Douglass Winthrop Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Douglass Winthrop Advisors, LLC reported 282 stock positions worth $5.3 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.8% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Alphabet Class C (GOOG, 4.3%). Compared with Q4 2024, it opened 10 new positions, sold out of 23, added to 55 and reduced 141. The biggest buy was American Tower (AMT, shares +7802%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.3B (Q1 2025)
- SEC Filing
- 0001308527-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 282 stocks · $5.3B
| BRK.B Berkshire Hathaway Inc. Class B | 8.77% | 865,855 | $461.1M | Reduce -1.6% |
| MSFT Microsoft Corp. | 4.47% | 625,775 | $234.9M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 4.34% | 1,459,446 | $228.0M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 3.96% | 379,489 | $208.0M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 3.90% | 1,078,688 | $205.2M | Add +0.6% |
| COST Costco Wholesale Corp. | 3.50% | 194,450 | $183.9M | Reduce -5.0% |
| NFLX Netflix Inc. | 3.41% | 192,280 | $179.3M | Reduce -20.7% |
| UBER Uber Technologies Inc. | 3.21% | 2,318,406 | $168.9M | Add +3.0% |
| AAPL Apple Inc. | 3.07% | 726,783 | $161.4M | Reduce -3.6% |
| MKL Markel Group Inc. | 2.98% | 83,668 | $156.4M | Reduce -5.7% |
| AON Aon PLC Class A | 2.79% | 367,700 | $146.7M | Reduce -1.2% |
| TDG Transdigm Group Inc. | 2.68% | 101,714 | $140.7M | Reduce -0.5% |
| SHW The Sherwin-Williams Co. | 2.57% | 387,091 | $135.2M | Add +0.6% |
| TPL Texas Pacific Land Corp. | 2.51% | 99,490 | $131.8M | Add +0.0% |
| DE Deere & Co. | 2.50% | 279,726 | $131.3M | Add +0.9% |
| BAM Brookfield Asset Mgmt-A | 2.46% | 2,672,065 | $129.3M | Add +0.6% |
| FAST Fastenal Co. | 2.40% | 1,624,011 | $125.9M | Reduce -0.3% |
| SPGI S&P Global Inc. | 2.37% | 244,796 | $124.4M | Reduce -2.1% |
| ROP Roper Technologies Inc. | 2.35% | 209,239 | $123.4M | Add +1.8% |
| MLM Martin Marietta Materials | 2.02% | 222,445 | $106.4M | Add +12.5% |
| CNI Canadian Natl Railway Co. | 1.96% | 1,054,591 | $102.8M | Add +1.8% |
| NSRGY Nestle SA-Spons ADR | 1.95% | 1,011,125 | $102.3M | Add +2.4% |
| BDX Becton Dickinson and Co. | 1.90% | 435,930 | $99.9M | Add +2.9% |
| MNST Monster Beverage Corp. | 1.81% | 1,628,634 | $95.3M | Add +3.9% |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 1.77% | 5,362,631 | $93.0M | Add +3.2% |
| AMT American Tower Corp. | 1.76% | 424,889 | $92.5M | Add +7802.0% |
| ACN Accenture PLC Class A | 1.72% | 289,507 | $90.3M | Add +7.3% |
| TSCO Tractor Supply Company | 1.68% | 1,603,051 | $88.3M | Reduce -0.4% |
| CPRT Copart Inc. | 1.67% | 1,553,334 | $87.9M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 1.64% | 108 | $86.2M | Reduce -1.8% |
| IQV Iqvia Holdings Inc. | 1.54% | 460,563 | $81.2M | Reduce -2.3% |
| ZTS Zoetis Inc. | 1.51% | 481,488 | $79.3M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 1.02% | 346,120 | $53.5M | Reduce -2.2% |
| AXP American Express Co. | 0.68% | 132,722 | $35.7M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.51% | 295,733 | $26.5M | Reduce -6.3% |
| V Visa Inc. Class A | 0.31% | 46,755 | $16.4M | Add +1.4% |
| JNJ Johnson & Johnson | 0.31% | 98,424 | $16.3M | Reduce -10.0% |
