Wright Investors Service Inc Portfolio Holdings

Wright Investors Service Inc

  • $331 Million
  • Q3 2025

Wright Investors Service Inc has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $331 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.4M, Microsoft Corp with a value of $19.4M, Apple Inc. with a value of $15.5M, Amazon Com Inc with a value of $14.2M, and Broadcom Inc. with a value of $13.9M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $319M to 331M.

Below you can find more details about Wright Investors Service Inc portfolio as well as his latest detailed transactions.

Portfolio value $331 Million
Technology: $109 Million
Financial Services: $52.6 Million
Communication Services: $43.1 Million
Consumer Cyclical: $35.2 Million
Healthcare: $27.6 Million
Industrials: $21.7 Million
Consumer Defensive: $14.8 Million
Energy: $10.1 Million
Other: $17.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$20.4 Million 6.16% of portfolio
109,349
Q3 2025 Reduced 2.72%
$3.78T
$19.4 Million 5.86% of portfolio
37,443
Q3 2025 Reduced 5.46%
$4.3T
$15.5 Million 4.7% of portfolio
61,059
Q3 2025 Reduced 7.22%
$2.39T
$14.2 Million 4.3% of portfolio
64,876
Q3 2025 Added 16.95%
$139B
$13.9 Million 4.2% of portfolio
42,159
Q3 2025 Added 5.45%
$1.37T
$13.2 Million 3.98% of portfolio
17,946
Q3 2025 Reduced 9.81%
$1.65T
$12.2 Million 3.68% of portfolio
50,064
Q3 2025 Added 21.17%
$881B
$8.13 Million 2.46% of portfolio
25,779
Q3 2025 Reduced 10.31%
$132B
$7.08 Million 2.14% of portfolio
28,676
Q3 2025 Reduced 15.38%
$156B
$6.29 Million 1.9% of portfolio
56,624
Q3 2025 Added 11.14%
$1.29T
$5.95 Million 1.8% of portfolio
13,371
Q3 2025 Reduced 3.23%
$291B
$5.77 Million 1.74% of portfolio
12,083
Q3 2025 Reduced 13.6%
$255B
$5.72 Million 1.73% of portfolio
17,212
Q3 2025 Reduced 23.9%
$533B
$5.22 Million 1.58% of portfolio
15,282
Q3 2025 Reduced 19.18%
$1.74T
$5.12 Million 1.55% of portfolio
21,011
Q3 2025 Added 2.12%
$300B
$5.01 Million 1.51% of portfolio
14,508
Q3 2025 Added 14.06%
$306B
$4.83 Million 1.46% of portfolio
72,776
Q3 2025 Reduced 23.15%
$593B
$4.39 Million 1.33% of portfolio
15,626
Q3 2025 Reduced 9.56%
$490B
$4.25 Million 1.28% of portfolio
37,730
Q3 2025 Reduced 22.98%
$38.8B
$4.12 Million 1.24% of portfolio
25,424
Q3 2025 Reduced 8.35%
$168B
$3.71 Million 1.12% of portfolio
49,168
Q3 2025 Added 23.14%
$99.5B
$3.69 Million 1.12% of portfolio
81,913
Q3 2025 Reduced 8.8%
$49.1B
$3.53 Million 1.07% of portfolio
2,945
Q3 2025 Reduced 5.09%
$265B
$3.53 Million 1.07% of portfolio
4,429
Q3 2025 Reduced 6.4%
$414B
$3.53 Million 1.07% of portfolio
15,248
Q3 2025 Reduced 22.85%
$197B
$3.53 Million 1.07% of portfolio
17,238
Q3 2025 Reduced 2.22%
$151B
$3.5 Million 1.06% of portfolio
9,919
Q3 2025 Added 114.42%
$319B
$3.18 Million 0.96% of portfolio
46,420
Q3 2025 Added 0.58%
$181B
$3.16 Million 0.95% of portfolio
111,777
Q3 2025 Reduced 9.01%
$120B
$3.11 Million 0.94% of portfolio
98,953
Q3 2025 Reduced 4.28%
$82.8B
$3.08 Million 0.93% of portfolio
10,683
Q3 2025 Reduced 16.33%
$367B
$2.91 Million 0.88% of portfolio
7,193
Q3 2025 Reduced 46.43%
$32.9B
$2.92 Million 0.88% of portfolio
41,084
Q3 2025 Added 0.21%
$27B
$2.81 Million 0.85% of portfolio
21,264
Q3 2025 Added 24.86%
$183B
$2.76 Million 0.83% of portfolio
9,796
Q3 2025 Added 52.02%
$23.8B
$2.7 Million 0.82% of portfolio
22,805
Q3 2025 New
$266B
$2.41 Million 0.73% of portfolio
8,553
Q3 2025 Reduced 5.61%
$167B
$2.38 Million 0.72% of portfolio
24,905
Q3 2025 Added 40.34%
$404B
$2.36 Million 0.71% of portfolio
2,546
Q3 2025 Reduced 19.4%
$46.1B
$2.36 Million 0.71% of portfolio
26,001
Q3 2025 Added 10.21%
$37.5B
$2.3 Million 0.69% of portfolio
40,559
Q3 2025 Added 42.07%
$84.4B
$2.26 Million 0.68% of portfolio
11,536
Q3 2025 Reduced 35.22%
$163B
$2.18 Million 0.66% of portfolio
3,037
Q3 2025 Reduced 4.95%
$317B
$2.08 Million 0.63% of portfolio
24,862
Q3 2025 Reduced 9.68%
$61.4B
$2.02 Million 0.61% of portfolio
9,921
Q3 2025 New
$29.2B
$1.86 Million 0.56% of portfolio
57,047
Q3 2025 Reduced 23.44%
$152B
$1.87 Million 0.56% of portfolio
7,585
Q3 2025 Added 61.97%
$170B
$1.76 Million 0.53% of portfolio
12,190
Q3 2025 Reduced 27.05%
$181B
$1.75 Million 0.53% of portfolio
17,834
Q3 2025 Added 8.41%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $331 Million
  • Prior Value $319 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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