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Asset Manager ← All Institutions

MILLENNIUM MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$119.1B
+12.7%
Holdings
3,943
+1
New Purchases
393
Added To
1,511
Closed
365
Reduced
1,658
Top 10 Concentration
15.2%
Turnover
19.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.86% 1.21% +1.65% $3.4B
AAPL 1.50% 0.39% +1.11% $1.8B
ETHA 0.90% 0.10% +0.79% $1.1B
NSC 0.67% 0.11% +0.56% $794M
IVV 4.21% 3.69% +0.52% $5.0B
META 0.85% 0.41% +0.44% $1.0B
MSFT 1.49% 1.09% +0.41% $1.8B
MS 0.47% 0.07% +0.40% $560M
FCX 0.41% 0.03% +0.38% $485M
AVGO 0.50% 0.12% +0.38% $597M
GOOGL 0.73% 0.36% +0.37% $873M
BLK 0.35% 0.02% +0.32% $413M
V 0.34% 0.04% +0.31% $410M
BAC 0.44% 0.14% +0.31% $526M
CYBR 0.40% 0.10% +0.30% $476M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
APP 0.01% 0.86% -0.85% $17M
PLTR 0.07% 0.65% -0.58% $79M
HES 0.00% 0.45% -0.45% $0
ISRG 0.10% 0.51% -0.41% $117M
MA 0.08% 0.48% -0.40% $95M
EW 0.12% 0.49% -0.38% $138M
ORCL 0.04% 0.41% -0.37% $43M
UNP 0.08% 0.39% -0.31% $99M
MSCI 0.16% 0.45% -0.29% $189M
PFE 0.04% 0.32% -0.28% $45M
CVE 0.04% 0.30% -0.26% $48M
DDOG 0.01% 0.27% -0.26% $11M
ANSS 0.00% 0.26% -0.26% $0
AMZN 0.69% 0.94% -0.25% $823M
EVR 0.07% 0.32% -0.25% $83M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $26.9B 22.6%
Large Cap 920 $59.4B 49.9%
Mid Cap 1,118 $24.5B 20.6%
Small Cap 1,256 $7.4B 6.2%
Micro Cap 570 $913M 0.8%

Portfolio Analytics

Avg Market Cap
$27.5B
Median Market Cap
$2.5B
Avg P/E
32.3
Median P/E
19.5
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
3,711
# ETFs / Funds
232

