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Meiji Yasuda Asset Management Co Ltd.

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13F filer, CIK 1491685, Tokyo, Japan

Meiji Yasuda Asset Management Co Ltd. reported $2,100,789,654 across 543 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 24.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-25-278347

Period
2025-09-30
Reported value
$2.1B
Holdings
543
Top 10 weight
24.97%
New
38
Sold out
38

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WFCadded+42,852$3.59M
CLadded+37,056$2.96M
MRSHadded+14,657$2.95M
JCIadded+26,705$2.94M
FDXadded+11,670$2.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-22,129-$4.13M
BACreduced-75,988-$3.92M
GOOGLreduced-14,635-$3.56M
MCKreduced-3,755-$2.9M
MOreduced-41,740-$2.76M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001193125-25-278347, largest first. % of portfolio is the value over $2,100,789,654, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: not reported; 2025Q3: 1,434 shares 1,434$229K0.01%newTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 7,194 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares; 2025Q3: 6,820 shares 6,820$229K0.01%-189Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 7,418 shares; 2025Q1: 7,228 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares 2,449$228K0.01%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,294 shares; 2024Q4: 35,841 shares; 2025Q1: 37,273 shares; 2025Q2: 7,707 shares; 2025Q3: 5,064 shares 5,064$228K0.01%-2,643Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,253 shares; 2025Q1: 9,870 shares; 2025Q2: 3,246 shares; 2025Q3: 2,896 shares 2,896$227K0.01%-350Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,512 shares; 2025Q1: 4,342 shares; 2025Q2: 2,666 shares; 2025Q3: 2,786 shares 2,786$226K0.01%+120Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,692 shares; 2025Q1: 5,535 shares; 2025Q2: 5,453 shares; 2025Q3: 5,312 shares 5,312$226K0.01%-141Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,452 shares; 2025Q2: 5,663 shares; 2025Q3: 5,487 shares 5,487$226K0.01%-176Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,293 shares; 2025Q1: 5,002 shares; 2025Q2: 1,546 shares; 2025Q3: 1,424 shares 1,424$224K0.01%-122Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,616 shares; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,542 shares 1,542$221K0.01%-49Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 1,701 shares; 2025Q1: 1,935 shares; 2025Q2: not reported; 2025Q3: 924 shares 924$220K0.01%newTimeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 525 shares; 2025Q2: 531 shares; 2025Q3: 514 shares 514$219K0.01%-17Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares 5,816$217K0.01%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,138 shares; 2024Q4: 63,043 shares; 2025Q1: 63,043 shares; 2025Q2: 16,951 shares; 2025Q3: 18,152 shares 18,152$217K0.01%+1,201Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 4,943 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,680 shares 4,680$217K0.01%-88Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,982 shares; 2025Q1: not reported; 2025Q2: 3,872 shares; 2025Q3: 3,765 shares 3,765$216K0.01%-107Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,541 shares; 2025Q1: 5,366 shares; 2025Q2: 5,467 shares; 2025Q3: 5,299 shares 5,299$215K0.01%-168Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares 1,245$211K0.01%0Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares 3,127$210K0.01%newTimeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,179 shares 5,179$209K0.01%newTimeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,172 shares; 2025Q3: 1,137 shares 1,137$209K0.01%-35Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 814 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 753 shares 753$209K0.01%-39Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,405 shares 2,405$209K0.01%-183Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,889 shares; 2025Q1: 5,726 shares; 2025Q2: 5,726 shares; 2025Q3: 5,535 shares 5,535$208K0.01%-191Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 