NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
790
Total value ($000)
$14,521,084
Net value change ($000)
+203,895 (1.4%)
New positions
65
Sold out positions
53
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 148,721 34.3%
VGSH 137,939 155.3%
NVDA 118,488 16.3%
XOM 93,071 NEW
AAPL 84,032 12.5%
LRND 73,100 19.3%
META 56,624 30.4%
JEPI 34,931 1541.5%
PLTR 30,926 82.8%
VO 30,244 54.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -78,938 -100.0%
MMSD -51,297 -51.2%
IWFG -45,206 -48.5%
SCHA -39,003 -63.7%
MMCA -37,810 -53.0%
SECR -31,432 -17.7%
MTUM -28,318 -45.4%
TSLA -27,703 -15.5%
MMMA -27,072 -53.4%
AMAT -25,882 -27.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type