HARTFORD INVESTMENT MANAGEMENT CO

Registered adviser

CIK

922439

Location

HARTFORD, CT

Portfolio Value

Mid $3,530,654,211

Diversification

Diversified

Filing Date

Global Rank

#1,136 / 8,827 ▼ 39 · as of Jun 2026

Top Industry

Semiconductors 16.8%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 106699

Roster of Nov 1, 2026

Regulatory AUM

$123,580,609,371

Main clients

Insurance companies (72% of AUM)

Private funds

13 funds · Other private funds

Focus by fund count, roster of Nov 1, 2026

$20,763,800,457 gross assets

LEI

FE0BULMG7PY8G4MG7C65

Private funds on Schedule D 7.B.(1)

As filed Nov 6, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$19,584,529,475 gross assets in 36 funds Other private funds $18,758,322,432 (29) Liquidity funds $826,207,043 (7)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$123,580,609,371	Insurance companies (72%)
Apr 2025 to Mar 2026	$113,998,523,994	Insurance companies (72%)
Apr 2024 to Mar 2025	$110,207,824,026	Insurance companies (76%)
May 2023 to Mar 2024	$110,827,884,619	Insurance companies (78%)
Apr 2023	$110,827,884,619	Insurance companies (78%)
Apr 2022 to Mar 2023	$109,126,975,227	Insurance companies (74%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Index-like

Active share 1.8% against the S&P 500 as of 2026-06-30, across 484 stocks (index-like at 20% or less with 100+ stocks)

Turnover

Low turnover

2.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.5 quarters (12+), a floor since 87.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 1.8%; sector active share 15.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

