Douglass Winthrop Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Douglass Winthrop Advisors, LLC reported 296 stock positions worth $5.1 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.8% of the portfolio, followed by Alphabet Class C (GOOG, 5.5%) and Microsoft (MSFT, 5.1%). Compared with Q3 2024, it opened 12 new positions, sold out of 6, added to 92 and reduced 80. The biggest buy was Amazon.com (AMZN, shares +2%) and the biggest sale Unitedhealth (UNH, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.1B (Q4 2024)
- SEC Filing
- 0001308527-25-000002 ↗ filed Feb 11, 2025
Holdings Value
Holdings 296 stocks · $5.1B
| BRK.B Berkshire Hathaway Inc. Class B | 7.77% | 880,265 | $399.0M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 5.46% | 1,472,484 | $280.4M | Reduce -0.7% |
| MSFT Microsoft Corp. | 5.15% | 627,060 | $264.3M | Add +1.1% |
| AMZN Amazon.com Inc. | 4.58% | 1,071,891 | $235.2M | Add +1.9% |
| NFLX Netflix Inc. | 4.20% | 242,342 | $216.0M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 3.97% | 387,467 | $204.0M | Reduce -0.4% |
| AAPL Apple Inc. | 3.67% | 753,773 | $188.8M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 3.65% | 204,581 | $187.5M | Reduce -1.8% |
| MKL Markel Group Inc. | 2.98% | 88,726 | $153.2M | Reduce -2.2% |
| BAM Brookfield Asset Mgmt-A | 2.80% | 2,657,567 | $144.1M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 2.64% | 2,252,068 | $135.8M | Add +7.7% |
| AON Aon PLC Class A | 2.60% | 372,043 | $133.6M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 2.55% | 384,759 | $130.8M | Reduce -0.9% |
| TDG Transdigm Group Inc. | 2.52% | 102,269 | $129.6M | Add +0.3% |
| SPGI S&P Global Inc. | 2.42% | 250,043 | $124.5M | Reduce -1.6% |
| DE Deere & Co. | 2.29% | 277,304 | $117.5M | Add +1.5% |
| FAST Fastenal Co. | 2.28% | 1,628,324 | $117.1M | Add +0.1% |
| TPL Texas Pacific Land Corp. | 2.14% | 99,457 | $110.0M | Add +0.3% |
| ROP Roper Technologies Inc. | 2.08% | 205,627 | $106.9M | Add +0.5% |
| CNI Canadian Natl Railway Co. | 2.05% | 1,036,068 | $105.2M | Add +2.4% |
| MLM Martin Marietta Materials | 1.99% | 197,762 | $102.1M | Add +2.2% |
| BDX Becton Dickinson and Co. | 1.87% | 423,738 | $96.1M | Add +3.3% |
| ACN Accenture PLC Class A | 1.85% | 269,782 | $94.9M | Add +2.9% |
| IQV Iqvia Holdings Inc. | 1.80% | 471,533 | $92.7M | Add +7.6% |
| TSCO Tractor Supply Company | 1.66% | 1,608,970 | $85.4M | Add +1.0% |
| MNST Monster Beverage Corp. | 1.60% | 1,568,244 | $82.4M | Reduce -1.1% |
| NSRGY Nestle SA-Spons ADR | 1.57% | 987,433 | $80.7M | Reduce -4.8% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 1.54% | 5,197,983 | $78.9M | Add +1.6% |
| ZTS Zoetis Inc. | 1.48% | 465,369 | $75.8M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 1.30% | 353,873 | $67.0M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.26% | 95 | $64.7M | No change |
| UNH Unitedhealth Group Inc. | 0.94% | 95,427 | $48.3M | Reduce -58.0% |
| AXP American Express Co. | 0.79% | 136,176 | $40.4M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.61% | 315,459 | $31.4M | Reduce -4.0% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.61% | 623,508 | $31.2M | Reduce -51.5% |
| NVDA Nvidia Corp. | 0.35% | 132,502 | $17.8M | Add +6.5% |
| DHR Danaher Corp. | 0.34% | 75,983 | $17.4M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.31% | 109,409 | $15.8M | Add +2.2% |
