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Asset Manager ← All Institutions

MILLENNIUM MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$105.6B
+8.3%
Holdings
3,942
-38
New Purchases
386
Added To
1,617
Closed
392
Reduced
1,532
Top 10 Concentration
11.6%
Turnover
19.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
APP 0.86% 0.08% +0.78% $909M
SPY 0.75% 0.04% +0.71% $787M
PLTR 0.65% 0.11% +0.53% $683M
IBIT 1.24% 0.84% +0.40% $1.3B
MSFT 1.09% 0.71% +0.38% $1.1B
UNP 0.39% 0.03% +0.37% $416M
ABBV 0.43% 0.10% +0.33% $454M
TPG 0.33% 0.01% +0.32% $343M
ORCL 0.41% 0.13% +0.28% $432M
JPM 0.36% 0.09% +0.27% $383M
MUSA 0.33% 0.07% +0.26% $344M
HOOD 0.27% 0.02% +0.25% $285M
MDT 0.33% 0.09% +0.25% $351M
EW 0.49% 0.26% +0.24% $523M
CBRE 0.26% 0.04% +0.22% $276M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 3.69% 5.36% -1.67% $3.9B
BAC 0.14% 0.74% -0.60% $143M
WFC 0.09% 0.67% -0.58% $94M
META 0.41% 0.92% -0.51% $434M
UNH 0.09% 0.54% -0.45% $95M
MS 0.07% 0.50% -0.44% $72M
SCHW 0.15% 0.55% -0.40% $163M
BSX 0.42% 0.81% -0.39% $444M
AVGO 0.12% 0.51% -0.38% $130M
FICO 0.02% 0.31% -0.29% $19M
DFS 0.00% 0.29% -0.29% $0
SPGI 0.02% 0.31% -0.28% $25M
EQIX 0.17% 0.43% -0.27% $176M
TSLA 0.03% 0.30% -0.26% $33M
MRK 0.07% 0.32% -0.25% $78M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $19.3B 18.3%
Large Cap 936 $56.0B 53.0%
Mid Cap 1,098 $23.4B 22.2%
Small Cap 1,238 $6.3B 5.9%
Micro Cap 593 $672M 0.6%

Portfolio Analytics

Avg Market Cap
$27.3B
Median Market Cap
$2.4B
Avg P/E
32.4
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
3,700
# ETFs / Funds
242

