Boston Common Asset Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 3, 2025), Boston Common Asset Management, LLC reported 292 stock positions worth $3.3 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 2.0% of the portfolio, followed by Microsoft (MSFT, 1.8%) and Apple (AAPL, 1.7%). Compared with Q4 2024, it opened 12 new positions, sold out of 20, added to 146 and reduced 115. The biggest buy was Intesa Sanpaolo (IITSF, shares +30%) and the biggest sale CSL (CMXHF, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001409427
- Portfolio Value
- $3.3B (Q1 2025)
- SEC Filing
- 0001409427-25-000005 ↗ filed Apr 3, 2025
Holdings Value
Holdings 292 stocks · $3.3B
| TSM Taiwan Semiconductor-SP ADR | 2.03% | 402,528 | $66.8M | Reduce -8.4% |
| MSFT Microsoft Corp. | 1.78% | 155,868 | $58.5M | Add +9.2% |
| AAPL Apple Inc. | 1.72% | 254,836 | $56.6M | Add +2.5% |
| DTEGF Deutsche Telekom AG-Reg | 1.68% | 1,501,437 | $55.5M | Reduce -16.7% |
| BYDDF BYD Co. Ltd. Class H | 1.55% | 1,013,957 | $51.2M | Reduce -21.8% |
| OVCHF Oversea-Chinese Banking Corp. | 1.52% | 3,890,372 | $50.1M | Reduce -0.8% |
| SNEJF Sony Group Corp. | 1.36% | 1,778,141 | $44.8M | Add +18.3% |
| NVDA Nvidia Corp. | 1.21% | 367,869 | $39.9M | Add +11.5% |
| ORXCF Orix Corp. | 1.16% | 1,856,455 | $38.3M | Reduce -8.1% |
| SBGSF Schneider Electric SE | 1.14% | 164,665 | $37.5M | Reduce -18.9% |
| IITSF Intesa Sanpaolo | 1.10% | 7,091,542 | $36.3M | Add +30.0% |
| V Visa Inc. Class A | 1.07% | 100,531 | $35.2M | Add +16.4% |
| MBFJF Mitsubishi Ufj Financial Gro | 1.06% | 2,594,618 | $34.9M | Reduce -10.9% |
| NFLX Netflix Inc. | 1.04% | 36,819 | $34.3M | Reduce -3.6% |
| HVRRF Hannover Rueck SE | 0.98% | 108,740 | $32.3M | Reduce -23.7% |
| TMUS T-Mobile US Inc. | 0.91% | 111,965 | $29.9M | Reduce -6.4% |
| MIELF Mitsubishi Electric Corp. | 0.90% | 1,636,031 | $29.8M | Add +9.1% |
| ASMLF ASML Holding NV | 0.89% | 45,002 | $29.5M | Add +7.1% |
| INGVF ING Groep NV | 0.89% | 1,515,444 | $29.4M | Reduce -13.0% |
| MCQEF Macquarie Group Ltd. | 0.88% | 237,141 | $29.1M | Reduce -17.0% |
| Novo-Nordisk A/S Sedol# 707752 | 0.88% | 423,939 | $28.8M | Add +10.8% |
| AXAHF AXA SA | 0.87% | 676,684 | $28.8M | Reduce -14.5% |
| SNGNF Singapore Telecommunications | 0.87% | 11,183,008 | $28.5M | Add +27.4% |
| HDB HDFC Bank Ltd.-ADR | 0.86% | 427,115 | $28.4M | Add +2.7% |
| RLXXF Relx PLC | 0.85% | 561,855 | $28.1M | Reduce -26.0% |
| KRYAF Kerry Group PLC-A | 0.85% | 266,713 | $27.9M | Add +8.0% |
| CL Colgate-Palmolive Co. | 0.84% | 295,979 | $27.7M | Add +10.3% |
| PG The Procter & Gamble Co. | 0.83% | 161,324 | $27.5M | Add +23.3% |
| AZN Astrazeneca PLC | 0.82% | 185,930 | $27.0M | Reduce -14.2% |
| MRK Merck & Co. Inc. | 0.82% | 300,345 | $27.0M | Reduce -6.0% |
