Douglass Winthrop Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Douglass Winthrop Advisors, LLC reported 303 stock positions worth $5.7 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.7% of the portfolio, followed by Alphabet Class C (GOOG, 6.4%) and Microsoft (MSFT, 5.9%). Compared with Q2 2025, it opened 33 new positions, sold out of 12, added to 137 and reduced 80. The biggest buy was Linde (LIN, shares +2253%) and the biggest sale Netflix (NFLX, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001308527
- Portfolio Value
- $5.7B (Q3 2025)
- SEC Filing
- 0001308527-25-000007 ↗ filed Nov 13, 2025
Holdings Value
Holdings 303 stocks · $5.7B
| BRK.B Berkshire Hathaway Inc. Class B | 7.75% | 884,805 | $444.8M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 6.42% | 1,512,571 | $368.4M | Reduce -1.7% |
| MSFT Microsoft Corp. | 5.94% | 658,001 | $340.8M | Add +3.3% |
| AMZN Amazon.com Inc. | 4.64% | 1,212,582 | $266.2M | Add +1.9% |
| UBER Uber Technologies Inc. | 3.95% | 2,315,945 | $226.9M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 3.83% | 386,610 | $219.9M | Add +1.4% |
| AAPL Apple Inc. | 3.27% | 736,396 | $187.5M | Add +5.4% |
| COST Costco Wholesale Corp. | 3.13% | 194,335 | $179.9M | Add +0.0% |
| MKL Markel Group Inc. | 2.80% | 84,238 | $161.0M | Add +0.3% |
| FAST Fastenal Co. | 2.76% | 3,235,668 | $158.7M | Reduce -0.8% |
| NFLX Netflix Inc. | 2.61% | 125,187 | $150.1M | Reduce -33.3% |
| MLM Martin Marietta Materials | 2.55% | 232,234 | $146.4M | Add +0.8% |
| AON Aon PLC Class A | 2.50% | 401,900 | $143.3M | Add +1.2% |
| DE Deere & Co. | 2.46% | 309,425 | $141.5M | Add +7.8% |
| TDG Transdigm Group Inc. | 2.39% | 104,314 | $137.5M | Add +1.6% |
| SHW The Sherwin-Williams Co. | 2.36% | 391,586 | $135.6M | Add +0.1% |
| BAM Brookfield Asset Mgmt-A | 2.35% | 2,366,825 | $134.8M | Reduce -1.4% |
| SPGI S&P Global Inc. | 2.08% | 245,460 | $119.5M | Reduce -0.6% |
| CPRT Copart Inc. | 2.01% | 2,568,690 | $115.5M | Add +4.7% |
| MNST Monster Beverage Corp. | 1.90% | 1,622,180 | $109.2M | Reduce -0.0% |
| ROP Roper Technologies Inc. | 1.88% | 216,127 | $107.8M | Add +2.0% |
| CFRUY Cie Financiere Rich-Unsp ADR | 1.83% | 5,512,933 | $105.4M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 1.80% | 424,419 | $103.2M | Reduce -0.1% |
| CNI Canadian Natl Railway Co. | 1.78% | 1,085,209 | $102.3M | Add +0.7% |
| TPL Texas Pacific Land Corp. | 1.77% | 109,011 | $101.8M | Add +6.1% |
| TSCO Tractor Supply Company | 1.62% | 1,638,932 | $93.2M | Add +0.3% |
| NSRGY Nestle SA-Spons ADR | 1.56% | 978,777 | $89.8M | Add +0.3% |
| AMT American Tower Corp. | 1.55% | 463,703 | $89.2M | Add +4.2% |
| NKE Nike Inc. Class B | 1.54% | 1,271,055 | $88.6M | Add +0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.39% | 106 | $79.9M | No change |
| LIN Linde PLC | 1.13% | 136,447 | $64.8M | Add +2252.9% |
| CPNG Coupang Inc. | 0.77% | 1,380,644 | $44.5M | Add +353.7% |
| AXP American Express Co. | 0.76% | 132,209 | $43.9M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.68% | 254,871 | $39.2M | Add +115.3% |
| NVDA Nvidia Corp. | 0.46% | 140,398 | $26.2M | Add +6.2% |
| MRK Merck & Co. Inc. | 0.45% | 308,927 | $25.9M | Add +8.9% |
| TT Trane Technologies PLC | 0.44% | 59,905 | $25.3M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.36% | 66,191 | $20.9M | Add +20.6% |