| DOV Dover Corp. | 0.30% | 83,423 | $15.7M | Add +2.4% |
| V Visa Inc. Class A | 0.28% | 46,118 | $14.6M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.27% | 83,136 | $13.9M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 25,333 | $13.2M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.25% | 53,680 | $12.9M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 62,267 | $12.3M | Reduce -21.4% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.20% | 1,500 | $10.2M | Reduce -6.3% |
| TT Trane Technologies PLC | 0.18% | 25,654 | $9.5M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.18% | 87,841 | $9.4M | Add +1.1% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.18% | 190,026 | $9.4M | Add +1.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 13,551 | $9.4M | Add +34.8% |
| INTU Intuit Inc. | 0.17% | 14,179 | $8.9M | Add +3.3% |
| WM Waste Management Inc. | 0.17% | 43,749 | $8.8M | Reduce -0.8% |
| HD Home Depot Inc. | 0.17% | 22,327 | $8.7M | Add +0.3% |
| BF.B Brown-Forman Corp. Class B | 0.17% | 223,221 | $8.5M | Reduce -1.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.16% | 29,393 | $8.3M | Reduce -2.8% |
| MCO Moody's Corp. | 0.16% | 17,290 | $8.2M | Add +0.6% |
| MELI MercadoLibre Inc. | 0.16% | 4,799 | $8.2M | Add +25.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 63,866 | $7.7M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.15% | 42,218 | $7.5M | Reduce -1.0% |
| ADP Automatic Data Processing | 0.14% | 24,625 | $7.2M | Add +0.6% |
| PEP Pepsico Inc. | 0.14% | 46,846 | $7.1M | Reduce -0.5% |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 112,799 | $6.8M | Add +2111.8% |
| LLY Eli Lilly & Co. | 0.13% | 8,781 | $6.8M | Reduce -1.1% |
| URI United Rentals Inc. | 0.13% | 9,585 | $6.8M | Reduce -0.0% |
| CPNG Coupang Inc. | 0.13% | 295,686 | $6.5M | Add +2.3% |
| LRLCY L'oreal-Unsponsored ADR | 0.12% | 90,343 | $6.4M | Add +5.5% |
| EADSY Airbus SE - Unsp ADR | 0.12% | 157,865 | $6.3M | Reduce -17.3% |
| TSLA Tesla Inc. | 0.12% | 14,803 | $6.0M | Add +0.1% |
| KO The Coca-Cola Co. | 0.12% | 95,861 | $6.0M | Add +7.6% |
| WMT Walmart Inc. | 0.11% | 65,350 | $5.9M | No change |
| SNPS Synopsys Inc. | 0.11% | 11,494 | $5.6M | Add +10.6% |
| CARR Carrier Global Corp. | 0.11% | 79,124 | $5.4M | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 0.10% | 9,657 | $5.2M | Add +8.7% |
| WSC Willscot Holdings Corp. | 0.10% | 151,869 | $5.1M | Reduce -8.0% |
| ABT Abbott Laboratories | 0.09% | 42,843 | $4.8M | Reduce -0.3% |
| CEG Constellation Energy | 0.09% | 21,415 | $4.8M | New |
| MCD McDonald's Corp. | 0.09% | 16,402 | $4.8M | Add +4.3% |
| NSC Norfolk Southern Corp. | 0.09% | 19,028 | $4.5M | Add +1.6% |
| NKE Nike Inc. Class B | 0.08% | 56,345 | $4.3M | Reduce -4.5% |
| BALL Ball Corp. | 0.08% | 75,724 | $4.2M | Reduce -11.8% |
| FORGE GLOBAL HOLDINGS INC | 0.08% | 4,449,822 | $4.1M | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 18,263 | $4.0M | Add +2.3% |
| AVGO Broadcom Inc. | 0.08% | 17,300 | $4.0M | No change |
| CVX Chevron Corp. | 0.08% | 27,540 | $4.0M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.08% | 6,610 | $3.9M | Add +27.7% |
| AMGN Amgen Inc. | 0.07% | 14,140 | $3.7M | Reduce -0.7% |
| VRSK Verisk Analytics Inc. | 0.07% | 13,203 | $3.6M | Add +3.6% |
