MML INVESTORS SERVICES, LLC

CIK

701059

Location

SPRINGFIELD, MA

Portfolio Value

Large $13,016,201,452

Diversification

Diversified

Filing Date

Global Rank

#360 / 8,622 ▼ 26 · as of Mar 2026

Top Industry

Semiconductors 10.5%

3Y Alpha vs SPY

-2.2%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.4%

SPY

+67.9%

Annualised alpha

-0.8%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,503 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.2%

+0.3 pts

Top 5

20.8%

−0.4 pts

Top 10

32.0%

−1.2 pts

HHI

141

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$3,585,600,748	227
Financial Services	13.1%	$1,700,865,490	312
Unclassified	10.1%	$1,311,731,615	39
Industrials	8.9%	$1,159,773,554	207
Consumer Cyclical	8.9%	$1,158,246,814	153
Healthcare	8.6%	$1,113,042,158	174
Communication Services	7.8%	$1,017,554,291	51
Consumer Defensive	5.2%	$675,509,560	67
Energy	4.1%	$530,181,831	74
Utilities	2.6%	$344,077,289	47
Basic Materials	1.7%	$217,037,136	70
Real Estate	1.6%	$202,580,966	82

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOGO	Gogo Inc.	+239,181	259,815	$1,044,456
CCC	CCC Intelligent Solutions Holdings Inc.	+173,464	373,252	$2,239,512
ITUB	Itau Unibanco Holding S.A.	+118,424	170,817	$1,431,446
BKR	Baker Hughes Co	+113,132	140,713	$8,590,528
ONDS	Ondas Inc.	+100,442	110,959	$1,003,069
KIM	Kimco Realty Corp	+94,325	117,448	$2,639,056
DAL	Delta Air Lines, Inc.	+84,819	204,743	$13,611,314
HAL	Halliburton Co	+82,463	116,954	$4,560,036
NVDA	Nvidia Corp	+65,137	3,881,649	$676,959,585
OKE	Oneok Inc /New/	+56,743	127,576	$11,531,594
BJ	BJ's Wholesale Club Holdings, Inc.	+56,585	70,275	$6,916,465
BALL	BALL Corp	+53,156	57,809	$3,417,089
PPG	Ppg Industries Inc	+48,809	52,691	$5,631,614
GOF	Guggenheim Strategic Opportunities Fund	+46,787	842,008	$9,278,928
RDDT	Reddit, Inc.	+46,670	69,737	$9,390,087
IBIT	iShares Bitcoin Trust ETF	+45,771	630,889	$24,238,755
ICE	Intercontinental Exchange, Inc.	+45,454	109,256	$17,183,783
MDLZ	Mondelez International, Inc.	+45,308	121,419	$6,998,591
IX	Orix Corp	+45,273	66,374	$1,990,556
AGNC	AGNC Investment Corp.	+44,662	331,674	$3,326,690
BTC	Grayscale Bitcoin Mini Trust ETF	+42,885	227,896	$6,834,601
HIMS	Hims & Hers Health, Inc.	+38,930	90,546	$1,879,734
SOUN	Soundhound Ai, Inc.	+36,238	92,114	$632,823
HYT	Blackrock Corporate High Yield Fund, Inc.	+36,232	959,669	$8,176,379
AM	Antero Midstream Corp	+35,656	67,294	$1,534,303
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−975,089	1,131,583	$99,760,357
SLV	iShares Silver Trust	−606,891	795,313	$54,192,627
KVUE	Kenvue Inc.	−522,485	73,660	$1,269,898
PFE	Pfizer Inc	−278,633	1,102,413	$30,955,757
KMX	Carmax Inc	−252,680	33,902	$1,409,645
BBAI	BigBear.ai Holdings, Inc.	−240,942	77,927	$274,303
LYG	Lloyds Banking Group plc	−239,626	1,010,755	$5,084,097
BAC	Bank Of America Corp /De/	−235,523	659,336	$32,142,630
CSCO	Cisco Systems, Inc.	−215,695	956,310	$74,200,092
AAPL	Apple Inc.	−207,424	2,570,695	$652,416,684
VZ	Verizon Communications Inc	−196,046	1,412,971	$70,931,144
GOOGL	Alphabet Inc.	−195,890	1,279,205	$367,848,189
