Institution

Metlife Investment Management, LLC

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 1529735

Reported value: $22.1bn
Positions we cover: 2,753
Copy, a year: +14.0%
Copy Sharpe ratio: 0.65

How copying its 13F would have done

CopyS&P 500 $10,000 copying Metlife Investment Management, LLC's filed holdings in companies we cover from February 16, 2018, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −32.5% (S&P 500 −31.8%); beta 1.00; alpha −0.1% a year (t = −0.10); last 12 months +11.5% against +12.1%.

Reported value by quarter

Metlife Investment Management, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2017-12-31	$8.8B
2018-03-31	$8.5B
2018-06-30	$8.5B
2018-09-30	$9.8T
2018-12-31	$8.2T
2019-03-31	$9.2T
2019-06-30	$9.3T
2019-09-30	$9.1T
2019-12-31	$9.6T
2020-03-31	$7.3T
2020-06-30	$8.8T
2020-09-30	$9.1T
2020-12-31	$10.6T
2021-03-31	$10.9T
2021-06-30	$11.4T
2021-09-30	$11.2T
2021-12-31	$12.2T
2022-03-31	$15.4T
2022-06-30	$12.9T
2022-09-30	$12T
2022-12-31	$13.2T
2023-03-31	$13.9B
2023-06-30	$13.7B
2023-09-30	$12.8B
2023-12-31	$13.9B
2024-03-31	$14.9B
2024-06-30	$16.8B
2024-09-30	$17.4B
2024-12-31	$18.4B
2025-03-31	$18.5B
2025-06-30	$17B
2025-09-30	$20.8B
2025-12-31	$20.7B
2026-03-31	$19.6B
2026-06-30	$22.1B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	5.84%	$1.3bn	6.44M	−1.5% Reduced
AAPLApple Inc.	4.80%	$1.1bn	3.66M	−7.7% Reduced
MSFTMicrosoft Corporation	3.12%	$688.4m	1.85M	−8.6% Reduced
GOOGLAlphabet Inc. (Class A)	2.54%	$561.0m	1.57M	+4.1% Added
AMZNAmazon	2.45%	$541.0m	2.27M	−10.9% Reduced
AVGOBroadcom	2.16%	$477.7m	1.26M	−2.3% Reduced
MUMicron Technology	1.58%	$348.9m	302.3K	+15.0% Added
METAMeta Platforms	1.46%	$322.8m	573.1K	−2.0% Reduced
TSLATesla, Inc.	1.45%	$319.9m	760.6K	−1.7% Reduced
LLYLilly (Eli)	1.16%	$254.8m	212.5K	−4.1% Reduced
AMDAdvanced Micro Devices	1.15%	$253.8m	436.9K	+3.2% Added
JPMJPMorgan Chase	0.91%	$200.6m	612.9K	−2.8% Reduced
AMATApplied Materials	0.70%	$153.8m	212.7K	+8.7% Added
VVisa Inc.	0.69%	$152.5m	444.4K	−5.2% Reduced
INTCIntel	0.68%	$150.1m	1.08M	−1.6% Reduced
LRCXLam Research	0.66%	$145.2m	335.2K	−3.8% Reduced
JNJJohnson & Johnson	0.63%	$139.9m	550.8K	−2.2% Reduced
CATCaterpillar Inc.	0.59%	$131.1m	123.1K	+10.7% Added
WMTWalmart	0.52%	$115.3m	1.02M	−2.4% Reduced
