13F holdings
Ilmarinen Mutual Pension Insurance Co portfolio
Managed by . 462 reported positions worth $12.7B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$12.7B
Book value
462
Positions
58%
Top 10 weight
+148
New this quarter
-17
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (148)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AAPL | APPLE INC | $478.8M | 1,886,513 | 3.77% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.6M | 197,340 | 0.74% |
| COST | COSTCO WHSL CORP NEW | $65.7M | 65,985 | 0.52% |
| MU | MICRON TECHNOLOGY INC | $52.2M | 154,552 | 0.41% |
| AMAT | APPLIED MATLS INC | $34.4M | 100,566 | 0.27% |
| LRCX | LAM RESH CORP | $33.4M | 156,323 | 0.26% |
| TJX | TJX COS INC NEW | $25.6M | 160,500 | 0.20% |
| INTC | INTEL CORP | $25.1M | 568,897 | 0.20% |
| KLAC | KLA CORP | $24.0M | 16,288 | 0.19% |
| APH | AMPHENOL CORP NEW | $23.5M | 186,158 | 0.19% |
| SPOT | SPOTIFY TECHNOLOGY S A | $23.4M | 48,329 | 0.18% |
| LOW | LOWES COS INC | $19.6M | 83,000 | 0.15% |
| AMP | AMERIPRISE FINL INC | $18.5M | 41,551 | 0.15% |
| APP | APPLOVIN CORP | $18.3M | 46,057 | 0.14% |
| WDC | WESTERN DIGITAL CORP | $18.1M | 66,775 | 0.14% |
| ANET | ARISTA NETWORKS INC | $16.4M | 133,384 | 0.13% |
| STX | SEAGATE TECHNOLOGY HLDGS PUB LTD C | $14.8M | 37,716 | 0.12% |
| GLW | CORNING INC | $13.6M | 99,995 | 0.11% |
| ITW | ILLINOIS TOOL WKS INC | $12.8M | 49,192 | 0.10% |
| MPC | MARATHON PETE CORP | $11.0M | 45,000 | 0.09% |
| PSX | PHILLIPS 66 | $10.9M | 60,000 | 0.09% |
| COF | CAPITAL ONE FINL CORP | $10.5M | 57,741 | 0.08% |
| HBAN | HUNTINGTON BANCSHARES INC | $9.9M | 630,000 | 0.08% |
| LNG | CHENIERE ENERGY INC | $9.4M | 33,000 | 0.07% |
| LITE | LUMENTUM HLDGS INC | $9.1M | 12,989 | 0.07% |
Closed out (17)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $5.5M | 54,500 | 0.00% |
| VOO | VANGUARD INDEX FDS | $5.1M | 8,092 | 0.00% |
| GIS | GENERAL MILLS INC | $4.7M | 102,000 | 0.00% |
| RY | ROYAL BK CDA MONTREAL QUE | $4.3M | 25,143 | 0.00% |
| NTES | NETEASE INC | $3.8M | 27,452 | 0.00% |
| CM | CANADIAN IMPERIAL BK COMM TORONTO | $3.8M | 41,508 | 0.00% |
| AMG | AFFILIATED MANAGERS GROUP INC | $3.4M | 11,745 | 0.00% |
| TD | TORONTO DOMINION BK ONT | $3.2M | 34,383 | 0.00% |
| DOCU | DOCUSIGN INC | $3.1M | 45,597 | 0.00% |
| BMO | BANK MONTREAL QUE | $3.1M | 23,701 | 0.00% |
| BF/B | BROWN FORMAN CORP | $2.4M | 91,681 | 0.00% |
| FTI | TECHNIPFMC PLC | $2.1M | 47,040 | 0.00% |
| CLX | CLOROX CO | $2.0M | 19,500 | 0.00% |
| PII | POLARIS INC | $728,000 | 11,506 | 0.00% |
| RHI | ROBERT HALF INC | $528,000 | 19,432 | 0.00% |
| AAP | ADVANCE AUTO PTS INC | $220,000 | 5,603 | 0.00% |
| BSY | BENTLEY SYS INC | $210,000 | 5,500 | 0.00% |
Added to (75)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $555.8M | 3,187,064 | 4.37% | +52% |
| GOOGL | ALPHABET INC | $395.2M | 1,374,295 | 3.11% | +22% |
| MSFT | MICROSOFT CORP | $347.7M | 939,375 | 2.74% | +21% |
| AMZN | AMAZON COM INC | $272.0M | 1,306,000 | 2.14% | +4% |
| IYR | ISHARES TR | $153.3M | 1,620,907 | 1.21% | +35% |
| EEM | ISHARES TR | $87.6M | 1,542,754 | 0.69% | +84% |
| KO | COCA COLA CO | $63.3M | 832,227 | 0.50% | +12% |
| GE | GENERAL ELEC CO | $44.0M | 155,000 | 0.35% | +154% |
| GEV | GE VERNOVA INC | $34.9M | 40,000 | 0.27% | +300% |
| SCHW | SCHWAB CHARLES CORP NEW | $34.4M | 366,441 | 0.27% | +8% |
| MS | MORGAN STANLEY | $30.3M | 183,984 | 0.24% | +19% |
| UNP | UNION PAC CORP | $25.9M | 106,612 | 0.20% | +10% |
| ISRG | INTUITIVE SURGICAL INC | $25.3M | 54,800 | 0.20% | +65% |
| CL | COLGATE PALMOLIVE CO | $21.7M | 255,000 | 0.17% | +112% |
| AFL | AFLAC INC | $21.5M | 196,292 | 0.17% | +40% |
Trimmed (133)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMCR | AMCOR PLC | $2.4M | 60,000 | 0.02% | -80% |
| WDAY | WORKDAY INC | $2.8M | 21,843 | 0.02% | -76% |
| HOOD | ROBINHOOD MKTS INC | $2.1M | 30,000 | 0.02% | -75% |
| IT | GARTNER INC | $1.5M | 9,308 | 0.01% | -68% |
| FTNT | FORTINET INC | $4.0M | 48,819 | 0.03% | -66% |
| HUM | HUMANA INC | $867,000 | 5,000 | 0.01% | -64% |
| CMCSA | COMCAST CORP NEW | $8.3M | 289,979 | 0.07% | -64% |
| IOT | SAMSARA INC | $860,000 | 27,128 | 0.01% | -63% |
| PGR | PROGRESSIVE CORP OH | $14.0M | 70,850 | 0.11% | -62% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COR | $3.2M | 51,598 | 0.02% | -61% |
| PG | PROCTER & GAMBLE CO | $24.9M | 172,155 | 0.20% | -59% |
| DDOG | DATADOG INC | $2.8M | 23,500 | 0.02% | -58% |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $2.4M | 101,847 | 0.02% | -56% |
| TSM | TAIWAN SEMICONDUCTOR MFG CO LTD | $5.1M | 14,989 | 0.04% | -50% |
| MCK | MCKESSON CORP | $17.4M | 20,100 | 0.14% | -50% |
The book
Largest 150 of 462 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| USCA | DBX ETF TR | $2.1B | 52,758,928 | 16.20% | — |
| USCL | ISHARES TR | $2.1B | 27,692,756 | 16.15% | — |
| NVDA | NVIDIA CORP | $555.8M | 3,187,064 | 4.37% | — |
| USHY | ISHARES TR | $518.7M | 14,080,000 | 4.08% | — |
| AAPL | APPLE INC | $478.8M | 1,886,513 | 3.77% | — |
| SPHY | SPDR SER TR | $476.9M | 20,450,000 | 3.75% | — |
| GOOGL | ALPHABET INC | $395.2M | 1,374,295 | 3.11% | — |
| MSFT | MICROSOFT CORP | $347.7M | 939,375 | 2.74% | — |
| AMZN | AMAZON COM INC | $272.0M | 1,306,000 | 2.14% | — |
| AVGO | BROADCOM INC | $169.7M | 548,420 | 1.34% | — |
| META | META PLATFORMS INC | $160.7M | 280,875 | 1.26% | — |
| IYR | ISHARES TR | $153.3M | 1,620,907 | 1.21% | — |
| TSLA | TESLA INC | $139.6M | 375,500 | 1.10% | — |
| JPM | JPMORGAN CHASE & CO | $113.7M | 386,405 | 0.89% | — |
| EXMOC | EXXON MOBIL CORP | $101.8M | 600,000 | 0.80% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.6M | 197,340 | 0.74% | — |
| LLY | LILLY ELI & CO | $94.1M | 102,300 | 0.74% | — |
