Boston Common Asset Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Boston Common Asset Management, LLC reported 300 stock positions worth $3.4 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 2.5% of the portfolio, followed by Apple (AAPL, 1.8%) and Microsoft (MSFT, 1.8%). Compared with Q3 2024, it opened 13 new positions, sold out of 26, added to 78 and reduced 198. The biggest buy was Apple (AAPL, shares +31%) and the biggest sale an exit from Intesa Sanpaolo.
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001409427
- Portfolio Value
- $3.4B (Q4 2024)
- SEC Filing
- 0001409427-25-000002 ↗ filed Jan 15, 2025
Holdings Value
Holdings 300 stocks · $3.4B
| TSM Taiwan Semiconductor-SP ADR | 2.53% | 439,456 | $86.8M | Reduce -15.4% |
| AAPL Apple Inc. | 1.81% | 248,706 | $62.3M | Add +30.7% |
| MSFT Microsoft Corp. | 1.75% | 142,686 | $60.1M | Add +8.0% |
| DTEGF Deutsche Telekom AG-Reg | 1.57% | 1,801,858 | $54.1M | Reduce -11.9% |
| SBGSF Schneider Electric SE | 1.47% | 203,033 | $50.3M | Reduce -18.6% |
| OVCHF Oversea-Chinese Banking Corp. | 1.40% | 3,920,472 | $48.0M | Reduce -7.5% |
| BYDDF BYD Co. Ltd. Class H | 1.30% | 1,296,686 | $44.5M | Reduce -14.3% |
| NVDA Nvidia Corp. | 1.29% | 329,866 | $44.3M | Add +50.4% |
| ORXCF Orix Corp. | 1.28% | 2,019,627 | $43.8M | Reduce -6.8% |
| AVGO Broadcom Inc. | 1.26% | 186,248 | $43.2M | Add +9.4% |
| PRYMF Prysmian SPA | 1.19% | 642,665 | $41.0M | Reduce -19.1% |
| MCQEF Macquarie Group Ltd. | 1.15% | 285,656 | $39.6M | Reduce -8.5% |
| HVRRF Hannover Rueck SE | 1.05% | 142,599 | $36.0M | Reduce -4.1% |
| RLXXF Relx PLC | 1.00% | 759,383 | $34.3M | Reduce -5.0% |
| MBFJF Mitsubishi Ufj Financial Gro | 1.00% | 2,913,818 | $34.2M | Reduce -7.2% |
| NFLX Netflix Inc. | 0.99% | 38,196 | $34.0M | Add +47.1% |
| IDEXF Industria DE Diseno Textil filed as INDITEX | 0.97% | 651,342 | $33.5M | Reduce -7.0% |
| Novo-Nordisk A/S Sedol# 707752 | 0.97% | 382,522 | $33.2M | Add +10.5% |
| SNEJF Sony Group Corp. | 0.94% | 1,502,855 | $32.2M | Reduce -7.0% |
| MRK Merck & Co. Inc. | 0.93% | 319,691 | $31.8M | Add +59.8% |
| GOOG Alphabet Inc. Class C | 0.91% | 164,312 | $31.3M | Reduce -1.0% |
| SSEZF Sse PLC | 0.87% | 1,476,127 | $29.8M | Reduce -7.3% |
| ASMLF ASML Holding NV | 0.85% | 42,022 | $29.2M | Reduce -4.6% |
| AZN Astrazeneca PLC | 0.82% | 216,775 | $28.3M | Reduce -17.4% |
| AXAHF AXA SA | 0.81% | 791,396 | $28.0M | Reduce -26.1% |
| KELRF Keisei Electric Railway Co. | 0.81% | 3,092,389 | $27.9M | Add +346.9% |
| CMXHF CSL Ltd. | 0.80% | 156,597 | $27.4M | Reduce -13.5% |
| V Visa Inc. Class A | 0.79% | 86,329 | $27.3M | Add +33.5% |
| INGVF ING Groep NV | 0.79% | 1,741,625 | $27.1M | Reduce -6.7% |
| HDB HDFC Bank Ltd.-ADR | 0.77% | 416,002 | $26.6M | Reduce -4.2% |
| TMUS T-Mobile US Inc. | 0.77% | 119,636 | $26.4M | Reduce -6.5% |
