13F Filings History of LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 27 Oct 2025
Value $
$1,778,357,164
Signature - Title
Nick Ng - Portfolio Manager
Location
Libertyville, IL
Summary
This page shows a list of all the recent 13F filings made by LIBERTY ONE INVESTMENT MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBERTY ONE INVESTMENT MANAGEMENT, LLC reported 143 stock holdings with total value $1,778,357,164 as of Q3 2025. Top holdings included JNJ, CAH, LNT, SO, and DUK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 143 $1,778,357,164 +$900,405,189 -$136,062,528 +$764,342,661 JNJ, CAH, LNT, SO, DUK 13F-HR 27 Oct 2025, 12:49
Q2 2025 145 $988,496,599 +$35,975,088 -$37,726,204 -$1,751,116 CAH, KR, SO, KO, DUK 13F-HR 30 Jul 2025, 11:19
Q1 2025 146 $988,347,934 +$126,102,727 -$93,799,090 +$32,303,637 CAH, LNT, DUK, SO, KO 13F-HR 30 Apr 2025, 09:19
Q4 2024 148 $922,959,446 +$49,981,179 -$53,262,321 -$3,281,142 CAH, LNT, CLX, DUK, SO 13F-HR 16 Jan 2025, 08:37
Q3 2024 181 $978,288,649 +$36,299,785 -$24,149,292 +$12,150,493 SPTL, LMT, LLY, SO, LNT 13F-HR 31 Oct 2024, 10:07
Q2 2024 181 $887,387,000 +$55,629,330 -$45,912,879 +$9,716,451 SPTL, LLY, SO, PG, KMB 13F-HR 22 Jul 2024, 10:16
Q1 2024 181 $882,501,362 +$49,159,110 -$16,681,610 +$32,477,500 LLY, SPTL, CAH, RSG, WM 13F-HR 30 Apr 2024, 09:10
Q4 2023 169 $810,367,897 +$73,222,328 -$3,692,288 +$69,530,040 SPTL, LLY, CAH, MCD, LMT 13F-HR 26 Jan 2024, 11:52
Q3 2023 170 $689,936,743 +$28,567,809 -$53,733,915 -$25,166,106 LLY, CAH, PG, MCD, KO 13F-HR 03 Nov 2023, 17:05
Q2 2023 170 $770,787,398 +$23,250,645 -$7,582,216 +$15,668,429 LLY, MCD, CAH, KMB, LMT 13F-HR 04 Aug 2023, 11:53
Q1 2023 169 $733,307,085 +$46,871,358 -$5,209,211 +$41,662,147 MCD, LMT, KMB, SO, PEP 13F-HR 15 May 2023, 08:55
Q4 2022 151 $696,061,112 +$25,992,556 -$4,271,674 +$21,720,882 LMT, KMB, MCD, JNJ, CAH 13F-HR 15 Feb 2023, 08:37
Q3 2022 151 $607,893,000 $0 CAH, JNJ, SO, MCD, LMT 13F-HR 16 Nov 2022, 11:09
Q2 2022 73 $447,509,000 $0 LNT, MCD, JNJ, SO, PEP 13F-HR 01 Aug 2022, 17:29
Q1 2022 164 $658,355,000 +$19,497,951 -$3,611,566 +$15,886,385 SO, LNT, JNJ, LLY, MCD 13F-HR 03 May 2022, 13:23
Q4 2021 142 $664,201,000 +$29,960,688 -$7,831,614 +$22,129,074 PFE, MCD, LNT, SO, PEP 13F-HR 21 Jan 2022, 15:54
Q3 2021 143 $585,797,000 +$8,914,093 -$6,910,154 +$2,003,939 MCD, LNT, SO, JNJ, PEP 13F-HR 19 Oct 2021, 19:52
Q2 2021 142 $591,696,000 +$15,269,600 -$3,159,163 +$12,110,437 MMM, LNT, MCD, JNJ, SO 13F-HR 20 Jul 2021, 14:38
Q1 2021 142 $561,210,000 +$70,648,314 -$61,120,521 +$9,527,793 MMM, LNT, MCD, SO, JNJ 13F-HR 06 Apr 2021, 17:29
Q4 2020 136 $531,955,000 +$24,481,275 -$1,656,005 +$22,825,270 JNJ, MCD, MMM, KDP, SO 13F-HR 19 Jan 2021, 18:14
Q3 2020 135 $488,950,000 +$23,136,681 -$4,316,201 +$18,820,480 MCD, JNJ, KMB, HRL, MMM 13F-HR 03 Nov 2020, 08:20
Q2 2020 135 $446,314,000 +$31,021,996 -$4,853,502 +$26,168,494 HRL, KMB, CLX, KDP, JNJ 13F-HR 22 Jul 2020, 17:15
Q1 2020 118 $388,111,000 +$8,997,091 -$12,559,569 -$3,562,478 HRL, JNJ, KMB, SO, LNT 13F-HR 22 Apr 2020, 10:06
Q4 2019 117 $462,041,000 $0 SO, T, LNT, HRL, KMB 13F-HR 22 Apr 2020, 09:59