69,065,392 $1.7B $24.84 -$350M -4,075,166 -5.6%
80 ADBE 0.22% 4,843,610 $1.7B $349.99 -$68M -155,983 -3.1%
81 NOW 0.22% 11,002,778 $1.7B $153.19 -$338M +8,803,704 +400.3%
82 TXN 0.22% 9,687,298 $1.7B $173.49 -$157M -316,824 -3.2%
83 PLD 0.22% 13,148,918 $1.7B $127.66 $149M -204,028 -1.5%
84 WELL 0.21% 8,986,312 $1.7B $185.61 $46M -119,756 -1.3%
85 DHR 0.21% 7,254,918 $1.7B $228.92 $192M -151,878 -2.0%
86 SCHW 0.21% 16,596,600 $1.7B $99.91 $35M -405,027 -2.4%
87 BLK 0.21% 1,518,123 $1.6B $1,070.34 -$168M -19,917 -1.3%
88 INTC 0.21% 44,009,744 $1.6B $36.90 $134M -395,688 -0.9%
89 APP 0.21% 2,399,504 $1.6B $673.82 -$89M +25,044 +1.1%
90 SPGI 0.21% 3,092,803 $1.6B $522.59 $71M -81,545 -2.6%
91 COF 0.20% 6,553,207 $1.6B $242.36 $84M -521,142 -7.4%
92 LOW 0.20% 6,562,730 $1.6B $241.16 -$134M -267,350 -3.9%
93 PFE 0.20% 63,250,589 $1.6B $24.90 -$56M -769,218 -1.2%
94 UNP 0.20% 6,777,818 $1.6B $231.32 -$59M -103,810 -1.5%
95 IJH 0.20% 23,466,166 $1.5B $66.00 $34M +247,896 +1.1%
96 ADP 0.20% 6,006,495 $1.5B $257.23 -$250M -110,003 -1.8%
97 UBER 0.20% 18,866,953 $1.5B $81.71 -$370M -642,089 -3.3%
98 ETN 0.18% 4,459,761 $1.4B $318.51 -$241M +18,971 +0.4%
99 ADI 0.18% 5,219,954 $1.4B $271.20 $108M -103,913 -1.9%
100 PANW 0.18% 7,521,047 $1.4B $184.20 -$148M -7,201 -0.1%

New Positions

SymbolValue% Port
Q $188M 0.02%
TAXS $68M 0.01%
SOLS $54M 0.01%
TAXI $49M 0.01%
TAXT $22M —%
MDLN $20M —%
TOTB.DE $14M —%
LGN $12M —%
LLYVA $8M —%
MICC $7M —%
ALH $6M —%
FIGR $5M —%
NAVN $5M —%
DEC $4M —%
ICSH $4M —%

Sold Out Positions

SymbolValue% Port
XPRO —%
EARN —%
LXP —%
HPP —%
UL —%
GAM —%
VMO —%
PTA —%
TTE —%
ACET —%
CIBR —%
LLYVK —%
ASRT —%
DLO —%
JRVR —%
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