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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 $2,003,316,728 across 548 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 22.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-223095

Period
2026-03-31
Reported value
$2B
Holdings
548
Top 10 weight
22.26%
New
38
Sold out
36

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMCRnew+359,669$14.3M
RHIadded+558,124$14.2M
WLKnew+79,478$9.28M
AVAnew+206,368$8.28M
PIInew+145,416$7.93M

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
UGIexited-431,818-$16.2M
CVXreduced-72,290-$15M
AMCOR PLCexited-1,393,951-$11.6M
BENreduced-337,204-$7.96M
ABBVreduced-34,794-$7.57M

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, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-223095, largest first. % of portfolio is the value over $2,003,316,728, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,138 shares; 2024Q4: 63,043 shares; 2025Q1: 63,043 shares; 2025Q2: 16,951 shares; 2025Q3: 18,152 shares; 2025Q4: 24,725 shares; 2026Q1: 21,135 shares 21,135$244K0.01%-3,590Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,061 shares; 2025Q1: 2,911 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732$243K0.01%0Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,847 shares; 2024Q4: 20,760 shares; 2025Q1: 20,788 shares; 2025Q2: 5,811 shares; 2025Q3: 8,977 shares; 2025Q4: 6,493 shares; 2026Q1: 5,245 shares 5,245$241K0.01%-1,248Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 3,735 shares; 2025Q1: 3,764 shares; 2025Q2: 2,467 shares; 2025Q3: 1,475 shares; 2025Q4: 1,814 shares; 2026Q1: 1,268 shares 1,268$241K0.01%-546Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,184 shares; 2024Q4: 76,526 shares; 2025Q1: 73,052 shares; 2025Q2: 61,397 shares; 2025Q3: 60,414 shares; 2025Q4: 45,882 shares; 2026Q1: 4,252 shares 4,252$239K0.01%-41,630Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,293 shares; 2025Q1: 5,002 shares; 2025Q2: 1,546 shares; 2025Q3: 1,424 shares; 2025Q4: 1,434 shares; 2026Q1: 1,763 shares 1,763$239K0.01%+329Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: not reported; 2025Q3: 7,160 shares; 2025Q4: 7,085 shares; 2026Q1: 6,238 shares 6,238$237K0.01%-847Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 883 shares; 2025Q1: 845 shares; 2025Q2: 239 shares; 2025Q3: 298 shares; 2025Q4: 288 shares; 2026Q1: 204 shares 204$236K0.01%-84Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,145 shares 1,145$235K0.01%newTimeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares; 2026Q1: 691 shares 691$234K0.01%+27Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,384 shares 2,384$232K0.01%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,908 shares; 2024Q4: 19,603 shares; 2025Q1: 6,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,176 shares 4,176$231K0.01%newTimeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,150 shares 1,150$230K0.01%+6Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,935 shares; 2024Q4: 6,194 shares; 2025Q1: 5,957 shares; 2025Q2: 3,233 shares; 2025Q3: 4,092 shares; 2025Q4: 3,939 shares; 2026Q1: 2,818 shares 2,818$229K0.01%-1,121Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 4,943 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,680 shares; 2025Q4: not reported; 2026Q1: 4,740 shares 4,740$227K0.01%newTimeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,222 shares; 2026Q1: 1,228 shares 1,228$227K0.01%+6Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,674 shares; 2025Q4: 1,642 shares; 2026Q1: 1,653 shares 1,653$227K0.01%+11Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 716 shares; 2025Q1: 696 shares; 2025Q2: 681 shares; 2025Q3: 650 shares; 2025Q4: 640 shares; 2026Q1: 644 shares 644$226K0.01%+4Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,478 shares; 2025Q1: not reported; 2025Q2: 6,339 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,649 shares 3,649$226K0.01%newTimeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 885 shares; 2025Q4: 866 shares; 2026Q1: 850 shares 850$226K0.01%-16Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 8,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,607 shares 3,607$225K0.01%newTimeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,476 shares; 2025Q1: 2,391 shares; 2025Q2: 2,417 shares; 2025Q3: 2,340 shares; 2025Q4: 2,309 shares; 2026Q1: 2,321 shares 2,321$225K0.01%+12Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares; 2026Q1: 2,570 shares 2,570$221K0.01%+13Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 9,915 shares; 2025Q1: 9,641 shares; 2025Q2: 9,761 shares; 2025Q3: 9,563 shares; 2025Q4: not reported; 2026Q1: 9,509 shares 9,509$219K0.01%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 16,873 shares; 2025Q1: 15,795 shares; 2025Q2: 6,013 shares; 2025Q3: 5,852 shares; 2025Q4: 5,072 shares; 2026Q1: 4,620 shares 