MAMastercard	0.50%	$111.1m	216.3K	−4.5% Reduced
CSCOCisco	0.48%	$106.1m	903.7K	−2.2% Reduced
KLACKLA Corporation	0.48%	$105.7m	350.3K	+857.5% Added
GEGE Aerospace	0.47%	$104.3m	279.1K	−4.4% Reduced
ABBVAbbVie	0.47%	$103.1m	409.8K	−16.9% Reduced
COSTCostco	0.46%	$102.1m	109.1K	−11.8% Reduced
HDThe Home Depot	0.41%	$90.6m	256.9K	−3.7% Reduced
SNDKSandisk	0.41%	$89.9m	39.6K	+14.9% Added
UNHUnitedHealth Group	0.39%	$86.3m	207.7K	−1.9% Reduced
BACBank of America	0.39%	$86.2m	1.51M	−3.8% Reduced
GEVGE Vernova	0.38%	$84.7m	72.1K	−4.2% Reduced
NFLXNetflix	0.36%	$80.5m	1.13M	−4.3% Reduced
PGProcter & Gamble	0.35%	$78.1m	532.8K	−2.0% Reduced
PANWPalo Alto Networks	0.34%	$74.0m	217.1K	−7.5% Reduced
KOThe Coca-Cola Company	0.33%	$73.4m	903.6K	−8.8% Reduced
TXNTexas Instruments	0.33%	$72.7m	243.9K	+6.6% Added
MRKMerck & Co.	0.33%	$72.6m	565.1K	−2.6% Reduced
PLTRPalantir Technologies Inc.	0.32%	$71.3m	611.3K	−3.1% Reduced
CVXChevron Corporation	0.32%	$70.9m	428.0K	−2.3% Reduced
MRVLMarvell Technology	0.32%	$69.9m	234.5K	+1317.6% Added
GSGoldman Sachs	0.31%	$68.2m	67.4K	−4.7% Reduced
ORCLOracle Corporation	0.30%	$66.8m	455.8K	−3.4% Reduced
PMPhilip Morris International	0.29%	$64.5m	356.6K	−2.0% Reduced
IBMIBM	0.27%	$60.5m	215.0K	−1.5% Reduced
WDCWestern Digital	0.27%	$58.8m	92.0K	+16.1% Added
RTXRTX Corporation	0.27%	$58.5m	308.1K	−1.7% Reduced
APHAmphenol	0.26%	$58.1m	329.6K	−3.7% Reduced
WFCWells Fargo	0.26%	$57.9m	700.2K	−3.1% Reduced
MSMorgan Stanley	0.26%	$57.1m	273.0K	−2.5% Reduced
CCitigroup	0.25%	$56.1m	400.5K	−5.1% Reduced
LINLinde plc	0.25%	$54.9m	105.8K	−3.1% Reduced
GLWCorning Inc.	0.24%	$53.7m	210.3K	+15.3% Added
CRWDCrowdStrike	0.24%	$53.0m	69.4K	−0.8% Reduced
AMGNAmgen	0.23%	$50.1m	138.5K	−3.7% Reduced
ANETArista Networks	0.21%	$47.1m	277.4K	−3.6% Reduced
STXSeagate Technology	0.21%	$46.0m	47.6K	+0.5% Added
ADIAnalog Devices	0.20%	$44.9m	113.0K	−1.0% Reduced
QCOMQualcomm	0.20%	$44.6m	241.1K	−7.4% Reduced
MCDMcDonald's	0.20%	$43.9m	162.5K	−3.4% Reduced
AXPAmerican Express	0.20%	$43.2m	127.8K	−4.1% Reduced
PEPPepsiCo	0.20%	$43.2m	319.0K	−2.7% Reduced
BABoeing	0.20%	$43.1m	199.2K	+6.1% Added
TMOThermo Fisher Scientific	0.19%	$42.6m	85.0K	−3.2% Reduced
NEENextEra Energy	0.19%	$41.9m	477.1K	−2.0% Reduced
TJXTJX Companies	0.19%	$41.3m	272.8K	−4.2% Reduced
WELLWelltower	0.19%	$41.2m	181.4K	−0.7% Reduced
VZVerizon	0.18%	$40.5m	955.5K	−3.0% Reduced
ETNEaton Corporation	0.18%	$38.9m	91.2K	+0.4%
DISThe Walt Disney Company	0.17%	$38.3m	397.9K	−3.9% Reduced
ISRGIntuitive Surgical	0.17%	$37.7m	94.8K	−4.1% Reduced
UNPUnion Pacific Corporation	0.17%	$37.4m	137.4K	−2.5% Reduced
BKNGBooking Holdings	0.17%	$37.0m	207.7K	+2228.4% Added
DEDeere & Company	0.17%	$36.4m	57.4K	−2.3% Reduced
APPApplovin Corp	0.17%	$36.3m	70.5K	−4.1% Reduced
ABTAbbott Laboratories	0.16%	$36.1m	398.3K	−1.9% Reduced
GILDGilead Sciences	0.16%	$35.9m	284.1K	−6.9% Reduced
SCHWCharles Schwab Corporation	0.16%	$35.0m	378.8K	−4.6% Reduced
VRTVertiv	0.16%	$34.5m	102.9K	−3.4% Reduced
ONBOLD National Bancorp	0.16%	$34.3m	1.33M	+1.3% Added
UBERUber	0.15%	$34.1m	472.0K	−17.3% Reduced
TAT&T	0.15%	$32.8m	1.59M	−2.9% Reduced
PLDPrologis	0.15%	$32.5m	239.6K	−1.6% Reduced
BLKBlackRock	0.14%	$31.9m	33.2K	−2.0% Reduced
HALOHalozyme Therapeutics, Inc.	0.14%	$31.5m	402.6K	+7.4% Added
PFEPfizer	0.14%	$31.4m	1.30M	−1.9% Reduced
ZIONZions Bancorporation, National Association	0.14%	$30.4m	440.0K	+0.4%
PRAXPraxis Precision Medicines, Inc.	0.14%	$30.3m	90.5K	+11.9% Added
CVSCVS Health	0.14%	$30.2m	292.0K	−1.7% Reduced
KTBKontoor Brands, Inc.	0.14%	$30.0m	359.8K	+1.4% Added
CRMSalesforce	0.13%	$29.3m	186.8K	−16.3% Reduced
DELLDell Technologies	0.13%	$29.2m	67.8K	−5.4% Reduced
PGRProgressive Corporation	0.13%	$29.2m	133.7K	−3.3% Reduced
SBUXStarbucks	0.13%	$29.2m	285.4K	+4.5% Added
TTTrane Technologies	0.13%	$29.1m	59.3K	−4.1% Reduced
COPConocoPhillips	0.13%	$29.0m	278.7K	−2.7% Reduced
PWRQuanta Services	0.13%	$28.9m	40.2K	+0.5% Added
VRTXVertex Pharmaceuticals	0.13%	$28.8m	58.1K	−18.0% Reduced
HWMHowmet Aerospace	0.13%	$28.8m	107.1K	−4.2% Reduced
COFCapital One	0.13%	$28.6m	142.4K	−2.4% Reduced
HWCHancock Whitney Corp	0.13%	$28.4m	380.1K	+2.0% Added
LOWLowe's	0.13%	$28.3m	128.1K	−2.2% Reduced
PHParker Hannifin	0.13%	$28.2m	28.9K	−2.2% Reduced
SPGIS&P Global	0.13%	$28.2m	69.2K	−3.1% Reduced
CBChubb Limited	0.13%	$28.1m	82.4K	−3.1% Reduced
AZNAstrazeneca PLC	0.13%	$28.0m	149.5K	+1.5% Added
CDNSCadence Design Systems Inc	0.13%	$27.7m	73.9K	−2.6% Reduced
LMTLockheed Martin	0.13%	$27.7m	54.4K	+8.9% Added
SSBSouthstate Bank Corp	0.13%	$27.6m	276.7K	+0.2%
MOAltria	0.13%	$27.5m	382.1K	−2.6% Reduced