| JNJ Johnson & Johnson | 0.35% | 107,445 | $19.9M | Add +10.7% |
| V Visa Inc. Class A | 0.33% | 54,939 | $18.8M | Add +20.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 58,908 | $16.5M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 20,613 | $13.7M | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 13,890 | $13.4M | Add +2.2% |
| DOV Dover Corp. | 0.23% | 79,225 | $13.2M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.21% | 108,666 | $12.3M | Add +23.8% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 25,207 | $12.2M | Add +3.5% |
| ABBV Abbvie Inc. | 0.21% | 50,968 | $11.8M | Add +21.5% |
| DHR Danaher Corp. | 0.20% | 58,649 | $11.6M | Reduce -0.6% |
| MELI MercadoLibre Inc. | 0.19% | 4,751 | $11.1M | Reduce -0.6% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.18% | 185,926 | $10.4M | Add +0.9% |
| KO The Coca-Cola Co. | 0.17% | 146,058 | $9.7M | Reduce -2.2% |
| WM Waste Management Inc. | 0.16% | 42,220 | $9.3M | Reduce -0.8% |
| HD Home Depot Inc. | 0.16% | 22,371 | $9.1M | Add +2.1% |
| URI United Rentals Inc. | 0.15% | 9,266 | $8.8M | Add +1.3% |
| ZTS Zoetis Inc. | 0.15% | 59,796 | $8.7M | Reduce -87.5% |
| INTU Intuit Inc. | 0.15% | 12,592 | $8.6M | Reduce -0.8% |
| EADSY Airbus SE - Unsp ADR | 0.15% | 147,261 | $8.6M | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 59,299 | $8.6M | Add +3.8% |
| ADP Automatic Data Processing | 0.14% | 26,849 | $7.9M | Add +10.1% |
| MCO Moody's Corp. | 0.14% | 16,300 | $7.8M | Reduce -1.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.14% | 25,065 | $7.8M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.13% | 25,117 | $7.6M | Add +49.0% |
| LLY Eli Lilly & Co. | 0.13% | 9,752 | $7.4M | Add +13.4% |
| LRLCY L'oreal-Unsponsored ADR | 0.13% | 83,835 | $7.3M | Reduce -5.3% |
| ACN Accenture PLC Class A | 0.12% | 28,944 | $7.1M | Reduce -14.9% |
| CEG Constellation Energy | 0.12% | 21,075 | $6.9M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 24,260 | $6.8M | Add +33.0% |
| WMT Walmart Inc. | 0.12% | 65,685 | $6.8M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.11% | 8,870 | $6.5M | Add +22.6% |
| PEP Pepsico Inc. | 0.11% | 44,460 | $6.2M | Add +13.7% |
| SNPS Synopsys Inc. | 0.11% | 12,497 | $6.2M | Add +2.6% |
| ABT Abbott Laboratories | 0.11% | 45,198 | $6.1M | Add +8.1% |
| TSLA Tesla Inc. | 0.10% | 12,885 | $5.7M | Add +4.6% |
| UNP Union Pacific Corp. | 0.10% | 23,412 | $5.5M | Add +77.5% |
| BF.B Brown-Forman Corp. Class B | 0.10% | 202,253 | $5.5M | Reduce -3.7% |
| CTAS Cintas Corp. | 0.09% | 25,490 | $5.2M | Add +1670.1% |
| NSC Norfolk Southern Corp. | 0.09% | 17,253 | $5.2M | Add +0.1% |
| AVGO Broadcom Inc. | 0.09% | 15,308 | $5.1M | Reduce -2.3% |
| CARR Carrier Global Corp. | 0.08% | 81,181 | $4.8M | Add +6.9% |
| VOO Vanguard S&P 500 ETF | 0.08% | 7,421 | $4.5M | Reduce -23.6% |
| CAT Caterpillar Inc. | 0.07% | 8,821 | $4.2M | Reduce -0.7% |
| ALLE Allegion PLC | 0.07% | 22,212 | $3.9M | Add +0.1% |
| WAB Wabtec Corp. | 0.07% | 19,444 | $3.9M | Add +52.9% |
| CI The Cigna Group | 0.07% | 13,344 | $3.8M | Add +36.1% |
| ORCL Oracle Corp. | 0.07% | 13,574 | $3.8M | Add +114.3% |
| GS Goldman Sachs Group Inc. | 0.07% | 4,760 | $3.8M | Add +4.0% |
| CNM Core & Main Inc. Class A | 0.07% | 69,647 | $3.7M | Add +3.0% |