VALE	Vale S.A.	−187,354	73,085	$1,162,782
AMZN	Amazon Com Inc	−181,910	2,125,246	$442,624,984
KMI	Kinder Morgan, Inc.	−172,338	559,003	$18,743,370
CMG	Chipotle Mexican Grill Inc	−165,288	205,163	$6,567,267
WMT	Walmart Inc.	−164,039	1,009,285	$125,433,939
WIT	Wipro Ltd	−163,612	25,268	$53,568
CMCSA	Comcast Corp	−162,215	724,050	$20,787,475
WBD	Warner Bros. Discovery, Inc.	−157,048	215,006	$5,904,064
DEO	Diageo PLC	−150,594	30,570	$2,275,936
JPM	Jpmorgan Chase & Co	−150,009	795,261	$233,933,975
QQQ	Invesco Qqq Trust, Series 1	−148,443	756,926	$436,882,548
ABT	Abbott Laboratories	−136,447	437,353	$44,903,032
GSK	GSK plc	−135,208	166,369	$9,181,905
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	140,117	$27,633,874
AMRZ	Amrize Ltd	84,588	$4,738,619
AMCR	Amcor plc	89,726	$3,566,608
GL	Globe Life Inc.	23,675	$3,294,849
NYT	New York Times Co	29,963	$2,508,801
PNFP	Pinnacle Financial Partners, Inc.	24,798	$2,136,099
ALHC	Alignment Healthcare, Inc.	95,017	$1,674,199
AAOI	Applied Optoelectronics, Inc.	17,742	$1,500,795
AXTI	Axt Inc	25,858	$1,473,388
QGEN	Qiagen N.V.	35,547	$1,423,301
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	85,582	$1,375,302
ESLT	Elbit Systems Ltd	1,584	$1,344,958
BPRE	Bluerock Private Real Estate Fund	76,289	$1,267,160
DY	Dycom Industries Inc	3,606	$1,221,784
SEZL	Sezzle Inc.	18,938	$1,198,586
ECHO	EchoStar CORP	10,166	$1,190,133
FHI	Federated Hermes, Inc.	18,230	$1,033,823
EPAC	Enerpac Tool Group Corp	27,986	$1,020,649
ALGN	Align Technology Inc	5,612	$962,065
VPG	Vishay Precision Group, Inc.	21,559	$936,091
BKSY	BlackSky Technology Inc.	36,393	$915,647
CSTM	Constellium SE	32,890	$808,436
WDS	Woodside Energy Group Ltd	30,391	$725,737
GHM	Graham Corp	8,333	$657,640
SNDA	Sonida Senior Living, Inc.	19,523	$629,616
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AXTA	Axalta Coating Systems Ltd.	86,308	$2,788,611
EXAS	EXACT SCIENCES CORP	21,011	$2,133,877
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	135,848	$2,073,040
FLR	Fluor Corp	47,908	$1,898,594
CPNG	Coupang, Inc.	63,871	$1,506,716
AI	C3.ai, Inc.	108,509	$1,462,701
CRMD	CorMedix Inc.	120,264	$1,398,670
PSN	Parsons Corp	22,537	$1,392,786
GLXY	Galaxy Digital Inc.	55,586	$1,242,902
RUN	Sunrun Inc.	65,561	$1,206,322
VAL	Valaris Ltd	23,706	$1,194,782
HUM	Humana Inc	4,493	$1,150,792
MP	MP Materials Corp. / DE	22,594	$1,141,448
GERN	Geron Corp	834,115	$1,101,031
VIPS	Vipshop Holdings Ltd	57,859	$1,023,525
WYNN	Wynn Resorts Ltd	7,747	$932,196
ACM	Aecom	8,355	$796,482
NEXT	NextDecade Corp	140,700	$741,489
CNR	Core Natural Resources, Inc.	8,163	$722,507
CNXC	Concentrix Corp	15,585	$648,024
HRB	H&R Block Inc	14,381	$626,723
ZLAB	Zai Lab Ltd	34,421	$607,186
PPLI	People Inc	15,476	$605,111
BMNR	Bitmine Immersion Technologies, Inc.	21,394	$580,847
COKE	Coca-Cola Consolidated, Inc.	3,745	$574,108
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,503 tracked positions · $13,016,201,452 total · filing declares 2,995 positions · $36,058,228,958 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,503 positions by value · page 1 of 31

