Filed: 5/7/2026ACC: 0001133639-26-000002
📋 What this filing means
NEW YORK LIFE INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 781 equity positions with a total reported market value of $11.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
781
Positions
$11.82B
Total AUM (reported)
144.91M
Total Shares
Allocation by class
COM$6.78B57.4%
CL A$466.46M3.9%
COM NEW$291.41M2.5%
CANDRIAM US MID$271.18M2.3%
NYLI MACKAY CORE$270.33M2.3%
CAP STK CL A$266.20M2.3%
CANDRIAM US LRG$251.76M2.1%
Portfolio Concentration
Top 3$1.61B13.6%
4–10$1.78B15.1%
11–25$2.06B17.5%
Rest$6.37B53.9%
Top 3 weight
13.6%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 144.91M
Sole
Full voting authority
144.91M
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)
Sole781
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings781
Rows:
NVIDIA CORPORATION
SOLEShares3.55M
TypeSH
Market value$618.82M
5.24%
Sole
3.55M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.26M
TypeSH
Market value$573.91M
4.86%
Sole
2.26M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.12M
TypeSH
Market value$415.70M
3.52%
Sole
1.12M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.47M
TypeSH
Market value$306.16M
2.59%
Sole
1.47M
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares7.81M
TypeSH
Market value$271.18M
2.29%
Sole
7.81M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares12.89M
TypeSH
Market value$270.33M
2.29%
Sole
12.89M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares925.72K
TypeSH
Market value$266.20M
2.25%
Sole
925.72K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares4.92M
TypeSH
Market value$251.76M
2.13%
Sole
4.92M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares691.08K
TypeSH
Market value$213.90M
1.81%
Sole
691.08K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares5.42M
TypeSH
Market value$201.47M
1.70%
Sole
5.42M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares696.52K
TypeSH
Market value$199.80M
1.69%
Sole
696.52K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares319.71K
TypeSH
Market value$182.91M
1.55%
Sole
319.71K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares5.13M
TypeSH
Market value$180.84M
1.53%
Sole
5.13M
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares744.34K
TypeSH
Market value$175.93M
1.49%
Sole
744.34K
Shared
0.00
None
0.00
TESLA INC
SOLEShares419.68K
TypeSH
Market value$156.02M
1.32%
Sole
419.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.05M
TypeSH
Market value$155.18M
1.31%
Sole
3.05M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares2.28M
TypeSH
Market value$133.69M
1.13%
Sole
2.28M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares4.78M
TypeSH
Market value$122.60M
1.04%
Sole
4.78M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares253.83K
TypeSH
Market value$121.64M
1.03%
Sole
253.83K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares4.33M
TypeSH
Market value$111.04M
0.94%
Sole
4.33M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares120.08K
TypeSH
Market value$110.44M
0.93%
Sole
120.08K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares374.64K
TypeSH
Market value$110.20M
0.93%
Sole
374.64K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares3.12M
TypeSH
Market value$104.65M
0.89%
Sole
3.12M
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares2.09M
TypeSH
Market value$99.75M
0.84%
Sole
2.09M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares580.27K
TypeSH
Market value$98.45M
0.83%
Sole
580.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.55M | SH | $618.82M 5.24% | 3.55M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.26M | SH | $573.91M 4.86% | 2.26M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.12M | SH | $415.70M 3.52% | 1.12M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.47M | SH | $306.16M 2.59% | 1.47M | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US MID | 7.81M | SH | $271.18M 2.29% | 7.81M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY CORE | 12.89M | SH | $270.33M 2.29% | 12.89M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 925.72K | SH | $266.20M 2.25% | 925.72K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | CANDRIAM US LRG | 4.92M | SH | $251.76M 2.13% | 4.92M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 691.08K | SH | $213.90M 1.81% | 691.08K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI US LC R&D L | 5.42M | SH | $201.47M 1.70% | 5.42M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 696.52K | SH | $199.80M 1.69% | 696.52K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 319.71K | SH | $182.91M 1.55% | 319.71K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI CANDRIAM IN | 5.13M | SH | $180.84M 1.53% | 5.13M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 744.34K | SH | $175.93M 1.49% | 744.34K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 419.68K | SH | $156.02M 1.32% | 419.68K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 3.05M | SH | $155.18M 1.31% | 3.05M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 2.28M | SH | $133.69M 1.13% | 2.28M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY SECU | 4.78M | SH | $122.60M 1.04% | 4.78M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 253.83K | SH | $121.64M 1.03% | 253.83K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY HIGH | 4.33M | SH | $111.04M 0.94% | 4.33M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 120.08K | SH | $110.44M 0.93% | 120.08K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 374.64K | SH | $110.20M 0.93% | 374.64K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI FTSE INTERN | 3.12M | SH | $104.65M 0.89% | 3.12M | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI WINSLOW LAR | 2.09M | SH | $99.75M 0.84% | 2.09M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 580.27K | SH | $98.45M 0.83% | 580.27K | 0.00 | 0.00 |
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