New York Life Investment Management LLC has filed its 13F-HR report for the quarter ending September 30, 2026. This filing reveals the firm’s investment holdings and highlights its ongoing strategy in the asset management industry.
New York Life Investment Management LLC, identified by CIK 0001133639, is a prominent player in the asset management sector. The firm operates under the SEC file number 028-06325. Its recent filings include a Schedule 13G and multiple 13F-HR forms, indicating a proactive approach to managing its investment portfolio.
The latest filing, accession number 0001133639-26-000009, was submitted on November 4, 2026. It outlines the firm’s significant investment holdings, totaling approximately $14.52 billion across various companies. The report includes details on individual stock holdings, such as 3M Co, Abbott Laboratories, and Amazon.com Inc., among others.
Notably, the filing states, "The report reflects the firm’s investment discretion and voting authority over the shares held." This emphasizes New York Life's active management style and its influence in the companies it invests in.
The filing may impact various stakeholders, including investors, analysts, and competitors in the asset management industry. Competitors mentioned in the filing include American Century Investment Management Inc., Brown Advisory LLC, and Dimensional Fund Advisors LP, highlighting the competitive landscape in which New York Life operates.
Looking ahead, the filing does not specify what actions New York Life Investment Management will take next. However, its consistent reporting and substantial asset management suggest a strong commitment to maintaining its position in the market.
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