DOSSIER · 13F-HR · Q2 2026

MANNING & NAPIER ADVISORS LLC

$7.8B in tracked AUM across 865 positions as of Q2 2026.

M&
CIK 0000062039 · last filed Jun 30, 2026
Total AUM
$7.8B
as of Q2 2026
Holdings
865
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Based on the SEC 13F filing data for Manning & Napier Advisors LLC as of September 30, 2025, here is a comprehensive financial analysis.

1. Portfolio Overview

Manning & Napier’s reported portfolio underwent a dramatic transformation during the quarter ending September 30, 2025. The total assets under management (AUM) in this filing plummeted by 53.7%, declining from $8.39 billion to $3.88 billion. While a portion of this reduction is attributable to market movements, the sheer magnitud...

The portfolio structure shifted from a likely broader strategy to a more concentrated list of 207 holdings. The activity level was exceptionally high, characterized by a "churn" strategy: the firm executed 29 new positions and completely exited 29 positions, with zero holdings remaining unchanged. This indicates a substantial tactical reallocation rather than marginal adjustments.

2. Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$368M1.8M4.7%
02
MSFT
MICROSOFT CORP
$329M882K4.2%
03
TSM
TAIWAN SEMICONDUCTOR - SP ADR
$281M589K3.6%
04
AMZN
AMAZON.COM INC
$244M1.0M3.1%
05
MA
MASTERCARD INC-CLASS A
$228M443K2.9%
06
GOOGL
ALPHABET INC-CL A
$225M628K2.9%
07
V
VISA INC - CLASS A SHARES
$211M616K2.7%
08
VGIT
VANGUARD INTERMEDIATE -TERM T
$198M3.4M2.5%
09
META
META PLATFORMS INC
$196M349K2.5%
10
UPS
UNITED PARCEL SERVICE
$192M1.8M2.5%

Filing history

2026Q2Jun 30
$7.8B 10.0%
865 positionsView →
2026Q1Mar 31
$7.1B 7.9%
616 positionsView →
2025Q4Dec 31
$7.7B 98.4%
552 positionsView →
2025Q3Sep 30
$3.9B 53.7%
207 positionsView →
2025Q2Jun 30
$8.4B 3.6%
304 positionsLocked
2025Q1Mar 31
$8.1B 7.5%
287 positionsLocked
2024Q4Dec 31
$8.8B 3.6%
273 positionsLocked
2024Q3Sep 30
$9.1B 2.7%
292 positionsLocked
2024Q2Jun 30
$8.9B 24.1%
272 positionsLocked
2017Q3Sep 30
$11.7B 0.4%
782 positionsLocked
2017Q2Jun 30
$11.6B 9.8%
769 positionsLocked
2017Q1Mar 31
$12.9B 15.6%
809 positionsLocked
Showing 12 of 80