Douglass Winthrop Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Douglass Winthrop Advisors, LLC reported 277 stock positions worth $4.9 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.4% of the portfolio, followed by Alphabet Class C (GOOG, 5.7%) and Microsoft (MSFT, 5.7%). Compared with Q1 2024, it opened 12 new positions, sold out of 20, added to 82 and reduced 121. The biggest buy was Accenture Class A (ACN, shares +128%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $4.9B (Q2 2024)
- SEC Filing
- 0001308527-24-000006 ↗ filed Aug 7, 2024
Holdings Value
Holdings 277 stocks · $4.9B
| BRK.B Berkshire Hathaway Inc. Class B | 7.38% | 889,346 | $361.8M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 5.71% | 1,525,834 | $279.9M | Reduce -2.6% |
| MSFT Microsoft Corp. | 5.71% | 625,401 | $279.5M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 4.06% | 1,029,232 | $198.9M | Add +0.4% |
| COST Costco Wholesale Corp. | 3.68% | 211,826 | $180.0M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 3.50% | 388,934 | $171.6M | Reduce -0.8% |
| NFLX Netflix Inc. | 3.47% | 251,696 | $169.9M | Reduce -1.3% |
| AAPL Apple Inc. | 3.29% | 764,112 | $160.9M | Reduce -3.9% |
| UBER Uber Technologies Inc. | 3.12% | 2,106,312 | $153.1M | Add +2.3% |
| MKL Markel Group Inc. | 2.93% | 91,149 | $143.6M | Reduce -0.3% |
| TDG Transdigm Group Inc. | 2.68% | 102,664 | $131.2M | Reduce -1.4% |
| CNI Canadian Natl Railway Co. | 2.41% | 999,450 | $118.1M | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 2.37% | 388,287 | $115.9M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 2.36% | 226,749 | $115.5M | Add +5.2% |
| SPGI S&P Global Inc. | 2.35% | 258,490 | $115.3M | Reduce -0.4% |
| ROP Roper Technologies Inc. | 2.35% | 203,889 | $114.9M | Add +0.3% |
| AON Aon PLC Class A | 2.20% | 367,020 | $107.7M | Add +2.9% |
| NSRGY Nestle SA-Spons ADR | 2.12% | 1,011,915 | $103.7M | Add +2.5% |
| MLM Martin Marietta Materials | 2.10% | 189,508 | $102.7M | Add +0.9% |
| FAST Fastenal Co. | 2.06% | 1,606,848 | $101.0M | Add +0.6% |
| DE Deere & Co. | 2.02% | 265,454 | $99.2M | Add +0.9% |
| BAM Brookfield Asset Mgmt-A | 2.00% | 2,571,468 | $97.8M | Add +2.5% |
| BDX Becton Dickinson and Co. | 1.92% | 403,173 | $94.2M | Add +12.5% |
| IQV Iqvia Holdings Inc. | 1.89% | 437,002 | $92.4M | Add +2.1% |
| TSCO Tractor Supply Company | 1.75% | 318,351 | $86.0M | Add +0.3% |
| ZTS Zoetis Inc. | 1.73% | 489,633 | $84.9M | Reduce -7.3% |
| MNST Monster Beverage Corp. | 1.61% | 1,581,422 | $79.0M | Add +2.0% |
| ACN Accenture PLC Class A | 1.60% | 258,541 | $78.4M | Add +127.5% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 1.59% | 4,987,541 | $77.8M | Add +37.6% |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.48% | 1,250,917 | $72.7M | Add +12.5% |
| TPL Texas Pacific Land Corp. | 1.44% | 95,835 | $70.4M | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 1.37% | 368,016 | $67.0M | Add +0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.19% | 95 | $58.2M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.85% | 336,818 | $41.7M | Reduce -21.1% |
| AXP American Express Co. | 0.66% | 140,328 | $32.5M | Reduce -3.3% |
| DHR Danaher Corp. | 0.38% | 73,839 | $18.4M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 88,859 | $15.4M | Reduce -0.5% |
| DOV Dover Corp. | 0.31% | 84,688 | $15.3M | Add +0.0% |
| JNJ Johnson & Johnson | 0.31% | 102,443 | $15.0M | Reduce -8.9% |
