Filed: 10/21/2025ACC: 0001114618-25-000004
📋 What this filing means
GATEWAY INVESTMENT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 525 equity positions with a total reported market value of $10.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
525
Positions
$10.35B
Total AUM (reported)
59.82M
Total Shares
Allocation by class
COM$8.29B80.1%
CL A$670.65M6.5%
CAP STK CL C$327.28M3.2%
CL B NEW$208.30M2.0%
COM NEW$181.15M1.8%
COM CL A$165.30M1.6%
CAP STK CL A$146.78M1.4%
Portfolio Concentration
Top 3$2.52B24.4%
4–10$2.09B20.2%
11–25$1.56B15.1%
Rest$4.17B40.3%
Top 3 weight
24.4%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 59.82M
Sole
Full voting authority
59.82M
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)
Sole525
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings525
Rows:
NVIDIA CORPORATION
SOLEShares5.41M
TypeSH
Market value$1.01B
9.76%
Sole
5.41M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.02M
TypeSH
Market value$768.93M
7.43%
Sole
3.02M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.44M
TypeSH
Market value$744.27M
7.19%
Sole
1.44M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.94M
TypeSH
Market value$425.60M
4.11%
Sole
1.94M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares573.68K
TypeSH
Market value$421.30M
4.07%
Sole
573.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.34M
TypeSH
Market value$327.28M
3.16%
Sole
1.34M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares821.99K
TypeSH
Market value$271.18M
2.62%
Sole
821.99K
Shared
0.00
None
0.00
TESLA INC
SOLEShares496.57K
TypeSH
Market value$220.83M
2.13%
Sole
496.57K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares695.42K
TypeSH
Market value$219.36M
2.12%
Sole
695.42K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares414.32K
TypeSH
Market value$208.30M
2.01%
Sole
414.32K
Shared
0.00
None
0.00
VISA INC
SOLEShares465.67K
TypeSH
Market value$158.97M
1.54%
Sole
465.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares603.78K
TypeSH
Market value$146.78M
1.42%
Sole
603.78K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares320.49K
TypeSH
Market value$129.86M
1.26%
Sole
320.49K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares157.50K
TypeSH
Market value$120.18M
1.16%
Sole
157.50K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares87.17K
TypeSH
Market value$104.51M
1.01%
Sole
87.17K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares534.67K
TypeSH
Market value$97.53M
0.94%
Sole
534.67K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares345.92K
TypeSH
Market value$97.29M
0.94%
Sole
345.92K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares839.04K
TypeSH
Market value$94.60M
0.91%
Sole
839.04K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares498.23K
TypeSH
Market value$92.38M
0.89%
Sole
498.23K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares547.57K
TypeSH
Market value$91.62M
0.89%
Sole
547.57K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.74M
TypeSH
Market value$89.54M
0.87%
Sole
1.74M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares561.84K
TypeSH
Market value$86.33M
0.83%
Sole
561.84K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares372.05K
TypeSH
Market value$86.14M
0.83%
Sole
372.05K
Shared
0.00
None
0.00
WALMART INC
SOLEShares807.38K
TypeSH
Market value$83.21M
0.80%
Sole
807.38K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares89.65K
TypeSH
Market value$82.98M
0.80%
Sole
89.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 5.41M | SH | $1.01B 9.76% | 5.41M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.02M | SH | $768.93M 7.43% | 3.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.44M | SH | $744.27M 7.19% | 1.44M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.94M | SH | $425.60M 4.11% | 1.94M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 573.68K | SH | $421.30M 4.07% | 573.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.34M | SH | $327.28M 3.16% | 1.34M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 821.99K | SH | $271.18M 2.62% | 821.99K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 496.57K | SH | $220.83M 2.13% | 496.57K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 695.42K | SH | $219.36M 2.12% | 695.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 414.32K | SH | $208.30M 2.01% | 414.32K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 465.67K | SH | $158.97M 1.54% | 465.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 603.78K | SH | $146.78M 1.42% | 603.78K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 320.49K | SH | $129.86M 1.26% | 320.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 157.50K | SH | $120.18M 1.16% | 157.50K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 87.17K | SH | $104.51M 1.01% | 87.17K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 534.67K | SH | $97.53M 0.94% | 534.67K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 345.92K | SH | $97.29M 0.94% | 345.92K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 839.04K | SH | $94.60M 0.91% | 839.04K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 498.23K | SH | $92.38M 0.89% | 498.23K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 547.57K | SH | $91.62M 0.89% | 547.57K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.74M | SH | $89.54M 0.87% | 1.74M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 561.84K | SH | $86.33M 0.83% | 561.84K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 372.05K | SH | $86.14M 0.83% | 372.05K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 807.38K | SH | $83.21M 0.80% | 807.38K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 89.65K | SH | $82.98M 0.80% | 89.65K | 0.00 | 0.00 |
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