LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
CIK: 0000932974Latest portfolio: $11.0B · Q4 2025
Holdings
534
Total Value
$11.0B
New Positions
532
Closed Positions
0
Top Holdings
View All 534 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 2,973,433 | $994.8M | 9.01% | NEW | |
| 2 | MSFTMICROSOFT CORP | 1,841,271 | $884.9M | 8.02% | NEW | |
| 3 | MAMASTERCARD INC | 1,382,955 | $719.7M | 6.52% | NEW | |
| 4 | AMZNAMAZON.COM | 2,197,758 | $537.7M | 4.87% | NEW | |
| 5 | INTUINTUIT | 942,707 | $514.1M | 4.66% | NEW | |
| 6 | SYKSTRYKER CORP | 1,153,763 | $409.1M | 3.71% | NEW | |
| 7 | DHRDANAHER CORP SHS BEN INT | 1,659,049 | $391.1M | 3.54% | NEW | |
| 8 | AAPLAPPLE INC | 1,417,914 | $366.2M | 3.32% | NEW | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 539,623 | $336.7M | 3.05% | NEW | |
| 10 | NVDANVIDIA CORP | 1,740,319 | $328.1M | 2.97% | NEW | |
| 11 | TJXTJX COMPANIES INC | 2,162,808 | $320.1M | 2.90% | NEW | |
| 12 | COSTCOSTCO WHOLESALE CORP NEW | 243,719 | $236.5M | 2.14% | NEW | |
| 13 | AMTAMERICAN TOWER CORP | 1,288,720 | $232.1M | 2.10% | NEW | |
| 14 | NXPINXP SEMICONDUCTORS | 966,999 | $221.8M | 2.01% | NEW | |
| 15 | NOWSERVICENOW INC | 1,589,708 | $209.5M | 1.90% | NEW | |
| 16 | PHPARKER-HANNIFIN CORP | 207,104 | $191.8M | 1.74% | NEW | |
| 17 | VVISA INC | 585,001 | $190.3M | 1.72% | NEW | |
| 18 | ABTABBOTT LABORATORIES | 1,646,770 | $178.3M | 1.62% | NEW | |
| 19 | FISVFISERV INC | 2,632,405 | $174.5M | 1.58% | NEW | |
| 20 | METAMETA PLATFORMS INC CL A | 253,690 | $170.7M | 1.55% | NEW | |
| 21 | ADPAUTOMATIC DATA PROCESSING | 622,799 | $158.5M | 1.44% | NEW | |
| 22 | EOGEOG RESOURCES | 1,399,000 | $151.9M | 1.38% | NEW | |
| 23 | SNPSSYNOPSYS INC | 294,462 | $148.0M | 1.34% | NEW | |
| 24 | VEEVVEEVA SYSTEMS INC | 665,439 | $145.0M | 1.31% | NEW | |
| 25 | CNRCANADIAN NATIONAL RAILWAY | 1,305,390 | $131.2M | 1.19% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($8.848775141503662e+233T)
Industrials0.0% ($1.9177115850754044e+212T)
Healthcare0.0% ($4.090893911203366e+178T)
Consumer Cyclical0.0% ($5.377453201159523e+124T)
Unknown0.0% ($1.0357386997186205e+100T)
Energy0.0% ($1.519151311645053e+84T)
Consumer Defensive0.0% ($2.36475105566619e+76T)
Communication Services0.0% ($9.947601707256167e+51T)
Basic Materials0.0% ($2.046912496540914e+47T)
Utilities0.0% ($4.690167624624223e+31T)
Real Estate0.0% ($232060974674530304000.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 28, 2026 | $11.0B | 631 |
| Q3 2025 | Oct 24, 2025 | $11.4T | 0 |
| Q2 2025 | Jul 30, 2025 | $11.3T | 619 |
| Q1 2025 | Apr 24, 2025 | $10.3T | 661 |
| Q4 2024 | Jan 28, 2025 | $11627.2T | 661 |
| Q3 2024 | Oct 25, 2024 | $11201.8T | 673 |
| Q2 2024 | Jul 17, 2024 | $10859.5T | 654 |
| Q1 2024 | Apr 23, 2024 | $10061.7T | 666 |
| Q4 2023 | Feb 1, 2024 | $10094.3T | 659 |
| Q3 2023 | Nov 3, 2023 | $8932.9T | 710 |
| Q2 2023 | Aug 1, 2023 | $9359.5T | 735 |
| Q1 2023 | May 2, 2023 | $8727.4T | 698 |
| Q4 2022 | Feb 14, 2023 | $8.6T | 681 |
| Q3 2022 | Oct 25, 2022 | $7.7T | 722 |
| Q2 2022 | Jul 26, 2022 | $8.1T | 761 |
| Q1 2022 | Apr 13, 2022 | $9.7T | 755 |
| Q4 2021 | Feb 14, 2022 | $10.9T | 839 |
| Q3 2021 | Nov 12, 2021 | $10.1T | 862 |
| Q2 2021 | Aug 13, 2021 | $9.9T | 1,064 |
| Q1 2021 | Apr 14, 2021 | $9.0T | 402 |
| Q4 2020 | Jan 14, 2021 | $8.9T | 885 |
| Q3 2020 | Oct 15, 2020 | $8.0T | 695 |
| Q2 2020 | Jul 30, 2020 | $7.2T | 691 |
| Q1 2020 | Apr 15, 2020 | $6.0T | 759 |
| Q4 2019 | Jan 22, 2020 | $7.4T | 772 |
| Q3 2019 | Nov 5, 2019 | $6.9T | 767 |
| Q2 2019 | Aug 9, 2019 | $6.9T | 801 |
| Q1 2019 | Apr 8, 2019 | $6.6T | 813 |
| Q4 2018 | Feb 13, 2019 | $5.5T | 798 |
| Q3 2018 | Oct 31, 2018 | $6.3T | 745 |
| Q2 2018 | Aug 7, 2018 | $5.8T | 756 |
| Q1 2018 | Apr 20, 2018 | $5.5T | 813 |
| Q4 2017 | Feb 8, 2018 | $5.4T | 846 |
| Q3 2017 | Oct 27, 2017 | $5.2T | 1,057 |
| Q2 2017 | Aug 7, 2017 | $5.0T | 784 |
| Q1 2017 | May 15, 2017 | $4.8T | 801 |
| Q4 2016 | Feb 2, 2017 | $4.5T | 757 |
| Q3 2016 | Nov 1, 2016 | $4.4T | 717 |
| Q2 2016 | Jul 11, 2016 | $4.4T | 743 |
| Q1 2016 | Apr 26, 2016 | $4.2T | 729 |
Fund Information
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $11.0B across 534 holdings. The largest position is ALPHABET INC (GOOGL), representing 9.0% of the portfolio. Compared to the previous quarter, the fund opened 534 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.