| V Visa Inc. Class A | 0.28% | 52,796 | $13.9M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 24,190 | $13.4M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.27% | 79,809 | $13.2M | Reduce -0.6% |
| TT Trane Technologies PLC | 0.23% | 33,644 | $11.1M | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.22% | 155,437 | $11.0M | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 10,638 | $10.9M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.21% | 82,822 | $10.2M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.20% | 49,602 | $10.0M | Add +3.7% |
| BF.B Brown-Forman Corp. Class B | 0.20% | 229,483 | $9.9M | Reduce -23.8% |
| XOM Exxon Mobil Corp. | 0.20% | 85,119 | $9.8M | Add +0.9% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.20% | 1,600 | $9.8M | No change |
| WM Waste Management Inc. | 0.19% | 44,408 | $9.5M | Reduce -2.3% |
| INTU Intuit Inc. | 0.19% | 13,847 | $9.1M | Add +44.7% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.18% | 186,850 | $9.0M | Reduce -0.5% |
| MCO Moody's Corp. | 0.17% | 19,415 | $8.2M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.17% | 8,986 | $8.1M | Reduce -3.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.16% | 30,735 | $8.0M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.16% | 48,269 | $8.0M | Reduce -1.6% |
| HD Home Depot Inc. | 0.16% | 22,403 | $7.7M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 66,926 | $7.4M | Reduce -2.1% |
| FORGE GLOBAL HOLDINGS INC | 0.15% | 5,039,822 | $7.4M | No change |
| SIEGY Siemens AG-Spons ADR | 0.15% | 78,556 | $7.3M | Add +0.2% |
| ABBV Abbvie Inc. | 0.14% | 41,364 | $7.1M | Reduce -1.9% |
| LRLCY L'oreal-Unsponsored ADR | 0.14% | 78,224 | $6.9M | Reduce -3.4% |
| MELI MercadoLibre Inc. | 0.13% | 3,849 | $6.3M | Add +4.3% |
| URI United Rentals Inc. | 0.13% | 9,689 | $6.3M | Reduce -0.2% |
| CPNG Coupang Inc. | 0.12% | 284,791 | $6.0M | Add +2.0% |
| ADP Automatic Data Processing | 0.12% | 24,129 | $5.8M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.11% | 84,240 | $5.4M | Reduce -1.2% |
| BALL Ball Corp. | 0.11% | 87,538 | $5.3M | Reduce -0.5% |
| EADSY Airbus SE - Unsp ADR | 0.11% | 153,159 | $5.2M | Add +0.4% |
| CARR Carrier Global Corp. | 0.10% | 76,970 | $4.9M | Add +37.5% |
| NKE Nike Inc. Class B | 0.10% | 63,140 | $4.8M | Reduce -48.1% |
| WSC Willscot Holdings Corp. | 0.10% | 124,750 | $4.7M | Add +2499.0% |
| WMT Walmart Inc. | 0.09% | 66,129 | $4.5M | Add +16.5% |
| AMGN Amgen Inc. | 0.09% | 14,250 | $4.5M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.09% | 8,862 | $4.4M | Reduce -8.0% |
| ABT Abbott Laboratories | 0.09% | 41,589 | $4.3M | Reduce -3.9% |
| NSC Norfolk Southern Corp. | 0.08% | 18,832 | $4.0M | Add +12.4% |
| CVX Chevron Corp. | 0.08% | 25,679 | $4.0M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.08% | 15,273 | $3.9M | Reduce -6.8% |
| UNP Union Pacific Corp. | 0.07% | 15,158 | $3.4M | Reduce -1.4% |
| CI The Cigna Group | 0.06% | 9,365 | $3.1M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 17,849 | $3.1M | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.06% | 8,896 | $3.0M | Add +0.1% |
| TSLA Tesla Inc. | 0.06% | 14,704 | $2.9M | Reduce -1.7% |
| VRSK Verisk Analytics Inc. | 0.06% | 10,540 | $2.8M | New |
| SNPS Synopsys Inc. | 0.06% | 4,760 | $2.8M | New |
| CRM Salesforce Inc. | 0.06% | 10,994 | $2.8M | Reduce -5.6% |
| CNM Core & Main Inc. Class A | 0.06% | 57,009 | $2.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 4,840 | $2.6M | Add +6.1% |
| AVGO Broadcom Inc. | 0.05% | 1,635 | $2.6M | Reduce -8.4% |
