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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 12 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KMI KINDER MORGAN INC DEL Energy 18,696,072.0 $626.9M 0.08% -335K -1.8% $33.53 -0.4%
222 PSA PUBLIC STORAGE OPER CO Real Estate 2,309,054.0 $625.5M 0.08% -52K -2.2% $270.88 +11.9%
223 ADSK AUTODESK INC Technology 2,596,347.0 $621.6M 0.08% +43K +1.7% $239.40 -1.2%
224 TRGP TARGA RES CORP Energy 2,471,128.0 $619.6M 0.08% +224K +10.0% $250.73 +6.7%
225 WBD WARNER BROS DISCOVERY INC Communication Services 22,502,046.0 $617.9M 0.08% -295K -1.3% $27.46 -1.2%
226 AEP AMERICAN ELEC PWR CO INC Utilities 4,672,492.0 $612.5M 0.08% $131.08 -4.5%
227 EBAY EBAY INC. Consumer Cyclical 6,561,686.0 $597.2M 0.08% -81K -1.2% $91.02 +24.4%
228 TGT TARGET CORP Consumer Defensive 4,873,174.0 $590.6M 0.08% -54K -1.1% $121.20 +1.6%
229 CAH CARDINAL HEALTH INC Healthcare 2,794,307.0 $590.5M 0.08% -61K -2.1% $211.31 -7.6%
230 VMC VULCAN MATLS CO Basic Materials 2,157,873.0 $587.6M 0.08% -17K -0.8% $272.30 +1.0%
231 TEL TE CONNECTIVITY PLC Technology 2,800,051.0 $585.3M 0.08% +43K +1.6% $209.02 -1.1%
232 TFC TRUIST FINL CORP Financial Services 12,684,088.0 $583.1M 0.08% -373K -2.9% $45.97 +2.5%
233 CRH PLC 5,519,285.0 $580.2M 0.08% -47K -0.8% $105.12
234 EMXC ISHARES INC 7,371,977.0 $579.9M 0.08% +199K +2.8% $78.66 +19.0%
235 AZO AUTOZONE INC Consumer Cyclical 168,831.0 $570.3M 0.07% -12K -6.6% $3377.78 -1.7%
236 EA ELECTRONIC ARTS INC Communication Services 2,794,179.0 $569.6M 0.07% +92K +3.4% $203.87 -1.5%
237 OKE ONEOK INC NEW Energy 6,242,936.0 $564.3M 0.07% $90.39 +0.7%
238 BKR BAKER HUGHES COMPANY Energy 9,214,056.0 $562.5M 0.07% +81K +0.9% $61.05 +5.0%
239 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,752,205.0 $561.7M 0.07% $72.46 +18.4%
240 KKR KKR & CO INC Financial Services 5,949,141.0 $550.3M 0.07% -33K -0.6% $92.50 +7.6%
Page 12 of 220  ·  4,396 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%