13F holdings
Norinchukin Bank, The portfolio
Managed by . 560 reported positions worth $8.6B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$8.6B
Book value
560
Positions
42%
Top 10 weight
+6
New this quarter
-10
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 45 days old on 2026-05-15, 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 (6)
Closed out (10)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $1.8M | 19,501 | 0.00% |
| AMCR | AMCOR PLC | $1.3M | 150,577 | 0.00% |
| DAY | DAYFORCE INC | $856,339 | 12,382 | 0.00% |
| MTCH | MATCH GROUP INC NEW | $745,544 | 23,089 | 0.00% |
| MOH | MOLINA HEALTHCARE INC | $570,600 | 3,288 | 0.00% |
| PAYC | PAYCOM SOFTWARE INC | $564,931 | 3,545 | 0.00% |
| LW | LAMB WESTON HLDGS INC | $299,388 | 7,147 | 0.00% |
| VNO | VORNADO RLTY TR | $245,473 | 7,376 | 0.00% |
| MRP | MILLROSE PPTYS INC | $210,584 | 7,050 | 0.00% |
| APLE | APPLE HOSPITALITY REIT INC | $119,389 | 10,075 | 0.00% |
Added to (146)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $438.1M | 733,080 | 5.11% | +63% |
| NVDA | NVIDIA CORPORATION | $317.6M | 1,821,137 | 3.71% | +2% |
| IVV | ISHARES TR | $311.7M | 477,180 | 3.64% | +6% |
| AAPL | APPLE INC | $275.8M | 1,086,823 | 3.22% | +1% |
| VTI | VANGUARD INDEX FDS | $272.8M | 850,500 | 3.18% | +8% |
| MSFT | MICROSOFT CORP | $228.7M | 617,893 | 2.67% | +4% |
| QQQM | INVESCO EXCH TRADED FD TR II | $195.6M | 823,000 | 2.28% | +113% |
| AMZN | AMAZON COM INC | $186.8M | 896,961 | 2.18% | +4% |
| GOOGL | ALPHABET INC | $120.9M | 420,592 | 1.41% | +2% |
| AVGO | BROADCOM INC | $107.2M | 346,329 | 1.25% | +3% |
| GOOG | ALPHABET INC | $99.9M | 348,126 | 1.17% | +3% |
| META | META PLATFORMS INC | $94.9M | 165,928 | 1.11% | +3% |
| TSLA | TESLA INC | $87.6M | 235,756 | 1.02% | +6% |
| V | VISA INC | $78.4M | 259,521 | 0.92% | +4% |
| WMT | WALMART INC | $55.3M | 445,287 | 0.65% | +67% |
Trimmed (125)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $50.7M | 261,257 | 0.59% | -19% |
| DE | DEERE & CO | $36.0M | 63,873 | 0.42% | -16% |
| CHD | CHURCH & DWIGHT CO INC | $29.0M | 310,992 | 0.34% | -14% |
| LUV | SOUTHWEST AIRLS CO | $753,804 | 20,064 | 0.01% | -13% |
| LIN | LINDE PLC | $46.4M | 93,673 | 0.54% | -12% |
| ITW | ILLINOIS TOOL WKS INC | $25.7M | 98,623 | 0.30% | -11% |
| DAL | DELTA AIR LINES INC | $1.8M | 26,972 | 0.02% | -10% |
| TW | TRADEWEB MKTS INC | $22.8M | 193,898 | 0.27% | -9% |
| NSC | NORFOLK SOUTHN CORP | $2.7M | 9,466 | 0.03% | -9% |
| UNP | UNION PAC CORP | $6.1M | 25,017 | 0.07% | -9% |
| UAL | UNITED AIRLS HLDGS INC | $1.2M | 13,268 | 0.01% | -8% |
| TRV | TRAVELERS COMPANIES INC | $6.2M | 21,157 | 0.07% | -7% |
| T | AT&T INC | $11.0M | 377,854 | 0.13% | -7% |
| MGM | MGM RESORTS INTERNATIONAL | $439,642 | 11,879 | 0.01% | -5% |
| SHW | SHERWIN WILLIAMS CO | $33.6M | 104,818 | 0.39% | -4% |
The book
Largest 150 of 560 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $801.9M | 1,233,000 | 9.36% | — |
| VOO | VANGUARD INDEX FDS | $438.1M | 733,080 | 5.11% | — |