| ALLE Allegion PLC | 0.05% | 22,193 | $2.6M | No change |
| META Meta Platforms Inc. Class A | 0.05% | 5,175 | $2.6M | Reduce -1.8% |
| LIN Linde PLC | 0.05% | 5,602 | $2.5M | Add +1.9% |
| SBUX Starbucks Corp. | 0.05% | 31,385 | $2.4M | Reduce -28.2% |
| GS Goldman Sachs Group Inc. | 0.05% | 5,040 | $2.3M | Reduce -8.3% |
| VGT Vanguard Info Tech ETF | 0.05% | 3,875 | $2.2M | Reduce -2.5% |
| CB Chubb Ltd. | 0.04% | 8,575 | $2.2M | Add +2.4% |
| PM Philip Morris International | 0.04% | 21,502 | $2.2M | Reduce -6.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 21,570 | $2.1M | Reduce -1.0% |
Portfolio Sells Q1 2024 → Q2 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 7.38% | −0.39 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 3.50% | −0.38 |
| CNI Canadian Natl Railway Co. | Reduce -0.9% | 2.41% | −0.33 |
| MRK Merck & Co. Inc. | Reduce -21.1% | 0.85% | −0.31 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.16 |
| NKE Nike Inc. Class B | Reduce -48.1% | 0.10% | −0.14 |
| TRMB Trimble Inc. | Sold out | 0.00% | −0.12 |
| BF.B Brown-Forman Corp. Class B | Reduce -23.8% | 0.20% | −0.12 |
| ZTS Zoetis Inc. | Reduce -7.3% | 1.73% | −0.11 |
| TXN Texas Instruments Inc. | Reduce -81.2% | 0.02% | −0.09 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.0% | 1.19% | −0.07 |
| JNJ Johnson & Johnson | Reduce -8.9% | 0.31% | −0.06 |
| VST Vistra Corp. | Reduce -71.5% | 0.02% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.5% | 0.27% | −0.03 |
| SBUX Starbucks Corp. | Reduce -28.2% | 0.05% | −0.03 |
| HD Home Depot Inc. | Reduce -2.1% | 0.16% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Reduce -45.2% | 0.02% | −0.02 |
| LRLCY L'oreal-Unsponsored ADR | Reduce -3.4% | 0.14% | −0.02 |
| AXP American Express Co. | Reduce -3.3% | 0.66% | −0.02 |
| URI United Rentals Inc. | Reduce -0.2% | 0.13% | −0.02 |
| MCD McDonald's Corp. | Reduce -6.8% | 0.08% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.4% | 0.03% | −0.01 |
| BALL Ball Corp. | Reduce -0.5% | 0.11% | −0.01 |
| CRM Salesforce Inc. | Reduce -5.6% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.16% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -48.9% | 0.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.9% | 0.14% | −0.01 |
| ABT Abbott Laboratories | Reduce -3.9% | 0.09% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.04% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.1% | 0.06% | −0.01 |
| SASR Sandy Spring Bancorp Inc. | Sold out | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -1.4% | 0.38% | −0.01 |
| INTC Intel Corp. | Reduce -14.8% | 0.01% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.0% | 0.12% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -20.0% | 0.02% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.4% | 0.07% | −0.01 |
| BA The Boeing Co. | Reduce -55.0% | 0.01% | −0.01 |
| MTD Mettler-Toledo International | Reduce -19.0% | 0.04% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.01 |
| FERG Ferguson Jersey Ltd. | Sold out | 0.00% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.01 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.01 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.01 |
| WM Waste Management Inc. | Reduce -2.3% | 0.19% | −0.01 |
| BLKB Blackbaud Inc. | Reduce -50.0% | 0.01% | −0.01 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.8% | 0.04% | −0.01 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.01 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| ACN Accenture PLC Class A | Add +127.5% | 1.60% | +0.79 |
