Boston Common Asset Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Boston Common Asset Management, LLC reported 299 stock positions worth $3.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 3.2% of the portfolio, followed by Nvidia (NVDA, 2.2%) and Microsoft (MSFT, 2.1%). Compared with Q2 2025, it opened 21 new positions, sold out of 21, added to 93 and reduced 170. The biggest buy was a new position in Nestle SA-Reg (NSRGF) and the biggest sale an exit from Kerry Group PLC-A (KRYAF).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001409427
- Portfolio Value
- $3.6B (Q3 2025)
- SEC Filing
- 0001409427-25-000014 ↗ filed Oct 30, 2025
Holdings Value
Holdings 299 stocks · $3.6B
| TSM Taiwan Semiconductor-SP ADR | 3.18% | 407,111 | $113.7M | Reduce -10.0% |
| NVDA Nvidia Corp. | 2.18% | 418,132 | $78.0M | Add +4.0% |
| MSFT Microsoft Corp. | 2.15% | 148,141 | $76.7M | Reduce -2.2% |
| AAPL Apple Inc. | 1.87% | 262,323 | $66.8M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 1.38% | 203,230 | $49.4M | Add +5.1% |
| MBFJF Mitsubishi Ufj Financial Gro | 1.34% | 2,963,618 | $48.0M | Add +25.9% |
| AVGO Broadcom Inc. | 1.21% | 131,265 | $43.3M | Reduce -11.6% |
| NFLX Netflix Inc. | 1.18% | 35,177 | $42.2M | Add +1.2% |
| SMAWF Siemens AG-Reg | 1.16% | 153,558 | $41.4M | Add +12.4% |
| SBGSF Schneider Electric SE | 1.15% | 147,713 | $41.2M | Reduce -6.4% |
| IITSF Intesa Sanpaolo | 1.15% | 6,235,293 | $41.1M | Reduce -5.0% |
| PRYMF Prysmian SPA | 1.08% | 391,205 | $38.7M | Reduce -10.2% |
| SNEJF Sony Group Corp. | 1.08% | 1,341,436 | $38.7M | Reduce -6.3% |
| NASPERS | 1.07% | 105,882 | $38.4M | Add +8.3% |
| GOOG Alphabet Inc. Class C | 1.05% | 154,782 | $37.7M | Reduce -1.8% |
| OVCHF Oversea-Chinese Banking Corp. | 1.05% | 2,941,517 | $37.5M | Reduce -15.4% |
| SNGNF Singapore Telecommunications | 1.04% | 11,638,240 | $37.3M | Reduce -6.9% |
| MIELF Mitsubishi Electric Corp. | 1.02% | 1,411,084 | $36.3M | Reduce -6.3% |
| MS Morgan Stanley | 1.01% | 227,034 | $36.1M | Add +0.5% |
| ORXCF Orix Corp. | 0.98% | 1,335,016 | $35.1M | Reduce -22.8% |
| SSEZF Sse PLC | 0.94% | 1,435,775 | $33.7M | Reduce -5.3% |
| V Visa Inc. Class A | 0.93% | 97,305 | $33.2M | Add +3.9% |
| INGVF ING Groep NV | 0.91% | 1,259,041 | $32.7M | Reduce -8.4% |
| DTEGF Deutsche Telekom AG-Reg | 0.90% | 947,553 | $32.3M | Reduce -22.7% |
| HXSCF SK Hynix Inc. | 0.89% | 127,782 | $31.6M | Reduce -28.2% |
| CRH CRH PLC | 0.86% | 256,678 | $30.8M | Reduce -0.4% |
| AXAHF AXA SA | 0.85% | 638,655 | $30.5M | Add +0.9% |
| APHBF Alpha Bank SA | 0.83% | 6,946,201 | $29.5M | Reduce -24.6% |
| HDB HDFC Bank Ltd.-ADR | 0.81% | 849,699 | $29.0M | Reduce -6.0% |
| AZN Astrazeneca PLC | 0.81% | 192,589 | $29.0M | Add +5.6% |