DHRDanaher Corporation	0.12%	$27.5m	144.1K	−2.0% Reduced
NOWServiceNow	0.12%	$27.4m	276.2K	−5.3% Reduced
AEISAdvanced Energy Industries Inc	0.12%	$27.4m	73.5K	−26.4% Reduced
JBTMJBT Marel Corp	0.12%	$27.4m	188.7K	+2.3% Added
BMYBristol Myers Squibb	0.12%	$26.9m	467.2K	−5.3% Reduced
ALKSAlkermes plc.	0.12%	$26.9m	512.9K	+477.3% Added
ACIWACI Worldwide, Inc.	0.12%	$26.7m	531.2K	+1.4% Added
EQIXEquinix	0.12%	$26.4m	25.3K	−1.5% Reduced
SAROStandardaero, Inc.	0.12%	$26.1m	874.1K	+5.8% Added
ARAntero Resources Corp	0.12%	$25.8m	733.0K	+0.5% Added
FTNTFortinet	0.12%	$25.5m	166.0K	−5.4% Reduced
YETIYeti Holdings, Inc.	0.12%	$25.3m	511.1K	−0.5%
HLIOHelios Technologies, Inc.	0.12%	$25.3m	283.5K	+1.2% Added
SYKStryker Corporation	0.11%	$24.9m	78.9K	−6.5% Reduced
RDNRadian Group Inc	0.11%	$24.7m	655.6K	+786.7% Added
SOSouthern Company	0.11%	$24.7m	257.9K	+0.2%
SLGSL Green Realty Corp	0.11%	$24.5m	474.1K	+4.6% Added
CMICummins	0.11%	$24.3m	34.0K	+5.4% Added
MCKMcKesson	0.11%	$24.2m	32.1K	−5.1% Reduced
ALKAlaska AIR Group, Inc.	0.11%	$23.9m	458.2K	+0.2%
SIGISelective Insurance Group Inc	0.11%	$23.9m	246.3K	−6.2% Reduced
ELFE.l.f. Beauty, Inc.	0.11%	$23.9m	322.8K	+45.6% Added
LFUSLittelfuse Inc	0.11%	$23.8m	52.3K	−22.2% Reduced
FTREFortrea Holdings Inc.	0.11%	$23.7m	1.36M	−24.5% Reduced
PLXSPlexus Corp	0.11%	$23.7m	78.8K	−23.2% Reduced
LTCLTC Properties Inc	0.11%	$23.6m	614.9K	+25.2% Added
CSWCSW Industrials, Inc.	0.10%	$23.3m	83.7K	+862.3% Added
HRIHerc Holdings Inc	0.10%	$23.2m	161.6K	+790.6% Added
DDOGDatadog, Inc.	0.10%	$23.1m	88.5K	−2.2% Reduced
MDTMedtronic	0.10%	$23.0m	293.7K	−2.0% Reduced
BNYBNY Mellon	0.10%	$22.9m	158.7K	−2.7% Reduced
NEMNewmont	0.10%	$22.8m	244.2K	−4.3% Reduced
BXBlackstone Inc.	0.10%	$22.7m	193.1K	−7.3% Reduced
PNCPNC Financial Services	0.10%	$22.6m	91.9K	−2.4% Reduced
DUKDuke Energy	0.10%	$22.6m	178.3K	−1.9% Reduced
BRKRBruker Corp	0.10%	$22.5m	374.1K	−21.4% Reduced
KNKnowles Corp	0.10%	$22.2m	535.2K	+1046.1% Added
NWENorthwestern Energy Group, Inc.	0.10%	$22.1m	309.1K	+1.5% Added
PORPortland General Electric Co	0.10%	$22.1m	426.4K	+2.3% Added
AXSMAxsome Therapeutics, Inc.	0.10%	$21.9m	89.7K	−41.3% Reduced
ADPAutomatic Data Processing	0.10%	$21.8m	97.3K	−12.4% Reduced
GMEDGlobus Medical Inc	0.10%	$21.8m	275.6K	+11.3% Added