| DHR Danaher Corp. | 0.29% | 73,468 | $15.1M | Reduce -3.3% |
| DOV Dover Corp. | 0.28% | 83,400 | $14.7M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.26% | 125,157 | $13.6M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.25% | 77,626 | $13.2M | Reduce -6.6% |
| JPM JPMorgan Chase & Co. | 0.25% | 53,749 | $13.2M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 25,878 | $12.9M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 20,962 | $11.7M | Add +299.4% |
| XOM Exxon Mobil Corp. | 0.20% | 88,240 | $10.5M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 62,966 | $10.5M | Add +1.1% |
| WM Waste Management Inc. | 0.19% | 43,946 | $10.2M | Add +0.5% |
| MELI MercadoLibre Inc. | 0.18% | 4,960 | $9.7M | Add +3.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 14,114 | $9.4M | Add +4.2% |
| ABBV Abbvie Inc. | 0.17% | 41,946 | $8.8M | Reduce -0.6% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.17% | 190,367 | $8.7M | Add +0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.17% | 25,217 | $8.7M | Reduce -14.2% |
| TT Trane Technologies PLC | 0.16% | 24,981 | $8.4M | Reduce -2.6% |
| HD Home Depot Inc. | 0.16% | 22,760 | $8.3M | Add +1.9% |
| INTU Intuit Inc. | 0.15% | 13,090 | $8.0M | Reduce -7.7% |
| MCO Moody's Corp. | 0.15% | 17,216 | $8.0M | Reduce -0.4% |
| BF.B Brown-Forman Corp. Class B | 0.14% | 222,467 | $7.6M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 61,386 | $7.5M | Reduce -3.9% |
| ADP Automatic Data Processing | 0.14% | 24,450 | $7.5M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.14% | 8,830 | $7.3M | Add +0.6% |
| EADSY Airbus SE - Unsp ADR | 0.13% | 157,435 | $6.9M | Reduce -0.3% |
| LRLCY L'oreal-Unsponsored ADR | 0.13% | 91,533 | $6.8M | Add +1.3% |
| CPNG Coupang Inc. | 0.13% | 309,793 | $6.8M | Add +4.8% |
| PEP Pepsico Inc. | 0.13% | 44,427 | $6.7M | Reduce -5.2% |
| KO The Coca-Cola Co. | 0.12% | 91,355 | $6.5M | Reduce -4.7% |
| UNH Unitedhealth Group Inc. | 0.12% | 11,688 | $6.1M | Reduce -87.8% |
| URI United Rentals Inc. | 0.11% | 9,495 | $6.0M | Reduce -0.9% |
| ABT Abbott Laboratories | 0.11% | 42,718 | $5.7M | Reduce -0.3% |
| WMT Walmart Inc. | 0.11% | 64,534 | $5.7M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.10% | 10,439 | $5.4M | Add +8.1% |
| MCD McDonald's Corp. | 0.10% | 16,877 | $5.3M | Add +2.9% |
| CARR Carrier Global Corp. | 0.10% | 79,015 | $5.0M | Reduce -0.1% |
| SNPS Synopsys Inc. | 0.09% | 11,519 | $4.9M | Add +0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 97,770 | $4.9M | Reduce -13.3% |
| CVX Chevron Corp. | 0.09% | 27,589 | $4.6M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 18,195 | $4.5M | Reduce -0.4% |
| NSC Norfolk Southern Corp. | 0.09% | 18,959 | $4.5M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.08% | 14,064 | $4.4M | Reduce -0.5% |
| CEG Constellation Energy | 0.08% | 21,523 | $4.3M | Add +0.5% |
| WSC Willscot Holdings Corp. | 0.08% | 154,370 | $4.3M | Add +1.6% |
| VRSK Verisk Analytics Inc. | 0.08% | 13,275 | $4.0M | Add +0.6% |
| BALL Ball Corp. | 0.07% | 75,223 | $3.9M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.07% | 6,524 | $3.8M | Reduce -1.3% |
| NKE Nike Inc. Class B | 0.06% | 53,502 | $3.4M | Reduce -5.0% |
| CNM Core & Main Inc. Class A | 0.06% | 69,717 | $3.4M | Reduce -0.5% |
