13F Insight
DOSSIER · 13F-HR · Q3 2026

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

$14.5B in tracked AUM across 792 positions as of Q3 2026.

NY
CIK 0001133639 · last filed Sep 30, 2026
Total AUM
$14.5B
as of Q3 2026
Holdings
792
+12 QoQ
positions
Whale Score
66
66
tracked
Activity
839
+65 new, −53 sold
changes this Q
AI Analysis · Q3 2026

NEW YORK LIFE INVESTMENT MANAGEMENT LLC filed its latest 13F-HR for Q3 2026. 839 position changes this quarter — 65 new, 53 exited, 407 added, 314 trimmed.

Quarter at a glance — Q3 2026

839 material changes this filing.

TRIM
MSFTMICROSOFT CORP
-27K sh
+$149M
4.0%
ADD
VGSHVANGUARD SCOTTSDALE FDS
+2.4M sh
+$138M
1.6%
ADD
NVDANVIDIA CORPORATION
+68K sh
+$118M
5.8%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+572K sh
+$93M
0.6%
TRIM
AAPLAPPLE INC
-52K sh
+$84M
5.2%
EXIT
XOMEXXON MOBIL CORP
-577K sh
$-79M
—
ADD
LRNDNYLIM ETF TR
+863K sh
+$73M
3.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$847M3.7M5.8%02
AAPL
APPLE INC
$755M2.3M5.2%03
MSFT
MICROSOFT CORP
$583M1.1M4.0%04
LRND
NYLIM ETF TR
$452M9.5M3.1%05
AMZN
AMAZON COM INC
$377M1.5M2.6%06
GOOGL
ALPHABET INC
$357M1.0M2.5%07
IQSM
NYLIM ETF TR
$352M9.2M2.4%08
IQSU
NYLIM ETF TR
$308M4.9M2.1%09
CPLB
NYLIM ACTIVE ETF TR
$268M13.4M1.8%10
AVGO
BROADCOM INC
$252M719K1.7%

Filing history

2026Q3Sep 30
$14.5B▲ 1.4%
792 positionsView →2026Q2Jun 30
$14.3B▲ 21.1%
788 positionsView →2026Q1Mar 31
$11.8B▲ 1.9%
781 positionsView →2025Q4Dec 31
$11.6B▲ 2.0%
766 positionsView →2025Q3Sep 30
$11.4B▲ 6.5%
804 positionsLocked2025Q2Jun 30
$10.7B▲ 8.8%
798 positionsLocked2025Q1Mar 31
$9.8B▼ 4.1%
818 positionsLocked2024Q4Dec 31
$10.2B▼ 0.4%
819 positionsLocked2024Q3Sep 30
$10.3B▲ 3.4%
845 positionsLocked2024Q2Jun 30
$9.9B▼ 1.0%
1,399 positionsLocked2024Q1Mar 31
$10.0B▲ 2.9%
1,875 positionsLocked2023Q4Dec 31
$9.8B▲ 5.5%
1,840 positionsLocked
Showing 12 of 48