| EEM | ISHARES TR | $87.6M | 1,542,754 | 0.69% | — |
| WMT | WALMART INC | $77.2M | 621,535 | 0.61% | — |
| V | VISA INC | $76.3M | 252,421 | 0.60% | — |
| JNJ | JOHNSON & JOHNSON | $73.6M | 301,100 | 0.58% | — |
| MA | MASTERCARD INC | $69.0M | 138,011 | 0.54% | — |
| COST | COSTCO WHSL CORP NEW | $65.7M | 65,985 | 0.52% | — |
| KO | COCA COLA CO | $63.3M | 832,227 | 0.50% | — |
| NFLX | NETFLIX INC | $56.1M | 583,177 | 0.44% | — |
| BAC | BANK AMER CORP | $55.7M | 1,141,569 | 0.44% | — |
| MU | MICRON TECHNOLOGY INC | $52.2M | 154,552 | 0.41% | — |
| CAT | CATERPILLAR INC | $48.7M | 68,800 | 0.38% | — |
| ABBV | ABBVIE INC | $47.7M | 219,500 | 0.38% | — |
| MRK | MERCK & CO INC NEW | $44.1M | 366,500 | 0.35% | — |
| HD | HOME DEPOT INC | $44.1M | 134,000 | 0.35% | — |
| GE | GENERAL ELEC CO | $44.0M | 155,000 | 0.35% | — |
| AMD | ADVANCED MICRO DEVICES INC | $41.3M | 203,124 | 0.33% | — |
| UNH | UNITEDHEALTH GROUP INC | $35.0M | 129,300 | 0.28% | — |
| GEV | GE VERNOVA INC | $34.9M | 40,000 | 0.27% | — |
| SCHW | SCHWAB CHARLES CORP NEW | $34.4M | 366,441 | 0.27% | — |
| AMAT | APPLIED MATLS INC | $34.4M | 100,566 | 0.27% | — |
| PEP | PEPSICO INC | $34.2M | 220,000 | 0.27% | — |
| LRCX | LAM RESH CORP | $33.4M | 156,323 | 0.26% | — |
| BLK | BLACKROCK INC NEW | $33.2M | 34,544 | 0.26% | — |
| ORCL | ORACLE CORP | $32.9M | 223,762 | 0.26% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.1M | 219,149 | 0.25% | — |
| CSCO | CISCO SYS INC | $31.7M | 408,303 | 0.25% | — |
| MS | MORGAN STANLEY | $30.3M | 183,984 | 0.24% | — |
| CRM | SALESFORCE INC | $30.1M | 161,091 | 0.24% | — |
| MCD | MCDONALDS CORP | $29.7M | 95,500 | 0.23% | — |
| LIN | LINDE PLC NEW | $28.0M | 56,500 | 0.22% | — |
| GILD | GILEAD SCIENCES INC | $27.6M | 198,000 | 0.22% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.2M | 55,300 | 0.21% | — |
| AMGN | AMGEN INC | $26.7M | 75,832 | 0.21% | — |
| DE | DEERE & CO | $26.2M | 46,473 | 0.21% | — |
| UNP | UNION PAC CORP | $25.9M | 106,612 | 0.20% | — |
| TJX | TJX COS INC NEW | $25.6M | 160,500 | 0.20% | — |
| ISRG | INTUITIVE SURGICAL INC | $25.3M | 54,800 | 0.20% | — |
| INTC | INTEL CORP | $25.1M | 568,897 | 0.20% | — |
| GS | GOLDMAN SACHS GROUP INC | $25.0M | 29,509 | 0.20% | — |
| PG | PROCTER & GAMBLE CO | $24.9M | 172,155 | 0.20% | — |
| VZ | VERIZON COMMUNICATIONS INC | $24.4M | 486,251 | 0.19% | — |
| C | CITIGROUP INC | $24.3M | 214,674 | 0.19% | — |
| NEE | NEXTERA ENERGY INC | $24.3M | 261,359 | 0.19% | — |
| KLAC | KLA CORP | $24.0M | 16,288 | 0.19% | — |
| T | AT&T INC | $23.8M | 821,423 | 0.19% | — |
| COP | CONOCOPHILLIPS | $23.8M | 180,000 | 0.19% | — |
| ACN | ACCENTURE PLC IRELAND | $23.5M | 118,715 | 0.19% | — |
| APH | AMPHENOL CORP NEW | $23.5M | 186,158 | 0.19% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $23.4M | 48,329 | 0.18% | — |
