MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,513,677
- Description
- New York New York based relationship driven wealth allocation platform with an independent advisory structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through risk adjusted decision framing and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 1,362 | 9,513,677 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q3 2025 | 10/31/2025 | 1,351 | 9,483,936 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2025 | 7/29/2025 | 1,375 | 9,279,991 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2025 | 5/9/2025 | 1,412 | 8,684,661 | 13F-HR/A - RESTATEMENT | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2025 | 5/1/2025 | 1,412 | 8,685,193 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q4 2024 | 2/5/2025 | 1,438 | 9,310,298 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q3 2024 | 11/6/2024 | 1,447 | 9,500,283 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2024 | 8/9/2024 | 1,452 | 9,149,870 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2024 | 5/2/2024 | 1,464 | 9,294,992 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q4 2023 | 1/26/2024 | 1,458 | 8,682,783 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q3 2023 | 11/9/2023 | 1,439 | 8,111,936 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2023 | 8/11/2023 | 1,467 | 8,802,882 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2023 | 5/4/2023 | 1,460 | 8,416,907 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q4 2022 | 2/10/2023 | 1,453 | 8,032,542 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q3 2022 | 11/8/2022 | 1,631 | 7,405,307 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2022 | 8/10/2022 | 1,627 | 7,805,248 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2022 | 5/2/2022 | 1,636 | 9,396,828 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q4 2021 | 2/3/2022 | 1,644 | 9,876,032 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q3 2021 | 11/10/2021 | 1,652 | 10,085,913 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2021 | 8/6/2021 | 1,669 | 10,136,339 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2021 | 5/13/2021 | 1,671 | 9,545,922 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q4 2020 | 2/12/2021 | 1,669 | 8,811,857 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q3 2020 | 11/13/2020 | 1,669 | 7,485,117 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2020 | 8/6/2020 | 1,678 | 7,077,127 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2020 | 5/11/2020 | 1,692 | 5,975,101 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q4 2019 | 2/11/2020 | 1,692 | 7,844,647 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q2 2014 | 8/7/2014 | 1,258 | 4,265,245 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| Q1 2014 | 5/9/2014 | 1,254 | 4,135,296 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP |
| Q4 2013 | 2/5/2014 | 1,230 | 4,089,933 | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.276 M | 97.5% | 12.77 K | 0 | 12.77 K |
| ETFs | 226.3 K | 2.4% | 16.11 K | 0 | 16.11 K |
| Other | 11.88 K | 0.1% | 863 | 0 | 863 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
9,513,677
Holdings
1362
QoQ value change ($000)
29,741
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.