Norinchukin Bank, The
13F Reported Value
ⓘ$10.3B
Holdings
567
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Norinchukin Bank, The disclosed 567 positions worth $10.3B in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 9.0% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 9 and a full exit from $CTRA. The portfolio is most concentrated in Other (42.5% of disclosed assets). All figures are sourced directly from Norinchukin Bank, The’s Form 13F-HR filing with the SEC under CIK 1496637.
AI Fund Analysis
Concentrating
$SPY
$NVDA
$GOOG
$MU
$TSLA
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$920.8M1,233,000 sh ISHARES TR - CORE S&P500 ETF
—Quality
$613.4M819,080 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$503.5M733,080 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$386.7M1,045,000 shISHARES TR - CORE S&P TTL STK
—Quality
$369.0M2,246,560 sh- 85.9
Quality
$366.6M1,832,081 sh J P MORGAN EXCHANGE TRADED - BETABUILDRS US
—Quality
$331.3M2,459,000 sh- —
Quality
$327.2M1,080,000 sh - 76.4
Quality
$317.5M1,097,240 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$308.6M3,511,270 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $920.8M | 1,233,000 |
| ISHARES TR - CORE S&P500 ETF | — | $613.4M | 819,080 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $503.5M | 733,080 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $386.7M | 1,045,000 |
| ISHARES TR - CORE S&P TTL STK | — | $369.0M | 2,246,560 |
| NVIDIA CORP$NVDA | 85.9 | $366.6M | 1,832,081 |
| J P MORGAN EXCHANGE TRADED - BETABUILDRS US | — | $331.3M | 2,459,000 |
 Invesco Ltd.$IVZ | — | $327.2M | 1,080,000 |
 Apple Inc.$AAPL | 76.4 | $317.5M | 1,097,240 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $308.6M | 3,511,270 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Norinchukin Bank, The's 567 positions.
Showing top 10 of 567 holdings.
Sector Allocation
Other
$4.4B
Technology
$2.6B
Financials
$898.9M
Consumer Discretionary
$699.7M
Industrials
$547.4M
Healthcare
$469.1M
Consumer Staples
$172.0M
Real Estate
$124.1M
Top Holdings — Norinchukin Bank, The (Q2 2026)
Top 150 of 567 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $920.8M | 9.0% | +0% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $613.4M | 6.0% | +72% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $503.5M | 4.9% | +0% | — |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $386.7M | 3.8% | +23% | — |
| 5 | — | ISHARES TR - CORE S&P TTL STK | $369.0M | 3.6% | +0% | — |
| 6 | $NVDA | NVIDIA CORP | $366.6M | 3.6% | +1% | 85.9 |
| 7 | — | J P MORGAN EXCHANGE TRADED - BETABUILDRS US | $331.3M | 3.2% | +0% | — |