| PM Philip Morris International | 0.06% | 20,790 | $3.3M | Reduce -10.8% |
| CI The Cigna Group | 0.06% | 9,805 | $3.2M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.06% | 12,409 | $3.2M | Reduce -16.2% |
| UNP Union Pacific Corp. | 0.06% | 13,468 | $3.2M | Reduce -6.3% |
| CAT Caterpillar Inc. | 0.06% | 8,885 | $2.9M | Reduce -0.2% |
| ALLE Allegion PLC | 0.06% | 22,193 | $2.9M | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.05% | 28,694 | $2.8M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.05% | 16,768 | $2.8M | Reduce -3.1% |
| LIN Linde PLC | 0.05% | 5,849 | $2.7M | Add +4.9% |
| CB Chubb Ltd. | 0.05% | 8,917 | $2.7M | Add +1.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 31,943 | $2.7M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.05% | 9,786 | $2.6M | Reduce -7.2% |
| CET Central Securities Corp. | 0.05% | 56,658 | $2.5M | No change |
| GS Goldman Sachs Group Inc. | 0.05% | 4,614 | $2.5M | Add +0.8% |
| FORGE GLOBAL HOLDINGS INC | 0.05% | 4,449,822 | $2.5M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 4.34% | −1.12 |
| UNH Unitedhealth Group Inc. | Reduce -87.8% | 0.12% | −0.82 |
| NFLX Netflix Inc. | Reduce -20.7% | 3.41% | −0.79 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.47% | −0.68 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -99.4% | 0.00% | −0.60 |
| AAPL Apple Inc. | Reduce -3.6% | 3.07% | −0.60 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 1.02% | −0.29 |
| IQV Iqvia Holdings Inc. | Reduce -2.3% | 1.54% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 3.50% | −0.15 |
| AXP American Express Co. | Reduce -2.5% | 0.68% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -6.3% | 0.51% | −0.11 |
| NVDA Nvidia Corp. | Reduce -5.5% | 0.26% | −0.09 |
| SPGI S&P Global Inc. | Reduce -2.1% | 2.37% | −0.06 |
| TSLA Tesla Inc. | Reduce -16.2% | 0.06% | −0.06 |
| DHR Danaher Corp. | Reduce -3.3% | 0.29% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -13.3% | 0.09% | −0.04 |
| DOV Dover Corp. | Reduce -0.0% | 0.28% | −0.03 |
| AVGO Broadcom Inc. | Reduce -3.1% | 0.05% | −0.02 |
| TT Trane Technologies PLC | Reduce -2.6% | 0.16% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| BF.B Brown-Forman Corp. Class B | Reduce -0.3% | 0.14% | −0.02 |
| INTU Intuit Inc. | Reduce -7.7% | 0.15% | −0.02 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -6.6% | 0.25% | −0.02 |
| CRM Salesforce Inc. | Reduce -7.2% | 0.05% | −0.02 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -5.0% | 0.06% | −0.02 |
| URI United Rentals Inc. | Reduce -0.9% | 0.11% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 3.96% | −0.01 |
| ADBE Adobe Inc. | Reduce -60.0% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.13% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| CNC Centene Corp. | Sold out | 0.00% | −0.01 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.01 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.01 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Reduce -0.1% | 0.10% | −0.01 |
| GBDC Golub Capital BDC Inc. | Reduce -45.5% | 0.01% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -35.2% | 0.01% | −0.01 |
| PGR Progressive Corp. | Reduce -62.1% | 0.01% | −0.01 |
| ORCL Oracle Corp. | Reduce -17.3% | 0.02% | −0.01 |
| TJX TJX Companies Inc. | Reduce -3.9% | 0.14% | −0.01 |
