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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 6 of 53  ·  1,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTEB VANGUARD MUN BD FDS 14,599,761.0 $728.4M 0.10% -750K -4.9% $49.89 -0.1%
102 CI THE CIGNA GROUP Healthcare 2,702,601.0 $720.9M 0.10% -48K -1.8% $266.75 +6.9%
103 EXC EXELON CORP Utilities 14,657,327.0 $718.5M 0.10% -149K -1.0% $49.02 -9.4%
104 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,170,788.0 $710.0M 0.09% -34K -1.6% $327.07 +8.1%
105 UPS UNITED PARCEL SVCS INC Industrials 7,106,062.0 $699.1M 0.09% -130K -1.8% $98.38 +0.0%
106 CENCORA INC 2,182,675.0 $685.7M 0.09% -41K -1.9% $314.14
107 HYGV FLEXSHARES TR 17,100,663.0 $685.1M 0.09% -1.3M -7.0% $40.06 -0.2%
108 GWW WW GRAINGER INC Industrials 619,348.0 $675.6M 0.09% -10K -1.7% $1090.81 +17.7%
109 GM GENERAL MTRS CO Consumer Cyclical 9,031,402.0 $672.8M 0.09% -174K -1.9% $74.50 +4.4%
110 AON AON PLC Financial Services 2,082,105.0 $672.1M 0.09% -18K -0.8% $322.78 -1.7%
111 PSX PHILLIPS 66 Energy 3,676,074.0 $669.7M 0.09% -40K -1.1% $182.18 -5.9%
112 ZTS ZOETIS INC Healthcare 5,546,057.0 $655.6M 0.09% -203K -3.5% $118.21 -36.1%
113 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,061,192.0 $654.5M 0.09% -14K -1.3% $616.76 +6.9%
114 NKE NIKE INC Consumer Cyclical 12,368,667.0 $653.3M 0.09% -544K -4.2% $52.82 -20.4%
115 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,373,618.0 $653.2M 0.09% -40K -1.7% $275.18 -3.6%
116 CTAS CINTAS CORP Industrials 3,831,649.0 $648.1M 0.09% -24K -0.6% $169.14 -1.9%
117 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,158,025.0 $631.8M 0.08% -73K -3.3% $292.75 +35.5%
118 KMI KINDER MORGAN INC DEL Energy 18,696,072.0 $626.9M 0.08% -335K -1.8% $33.53 -0.4%
119 PSA PUBLIC STORAGE OPER CO Real Estate 2,309,054.0 $625.5M 0.08% -52K -2.2% $270.88 +11.9%
120 WBD WARNER BROS DISCOVERY INC Communication Services 22,502,046.0 $617.9M 0.08% -295K -1.3% $27.46 -1.2%
Page 6 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%