| 8 | $IVZ | Invesco Ltd. | $327.2M | 3.2% | +31% | — |
| 9 | $AAPL | Apple Inc. | $317.5M | 3.1% | +1% | 76.4 |
| 10 | — | SPDR SERIES TRUST - ST STR P500ETF | $308.6M | 3.0% | +0% | — |
| 11 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $299.6M | 2.9% | +0% | — |
| 12 |  $AMZN | AMAZON COM INC | $206.0M | 2.0% | -4% | 68.7 |
| 13 |  $MSFT | MICROSOFT CORP | $200.9M | 2.0% | -13% | 79.8 |
| 14 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $191.5M | 1.9% | -50% | — |
| 15 | $GOOG | Alphabet Inc. | $152.3M | 1.5% | +1% | 78.2 |
| 16 | — | ISHARES TR - US TREAS BD ETF | $147.9M | 1.4% | +5% | — |
| 17 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $134.0M | 1.3% | NEW | — |
| 18 |  $AVGO | Broadcom Inc. | $132.2M | 1.3% | +1% | 84.5 |
| 19 |  $GOOGL | Alphabet Inc. | $123.4M | 1.2% | +0% | 78.2 |
| 20 | $MU | MICRON TECHNOLOGY INC | $121.6M | 1.2% | +4% | 86.2 |
| 21 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $103.2M | 1.0% | +0% | — |
| 22 | $TSLA | Tesla, Inc. | $100.2M | 1.0% | +1% | 53.9 |
| 23 | $META | Meta Platforms, Inc. | $94.8M | 0.9% | +1% | 79.6 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $91.4M | 0.9% | +2% | 79.8 |
| 25 |  $V | VISA INC. | $84.9M | 0.8% | -5% | 82.9 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $76.0M | 0.7% | -3% | 66.2 |
| 27 |  $INTC | INTEL CORP | $64.2M | 0.6% | +2% | 45.6 |
| 28 | — | ISHARES TR - RUS 1000 ETF | $63.5M | 0.6% | NEW | — |
| 29 |  $TXN | TEXAS INSTRUMENTS INC | $62.5M | 0.6% | -20% | 73.4 |
| 30 |  $LLY | ELI LILLY & Co | $57.9M | 0.6% | +2% | 87.5 |
| 31 |  $AMAT | APPLIED MATERIALS INC /DE | $57.1M | 0.6% | +2% | 72.3 |
| 32 |  $JPM | JPMORGAN CHASE & CO | $55.4M | 0.5% | -2% | 70.7 |
| 33 |  $LRCX | LAM RESEARCH CORP | $53.1M | 0.5% | +2% | 79.4 |
| 34 |  $WMT | Walmart Inc. | $50.9M | 0.5% | +1% | 60.2 |
| 35 |  $SPGI | S&P Global Inc. | $48.6M | 0.5% | +9% | 76.1 |
| 36 |  $LIN | LINDE PLC | $47.6M | 0.5% | -2% | — |
| 37 |  $CSCO | CISCO SYSTEMS, INC. | $46.3M | 0.5% | +1% | 70.3 |
| 38 |  $APH | AMPHENOL CORP /DE/ | $44.0M | 0.4% | +9% | 79.3 |
| 39 |  $DE | DEERE & CO | $42.4M | 0.4% | +5% | 55.4 |
| 40 |  $KLAC | KLA CORP | $39.3M | 0.4% | +929% | 78.6 |
| 41 |  $JNJ | JOHNSON & JOHNSON | $38.2M | 0.4% | -3% | 69 |
| 42 |  $BRK.B | BERKSHIRE HATHAWAY INC | $36.5M | 0.4% | -25% | 73.8 |
| 43 |  $SHW | SHERWIN WILLIAMS CO | $35.9M | 0.3% | -1% | 61.3 |
| 44 |  $TJX | TJX COMPANIES INC /DE/ | $35.6M | 0.3% | -7% | 68.7 |
| 45 |  $ZTS | Zoetis Inc. | $35.3M | 0.3% | +23% | 68.6 |
| 46 |  $CAT | CATERPILLAR INC | $34.8M | 0.3% | -11% | 66.5 |
