13F Filings History of Richard Bernstein Advisors LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$3,506,500,126
Signature - Title
Michael Meyer - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Richard Bernstein Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Richard Bernstein Advisors LLC reported 204 stock holdings with total value $3,506,500,126 as of Q3 2025. Top holdings included IQLT, JMBS, VTV, FTEC, and SPTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 204 $3,506,500,126 +$133,443,524 -$889,853,950 -$756,410,426 IQLT, JMBS, VTV, FTEC, SPTI 13F-HR 13 Nov 2025, 11:30
Q2 2025 212 $4,052,455,858 +$580,813,728 -$938,512,383 -$357,698,655 JMBS, IQLT, VTV, FTEC, SPTI 13F-HR 06 Aug 2025, 10:08
Q1 2025 223 $4,132,723,939 +$427,997,744 -$664,791,599 -$236,793,855 JMBS, SPTS, VTV, EMXC, IQLT 13F-HR 29 Apr 2025, 16:47
Q4 2024 218 $4,414,395,156 +$182,529,895 -$301,848,544 -$119,318,649 JMBS, EMXC, SPTS, VTV, FTEC 13F-HR 04 Feb 2025, 17:04
Q3 2024 225 $4,664,343,948 +$1,203,568,288 -$1,317,675,126 -$114,106,838 JMBS, EMXC, SPTS, VTV, FTEC 13F-HR 08 Nov 2024, 12:55
Q2 2024 209 $4,514,241,244 +$194,525,443 -$315,630,573 -$121,105,130 JMBS, TLH, EMXC, VTV, MCHI 13F-HR 30 Jul 2024, 11:45
Q1 2024 213 $4,658,728,185 +$230,556,472 -$266,675,911 -$36,119,439 JMBS, TLH, EMXC, VTV, USFR 13F-HR 09 May 2024, 12:06
Q4 2023 227 $4,512,091,985 +$543,333,004 -$833,956,323 -$290,623,319 JMBS, TLH, USFR, MCHI, VTV 13F-HR 13 Feb 2024, 18:13
Q3 2023 202 $4,481,789,961 +$1,060,334,079 -$947,740,569 +$112,593,510 TLH, MCHI, USFR, MBB, SDY 13F-HR 14 Nov 2023, 15:23
Q2 2023 175 $4,734,354,427 +$500,143,654 -$515,454,429 -$15,310,775 TLH, USFR, MCHI, MBB, KXI 13F-HR 10 Aug 2023, 17:56
Q1 2023 203 $4,717,823,751 +$546,321,435 -$465,132,604 +$81,188,831 TLH, USFR, MCHI, MBB, KXI 13F-HR 12 May 2023, 14:00
Q4 2022 204 $4,475,905,386 +$646,070,637 -$452,465,850 +$193,604,787 TLH, USFR, MCHI, MBB, LQD 13F-HR 14 Feb 2023, 15:05
Q3 2022 210 $4,003,323,000 +$603,247,187 -$865,007,959 -$261,760,772 TLH, MBB, LQD, IQLT, USFR 13F-HR 14 Nov 2022, 13:13
Q2 2022 236 $4,608,105,000 +$914,402,216 -$796,607,290 +$117,794,926 USFR, QUAL, LQD, MBB, IQLT 13F-HR 02 Aug 2022, 14:24
Q1 2022 260 $5,060,310,000 +$1,095,295,055 -$1,005,880,427 +$89,414,628 QUAL, USFR, IQLT, HYEM, LQDH 13F-HR 12 May 2022, 16:54
Q4 2021 262 $5,183,707,000 +$932,987,596 -$872,541,534 +$60,446,062 QUAL, USFR, IQLT, IGHG, HYEM 13F-HR 11 Feb 2022, 13:36
Q3 2021 290 $4,959,422,000 +$331,528,521 -$73,527,407 +$258,001,114 QUAL, IWN, IQLT, IGHG, HYEM 13F-HR 09 Nov 2021, 15:59
Q2 2021 314 $4,825,135,000 +$725,949,510 -$450,495,365 +$275,454,145 QUAL, IWN, IGHG, HYEM, IQLT 13F-HR 04 Aug 2021, 19:43
Q1 2021 296 $4,378,750,000 +$970,862,112 -$756,698,997 +$214,163,115 QUAL, LMBS, IWN, IGHG, IQLT 13F-HR 14 May 2021, 17:20
Q4 2020 277 $4,069,993,000 +$1,211,989,327 -$961,228,548 +$250,760,779 QUAL, MCHI, LMBS, IGHG, IQLT 13F-HR 08 Feb 2021, 21:53
Q3 2020 247 $3,563,501,000 +$244,456,441 -$2,621,000 +$241,835,441 QUAL, IGIB, LMBS, SHY, MCHI 13F-HR 12 Nov 2020, 15:06
Q2 2020 247 $3,192,865,000 +$1,125,639,209 -$1,021,272,848 +$104,366,361 QUAL, IGIB, LMBS, SHY, MCHI 13F-HR 14 Aug 2020, 09:58