489 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.4%

+0.7 pts

Top 5

30.7%

+2.4 pts

Top 10

40.6%

+2.1 pts

HHI

247

Diversified+29

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.4%	$1,391,981,567	80
Financial Services	10.9%	$386,341,061	66
Communication Services	9.9%	$350,987,309	24
Healthcare	9.2%	$324,116,927	58
Industrials	9.1%	$321,436,264	77
Consumer Cyclical	8.6%	$304,629,320	51
Consumer Defensive	4.3%	$152,280,362	32
Energy	3.4%	$119,924,126	21
Utilities	1.9%	$66,356,780	31
Real Estate	1.7%	$59,908,976	30
Basic Materials	1.5%	$51,402,986	18
Unclassified	0.0%	$1,288,533	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+64,050	132,055	$11,132,236
MNST	Monster Beverage Corp	+37,064	76,551	$3,186,052
VMRK	Vivmark Residential	+19,670	38,625	$2,346,855
INTC	Intel Corp	+4,775	265,967	$31,977,212
CVX	Chevron Corp	+2,297	105,727	$21,590,510
HST	Host Hotels & Resorts, Inc.	+1,629	36,587	$819,182
CHTR	Charter Communications, Inc.	+1,418	6,010	$666,509
CARR	CARRIER GLOBAL Corp	+1,014	44,159	$2,422,562
VTR	Ventas, Inc.	+601	27,463	$2,334,904
FOXA	Fox Corp	+597	10,752	$673,612
CNC	Centene Corp	+553	26,384	$1,638,974
DLR	Digital Realty Trust, Inc.	+516	18,804	$3,300,666
MRNA	Moderna, Inc.	+487	19,848	$3,822,129
DLTR	Dollar Tree, Inc.	+451	10,417	$1,187,746
LITE	Lumentum Holdings Inc.	+438	4,740	$4,603,772
STZ	Constellation Brands, Inc.	+436	8,153	$921,778
BXP	BXP, Inc.	+369	8,461	$517,051
ARES	Ares Management Corp	+364	11,949	$1,388,115
PSA	Public Storage	+300	9,002	$2,546,125
FANG	Diamondback Energy, Inc.	+298	10,941	$2,011,065
WDC	Western Digital Corp	+248	19,298	$8,770,169
DELL	Dell Technologies Inc.	+190	16,176	$8,701,879
CMS	Cms Energy Corp	+178	16,852	$1,063,024
TMUS	T-Mobile US, Inc.	+110	25,873	$4,219,368
DPZ	Dominos Pizza Inc	+95	1,782	$533,905
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−43,592	1,295,485	$295,862,864
AAPL	Apple Inc.	−30,749	781,251	$260,172,208
T	At&T Inc.	−17,953	366,876	$8,951,774
AMZN	Amazon Com Inc	−15,768	525,457	$130,917,611
MSFT	Microsoft Corp	−13,179	397,513	$203,884,417
BAC	Bank Of America Corp	−12,708	348,487	$18,968,147
PFE	Pfizer Inc	−10,470	305,109	$8,701,708
GOOGL	Alphabet Inc.	−9,956	314,128	$108,085,162
NFLX	Netflix Inc	−9,920	222,882	$15,508,129
XOM	ExxonMobil Holdings Corp	−9,015	220,174	$35,833,318
VZ	Verizon Communications Inc	−8,496	222,196	$10,192,130
CMCSA	Comcast Corp	−7,382	189,467	$4,122,801
CSCO	Cisco Systems, Inc.	−7,343	210,978	$22,707,562
WFC	Wells Fargo & Company	−7,318	161,842	$12,955,452
AVGO	Broadcom Inc.	−7,073	254,683	$89,442,122
KO	Coca Cola Co	−7,003	207,401	$17,853,078
GOOG	Alphabet Inc.	−6,759	254,465	$86,706,404
F	Ford Motor Co	−6,603	209,349	$2,524,748
JPM	Jpmorgan Chase & Co	−5,868	142,336	$47,089,018
DVN	Devon Energy Corp	−4,815	58,903	$2,711,894
TSLA	Tesla, Inc.	−4,800	150,835	$53,517,766
MRK	Merck & Co., Inc.	−4,498	132,093	$19,194,433
C	Citigroup Inc	−4,492	89,799	$11,627,174
BSX	Boston Scientific Corp	−4,484	77,680	$3,390,732
PG	PROCTER & GAMBLE Co	−4,345	124,486	$18,085,326
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MAIR	Madison Air Solutions Corp	2,249,452	$55,336,519
BE	Bloom Energy Corp	15,743	$4,360,496
HONA	Honeywell Aerospace Inc.	16,955	$2,627,516
P	Everpure, Inc.	17,778	$2,325,006
FERG	Ferguson Enterprises Inc.	10,369	$2,308,346
ILMN	Illumina, Inc.	8,061	$2,206,134
FDXF	FedEx Freight Holding Company, Inc.	6,414	$701,563
PSKY	Skydance Corp	28,909	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
—		12,436	$2,549,877
—		7,690	$1,451,026
BLDR	Builders FirstSource, Inc.	5,881	$526,231
TEVA	Teva Pharmaceutical Industries Ltd	12,677	$429,496
TAP	Molson Coors Beverage Co	8,391	$326,913
SKYD	Skydance Corp	17,039	$168,005
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

489 tracked positions · $3,530,654,211 total · filing declares 498 positions · $3,544,638,531 · as of Sep 30, 2026