| 47 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $34.4M | 0.3% | +80% | 55.2 |
| 48 |  $RMD | RESMED INC | $34.1M | 0.3% | +37% | 74.3 |
| 49 |  $SCI | SERVICE CORP INTERNATIONAL | $33.6M | 0.3% | +25% | 68.9 |
| 50 |  $SNDK | Sandisk Corp | $31.7M | 0.3% | +69% | 87.7 |
| 51 |  $CTAS | CINTAS CORP | $31.7M | 0.3% | +16% | 68.7 |
| 52 |  $FAST | FASTENAL CO | $31.2M | 0.3% | -2% | 66.9 |
| 53 |  $EW | Edwards Lifesciences Corp | $30.9M | 0.3% | -13% | 69.4 |
| 54 |  $JKHY | JACK HENRY & ASSOCIATES INC | $30.9M | 0.3% | +11% | 66.2 |
| 55 |  $NFLX | NETFLIX INC | $29.8M | 0.3% | +1% | 78.8 |
| 56 |  $ITW | ILLINOIS TOOL WORKS INC | $29.8M | 0.3% | +12% | 63.6 |
| 57 |  $PANW | Palo Alto Networks Inc | $28.8M | 0.3% | +2% | 65.5 |
| 58 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $28.5M | 0.3% | -6% | 58.1 |
| 59 |  $MA | Mastercard Inc | $28.1M | 0.3% | +7% | 85.1 |
| 60 |  $PLTR | Palantir Technologies Inc. | $27.7M | 0.3% | +1% | 84.6 |
| 61 |  $XOM.R34088 | EXXON MOBIL CORP | $27.2M | 0.3% | -4% | 57.9 |
| 62 |  $ABBV | AbbVie Inc. | $27.1M | 0.3% | -0% | 72.6 |
| 63 |  $UNH | UNITEDHEALTH GROUP INC | $26.3M | 0.3% | -3% | 62.7 |
| 64 |  $VRSK | Verisk Analytics, Inc. | $25.4M | 0.3% | -14% | 71.2 |
| 65 |  $GS | GOLDMAN SACHS GROUP INC | $25.4M | 0.3% | -4% | 73.5 |
| 66 |  $GE | GENERAL ELECTRIC CO | $24.4M | 0.2% | +0% | 73.8 |
| 67 |  $HD | HOME DEPOT, INC. | $24.1M | 0.2% | -1% | 60.3 |
| 68 |  $ROL | ROLLINS INC | $23.7M | 0.2% | +80% | 65 |
| 69 |  $BAC | BANK OF AMERICA CORP /DE/ | $22.8M | 0.2% | -1% | 67.6 |
| 70 |  $STE | STERIS plc | $22.5M | 0.2% | +5% | — |
| 71 |  $PG | PROCTER & GAMBLE Co | $22.0M | 0.2% | +3% | 64.6 |
| 72 |  $AMGN | AMGEN INC | $21.4M | 0.2% | -3% | 79.2 |
| 73 |  $CVX | CHEVRON CORP | $21.4M | 0.2% | -2% | 62.8 |
| 74 |  $KO | COCA COLA CO | $21.0M | 0.2% | -2% | 69.5 |
| 75 |  $WDC | WESTERN DIGITAL CORP | $20.9M | 0.2% | +1% | 80.7 |
| 76 |  $STX | Seagate Technology Holdings plc | $20.4M | 0.2% | +5% | — |
| 77 |  $MRVL | Marvell Technology, Inc. | $20.3M | 0.2% | +109% | 76.5 |
| 78 |  $TW | Tradeweb Markets Inc. | $20.2M | 0.2% | +4% | 76.9 |
| 79 |  $MRK | Merck & Co., Inc. | $19.5M | 0.2% | -1% | 59.9 |
| 80 |  $QCOM | QUALCOMM INC/DE | $19.1M | 0.2% | +0% | 70.5 |
| 81 |  $CRWD | CrowdStrike Holdings, Inc. | $19.0M | 0.2% | +2% | 67.7 |
| 82 |  $ADI | ANALOG DEVICES INC | $18.4M | 0.2% | -0% | 79.2 |
| 83 |  $GEV | GE Vernova Inc. | $18.1M | 0.2% | -5% | 81.1 |
| 84 |  $PM | Philip Morris International Inc. | $17.9M | 0.2% | +2% | 75.9 |
| 85 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $17.7M | 0.2% | -3% | 70 |