| MS Morgan Stanley | 0.81% | 228,372 | $26.6M | Add +60.4% |
| AVGO Broadcom Inc. | 0.81% | 158,900 | $26.6M | Reduce -14.7% |
| SSEZF Sse PLC | 0.80% | 1,285,985 | $26.5M | Reduce -12.9% |
| CB Chubb Ltd. | 0.80% | 87,581 | $26.4M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.80% | 170,429 | $26.4M | Add +27.7% |
| KELRF Keisei Electric Railway Co. | 0.77% | 2,799,020 | $25.2M | Reduce -9.5% |
| CRH CRH PLC | 0.76% | 284,702 | $25.0M | Add +21.3% |
| GOOG Alphabet Inc. Class C | 0.76% | 159,936 | $25.0M | Reduce -2.7% |
| PRYMF Prysmian SPA | 0.75% | 456,014 | $24.8M | Reduce -29.0% |
| TDHOF T&D Holdings Inc. filed as T&D HLDGS INC SHS | 0.75% | 1,164,628 | $24.7M | Reduce -8.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.75% | 50,963 | $24.7M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.73% | 196,481 | $23.9M | Add +6.4% |
| IDEXF Industria DE Diseno Textil filed as INDITEX | 0.73% | 482,832 | $23.9M | Reduce -25.9% |
| AWK American Water Works Co. Inc. | 0.71% | 158,095 | $23.3M | Reduce -16.3% |
| NAPRF Naspers Ltd. Class N | 0.71% | 94,750 | $23.3M | Reduce -5.6% |
| LLY Eli Lilly & Co. | 0.68% | 27,295 | $22.5M | Add +13.6% |
| WAB Wabtec Corp. | 0.68% | 122,737 | $22.3M | Add +5.2% |
| SAPGF Sap SE | 0.67% | 84,213 | $22.2M | Reduce -14.2% |
| HOCPF Hoya Corp. | 0.67% | 195,986 | $22.0M | Add +6.9% |
| PIAIF Ping An Insurance Group Co. Class H | 0.65% | 3,623,928 | $21.6M | Add +2.7% |
| CRM Salesforce Inc. | 0.65% | 80,259 | $21.5M | Add +17.5% |
| VZ Verizon Communications Inc. | 0.64% | 467,089 | $21.2M | Add +90.7% |
| KYCCF Keyence Corp. | 0.62% | 52,244 | $20.4M | Add +8.8% |
| UNLYF Unilever PLC | 0.58% | 323,846 | $19.3M | Reduce -22.6% |
| AMP Ameriprise Financial Inc. | 0.58% | 39,615 | $19.2M | Add +32.0% |
| KTWIF Kurita Water Industries Ltd. | 0.58% | 624,064 | $19.2M | Reduce -9.6% |
| DHR Danaher Corp. | 0.57% | 90,817 | $18.6M | Add +5.8% |
| HXSCF SK Hynix Inc. | 0.56% | 143,535 | $18.6M | Add +22.7% |
| ATLFF Atlas Copco AB-B SHS | 0.56% | 1,308,623 | $18.3M | Reduce -13.0% |
| BKNG Booking Holdings Inc. | 0.56% | 3,975 | $18.3M | Add +42.0% |
| CARR Carrier Global Corp. | 0.55% | 288,269 | $18.3M | Reduce -5.8% |
| AHODF Koninklijke Ahold Delhaize N filed as KON AHOLD DELHAIZE | 0.55% | 489,084 | $18.3M | Reduce -12.8% |
| CNVVF Convatec Group PLC | 0.55% | 5,499,847 | $18.2M | Reduce -14.8% |
| PROSF Prosus NV | 0.55% | 395,552 | $18.2M | Reduce -27.0% |
| AJINF Ajinomoto Co. Inc. | 0.55% | 908,030 | $18.0M | Add +78.5% |
| DSMFF DSM-Firmenich AG | 0.54% | 180,760 | $17.8M | Add +3.8% |
| SW Smurfit Westrock PLC | 0.54% | 392,635 | $17.7M | Add +5.0% |
| NVSEF Novartis AG-Reg | 0.53% | 158,913 | $17.6M | Reduce -12.3% |
| MET Metlife Inc. | 0.53% | 217,593 | $17.5M | Add +10.7% |
