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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 9 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HWM HOWMET AEROSPACE INC Industrials 3,715,976.0 $856.4M 0.11% $230.46 +18.2%
162 PWR QUANTA SVCS INC Industrials 1,556,999.0 $854.8M 0.11% $549.02 +42.1%
163 JCI JOHNSON CONTROLS INTERNATION Industrials 6,444,992.0 $844.0M 0.11% -179K -2.7% $130.95 +9.8%
164 BSX BOSTON SCIENTIFIC CORP Healthcare 13,373,881.0 $839.2M 0.11% -562K -4.0% $62.75 -16.0%
165 CVS CVS HEALTH CORP Healthcare 11,641,549.0 $836.1M 0.11% -190K -1.6% $71.82 +35.3%
166 SHW SHERWIN WILLIAMS CO Basic Materials 2,598,685.0 $833.0M 0.11% -32K -1.2% $320.55 -3.5%
167 HCA HCA HEALTHCARE INC Healthcare 1,752,127.0 $829.2M 0.11% -11K -0.6% $473.24 -8.6%
168 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,961,425.0 $827.2M 0.11% -147K -1.6% $92.31 -2.8%
169 EMR EMERSON ELEC CO Industrials 6,271,073.0 $821.6M 0.11% -169K -2.6% $131.02 +5.2%
170 BX BLACKSTONE INC Financial Services 7,143,281.0 $821.4M 0.11% $114.99 +2.5%
171 NTRS NORTHERN TR CORP Financial Services 5,876,501.0 $820.2M 0.11% +197K +3.5% $139.57 +17.7%
172 MMM 3M CO Industrials 5,625,658.0 $817.0M 0.11% -93K -1.6% $145.23 -0.1%
173 CDNS CADENCE DESIGN SYSTEM INC Technology 2,891,586.0 $803.5M 0.11% -22K -0.8% $277.87 +25.0%
174 VLO VALERO ENERGY CORP Energy 3,238,214.0 $800.1M 0.11% -47K -1.4% $247.08 -0.9%
175 PCAR PACCAR INC Industrials 6,907,646.0 $797.8M 0.10% +1.8M +35.7% $115.50 -2.5%
176 MDLZ MONDELEZ INTL INC Consumer Defensive 13,799,372.0 $795.4M 0.10% -653K -4.5% $57.64 +5.8%
177 EOG EOG RES INC Energy 5,476,031.0 $791.7M 0.10% -241K -4.2% $144.57 -5.9%
178 SANDISK CORP 1,234,681.0 $784.4M 0.10% +101K +8.9% $635.34
179 MSI MOTOROLA SOLUTIONS INC Technology 1,798,560.0 $780.5M 0.10% $433.97 -8.0%
180 MPC MARATHON PETE CORP Energy 3,176,869.0 $775.7M 0.10% -113K -3.4% $244.18 +1.9%
Page 9 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%