| 86 |  $PEP | PEPSICO INC | $17.4M | 0.2% | +2% | 63.4 |
| 87 |  $WELL | WELLTOWER INC. | $16.9M | 0.2% | +7% | 59.8 |
| 88 |  $MS | MORGAN STANLEY | $16.7M | 0.2% | +9% | 75.8 |
| 89 |  $CPRT | COPART INC | $16.4M | 0.2% | +41% | 69.1 |
| 90 |  $RTX | RTX Corp | $16.0M | 0.2% | -5% | 73.2 |
| 91 |  $GILD | GILEAD SCIENCES, INC. | $15.2M | 0.1% | +1% | 57.4 |
| 92 |  $WFC | WELLS FARGO & COMPANY/MN | $14.7M | 0.1% | +1% | 61.8 |
| 93 |  $ORCL | ORACLE CORP | $14.5M | 0.1% | +0% | 66.2 |
| 94 |  $APP | AppLovin Corp | $14.3M | 0.1% | +1% | 84.4 |
| 95 |  $BKNG | Booking Holdings Inc. | $14.1M | 0.1% | +2350% | 58.5 |
| 96 |  $ISRG | INTUITIVE SURGICAL INC | $14.1M | 0.1% | +1% | 79.9 |
| 97 |  $PLD | Prologis, Inc. | $14.1M | 0.1% | -0% | 68.3 |
| 98 |  $AXP | AMERICAN EXPRESS CO | $14.0M | 0.1% | +1% | 69.4 |
| 99 |  $C | CITIGROUP INC | $13.9M | 0.1% | -7% | 65 |
| 100 |  $MCD | MCDONALDS CORP | $13.0M | 0.1% | -4% | 69 |
| 101 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $12.6M | 0.1% | +1% | 75.4 |
| 102 |  $UBER | Uber Technologies, Inc | $12.4M | 0.1% | -1% | 73.5 |
| 103 |  $NEE | NEXTERA ENERGY INC | $12.1M | 0.1% | +0% | 64.6 |
| 104 |  $BA | BOEING CO | $11.9M | 0.1% | -8% | 61.6 |
| 105 |  $SBUX | STARBUCKS CORP | $11.5M | 0.1% | +1% | 58.2 |
| 106 |  $TMUS | T-Mobile US, Inc. | $11.5M | 0.1% | -2% | 69.1 |
| 107 |  $GLW | CORNING INC /NY | $11.1M | 0.1% | +4% | 73.7 |
| 108 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $10.8M | 0.1% | -1% | 65.1 |
| 109 |  $DIS | Walt Disney Co | $10.6M | 0.1% | -4% | 60.1 |
| 110 |  $VZ | VERIZON COMMUNICATIONS INC | $10.6M | 0.1% | -7% | 65.8 |
| 111 |  $ANET | Arista Networks, Inc. | $10.5M | 0.1% | -5% | 81.9 |
| 112 |  $WBD | Warner Bros. Discovery, Inc. | $10.3M | 0.1% | +20% | 41.4 |
| 113 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $10.2M | 0.1% | +2% | 72.6 |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $10.1M | 0.1% | +0% | 69.8 |
| 115 |  $FTNT | Fortinet, Inc. | $10.1M | 0.1% | +0% | 80.1 |
| 116 |  $SCHW | SCHWAB CHARLES CORP | $9.9M | 0.1% | +7% | 79.4 |
| 117 |  $ETN | Eaton Corp plc | $9.8M | 0.1% | +29% | — |
| 118 |  $BLK | BlackRock, Inc. | $9.6M | 0.1% | +10% | 70 |
| 119 |  $COP | CONOCOPHILLIPS | $9.1M | 0.1% | +9% | 70.2 |
| 120 |  $EQIX | EQUINIX INC | $9.1M | 0.1% | -8% | 59 |
| 121 |  $IDXX | IDEXX LABORATORIES INC /DE | $9.0M | 0.1% | +122% | 73.8 |
| 122 |  $DDOG | Datadog, Inc. | $8.9M | 0.1% | +3% | 71.4 |
| 123 |  $CCZ | COMCAST CORP | $8.8M | 0.1% | -2% | 59.5 |
| 124 |  $CRM | Salesforce, Inc. | $8.6M | 0.1% | -15% | 77 |
| 125 |  $T | AT&T INC. | $8.6M | 0.1% | +10% | 65.7 |