| ITOT | ISHARES TR | $320.0M | 2,246,560 | 3.73% | — |
| NVDA | NVIDIA CORPORATION | $317.6M | 1,821,137 | 3.71% | — |
| IVV | ISHARES TR | $311.7M | 477,180 | 3.64% | — |
| QQQ | INVESCO QQQ TR | $299.0M | 518,000 | 3.49% | — |
| BBUS | J P MORGAN EXCHANGE TRADED F | $288.1M | 2,459,000 | 3.36% | — |
| AAPL | APPLE INC | $275.8M | 1,086,823 | 3.22% | — |
| VTI | VANGUARD INDEX FDS | $272.8M | 850,500 | 3.18% | — |
| SPYM | SPDR SERIES TRUST | $268.8M | 3,511,270 | 3.14% | — |
| SCHX | SCHWAB STRATEGIC TR | $261.0M | 10,180,000 | 3.05% | — |
| MSFT | MICROSOFT CORP | $228.7M | 617,893 | 2.67% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $195.6M | 823,000 | 2.28% | — |
| AMZN | AMAZON COM INC | $186.8M | 896,961 | 2.18% | — |
| GOVT | ISHARES TR | $141.1M | 6,158,350 | 1.65% | — |
| GOOGL | ALPHABET INC | $120.9M | 420,592 | 1.41% | — |
| AVGO | BROADCOM INC | $107.2M | 346,329 | 1.25% | — |
| GOOG | ALPHABET INC | $99.9M | 348,126 | 1.17% | — |
| META | META PLATFORMS INC | $94.9M | 165,928 | 1.11% | — |
| VV | VANGUARD INDEX FDS | $89.7M | 300,000 | 1.05% | — |
| TSLA | TESLA INC | $87.6M | 235,756 | 1.02% | — |
| COST | COSTCO WHOLESALE CORPORATION | $83.8M | 84,074 | 0.98% | — |
| V | VISA INC | $78.4M | 259,521 | 0.92% | — |
| WMT | WALMART INC | $55.3M | 445,287 | 0.65% | — |
| TXN | TEXAS INSTRS INC | $50.7M | 261,257 | 0.59% | — |
| JPM | JPMORGAN CHASE & CO | $50.6M | 172,155 | 0.59% | — |
| ZTS | ZOETIS INC | $47.4M | 400,698 | 0.55% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.8M | 97,613 | 0.55% | — |
| SPGI | S&P GLOBAL INC | $46.6M | 109,488 | 0.54% | — |
| LIN | LINDE PLC | $46.4M | 93,673 | 0.54% | — |
| LLY | ELI LILLY & CO | $43.4M | 47,144 | 0.51% | — |
| TJX | TJX COS INC NEW | $40.5M | 253,549 | 0.47% | — |
| NFLX | NETFLIX INC. | $39.7M | 412,431 | 0.46% | — |
| JNJ | JOHNSON & JOHNSON | $37.9M | 155,030 | 0.44% | — |
| DE | DEERE & CO | $36.0M | 63,873 | 0.42% | — |
| EXMOC | EXXON MOBIL CORP | $35.0M | 206,441 | 0.41% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.4M | 235,005 | 0.40% | — |
| MU | MICRON TECHNOLOGY INC | $34.3M | 101,669 | 0.40% | — |
| SHW | SHERWIN WILLIAMS CO | $33.6M | 104,818 | 0.39% | — |
| JKHY | HENRY JACK & ASSOC INC | $32.0M | 202,426 | 0.37% | — |
| EW | EDWARDS LIFESCIENCES CORP | $31.6M | 395,023 | 0.37% | — |
| AMD | ADVANCED MICRO DEVICES INC | $31.5M | 154,816 | 0.37% | — |
| VRSK | VERISK ANALYTICS INC | $31.0M | 163,480 | 0.36% | — |
| FAST | FASTENAL CO | $30.6M | 660,445 | 0.36% | — |
| CSCO | CISCO SYS INC | $30.3M | 390,623 | 0.35% | — |
| SCI | SERVICE CORP INTL | $29.3M | 355,014 | 0.34% | — |
| CHD | CHURCH & DWIGHT CO INC | $29.0M | 310,992 | 0.34% | — |
| APH | AMPHENOL CORP | $28.9M | 229,073 | 0.34% | — |
| RMD | RESMED INC | $28.7M | 127,946 | 0.34% | — |
| TSCO | TRACTOR SUPPLY CO | $27.5M | 606,234 | 0.32% | — |
| CVX | CHEVRON CORPORATION | $27.2M | 131,547 | 0.32% | — |
| CTAS | CINTAS CORP | $27.1M | 160,164 | 0.32% | — |
| AMAT | APPLIED MATLS INC | $26.6M | 77,818 | 0.31% | — |
