New York Life Investment Management LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Also reports for
Based on a Q2 2026 13F notice
13D/G filings
13D on 4 securities, 13G on 3 securities
Location
New York, NY
CIK
0001133639
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 778 14,317,188 NVDA, AAPL, MSFT, LRND 13F-HR 8/10/2026 000113363926000005
Q1 2026 781 11,818,514 NVDA, AAPL, MSFT, AMZN 13F-HR 5/7/2026 000113363926000002
Q4 2025 766 11,598,127 NVDA, AAPL, MSFT, AMZN 13F-HR 2/4/2026 000113363926000001
Q3 2025 804 11,371,560 NVDA, MSFT, AAPL, AMZN 13F-HR 11/5/2025 000113363925000002
Q2 2025 798 10,681,901 MSFT, NVDA, AAPL, AMZN 13F-HR 8/1/2025 000108514625004443
Q1 2025 818 9,816,157 AAPL, MSFT, NVDA, CPLB 13F-HR 5/8/2025 000108514625002757
Q4 2024 819 10,240,183 AAPL, MSFT, NVDA, AMZN 13F-HR 2/4/2025 000108514625000773
Q3 2024 845 10,281,890 AAPL, MSFT, NVDA, IQSU 13F-HR 11/7/2024 000108514624005419
Q2 2024 847 9,945,011 MSFT, AAPL, NVDA, IQSU 13F-HR 8/5/2024 000108514624003495
Q1 2024 1,327 10,043,797 MSFT, AAPL, NVDA, IQSU 13F-HR 5/6/2024 000108514624002239
Q4 2023 1,313 9,761,237 AAPL, MSFT, IQSU, CPLB 13F-HR 2/5/2024 000108514624000742
Q3 2023 1,295 9,250,409 AAPL, MSFT, IQSU, CLRG 13F-HR 11/7/2023 000108514623004173
Q2 2023 1,306 9,613,997 AAPL, MSFT, IQSU, CLRG 13F-HR 8/7/2023 000108514623003101
Q1 2023 1,197 8,994,189 AAPL, MSFT, IQSU, CLRG 13F-HR 5/8/2023 000108514623002127
Q4 2022 1,196 8,746,218 AAPL, IQSU, MSFT, CLRG 13F-HR 2/10/2023 000108514623001032
Q3 2022 1,202 8,266,302 AAPL, IQSU, MSFT, CLRG 13F-HR 11/10/2022 000108514622003909
Q2 2022 1,250 8,623,591 AAPL, IQSU, MSFT, CLRG 13F-HR 8/12/2022 000108514622003011
Q1 2022 52 1,893,763 IQSU, CLRG, IQIN, IQSI 13F-HR 4/25/2022 000108514622001558
Q4 2021 46 1,916,105 IQSU, CLRG, IQIN, IQSI 13F-HR 2/7/2022 000108514622000560
Q3 2021 43 1,813,640 IQSU, CLRG, IQIN, IQSI 13F-HR 11/5/2021 000108514621003052
Q2 2021 30 1,731,871 IQSU, CLRG, IQIN, IQSI 13F-HR 7/29/2021 000108514621002158
Q1 2021 31 1,659,791 IQSU, CLRG, IQIN, IQSI 13F-HR 5/13/2021 000108514621001630
Q4 2020 26 1,491,000 IQSU, CLRG, IQIN, HFXI 13F-HR 2/23/2021 000108514621001047
Q3 2020 26 1,103,062 CLRG, IQIN, IQSU, HFXI 13F-HR 11/16/2020 000108514620003032
Q2 2020 26 946,389 CLRG, IQIN, HFXI, IQSI 13F-HR 8/14/2020 000108514620002229
Q1 2020 14 633,524 IQIN, CLRG, HFXI, CSML 13F-HR 5/12/2020 000108514620001430
Q4 2019 15 681,022 CLRG, CSML, HFXI, IQIN 13F-HR 2/11/2020 000108514620000578
Q3 2019 17 860,667 CLRG, CSML, HFXI, GRES 13F-HR 11/8/2019 000108514619002798
Q2 2019 18 1,088,886 CLRG, CSML, HFXI, GRES 13F-HR 8/13/2019 000108514619002226
Q1 2019 30 1,301,240 CLRG, CSML, HFXI, GRES 13F-HR 5/13/2019 000108514619001462
Q4 2018 29 1,337,081 CLRG, HFXI, CSML, GRES 13F-HR 2/12/2019 000108514619000517
Q3 2018 22 1,475,508 HFXI, CSML, CLRG, GRES 13F-HR 11/13/2018 000108514618002641
Q2 2018 24 1,727,612 HFXI, CLRG, CSML, GRES 13F-HR 8/13/2018 000108514618002031
Q1 2018 27 1,622,653 HFXI, CLRG, CSML, AGGP 13F-HR 5/14/2018 000108514618001376
Q4 2017 37 1,441,614 HFXI, CSML, AGGP, HFXE 13F-HR 2/12/2018 000113363918000017
Q3 2017 35 1,236,873 HFXI, AGGP, HFXE, CSML 13F-HR 11/6/2017 000113363917000060
Q2 2017 34 1,088,565 HFXI, AGGP, GRES, HFXE 13F-HR 8/10/2017 000113363917000045
Q1 2017 30 801,620 AGGP, HFXI, GRES, IWM 13F-HR 5/12/2017 000113363917000024
Q4 2016 34 863,286 AGGP, HFXI, GRES, IWM 13F-HR 2/15/2017 000113363917000009
Q3 2016 42 912,303 AGGP, HFXI, ESRX, GRES 13F-HR 11/8/2016 000113363916000092
Q2 2016 54 896,865 AGGP, HFXI, ESRX, IWM 13F-HR 8/15/2016 000113363916000079
Q1 2016 52 667,725 ESRX, IWM, GVI, IGIB 13F-HR 5/16/2016 000113363916000065
Q4 2015 52 671,684 ESRX, IWM, VOE, VCLT 13F-HR 2/16/2016 000113363916000061
Q3 2015 259 1,070,296 VOO, ESRX, IVV, IWM 13F-HR 11/16/2015 000113363915000051
Q2 2015 258 882,192 IEF, IWM, GVI, IVV RESTATEMENT 8/13/2015 000113363915000031
Q1 2015 249 890,547 GVI, IWM, MINT, IEF 13F-HR 5/13/2015 000113363915000017
Q4 2014 263 835,686 MINT, IWM, GVI, VCLT 13F-HR 2/13/2015 000113363915000007
Q3 2014 198 607,252 MINT, ITB, GSY, BND 13F-HR 11/14/2014 000113363914000030
Q2 2014 200 590,519 ITB, GSY, MINT, BND 13F-HR 8/14/2014 000113363914000022
Q1 2014 167 473,512 MINT, ITB, AGG, BND 13F-HR 5/15/2014 000113363914000014
Q4 2013 151 400,534 MINT, AGG, BND, DYN RESTATEMENT 2/18/2014 000113363914000008
Additional filings from New York Life Investment Management LLC that have since been restated

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (4)
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L100
 0% 6/8/2026
Event 5/1/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L407
 0% 6/8/2026
Event 5/1/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L308
 0% 6/8/2026
Event 5/1/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L209
 0% 6/8/2026
Event 5/1/2026

3 other securities where the latest filing is a 13G, the newest filed 7/2/2026. View all