| 126 |  $ADBE | ADOBE INC. | $8.6M | 0.1% | +0% | 77.6 |
| 127 |  $CVS | CVS HEALTH Corp | $8.5M | 0.1% | +2% | 59.4 |
| 128 |  $COF | CAPITAL ONE FINANCIAL CORP | $8.5M | 0.1% | +9% | 62.4 |
| 129 |  $SNPS | SYNOPSYS INC | $8.4M | 0.1% | +1% | 67.9 |
| 130 |  $CEG | Constellation Energy Corp | $8.4M | 0.1% | +3% | 59.4 |
| 131 |  $MNST | Monster Beverage Corp | $8.2M | 0.1% | +2% | 71.3 |
| 132 |  $PFE | PFIZER INC | $8.1M | 0.1% | +3% | 62 |
| 133 |  $HON | HONEYWELL INTERNATIONAL INC | $8.1M | 0.1% | -49% | 65 |
| 134 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $8.0M | 0.1% | +1% | 61.7 |
| 135 |  $PGR | PROGRESSIVE CORP/OH/ | $7.9M | 0.1% | +0% | 80.1 |
| 136 |  $DELL | Dell Technologies Inc. | $7.9M | 0.1% | -2% | 71.2 |
| 137 |  $LOW | LOWES COMPANIES INC | $7.8M | 0.1% | +2% | 60.8 |
| 138 |  $SPG | SIMON PROPERTY GROUP INC. | $7.7M | 0.1% | -2% | 76.7 |
| 139 |  $MO | ALTRIA GROUP, INC. | $7.6M | 0.1% | +1% | 67.4 |
| 140 |  $VRT | Vertiv Holdings Co | $7.6M | 0.1% | +49% | 81 |
| 141 |  $INTU | INTUIT INC. | $7.6M | 0.1% | +1% | 79.3 |
| 142 |  $UNP | UNION PACIFIC CORP | $7.5M | 0.1% | +11% | 69.7 |
| 143 |  $ORLY | O REILLY AUTOMOTIVE INC | $7.5M | 0.1% | -0% | 67.4 |
| 144 |  $CB | Chubb Ltd | $7.5M | 0.1% | -2% | — |
| 145 |  $CSX | CSX CORP | $7.5M | 0.1% | -18% | 65.2 |
| 146 |  $HONA | Honeywell Aerospace Inc. | $7.4M | 0.1% | NEW | — |
| 147 |  $DASH | DoorDash, Inc. | $7.4M | 0.1% | +2% | 71 |
| 148 |  $TER | TERADYNE, INC | $7.3M | 0.1% | +61% | 77.3 |
| 149 |  $PH | Parker-Hannifin Corp | $7.2M | 0.1% | +24% | 65.8 |
| 150 |  $BMY | BRISTOL MYERS SQUIBB CO | $7.2M | 0.1% | -3% | 70.4 |
New Positions (16)
$HONA Honeywell Aerospace Inc.$7.4M
$ALAB Astera Labs, Inc.$3.2M
$FLEX FLEX LTD.$2.4M
$NBIS Nebius Group N.V.$2.3M
$RKLB Rocket Lab Corp$2.3M
$CRWV CoreWeave, Inc.$1.7M
$VEEV VEEVA SYSTEMS INC$1.7M
$CASY CASEYS GENERAL STORES INC$1.7M
$FDXF FedEx Freight Holding Company, Inc.$1.1M
$VNO VORNADO REALTY TRUST$268,812
$OUT OUTFRONT Media Inc.$216,937
$CUZ COUSINS PROPERTIES INC$213,218
$MRP Millrose Properties, Inc.$200,373
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Norinchukin Bank, The including:
Track Norinchukin Bank, The's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Norinchukin Bank, The and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Norinchukin Bank, The
13F Pro is an AI hedge fund tracker and stock research platform. For Norinchukin Bank, The (SEC CIK: 1496637), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Norinchukin Bank, The's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.