Q1 2020 201 $2,817,677,000 +$337,387,413 -$361,203,102 -$23,815,689 SCHP, SHY, LMBS, MCHI, QUAL 13F-HR 13 May 2020, 17:17
Q4 2019 225 $3,091,113,000 +$8,316,782 -$79,927,907 -$71,611,125 SHY, SCHP, MCHI, QUAL, IQLT 13F-HR 13 Feb 2020, 16:57
Q3 2019 221 $3,053,914,000 +$377,218,740 -$363,150,522 +$14,068,218 SHY, SCHP, MCHI, QUAL, IQLT 13F-HR 14 Nov 2019, 15:04
Q2 2019 221 $3,013,576,000 +$465,065,325 -$607,087,034 -$142,021,709 SHY, USFR, MCHI, QUAL, XLV 13F-HR 09 Aug 2019, 10:55
Q1 2019 251 $3,083,694,000 +$1,696,535,292 -$1,540,421,599 +$156,113,693 QUAL, SHY, USFR, XLV, IQLT 13F-HR 13 May 2019, 13:25
Q4 2018 328 $2,716,784,000 +$270,723,179 -$573,771,765 -$303,048,586 SHY, VGT, XLI, XLF, XLY 13F-HR 12 Feb 2019, 17:47
Q3 2018 345 $3,477,344,000 +$376,742,143 -$140,259,769 +$236,482,374 VGT, SHY, XLI, SHYG, XLF 13F-HR 13 Nov 2018, 12:40
Q2 2018 332 $3,120,495,000 +$643,048,869 -$337,248,295 +$305,800,574 IEMG, VGT, SHY, SHYG, XLI 13F-HR 10 Aug 2018, 17:19
Q1 2018 319 $2,816,831,000 +$796,472,540 -$254,724,311 +$541,748,229 XLF, IEMG, VGT, SHY, SHYG 13F-HR 14 May 2018, 14:16
Q4 2017 326 $2,279,699,000 +$768,252,825 -$6,648,143 +$761,604,682 XLF, IEMG, VGT, SHYG, EZU 13F-HR 12 Feb 2018, 20:03
Q3 2017 207 $1,443,958,000 +$101,526,082 -$22,158,528 +$79,367,554 SHYG, XLF, BSJI, IEMG, VGT 13F-HR 14 Nov 2017, 13:18
Q2 2017 195 $1,308,883,000 +$169,620,236 -$175,500,276 -$5,880,040 SHYG, XLF, BSJI, IEMG, VGT 13F-HR 04 Aug 2017, 13:54
Q1 2017 218 $1,292,587,000 +$76,237,572 -$29,286,752 +$46,950,820 SHYG, BSJI, XLF, GDXJ, VGT 13F-HR 09 May 2017, 18:22
Q4 2016 224 $1,193,973,000 +$206,852,525 -$107,108,386 +$99,744,139 SHYG, BSJI, XLF, GDXJ, AAPL 13F-HR 13 Feb 2017, 18:24
Q3 2016 221 $1,050,556,000 +$98,223,894 -$138,135,884 -$39,911,990 HYD, GDXJ, AAPL, XLF, SCHA 13F-HR 09 Nov 2016, 16:00
Q2 2016 231 $1,051,645,000 +$143,597,251 -$110,733,706 +$32,863,545 HYD, GDXJ, HEDJ, XLF, AAPL 13F-HR 08 Jul 2016, 10:41
Q1 2016 233 $1,001,127,000 +$514,505,615 -$307,868,313 +$206,637,302 HYD, HEDJ, AAPL, XLF, MSFT 13F-HR 03 May 2016, 17:18
Q4 2015 134 $780,831,000 +$38,132,211 -$20,918,000 +$17,214,211 HYD, AAPL, HEDJ, VUG, MSFT 13F-HR 12 Feb 2016, 14:45
Q3 2015 158 $731,895,000 +$42,758,160 -$102,568,707 -$59,810,547 HYD, AAPL, HEDJ, VUG, VTV 13F-HR 29 Oct 2015, 15:19
Q2 2015 192 $828,108,000 +$260,733,778 -$184,151,139 +$76,582,639 HYD, AAPL, VUG, MSFT, VTV 13F-HR 11 Aug 2015, 15:36
Q1 2015 264 $763,483,000 +$59,537,856 -$273,446,568 -$213,908,712 HYD, AAPL, MSFT, PFE, JPM 13F-HR 11 May 2015, 08:52
Q4 2014 310 $966,213,000 +$38,658,950 -$53,614,553 -$14,955,603 HYD, HYMB, AAPL, MSFT, XOM 13F-HR 04 Feb 2015, 17:41
Q3 2014 309 $949,059,000 +$125,318,932 -$11,530,666 +$113,788,266 HYD, HYMB, VDE, AAPL, MSFT 13F-HR 05 Nov 2014, 20:59
Q2 2014 249 $850,504,000 +$195,068,192 -$35,124,713 +$159,943,479 HYD, AAPL, HYMB, XOM, MSFT 13F-HR 07 Aug 2014, 17:13
Q1 2014 247 $704,385,000 +$207,478,249 -$6,138,000 +$201,340,249 HYD, AAPL, XOM, MSFT, GOOGL 13F-HR 25 Apr 2014, 12:09
Q4 2013 247 $494,750,000 $0 $0 $0 HYD, AAPL, XOM, VXF, GOOGL 13F-HR 11 Feb 2014, 11:58