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MetLife Investment Management

SEC CIK
0001529735
Latest filing
Aug 13, 2026

The latest 13F from MetLife Investment Management covers Q2 2026 (filed Aug 13, 2026): 2,883 long positions worth $22.1B. The top 10 holdings make up 27.4% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 5.8%. Livermore has 71 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Full comparison

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

New
195
Est. +$126.8M
Added
1478
Est. +$931.2M
Reduced
1019
Est. −$1.49B
Sold out
77
Est. −$80.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    5.8%$1.29BHistory
  2. AAPLApple Inc.
    4.8%$1.06BHistory
  3. MSFTMicrosoft Corp
    3.1%$688.4MHistory
  4. GOOGLAlphabet Inc.
    2.5%$561.0MHistory
  5. AMZNAmazon Com Inc
    2.5%$541.0MHistory

Share of portfolio

Top 5 holdings and the other 2,878 positions, by share of portfolio value

  1. NVDA5.8%
  2. AAPL4.8%
  3. MSFT3.1%
  4. GOOGL2.5%
  5. AMZN2.5%
  6. Other 2,878 positions81.2%

Biggest buys

New and added positions, by estimated amount bought

  1. MRVLMarvell Technology, Inc.
    +$64.9MAddedHistory
  2. MUMicron Technology Inc
    +$45.5MAddedHistory
  3. iShares Russell 1000 Growth ETF464287614
    +$26.6MAddedConverted for a 4-for-1 split
  4. ALKSAlkermes plc.
    +$22.2MAddedHistory
  5. RDNRadian Group Inc
    +$21.9MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +1.13 pp0.5% → 1.6%History
  2. AMDAdvanced Micro Devices Inc
    +0.71 pp0.4% → 1.1%History
  3. AMATApplied Materials Inc
    +0.36 pp0.3% → 0.7%History
  4. GOOGLAlphabet Inc.
    +0.33 pp2.2% → 2.5%History
  5. MRVLMarvell Technology, Inc.
    +0.31 pp<0.1% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$89.1MReducedHistory
  2. SPYSPDR S&P 500 ETF Trust
    −$83.5MReducedHistory
  3. AMZNAmazon Com Inc
    −$66.1MReducedHistory
  4. MSFTMicrosoft Corp
    −$65.1MReducedHistory
  5. HONHoneywell International Inc
    −$33.5MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −0.69 pp3.8% → 3.1%History
  2. SPYSPDR S&P 500 ETF Trust
    −0.36 pp1.0% → 0.6%History
  3. AAPLApple Inc.
    −0.34 pp5.1% → 4.8%History
  4. XOMExxonMobil Holdings Corp
    −0.26 pp0.8% → 0.6%History
  5. AMZNAmazon Com Inc
    −0.25 pp2.7% → 2.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$22.1B
+$2.46B (+12.6%) vs. prior quarter
Positions
2,883
+118 vs. prior quarter
Top 10 concentration
27.4%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
18.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $22.1B (Q2 2026)

Q1 2021: $10.9BQ2 2021: $11.4BQ3 2021: $11.2BQ4 2021: $12.2BQ1 2022: $15.4BQ2 2022: $12.9BQ3 2022: $12.0BQ4 2022: $13.2BQ1 2023: $13.9BQ2 2023: $13.7BQ3 2023: $12.8BQ4 2023: $13.9BQ1 2024: $14.9BQ2 2024: $16.8BQ3 2024: $17.4BQ4 2024: $18.4BQ1 2025: $18.5BQ2 2025: $17.0BQ3 2025: $20.8BQ4 2025: $20.7BQ1 2026: $19.6BQ2 2026: $22.1B
Q1 2021Q2 2026
13F filings of MetLife Investment Management by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 20262,883$22.1BNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026May 14, 20262,765$19.6BNVDAAAPLMSFTvs. Q4 2025SEC
Q4 2025Feb 12, 20262,808$20.7BNVDAAAPLMSFTvs. Q3 2025SEC
Q3 2025Nov 13, 20252,844$20.8BNVDAMSFTAAPLvs. Q2 2025SEC
Q2 2025Aug 13, 20252,721$17.0BNVDAMSFTMETAvs. Q1 2025SEC
Q1 2025May 14, 20252,781$18.5BAAPLMSFTNVDAvs. Q4 2024SEC
Q4 2024Feb 13, 20252,810$18.4BAAPLNVDAMSFTvs. Q3 2024SEC
Q3 2024Nov 13, 20242,849$17.4BAAPLMSFTNVDAvs. Q2 2024SEC
Q2 2024Aug 13, 20242,881$16.8BMSFTAAPLNVDAvs. Q1 2024SEC
Q1 2024May 14, 20242,785$14.9BMSFTAAPLNVDAvs. Q4 2023SEC
Q4 2023Apr 22, 2024Amended2,824$13.9BAAPLMSFTAMZNvs. Q3 2023SECSEC
Q3 2023May 9, 2024Amended2,888$12.8BAAPLMSFTAMZNvs. Q2 2023SEC
Q2 2023Apr 29, 2024Amended2,938$13.7BAAPLMSFTAMZNvs. Q1 2023SECSEC
Q1 2023May 9, 2024Amended2,787$13.9BiShares Iboxx $ Investment Grade Corporate Bond ETFAAPLMSFTvs. Q4 2022SECSEC
Q4 2022May 10, 2024Amended2,831$13.2BiShares Iboxx $ Investment Grade Corporate Bond ETFAAPLMSFTvs. Q3 2022SECSEC
Q3 2022May 10, 2024Amended2,798$12.0BAAPLMSFTVanguard Short-Term Bond ETFvs. Q2 2022SECSEC
Q2 2022May 10, 2024Amended2,854$12.9BAAPLMSFTiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2022SECSEC
Q1 2022May 10, 2024Amended2,727$15.4BAAPLMSFTAMZNvs. Q4 2021SECSEC
Q4 2021May 17, 2024Amended2,499$12.2BAAPLMSFTiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q3 2021SECSEC
Q3 2021May 17, 2024Amended2,566$11.2BAAPLMSFTVanguard Short-Term Bond ETFvs. Q2 2021SECSEC
Q2 2021May 17, 2024Amended2,436$11.4BAAPLMSFTVanguard Short-Term Bond ETFvs. Q1 2021SECSEC
Q1 2021May 17, 2024Amended2,313$10.9BAAPLMSFTVanguard Short-Term Bond ETF–SECSEC