| ROCHE HOLDING AG-GENUSSCHEIN | 0.79% | 86,719 | $28.3M | Add +16.8% |
| ASMXF Asm International NV | 0.79% | 47,150 | $28.3M | Add +18.8% |
| HOCPF Hoya Corp. | 0.78% | 200,833 | $27.8M | Reduce -5.0% |
| CRM Salesforce Inc. | 0.76% | 113,967 | $27.0M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.75% | 35,292 | $26.9M | Reduce -1.3% |
| BABAF Alibaba Group Holding Ltd. | 0.74% | 1,158,569 | $26.4M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 177,852 | $25.7M | Reduce -5.8% |
| TMUS T-Mobile US Inc. | 0.71% | 106,029 | $25.4M | Add +3.6% |
| PROSF Prosus NV | 0.71% | 359,732 | $25.3M | Reduce -2.3% |
| RLXXF Relx PLC | 0.67% | 501,172 | $24.0M | Reduce -4.9% |
| AWK American Water Works Co. Inc. | 0.66% | 170,186 | $23.7M | Reduce -2.0% |
| CL Colgate-Palmolive Co. | 0.66% | 295,738 | $23.6M | Reduce -2.3% |
| HUBB Hubbell Inc. | 0.66% | 54,843 | $23.6M | Add +125.3% |
| VRT Vertiv Holdings Co. Class A | 0.65% | 154,527 | $23.3M | Add +1.0% |
| IDEXF Industria DE Diseno Textil filed as INDITEX | 0.65% | 420,937 | $23.2M | Reduce -7.4% |
| ASAZF Assa Abloy AB-B | 0.65% | 665,681 | $23.1M | Add +22.4% |
| HVRRF Hannover Rueck SE | 0.63% | 75,236 | $22.7M | Reduce -20.3% |
| ATLFF Atlas Copco AB-B SHS | 0.63% | 1,511,280 | $22.6M | Add +20.3% |
| BKNG Booking Holdings Inc. | 0.62% | 4,115 | $22.2M | Reduce -0.8% |
| PIAIF Ping An Insurance Group Co. Class H | 0.62% | 3,242,601 | $22.1M | Reduce -6.0% |
| BYDDF BYD Co. Ltd. Class H | 0.62% | 1,554,142 | $22.0M | Reduce -35.5% |
| UNLYF Unilever PLC | 0.61% | 366,337 | $21.8M | Reduce -7.9% |
| DLTEF Delta Electronics Inc. | 0.60% | 765,560 | $21.5M | Reduce -28.4% |
| AJINF Ajinomoto Co. Inc. | 0.59% | 733,130 | $21.1M | Add +17.0% |
| NSRGF Nestle SA-Reg | 0.58% | 227,519 | $20.9M | New |
| MRK Merck & Co. Inc. | 0.58% | 247,718 | $20.8M | Reduce -8.2% |
| ASHTF Ashtead Group PLC | 0.56% | 301,546 | $20.2M | Add +18.2% |
| TTDKF TDK Corp. | 0.56% | 1,376,138 | $20.0M | Add +23.5% |
| TTNDF Techtronic Industries Co. Ltd. | 0.55% | 1,548,533 | $19.8M | Add +7.4% |
| ADVANTEST CORP | 0.54% | 196,310 | $19.5M | Reduce -19.4% |
| VZ Verizon Communications Inc. | 0.54% | 442,312 | $19.4M | Reduce -19.7% |
| PG The Procter & Gamble Co. | 0.53% | 123,473 | $19.0M | Reduce -3.0% |
| XYL Xylem Inc. | 0.51% | 124,667 | $18.4M | Reduce -0.3% |
| KTWIF Kurita Water Industries Ltd. | 0.51% | 535,403 | $18.3M | Reduce -7.4% |
| DGX Quest Diagnostics Inc. | 0.50% | 94,045 | $17.9M | Add +26.7% |
| WAB Wabtec Corp. | 0.50% | 88,793 | $17.8M | Reduce -13.4% |
| SAPGF Sap SE | 0.50% | 66,340 | $17.8M | Reduce -11.5% |
| AAIGF Aia Group Ltd. | 0.49% | 1,840,621 | $17.7M | Reduce -3.0% |