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

Showing 1–50 of 489 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	1,295,485	-43,592	$295,862,864	+10.4%	8.38%
AAPL	Apple Inc. Technology	Reduced	781,251	-30,749	$260,172,208	+10.7%	7.37%
MSFT	Microsoft Corp Technology	Reduced	397,513	-13,179	$203,884,417	+33.1%	5.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	525,457	-15,768	$130,917,611	+1.5%	3.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	314,128	-9,956	$108,085,162	−6.7%	3.06%
AVGO	Broadcom Inc. Technology	Reduced	254,683	-7,073	$89,442,122	−9.5%	2.53%
GOOG	Alphabet Inc. Communication Services	Reduced	254,465	-6,759	$86,706,404	−6.1%	2.46%
META	Meta Platforms, Inc. Communication Services	Reduced	118,035	-3,369	$85,596,621	+25.2%	2.42%
MU	Micron Technology Inc Technology	Reduced	60,453	-1,887	$64,389,094	−10.5%	1.82%
MAIR	Madison Air Solutions Corp Industrials	NEW	2,249,452	NEW	$55,336,519	NEW	1.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	150,835	-4,800	$53,517,766	−18.2%	1.52%
AMD	Advanced Micro Devices Inc Technology	Reduced	87,380	-2,763	$53,455,588	+2.1%	1.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	99,728	-1,645	$49,659,557	−2.1%	1.41%
LLY	ELI LILLY & Co Healthcare	Reduced	42,833	-898	$49,561,207	−5.5%	1.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	142,336	-5,868	$47,089,018	−2.9%	1.33%
XOM	ExxonMobil Holdings Corp Energy	Reduced	220,174	-9,015	$35,833,318	+14.4%	1.01%
JNJ	Johnson & Johnson Healthcare	Reduced	129,036	-4,060	$34,160,990	+1.1%	0.97%
V	Visa Inc. Financial Services	Reduced	91,265	-522	$32,794,252	+4.1%	0.93%
INTC	Intel Corp Technology	Added	265,967	+4,775	$31,977,212	−12.3%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	238,645	-3,819	$24,799,988	−9.7%	0.70%
ABBV	AbbVie Inc. Healthcare	Reduced	94,578	-3,050	$24,740,659	+0.7%	0.70%
MA	Mastercard Inc Financial Services	Reduced	43,317	-1,312	$23,888,025	+4.2%	0.68%
PLTR	Palantir Technologies Inc. Technology	Reduced	123,147	-3,783	$23,034,646	+55.5%	0.65%
CSCO	Cisco Systems, Inc. Technology	Reduced	210,978	-7,343	$22,707,562	−11.5%	0.64%
LRCX	Lam Research Corp Technology	Reduced	66,977	-2,139	$22,002,614	−26.5%	0.62%
AMAT	Applied Materials Inc Technology	Reduced	42,499	-1,365	$21,733,138	−31.5%	0.62%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	23,751	-777	$21,621,485	−5.8%	0.61%
CVX	Chevron Corp Energy	Added	105,727	+2,297	$21,590,510	+25.9%	0.61%
CAT	Caterpillar Inc Industrials	Reduced	24,590	-865	$19,937,326	−26.4%	0.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	132,093	-4,498	$19,194,433	+9.4%	0.54%
BAC	Bank Of America Corp Financial Services	Reduced	348,487	-12,708	$18,968,147	−7.8%	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	124,486	-4,345	$18,085,326	−4.3%	0.51%
KO	Coca Cola Co Consumer Defensive	Reduced	207,401	-7,003	$17,853,078	+2.5%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Reduced	48,061	-2,153	$17,642,231	−15.5%	0.50%
GE	General Electric Co Industrials	Reduced	55,563	-2,117	$17,351,769	−19.5%	0.49%
PANW	Palo Alto Networks Inc Technology	Reduced	43,624	-1,196	$17,332,251	+13.4%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	83,433	-2,762	$15,920,685	+2.1%	0.45%
NFLX	Netflix Inc Communication Services	Reduced	222,882	-9,920	$15,508,129	−6.7%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	53,405	-1,680	$15,193,188	−21.8%	0.43%
GS	Goldman Sachs Group Inc Financial Services	Reduced	15,600	-717	$14,045,616	−14.9%	0.40%
TXN	Texas Instruments Inc Technology	Reduced	48,887	-1,430	$13,692,759	−8.7%	0.39%
KLAC	Kla Corp Technology	Reduced	69,942	-2,254	$13,633,794	−37.4%	0.39%
SNDK	Sandisk Corp Technology	Reduced	7,813	-372	$13,593,760	−27.0%	0.39%
GEV	GE Vernova Inc. Industrials	Reduced	14,254	-604	$13,548,284	−22.4%	0.38%
RTX	RTX Corp Industrials	Reduced	72,166	-2,249	$13,397,617	−5.1%	0.38%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	19,787	-759	$13,357,214	+29.7%	0.38%
WFC	Wells Fargo & Company Financial Services	Reduced	161,842	-7,318	$12,955,452	−7.3%	0.37%
ORCL	Oracle Corp Technology	Reduced	92,495	-1,290	$12,699,563	−7.6%	0.36%
MRVL	Marvell Technology, Inc. Technology	Reduced	46,869	-1,524	$12,383,258	−14.1%	0.35%
AMGN	Amgen Inc Healthcare	Reduced	28,969	-873	$12,210,723	+13.0%	0.35%

Showing the top 50 of 489 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.