| RXLSF Rexel SA | 0.76% | 1,031,989 | $26.1M | Reduce -3.1% |
| MIELF Mitsubishi Electric Corp. | 0.75% | 1,499,051 | $25.6M | Add +21.2% |
| CB Chubb Ltd. | 0.74% | 91,460 | $25.3M | Add +8.0% |
| GOOGL Alphabet Inc. Class A | 0.74% | 133,449 | $25.3M | Add +39.0% |
| CL Colgate-Palmolive Co. | 0.71% | 268,448 | $24.4M | Add +53.1% |
| KTWIF Kurita Water Industries Ltd. | 0.71% | 690,570 | $24.4M | Reduce -16.6% |
| SAPGF Sap SE | 0.71% | 98,088 | $24.3M | Reduce -6.2% |
| ASHTF Ashtead Group PLC | 0.69% | 384,959 | $23.8M | Add +8.0% |
| UNLYF Unilever PLC | 0.69% | 418,454 | $23.7M | Reduce -18.0% |
| KRYAF Kerry Group PLC-A | 0.69% | 247,004 | $23.7M | Reduce -6.5% |
| AWK American Water Works Co. Inc. | 0.68% | 188,777 | $23.5M | Reduce -2.1% |
| TDHOF T&D Holdings Inc. | 0.68% | 1,268,105 | $23.4M | Add +20.9% |
| HOCPF Hoya Corp. | 0.67% | 183,316 | $23.1M | Reduce -23.9% |
| CRM Salesforce Inc. | 0.66% | 68,301 | $22.8M | Reduce -19.0% |
| INTU Intuit Inc. | 0.65% | 35,574 | $22.4M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 184,614 | $22.3M | Reduce -0.3% |
| WAB Wabtec Corp. | 0.64% | 116,707 | $22.1M | Reduce -39.2% |
| NAPRF Naspers Ltd. Class N | 0.64% | 100,336 | $22.1M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.64% | 130,825 | $21.9M | Add +0.4% |
| IITSF Intesa Sanpaolo | 0.64% | 5,454,437 | $21.8M | Add +5430.7% |
| CRH CRH PLC | 0.63% | 234,806 | $21.7M | Add +77.1% |
| PROSF Prosus NV | 0.62% | 542,109 | $21.4M | Reduce -5.8% |
| PIAIF Ping An Insurance Group Co. Class H | 0.61% | 3,528,476 | $20.9M | Add +1.4% |
| CARR Carrier Global Corp. | 0.61% | 306,196 | $20.9M | Add +0.3% |
| AJINF Ajinomoto Co. Inc. | 0.61% | 508,840 | $20.9M | Reduce -6.3% |
| BKRKF Bank Rakyat Indonesia Perser filed as BK RAKYAT | 0.60% | 81,926,849 | $20.8M | Reduce -11.3% |
| ATLFF Atlas Copco AB-B SHS | 0.59% | 1,503,594 | $20.4M | Reduce -6.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.59% | 50,292 | $20.3M | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 0.59% | 177,598 | $20.2M | Reduce -20.3% |
| SW Smurfit Westrock PLC | 0.59% | 373,970 | $20.1M | Add +13.7% |
| SNGNF Singapore Telecommunications | 0.58% | 8,777,098 | $19.9M | New |
| KYCCF Keyence Corp. | 0.57% | 48,020 | $19.7M | Reduce -5.2% |
| DHR Danaher Corp. | 0.57% | 85,822 | $19.7M | Reduce -15.7% |
| ASAZF Assa Abloy AB-B | 0.56% | 651,497 | $19.3M | Reduce -7.6% |
| BALL Ball Corp. | 0.56% | 346,220 | $19.1M | Add +45.8% |
| LLY Eli Lilly & Co. | 0.54% | 24,028 | $18.5M | Add +29.4% |
| BDRFF Beiersdorf AG | 0.53% | 143,591 | $18.3M | New |
| AHODF Koninklijke Ahold Delhaize N filed as KON AHOLD DELHAIZE | 0.53% | 560,991 | $18.3M | Reduce -24.6% |
| CFRHF Cie Financiere Richemo-A Reg | 0.52% | 118,245 | $18.0M | Reduce -5.4% |
| MS Morgan Stanley | 0.52% | 142,387 | $17.9M | Add +20.8% |