8,245 shares; 2025Q1: 8,245 shares; 2025Q2: 3,131 shares; 2025Q3: 4,226 shares 4,226$207K0.01%+1,095Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,010 shares; 2025Q1: 5,010 shares; 2025Q2: 1,037 shares; 2025Q3: 1,057 shares 1,057$207K0.01%+20Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares 1,556$206K0.01%newTimeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares 1,027$206K0.01%newTimeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,986 shares 2,986$205K0.01%newTimeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 973 shares; 2025Q1: 904 shares; 2025Q2: not reported; 2025Q3: 710 shares 710$205K0.01%newTimeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,582 shares; 2025Q1: not reported; 2025Q2: 6,352 shares; 2025Q3: 6,106 shares 6,106$204K0.01%-246Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,685 shares; 2024Q4: 74,409 shares; 2025Q1: 70,258 shares; 2025Q2: 5,434 shares; 2025Q3: 4,172 shares 4,172$203K0.01%-1,262Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares 1,642$203K0.01%newTimeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,950 shares 1,950$202K0.01%-47Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,235 shares; 2025Q1: 1,281 shares; 2025Q2: 356 shares; 2025Q3: 356 shares 356$202K0.01%0Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 26,159 shares; 2025Q1: 25,865 shares; 2025Q2: 17,857 shares; 2025Q3: 15,841 shares 15,841$198K0.01%-2,016Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,615 shares; 2024Q4: 15,615 shares; 2025Q1: 15,327 shares; 2025Q2: 15,327 shares; 2025Q3: 15,327 shares 15,327$196K0.01%0Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,768 shares; 2025Q2: 10,771 shares; 2025Q3: 10,419 shares 10,419$182K0.01%-352Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 16,159 shares; 2025Q1: 15,593 shares; 2025Q2: 15,593 shares; 2025Q3: 15,332 shares 15,332$172K0.01%-261Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,736 shares; 2024Q4: 10,481 shares; 2025Q1: 10,191 shares; 2025Q2: 10,191 shares; 2025Q3: 10,191 shares 10,191$154K0.01%0Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 11,888 shares; 2025Q1: 11,486 shares; 2025Q2: 11,486 shares; 2025Q3: 11,486 shares 11,486$140K0.01%0Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares; 2025Q3: 11,185 shares 11,185$119K0.01%-342Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,411 shares; 2024Q4: 12,001 shares; 2025Q1: 12,545 shares; 2025Q2: 12,545 shares; 2025Q3: 12,035 shares 12,035$96.2K<0.01%-510Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UALUNITED AIRLS HLDGS INC29,296$2.33Mshares
ALGNALIGN TECHNOLOGY INC8,336$1.58Mshares
TKOTKO GROUP HOLDINGS INC6,480$1.18Mshares
LULULULULEMON ATHLETICA INC3,773$896Kshares
TAPMOLSON COORS BEVERAGE CO18,539$892Kshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC16,948$677Kshares
IBKRINTERACTIVE BROKERS GROUP IN11,420$633Kshares
EMEEMCOR GROUP INC1,177$630Kshares
LUVSOUTHWEST AIRLS CO19,100$620Kshares
AOSSMITH A O CORP9,380$615Kshares
IVZINVESCO LTD35,070$553Kshares
HHYATT HOTELS CORP2,571$359Kshares
ANSYS INCANSYS INC893$314Kshares
RMDRESMED INC963$248Kshares
GPNGLOBAL PMTS INC3,045$244Kshares
MSTRSTRATEGY INC598$242Kshares
DARDARLING INGREDIENTS INC6,339$241Kshares
KDKYNDRYL HLDGS INC5,580$234Kshares
OTISOTIS WORLDWIDE CORP2,353$233Kshares
PEGAPEGASYSTEMS INC4,268$231Kshares
CDWCDW CORP1,293$231Kshares
WINGWINGSTOP INC669$225Kshares
HESS CORPHESS CORP1,626$225Kshares
AMPAMERIPRISE FINL INC414$221Kshares
CPRTCOPART INC4,454$219Kshares
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP2,361$217Kshares
HQYHEALTHEQUITY INC2,072$217Kshares
LADLITHIA MTRS INC622$210Kshares
INGRINGREDION INC1,546$210Kshares
CPBTHE CAMPBELLS COMPANY6,717$206Kshares
PCGPG&E CORP14,717$205Kshares
MTSIMACOM TECH SOLUTIONS HLDGS I1,425$204Kshares
SEICSEI INVTS CO2,269$204Kshares
PNFPPINNACLE FINANCIAL PARTNERS1,844$204Kshares
FLRFLUOR CORP3,949$202Kshares
CAGCONAGRA BRANDS INC9,870$202Kshares
MAAMID-AMER APT CMNTYS INC1,365$202Kshares
MORNMORNINGSTAR INC641$201Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-25-278347 base2025-11-13acceptance time not in the bulk data set