| CB Chubb Ltd. | 0.49% | 62,307 | $17.6M | Reduce -18.7% |
| CBRE CBRE Group Inc. Class A | 0.49% | 111,591 | $17.6M | Add +58.7% |
| KYCCF Keyence Corp. | 0.48% | 45,889 | $17.1M | Reduce -2.1% |
| DHR Danaher Corp. | 0.48% | 86,395 | $17.1M | Reduce -1.6% |
| AHODF Koninklijke Ahold Delhaize N filed as KON AHOLD DELHAIZE | 0.47% | 414,488 | $16.8M | Reduce -8.8% |
| Novo-Nordisk A/S Sedol# 707752 | 0.46% | 300,716 | $16.3M | Reduce -27.2% |
| NVSEF Novartis AG-Reg | 0.45% | 129,013 | $16.2M | Reduce -16.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.45% | 40,899 | $16.0M | Reduce -11.2% |
| INTU Intuit Inc. | 0.45% | 23,342 | $15.9M | Reduce -0.6% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 124,236 | $15.9M | Reduce -10.3% |
| HD HYUNDAI ELECTRIC CO LTD | 0.44% | 38,251 | $15.9M | Reduce -13.3% |
| MCQEF Macquarie Group Ltd. | 0.44% | 108,511 | $15.8M | Reduce -40.7% |
| ADYYF Adyen NV | 0.44% | 9,755 | $15.6M | Add +42.0% |
| CNVVF Convatec Group PLC | 0.43% | 4,885,582 | $15.2M | Reduce -8.0% |
| MET Metlife Inc. | 0.42% | 182,908 | $15.1M | Add +2.8% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.42% | 368,553 | $15.0M | Add +1.9% |
| ECL Ecolab Inc. | 0.41% | 53,898 | $14.8M | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.41% | 111,665 | $14.6M | Reduce -9.1% |
| TDHOF T&D Holdings Inc. | 0.41% | 591,033 | $14.5M | Reduce -42.4% |
| JRONF Jeronimo Martins | 0.40% | 594,772 | $14.5M | Add +13.6% |
| GILD Gilead Sciences Inc. | 0.40% | 129,689 | $14.4M | Add +6.2% |
| CME Cme Group Inc. | 0.40% | 52,809 | $14.3M | Add +6.5% |
| LRLCF L'oreal | 0.39% | 32,445 | $14.0M | Reduce -0.9% |
| AON Aon PLC Class A | 0.39% | 39,365 | $14.0M | Add +13.0% |
| MELI MercadoLibre Inc. | 0.39% | 5,955 | $13.9M | Add +2.0% |
| WM Waste Management Inc. | 0.38% | 61,791 | $13.6M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 256,335 | $13.2M | Reduce -1.3% |
| DLR Digital Realty Trust Inc. | 0.37% | 76,320 | $13.2M | Reduce -2.5% |
| SAP Sap SE-Sponsored ADR | 0.37% | 49,098 | $13.1M | Reduce -2.4% |
| AMGN Amgen Inc. | 0.36% | 46,116 | $13.0M | Reduce -2.8% |
| CIHHF China Merchants Bank-H | 0.36% | 2,156,783 | $13.0M | Reduce -10.3% |
| ACTZF Accton Technology Corp. | 0.36% | 370,970 | $12.7M | New |
Portfolio Sells Q2 2025 → Q3 2025
| KRYAF Kerry Group PLC-A | Sold out | 0.00% | −0.79 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.57 |
| CARR Carrier Global Corp. | Reduce -96.3% | 0.02% | −0.51 |
| BYDDF BYD Co. Ltd. Class H | Reduce -35.5% | 0.62% | −0.44 |
| CFRHF Cie Financiere Richemo-A Reg | Sold out | 0.00% | −0.37 |
| DTEGF Deutsche Telekom AG-Reg | Reduce -22.7% | 0.90% | −0.35 |
| Novo-Nordisk A/S Sedol# 707752 | Reduce -27.2% | 0.46% | −0.34 |