| SAP Sap SE-Sponsored ADR | 0.07% | 14,010 | $3.7M | New |
| CVX Chevron Corp. | 0.06% | 23,839 | $3.7M | Reduce -11.4% |
| BALL Ball Corp. | 0.06% | 69,132 | $3.5M | Reduce -3.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 31,943 | $3.5M | No change |
| VRSK Verisk Analytics Inc. | 0.06% | 12,955 | $3.3M | Add +1.7% |
| IR Ingersoll-Rand Inc. | 0.06% | 39,123 | $3.2M | Add +0.2% |
| AMGN Amgen Inc. | 0.05% | 11,054 | $3.1M | Reduce -0.8% |
| PM Philip Morris International | 0.05% | 18,288 | $3.0M | Reduce -9.4% |
| CET Central Securities Corp. | 0.05% | 56,658 | $2.9M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 41,455 | $2.8M | Add +338.7% |
| SHOP Shopify Inc. Class A | 0.05% | 18,370 | $2.7M | Reduce -2.6% |
| CB Chubb Ltd. | 0.05% | 9,189 | $2.6M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.05% | 30,652 | $2.6M | Add +6.8% |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -33.3% | 2.61% | −1.92 |
| ZTS Zoetis Inc. | Reduce -87.5% | 0.15% | −1.20 |
| SPGI S&P Global Inc. | Reduce -0.6% | 2.08% | −0.27 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -94.4% | 0.02% | −0.26 |
| FORGE GLOBAL HOLDINGS INC | Sold out | 0.00% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Reduce -72.6% | 0.03% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -42.1% | 0.04% | −0.07 |
| ACN Accenture PLC Class A | Reduce -14.9% | 0.12% | −0.06 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.4% | 2.35% | −0.05 |
| DOV Dover Corp. | Reduce -4.8% | 0.23% | −0.05 |
| TT Trane Technologies PLC | Reduce -2.1% | 0.44% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -0.6% | 0.19% | −0.03 |
| WSC Willscot Holdings Corp. | Reduce -24.3% | 0.04% | −0.03 |
| INTU Intuit Inc. | Reduce -0.8% | 0.15% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.2% | 0.17% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -23.6% | 0.08% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -74.9% | 0.01% | −0.02 |
| MCO Moody's Corp. | Reduce -1.6% | 0.14% | −0.01 |
| PM Philip Morris International | Reduce -9.4% | 0.05% | −0.01 |
| WM Waste Management Inc. | Reduce -0.8% | 0.16% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -33.0% | 0.01% | −0.01 |
| VST Vistra Corp. | Reduce -29.6% | 0.03% | −0.01 |
| BALL Ball Corp. | Reduce -3.8% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -36.9% | 0.02% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -0.5% | 0.14% | −0.01 |
| LRLCY L'oreal-Unsponsored ADR | Reduce -5.3% | 0.13% | −0.01 |
| GBDC Golub Capital BDC Inc. | Sold out | 0.00% | −0.01 |
| NTRS Northern Trust Corp. | Reduce -33.3% | 0.02% | −0.01 |
| DHR Danaher Corp. | Reduce -0.6% | 0.20% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -3.7% | 0.10% | −0.01 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.01 |
| MPLX MPLX LP | Sold out | 0.00% | −0.01 |
| XYZ Block Inc. | Reduce -21.9% | 0.02% | −0.01 |
| UPS United Parcel Service Class B | Reduce -2.3% | 0.02% | −0.01 |
| PAYX Paychex Inc. | Reduce -6.4% | 0.02% | −0.01 |
| CVX Chevron Corp. | Reduce -11.4% | 0.06% | −0.01 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.00 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.00 |
| BNPQY BNP Paribas-ADR | Reduce -11.8% | 0.03% | −0.00 |