| CFRUY Cie Financiere Rich-Unsp ADR | Add +37.6% | 1.59% | +0.45 |
| TPL Texas Pacific Land Corp. | Add +12.3% | 1.44% | +0.42 |
| AMZN Amazon.com Inc. | Add +0.4% | 4.06% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 1.37% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +5.2% | 2.36% | +0.16 |
| BDX Becton Dickinson and Co. | Add +12.5% | 1.92% | +0.10 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +12.5% | 1.48% | +0.09 |
| WSC Willscot Holdings Corp. | Add +2499.0% | 0.10% | +0.09 |
| VRSK Verisk Analytics Inc. | New | 0.06% | +0.06 |
| SNPS Synopsys Inc. | New | 0.06% | +0.06 |
| INTU Intuit Inc. | Add +44.7% | 0.19% | +0.06 |
| CNM Core & Main Inc. Class A | New | 0.06% | +0.06 |
| TSCO Tractor Supply Company | Add +0.3% | 1.75% | +0.04 |
| CARR Carrier Global Corp. | Add +37.5% | 0.10% | +0.03 |
| GBDC Golub Capital BDC Inc. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +16.5% | 0.09% | +0.02 |
| CPNG Coupang Inc. | Add +2.0% | 0.12% | +0.02 |
| AMP Ameriprise Financial Inc. | New | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | Add +4.3% | 0.13% | +0.01 |
| AME Ametek Inc. | Add +98.3% | 0.03% | +0.01 |
| JYNT The Joint Corp. | Add +35.7% | 0.04% | +0.01 |
| KMB Kimberly-Clark Corp. | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 0.20% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +71.4% | 0.01% | +0.01 |
| FERG Ferguson Enterprises Inc. | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | New | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.1% | 0.05% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.00% | +0.00 |
| CFRHF Cie Financiere Richemo-A Reg | New | 0.00% | +0.00 |
| NSRGF Nestle SA-Reg | New | 0.00% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.00% | +0.00 |
| TGT Target Corp. | Add +71.8% | 0.01% | +0.00 |
| LOW Lowe's Cos Inc. | Add +34.6% | 0.03% | +0.00 |
| XLK SS Technology Select Sector | Add +70.7% | 0.01% | +0.00 |
| DOV Dover Corp. | Add +0.0% | 0.31% | +0.00 |
| COMP Compass Inc. Class A | Add +53.4% | 0.01% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +35.2% | 0.01% | +0.00 |
| JD Jd.com Inc.-ADR | Add +24.2% | 0.01% | +0.00 |
| AZO AutoZone Inc. | Add +32.9% | 0.01% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.2% | 0.04% | +0.00 |
| ET Energy Transfer LP | Add +29.5% | 0.01% | +0.00 |
| GLD SPDR Gold Shares | Add +3.1% | 0.02% | +0.00 |
| PFF iShares Preferred & Income S | Add +21.9% | 0.01% | +0.00 |
| NOW ServiceNow Inc. | Add +1.1% | 0.03% | +0.00 |
| BNPQY BNP Paribas-ADR | Add +16.2% | 0.03% | +0.00 |
| PWR Quanta Services Inc. | Add +17.1% | 0.01% | +0.00 |
| TTD Trade Desk Inc./the Class A | Add +0.6% | 0.01% | +0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.5% | 0.01% | +0.00 |
| APH Amphenol Corp. Class A | Add +2.1% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 308 | $5.8B | GOOG, BRK.B, AMZN, MSFT, AAPL |
| Q1 2026 | 303 | $5.5B | BRK.B, GOOG, MSFT, AMZN, MA |
| Q4 2025 | 307 | $5.7B | GOOG, BRK.B, MSFT, AMZN, MA |
| Q3 2025 | 303 | $5.7B | BRK.B, GOOG, MSFT, AMZN, UBER |
| Q2 2025 | 282 | $5.5B | BRK.B, MSFT, GOOG, AMZN, NFLX |
| Q1 2025 | 282 | $5.3B | BRK.B, MSFT, GOOG, MA, AMZN |
| Q4 2024 | 296 | $5.1B | BRK.B, GOOG, MSFT, AMZN, NFLX |
| Q3 2024 | 290 | $5.2B | BRK.B, MSFT, GOOG, AMZN, MA |
| Q2 2024 | 277 | $4.9B | BRK.B, GOOG, MSFT, AMZN, COST |
| Q1 2024 | 285 | $4.9B | BRK.B, MSFT, GOOG, MA, AMZN |