| REGN Regeneron Pharmaceuticals | 0.53% | 27,343 | $17.3M | Add +25.3% |
| EMR Emerson Electric Co. | 0.52% | 156,046 | $17.1M | Add +14.7% |
| ASAZF Assa Abloy AB-B | 0.52% | 573,022 | $17.1M | Reduce -12.1% |
| HOLX Hologic Inc. | 0.51% | 272,320 | $16.8M | Add +19.7% |
| NVS Novartis AG-Sponsored ADR | 0.51% | 150,460 | $16.8M | Reduce -4.0% |
| ROCHE HOLDING AG-GENUSSCHEIN | 0.51% | 50,791 | $16.7M | Add +2.8% |
| AAIGF Aia Group Ltd. | 0.49% | 2,162,801 | $16.3M | Reduce -8.3% |
| BDRFF Beiersdorf AG | 0.48% | 122,739 | $15.8M | Reduce -14.5% |
| AMGN Amgen Inc. | 0.47% | 49,715 | $15.5M | Add +129.0% |
| MU Micron Technology Inc. | 0.47% | 178,190 | $15.5M | Reduce -3.9% |
| CFRHF Cie Financiere Richemo-A Reg | 0.47% | 89,126 | $15.4M | Reduce -24.6% |
| XYL Xylem Inc. | 0.46% | 127,357 | $15.2M | Add +6.8% |
| GILD Gilead Sciences Inc. | 0.45% | 133,128 | $14.9M | Add +14.8% |
| TGVSF TRYG A/S | 0.45% | 626,468 | $14.9M | Reduce -12.9% |
| MPNGF Meituan Class B | 0.45% | 740,165 | $14.8M | Add +4.2% |
| INTU Intuit Inc. | 0.45% | 24,070 | $14.8M | Reduce -32.3% |
| SAP Sap SE-Sponsored ADR | 0.44% | 53,934 | $14.5M | Reduce -3.8% |
| SGGEF The Sage Group PLC | 0.44% | 920,167 | $14.3M | Reduce -15.1% |
| ECL Ecolab Inc. | 0.43% | 56,426 | $14.3M | Add +1.5% |
| ASHTF Ashtead Group PLC | 0.43% | 262,082 | $14.0M | Reduce -31.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.42% | 166,180 | $13.9M | Add +21.3% |
| COST Costco Wholesale Corp. | 0.41% | 14,164 | $13.4M | Reduce -1.8% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.41% | 325,732 | $13.4M | Add +10.0% |
| CIHHF China Merchants Bank-H | 0.40% | 2,241,318 | $13.2M | Reduce -5.7% |
| MBGAF Mercedes-Benz Group AG | 0.40% | 224,504 | $13.1M | Reduce -13.2% |
| CBRE CBRE Group Inc. Class A | 0.40% | 100,340 | $13.1M | Add +8.3% |
| TTDKF TDK Corp. | 0.39% | 1,233,038 | $12.7M | Add +25.4% |
| VRT Vertiv Holdings Co. Class A | 0.38% | 173,766 | $12.5M | Reduce -2.2% |
| UL Unilever PLC | 0.38% | 210,376 | $12.5M | Reduce -19.8% |
| LRLCF L'oreal | 0.37% | 32,920 | $12.2M | Reduce -9.5% |
| TCOM Trip.com Group Ltd.-ADR | 0.36% | 187,692 | $11.9M | Reduce -16.8% |
Portfolio Sells Q4 2024 → Q1 2025
| CMXHF CSL Ltd. | Reduce -96.5% | 0.03% | −0.77 |
| RXLSF Rexel SA | Reduce -86.3% | 0.12% | −0.64 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.4% | 2.03% | −0.50 |
| AVGO Broadcom Inc. | Reduce -14.7% | 0.81% | −0.45 |
| PRYMF Prysmian SPA | Reduce -29.0% | 0.75% | −0.44 |
| MRAAF Murata Manufacturing Co. Ltd. | Sold out | 0.00% | −0.41 |
| SBGSF Schneider Electric SE | Reduce -18.9% | 1.14% | −0.33 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.31 |
| GRRMF Gerresheimer AG | Sold out | 0.00% | −0.30 |
