Filed: 4/16/2025ACC: 0001140361-25-014113
📋 What this filing means
FARMERS & MERCHANTS INVESTMENTS INC filed this quarterly 13F‑HR report disclosing 1747 equity positions with a total reported market value of $3.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1747
Positions
$3.15B
Total AUM (reported)
28.85M
Total Shares
Allocation by class
COM$1.63B51.9%
CL A$247.12M7.8%
CORE S&P500 ETF$216.04M6.9%
VAN FTSE DEV MKT$155.78M4.9%
CORE S&P SCP ETF$108.53M3.4%
CORE S&P MCP ETF$93.08M3.0%
FTSE EMR MKT ETF$72.48M2.3%
Portfolio Concentration
Top 3$505.47M16.1%
4–10$584.39M18.6%
11–25$511.17M16.2%
Rest$1.55B49.1%
Top 3 weight
16.1%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 28.85M
Sole
Full voting authority
28.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1747
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1747
Rows:
iShares S&P 500 Index Fund
SOLEShares384.49K
TypeSH
Market value$216.04M
6.86%
Sole
384.49K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares3.06M
TypeSH
Market value$155.78M
4.95%
Sole
3.06M
Shared
0.00
None
0.00
Nelnet, Inc.
SOLEShares1.20M
TypeSH
Market value$133.65M
4.25%
Sole
1.20M
Shared
0.00
None
0.00
iShares S&P Small Cap 600 Index ETF
SOLEShares1.04M
TypeSH
Market value$108.53M
3.45%
Sole
1.04M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares272.98K
TypeSH
Market value$102.47M
3.26%
Sole
272.98K
Shared
0.00
None
0.00
Apple Inc
SOLEShares451.28K
TypeSH
Market value$100.24M
3.18%
Sole
451.28K
Shared
0.00
None
0.00
iShares S&P Midcap 400
SOLEShares1.60M
TypeSH
Market value$93.08M
2.96%
Sole
1.60M
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares1.60M
TypeSH
Market value$72.48M
2.30%
Sole
1.60M
Shared
0.00
None
0.00
Vanguard Total Bond Market ETF
SOLEShares740.36K
TypeSH
Market value$54.38M
1.73%
Sole
740.36K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl B New
SOLEShares99.89K
TypeSH
Market value$53.20M
1.69%
Sole
99.89K
Shared
0.00
None
0.00
iShares 0-5 Yr Inv Grd Corp Bond ETF
SOLEShares1.03M
TypeSH
Market value$51.85M
1.65%
Sole
1.03M
Shared
0.00
None
0.00
Walmart, Inc
SOLEShares460.36K
TypeSH
Market value$40.41M
1.28%
Sole
460.36K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares164.37K
TypeSH
Market value$40.32M
1.28%
Sole
164.37K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares239.50K
TypeSH
Market value$40.10M
1.27%
Sole
239.50K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares47.22K
TypeSH
Market value$39.00M
1.24%
Sole
47.22K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl A
SOLEShares46.00
TypeSH
Market value$36.73M
1.17%
Sole
46.00
Shared
0.00
None
0.00
Oracle Corp
SOLEShares231K
TypeSH
Market value$32.30M
1.03%
Sole
231K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares61.44K
TypeSH
Market value$32.18M
1.02%
Sole
61.44K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares269.82K
TypeSH
Market value$32.09M
1.02%
Sole
269.82K
Shared
0.00
None
0.00
Lowe's Companies, Inc
SOLEShares128.79K
TypeSH
Market value$30.04M
0.95%
Sole
128.79K
Shared
0.00
None
0.00
Wesco International Inc
SOLEShares189.91K
TypeSH
Market value$29.49M
0.94%
Sole
189.91K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares178.35K
TypeSH
Market value$27.58M
0.88%
Sole
178.35K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares162.38K
TypeSH
Market value$26.93M
0.86%
Sole
162.38K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares74.53K
TypeSH
Market value$26.12M
0.83%
Sole
74.53K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares173.65K
TypeSH
Market value$26.04M
0.83%
Sole
173.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares S&P 500 Index FundSOLE | CORE S&P500 ETF | 384.49K | SH | $216.04M 6.86% | 384.49K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 3.06M | SH | $155.78M 4.95% | 3.06M | 0.00 | 0.00 |
Nelnet, Inc.SOLE | CL A | 1.20M | SH | $133.65M 4.25% | 1.20M | 0.00 | 0.00 |
iShares S&P Small Cap 600 Index ETFSOLE | CORE S&P SCP ETF | 1.04M | SH | $108.53M 3.45% | 1.04M | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 272.98K | SH | $102.47M 3.26% | 272.98K | 0.00 | 0.00 |
Apple IncSOLE | COM | 451.28K | SH | $100.24M 3.18% | 451.28K | 0.00 | 0.00 |
iShares S&P Midcap 400SOLE | CORE S&P MCP ETF | 1.60M | SH | $93.08M 2.96% | 1.60M | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 1.60M | SH | $72.48M 2.30% | 1.60M | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | TOTAL BND MRKT | 740.36K | SH | $54.38M 1.73% | 740.36K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl B NewSOLE | CL B NEW | 99.89K | SH | $53.20M 1.69% | 99.89K | 0.00 | 0.00 |
iShares 0-5 Yr Inv Grd Corp Bond ETFSOLE | 0-5YR INVT GR CP | 1.03M | SH | $51.85M 1.65% | 1.03M | 0.00 | 0.00 |
Walmart, IncSOLE | COM | 460.36K | SH | $40.41M 1.28% | 460.36K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | COM | 164.37K | SH | $40.32M 1.28% | 164.37K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 239.50K | SH | $40.10M 1.27% | 239.50K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 47.22K | SH | $39.00M 1.24% | 47.22K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl ASOLE | CL A | 46.00 | SH | $36.73M 1.17% | 46.00 | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 231K | SH | $32.30M 1.03% | 231K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 61.44K | SH | $32.18M 1.02% | 61.44K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 269.82K | SH | $32.09M 1.02% | 269.82K | 0.00 | 0.00 |
Lowe's Companies, IncSOLE | COM | 128.79K | SH | $30.04M 0.95% | 128.79K | 0.00 | 0.00 |
Wesco International IncSOLE | COM | 189.91K | SH | $29.49M 0.94% | 189.91K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 178.35K | SH | $27.58M 0.88% | 178.35K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 162.38K | SH | $26.93M 0.86% | 162.38K | 0.00 | 0.00 |
Visa Inc.SOLE | COM CL A | 74.53K | SH | $26.12M 0.83% | 74.53K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 173.65K | SH | $26.04M 0.83% | 173.65K | 0.00 | 0.00 |
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