NISA INVESTMENT ADVISORS, LLC

All 13F Filings

Location
St. Louis, MO
Most recent 13F
Q4 2025
Holdings value ($000)
30,293,749
Description
St. Louis Missouri based relationship driven wealth allocation platform with a manager led operating structure and a research first and risk aware investment mandate. The approach emphasizes planning integrated mandate design, fundamental research depth, and valuation discipline and downside awareness for planning centered advisory portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through governance continuity discipline and portfolio discipline.
Founded
1994
Chairman
CEO
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 1/15/2026 2,962 30,293,749 13F-HR NISA INVESTMENT ADVISORS, LLC
Q3 2025 10/23/2025 2,979 25,910,866 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2025 7/31/2025 3,040 22,175,711 13F-HR NISA INVESTMENT ADVISORS, LLC
Q1 2025 4/30/2025 2,981 19,996,475 13F-HR NISA INVESTMENT ADVISORS, LLC
Q4 2024 1/17/2025 3,006 25,785,799 13F-HR NISA INVESTMENT ADVISORS, LLC
Q3 2024 10/24/2024 2,959 16,894,507 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2024 7/19/2024 2,938 15,902,843 13F-HR NISA INVESTMENT ADVISORS, LLC
Q1 2024 5/2/2024 2,798 15,383,360 13F-HR NISA INVESTMENT ADVISORS, LLC
Q4 2023 1/25/2024 2,637 14,113,468 13F-HR NISA INVESTMENT ADVISORS, LLC
Q3 2023 11/2/2023 2,772 13,109,780 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2023 8/11/2023 2,802 13,635,794 13F-HR NISA INVESTMENT ADVISORS, LLC
Q1 2023 5/2/2023 2,702 12,768,097 13F-HR NISA INVESTMENT ADVISORS, LLC
Q4 2022 2/2/2023 2,720 12,678,680 13F-HR NISA INVESTMENT ADVISORS, LLC
Q3 2022 11/7/2022 2,593 11,750,752 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2022 8/3/2022 2,366 11,432,118 13F-HR NISA INVESTMENT ADVISORS, LLC
Q1 2022 4/29/2022 2,356 14,193,147 13F-HR NISA INVESTMENT ADVISORS, LLC
Q4 2021 2/3/2022 2,138 13,335,715 13F-HR NISA INVESTMENT ADVISORS, LLC
Q3 2021 10/18/2021 2,311 16,485,234 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2021 8/6/2021 2,321 16,023,104 13F-HR NISA INVESTMENT ADVISORS, LLC
Q1 2021 4/26/2021 2,304 15,761,911 13F-HR NISA INVESTMENT ADVISORS, LLC
Q4 2020 1/25/2021 2,306 15,544,636 13F-HR NISA INVESTMENT ADVISORS, LLC
Q3 2020 10/20/2020 2,252 12,420,330 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2020 7/27/2020 2,063 10,871,244 13F-HR NISA INVESTMENT ADVISORS, LLC
Q1 2020 4/17/2020 2,071 8,980,445 13F-HR NISA INVESTMENT ADVISORS, LLC
Q4 2019 1/17/2020 2,012 11,680,019 13F-HR NISA INVESTMENT ADVISORS, LLC
Q2 2014 7/29/2014 1,311 7,202,993 13F-HR NISA INVESTMENT ADVISORS L L C
Q1 2014 5/1/2014 1,320 7,047,633 13F-HR NISA INVESTMENT ADVISORS L L C
Q4 2013 1/23/2014 1,313 7,004,450 13F-HR NISA INVESTMENT ADVISORS L L C
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 30.29 M 100.0% 4.383 M 0 4.383 M
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Fund Snapshot

Q4 2025
Latest filed
1/15/2026
Total value ($000)
30,293,749
Holdings
2962
QoQ value change ($000)
4,382,883 (16.9%)
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.