Top Holdings (3,942 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 3.69% 6,281,763 $3.9B $620.90 -$1.3B -3,026,507 -32.5%
2 IBIT 1.24% 21,434,338 $1.3B $61.21 $489M +3,847,182 +21.9%
3 NVDA 1.21% 8,075,059 $1.3B $157.99 $275M -1,158,732 -12.6%
4 MSFT 1.09% 2,310,420 $1.1B $497.41 $456M +463,801 +25.1%
5 AMZN 0.94% 4,536,051 $995M $219.39 $128M -20,852 -0.5%
6 APP 0.86% 2,597,928 $909M $350.08 $835M +2,315,114 +818.6%
7 SPY 0.75% 1,273,926 $787M $617.85 $752M +1,210,634 +1912.8%
8 PLTR 0.65% 5,009,207 $683M $136.32 $572M +3,696,449 +281.6%
9 FBTC 0.63% 7,032,206 $661M $93.99 $160M +76,494 +1.1%
10 ISRG 0.51% 987,851 $537M $543.41 $142M +190,986 +24.0%
11 EW 0.49% 6,682,000 $523M $78.21 $273M +3,237,236 +94.0%
12 MA 0.48% 906,734 $510M $561.94 $134M +220,769 +32.2%
13 HES 0.45% 3,451,615 $478M $138.54 $106M +1,123,051 +48.2%
14 MSCI 0.45% 815,767 $470M $576.74 $80M +125,472 +18.2%
15 ABBV 0.43% 2,446,607 $454M $185.62 $355M +1,972,337 +415.9%
16 GOOG 0.42% 2,523,102 $448M $177.39 $149M +609,886 +31.9%
17 LLY 0.42% 570,892 $445M $779.53 -$117M -110,121 -16.2%
18 BSX 0.42% 4,636,019 $444M $95.83 -$347M -3,708,137 -44.4%
19 META 0.41% 587,865 $434M $738.09 -$466M -974,318 -62.4%
20 ORCL 0.41% 1,976,844 $432M $218.63 $306M +1,074,419 +119.1%
21 UNP 0.39% 1,808,705 $416M $230.08 $390M +1,699,706 +1559.4%
22 AAPL 0.39% 2,001,957 $411M $205.17 -$9M +111,781 +5.9%
23 BA 0.39% 1,947,495 $408M $209.53 $170M +553,288 +39.7%
24 WMT 0.37% 4,037,373 $395M $97.78 $214M +1,974,378 +95.7%
25 ICE 0.37% 2,140,582 $393M $183.47 $127M +600,964 +39.0%
26 JPM 0.36% 1,320,691 $383M $289.91 $292M +950,891 +257.1%
27 GOOGL 0.36% 2,170,344 $382M $176.23 -$145M -1,241,390 -36.4%
28 LNG 0.35% 1,519,614 $370M $243.52 $134M +498,817 +48.9%
29 CRH.L 0.35% 3,970,292 $364M $91.80 $226M +2,399,362 +152.7%
30 DHR 0.34% 1,826,338 $361M $197.54 -$44M -148,754 -7.5%
31 MDT 0.33% 4,022,565 $351M $87.17 $267M +3,094,326 +333.4%
32 MUSA 0.33% 845,793 $344M $406.80 $277M +703,755 +495.5%
33 TPG 0.33% 6,546,621 $343M $52.45 $335M +6,373,831 +3688.8%
34 PFE 0.32% 13,993,591 $339M $24.24 $150M +6,534,079 +87.6%
35 FE 0.32% 8,407,932 $339M $40.26 $59M +1,491,716 +21.6%
36 EVR 0.32% 1,246,759 $337M $270.02 $215M +636,871 +104.4%
37 CVE 0.30% 23,611,873 $321M $13.60 -$35M -2,007,316 -7.8%
38 AMG 0.29% 1,569,326 $309M $196.77 $96M +303,671 +24.0%
39 PM 0.29% 1,692,192 $308M $182.13 $155M +729,929 +75.9%
40 FHN 0.29% 14,489,078 $307M $21.20 -$13M -2,012,010 -12.2%
41 DDOG 0.27% 2,135,449 $287M $134.33 $211M +1,371,297 +179.4%
42 HOOD 0.27% 3,048,178 $285M $93.63 $263M +2,504,165 +460.3%
43 JCI 0.27% 2,681,468 $283M $105.62 -$25M -1,171,594 -30.4%
44 CVS 0.27% 4,066,670 $281M $68.98 $28M +337,679 +9.1%
45 CBRE 0.26% 1,972,386 $276M $140.12 $239M +1,686,907 +590.9%
46 ANSS 0.26% 777,225 $273M $351.22 $104M +242,997 +45.5%
47 LMT 0.26% 586,740 $272M $463.14 $23M +29,625 +5.3%
48 KO 0.26% 3,829,844 $271M $70.75 $141M +2,016,485 +111.2%
49 PCG 0.26% 19,394,977 $270M $13.94 $47M +6,421,709 +49.5%
50 COF 0.26% 1,269,429 $270M $212.76 -$201M -1,355,138 -51.6%
51 DY 0.25% 1,095,359 $268M $244.39 $42M -386,035 -26.1%
52 INFY 0.25% 14,024,924 $260M $18.53 $93M +4,871,213 +53.2%
53 NVT 0.24% 3,523,267 $258M $73.25 $176M +1,958,731 +125.2%
54 MORN 0.24% 811,158 $255M $313.93 $92M +270,363 +50.0%
55 C 0.24% 2,971,882 $253M $85.12 $98M +786,485 +36.0%
56 CRM 0.23% 902,523 $246M $272.69 $118M +424,984 +89.0%
57 STEP 0.23% 4,397,926 $244M $55.50 $89M +1,435,100 +48.4%
58 TSM 0.23% 1,067,106 $242M $226.49 $107M +256,956 +31.7%
59 APH 0.23% 2,416,955 $239M $98.75 $215M +2,056,158 +569.9%
60 ARGX 0.22% 429,844 $237M $551.22 $78M +161,240 +60.0%
61 CMA 0.22% 3,931,096 $234M $59.65 -$52M -917,202 -18.9%
62 BABA 0.22% 2,060,535 $234M $113.41 $24M +471,155 +29.6%
63 CAT 0.22% 599,309 $233M $388.21 $162M +385,407 +180.2%
64 FI 0.22% 1,320,688 $228M $172.41 $227M +1,318,142 +51773.1%
65 PEG 0.21% 2,693,394 $227M $84.18 $102M +1,179,237 +77.9%
66 ADBE 0.21% 581,367 $225M $386.88 -$12M -36,816 -6.0%
67 ETR 0.21% 2,704,189 $225M $83.12 -$25M -222,816 -7.6%
68 LIN 0.21% 478,410 $224M $469.18 -$188M -406,534 -45.9%
69 KKR 0.21% 1,686,017 $224M $133.03 $26M -25,561 -1.5%
70 JHG 0.21% 5,696,601 $221M $38.84 $39M +658,575 +13.1%
71 ANET 0.21% 2,156,110 $221M $102.31 -$31M -1,093,848 -33.7%
72 PGR 0.21% 818,195 $218M $266.86 $156M +599,411 +274.0%
73 NFLX 0.21% 162,616 $218M $1,339.13 -$71M -146,895 -47.5%
74 TEAM 0.21% 1,067,446 $217M $203.09 -$3M +31,254 +3.0%
75 GLW 0.20% 4,114,594 $216M $52.59 $73M +978,258 +31.2%
76 CAH 0.20% 1,277,735 $215M $168.00 $21M -128,254 -9.1%
77 INSM 0.20% 2,121,717 $214M $100.64 $162M +1,442,526 +212.4%
78 PG 0.20% 1,307,339 $208M $159.32 $188M +1,186,332 +980.4%
79 MKC 0.20% 2,743,852 $208M $75.82 $100M +1,428,542 +108.6%
80 SJM 0.20% 2,113,483 $208M $98.20 $167M +1,771,694 +518.4%
81 SF 0.20% 1,998,005 $207M $103.78 $145M +1,341,624 +204.4%
82 BITB 0.19% 3,515,698 $206M $58.59 $45M -64,700 -1.8%
83 CMCSA 0.19% 5,507,248 $197M $35.69 $125M +3,556,637 +182.3%
84 TAC 0.19% 18,223,393 $196M $10.78 $43M +1,760,501 +10.7%
85 IPG 0.18% 7,875,987 $193M $24.48 $127M +5,461,461 +226.2%
86 QQQ 0.18% 347,838 $192M $551.64 -$191M -469,021 -57.4%
87 SQ 0.18% 2,810,396 $191M $67.93 $138M +1,827,853 +186.0%
88 CMG 0.18% 3,390,474 $190M $56.15 $87M +1,340,232 +65.4%
89 LRCX 0.18% 1,939,007 $189M $97.34 $32M -221,816 -10.3%
90 ES 0.18% 2,958,544 $188M $63.62 $158M +2,475,800 +512.9%
91 T 0.18% 6,495,852 $188M $28.94 $59M +1,920,976 +42.0%
92 COOP 0.18% 1,258,563 $188M $149.21 $186M +1,244,925 +9128.4%
93 HD 0.17% 501,489 $184M $366.64 -$155M -424,329 -45.8%
94 MTZ 0.17% 1,077,822 $184M $170.43 $73M +131,476 +13.9%
95 ZTS 0.17% 1,174,805 $183M $155.95 $94M +630,377 +115.8%
96 KR 0.17% 2,551,462 $183M $71.73 $162M +2,238,601 +715.5%
97 TMUS 0.17% 767,015 $183M $238.26 -$38M -61,599 -7.4%
98 CLX 0.17% 1,495,414 $180M $120.07 $93M +905,607 +153.5%
99 CSCO 0.17% 2,587,352 $180M $69.38 $104M +1,359,910 +110.8%
100 LOW 0.17% 805,701 $179M $221.87 $108M +502,997 +166.2%