| MCQEF Macquarie Group Ltd. | Reduce -17.0% | 0.88% | −0.27 |
| ASHTF Ashtead Group PLC | Reduce -31.9% | 0.43% | −0.27 |
| IDEXF Industria DE Diseno Textil | Reduce -25.9% | 0.73% | −0.25 |
| BKRKF Bank Rakyat Indonesia Perser | Reduce -41.1% | 0.36% | −0.25 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.24 |
| VRT Vertiv Holdings Co. Class A | Reduce -2.2% | 0.38% | −0.21 |
| SCHW Schwab (charles) Corp. | Reduce -45.3% | 0.31% | −0.21 |
| INTU Intuit Inc. | Reduce -32.3% | 0.45% | −0.20 |
| BALL Ball Corp. | Reduce -34.3% | 0.36% | −0.20 |
| SFM Sprouts Farmers Market Inc. | Reduce -50.1% | 0.30% | −0.18 |
| FSLR First Solar Inc. | Reduce -25.4% | 0.22% | −0.17 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.17 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -55.8% | 0.16% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 0.76% | −0.15 |
| BRRDF Borregaard ASA | Sold out | 0.00% | −0.15 |
| VMI Valmont Industries | Sold out | 0.00% | −0.15 |
| RLXXF Relx PLC | Reduce -26.0% | 0.85% | −0.15 |
| VOYA Voya Financial Inc. | Sold out | 0.00% | −0.13 |
| KTWIF Kurita Water Industries Ltd. | Reduce -9.6% | 0.58% | −0.13 |
| OC Owens Corning | Sold out | 0.00% | −0.13 |
| PTKFF Kalbe Farma TBK PT | Reduce -90.5% | 0.01% | −0.12 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.12 |
| ORXCF Orix Corp. | Reduce -8.1% | 1.16% | −0.11 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.11 |
| JHIUF James Hardie Industries-Cdi | Reduce -9.3% | 0.29% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.82% | −0.11 |
| UNLYF Unilever PLC | Reduce -22.6% | 0.58% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -50.4% | 0.09% | −0.10 |
| JEF Jefferies Financial Group Inc. | Reduce -10.0% | 0.17% | −0.10 |
| ASMXF Asm International NV | Reduce -7.1% | 0.30% | −0.10 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -16.8% | 0.36% | −0.09 |
| DLTEF Delta Electronics Inc. | Reduce -9.2% | 0.32% | −0.09 |
| CSLLY CSL Ltd.-Sponsored ADR | Sold out | 0.00% | −0.09 |
| DE Deere & Co. | Reduce -42.6% | 0.17% | −0.08 |
| ES Eversource Energy | Reduce -35.5% | 0.21% | −0.08 |
| RXEEY Rexel SA - Unsponsored ADR | Reduce -84.5% | 0.02% | −0.07 |
| SGGEF The Sage Group PLC | Reduce -15.1% | 0.44% | −0.07 |
| GWWTF Growthpoint Properties Ltd. | Sold out | 0.00% | −0.07 |
| PROSF Prosus NV | Reduce -27.0% | 0.55% | −0.07 |
| WGSEF Weg SA | Reduce -19.6% | 0.24% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| IITSF Intesa Sanpaolo | Add +30.0% | 1.10% | +0.47 |
| SNEJF Sony Group Corp. | Add +18.3% | 1.36% | +0.42 |
| VZ Verizon Communications Inc. | Add +90.7% | 0.64% | +0.36 |
| AMGN Amgen Inc. | Add +129.0% | 0.47% | +0.31 |
| MS Morgan Stanley | Add +60.4% | 0.81% | +0.29 |
| SNGNF Singapore Telecommunications | Add +27.4% | 0.87% | +0.29 |