Company	Bought (value)	Shares
KLACKLA Corporation	$94.6m	313.7K
MRVLMarvell Technology	$64.9m	218.0K
MUMicron Technology	$45.5m	39.4K
BKNGBooking Holdings	$35.4m	198.8K
ALKSAlkermes plc.	$22.2m	424.1K
RDNRadian Group Inc	$21.9m	581.7K
GOOGLAlphabet Inc. (Class A)	$21.9m	61.3K
CSWCSW Industrials, Inc.	$20.9m	75.0K
HRIHerc Holdings Inc	$20.6m	143.4K
OIO-i Glass, Inc.	$20.3m	2.11M
KNKnowles Corp	$20.3m	488.5K
WDWalker & Dunlop, Inc.	$19.0m	348.1K
SBCFSeacoast Banking Corp Of Florida	$18.6m	558.4K
FNBFNB Corp	$18.0m	941.6K
TENBTenable Holdings, Inc.	$17.7m	480.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
AAPLApple Inc.	−$89.1m	−307.8K
AMZNAmazon	−$66.1m	−277.3K
MSFTMicrosoft Corporation	−$65.1m	−174.5K
BEBloom Energy	−$31.4m	−103.9K
VOYAVoya Financial, Inc.	−$26.6m	−294.3K
CRDOCredo Technology Group Holding Ltd	−$21.4m	−78.6K
ABBVAbbVie	−$20.9m	−83.2K
NVDANVIDIA Corporation	−$20.2m	−100.8K
HAYWHayward Holdings, Inc.	−$18.8m	−1.09M
UCTTUltra Clean Holdings, Inc.	−$18.0m	−126.1K
PEBPebblebrook Hotel Trust	−$16.3m	−840.2K
FLEXFlex Ltd.	−$15.7m	−96.8K
AXSMAxsome Therapeutics, Inc.	−$15.4m	−63.0K
MRCYMercury Systems Inc	−$14.9m	−122.2K
PNFPPinnacle Financial Partners, Inc.	−$14.2m	−140.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
TRTootsie Roll Industries Inc	$465,221	10.9K
PGYPagaya Technologies Ltd.	$389,576	33.4K
RZLVRezolve AI PLC	$317,043	123.8K
MNDYMonday.com Ltd.	$298,417	4.3K
ADCTADC Therapeutics SA	$201,338	53.7K
JRVRJames River Group Holdings, Inc.	$128,948	20.5K
BRCBBlack Rock Coffee Bar, Inc.	$122,339	9.5K
KGEIKolibri Global Energy Inc.	$98,469	17.9K
BYRNByrna Technologies Inc.	$96,298	10.5K
MDWDMediwound Ltd.	$95,178	5.9K
VTEXVtex	$93,456	23.4K
GLSIGreenwich Lifesciences, Inc.	$91,612	3.8K
AIROAiro Group Holdings, Inc.	$91,397	12.0K
LENZLenz Therapeutics, Inc.	$89,551	9.8K
NNOXNano-x Imaging Ltd.	$88,584	39.0K
ANGIAngi Inc.	$88,516	12.9K
INSGInseego Corp.	$83,211	7.5K
LABStandard Biotools Inc.	$79,262	86.2K
QSIQuantum-si Inc	$78,604	101.6K
SNWVSanuwave Health, Inc.	$77,632	4.5K
LDILoandepot, Inc.	$74,574	52.5K
NFENew Fortress Energy Inc.	$60,879	103.2K
DERMJourney Medical Corp	$58,301	12.4K
SKYXSkyx Platforms Corp.	$51,554	46.0K
FHTXFoghorn Therapeutics Inc.	$46,414	9.7K
BBGIBeasley Broadcast Group Inc	$44,489	13.3K
SNFCASecurity National Financial Corp	$43,049	4.5K
HUMAHumacyte, Inc.	$42,533	70.1K

Technology34.9%
Financials12.3%
Industrials11.4%
Health Care10.4%
Consumer Discretionary9.7%
Communication Services6.1%
Consumer Staples4.0%
Real Estate3.2%
Energy2.8%
Materials2.7%
Utilities2.5%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestFebruary 16, 2018 to November 2, 2026	+14.0%	+14.1%	0.65	0.66	−32.5%	1.00
Last three yearsNovember 3, 2023 to November 2, 2026	+20.9%	+21.8%	1.06	1.12	−17.9%	0.97
Last yearNovember 7, 2025 to November 2, 2026	+13.6%	+14.2%	0.79	0.84	−8.8%	0.95

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.