Filed: 8/12/2026ACC: 0000315032-26-000004
📋 What this filing means
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $146.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$146.14B
Total AUM (reported)
986.54M
Total Shares
Allocation by class
COM$120.79B82.7%
COM NEW$6.71B4.6%
N Y REGISTRY SHS$5.49B3.8%
CAP STK CL A$3.85B2.6%
CL A$2.33B1.6%
COM SHS$1.11B0.8%
SPONSORED ADR$1.05B0.7%
Portfolio Concentration
Top 3$36.38B24.9%
4–10$36.13B24.7%
11–25$40.09B27.4%
Rest$33.54B23.0%
Top 3 weight
24.9%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 986.54M
Sole
Full voting authority
986.54M
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)
Sole75
Shared0
Other32
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:
CATERPILLAR INC
SOLEShares14.51M
TypeSH
Market value$15.45B
10.57%
Sole
14.51M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares10.76M
TypeSH
Market value$12.90B
8.83%
Sole
10.76M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares31.59M
TypeSH
Market value$8.02B
5.49%
Sole
31.59M
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.36M
TypeSH
Market value$6.76B
4.63%
Sole
23.36M
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares21.03M
TypeSH
Market value$5.69B
3.89%
Sole
21.03M
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares2.76M
TypeSH
Market value$5.49B
3.75%
Sole
2.76M
Shared
0.00
None
0.00
NUCOR CORP
SOLEShares24.21M
TypeSH
Market value$5.39B
3.69%
Sole
24.21M
Shared
0.00
None
0.00
WALMART INC
SOLEShares38.99M
TypeSH
Market value$4.42B
3.02%
Sole
38.99M
Shared
0.00
None
0.00
KLA CORP
SOLEShares13.97M
TypeSH
Market value$4.21B
2.88%
Sole
13.97M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares30.52M
TypeSH
Market value$4.17B
2.86%
Sole
30.52M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.36M
TypeSH
Market value$3.86B
2.64%
Sole
10.36M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.78M
TypeSH
Market value$3.85B
2.64%
Sole
10.78M
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
DFNDShares46.80M
TypeSH
Market value$3.58B
2.45%
Sole
46.80M
Shared
0.00
None
0.00
AIR PRODUCTS AND CHEMICALS I
DFNDShares11.84M
TypeSH
Market value$3.47B
2.38%
Sole
11.84M
Shared
0.00
None
0.00
CORNING INC
SOLEShares13.23M
TypeSH
Market value$3.38B
2.31%
Sole
13.23M
Shared
0.00
None
0.00
INTEL CORP
SOLEShares24.06M
TypeSH
Market value$3.36B
2.30%
Sole
24.06M
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares39.76M
TypeSH
Market value$3.29B
2.25%
Sole
39.76M
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares9.52M
TypeSH
Market value$2.81B
1.92%
Sole
9.52M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares15.80M
TypeSH
Market value$2.32B
1.59%
Sole
15.80M
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares13.33M
TypeSH
Market value$2.21B
1.51%
Sole
13.33M
Shared
0.00
None
0.00
DEERE & CO
SOLEShares2.80M
TypeSH
Market value$1.78B
1.22%
Sole
2.80M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares13.79M
TypeSH
Market value$1.77B
1.21%
Sole
13.79M
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares5.89M
TypeSH
Market value$1.48B
1.01%
Sole
5.89M
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares18.23M
TypeSH
Market value$1.48B
1.01%
Sole
18.23M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares3.88M
TypeSH
Market value$1.45B
0.99%
Sole
3.88M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INCSOLE | COM | 14.51M | SH | $15.45B 10.57% | 14.51M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 10.76M | SH | $12.90B 8.83% | 10.76M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 31.59M | SH | $8.02B 5.49% | 31.59M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.36M | SH | $6.76B 4.63% | 23.36M | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 21.03M | SH | $5.69B 3.89% | 21.03M | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.76M | SH | $5.49B 3.75% | 2.76M | 0.00 | 0.00 |
NUCOR CORPSOLE | COM | 24.21M | SH | $5.39B 3.69% | 24.21M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 38.99M | SH | $4.42B 3.02% | 38.99M | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 13.97M | SH | $4.21B 2.88% | 13.97M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 30.52M | SH | $4.17B 2.86% | 30.52M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.36M | SH | $3.86B 2.64% | 10.36M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.78M | SH | $3.85B 2.64% | 10.78M | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND CODFND | COM | 46.80M | SH | $3.58B 2.45% | 46.80M | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS IDFND | COM | 11.84M | SH | $3.47B 2.38% | 11.84M | 0.00 | 0.00 |
CORNING INCSOLE | COM | 13.23M | SH | $3.38B 2.31% | 13.23M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 24.06M | SH | $3.36B 2.30% | 24.06M | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 39.76M | SH | $3.29B 2.25% | 39.76M | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 9.52M | SH | $2.81B 1.92% | 9.52M | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 15.80M | SH | $2.32B 1.59% | 15.80M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 13.33M | SH | $2.21B 1.51% | 13.33M | 0.00 | 0.00 |
DEERE & COSOLE | COM | 2.80M | SH | $1.78B 1.22% | 2.80M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 13.79M | SH | $1.77B 1.21% | 13.79M | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 5.89M | SH | $1.48B 1.01% | 5.89M | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 18.23M | SH | $1.48B 1.01% | 18.23M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 3.88M | SH | $1.45B 0.99% | 3.88M | 0.00 | 0.00 |
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