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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.2B
$711,000 0.21% of portfolio
4,177
Q3 2025 Reduced 5.3%
$31.2B
$652,000 0.2% of portfolio
1,005
Q3 2025 Reduced 3.74%
$28B
$655,000 0.2% of portfolio
11,308
Q3 2025 New
$18.9B
$627,000 0.19% of portfolio
4,736
Q3 2025 Reduced 2.73%
$12.2B
$637,000 0.19% of portfolio
6,834
Q3 2025 Reduced 11.64%
$75.4B
$588,000 0.18% of portfolio
16,559
Q3 2025 Added 1.48%
$11.5B
$592,000 0.18% of portfolio
34,826
Q3 2025 Reduced 7.96%
$10.1B
$599,000 0.18% of portfolio
1,402
Q3 2025 Reduced 9.2%
$136B
$573,000 0.17% of portfolio
22,520
Q3 2025 Reduced 7.97%
$32.7B
$575,000 0.17% of portfolio
6,640
Q3 2025 Reduced 5.02%
$73.9B
$569,000 0.17% of portfolio
2,835
Q3 2025 Reduced 5.34%
$37.3B
$576,000 0.17% of portfolio
12,191
Q3 2025 Reduced 6.42%
$17.2B
$538,000 0.16% of portfolio
5,491
Q3 2025 Added 1.52%
$15B
$528,000 0.16% of portfolio
6,481
Q3 2025 New
$26.5B
$503,000 0.15% of portfolio
921
Q3 2025 Reduced 73.86%
$50.6B
$509,000 0.15% of portfolio
3,007
Q3 2025 New
$108B
$507,000 0.15% of portfolio
14,713
Q3 2025 Reduced 5.74%
$46B
$455,000 0.14% of portfolio
9,342
Q3 2025 Reduced 6.1%
$58B
$473,000 0.14% of portfolio
10,357
Q3 2025 Reduced 5.56%
$11.3B
$456,000 0.14% of portfolio
19,737
Q3 2025 Reduced 5.87%
$95.3B
$466,000 0.14% of portfolio
3,771
Q3 2025 Reduced 5.65%
$84B
$464,000 0.14% of portfolio
2,413
Q3 2025 Reduced 54.66%
$17.4B
$475,000 0.14% of portfolio
10,992
Q3 2025 New
$81.4B
$437,000 0.13% of portfolio
3,336
Q3 2025 Reduced 5.55%
$146B
$441,000 0.13% of portfolio
5,518
Q3 2025 Reduced 5.3%
$28.7B
$441,000 0.13% of portfolio
6,056
Q3 2025 Reduced 5.4%
$150B
$390,000 0.12% of portfolio
1,043
Q3 2025 Reduced 5.44%
$38.4B
$354,000 0.11% of portfolio
1,912
Q3 2025 New
$14.3B
$368,000 0.11% of portfolio
17,164
Q3 2025 Reduced 6.23%
$17.1B
$330,000 0.1% of portfolio
2,726
Q3 2025 Reduced 8.92%
$13B
$317,000 0.1% of portfolio
6,837
Q3 2025 Reduced 5.38%
$10.3B
$333,000 0.1% of portfolio
7,587
Q3 2025 New
$77.3B
$345,000 0.1% of portfolio
1,761
Q3 2025 Reduced 5.02%
$127B
$305,000 0.09% of portfolio
612
Q3 2025 Reduced 5.7%
$34B
$266,000 0.08% of portfolio
2,142
Q3 2025 Reduced 4.84%
$69B
$255,000 0.08% of portfolio
5,280
Q3 2025 Reduced 5.36%
$110B
$215,000 0.06% of portfolio
3,262
Q3 2025 New
$48.4B
$201,000 0.06% of portfolio
1,166
Q3 2025 Reduced 5.13%
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.33%

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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