| CNM Core & Main Inc. Class A | 0.07% | 70,051 | $3.6M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.07% | 10,546 | $3.5M | Add +0.5% |
| UNP Union Pacific Corp. | 0.06% | 14,366 | $3.3M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.06% | 8,902 | $3.2M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 5,248 | $3.1M | Add +0.5% |
| ALLE Allegion PLC | 0.06% | 22,273 | $2.9M | Add +0.4% |
| PM Philip Morris International | 0.05% | 23,314 | $2.8M | Reduce -6.1% |
| CI The Cigna Group | 0.05% | 9,860 | $2.7M | No change |
| SBUX Starbucks Corp. | 0.05% | 29,166 | $2.7M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.05% | 4,578 | $2.6M | Reduce -13.2% |
| CET Central Securities Corp. | 0.05% | 56,658 | $2.6M | Add +4.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 32,010 | $2.5M | No change |
| CB Chubb Ltd. | 0.05% | 8,775 | $2.4M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 21,729 | $2.4M | Reduce -4.6% |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -58.0% | 0.94% | −1.59 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -51.5% | 0.61% | −1.02 |
| NSRGY Nestle SA-Spons ADR | Reduce -4.8% | 1.57% | −0.42 |
| ZTS Zoetis Inc. | Reduce -2.8% | 1.48% | −0.31 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 2.55% | −0.28 |
| NEE Nextera Energy Inc. | Reduce -75.2% | 0.05% | −0.17 |
| SIEGY Siemens AG-Spons ADR | Reduce -94.7% | 0.01% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.61% | −0.10 |
| SPGI S&P Global Inc. | Reduce -1.6% | 2.42% | −0.08 |
| DHR Danaher Corp. | Reduce -0.1% | 0.34% | −0.06 |
| BF.B Brown-Forman Corp. Class B | Reduce -1.0% | 0.17% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.26% | −0.04 |
| FORGE GLOBAL HOLDINGS INC | Reduce -3.6% | 0.08% | −0.03 |
| BALL Ball Corp. | Reduce -11.8% | 0.08% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.4% | 0.24% | −0.02 |
| WSC Willscot Holdings Corp. | Reduce -8.0% | 0.10% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.13% | −0.02 |
| URI United Rentals Inc. | Reduce -0.0% | 0.13% | −0.02 |
| NKE Nike Inc. Class B | Reduce -4.5% | 0.08% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.07% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.15% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.14% | −0.01 |
| BRK.A 1/100 Berkshire HTWY A Class A | Reduce -6.3% | 0.20% | −0.01 |
| EADSY Airbus SE - Unsp ADR | Reduce -17.3% | 0.12% | −0.01 |
| JD Jd.com Inc.-ADR | Reduce -50.1% | 0.01% | −0.01 |
| AES AES Corp. | Reduce -0.4% | 0.02% | −0.01 |
| TT Trane Technologies PLC | Reduce -0.8% | 0.18% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.01 |
| CNC Centene Corp. | Reduce -23.6% | 0.01% | −0.01 |
| MTD Mettler-Toledo International | Reduce -1.7% | 0.03% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -19.5% | 0.02% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.01 |
| BF.A Brown-Forman Corp. Class A | Reduce -13.9% | 0.01% | −0.01 |
| HEINY Heineken NV-SPN ADR | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -1.4% | 0.06% | −0.00 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.00 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.00 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.06% | −0.00 |
| PM Philip Morris International | Reduce -6.1% | 0.05% | −0.00 |
| WM Waste Management Inc. | Reduce -0.8% | 0.17% | −0.00 |
| BNPQY BNP Paribas-ADR | Reduce -1.2% | 0.02% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.2% | 0.01% | −0.00 |