| SCHW Schwab (charles) Corp. | 0.52% | 240,646 | $17.8M | Reduce -32.0% |
| NVSEF Novartis AG-Reg | 0.52% | 181,171 | $17.7M | Reduce -3.3% |
| CNVVF Convatec Group PLC | 0.52% | 6,451,808 | $17.7M | Reduce -25.1% |
| SGGEF The Sage Group PLC | 0.51% | 1,084,178 | $17.4M | Reduce -7.4% |
| DSMFF DSM-Firmenich AG | 0.51% | 174,127 | $17.4M | Reduce -4.0% |
| AAIGF Aia Group Ltd. | 0.50% | 2,358,400 | $17.1M | Add +11.7% |
| EMR Emerson Electric Co. | 0.49% | 136,035 | $16.9M | Add +0.1% |
| SFM Sprouts Farmers Market Inc. | 0.48% | 130,722 | $16.6M | Reduce -34.0% |
| HOLX Hologic Inc. | 0.48% | 227,564 | $16.4M | Reduce -25.8% |
| MET Metlife Inc. | 0.47% | 196,542 | $16.1M | Add +21.2% |
| AMP Ameriprise Financial Inc. | 0.47% | 29,999 | $16.0M | Reduce -0.6% |
| MU Micron Technology Inc. | 0.45% | 185,405 | $15.6M | Reduce -23.0% |
| REGN Regeneron Pharmaceuticals | 0.45% | 21,818 | $15.5M | Reduce -25.0% |
| TCOM Trip.com Group Ltd.-ADR | 0.45% | 225,606 | $15.5M | Add +0.9% |
| NVS Novartis AG-Sponsored ADR | 0.44% | 156,774 | $15.3M | Reduce -5.7% |
| TGVSF TRYG A/S | 0.44% | 719,154 | $15.1M | New |
| UL Unilever PLC | 0.43% | 262,282 | $14.9M | Reduce -20.7% |
| MBGAF Mercedes-Benz Group AG | 0.42% | 258,591 | $14.3M | Reduce -7.7% |
| MRAAF Murata Manufacturing Co. Ltd. | 0.41% | 869,776 | $14.2M | Reduce -6.7% |
| ROCHE HOLDING AG-GENUSSCHEIN | 0.41% | 49,429 | $13.9M | Reduce -3.7% |
| BKNG Booking Holdings Inc. | 0.41% | 2,800 | $13.9M | Reduce -1.1% |
| DLTEF Delta Electronics Inc. | 0.40% | 1,058,318 | $13.9M | Reduce -2.8% |
| MPNGF Meituan Class B | 0.40% | 710,470 | $13.9M | Reduce -2.2% |
| XYL Xylem Inc. | 0.40% | 119,304 | $13.8M | Reduce -24.4% |
| HXSCF SK Hynix Inc. | 0.40% | 116,943 | $13.8M | Add +98.1% |
| SAP Sap SE-Sponsored ADR | 0.40% | 56,068 | $13.8M | Reduce -9.8% |
| JHIUF James Hardie Industries-Cdi | 0.40% | 437,006 | $13.7M | Reduce -6.6% |
| ASMXF Asm International NV | 0.39% | 23,504 | $13.5M | New |
| KYKOF Kyowa Kirin Co. Ltd. | 0.39% | 890,003 | $13.5M | Reduce -6.3% |
Portfolio Sells Q3 2024 → Q4 2024
| INTESA SANPAOLO | Sold out | 0.00% | −0.64 |
| IFNNF Infineon Technologies AG | Sold out | 0.00% | −0.46 |
| REGN Regeneron Pharmaceuticals | Reduce -25.0% | 0.45% | −0.34 |
| TRYG A/S | Sold out | 0.00% | −0.34 |
| PRYMF Prysmian SPA | Reduce -19.1% | 1.19% | −0.31 |
| VWSYF Vestas Wind Systems A/S | Reduce -32.5% | 0.25% | −0.29 |
| WY Weyerhaeuser Co. | Reduce -49.1% | 0.25% | −0.28 |
| AMAT Applied Materials Inc. | Reduce -54.8% | 0.19% | −0.28 |
| WAB Wabtec Corp. | Reduce -39.2% | 0.64% | −0.27 |
| AXAHF AXA SA | Reduce -26.1% | 0.81% | −0.26 |
| SBGSF Schneider Electric SE | Reduce -18.6% | 1.47% | −0.25 |
| AZN Astrazeneca PLC | Reduce -17.4% | 0.82% | −0.24 |
| KTWIF Kurita Water Industries Ltd. | Reduce -16.6% | 0.71% | −0.22 |