Top Holdings (3,943 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 4.21% 7,499,133 $5.0B $669.30 $1.1B +1,217,370 +19.4%
2 NVDA 2.86% 18,272,514 $3.4B $186.58 $2.1B +10,197,455 +126.3%
3 AAPL 1.50% 7,015,832 $1.8B $254.63 $1.4B +5,013,875 +250.4%
4 MSFT 1.49% 3,432,856 $1.8B $517.95 $629M +1,122,436 +48.6%
5 IBIT 1.12% 20,519,106 $1.3B $65.00 $22M -915,232 -4.3%
6 ETHA 0.90% 33,924,701 $1.1B $31.51 $958M +28,115,038 +483.9%
7 SPY 0.87% 1,549,399 $1.0B $666.18 $245M +275,473 +21.6%
8 META 0.85% 1,381,375 $1.0B $734.38 $581M +793,510 +135.0%
9 GOOGL 0.73% 3,591,912 $873M $243.10 $491M +1,421,568 +65.5%
10 AMZN 0.69% 3,748,128 $823M $219.57 -$172M -787,923 -17.4%
11 GOOG 0.69% 3,368,274 $820M $243.55 $373M +845,172 +33.5%
12 NSC 0.67% 2,644,515 $794M $300.41 $683M +2,208,289 +506.2%
13 BSX 0.66% 8,524,821 $783M $91.90 $339M +3,888,802 +83.9%
14 FBTC 0.62% 7,447,005 $743M $99.81 $82M +414,799 +5.9%
15 AVGO 0.50% 1,808,952 $597M $329.91 $467M +1,336,891 +283.2%
16 MS 0.47% 3,522,227 $560M $158.96 $488M +3,011,234 +589.3%
17 BAC 0.44% 10,200,787 $526M $51.59 $383M +7,169,002 +236.5%
18 NVT 0.41% 4,946,901 $488M $98.64 $230M +1,423,634 +40.4%
19 FCX 0.41% 12,373,932 $485M $39.22 $458M +11,755,529 +1901.0%
20 CYBR 0.40% 984,702 $476M $483.15 $368M +720,992 +273.4%
21 ABBV 0.39% 2,015,742 $467M $231.54 $13M -430,865 -17.6%
22 MDT 0.38% 4,808,068 $458M $95.24 $107M +785,503 +19.5%
23 CRH.L 0.37% 3,683,765 $442M $119.90 $77M -286,527 -7.2%
24 JPM 0.37% 1,394,514 $440M $315.43 $57M +73,823 +5.6%
25 BLK 0.35% 353,922 $413M $1,165.87 $386M +328,767 +1307.0%
26 SCHW 0.35% 4,305,448 $411M $95.47 $248M +2,515,351 +140.5%
27 V 0.34% 1,202,376 $410M $341.38 $373M +1,097,533 +1046.8%
28 CVS 0.34% 5,378,148 $405M $75.39 $125M +1,311,478 +32.2%
29 BA 0.34% 1,877,512 $405M $215.83 -$3M -69,983 -3.6%
30 DY 0.32% 1,324,938 $387M $291.76 $119M +229,579 +21.0%
31 WMT 0.32% 3,701,937 $382M $103.06 -$13M -335,436 -8.3%
32 FE 0.30% 7,846,205 $360M $45.82 $21M -561,727 -6.7%
33 BRK-B 0.30% 700,331 $352M $502.74 $260M +511,207 +270.3%
34 LPLA 0.29% 1,053,168 $350M $332.69 $318M +965,693 +1104.0%
35 LNG 0.29% 1,462,048 $344M $234.98 -$27M -57,566 -3.8%
36 INSM 0.28% 2,336,112 $336M $144.01 $123M +214,395 +10.1%
37 GM 0.28% 5,492,881 $335M $60.97 $187M +2,490,401 +82.9%
38 SRE 0.28% 3,707,402 $334M $89.98 $169M +1,535,118 +70.7%
39 PKG 0.28% 1,516,562 $331M $217.93 $242M +1,047,902 +223.6%
40 SPGI 0.27% 670,295 $326M $486.71 $302M +623,524 +1333.1%
41 CVX 0.26% 2,023,571 $314M $155.29 $248M +1,558,770 +335.4%
42 CAH 0.26% 1,984,424 $311M $156.96 $97M +706,689 +55.3%
43 CG 0.26% 4,930,069 $309M $62.70 $207M +2,938,161 +147.5%
44 ABC 0.26% 985,924 $308M $312.53 $130M +390,523 +65.6%
45 COST 0.26% 332,111 $307M $925.63 $150M +172,851 +108.5%
46 JHG 0.26% 6,851,082 $305M $44.51 $84M +1,154,481 +20.3%
47 B 0.25% 9,189,031 $301M $32.77 $217M +5,136,844 +126.8%
48 FIX 0.25% 358,685 $296M $825.18 $213M +203,136 +130.6%
49 IVZ 0.25% 12,867,923 $295M $22.94 $272M +11,407,394 +781.0%
50 COF 0.25% 1,384,546 $294M $212.58 $24M +115,117 +9.1%
51 JCI 0.25% 2,669,531 $294M $109.95 $10M -11,937 -0.5%
52 NEM 0.24% 3,452,090 $291M $84.31 $289M +3,421,617 +11228.4%
53 MCD 0.24% 946,113 $288M $303.89 $166M +528,964 +126.8%
54 MPC 0.24% 1,482,982 $286M $192.74 $262M +1,340,836 +943.3%
55 SOXX 0.24% 1,053,945 $286M $271.12 $238M +852,881 +424.2%
56 MUSA 0.24% 735,945 $286M $388.26 -$58M -109,848 -13.0%
57 ROST 0.24% 1,850,056 $282M $152.39 $241M +1,527,650 +473.8%
58 COOP 0.23% 1,316,053 $277M $210.79 $90M +57,490 +4.6%
59 USB 0.23% 5,711,688 $276M $48.33 $186M +3,723,032 +187.2%
60 PG 0.23% 1,778,260 $273M $153.65 $65M +470,921 +36.0%
61 LIN 0.23% 573,262 $272M $475.00 $48M +94,852 +19.8%
62 YNDX 0.23% 2,417,577 $271M $112.27 $248M +1,985,978 +460.1%
63 SYY 0.22% 3,242,147 $267M $82.34 $215M +2,555,992 +372.5%
64 ICE 0.22% 1,550,338 $261M $168.48 -$132M -590,244 -27.6%
65 ARGX 0.22% 347,518 $256M $737.56 $19M -82,326 -19.1%
66 APH 0.21% 2,064,803 $256M $123.75 $17M -352,152 -14.6%
67 STEP 0.21% 3,894,974 $254M $65.31 $10M -502,952 -11.4%
68 K 0.21% 3,077,390 $252M $82.02 $83M +946,559 +44.4%
69 ALNY 0.21% 549,931 $251M $456.00 $221M +459,486 +508.0%
70 HUBS 0.21% 535,472 $250M $467.80 $139M +335,879 +168.3%
71 LMT 0.21% 496,357 $248M $499.21 -$24M -90,383 -15.4%
72 C 0.21% 2,436,140 $247M $101.50 -$6M -535,742 -18.0%
73 CSX 0.21% 6,917,790 $246M $35.51 $110M +2,769,297 +66.8%
74 RJF 0.20% 1,406,856 $243M $172.60 $232M +1,334,567 +1846.2%
75 AMG 0.20% 1,017,113 $243M $238.43 -$66M -552,213 -35.2%
76 TMO 0.20% 497,091 $241M $485.02 $115M +186,092 +59.8%
77 HON 0.20% 1,140,740 $240M $210.50 $91M +498,752 +77.7%
78 FSLR 0.20% 1,076,982 $238M $220.53 $69M +61,681 +6.1%
79 TEL 0.20% 1,072,125 $235M $219.53 $138M +495,528 +85.9%
80 PEG 0.20% 2,818,415 $235M $83.46 $8M +125,021 +4.6%
81 DXCM 0.19% 3,431,265 $231M $67.29 $209M +3,179,954 +1265.3%
82 LLY 0.19% 300,257 $229M $763.00 -$216M -270,635 -47.4%
83 CNP 0.19% 5,848,751 $227M $38.80 $208M +5,332,548 +1033.0%
84 AXTA 0.19% 7,838,111 $224M $28.62 $184M +6,475,786 +475.4%
85 LRCX 0.19% 1,667,393 $223M $133.90 $35M -271,614 -14.0%
86 ARES 0.19% 1,379,342 $221M $159.89 $176M +1,123,931 +440.1%
87 SEE 0.18% 6,191,831 $219M $35.35 $139M +3,606,314 +139.5%
88 BITB 0.18% 3,503,039 $218M $62.22 $12M -12,659 -0.4%
89 QQQ 0.18% 362,257 $217M $600.37 $26M +14,419 +4.2%
90 CMA 0.18% 3,107,447 $213M $68.52 -$22M -823,649 -20.9%
91 IWM 0.18% 873,091 $211M $241.96 $195M +795,577 +1026.4%
92 XOM 0.18% 1,858,935 $210M $112.75 $116M +988,928 +113.7%
93 MMM 0.17% 1,317,353 $204M $155.18 $180M +1,155,924 +716.1%
94 ABNB 0.17% 1,668,008 $203M $121.42 $34M +393,265 +30.9%
95 NFLX 0.17% 168,562 $202M $1,198.92 -$16M +5,946 +3.7%
96 AMP 0.17% 410,619 $202M $491.25 $68M +160,907 +64.4%
97 NEE 0.17% 2,624,975 $198M $75.49 $167M +2,173,586 +481.5%
98 HOLX 0.17% 2,918,503 $197M $67.49 $134M +1,949,741 +201.3%
99 RTX 0.17% 1,176,806 $197M $167.33 $79M +370,781 +46.0%
100 AYI 0.17% 571,017 $197M $344.39 $111M +283,203 +98.4%

