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Portfolio (Quarterly) Guide ↗

NORTHERN TRUST CORP

· CIK 0000073124
13F Portfolio $756.6B AUM 19,864 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New 2568 Added 1041 Reduced 184 Exited
Page 2 of 53  ·  1,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITW ILLINOIS TOOL WKS INC Industrials 11,201,579.0 $2.92B 0.39% -182K -1.6% $260.29 -3.7%
22 ORCL ORACLE CORP Technology 18,807,683.0 $2.77B 0.37% -192K -1.0% $147.11 +33.0%
23 GS GOLDMAN SACHS GROUP INC Financial Services 3,156,087.0 $2.67B 0.35% -19K -0.6% $845.99 +14.5%
24 WFC WELLS FARGO & CO Financial Services 31,251,400.0 $2.49B 0.33% -619K -1.9% $79.61 -7.3%
25 GEV GE VERNOVA INC Utilities 2,787,345.0 $2.43B 0.32% -32K -1.1% $872.90 +24.9%
26 UNH UNITEDHEALTH GROUP INC Healthcare 8,779,907.0 $2.38B 0.31% -67K -0.8% $270.59 +47.5%
27 IWF ISHARES TR 5,474,587.0 $2.33B 0.31% -86K -1.5% $426.40 -70.8%
28 KLAC KLA CORP Technology 1,571,945.0 $2.31B 0.31% -30K -1.9% $1472.41 +28.6%
29 PEP PEPSICO INC Consumer Defensive 14,853,134.0 $2.31B 0.30% -128K -0.8% $155.29 -4.3%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,509,047.0 $2.20B 0.29% -111K -1.7% $337.95 +23.6%
31 C CITIGROUP INC Financial Services 18,871,558.0 $2.14B 0.28% -330K -1.7% $113.41 +8.8%
32 NFRA FLEXSHARES TR 33,287,053.0 $2.13B 0.28% -2.4M -6.7% $63.95 +1.1%
33 ABT ABBOTT LABORATORIES Healthcare 19,394,974.0 $1.99B 0.26% -382K -1.9% $102.67 -17.7%
34 GILD GILEAD SCIENCES INC Healthcare 13,820,379.0 $1.93B 0.26% -238K -1.7% $139.37 -5.2%
35 DIS DISNEY WALT CO Communication Services 19,952,805.0 $1.92B 0.25% -249K -1.2% $96.38 +9.4%
36 CRM SALESFORCE INC Technology 10,242,400.0 $1.91B 0.25% -259K -2.5% $186.67 -10.2%
37 AXP AMERICAN EXPRESS CO Financial Services 6,292,668.0 $1.90B 0.25% -68K -1.1% $302.48 +3.6%
38 TXN TEXAS INSTRS INC Technology 9,521,566.0 $1.85B 0.24% -166K -1.7% $194.14 +57.8%
39 PFE PFIZER INC Healthcare 62,026,552.0 $1.74B 0.23% -1.2M -1.9% $28.08 -8.3%
40 PLD PROLOGIS INC. Real Estate 12,944,980.0 $1.71B 0.23% -204K -1.6% $132.18 +7.9%
Page 2 of 53  ·  1,041 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 13.2%
Healthcare 9.9%
Communication Services 9.6%
Consumer Cyclical 9.5%
Industrials 9.4%
Consumer Defensive 5.0%
Energy 4.2%
Real Estate 2.9%
Utilities 2.7%