4,620$219K0.01%-452Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,583 shares; 2025Q1: 2,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 2,782 shares 2,782$217K0.01%-292Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 649 shares; 2025Q1: 631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 615 shares 615$216K0.01%-4Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,701 shares; 2025Q1: 4,571 shares; 2025Q2: 4,518 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares; 2026Q1: 4,371 shares 4,371$216K0.01%-36Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,745 shares 3,745$216K0.01%newTimeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares; 2026Q1: 2,931 shares 2,931$215K0.01%+14Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,013 shares; 2025Q1: 2,002 shares; 2025Q2: 808 shares; 2025Q3: 677 shares; 2025Q4: 701 shares; 2026Q1: 741 shares 741$215K0.01%+40Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares 1,459$215K0.01%newTimeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,545 shares 1,545$215K0.01%-11Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,037 shares 1,037$214K0.01%+10Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 1,859 shares; 2025Q1: 1,833 shares; 2025Q2: 1,483 shares; 2025Q3: 592 shares; 2025Q4: 336 shares; 2026Q1: 198 shares 198$211K0.01%-138Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 14,742 shares; 2025Q1: 14,601 shares; 2025Q2: 11,053 shares; 2025Q3: 11,053 shares; 2025Q4: 10,933 shares; 2026Q1: 7,521 shares 7,521$210K0.01%-3,412Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,361 shares; 2025Q4: 2,307 shares; 2026Q1: 2,265 shares 2,265$210K0.01%-42Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,692 shares; 2025Q1: 5,535 shares; 2025Q2: 5,453 shares; 2025Q3: 5,312 shares; 2025Q4: 5,224 shares; 2026Q1: 5,252 shares 5,252$210K0.01%+28Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,765 shares 2,765$208K0.01%newTimeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,253 shares; 2025Q1: 3,215 shares; 2025Q2: 3,729 shares; 2025Q3: 3,638 shares; 2025Q4: 1,886 shares; 2026Q1: 1,896 shares 1,896$205K0.01%+10Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,073 shares 7,073$204K0.01%newTimeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,231 shares 3,231$203K0.01%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 6,334 shares; 2025Q1: 6,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,062 shares; 2026Q1: 3,772 shares 3,772$201K0.01%-2,290Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,287 shares 4,287$201K0.01%newTimeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 16,159 shares; 2025Q1: 15,593 shares; 2025Q2: 15,593 shares; 2025Q3: 15,332 shares; 2025Q4: 15,332 shares; 2026Q1: 15,233 shares 15,233$164K0.01%-99Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares; 2025Q3: 11,185 shares; 2025Q4: 11,185 shares; 2026Q1: 11,106 shares 11,106$136K0.01%-79Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 26,159 shares; 2025Q1: 25,865 shares; 2025Q2: 17,857 shares; 2025Q3: 15,841 shares; 2025Q4: 15,841 shares; 2026Q1: 15,363 shares 15,363$120K0.01%-478Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 11,888 shares; 2025Q1: 11,486 shares; 2025Q2: 11,486 shares; 2025Q3: 11,486 shares; 2025Q4: 13,237 shares; 2026Q1: 13,249 shares 13,249$112K0.01%+12Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
UGIUGI CORP NEW431,818$16.2Mshares
AMCOR PLCAMCOR PLC1,393,951$11.6Mshares
NJRNEW JERSEY RES CORP132,947$6.13Mshares
HSTHOST HOTELS & RESORTS INC141,640$2.51Mshares
NDAQNASDAQ INC11,184$1.09Mshares
AOSSMITH A O CORP14,260$954Kshares
COHRCOHERENT CORP3,612$667Kshares
LITELUMENTUM HLDGS INC1,634$602Kshares
ECHOECHOSTAR CORP3,403$370Kshares
FISVFISERV INC4,803$323Kshares
TTDTHE TRADE DESK INC7,287$277Kshares
CMACOMERICA INC2,931$255Kshares
AYIACUITY INC705$254Kshares
IDXXIDEXX LABS INC374$253Kshares
MSCIMSCI INC428$246Kshares
ITGARTNER INC969$244Kshares
EXCEXELON CORP5,580$243Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR940$241Kshares
MANHMANHATTAN ASSOCIATES INC1,383$240Kshares
JEFJEFFERIES FINANCIAL GROUP IN3,787$235Kshares
TEAMATLASSIAN CORPORATION1,434$233Kshares
BSYBENTLEY SYS INC6,047$231Kshares
FSLRFIRST SOLAR INC877$229Kshares
CMGCHIPOTLE MEXICAN GRILL INC6,133$227Kshares
SESEA LTD1,753$224Kshares
FYBRFRONTIER COMMUNICATIONS PARE5,816$221Kshares
HLIHOULIHAN LOKEY INC1,263$220Kshares
AXONAXON ENTERPRISE INC379$215Kshares
CRBGCOREBRIDGE FINL INC7,089$214Kshares
CRCRANE COMPANY1,137$210Kshares
URIUNITED RENTALS INC257$208Kshares
PLNTPLANET FITNESS MASTER ISSUER1,904$207Kshares
REXRREXFORD INDL RLTY INC5,331$206Kshares
TTEKTETRA TECH INC NEW5,999$201Kshares
KNSLKINSALE CAP GROUP INC514$201Kshares
ZIONZIONS BANCORPORATION NATL AS3,430$201Kshares

How Q1 2026 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 0001193125-26-223095 base2026-05-14acceptance time not in the bulk data set