| MCQEF Macquarie Group Ltd. | Reduce -40.7% | 0.44% | −0.33 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.29 |
| VOLVF Volvo AB-B SHS | Sold out | 0.00% | −0.27 |
| DSMFF DSM-Firmenich AG | Reduce -31.7% | 0.28% | −0.23 |
| TDHOF T&D Holdings Inc. | Reduce -42.4% | 0.41% | −0.23 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.21 |
| OVCHF Oversea-Chinese Banking Corp. | Reduce -15.4% | 1.05% | −0.20 |
| SW Smurfit Westrock PLC | Reduce -53.5% | 0.17% | −0.20 |
| HVRRF Hannover Rueck SE | Reduce -20.3% | 0.63% | −0.19 |
| HXSCF SK Hynix Inc. | Reduce -28.2% | 0.89% | −0.19 |
| UNM Unum Group | Sold out | 0.00% | −0.18 |
| MPNGF Meituan Class B | Sold out | 0.00% | −0.18 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.17 |
| CNVVF Convatec Group PLC | Reduce -8.0% | 0.43% | −0.16 |
| BALL Ball Corp. | Sold out | 0.00% | −0.16 |
| HDB HDFC Bank Ltd.-ADR | Reduce -6.0% | 0.81% | −0.16 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.16 |
| BDRFF Beiersdorf AG | Reduce -25.8% | 0.26% | −0.16 |
| KRYAY Kerry Group PLC-Spons ADR | Sold out | 0.00% | −0.14 |
| SAPGF Sap SE | Reduce -11.5% | 0.50% | −0.14 |
| KBH KB Home | Sold out | 0.00% | −0.14 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.76% | −0.13 |
| CB Chubb Ltd. | Reduce -18.7% | 0.49% | −0.13 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -90.8% | 0.01% | −0.13 |
| KTWIF Kurita Water Industries Ltd. | Reduce -7.4% | 0.51% | −0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -11.2% | 0.45% | −0.13 |
| RLXXF Relx PLC | Reduce -4.9% | 0.67% | −0.13 |
| SSEZF Sse PLC | Reduce -5.3% | 0.94% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -19.7% | 0.54% | −0.12 |
| ORXCF Orix Corp. | Reduce -22.8% | 0.98% | −0.11 |
| INFY Infosys Ltd.-SP ADR | Reduce -30.1% | 0.18% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -2.3% | 0.66% | −0.11 |
| CIHHF China Merchants Bank-H | Reduce -10.3% | 0.36% | −0.11 |
| WAB Wabtec Corp. | Reduce -13.4% | 0.50% | −0.10 |
| LDNXF London Stock Exchange Group | Reduce -6.6% | 0.26% | −0.09 |
| SGGEF The Sage Group PLC | Reduce -7.8% | 0.34% | −0.09 |
| TWODF Taylor Wimpey PLC | Reduce -7.6% | 0.31% | −0.09 |
| APHBF Alpha Bank SA | Reduce -24.6% | 0.83% | −0.08 |
| ACN Accenture PLC Class A | Reduce -14.6% | 0.18% | −0.08 |
| INTU Intuit Inc. | Reduce -0.6% | 0.45% | −0.07 |
| CFRUY Cie Financiere Rich-Unsp ADR | Sold out | 0.00% | −0.07 |
| UNLYF Unilever PLC | Reduce -7.9% | 0.61% | −0.07 |
| NVSEF Novartis AG-Reg | Reduce -16.1% | 0.45% | −0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| NSRGF Nestle SA-Reg | New | 0.58% | +0.58 |
| AAPL Apple Inc. | Add +5.5% | 1.87% | +0.44 |
| MBFJF Mitsubishi Ufj Financial Gro | Add +25.9% | 1.34% | +0.44 |