| HSY The Hershey Co. | Reduce -58.9% | 0.00% | −0.00 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.00 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.00 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.00 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.00 |
| CB Chubb Ltd. | Reduce -2.2% | 0.05% | −0.00 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.00 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.00 |
| EPD Enterprise Products Partners | Reduce -17.9% | 0.01% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -9.5% | 0.02% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -10.9% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| LIN Linde PLC | Add +2252.9% | 1.13% | +1.08 |
| AAPL Apple Inc. | Add +5.4% | 3.27% | +0.68 |
| CPNG Coupang Inc. | Add +353.7% | 0.77% | +0.61 |
| PG The Procter & Gamble Co. | Add +115.3% | 0.68% | +0.34 |
| MLM Martin Marietta Materials | Add +0.8% | 2.55% | +0.27 |
| MSFT Microsoft Corp. | Add +3.3% | 5.94% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 7.75% | +0.12 |
| CTAS Cintas Corp. | Add +1670.1% | 0.09% | +0.09 |
| JNJ Johnson & Johnson | Add +10.7% | 0.35% | +0.08 |
| NVDA Nvidia Corp. | Add +6.2% | 0.46% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +20.6% | 0.36% | +0.08 |
| TSCO Tractor Supply Company | Add +0.3% | 1.62% | +0.07 |
| SAP Sap SE-Sponsored ADR | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +21.5% | 0.21% | +0.06 |
| MRK Merck & Co. Inc. | Add +8.9% | 0.45% | +0.05 |
| MCD McDonald's Corp. | Add +49.0% | 0.13% | +0.04 |
| XOM Exxon Mobil Corp. | Add +23.8% | 0.21% | +0.04 |
| UNP Union Pacific Corp. | Add +77.5% | 0.10% | +0.04 |
| ORCL Oracle Corp. | Add +114.3% | 0.07% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.2% | 0.23% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +338.7% | 0.05% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +3.5% | 0.21% | +0.03 |
| EFX Equifax Inc. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +613.3% | 0.04% | +0.03 |
| V Visa Inc. Class A | Add +20.1% | 0.33% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +677.2% | 0.04% | +0.03 |
| URI United Rentals Inc. | Add +1.3% | 0.15% | +0.03 |
| TSLA Tesla Inc. | Add +4.6% | 0.10% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +205.5% | 0.04% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +33.0% | 0.12% | +0.02 |
| TJX TJX Companies Inc. | Add +3.8% | 0.15% | +0.02 |
| GE General Electric | Add +73.5% | 0.04% | +0.02 |
| IVV iShares Core S&P 500 ETF | New | 0.02% | +0.02 |
| WAB Wabtec Corp. | Add +52.9% | 0.07% | +0.02 |
| META Meta Platforms Inc. Class A | Add +22.6% | 0.11% | +0.02 |
| CAH Cardinal Health Inc. | New | 0.02% | +0.02 |
| PEP Pepsico Inc. | Add +13.7% | 0.11% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| GLW Corning Inc. | Add +1.0% | 0.04% | +0.01 |
| HD Home Depot Inc. | Add +2.1% | 0.16% | +0.01 |
| SXGCF Southern Cross Gold Consolid | Add +38.7% | 0.04% | +0.01 |
| INTC Intel Corp. | Add +154.2% | 0.02% | +0.01 |
| RPM RPM International Inc. | New | 0.01% | +0.01 |
| MSI Motorola Solutions Inc. | New | 0.01% | +0.01 |
| GUNR NT Mstar GLBL NR ETF | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +196.4% | 0.02% | +0.01 |
| ALLE Allegion PLC | Add +0.1% | 0.07% | +0.01 |
| GEV GE Vernova Inc. | Add +76.3% | 0.02% | +0.01 |
| AXP American Express Co. | Add +1.0% | 0.76% | +0.01 |
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 |