| MKC | MCCORMICK & CO INC | $26.3M | 522,157 | 0.31% | — |
| CAT | CATERPILLAR INC | $25.9M | 36,592 | 0.30% | — |
| LRCX | LAM RESEARCH CORP | $25.7M | 120,507 | 0.30% | — |
| ITW | ILLINOIS TOOL WKS INC | $25.7M | 98,623 | 0.30% | — |
| MA | MASTERCARD INCORPORATED | $25.6M | 51,328 | 0.30% | — |
| ABBV | ABBVIE INC | $23.5M | 108,035 | 0.27% | — |
| HD | HOME DEPOT INC | $22.8M | 69,447 | 0.27% | — |
| TW | TRADEWEB MKTS INC | $22.8M | 193,898 | 0.27% | — |
| STE | STERIS PLC | $22.4M | 101,382 | 0.26% | — |
| GS | GOLDMAN SACHS GROUP INC | $22.0M | 26,032 | 0.26% | — |
| AMGN | AMGEN INC | $21.4M | 60,886 | 0.25% | — |
| PG | PROCTER & GAMBLE CO | $21.1M | 145,753 | 0.25% | — |
| KO | COCA COLA CO | $20.0M | 263,359 | 0.23% | — |
| INTC | INTEL CORP | $19.8M | 449,476 | 0.23% | — |
| BAC | BANK AMERICA CORP | $19.7M | 404,757 | 0.23% | — |
| PEP | PEPSICO INC | $19.5M | 125,685 | 0.23% | — |
| KLAC | KLA CORP | $18.6M | 12,648 | 0.22% | — |
| GE | GE AEROSPACE | $18.4M | 65,016 | 0.22% | — |
| MRK | MERCK & CO INC | $18.4M | 153,343 | 0.22% | — |
| UNH | UNITEDHEALTH GROUP INC | $17.7M | 65,264 | 0.21% | — |
| NKE | NIKE INC | $17.5M | 331,733 | 0.20% | — |
| RTX | RTX CORPORATION | $17.1M | 88,624 | 0.20% | — |
| ROL | ROLLINS INC | $16.8M | 314,748 | 0.20% | — |
| GILD | GILEAD SCIENCES INC | $16.6M | 119,373 | 0.19% | — |
| ISRG | INTUITIVE SURGICAL INC | $16.2M | 35,047 | 0.19% | — |
| PM | PHILIP MORRIS INTL INC | $16.1M | 97,145 | 0.19% | — |
| HONGBP | HONEYWELL INTL INC | $15.9M | 70,413 | 0.19% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $15.7M | 64,733 | 0.18% | — |
| MCD | MCDONALDS CORP | $15.7M | 50,442 | 0.18% | — |
| ADI | ANALOG DEVICES INC | $14.8M | 46,386 | 0.17% | — |
| TMUS | T-MOBILE US INC | $14.6M | 69,357 | 0.17% | — |
| ORCL | ORACLE CORP | $14.5M | 98,276 | 0.17% | — |
| GEV | GE VERNOVA INC | $14.1M | 16,163 | 0.16% | — |
| WFC | WELLS FARGO & CO | $14.1M | 177,001 | 0.16% | — |
| PLD | PROLOGIS INC. | $13.8M | 104,395 | 0.16% | — |
| WELL | WELLTOWER INC | $13.8M | 69,570 | 0.16% | — |
| CPRT | COPART INC | $13.7M | 411,694 | 0.16% | — |
| BKNG | BOOKING HOLDINGS INC | $13.6M | 3,226 | 0.16% | — |
| VZ | VERIZON COMMUNICATIONS INC | $13.5M | 269,069 | 0.16% | — |
| QCOM | QUALCOMM INC | $13.3M | 102,954 | 0.15% | — |
| PANW | PALO ALTO NETWORKS INC | $13.2M | 82,438 | 0.15% | — |
| NEE | NEXTERA ENERGY INC | $12.8M | 137,461 | 0.15% | — |
| UBER | UBER TECHNOLOGIES INC | $12.5M | 173,263 | 0.15% | — |
| INTU | INTUIT | $12.4M | 28,700 | 0.14% | — |
| AXP | AMERICAN EXPRESS CO | $12.4M | 40,959 | 0.14% | — |
| CRM | SALESFORCE INC | $12.1M | 64,880 | 0.14% | — |
| C | CITIGROUP INC | $12.1M | 106,584 | 0.14% | — |
| MS | MORGAN STANLEY | $12.1M | 73,357 | 0.14% | — |
| BA | BOEING CO | $11.9M | 59,618 | 0.14% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $11.2M | 25,049 | 0.13% | — |
| DIS | DISNEY WALT CO | $11.0M | 113,985 | 0.13% | — |
| T | AT&T INC | $11.0M | 377,854 | 0.13% | — |
