Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.2 Billion distributed in 628 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $959M, Mastercard Inc with a value of $788M, Alphabet Inc. with a value of $732M, Intuit Inc with a value of $633M, and Amazon Com Inc with a value of $483M.

Examining the 13F form we can see an increase of $115M in the current position value, from $11.1B to 11.2B.

Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.

Portfolio value $11.2 Billion
Technology: $4.14 Billion
Healthcare: $1.75 Billion
Consumer Cyclical: $1.3 Billion
Financial Services: $1.2 Billion
Communication Services: $956 Million
Industrials: $738 Million
Consumer Defensive: $537 Million
Real Estate: $271 Million
Other: $333 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$959 Million 8.54% of portfolio
1,851,757
Q3 2025 Reduced 1.66%
$512B
$788 Million 7.02% of portfolio
1,386,151
Q3 2025 Reduced 1.45%
$1.65T
$732 Million 6.52% of portfolio
3,012,702
Q3 2025 Reduced 1.2%
$2.39T
$483 Million 4.31% of portfolio
2,201,561
Q3 2025 Reduced 0.6%
$4.3T
$364 Million 3.24% of portfolio
1,428,893
Q3 2025 Reduced 2.39%
$465B
$329 Million 2.93% of portfolio
1,765,585
Q3 2025 Added 3.42%
$222B
$263 Million 2.34% of portfolio
542,687
Q3 2025 Reduced 0.52%
$228B
$224 Million 1.99% of portfolio
1,669,794
Q3 2025 Reduced 0.89%
$404B
$224 Million 1.99% of portfolio
241,596
Q3 2025 Added 0.39%
$533B
$196 Million 1.75% of portfolio
574,043
Q3 2025 Added 2.61%
$1.37T
$163 Million 1.45% of portfolio
221,330
Q3 2025 Added 0.35%
$662B
$107 Million 0.95% of portfolio
212,600
Q3 2025 Reduced 0.17%
$367B
$104 Million 0.93% of portfolio
256,682
Q3 2025 Reduced 0.45%
$237B
$79.2 Million 0.71% of portfolio
488,040
Q3 2025 Reduced 0.06%
$346B
$61.5 Million 0.55% of portfolio
400,340
Q3 2025 Reduced 1.38%
$405B
$51.4 Million 0.46% of portfolio
53,073
Q3 2025 Added 6.19%
$237B
$48.4 Million 0.43% of portfolio
204,136
Q3 2025 Reduced 35.83%
$1.74T
$45.2 Million 0.4% of portfolio
185,712
Q3 2025 Added 0.59%
$490B
$42.6 Million 0.38% of portfolio
377,751
Q3 2025 Reduced 0.8%
$224B
$35 Million 0.31% of portfolio
115,048
Q3 2025 Reduced 3.44%
$204B
$30.1 Million 0.27% of portfolio
214,147
Q3 2025 Reduced 2.34%
$235B
$30.5 Million 0.27% of portfolio
363,801
Q3 2025 Reduced 4.03%
$881B
$23.1 Million 0.21% of portfolio
73,326
Q3 2025 Reduced 3.0%
$414B
$14.9 Million 0.13% of portfolio
64,430
Q3 2025 Added 7.09%
$258B
$12.1 Million 0.11% of portfolio
72,230
Q3 2025 Reduced 6.35%
$303B
$11.1 Million 0.1% of portfolio
71,403
Q3 2025 Reduced 1.24%
$971B
$10.1 Million 0.09% of portfolio
13,191
Q3 2025 Added 30.75%
$413B
$9.69 Million 0.09% of portfolio
187,772
Q3 2025 Added 7.51%
$306B
$7.54 Million 0.07% of portfolio
113,716
Q3 2025 Reduced 0.28%
$279B
$7.44 Million 0.07% of portfolio
72,200
Q3 2025 Reduced 12.02%
$328B
$4.26 Million 0.04% of portfolio
14,151
Q3 2025 Reduced 0.94%
$319B
$3.49 Million 0.03% of portfolio
50,964
Q2 2025 Added 0.89%
$453B
$3.02 Million 0.03% of portfolio
4
Q1 2025 Reduced 20.0%
$270B
$3.24 Million 0.03% of portfolio
20,352
Q3 2025 Reduced 3.71%
$266B
$3.83 Million 0.03% of portfolio
13,571
Q2 2025 Reduced 6.39%
$1.29T
$2.76 Million 0.02% of portfolio
6,217
Q3 2025 Reduced 0.59%
$255B
$1.78 Million 0.02% of portfolio
5,366
Q3 2025 Reduced 0.28%
$283B
$840,000 0.01% of portfolio
6,551
Q1 2025 Reduced 4.93%
$388B
$785,000 0.01% of portfolio
4,856
Q3 2025 Reduced 7.08%
$270B
$1.14 Million 0.01% of portfolio
15,917
Q3 2025 Reduced 3.05%
$593B
$930,000 0.01% of portfolio
3,307
Q3 2025 Reduced 2.39%
$300B
$736,000 0.01% of portfolio
2,133
Q3 2025 Added 155.45%
$291B
$1.16 Million 0.01% of portfolio
2,430
Q3 2025 Reduced 12.43%
$317B
$338,000 0.0% of portfolio
4,038
Q3 2025 Reduced 3.12%
$1.46T
$241,000 0.0% of portfolio
863
Q3 2025 Added 1.89%
$269B
$547,000 0.0% of portfolio
2,288
Q3 2025 Added 16.91%
$418B
$28,000 0.0% of portfolio
162
Q2 2024 Reduced 44.52%
$265B
$160,000 0.0% of portfolio
202
Q4 2024 Reduced 1.94%

Summary

  • Portfolio
  • No. of Stocks 628
  • Current Value $11.2 Billion
  • Prior Value $11.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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