National Pension Service 13F Holdings & Latest Moves

13F filer · Latest filing May 12, 2026 · SEC CIK 0001608046

National Pension Service reported a 13F portfolio worth $131.68B as of Q1 2026. Latest 13F moves (filed May 12, 2026): 44 added, 4 reduced. Largest change by value: added $NVDA ($10.16B held).

13F value (Q1 2026)
$131.68B
New positions
0
Added / reduced
44 / 4
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +1.17M (+2.33%) 51.27M $10.16B -0.1%-7.1% —
$AAPL Added +824.46K (+2.73%) 31.02M $8.90B +1.4%+0.3% —
$MSFT Added +408.58K (+2.82%) 14.92M $5.52B +2.4%-4.1% —
$AMZN Added +599K (+3.02%) 20.44M $4.92B -2.4%-9.1% —
$GOOGL Added +324.73K (+2.60%) 12.79M $4.56B +0.1%-7.6% —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MU Reduced -175.71K (-5.76%) 2.88M $3.32B -8.8%+29.9% —
$STX Reduced -169.46K (-16.99%) 827.76K $798.79M -9.3%+7.3% —
$STX Reduced -169.46K (-16.99%) 827.76K $733.48M -9.3%+7.3% —
$GLW Reduced -95.83K (-4.19%) 2.19M $582.18M -11.3%-10.8% Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +1.17M (+2.33%) 51.27M $10.16B -0.1%-7.1% —
$AAPL Added +824.46K (+2.73%) 31.02M $8.90B +1.4%+0.3% —
$MSFT Added +408.58K (+2.82%) 14.92M $5.52B +2.4%-4.1% —
$AMZN Added +599K (+3.02%) 20.44M $4.92B -2.4%-9.1% —
$GOOGL Added +324.73K (+2.60%) 12.79M $4.56B +0.1%-7.6% —
$GOOG Added +220.59K (+2.12%) 10.61M $3.75B +0.3%-7.0% —
$AVGO Added +265.52K (+2.91%) 9.38M $3.52B -2.0%-8.0% —
$META Added +87.68K (+1.90%) 4.70M $2.64B -0.1%-5.7% —
$LLY Added +45.58K (+2.82%) 1.66M $2.04B +3.4%+17.5% —
$AMD Added +120.35K (+3.51%) 3.55M $2.01B -7.6%+9.0% —
$JPM Added +104.31K (+1.93%) 5.51M $1.80B -3.0%+2.8% —
$LRCX Added +52.41K (+1.58%) 3.36M $1.47B -5.5%+25.3% —
$INTC Added +489.74K (+5.04%) 10.20M $1.44B -8.1%-3.0% —
$BRKB Added +77K (+2.90%) 2.73M $1.33B -0.9%+0.2% —
$JNJ Added +168.96K (+3.39%) 5.16M $1.31B +2.6%+6.9% —
$ABBV Added +92.97K (+2.41%) 3.95M $997.67M +2.8%+8.1% —
$MA Added +39.29K (+2.34%) 1.72M $884.14M -0.0%-2.7% —
$BAC Added +326.29K (+2.15%) 15.49M $882.62M -0.2%+9.2% —
$COST Added +14.38K (+1.56%) 933.58K $873.33M +7.1%-4.5% —
$BAC Added +326.29K (+2.15%) 15.49M $854.43M -0.2%+9.2% —
$PG Added +67.48K (+1.25%) 5.47M $812.27M -1.8%+3.1% —
$PG Added +67.48K (+1.25%) 5.47M $811.67M -1.8%+3.1% —
$MRVL Added +72.21K (+2.58%) 2.87M $796.83M +7.2%+70.6% —
$HD Added +51.98K (+2.43%) 2.19M $772.21M -2.6%+5.8% —
$KO Added +182.14K (+2%) 9.29M $754.82M +2.4%+3.1% —
$CVX Added +119.12K (+2.73%) 4.48M $742.49M +7.0%+0.8% —
$PANW Added +397.30K (+22.65%) 2.15M $714.24M +11.4%+29.7% —
$GS Added +14.77K (+2.24%) 674.84K $682.51M -1.8%+10.0% —
$HON Added +20.77K (+1.44%) 1.46M $677.65M -0.1%+0.8% Read
$MS Added +123.11K (+4.35%) 2.95M $627.86M -1.2%+10.8% —
$MS Added +123.11K (+4.35%) 2.95M $625.09M -1.2%+10.8% —
$GEV Added +75.10K (+15.87%) 548.37K $619.19M -5.6%-15.4% —
$PLTR Added +400.31K (+8.37%) 5.18M $609.69M -0.5%-3.6% —
$APH Added +83.78K (+2.59%) 3.32M $586.20M -6.8%+19.2% —
$C Added +75.69K (+1.90%) 4.05M $566.99M -5.1%+9.2% —
$ADI Added +49.08K (+3.62%) 1.40M $557.29M -1.3%-1.5% —
$ORCL Added +101.52K (+2.76%) 3.77M $554.52M -2.9%-1.5% —
$RTX Added +66.45K (+2.41%) 2.83M $532.88M -2.5%+3.4% —
$AMGN Added +34.34K (+2.77%) 1.27M $460.08M -0.9%+6.1% —
$NEE Added +215.41K (+4.41%) 5.10M $451.95M -4.8%-9.6% Read
$PEP Added +87.07K (+2.77%) 3.23M $441.94M -1.0%-4.4% —
$DIS Added +86.76K (+2.09%) 4.23M $439.79M -3.6%-5.5% Read
$MCD Added +57.92K (+3.72%) 1.62M $438.80M +2.2%+4.3% —
$TJX Added +64.24K (+2.49%) 2.65M $433.28M +0.6%+12.4% —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MU Reduced -175.71K (-5.76%) 2.88M $3.32B -8.8%+29.9% —
$STX Reduced -169.46K (-16.99%) 827.76K $798.79M -9.3%+7.3% —
$STX Reduced -169.46K (-16.99%) 827.76K $733.48M -9.3%+7.3% —
$GLW Reduced -95.83K (-4.19%) 2.19M $582.18M -11.3%-10.8% Read

All tracked 13F moves by National Pension Service

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MU Reduced -175.71K (-5.76%) 2.88M $3.32B -8.8%+29.9% —
$GLW Reduced -95.83K (-4.19%) 2.19M $582.18M -11.3%-10.8% Read
$STX Reduced -169.46K (-16.99%) 827.76K $733.48M -9.3%+7.3% —
$STX Reduced -169.46K (-16.99%) 827.76K $798.79M -9.3%+7.3% —
$DIS Added +86.76K (+2.09%) 4.23M $439.79M -3.6%-5.5% Read
$TJX Added +64.24K (+2.49%) 2.65M $433.28M +0.6%+12.4% —
$PG Added +67.48K (+1.25%) 5.47M $812.27M -1.8%+3.1% —
$HD Added +51.98K (+2.43%) 2.19M $772.21M -2.6%+5.8% —
$GS Added +14.77K (+2.24%) 674.84K $682.51M -1.8%+10.0% —
$KO Added +182.14K (+2%) 9.29M $754.82M +2.4%+3.1% —
$RTX Added +66.45K (+2.41%) 2.83M $532.88M -2.5%+3.4% —
$PG Added +67.48K (+1.25%) 5.47M $811.67M -1.8%+3.1% —
$PEP Added +87.07K (+2.77%) 3.23M $441.94M -1.0%-4.4% —
$PANW Added +397.30K (+22.65%) 2.15M $714.24M +11.4%+29.7% —
$PLTR Added +400.31K (+8.37%) 5.18M $609.69M -0.5%-3.6% —
$ORCL Added +101.52K (+2.76%) 3.77M $554.52M -2.9%-1.5% —
$NVDA Added +1.17M (+2.33%) 51.27M $10.16B -0.1%-7.1% —
$NEE Added +215.41K (+4.41%) 5.10M $451.95M -4.8%-9.6% Read
$MS Added +123.11K (+4.35%) 2.95M $627.86M -1.2%+10.8% —
$MS Added +123.11K (+4.35%) 2.95M $625.09M -1.2%+10.8% —
$MSFT Added +408.58K (+2.82%) 14.92M $5.52B +2.4%-4.1% —
$META Added +87.68K (+1.90%) 4.70M $2.64B -0.1%-5.7% —
$MCD Added +57.92K (+3.72%) 1.62M $438.80M +2.2%+4.3% —
$MA Added +39.29K (+2.34%) 1.72M $884.14M -0.0%-2.7% —
$MRVL Added +72.21K (+2.58%) 2.87M $796.83M +7.2%+70.6% —
$LRCX Added +52.41K (+1.58%) 3.36M $1.47B -5.5%+25.3% —
$JPM Added +104.31K (+1.93%) 5.51M $1.80B -3.0%+2.8% —
$JNJ Added +168.96K (+3.39%) 5.16M $1.31B +2.6%+6.9% —
$INTC Added +489.74K (+5.04%) 10.20M $1.44B -8.1%-3.0% —
$HON Added +20.77K (+1.44%) 1.46M $677.65M -0.1%+0.8% Read
$GEV Added +75.10K (+15.87%) 548.37K $619.19M -5.6%-15.4% —
$LLY Added +45.58K (+2.82%) 1.66M $2.04B +3.4%+17.5% —
$COST Added +14.38K (+1.56%) 933.58K $873.33M +7.1%-4.5% —
$C Added +75.69K (+1.90%) 4.05M $566.99M -5.1%+9.2% —
$CVX Added +119.12K (+2.73%) 4.48M $742.49M +7.0%+0.8% —
$AVGO Added +265.52K (+2.91%) 9.38M $3.52B -2.0%-8.0% —
$BRKB Added +77K (+2.90%) 2.73M $1.33B -0.9%+0.2% —
$BAC Added +326.29K (+2.15%) 15.49M $882.62M -0.2%+9.2% —
$BAC Added +326.29K (+2.15%) 15.49M $854.43M -0.2%+9.2% —
$AAPL Added +824.46K (+2.73%) 31.02M $8.90B +1.4%+0.3% —
$ADI Added +49.08K (+3.62%) 1.40M $557.29M -1.3%-1.5% —
$APH Added +83.78K (+2.59%) 3.32M $586.20M -6.8%+19.2% —
$AMGN Added +34.34K (+2.77%) 1.27M $460.08M -0.9%+6.1% —
$AMZN Added +599K (+3.02%) 20.44M $4.92B -2.4%-9.1% —
$GOOGL Added +324.73K (+2.60%) 12.79M $4.56B +0.1%-7.6% —
$GOOG Added +220.59K (+2.12%) 10.61M $3.75B +0.3%-7.0% —
$AMD Added +120.35K (+3.51%) 3.55M $2.01B -7.6%+9.0% —
$ABBV Added +92.97K (+2.41%) 3.95M $997.67M +2.8%+8.1% —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks National Pension Service holds or traded

Frequently asked questions

What did National Pension Service buy and sell in its latest 13F?

It opened or added to $NVDA, $AAPL, $MSFT, $AMZN and $GOOGL; it cut or exited $MU, $STX, $STX and $GLW.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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