SEC 13F Intelligence

Managers / Q1 2021 · view latest →

RHUMBLINE ADVISERS

CIK 0001115418 · 265 FRANKLIN ST, 21ST FLOOR, BOSTON, MA, 02110 · 6173450434

Reported Value
$73.6B
Q1 2021
Positions
3,002
Filings on Record
32
2019–present window
Filed
May 6, 2021
original filing

Summary

Rhumbline Advisers reported $73.6B in U.S.-listed holdings across 3,002 positions for Q1 2021.

Its largest position, AAPL, represents 4.6% of the portfolio.

Compared with Q4 2020, the fund opened 61 new positions and exited 112.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $46.0BQ4 ’18Q1 ’19: $51.6BQ2 ’19: $53.3BQ3 ’19: $54.7BQ4 ’19: $59.8BQ4 ’19Q1 ’20: $47.7BQ2 ’20: $59.9BQ3 ’20: $63.8BQ4 ’20: $72.5BQ4 ’20Q1 ’21: $73.6BQ2 ’21: $76.2BQ3 ’21: $73.9BQ4 ’21: $81.6BQ4 ’21Q1 ’22: $77.7BQ2 ’22: $68.5BQ3 ’22: $67.1BQ1 ’23: $81MQ1 ’23Q3 ’23: $86.2BQ4 ’23: $95.4BQ1 ’24: $104.1BQ2 ’24: $106.4BQ2 ’24Q3 ’24: $110.9BQ4 ’24: $111.8BQ1 ’25: $111.8BQ2 ’25: $116.8BQ2 ’25Q3 ’25: $124.5BQ4 ’25: $123.7BQ1 ’26: $116.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 91.0%Other: 5.0%REIT: 3.6%ETP: 0.3%Tracking Stk: 0.0%Other: 0.0%
  • Common Stock · 91.0% · $67.0B
  • Other · 5.0% · $3.7B
  • REIT · 3.6% · $2.7B
  • ETP · 0.3% · $199M
  • Tracking Stk · 0.0% · $24M
  • Other · 0.0% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NXP SEMICONDUCTORS NV COMNEW+211.8K211.8K+$43M$43M
WD5ATRAVEL AND LEISURE CONEW+253.8K253.8K+$16M$16M
APAAPA CORPNEW+668.3K668.3K+$12M$12M
MODVQMODIVCARE INCNEW+37.8K37.8K+$6M$6M
MDYSPDR SANDP MIDCAP 400 ETF TRUSNEW+7.2K7.2K+$3M$3M
SHLSSHOALS TECHNOLOGIES GROUP -ANEW+87.3K87.3K+$3M$3M
SIRIUSPOINT LTDNEW+282.6K282.6K+$3M$3M
COGNYTE SOFTWARE LTDNEW+85.9K85.9K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

49 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INC COM STKCOM4.62%$3.4B27.86M
2MSFTMICROSOFT CORP COMCOM4.17%$3.1B13.03M
3AMZNAMAZON.COM INC COMCOM3.10%$2.3B736.8K
4GOOGALPHABET INC CAP STK CL CCOM2.88%$2.1B1.02M
5METAFACEBOOK INC CL ACOM1.67%$1.2B4.17M
6TSLATESLA INCCOM1.19%$880M1.32M
7BRK/BBERKSHIRE HATHAWAY INC DEL CLCOM1.14%$836M3.27M
8JPMJPMORGAN CHASE & CO COMCOM1.09%$805M5.29M
9JNJJOHNSON & JOHNSON COM USD1COM0.93%$688M4.19M
10VVISA INC COM CL A STKCOM0.88%$650M3.07M
11HDHOME DEPOT INC COMCOM0.81%$596M1.95M
12DISWALT DISNEY COCOM0.79%$583M3.16M
13NVDANVIDIA CORP COMCOM0.78%$574M1.08M
14MAMASTERCARD INC CL ACOM0.77%$566M1.59M
15UNHUNITEDHEALTH GROUP INC COMCOM0.77%$563M1.51M
16PGPROCTER & GAMBLE COM NPVCOM0.75%$552M4.08M
17BACBANK OF AMERICA CORPCOM0.72%$533M13.77M
18PYPLPAYPAL HLDGS INC COMCOM0.67%$493M2.03M
19INTCINTEL CORP COMCOM0.66%$488M7.62M
20CMCSACOMCAST CORP NEW-CL ACOM0.64%$473M8.75M
21BACVERIZON COMMUNICATIONS COMCOM0.61%$451M7.75M
22TAT&T INC COMCOM0.56%$410M13.55M
23EXMOCEXXON MOBIL CORP COMCOM0.55%$408M7.30M
24ADBEADOBE INCCOM0.55%$404M849.6K
25CSCOCISCO SYSTEMS INCCOM0.54%$396M7.66M
26ABTABBOTT LAB COMCOM0.52%$385M3.21M
27KOCOCA COLA CO COMCOM0.50%$367M6.96M
28PEPPEPSICO INC COMCOM0.48%$352M2.49M
29CHVCHEVRON CORP COMCOM0.48%$352M3.36M
30NFLXNETFLIX INC COMCOM0.48%$350M671.3K
31WMTWALMART INCCOM0.45%$330M2.43M
32TXNTEXAS INSTRUMENTS INC COMCOM0.44%$326M1.73M
33PFEPFIZER INC COMCOM0.44%$326M8.99M
34CRMSALESFORCE COM INC COMCOM0.44%$325M1.53M
35AVGOBROADCOM INCCOM0.43%$318M685.3K
36MRKMERCK & CO INC NEW COMCOM0.43%$314M4.07M
37MCDMC DONALDS CORP COMCOM0.42%$310M1.38M
38ACCENTURE PLC CLASS A ORDINARYCOM0.42%$307M1.11M
39ABBVABBVIE INC COM USD0.01COM0.42%$307M2.83M
40NKENIKE INC CL BCOM0.40%$293M2.21M
41COSTCOSTCO WHOLESALE CORP NEW COMCOM0.40%$293M830.0K
42TMOTHERMO FISHER CORPCOM0.40%$292M640.6K
43NEENEXTERA ENERGY INC COMCOM0.37%$270M3.58M
44WFCWELLS FARGO & CO NEW COM STKCOM0.37%$269M6.90M
45UNPUNION PAC CORP COMCOM0.37%$269M1.22M
46MEDTRONIC PLC SHSCOM0.36%$268M2.27M
47LLYELI LILLY & CO COMCOM0.36%$264M1.42M
48QCOMQUALCOMM INC COMCOM0.36%$263M1.98M
49AMGNAMGEN INC COMCOM0.35%$259M1.04M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$116.9B4,151May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$123.7B4,187Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$124.5B4,172Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$116.8B4,194Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$111.8B4,223May 29, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2024$111.8B4,223Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$110.9B4,249Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$106.4B4,422Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$104.1B4,304May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$95.4B4,317Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$86.2B4,352Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023under review4,423Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$81M2,965May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022under review3,010Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$67.1B3,082Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$68.5B3,093Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$77.7B3,015May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$81.6B3,011Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$73.9B3,042Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$76.2B2,995Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$73.6B3,002May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$72.5B3,053Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$63.8B2,985Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$59.9B3,065Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$47.7B2,931May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$59.8B2,949Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$54.7B2,954Oct 23, 201913F-HRchanges · EDGAR ↗
Q2 2019$53.3B2,971Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$51.6B2,947May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$46.0B2,980Jan 31, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.