Filed: 8/1/2025ACC: 0001085146-25-004443
📋 What this filing means
NEW YORK LIFE INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 798 equity positions with a total reported market value of $10.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
798
Positions
$10.68B
Total AUM (reported)
132.69M
Total Shares
Allocation by class
COM$6.28B58.8%
CL A$513.02M4.8%
NYLI MACKAY CORE$277.33M2.6%
CANDRIAM US LRG$234.65M2.2%
COM NEW$227.33M2.1%
CANDRIAM US MID$205.57M1.9%
NYLI CANDRIAM IN$165.19M1.5%
Portfolio Concentration
Top 3$1.52B14.2%
4–10$1.56B14.6%
11–25$1.65B15.5%
Rest$5.95B55.7%
Top 3 weight
14.2%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 132.69M
Sole
Full voting authority
132.69M
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)
Sole798
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings798
Rows:
MICROSOFT CORP
SOLEShares1.08M
TypeSH
Market value$539.24M
5.05%
Sole
1.08M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.32M
TypeSH
Market value$524.44M
4.91%
Sole
3.32M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.20M
TypeSH
Market value$452.27M
4.23%
Sole
2.20M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.29M
TypeSH
Market value$283.04M
2.65%
Sole
1.29M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares13.01M
TypeSH
Market value$277.33M
2.60%
Sole
13.01M
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares4.73M
TypeSH
Market value$234.65M
2.20%
Sole
4.73M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares296.55K
TypeSH
Market value$218.88M
2.05%
Sole
296.55K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares6.38M
TypeSH
Market value$205.57M
1.92%
Sole
6.38M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares639.94K
TypeSH
Market value$176.40M
1.65%
Sole
639.94K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares4.98M
TypeSH
Market value$165.19M
1.55%
Sole
4.98M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares850.98K
TypeSH
Market value$149.97M
1.40%
Sole
850.98K
Shared
0.00
None
0.00
TESLA INC
SOLEShares420.08K
TypeSH
Market value$133.44M
1.25%
Sole
420.08K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares576.61K
TypeSH
Market value$129.69M
1.21%
Sole
576.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.47M
TypeSH
Market value$126.06M
1.18%
Sole
2.47M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares4.73M
TypeSH
Market value$123.64M
1.16%
Sole
4.73M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares684.78K
TypeSH
Market value$121.47M
1.14%
Sole
684.78K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares248.47K
TypeSH
Market value$120.70M
1.13%
Sole
248.47K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares2.20M
TypeSH
Market value$113.96M
1.07%
Sole
2.20M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares378.05K
TypeSH
Market value$109.60M
1.03%
Sole
378.05K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares3.51M
TypeSH
Market value$103.31M
0.97%
Sole
3.51M
Shared
0.00
None
0.00
VISA INC
SOLEShares256.32K
TypeSH
Market value$91.01M
0.85%
Sole
256.32K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares1.53M
TypeSH
Market value$90.17M
0.84%
Sole
1.53M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares107.96K
TypeSH
Market value$84.16M
0.79%
Sole
107.96K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares57.95K
TypeSH
Market value$77.60M
0.73%
Sole
57.95K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.36M
TypeSH
Market value$77.38M
0.72%
Sole
1.36M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.08M | SH | $539.24M 5.05% | 1.08M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.32M | SH | $524.44M 4.91% | 3.32M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.20M | SH | $452.27M 4.23% | 2.20M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.29M | SH | $283.04M 2.65% | 1.29M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY CORE | 13.01M | SH | $277.33M 2.60% | 13.01M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US LRG | 4.73M | SH | $234.65M 2.20% | 4.73M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 296.55K | SH | $218.88M 2.05% | 296.55K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US MID | 6.38M | SH | $205.57M 1.92% | 6.38M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 639.94K | SH | $176.40M 1.65% | 639.94K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI CANDRIAM IN | 4.98M | SH | $165.19M 1.55% | 4.98M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 850.98K | SH | $149.97M 1.40% | 850.98K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 420.08K | SH | $133.44M 1.25% | 420.08K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 576.61K | SH | $129.69M 1.21% | 576.61K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 2.47M | SH | $126.06M 1.18% | 2.47M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY SECU | 4.73M | SH | $123.64M 1.16% | 4.73M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 684.78K | SH | $121.47M 1.14% | 684.78K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 248.47K | SH | $120.70M 1.13% | 248.47K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI WINSLOW LAR | 2.20M | SH | $113.96M 1.07% | 2.20M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 378.05K | SH | $109.60M 1.03% | 378.05K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI FTSE INTERN | 3.51M | SH | $103.31M 0.97% | 3.51M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 256.32K | SH | $91.01M 0.85% | 256.32K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.53M | SH | $90.17M 0.84% | 1.53M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 107.96K | SH | $84.16M 0.79% | 107.96K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 57.95K | SH | $77.60M 0.73% | 57.95K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.36M | SH | $77.38M 0.72% | 1.36M | 0.00 | 0.00 |
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