| APP | APPLOVIN CORP | $10.9M | 27,490 | 0.13% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.7M | 21,730 | 0.12% | — |
| COP | CONOCOPHILLIPS | $10.7M | 80,901 | 0.12% | — |
| CMCSA | COMCAST CORP NEW | $10.6M | 368,684 | 0.12% | — |
| ADBE | ADOBE INC | $10.1M | 41,628 | 0.12% | — |
| SBUX | STARBUCKS CORP | $10.0M | 111,184 | 0.12% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $9.5M | 24,369 | 0.11% | — |
| SCHW | SCHWAB CHARLES CORP | $9.5M | 100,995 | 0.11% | — |
| EQIX | EQUINIX INC | $9.3M | 9,488 | 0.11% | — |
| PFE | PFIZER INC | $9.2M | 328,881 | 0.11% | — |
| CEG | CONSTELLATION ENERGY CORP | $9.2M | 32,940 | 0.11% | — |
| ABT | ABBOTT LABORATORIES | $9.2M | 89,543 | 0.11% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.2M | 45,037 | 0.11% | — |
| WBD | WARNER BROS DISCOVERY INC | $8.9M | 322,825 | 0.10% | — |
| BLK | BLACKROCK INC | $8.7M | 9,090 | 0.10% | — |
| WDC | WESTERN DIGITAL CORP | $8.7M | 32,278 | 0.10% | — |
| LOW | LOWES COS INC | $8.2M | 34,764 | 0.10% | — |
| LMT | LOCKHEED MARTIN CORP | $8.1M | 13,373 | 0.09% | — |
| ACN | ACCENTURE PLC IRELAND | $8.0M | 40,314 | 0.09% | — |
| ANET | ARISTA NETWORKS INC | $8.0M | 64,831 | 0.09% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.9M | 20,195 | 0.09% | — |
| CSX | CSX CORP | $7.8M | 191,173 | 0.09% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.8M | 127,822 | 0.09% | — |
| REGN | REGENERON PHARMACEUTICALS | $7.7M | 9,979 | 0.09% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $7.5M | 81,731 | 0.09% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $7.4M | 26,731 | 0.09% | — |
| SNPS | SYNOPSYS INC | $7.4M | 18,697 | 0.09% | — |
| CB | CHUBB LTD SWITZ | $7.4M | 22,553 | 0.09% | — |
| BKR | BAKER HUGHES COMPANY | $7.3M | 119,440 | 0.09% | — |
| AEP | AMERICAN ELEC PWR CO INC | $7.3M | 55,552 | 0.08% | — |
| NEM | NEWMONT CORP | $7.3M | 67,180 | 0.08% | — |
| PGR | PROGRESSIVE CORP | $7.2M | 36,328 | 0.08% | — |
| COF | CAPITAL ONE FINL CORP | $7.1M | 38,754 | 0.08% | — |
| NOW | SERVICENOW INC | $7.0M | 67,321 | 0.08% | — |
| MAR | MARRIOTT INTL INC NEW | $7.0M | 21,332 | 0.08% | — |
| MO | ALTRIA GROUP INC | $6.9M | 104,785 | 0.08% | — |
| ROST | ROSS STORES INC | $6.9M | 31,919 | 0.08% | — |
| SYK | STRYKER CORPORATION | $6.9M | 20,998 | 0.08% | — |
| DHR | DANAHER CORP DEL | $6.9M | 36,382 | 0.08% | — |
| MDLZ | MONDELEZ INTL INC | $6.8M | 117,888 | 0.08% | — |
| MDT | MEDTRONIC PLC | $6.7M | 76,867 | 0.08% | — |
| CME | CME GROUP INC | $6.7M | 22,527 | 0.08% | — |
| SPG | SIMON PPTY GROUP INC NEW | $6.6M | 35,258 | 0.08% | — |
| MCK | MCKESSON CORP | $6.4M | 7,346 | 0.07% | — |
| ETN | EATON CORP PLC | $6.4M | 17,767 | 0.07% | — |
This table is the 150 largest positions by value, out of 560 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 Norinchukin Bank, The (CIK 1496637, accession 0000905148-26-002338). Every other 13F site is reading the same file.
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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