| ETN | EATON CORP PLC | $23.0M | 64,315 | 0.18% | — |
| IBM | INTERNATIONAL BUSINESS MACHS CORP | $22.9M | 94,439 | 0.18% | — |
| WFC | WELLS FARGO & CO NEW | $22.6M | 284,085 | 0.18% | — |
| NOW | SERVICENOW INC | $21.9M | 209,911 | 0.17% | — |
| CL | COLGATE PALMOLIVE CO | $21.7M | 255,000 | 0.17% | — |
| CB | CHUBB LTD | $21.7M | 66,628 | 0.17% | — |
| ABT | ABBOTT LABS | $21.7M | 211,500 | 0.17% | — |
| AFL | AFLAC INC | $21.5M | 196,292 | 0.17% | — |
| CME | CME GROUP INC | $21.4M | 72,611 | 0.17% | — |
| DIS | DISNEY WALT CO | $21.1M | 218,651 | 0.17% | — |
| ICE | INTERCONTINENTAL EXCHANGE INC | $21.0M | 133,300 | 0.16% | — |
| BNY | BANK NEW YORK MELLON CORP | $20.8M | 175,000 | 0.16% | — |
| MRSH | MARSH & MCLENNAN COS INC | $20.5M | 118,003 | 0.16% | — |
| PH | PARKER-HANNIFIN CORP | $20.2M | 22,546 | 0.16% | — |
| LOW | LOWES COS INC | $19.6M | 83,000 | 0.15% | — |
| ADI | ANALOG DEVICES INC | $19.5M | 61,186 | 0.15% | — |
| ADBE | ADOBE SYS INC | $19.2M | 78,939 | 0.15% | — |
| DHR | DANAHER CORP | $18.9M | 99,500 | 0.15% | — |
| INTU | INTUIT | $18.7M | 43,181 | 0.15% | — |
| AMP | AMERIPRISE FINL INC | $18.5M | 41,551 | 0.15% | — |
| APP | APPLOVIN CORP | $18.3M | 46,057 | 0.14% | — |
| PFE | PFIZER INC | $18.2M | 647,000 | 0.14% | — |
| WDC | WESTERN DIGITAL CORP | $18.1M | 66,775 | 0.14% | — |
| WM | WASTE MGMT INC DEL | $17.8M | 77,484 | 0.14% | — |
| TXN | TEXAS INSTRS INC | $17.7M | 91,361 | 0.14% | — |
| UBER | UBER TECHNOLOGIES INC | $17.6M | 245,241 | 0.14% | — |
| PANW | PALO ALTO NETWORKS INC | $17.6M | 109,637 | 0.14% | — |
| MCK | MCKESSON CORP | $17.4M | 20,100 | 0.14% | — |
| MAR | MARRIOTT INTL INC NEW | $17.3M | 53,000 | 0.14% | — |
| QCOM | QUALCOMM INC | $16.9M | 131,463 | 0.13% | — |
| CBOE | CBOE GLOBAL MKTS INC | $16.9M | 60,100 | 0.13% | — |
| BKNG | BOOKING HLDGS INC | $16.8M | 4,000 | 0.13% | — |
| BMY | BRISTOL MYERS SQUIBB CO | $16.7M | 275,800 | 0.13% | — |
| AXP | AMERICAN EXPRESS CO | $16.7M | 55,279 | 0.13% | — |
| ANET | ARISTA NETWORKS INC | $16.4M | 133,384 | 0.13% | — |
| DUK | DUKE ENERGY CORP NEW | $16.3M | 124,500 | 0.13% | — |
| FCX | FREEPORT-MCMORAN INC | $15.5M | 263,000 | 0.12% | — |
| TT | TRANE TECHNOLOGIES PLC | $15.4M | 36,920 | 0.12% | — |
| NEM | NEWMONT CORP | $15.4M | 142,000 | 0.12% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $15.3M | 211,580 | 0.12% | — |
| ROST | ROSS STORES INC | $15.2M | 70,000 | 0.12% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $15.1M | 33,800 | 0.12% | — |
| ROYAL CARIBBEAN CRUISES | ROYAL CARIBBEAN CRUISES LTD | $14.9M | 54,000 | 0.12% | — |
| TMUS | T-MOBILE US INC | $14.8M | 70,583 | 0.12% | — |
| STX | SEAGATE TECHNOLOGY HLDGS PUB LTD C | $14.8M | 37,716 | 0.12% | — |
| CMI | CUMMINS INC | $14.6M | 27,138 | 0.11% | — |
| CSX | CSX CORP | $14.6M | 354,924 | 0.11% | — |
