Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0000315032 · 2026 Q2 · vs 2026 Q1 · Filed 12 Aug 2026 (11 days ago)

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

Reported book: $146.1B
Positions: 105

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 105 of 105 positions · 100% of the book

CutAdded· vs 2026 Q1

CAT$15.5B▲ +$5.1B LLY$12.9B▲ +$3.0B JNJ$8.0B▲ +$301.1M AAPL$6.8B▲ +$796.5M ITW$5.7B▲ +$214.1M ASML$5.5B▲ +$1.8B NUE$5.4B▲ +$1.3B WMT$4.4B▼ -$429.7M KLAC$4.2B▲ +$2.1B XOM$4.2B▼ -$1.0B MSFT$3.9B· +$29.5M GOOGL$3.9B▲ +$752.4M ADM$3.6B▲ +$173.6M APD$3.5B· +$31.9M GLW$3.4B▲ +$1.6B INTC$3.4B▲ +$2.2B WFC$3.3B▲ +$120.5M VMC$2.8B▲ +$216.2M PG$2.3B· +$34.8M CVX$2.2B▼ -$548.6M DE$1.8B MRK$1.8B ABBV$1.5B KO$1.5B GE$1.4B DIS$1.4B PFE$1.3B TXN$1.3B MMM$1.3B ABT$1.2B ZTS$1.1B META$1.1B RIO$1.0B AMGN MTB$981.2M GATX$961.7M ANET$954.6M ADT EMR MKC UNP DCI ADP INTU RNR NTRS CTVA HGTY CL GOOG ATR PEP AMZN A T DUK VZ V USB UL VOO IFF NVO GWW SYY MDT DVN HP

Shares added · vs 2026 Q1

Ranked by dollar move

KLAC$4.2B held · -0% of shares · +$2.1B value · 10:1 split-67.1K sh
VOO$369.8M held · +36% of shares · +$132.8M value+141.8K sh
GWW$288.5M held · +26% of shares · +$104.7M value+43.6K sh
FAST$216.5M held · +59% of shares · +$85.3M value+1.68M sh
WST$177.8M held · +28% of shares · +$80.5M value+107.1K sh
CTAS$164.6M held · +58% of shares · +$60.8M value+353.8K sh
SPDW$162.1M held · +37% of shares · +$54.7M value+864.1K sh
GOVT$111.7M held · +45% of shares · +$34.5M value+1.53M sh
BDX$104.7M held · +36% of shares · +$24.8M value+183.5K sh
UL$371.2M held · +1% of shares · +$22.4M value+51.6K sh
SCHA$47.4M held · +33% of shares · +$18.8M value+328.0K sh
VTV$58.4M held · +32% of shares · +$18.6M value+65.3K sh
USIG$28.0M held · +48% of shares · +$9.1M value+176.5K sh
IEMG$26.2M held · +23% of shares · +$8.3M value+60.2K sh
VYMI$32.3M held · +29% of shares · +$8.3M value+74.4K sh
VTEB$26.3M held · +42% of shares · +$8.0M value+153.9K sh
TLH$12.5M held · +49% of shares · +$4.1M value+41.2K sh
FLOT$11.4M held · +48% of shares · +$3.7M value+72.1K sh
SCHP$11.5M held · +47% of shares · +$3.6M value+137.9K sh
EMB$3.9M held · +41% of shares · +$1.2M value+11.7K sh
USHY$4.8M held · +5% of shares · +$236.0K value+5.8K sh
PGX$364.0K held · +2% of shares · +$4.0K value+509 sh

Shares cut · vs 2026 Q1

Ranked by dollar move

CAT$15.5B held · -0% of shares · +$5.1B value-55.4K sh
INTC$3.4B held · -10% of shares · +$2.2B value-2.54M sh
GLW$3.4B held · -1% of shares · +$1.6B value-191.6K sh
AAPL$6.8B held · -1% of shares · +$796.5M value-135.7K sh
DIS$1.4B held · -4% of shares · -$66.3M value-668.4K sh
APH$110.2M held · -25% of shares · +$4.3M value-213.0K sh

Opened (1)

Closed (9)

1 moved by a corporate action (dashed).