Filed: 5/8/2025ACC: 0001085146-25-002757
📋 What this filing means
NEW YORK LIFE INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 818 equity positions with a total reported market value of $9.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
818
Positions
$9.82B
Total AUM (reported)
132.55M
Total Shares
Allocation by class
COM$5.67B57.8%
CL A$422.58M4.3%
NYLI MACKAY CORE$273.20M2.8%
CANDRIAM US LRG$241.34M2.5%
COM NEW$208.88M2.1%
CANDRIAM US MID$199.83M2.0%
NYLI CANDRIAM IN$161.82M1.6%
Portfolio Concentration
Top 3$1.24B12.7%
4–10$1.45B14.8%
11–25$1.52B15.5%
Rest$5.60B57.0%
Top 3 weight
12.7%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 132.55M
Sole
Full voting authority
132.55M
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)
Sole818
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings818
Rows:
APPLE INC
SOLEShares2.16M
TypeSH
Market value$480.64M
4.90%
Sole
2.16M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.09M
TypeSH
Market value$407.64M
4.15%
Sole
1.09M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.28M
TypeSH
Market value$355.25M
3.62%
Sole
3.28M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares12.86M
TypeSH
Market value$273.20M
2.78%
Sole
12.86M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.36M
TypeSH
Market value$257.84M
2.63%
Sole
1.36M
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares5.32M
TypeSH
Market value$241.34M
2.46%
Sole
5.32M
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares6.54M
TypeSH
Market value$199.83M
2.04%
Sole
6.54M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares294.24K
TypeSH
Market value$169.59M
1.73%
Sole
294.24K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares5.36M
TypeSH
Market value$161.82M
1.65%
Sole
5.36M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.93M
TypeSH
Market value$149.80M
1.53%
Sole
2.93M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares844.81K
TypeSH
Market value$130.64M
1.33%
Sole
844.81K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares244.23K
TypeSH
Market value$130.07M
1.33%
Sole
244.23K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares4.64M
TypeSH
Market value$121.20M
1.23%
Sole
4.64M
Shared
0.00
None
0.00
TESLA INC
SOLEShares414.79K
TypeSH
Market value$107.50M
1.10%
Sole
414.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares681.52K
TypeSH
Market value$106.47M
1.08%
Sole
681.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares627.55K
TypeSH
Market value$105.07M
1.07%
Sole
627.55K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares3.69M
TypeSH
Market value$101.45M
1.03%
Sole
3.69M
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares499.88K
TypeSH
Market value$100.66M
1.03%
Sole
499.88K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares2.31M
TypeSH
Market value$99.36M
1.01%
Sole
2.31M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.28M
TypeSH
Market value$96.88M
0.99%
Sole
1.28M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares374.02K
TypeSH
Market value$91.75M
0.93%
Sole
374.02K
Shared
0.00
None
0.00
VISA INC
SOLEShares254.96K
TypeSH
Market value$89.35M
0.91%
Sole
254.96K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares106.23K
TypeSH
Market value$87.73M
0.89%
Sole
106.23K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares1.44M
TypeSH
Market value$84.60M
0.86%
Sole
1.44M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares582.53K
TypeSH
Market value$69.28M
0.71%
Sole
582.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 2.16M | SH | $480.64M 4.90% | 2.16M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.09M | SH | $407.64M 4.15% | 1.09M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.28M | SH | $355.25M 3.62% | 3.28M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY CORE | 12.86M | SH | $273.20M 2.78% | 12.86M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.36M | SH | $257.84M 2.63% | 1.36M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US LRG | 5.32M | SH | $241.34M 2.46% | 5.32M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US MID | 6.54M | SH | $199.83M 2.04% | 6.54M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 294.24K | SH | $169.59M 1.73% | 294.24K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI CANDRIAM IN | 5.36M | SH | $161.82M 1.65% | 5.36M | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 2.93M | SH | $149.80M 1.53% | 2.93M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 844.81K | SH | $130.64M 1.33% | 844.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 244.23K | SH | $130.07M 1.33% | 244.23K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY SECU | 4.64M | SH | $121.20M 1.23% | 4.64M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 414.79K | SH | $107.50M 1.10% | 414.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 681.52K | SH | $106.47M 1.08% | 681.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 627.55K | SH | $105.07M 1.07% | 627.55K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI FTSE INTERN | 3.69M | SH | $101.45M 1.03% | 3.69M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 499.88K | SH | $100.66M 1.03% | 499.88K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI WINSLOW LAR | 2.31M | SH | $99.36M 1.01% | 2.31M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.28M | SH | $96.88M 0.99% | 1.28M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 374.02K | SH | $91.75M 0.93% | 374.02K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 254.96K | SH | $89.35M 0.91% | 254.96K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 106.23K | SH | $87.73M 0.89% | 106.23K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.44M | SH | $84.60M 0.86% | 1.44M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 582.53K | SH | $69.28M 0.71% | 582.53K | 0.00 | 0.00 |
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