| MMM 3M Co. | Reduce -2.5% | 0.04% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -7.8% | 0.01% | −0.00 |
| AMD Advanced Micro Devices | Reduce -6.9% | 0.00% | −0.00 |
| VLTO Veralto Corp. | Reduce -8.3% | 0.01% | −0.00 |
| STZ Constellation Brands Inc. Class A | Reduce -1.8% | 0.01% | −0.00 |
| GE General Electric | Reduce -0.1% | 0.02% | −0.00 |
| DOW Dow Inc. | Reduce -2.1% | 0.00% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Reduce -6.5% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +1.9% | 4.58% | +0.84 |
| TPL Texas Pacific Land Corp. | Add +0.3% | 2.14% | +0.47 |
| CMG Chipotle Mexican Grill Inc. | Add +2111.8% | 0.13% | +0.13 |
| DE Deere & Co. | Add +1.5% | 2.29% | +0.11 |
| CEG Constellation Energy | New | 0.09% | +0.09 |
| ACN Accenture PLC Class A | Add +2.9% | 1.85% | +0.08 |
| FAST Fastenal Co. | Add +0.1% | 2.28% | +0.07 |
| MSFT Microsoft Corp. | Add +1.1% | 5.15% | +0.06 |
| NVDA Nvidia Corp. | Add +6.5% | 0.35% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 7.77% | +0.05 |
| TSLA Tesla Inc. | Add +0.1% | 0.12% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +34.8% | 0.18% | +0.02 |
| META Meta Platforms Inc. Class A | Add +27.7% | 0.08% | +0.02 |
| PFE Pfizer Inc. | Add +78.2% | 0.04% | +0.02 |
| CSX CSX Corp. | Add +70.6% | 0.04% | +0.01 |
| CRM Salesforce Inc. | Add +0.5% | 0.07% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +8.7% | 0.10% | +0.01 |
| TMUS T-Mobile US Inc. | New | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +0.6% | 0.14% | +0.01 |
| INTU Intuit Inc. | Add +3.3% | 0.17% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +138.9% | 0.01% | +0.01 |
| MELI MercadoLibre Inc. | Add +25.9% | 0.16% | +0.01 |
| PGR Progressive Corp. | Add +163.9% | 0.01% | +0.01 |
| XYZ Block Inc. | Add +1.8% | 0.04% | +0.01 |
| PANW Palo Alto Networks Inc. | New | 0.01% | +0.01 |
| SNPS Synopsys Inc. | Add +10.6% | 0.11% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | New | 0.01% | +0.01 |
| BN Brookfield Corp. | Add +149.4% | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +44.3% | 0.03% | +0.01 |
| DOV Dover Corp. | Add +2.4% | 0.30% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +6.0% | 0.04% | +0.01 |
| LNG Cheniere Energy Inc. | New | 0.01% | +0.01 |
| VRSK Verisk Analytics Inc. | Add +3.6% | 0.07% | +0.01 |
| HON Honeywell International Inc. | Add +4.5% | 0.04% | +0.01 |
| TRV The Travelers Cos Inc. | Add +15.0% | 0.03% | +0.01 |
| EOG EOG Resources Inc. | New | 0.01% | +0.01 |
| ELF Elf Beauty Inc. | New | 0.00% | +0.00 |
| PNFP Pinnacle Financial Partners | New | 0.00% | +0.00 |
| SMLR Semler Scientific Inc. | New | 0.00% | +0.00 |
| MCK McKesson Corp. | Add +15.3% | 0.02% | +0.00 |
| ORCL Oracle Corp. | Add +19.9% | 0.03% | +0.00 |
| APO Apollo Global Management Inc. | New | 0.00% | +0.00 |
| EPD Enterprise Products Partners | Add +35.3% | 0.01% | +0.00 |
| MCO Moody's Corp. | Add +0.6% | 0.16% | +0.00 |
| RTX RTX Corp. | Add +27.8% | 0.02% | +0.00 |
| ETN Eaton Corp. PLC | Add +19.2% | 0.02% | +0.00 |
| MO Altria Group Inc. | Add +16.5% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.8% | 0.02% | +0.00 |
| AMLP Alerian MLP ETF | Add +41.7% | 0.01% | +0.00 |
| CET Central Securities Corp. | Add +4.3% | 0.05% | +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 |