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	3,881,649	+65,137	$676,959,585	−4.9%	5.20%
AAPL	Apple Inc. Technology	Reduced	2,570,695	-207,424	$652,416,684	−13.6%	5.01%
MSFT	Microsoft Corp Technology	Reduced	1,347,117	-88,846	$498,662,299	−28.2%	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,125,246	-181,910	$442,624,984	−16.9%	3.40%
QQQ	Invesco Qqq Trust, Series 1	Reduced	756,926	-148,443	$436,882,548	−21.4%	3.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	613,228	-117,359	$398,806,697	−20.0%	3.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,279,205	-195,890	$367,848,189	−20.3%	2.83%
META	Meta Platforms, Inc. Communication Services	Reduced	452,507	-56,737	$258,892,829	−23.0%	1.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	795,261	-150,009	$233,933,975	−23.2%	1.80%
AVGO	Broadcom Inc. Technology	Reduced	659,935	-37,253	$204,256,481	−15.4%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	314,685	+8,772	$150,797,052	−1.9%	1.16%
GLD	Spdr Gold Trust	Reduced	344,770	-75,076	$148,351,083	−10.8%	1.14%
LLY	ELI LILLY & Co Healthcare	Reduced	151,246	-805	$139,111,533	−14.9%	1.07%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	353,885	-10,672	$131,556,748	−19.8%	1.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	376,221	-78,592	$127,143,886	−8.0%	0.98%
V	Visa Inc. Financial Services	Reduced	419,490	-53,251	$126,786,657	−23.5%	0.97%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,009,285	-164,039	$125,433,939	−4.0%	0.96%
ABBV	AbbVie Inc. Healthcare	Reduced	551,567	-107,956	$119,960,306	−20.4%	0.92%
XOM	ExxonMobil Holdings Corp Energy	Reduced	695,664	-118,839	$118,026,354	+20.4%	0.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	116,974	-16,892	$116,556,402	+1.0%	0.90%
NFLX	Netflix Inc Communication Services	Added	1,129,069	+28,141	$108,559,984	+5.2%	0.83%
CVX	Chevron Corp Energy	Reduced	492,077	-32,412	$101,810,731	+27.4%	0.78%
IAU	Ishares Gold Trust	Reduced	1,131,583	-975,089	$99,760,357	−41.7%	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	270,080	-54,225	$88,826,611	−20.4%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	534,689	-131,449	$88,405,479	−17.3%	0.68%
CAT	Caterpillar Inc Industrials	Reduced	123,525	-25,384	$87,512,521	+2.6%	0.67%
RTX	RTX Corp Industrials	Added	450,284	+34,373	$86,859,783	+13.9%	0.67%
MA	Mastercard Inc Financial Services	Reduced	154,951	-18,880	$77,422,816	−22.0%	0.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	956,310	-215,695	$74,200,092	−17.8%	0.57%
PLTR	Palantir Technologies Inc. Technology	Reduced	497,533	-28,798	$72,779,127	−22.2%	0.56%
MS	Morgan Stanley Financial Services	Reduced	436,384	-66,741	$71,815,714	−19.6%	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	1,412,971	-196,046	$70,931,144	+8.2%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Reduced	81,915	-16,564	$69,299,270	−19.9%	0.53%
JNJ	Johnson & Johnson Healthcare	Reduced	281,666	-70,463	$68,850,437	−5.5%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	474,063	+11,960	$68,473,659	+3.4%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	184,939	-20,336	$65,070,787	−3.2%	0.50%
AMAT	Applied Materials Inc /De Technology	Reduced	188,302	-48,062	$64,359,740	+6.0%	0.49%
NEE	Nextera Energy Inc Utilities	Reduced	623,770	-76,071	$57,935,757	+3.1%	0.45%
ASML	Asml Holding NV Technology	Reduced	42,782	-8,111	$56,507,749	+3.8%	0.43%
SLV	iShares Silver Trust	Reduced	795,313	-606,891	$54,192,627	−40.0%	0.42%
SCHW	Schwab Charles Corp Financial Services	Reduced	575,017	-117,168	$54,040,097	−21.9%	0.42%
BLK	BlackRock, Inc. Financial Services	Reduced	54,918	-17,540	$52,815,189	−31.9%	0.41%
ETN	Eaton Corp plc Industrials	Added	147,025	+5,040	$52,586,431	+16.3%	0.40%
UBER	Uber Technologies, Inc Technology	Reduced	725,473	-22,000	$52,183,272	−14.6%	0.40%
T	At&T Inc. Communication Services	Reduced	1,796,246	-26,552	$52,073,171	+15.0%	0.40%
PLD	Prologis, Inc. Real Estate	Reduced	382,107	-83,536	$50,506,903	−15.0%	0.39%
DUK	Duke Energy CORP Utilities	Reduced	383,697	-49,020	$50,241,285	−0.9%	0.39%
LMT	Lockheed Martin Corp Industrials	Reduced	79,736	-31,185	$48,191,641	−10.2%	0.37%
KO	Coca Cola Co Consumer Defensive	Reduced	628,161	-89,129	$47,771,644	−4.7%	0.37%
AMD	Advanced Micro Devices Inc Technology	Reduced	232,900	-20,124	$47,378,847	−12.6%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.