Options Breakdown

1,086 Calls $36.4B Call Value 920 Puts $58.9B Put Value 1.62 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 7,764,000 $4.3B
IWM 10,217,700 $2.2B
SPY 3,108,700 $1.9B
MSFT 3,498,000 $1.7B
NVDA 9,812,000 $1.6B
AMZN 5,593,300 $1.2B
AAPL 5,969,900 $1.2B
META 1,262,900 $932M
TSLA 2,558,600 $813M
AVGO 2,065,400 $569M

Top Puts

SymbolSharesValueStatus
IWM 23,346,800 $5.0B
NVDA 29,053,600 $4.6B
QQQ 6,456,300 $3.6B
MSFT 6,072,000 $3.0B
SPY 4,029,800 $2.5B
AMZN 11,280,100 $2.5B
META 2,890,200 $2.1B
AAPL 6,104,100 $1.3B
NFLX 882,800 $1.2B
TSLA 3,630,400 $1.2B

New Positions

SymbolValue% Port
VZ $134M 0.13%
ETHA $111M 0.10%
CAI $94M 0.09%
CB $94M 0.09%
TECH $84M 0.08%
B $84M 0.08%
EBAY $75M 0.07%
HCA $69M 0.07%
ELAN $55M 0.05%
OSIS $50M 0.05%
AEM $46M 0.04%
SOLV $46M 0.04%
RKLB $42M 0.04%
PSA $37M 0.04%
GEN $31M 0.03%

Sold Out Positions

SymbolValue% Port
PAR —%
KREF —%
CTO —%
GUG —%
GKOS —%
NLOP —%
SEG —%
ORA —%
CDLR —%
KNF —%
GWH —%
TDW —%
KEP —%
HCC —%
BBDC —%
View SEC EDGAR Filings for MILLENNIUM MANAGEMENT LLC →

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