| V Visa Inc. Class A | Add +16.4% | 1.07% | +0.28 |
| BABAF Alibaba Group Holding Ltd. | Add +210.4% | 0.26% | +0.21 |
| PG The Procter & Gamble Co. | Add +23.3% | 0.83% | +0.20 |
| GXO Gxo Logistics Inc. | New | 0.18% | +0.18 |
| AON Aon PLC Class A | Add +89.0% | 0.32% | +0.17 |
| HXSCF SK Hynix Inc. | Add +22.7% | 0.56% | +0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.3% | 0.75% | +0.16 |
| ALBKF Alpha Services and Holdings | Add +94.4% | 0.24% | +0.16 |
| KRYAF Kerry Group PLC-A | Add +8.0% | 0.85% | +0.16 |
| MIELF Mitsubishi Electric Corp. | Add +9.1% | 0.90% | +0.16 |
| PANW Palo Alto Networks Inc. | New | 0.16% | +0.16 |
| BKNG Booking Holdings Inc. | Add +42.0% | 0.56% | +0.15 |
| LLY Eli Lilly & Co. | Add +13.6% | 0.68% | +0.14 |
| GILD Gilead Sciences Inc. | Add +14.8% | 0.45% | +0.14 |
| STLD Steel Dynamics Inc. | Add +41.1% | 0.36% | +0.14 |
| CL Colgate-Palmolive Co. | Add +10.3% | 0.84% | +0.13 |
| CRH CRH PLC | Add +21.3% | 0.76% | +0.13 |
| SIEGY Siemens AG-Spons ADR | New | 0.13% | +0.13 |
| UNM Unum Group | Add +54.7% | 0.27% | +0.12 |
| AMP Ameriprise Financial Inc. | Add +32.0% | 0.58% | +0.12 |
| BNY Bank of New York Mellon Corp. | Add +21.3% | 0.42% | +0.12 |
| SONY Sony Group Corp. - SP ADR | Add +42.5% | 0.25% | +0.11 |
| BABA Alibaba Group Holding-SP ADR | Add +182.3% | 0.14% | +0.11 |
| DTEGY Deutsche Telekom AG-Spon ADR | Add +18.5% | 0.30% | +0.10 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Add +10.0% | 0.41% | +0.10 |
| ROCHE HOLDING AG-GENUSSCHEIN | Add +2.8% | 0.51% | +0.10 |
| HUBB Hubbell Inc. | New | 0.10% | +0.10 |
| HD HYUNDAI ELECTRIC CO LTD | Add +104.3% | 0.25% | +0.10 |
| ISNPY Intesa Sanpaolo-Spon ADR | Add +82.2% | 0.16% | +0.09 |
| OTPBF Otp Bank PLC | Add +46.3% | 0.20% | +0.09 |
| FR First Industrial Realty TR | Add +53.5% | 0.21% | +0.09 |
| ELV Elevance Health Inc. | Add +21.4% | 0.27% | +0.09 |
| HDB HDFC Bank Ltd.-ADR | Add +2.7% | 0.86% | +0.09 |
| OVCHY Oversea-Chinese Bank-Uns ADR | Add +41.6% | 0.23% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +43.2% | 0.26% | +0.08 |
| WEICF Weichai Power Co. Ltd. Class H | Add +5.6% | 0.23% | +0.08 |
| TJX TJX Companies Inc. | Add +6.4% | 0.73% | +0.08 |
| SGAPY Singapore Telecommunicat-ADR | Add +84.9% | 0.14% | +0.08 |
| REGN Regeneron Pharmaceuticals | Add +25.3% | 0.53% | +0.07 |
| ACN Accenture PLC Class A | Add +40.7% | 0.32% | +0.07 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +29.6% | 0.20% | +0.07 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | Add +2.9% | 0.20% | +0.07 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +15.1% | 0.27% | +0.07 |
| AXAHY AXA -Spons ADR | Add +10.6% | 0.24% | +0.07 |
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 |