| A Agilent Technologies Inc. | Reduce -97.3% | 0.01% | −0.22 |
| ECL Ecolab Inc. | Reduce -37.9% | 0.38% | −0.22 |
| MU Micron Technology Inc. | Reduce -23.0% | 0.45% | −0.20 |
| HOCPF Hoya Corp. | Reduce -23.9% | 0.67% | −0.20 |
| BKRKF Bank Rakyat Indonesia Perser | Reduce -11.3% | 0.60% | −0.18 |
| SSEZF Sse PLC | Reduce -7.3% | 0.87% | −0.18 |
| BLD Topbuild Corp. | Reduce -37.5% | 0.21% | −0.18 |
| SHMDF Shimano Inc. | Sold out | 0.00% | −0.18 |
| UNLYF Unilever PLC | Reduce -18.0% | 0.69% | −0.17 |
| HOLX Hologic Inc. | Reduce -25.8% | 0.48% | −0.17 |
| CNVVF Convatec Group PLC | Reduce -25.1% | 0.52% | −0.17 |
| DHR Danaher Corp. | Reduce -15.7% | 0.57% | −0.16 |
| MCQEF Macquarie Group Ltd. | Reduce -8.5% | 1.15% | −0.16 |
| INDUSTRIE DE NORA SPA | Sold out | 0.00% | −0.16 |
| XYL Xylem Inc. | Reduce -24.4% | 0.40% | −0.15 |
| TMRAF Tomra Systems ASA | Sold out | 0.00% | −0.15 |
| BYDDF BYD Co. Ltd. Class H | Reduce -14.3% | 1.30% | −0.15 |
| DSMFF DSM-Firmenich AG | Reduce -4.0% | 0.51% | −0.14 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Reduce -51.0% | 0.13% | −0.14 |
| AHODF Koninklijke Ahold Delhaize N | Reduce -24.6% | 0.53% | −0.14 |
| AKAM Akamai Technologies Inc. | Reduce -34.6% | 0.31% | −0.14 |
| CMXHF CSL Ltd. | Reduce -13.5% | 0.80% | −0.14 |
| ADBE Adobe Inc. | Reduce -24.4% | 0.36% | −0.14 |
| TLKMF Telkom Indonesia Persero TBK | Sold out | 0.00% | −0.14 |
| DHI D.R. Horton Inc. | Reduce -42.0% | 0.12% | −0.13 |
| ATLFF Atlas Copco AB-B SHS | Reduce -6.7% | 0.59% | −0.13 |
| UL Unilever PLC | Reduce -20.7% | 0.43% | −0.13 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.11 |
| IDEXF Industria DE Diseno Textil | Reduce -7.0% | 0.97% | −0.11 |
| ASMLF ASML Holding NV | Reduce -4.6% | 0.85% | −0.10 |
| BRRDF Borregaard ASA | Reduce -37.5% | 0.15% | −0.10 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.10 |
| SABESP CIA SANEAME | Reduce -49.7% | 0.09% | −0.10 |
| KBH KB Home | Reduce -8.0% | 0.36% | −0.10 |
| BABA Alibaba Group Holding-SP ADR | Reduce -72.8% | 0.03% | −0.09 |
| INGVF ING Groep NV | Reduce -6.7% | 0.79% | −0.09 |
| JHIUF James Hardie Industries-Cdi | Reduce -6.6% | 0.40% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +30.7% | 1.81% | +0.66 |
| IITSF Intesa Sanpaolo | Add +5430.7% | 0.64% | +0.62 |
| NVDA Nvidia Corp. | Add +50.4% | 1.29% | +0.60 |
| SNGNF Singapore Telecommunications | New | 0.58% | +0.58 |
| BDRFF Beiersdorf AG | New | 0.53% | +0.53 |
| NFLX Netflix Inc. | Add +47.1% | 0.99% | +0.51 |
| AVGO Broadcom Inc. | Add +9.4% | 1.26% | +0.49 |
| TGVSF TRYG A/S | New | 0.44% | +0.44 |
| ASMXF Asm International NV | New | 0.39% | +0.39 |
| MRK Merck & Co. Inc. | Add +59.8% | 0.93% | +0.33 |
| V Visa Inc. Class A | Add +33.5% | 0.79% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +39.0% | 0.74% | +0.32 |
