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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 16 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XEL XCEL ENERGY INC Utilities 5,129,379.0 $407.5M 0.05% -42K -0.8% $79.44 -1.3%
302 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,032,960.0 $407.4M 0.05% +83K +1.7% $80.95 -5.2%
303 PRU PRUDENTIAL FINL INC Financial Services 4,161,490.0 $406.5M 0.05% -23K -0.5% $97.69 +4.4%
304 LITE LUMENTUM HLDGS INC Technology 577,899.0 $406.1M 0.05% +12K +2.0% $702.76 +30.7%
305 XYL XYLEM INC Industrials 3,387,261.0 $404.8M 0.05% -22K -0.7% $119.50 -9.4%
306 CF CF INDUSTRIES HOLD Basic Materials 3,106,699.0 $403.4M 0.05% -41K -1.3% $129.84 -5.5%
307 FITB FIFTH THIRD BANCORP Financial Services 8,614,756.0 $400.2M 0.05% +2.2M +33.5% $46.46 +2.3%
308 BDX BECTON DICKINSON & CO Healthcare 2,501,559.0 $393.3M 0.05% $157.23 -8.8%
309 WEC WEC ENERGY GROUP INC Utilities 3,382,948.0 $391.6M 0.05% -258K -7.1% $115.77 -5.2%
310 TPR TAPESTRY INC Consumer Cyclical 2,771,832.0 $391.1M 0.05% -33K -1.2% $141.11 -6.5%
311 NU NU HLDGS LTD Financial Services 27,141,148.0 $390.0M 0.05% -549K -2.0% $14.37 -14.5%
312 RMD RESMED INC Healthcare 1,725,693.0 $387.4M 0.05% -60K -3.3% $224.48 -9.9%
313 DHI D R HORTON INC Consumer Cyclical 2,801,683.0 $384.4M 0.05% -84K -2.9% $137.22 +0.1%
314 FERG FERGUSON ENTERPRISES INC Industrials 1,638,019.0 $382.1M 0.05% -64K -3.8% $233.26 -4.0%
315 CVNA CARVANA CO Consumer Cyclical 1,213,055.0 $381.4M 0.05% +24K +2.0% $314.38 -78.8%
316 DFIV DIMENSIONAL ETF TRUST 7,220,415.0 $381.1M 0.05% $52.78 +4.4%
317 CBOE CBOE GLOBAL MKTS INC Financial Services 1,330,890.0 $374.1M 0.05% -71K -5.1% $281.07 +29.3%
318 EQR EQUITY RESIDENTIAL Real Estate 6,306,726.0 $373.0M 0.05% -127K -2.0% $59.15 +8.9%
319 MSCI MSCI INC Financial Services 687,009.0 $370.3M 0.05% -10K -1.4% $539.01 +5.1%
320 IWV ISHARES TR 998,905.0 $370.3M 0.05% -21K -2.0% $370.68 +12.7%
Page 16 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%