| VRT | VERTIV HLDGS CO | $14.5M | 58,000 | 0.11% | — |
| SYK | STRYKER CORP | $14.5M | 44,000 | 0.11% | — |
| STT | STATE STR CORP | $14.4M | 113,800 | 0.11% | — |
| ADP | AUTOMATIC DATA PROCESSING INC | $14.3M | 70,271 | 0.11% | — |
| JCI | JOHNSON CTLS INTL PLC | $14.2M | 108,750 | 0.11% | — |
| MDT | MEDTRONIC PLC | $14.2M | 164,000 | 0.11% | — |
| CEG | CONSTELLATION ENERGY CORP | $14.1M | 50,500 | 0.11% | — |
| PGR | PROGRESSIVE CORP OH | $14.0M | 70,850 | 0.11% | — |
| SBUX | STARBUCKS CORP | $13.7M | 152,401 | 0.11% | — |
| PWR | QUANTA SVCS INC | $13.6M | 24,800 | 0.11% | — |
| GLW | CORNING INC | $13.6M | 99,995 | 0.11% | — |
| BSX | BOSTON SCIENTIFIC CORP | $13.4M | 213,000 | 0.11% | — |
| MMM | 3M CO | $12.9M | 89,000 | 0.10% | — |
| FDX | FEDEX CORP | $12.9M | 36,250 | 0.10% | — |
| HWM | HOWMET AEROSPACE INC | $12.9M | 56,000 | 0.10% | — |
| CRH | CRH PLC | $12.8M | 122,000 | 0.10% | — |
| ITW | ILLINOIS TOOL WKS INC | $12.8M | 49,192 | 0.10% | — |
| EOG | EOG RES INC | $12.6M | 87,000 | 0.10% | — |
| MFC | MANULIFE FINL CORP | $12.6M | 365,000 | 0.10% | — |
| SLB | SLB LTD | $12.3M | 240,000 | 0.10% | — |
| PCAR | PACCAR INC | $12.3M | 106,481 | 0.10% | — |
| CTAS | CINTAS CORP | $12.1M | 71,641 | 0.10% | — |
| UPS | UNITED PARCEL SVC INC | $12.1M | 123,000 | 0.10% | — |
| NSC | NORFOLK SOUTHN CORP | $12.1M | 42,148 | 0.10% | — |
| AON | AON PLC | $11.8M | 36,500 | 0.09% | — |
| XBI | SPDR SER TR | $11.5M | 90,329 | 0.09% | — |
| VLO | VALERO ENERGY CORP NEW | $11.1M | 45,000 | 0.09% | — |
| MPC | MARATHON PETE CORP | $11.0M | 45,000 | 0.09% | — |
| PSX | PHILLIPS 66 | $10.9M | 60,000 | 0.09% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $10.9M | 27,834 | 0.09% | — |
| EMR | EMERSON ELEC CO | $10.8M | 82,250 | 0.08% | — |
| COF | CAPITAL ONE FINL CORP | $10.5M | 57,741 | 0.08% | — |
| MRVL | MARVELL TECHNOLOGY INC | $10.4M | 105,359 | 0.08% | — |
| AJG | GALLAGHER ARTHUR J & CO | $10.4M | 48,100 | 0.08% | — |
| FAST | FASTENAL CO | $10.4M | 224,400 | 0.08% | — |
| NKE | NIKE INC | $10.3M | 195,333 | 0.08% | — |
| SRE | SEMPRA | $10.2M | 104,500 | 0.08% | — |
This table is the 150 largest positions by value, out of 462 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Ilmarinen Mutual Pension Insurance Co (CIK 1661580, accession 0001661580-26-000002). Every other 13F site is reading the same file.
One quirk worth naming: this manager still reports position values in thousands, although Form 13F has required whole dollars since 2023. We detect that by comparing this filing’s implied price per share against what every other manager holding the same securities reported for them this quarter — and multiply by 1,000. Figures on this page are therefore 1,000x the numbers you will read in the document itself.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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