13D and 13G filings

Companies where MetLife Investment Management reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

9 companies, largest stake first.

Companies where MetLife Investment Management owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ACPabrdn Income Credit Strategies Fund13G100.00%4.00M sharesNewJan 8, 20261 filingJan 8, 2026SEC
FINSAngel Oak Financial Strategies Income Term Trust13G100.00%2.00M sharesNewJun 5, 20261 filingJun 5, 2026SEC
DPGDuff & Phelps Utility & Infrastructure Fund Inc.13G100.00%1.00M sharesNewJun 6, 20251 filingJun 6, 2025SEC
CCDCalamos Dynamic Convertible & Income Fund13G78.60%880.0K sharesNewSep 8, 20261 filingSep 8, 2026SEC
CHICalamos Convertible Opportunities & Income Fund13G50.00%345.0K sharesNewSep 8, 20261 filingSep 8, 2026SEC
CHYCalamos Convertible & High Income Fund13G50.00%290.0K sharesNewSep 8, 20261 filingSep 8, 2026SEC
CHWCalamos Global Dynamic Income Fund13G38.60%440.0K shares–Jun 10, 20222 filingsSep 8, 2026SEC
Carlyle Tactical Private Credit FundMandatory Redeemable Preferred Shares13G/A11.90%5.00M shares+3.30 ppfrom 8.60%Nov 8, 20245 filingsApr 7, 2026SEC
EMOClearBridge Energy Midstream Opportunity Fund Inc.13G5.30%140.0K sharesNewMay 9, 20251 filingMay 9, 2025SEC

Latest filings

42 filings on file made by MetLife Investment Management or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by MetLife Investment Management
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CHYCalamos Convertible & High Income FundSep 8, 20264:14 PM ET13G50.00%290.0K sharesNewAug 31, 2026SEC
CHWCalamos Global Dynamic Income FundSep 8, 20264:13 PM ET13G38.60%440.0K shares–Aug 31, 2026SEC
CHICalamos Convertible Opportunities & Income FundSep 8, 20264:13 PM ET13G50.00%345.0K sharesNewAug 31, 2026SEC
CCDCalamos Dynamic Convertible & Income FundSep 8, 20264:12 PM ET13G78.60%880.0K sharesNewAug 31, 2026SEC
CSQCalamos Strategic Total Return FundSep 8, 20264:11 PM ET13G/A0.00%0 shares–Below 5%Aug 31, 2026SEC
CHYCalamos Convertible & High Income FundSep 8, 20264:11 PM ET13G/A0.00%0 shares–Below 5%Aug 31, 2026SEC
CHICalamos Convertible Opportunities & Income FundSep 8, 20264:10 PM ET13G/A0.00%0 shares–Below 5%Aug 31, 2026SEC
CCDCalamos Dynamic Convertible & Income FundSep 8, 20264:09 PM ET13G/A0.00%0 shares–Below 5%Aug 31, 2026SEC
FINSAngel Oak Financial Strategies Income Term TrustJun 5, 20264:13 PM ET13G100.00%2.00M sharesNewMay 31, 2026SEC
Carlyle Tactical Private Credit FundMandatory Redeemable Preferred SharesApr 7, 20264:04 PM ET13G/A11.90%5.00M shares+3.30 ppfrom 8.60%Mar 31, 2026SEC
ACPabrdn Income Credit Strategies FundJan 8, 20264:13 PM ET13G100.00%4.00M sharesNewDec 31, 2025SEC
Carlyle Tactical Private Credit FundMandatory Redeemable Preferred SharesNov 7, 20254:19 PM ET13G/A8.60%3.28M shares+1.70 ppfrom 6.90%Sep 30, 2025SEC
Carlyle Tactical Private Credit FundMandatory Redeemable Preferred SharesAug 8, 20254:42 PM ET13G/A6.90%2.08M shares+0.40 ppfrom 6.50%Jun 30, 2025SEC
DPGDuff & Phelps Utility & Infrastructure Fund Inc.Jun 6, 20254:22 PM ET13G100.00%1.00M sharesNewMay 31, 2025SEC
EMOClearBridge Energy Midstream Opportunity Fund Inc.May 9, 20254:22 PM ET13G5.30%140.0K sharesNewMar 31, 2025SEC
Carlyle Tactical Private Credit FundMandatory Redeemable Preferred SharesFeb 7, 20254:21 PM ET13G/A6.50%1.68M shares–Dec 31, 2024SEC
CSQCalamos Strategic Total Return FundNov 8, 202413G/AOld format–––SEC
KYNKayne Anderson Energy Infrastructure Fund, Inc.Nov 8, 202413G/AOld format–––SEC
Carlyle Tactical Private Credit FundNov 8, 202413GOld format–New–SEC
FAXAbrdn Asia-Pacific Income Fund, Inc.Nov 7, 202413GOld format–New–SEC