| CRH CRH PLC | Add +77.1% | 0.63% | +0.31 |
| KELRF Keisei Electric Railway Co. | Add +346.9% | 0.81% | +0.27 |
| MSFT Microsoft Corp. | Add +8.0% | 1.75% | +0.27 |
| CL Colgate-Palmolive Co. | Add +53.1% | 0.71% | +0.24 |
| MIELF Mitsubishi Electric Corp. | Add +21.2% | 0.75% | +0.23 |
| TDHOF T&D Holdings Inc. | Add +20.9% | 0.68% | +0.21 |
| MS Morgan Stanley | Add +20.8% | 0.52% | +0.20 |
| HXSCF SK Hynix Inc. | Add +98.1% | 0.40% | +0.20 |
| BAC Bank of America Corp. | Add +68.7% | 0.31% | +0.16 |
| SW Smurfit Westrock PLC | Add +13.7% | 0.59% | +0.16 |
| AMGN Amgen Inc. | Add +3060.3% | 0.16% | +0.16 |
| BALL Ball Corp. | Add +45.8% | 0.56% | +0.14 |
| MET Metlife Inc. | Add +21.2% | 0.47% | +0.12 |
| TTNDF Techtronic Industries Co. Ltd. | New | 0.12% | +0.12 |
| J Jacobs Solutions Inc. | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +29.4% | 0.54% | +0.11 |
| TCOM Trip.com Group Ltd.-ADR | Add +0.9% | 0.45% | +0.10 |
| EMR Emerson Electric Co. | Add +0.1% | 0.49% | +0.10 |
| CB Chubb Ltd. | Add +8.0% | 0.74% | +0.10 |
| CSL Carlisle Cos Inc. | New | 0.09% | +0.09 |
| ATCXF Airtac International Group | Add +72.1% | 0.20% | +0.08 |
| HD HYUNDAI ELECTRIC CO LTD | Add +86.7% | 0.15% | +0.08 |
| TCTZF Tencent Holdings Ltd. | Add +47.8% | 0.22% | +0.08 |
| FITB Fifth Third Bancorp | Add +12.4% | 0.38% | +0.07 |
| STLD Steel Dynamics Inc. | Add +45.3% | 0.22% | +0.07 |
| CIHHF China Merchants Bank-H | Add +7.2% | 0.36% | +0.07 |
| NTAP Netapp Inc. | Add +54.5% | 0.16% | +0.06 |
| TFC Truist Financial Corp. | Add +18.3% | 0.23% | +0.06 |
| UNM Unum Group | Add +19.6% | 0.15% | +0.06 |
| BDRFY Beiersdorf AG-Unspon ADR | New | 0.06% | +0.06 |
| BNY Bank of New York Mellon Corp. | Add +1.8% | 0.31% | +0.05 |
| CBRE CBRE Group Inc. Class A | Add +0.3% | 0.35% | +0.05 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.64% | +0.05 |
| ASMIY Asm International-NY Reg SHS | New | 0.05% | +0.05 |
| CMCSA Comcast Corp. Class A | Add +32.7% | 0.17% | +0.04 |
| ACN Accenture PLC Class A | Add +7.3% | 0.25% | +0.04 |
| AVIKF Advanced Info Service-Foreig | Add +1.8% | 0.21% | +0.04 |
| DNOPF Dino Polska SA | Add +6.4% | 0.20% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $1.7B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q1 2026 | 186 | $1.6B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q4 2025Amended | 195 | $1.7B | TSM, NVDA, MSFT, AAPL, GOOGL |
| Q3 2025 | 299 | $3.6B | TSM, NVDA, MSFT, AAPL, GOOGL |
| Q2 2025 | 299 | $3.6B | TSM, MSFT, NVDA, AAPL, NFLX |
| Q1 2025 | 292 | $3.3B | TSM, MSFT, AAPL, DTEGF, BYDDF |
| Q4 2024 | 300 | $3.4B | TSM, AAPL, MSFT, DTEGF, SBGSF |
| Q3 2024 | 313 | $3.8B | TSM, SBGSF, DTEGF, PRYMF, MSFT |
| Q2 2024 | 314 | $3.9B | TSM, SBGSF, ORXCF, DTEGF, PRYMF |
| Q1 2024 | 304 | $4.2B | TSM, SBGSF, ORXCF, DTEGF, PRYMF |