Options Breakdown

1,143 Calls $38.4B Call Value 929 Puts $68.7B Put Value 1.79 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 7,180,400 $4.3B
IWM 14,717,200 $3.6B
NVDA 8,196,400 $1.5B
MSFT 2,880,600 $1.5B
AAPL 5,325,300 $1.4B
TSLA 2,500,600 $1.1B
META 1,312,000 $964M
AMZN 4,169,400 $915M
EEM 11,414,500 $610M
AVGO 1,834,700 $605M

Top Puts

SymbolSharesValueStatus
IWM 30,335,500 $7.3B
NVDA 31,297,700 $5.8B
QQQ 6,850,200 $4.1B
MSFT 6,146,000 $3.2B
AMZN 10,910,600 $2.4B
AAPL 8,896,100 $2.3B
META 2,485,400 $1.8B
XLF 28,846,400 $1.6B
TSLA 3,487,500 $1.6B
HYG 18,584,400 $1.5B

New Positions

SymbolValue% Port
LCID $142M 0.12%
VCLT $94M 0.08%
KTOS $83M 0.07%
GKOS $74M 0.06%
PSKY $56M 0.05%
IGT $50M 0.04%
GPK $38M 0.03%
EWW $37M 0.03%
MP $36M 0.03%
TIC $30M 0.02%
CFR $30M 0.02%
INSP $26M 0.02%
AEVA $26M 0.02%
OMCL $26M 0.02%
XLRE $25M 0.02%

Sold Out Positions

SymbolValue% Port
JHX —%
MED —%
NPO —%
IGD —%
JBTM —%
PHI —%
RGR —%
FOA —%
NOG —%
RTO —%
ONIT —%
NOA —%
PINE —%
HL —%
DSX —%
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