| GOOGL Alphabet Inc. Class A | Add +5.1% | 1.38% | +0.43 |
| NVDA Nvidia Corp. | Add +4.0% | 2.18% | +0.40 |
| WM Waste Management Inc. | New | 0.38% | +0.38 |
| HUBB Hubbell Inc. | Add +125.3% | 0.66% | +0.38 |
| ACTZF Accton Technology Corp. | New | 0.36% | +0.36 |
| BT GROUP | New | 0.34% | +0.34 |
| STRAUMANN HOLDING AG-REG | New | 0.29% | +0.29 |
| BABAF Alibaba Group Holding Ltd. | Add +0.1% | 0.74% | +0.28 |
| TT Trane Technologies PLC | New | 0.27% | +0.27 |
| NASPERS | Add +8.3% | 1.07% | +0.22 |
| STT State Street Corp. | New | 0.22% | +0.22 |
| CBRE CBRE Group Inc. Class A | Add +58.7% | 0.49% | +0.22 |
| TTDKF TDK Corp. | Add +23.5% | 0.56% | +0.19 |
| SMAWF Siemens AG-Reg | Add +12.4% | 1.16% | +0.18 |
| ASAZF Assa Abloy AB-B | Add +22.4% | 0.65% | +0.17 |
| BLD Topbuild Corp. | Add +76.5% | 0.32% | +0.17 |
| ATLFF Atlas Copco AB-B SHS | Add +20.3% | 0.63% | +0.14 |
| DGX Quest Diagnostics Inc. | Add +26.7% | 0.50% | +0.13 |
| NSRGY Nestle SA-Spons ADR | New | 0.12% | +0.12 |
| MS Morgan Stanley | Add +0.5% | 1.01% | +0.12 |
| ROCHE HOLDING AG-GENUSSCHEIN | Add +16.8% | 0.79% | +0.12 |
| AJINF Ajinomoto Co. Inc. | Add +17.0% | 0.59% | +0.11 |
| JEF Jefferies Financial Group Inc. | New | 0.11% | +0.11 |
| TTNDF Techtronic Industries Co. Ltd. | Add +7.4% | 0.55% | +0.11 |
| CTATF Contemporary Amperex Techn-A | Add +1.3% | 0.28% | +0.11 |
| ASHTF Ashtead Group PLC | Add +18.2% | 0.56% | +0.11 |
| AZN Astrazeneca PLC | Add +5.6% | 0.81% | +0.10 |
| VRT Vertiv Holdings Co. Class A | Add +1.0% | 0.65% | +0.10 |
| LNVGF Lenovo Group Ltd. | Add +84.6% | 0.18% | +0.10 |
| ADYYF Adyen NV | Add +42.0% | 0.44% | +0.09 |
| ASMXF Asm International NV | Add +18.8% | 0.79% | +0.08 |
| ABT Abbott Laboratories | Add +87.2% | 0.17% | +0.08 |
| SQM Quimica Y Minera Chil-SP ADR | New | 0.08% | +0.08 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +21.8% | 0.26% | +0.07 |
| ADI Analog Devices Inc. | Add +28.0% | 0.30% | +0.07 |
| PWFEF Power Finance Corp. | New | 0.06% | +0.06 |
| SAUHY Straumann Holding AG-Uns ADR | New | 0.06% | +0.06 |
| WGSEF Weg SA | Add +44.0% | 0.26% | +0.05 |
| AON Aon PLC Class A | Add +13.0% | 0.39% | +0.04 |
| SHENZHEN INOVANCE TECHNOLO-A | Add +2.3% | 0.17% | +0.04 |
| SFGRF Sony Financial Group Inc. | New | 0.04% | +0.04 |
| ATEYY Advantest Corp.- Spon ADR | Add +5.1% | 0.14% | +0.04 |
| EMAAR Emaar Properties PJSC | New | 0.04% | +0.04 |
| TTDKY TDK Corp.-Sponsored ADR | Add +20.2% | 0.12% | +0.04 |
| LOW Lowe's Cos Inc. | Add +9.9% | 0.20% | +0.04 |
| JRONF Jeronimo Martins | Add +13.6% | 0.40% | +0.03 |
| MIELY Mitsubishi Electric-Unsp ADR | Add +1.4% | 0.20% | +0.03 |
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 |