| CSX CSX Corp. | Reduce -11.6% | 0.03% | −0.01 |
| BN Brookfield Corp. | Reduce -59.9% | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -2.9% | 0.04% | −0.01 |
| WMT Walmart Inc. | Reduce -1.3% | 0.11% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.06% | −0.01 |
| SNEJF Sony Group Corp. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.04% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AMT American Tower Corp. | Add +7802.0% | 1.76% | +1.74 |
| CPRT Copart Inc. | New | 1.67% | +1.67 |
| UBER Uber Technologies Inc. | Add +3.0% | 3.21% | +0.57 |
| NSRGY Nestle SA-Spons ADR | Add +2.4% | 1.95% | +0.38 |
| TPL Texas Pacific Land Corp. | Add +0.0% | 2.51% | +0.37 |
| ROP Roper Technologies Inc. | Add +1.8% | 2.35% | +0.27 |
| CFRUY Cie Financiere Rich-Unsp ADR | Add +3.2% | 1.77% | +0.23 |
| DE Deere & Co. | Add +0.9% | 2.50% | +0.21 |
| MNST Monster Beverage Corp. | Add +3.9% | 1.81% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +299.4% | 0.22% | +0.16 |
| MLM Martin Marietta Materials | Add +12.5% | 2.02% | +0.03 |
| ZTS Zoetis Inc. | Add +3.5% | 1.51% | +0.03 |
| BDX Becton Dickinson and Co. | Add +2.9% | 1.90% | +0.03 |
| V Visa Inc. Class A | Add +1.4% | 0.31% | +0.03 |
| MELI MercadoLibre Inc. | Add +3.4% | 0.18% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +0.6% | 2.57% | +0.03 |
| WM Waste Management Inc. | Add +0.5% | 0.19% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.20% | +0.02 |
| BBJP JPMorgan Betabuilders Japan | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +90.8% | 0.02% | +0.01 |
| BBCA JPMorgan Betabuilders Canada | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.09% | +0.01 |
| MCD McDonald's Corp. | Add +2.9% | 0.10% | +0.01 |
| WTM White Mountains Insurance GP | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.14% | +0.01 |
| LIN Linde PLC | Add +4.9% | 0.05% | +0.01 |
| ET Energy Transfer LP | Add +112.0% | 0.01% | +0.01 |
| LRLCY L'oreal-Unsponsored ADR | Add +1.3% | 0.13% | +0.01 |
| BBAX JPMorgan Betabuilders Develo | New | 0.01% | +0.01 |
| SXGCF Southern Cross Gold Consolid | New | 0.00% | +0.00 |
| VRSK Verisk Analytics Inc. | Add +0.6% | 0.08% | +0.00 |
| SONY Sony Group Corp. - SP ADR | New | 0.00% | +0.00 |
| EXE Expand Energy Corp. | New | 0.00% | +0.00 |
| IBDRY Iberdrola SA-Sponsored ADR | New | 0.00% | +0.00 |
| CB Chubb Ltd. | Add +1.6% | 0.05% | +0.00 |
| MCK McKesson Corp. | Add +4.1% | 0.02% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +39.6% | 0.02% | +0.00 |
| CPNG Coupang Inc. | Add +4.8% | 0.13% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +4.9% | 0.01% | +0.00 |
| APO Apollo Global Management Inc. | Add +58.1% | 0.01% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +8.1% | 0.10% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.25% | +0.00 |
| ARCC Ares Capital Corp. | Add +0.7% | 0.01% | 0.00 |
| LH Labcorp Holdings Inc. | Add +1.4% | 0.01% | 0.00 |
| SUA HLDGS LTD F | New | 0.00% | 0.00 |
| TFC Truist Financial Corp. | Add +4.4% | 0.02% | −0.00 |
| MS Morgan Stanley | Add +0.8% | 0.01% | −0.00 |
| ISRG Intuitive Surgical Inc. | Add +2.6% | 0.03% | −0.00 |
| BX Blackstone Inc. | Add +19.9% | 0.04% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.03% | −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 |