STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

CIK: 0000315032Latest portfolio: $127.3B · Q4 2025

Holdings

115

Total Value

$127.3B

New Positions

1

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
LLYELI LILLY & CO
12,480,217$13.4B10.53%
2
CATCATERPILLAR INC
17,431,190$10.0B7.84%-87,214
3
JNJJOHNSON & JOHNSON
31,590,952$6.5B5.13%
4
AAPLAPPLE INC
23,565,339$6.4B5.03%-751,459
5
ITWILLINOIS TOOL WKS INC
21,029,900$5.2B4.07%
6
MSFTMICROSOFT CORP
10,360,148$5.0B3.94%-198,650
7
WMTWALMART INC
38,994,947$4.3B3.41%
8
NUENUCOR CORP
24,318,893$4.0B3.12%
9
WFCWELLS FARGO CO NEW
39,889,976$3.7B2.92%-560,514
10
XOMEXXON MOBIL CORP
30,520,300$3.7B2.88%
11
GOOGLALPHABET INC
10,777,820$3.4B2.65%
12
ASMLASML HOLDING N V
2,758,173$3.0B2.32%
13
APDAIR PRODS & CHEMS INC
11,840,799$2.9B2.30%
14
VMCVULCAN MATLS CO
9,554,660$2.7B2.14%
15
ADMARCHER DANIELS MIDLAND CO
46,796,552$2.7B2.11%
16
DISDISNEY WALT CO
22,719,742$2.6B2.03%-3,050,570
17
PGPROCTER AND GAMBLE CO
15,800,799$2.3B1.78%
18
CVXCHEVRON CORP NEW
13,334,215$2.0B1.60%
19
INTUINTUIT
3,058,534$2.0B1.59%
20
ZTSZOETIS INC
15,892,903$2.0B1.57%
21
KLACKLA CORP
1,420,145$1.7B1.36%
22
ABTABBOTT LABS
13,587,118$1.7B1.34%
23
MRKMERCK & CO INC
13,794,969$1.5B1.14%
24
PFEPFIZER INC
54,508,560$1.4B1.07%
25
ABBVABBVIE INC
5,892,808$1.3B1.06%

Quarterly Changes

New Positions

Closed Positions

  • ULCLOSED
    $408.3B
  • KELCLOSED
    $146.7B

Increased Positions

NameSharesChange
AQLT2.4M+792K
SCHA598K+307K
AQLT887K+276K
USIG262K+89K
VOO284K+87K
SCHP204K+75K
VTEB251K+74K
IEMG196K+52K
VYM219K+50K
VYMI207K+43K

Decreased Positions

NameSharesChange
DIS22.7M-3050570
AAPL23.6M-751459
WFC39.9M-560514
MSFT10.4M-198650
GOOG1.7M-161532
CAT17.4M-87214
FLOT106K36K

Sector Breakdown

Financial Services0.0% ($3.717744112536283e+121T)
Healthcare0.0% ($1.3412239653774621e+118T)
Industrials0.0% ($9.985805517966412e+100T)
Technology0.0% ($6.40647250103743e+81T)
Basic Materials0.0% ($3.9666542924913275e+50T)
Consumer Defensive0.0% ($4.344426269033322e+47T)
Communication Services0.0% ($3.373456258482412e+23T)
Energy0.0% ($3.6728122032267255e+22T)
Unknown0.0% ($52050511548379336.0T)
Consumer Cyclical0.0% ($518.6M)
Utilities0.0% ($418.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$127.3B200
Q3 2025Nov 12, 2025$119.9T199
Q2 2025Aug 12, 2025$113.1T207
Q1 2025May 13, 2025$108.9T210
Q4 2024Feb 12, 2025$109.8T209
Q3 2024Nov 12, 2024$115199.9T194
Q2 2024Aug 12, 2024$110759.1T212
Q1 2024May 14, 2024$111080.9T210
Q4 2023Feb 14, 2024$103981.1T209
Q3 2023Nov 9, 2023$99.4T125
Q2 2023Aug 14, 2023$101.8T134
Q1 2023May 11, 2023$96.6T137
Q4 2022Feb 10, 2023$95.6T136
Q3 2022Nov 10, 2022$83.0T134
Q2 2022Aug 11, 2022$87.5T135
Q1 2022May 11, 2022$99.6T134
Q4 2021Feb 10, 2022$101.0T133
Q3 2021Nov 10, 2021$90.0T129
Q2 2021Aug 11, 2021$99.7T186
Q1 2021May 12, 2021$94.5T175
Q4 2020Feb 12, 2021$87.2T176
Q3 2020Nov 12, 2020$78.3T171
Q2 2020Aug 13, 2020$72.8T174
Q1 2020May 12, 2020$63.0T175
Q4 2019Feb 12, 2020$79.5T173
Q3 2019Nov 12, 2019$81.0T179
Q2 2019Aug 12, 2019$80.8T177
Q1 2019May 13, 2019$78.4T175
Q4 2018Feb 14, 2019$70.4T171
Q3 2018Nov 13, 2018$80.0T181
Q2 2018Aug 13, 2018$74.8T173
Q1 2018May 14, 2018$74.1T171
Q4 2017Feb 13, 2018$79.6T185
Q3 2017Nov 13, 2017$74.7T185
Q2 2017Aug 10, 2017$72.5T186
Q1 2017May 11, 2017$71.4T183
Q4 2016Feb 13, 2017$70.2T182
Q3 2016Nov 10, 2016$67.3T179
Q2 2016Aug 11, 2016$66.4T178
Q1 2016May 12, 2016$63.6T179

Fund Information

CIK0000315032
Most Recent FilingFeb 11, 2026
Number of Filings40

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $127.3B across 115 holdings. The largest position is ELI LILLY & CO (LLY), representing 10.5% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.