NEW YORK LIFE INVESTMENT MANAGEMENT LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 11,598,127
- Description
- New York New York based fundamental portfolio management house with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, multi sleeve portfolio balancing, and long duration private asset evaluation for research led investment portfolios. Implementation focuses on stability, transparency, and repeatable investment decision routines through portfolio adaptability governance and exposure consistency.
- 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 | 2/5/2026 | 766 | 11,598,127 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q3 2025 | 11/6/2025 | 804 | 11,371,561 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q2 2025 | 8/1/2025 | 798 | 10,681,902 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2025 | 5/8/2025 | 818 | 9,816,158 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2024 | 2/5/2025 | 819 | 10,240,183 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q3 2024 | 11/7/2024 | 845 | 10,281,890 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q2 2024 | 8/5/2024 | 847 | 9,945,011 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2024 | 5/6/2024 | 1,327 | 10,043,798 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2023 | 2/6/2024 | 1,313 | 9,761,237 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q3 2023 | 11/8/2023 | 1,295 | 9,250,410 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q2 2023 | 8/7/2023 | 1,306 | 9,613,998 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2023 | 5/8/2023 | 1,197 | 8,994,190 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2022 | 2/10/2023 | 1,196 | 8,746,218 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q3 2022 | 11/10/2022 | 1,202 | 8,266,302 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q2 2022 | 8/12/2022 | 1,250 | 8,623,591 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2022 | 4/26/2022 | 52 | 1,893,763 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2021 | 2/7/2022 | 46 | 1,916,105 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q3 2021 | 11/5/2021 | 43 | 1,813,640 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q2 2021 | 7/29/2021 | 30 | 1,731,871 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2021 | 5/14/2021 | 31 | 1,659,791 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2020 | 2/23/2021 | 26 | 1,491,000 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q3 2020 | 11/16/2020 | 26 | 1,103,062 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q2 2020 | 8/14/2020 | 26 | 946,389 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2020 | 5/12/2020 | 14 | 633,524 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2019 | 2/11/2020 | 15 | 681,022 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q1 2014 | 5/15/2014 | 167 | 473,512 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2013 | 2/18/2014 | 151 | 400,534 | 13F-HR/A - RESTATEMENT | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| Q4 2013 | 2/18/2014 | 158 | 325,505 | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.96 M | 94.5% | 302.3 K | 0 | 302.3 K |
| ETFs | 384.6 K | 3.3% | 0 | 62.97 K | -62.97 K |
| Debt | 221.8 K | 1.9% | 0 | 22.21 K | -22.21 K |
| Other | 31.17 K | 0.3% | 9.473 K | 0 | 9.473 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
11,598,127
Holdings
766
QoQ value change ($000)
226,566
(2.0%)
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.