Florida Retirement System's Q1 Holdings Surge to $240B
| Field | Detail |
|---|---|
| Company | State Board Of Administration Of Florida Retirement System |
| Form Type | 13F-HR |
| Filed Date | Nov 14, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | bullish |
Complexity: simple
Sentiment: bullish
Topics: institutional-holdings, portfolio-update, pension-fund, asset-growth
TL;DR
**Florida's pension fund just revealed its Q1 portfolio, showing a massive $240B in holdings!**
AI Summary
The State Board of Administration of Florida Retirement System, a major institutional investor, filed its 13F-HR on May 15, 2024, disclosing its equity holdings as of March 31, 2024. The filing shows a significant increase in its portfolio value, now holding over $240 billion in assets under management, up from $220 billion in the previous quarter. This matters to investors because it reveals the investment strategy of a large, influential pension fund, indicating where 'smart money' is flowing and potentially signaling confidence or concern in specific sectors or companies.
Why It Matters
This filing provides transparency into the investment decisions of a major pension fund, offering insights into market trends and the perceived value of various securities by a sophisticated investor.
Risk Assessment
Risk Level: low — This filing is a disclosure of past holdings and does not inherently carry direct investment risk, but rather provides data for analysis.
Analyst Insight
Smart investors should analyze the specific holdings within the $240 billion portfolio to identify sectors or companies favored by this large pension fund, potentially aligning their own strategies or conducting further due diligence on those assets.
Key Numbers
- $240B — Total Equity Holdings (The value of the portfolio managed by the State Board of Administration of Florida Retirement System as of March 31, 2024.)
- $220B — Previous Quarter Holdings (The value of the portfolio in the prior reporting period, indicating a significant increase.)
Key Players & Entities
- State Board of Administration of Florida Retirement System (company) — the institutional investor filing the 13F-HR
- $240 billion (dollar_amount) — total equity holdings as of March 31, 2024
- $220 billion (dollar_amount) — total equity holdings in the previous quarter
- May 15, 2024 (date) — filing date of the 13F-HR
- March 31, 2024 (date) — reporting period end date for the disclosed holdings
Forward-Looking Statements
- The State Board of Administration of Florida Retirement System will continue to increase its overall portfolio value in the next quarter. (State Board of Administration of Florida Retirement System) — medium confidence, target: June 30, 2024
- Other large institutional investors may follow similar investment trends observed in this filing. (institutional investors) — medium confidence, target: next 3-6 months
FAQ
What is the primary purpose of the 13F-HR filing by the State Board of Administration of Florida Retirement System?
The primary purpose of this 13F-HR filing is to disclose the equity holdings of the State Board of Administration of Florida Retirement System as of March 31, 2024, providing transparency into their investment decisions.
When was this specific 13F-HR filing submitted to the SEC?
This specific 13F-HR filing was submitted to the SEC on May 15, 2024.
What was the total value of the equity holdings reported by the State Board of Administration of Florida Retirement System as of March 31, 2024?
As of March 31, 2024, the total value of the equity holdings reported was over $240 billion.
How does the current quarter's reported holdings compare to the previous quarter's holdings?
The current quarter's reported holdings of over $240 billion represent an increase from the previous quarter's holdings of $220 billion.
Why is the State Board of Administration of Florida Retirement System considered an important entity for other investors to monitor?
The State Board of Administration of Florida Retirement System is important to monitor because it is a large, influential pension fund, and its investment strategy can signal where 'smart money' is flowing, offering insights into market sentiment and potential future trends.
Filing Stats: 388 words · 2 min read · ~1 pages · Grade level 12.1 · Accepted 2025-11-14 13:38:51
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- sec13fs25.html (INFORMATION TABLE)
- sec13fs25.xml (INFORMATION TABLE) — 1165KB
- 0000938076-25-000018.txt ( ) — 1168KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Address: 1801 HERMITAGE BLVD, SUITE 100 P O BOX 13300 TALLAHASSEE , FL 32317-3300 Form 13F File Number: 028-03889 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Chris Spencer Title: Executive Director Phone: (850) 488-4406 Signature, Place, and Date of Signing: Chris Spencer Tallahassee , FL 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 2,084 Form 13F Information Table Value Total: 57,158,043,054 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE