Fiduciary Trust Co
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Fiduciary Trust Co reported 846 stock positions worth $8.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.0% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.5%) and TJX Companies (TJX, 4.8%). Compared with Q2 2025, it opened 58 new positions, sold out of 38, added to 347 and reduced 288. The biggest buy was SS SPDR S&P Regional Bank (KRE, shares +11595%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0000035442
- Portfolio Value
- $8.8B (Q3 2025)
- SEC Filing
- 0001140361-25-042195 ↗ filed Nov 14, 2025
Holdings Value
Holdings 846 stocks · $8.8B
| IVV iShares Core S&P 500 ETF | 11.96% | 1,577,352 | $1.1B | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.50% | 644 | $485.7M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.81% | 2,935,833 | $424.3M | Reduce -0.2% |
| CPNG Coupang Inc. | 4.62% | 12,661,260 | $407.7M | Reduce -0.4% |
| AAPL Apple Inc. | 4.50% | 1,561,192 | $397.5M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.49% | 4,544,065 | $396.7M | Add +1.0% |
| MSFT Microsoft Corp. | 3.96% | 675,270 | $349.8M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 3.31% | 4,877,690 | $292.3M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 2.06% | 749,023 | $182.1M | Reduce -1.2% |
| EPS Wisdomtree US Large Cap Fund | 1.65% | 2,117,542 | $146.0M | Reduce -6.0% |
| EIPX FT Energy Inc. Partners Strat | 1.58% | 5,333,685 | $139.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.56% | 626,943 | $137.7M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.53% | 721,833 | $134.7M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 1,834,894 | $119.7M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.24% | 330,692 | $109.1M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.18% | 330,217 | $104.2M | Reduce -1.2% |
| ESGU iShares ESG Aware MSCI USA | 1.10% | 664,789 | $96.8M | Add +0.4% |
| HD Home Depot Inc. | 1.07% | 233,067 | $94.4M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 1.03% | 372,356 | $90.7M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.87% | 330,386 | $76.5M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.79% | 619,365 | $69.8M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.77% | 356,137 | $67.6M | Reduce -12.1% |
| JNJ Johnson & Johnson | 0.72% | 343,325 | $63.7M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 126,343 | $63.5M | Add +1.5% |
| KBWB Invesco KBW Bank ETF | 0.69% | 777,173 | $60.8M | Reduce -16.1% |
| PG The Procter & Gamble Co. | 0.65% | 375,618 | $57.7M | Add +3.1% |
| ESGD iShares Trust iShares ESG Aw | 0.64% | 610,864 | $56.8M | Add +8.1% |
| MS Morgan Stanley | 0.64% | 357,205 | $56.8M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 447,315 | $53.2M | Reduce -1.1% |
| ABT Abbott Laboratories | 0.57% | 377,273 | $50.5M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 0.57% | 81,635 | $50.0M | Reduce -2.7% |
| V Visa Inc. Class A | 0.56% | 145,572 | $49.7M | Add +2.8% |
| ORCL Oracle Corp. | 0.54% | 169,657 | $47.7M | Add +2.1% |
| KLAC KLA Corp. | 0.52% | 42,868 | $46.2M | Reduce -1.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.52% | 858,781 | $45.5M | Reduce -2.5% |
| CBT Cabot Corp. | 0.46% | 536,728 | $40.8M | Add +0.0% |
| APH Amphenol Corp. Class A | 0.46% | 329,340 | $40.8M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.46% | 43,756 | $40.5M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.46% | 589,282 | $40.3M | Add +1.0% |
| ESML iShares ESG Aware MSCI USA S | 0.44% | 868,826 | $39.2M | Reduce -2.7% |
| KRE SS SPDR S&P Regional Bank | 0.43% | 604,057 | $38.2M | Add +11595.2% |
| WCMI FT WCM International ETF | 0.42% | 2,194,120 | $37.0M | New |
| MRK Merck & Co. Inc. | 0.41% | 432,043 | $36.3M | Add +0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.40% | 648,389 | $35.1M | Add +16.5% |
| MA Mastercard Inc. Class A | 0.39% | 61,039 | $34.7M | Add +5.3% |
| PEP Pepsico Inc. | 0.36% | 228,205 | $32.0M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 48,086 | $32.0M | Reduce -1.8% |
| RTX RTX Corp. | 0.36% | 188,576 | $31.6M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 64,183 | $31.1M | Add +0.3% |
| CAT Caterpillar Inc. | 0.35% | 64,826 | $30.9M | Add +0.3% |
| MCD McDonald's Corp. | 0.34% | 99,859 | $30.3M | Add +3.5% |
| ADP Automatic Data Processing | 0.34% | 103,037 | $30.2M | Add +3.2% |
| AXP American Express Co. | 0.34% | 90,617 | $30.1M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.32% | 37,970 | $27.9M | Add +5.8% |
| RGEF Rockefeller Global Eqty ETF | 0.30% | 898,395 | $26.4M | No change |
| UNP Union Pacific Corp. | 0.27% | 99,467 | $23.5M | Add +5.3% |
| NEE Nextera Energy Inc. | 0.26% | 309,762 | $23.4M | Add +1.9% |
| GS Goldman Sachs Group Inc. | 0.26% | 29,162 | $23.2M | Reduce -1.8% |
| CHD Church & Dwight Co. Inc. | 0.26% | 263,963 | $23.1M | Reduce -4.7% |
| VGT Vanguard Info Tech ETF | 0.26% | 30,197 | $22.5M | Reduce -0.4% |
| CVX Chevron Corp. | 0.25% | 140,938 | $21.9M | Add +6.5% |
| CTRA Coterra Energy Inc. | 0.24% | 908,303 | $21.5M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 64,206 | $21.1M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.23% | 221,803 | $20.7M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.23% | 59,705 | $20.6M | Reduce -10.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 399,848 | $20.4M | Reduce -8.6% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 374,140 | $20.3M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.23% | 77,728 | $20.3M | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.23% | 153,476 | $20.1M | Add +3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 69,601 | $19.6M | Add +2.7% |
| PANW Palo Alto Networks Inc. | 0.22% | 96,084 | $19.6M | Reduce -0.8% |
| ADI Analog Devices Inc. | 0.21% | 74,821 | $18.4M | Add +5.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.20% | 139,847 | $17.6M | Reduce -0.8% |
| STT State Street Corp. | 0.20% | 150,425 | $17.5M | Reduce -0.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.20% | 401,498 | $17.4M | Add +14.0% |
| GLD SPDR Gold Shares | 0.20% | 48,762 | $17.3M | Add +4.5% |
| FAST Fastenal Co. | 0.19% | 344,096 | $16.9M | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.19% | 27,438 | $16.9M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.19% | 66,400 | $16.7M | Reduce -1.7% |
| IWN iShares Russell 2000 Value E | 0.19% | 92,448 | $16.3M | Reduce -1.9% |
| MTD Mettler-Toledo International | 0.18% | 13,242 | $16.3M | Reduce -2.8% |
| SPGI S&P Global Inc. | 0.18% | 33,055 | $16.1M | Add +4.0% |
| WMT Walmart Inc. | 0.18% | 154,868 | $16.0M | Add +1.1% |
| ANET Arista Networks Inc. | 0.18% | 108,381 | $15.8M | Reduce -1.4% |
| SYK Stryker Corp. | 0.17% | 41,714 | $15.4M | Add +2.2% |
| ECL Ecolab Inc. | 0.17% | 55,772 | $15.3M | Reduce -1.4% |
| LIN Linde PLC | 0.17% | 32,037 | $15.2M | Reduce -1.3% |
| IGV iShares Expanded Tech-Softwa | 0.17% | 130,761 | $15.0M | Reduce -1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 297,491 | $14.9M | Add +43.1% |
| KO The Coca-Cola Co. | 0.17% | 224,506 | $14.9M | Add +4.7% |
| AMGN Amgen Inc. | 0.17% | 51,863 | $14.6M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 0.15% | 124,408 | $13.4M | Reduce -3.1% |
| IWB iShares Russell 1000 ETF | 0.15% | 36,668 | $13.4M | No change |
| HON Honeywell International Inc. | 0.15% | 62,626 | $13.2M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 114,278 | $13.1M | Reduce -2.0% |
| LRCX Lam Research Corp. | 0.15% | 97,455 | $13.0M | Reduce -1.0% |
| PH Parker Hannifin Corp. | 0.14% | 16,139 | $12.2M | Add +2.6% |
| VGK Vanguard Ftse Europe ETF | 0.13% | 147,813 | $11.8M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 82,749 | $11.7M | Add +3.0% |
| AMT American Tower Corp. | 0.13% | 59,674 | $11.5M | Reduce -2.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $509K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 7,500 | $509K | No change |
Total filed on the 13F, all lines: $8.8B.
Portfolio Sells Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 3.31% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 1.56% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.1% | 0.77% | −0.14 |
| KBWB Invesco KBW Bank ETF | Reduce -16.1% | 0.69% | −0.13 |
| EPS Wisdomtree US Large Cap Fund | Reduce -6.0% | 1.65% | −0.12 |
| EIPX FT Energy Inc. Partners Strat | Reduce -0.1% | 1.58% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.46% | −0.08 |
| CPNG Coupang Inc. | Reduce -0.4% | 4.62% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -4.7% | 0.26% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 1.36% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.5% | 0.52% | −0.06 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -13.7% | 0.08% | −0.04 |
| JMST JPM Ultra-Short Muni Income | Reduce -8.6% | 0.23% | −0.04 |
| CTRA Coterra Energy Inc. | Reduce -0.5% | 0.24% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.4% | 0.12% | −0.04 |
| AMT American Tower Corp. | Reduce -2.7% | 0.13% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.79% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -4.3% | 0.11% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.0% | 0.15% | −0.03 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -83.4% | 0.01% | −0.03 |
| CARR Carrier Global Corp. | Reduce -1.6% | 0.07% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -0.8% | 0.22% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -10.4% | 0.23% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -9.9% | 0.12% | −0.02 |
| PM Philip Morris International | Reduce -5.2% | 0.08% | −0.02 |
| AIRR First Trust Rba American Ind | Reduce -77.6% | 0.01% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -15.9% | 0.04% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -4.9% | 0.07% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.57% | −0.02 |
| ADBE Adobe Inc. | Reduce -5.6% | 0.07% | −0.02 |
| XLE SS Energy Select Sector | Reduce -46.2% | 0.02% | −0.02 |
| ZTS Zoetis Inc. | Reduce -12.1% | 0.06% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.1% | 0.07% | −0.02 |
| VERV Verve Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 0.09% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Reduce -3.4% | 0.05% | −0.02 |
| MDT Medtronic PLC | Reduce -30.7% | 0.04% | −0.02 |
| INBK First Internet Bancorp | Reduce -8.0% | 0.04% | −0.02 |
| HES Hess Corp. | Sold out | 0.00% | −0.02 |
| AR Antero Resources Corp. | Reduce -1.1% | 0.05% | −0.02 |
| LIN Linde PLC | Reduce -1.3% | 0.17% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.2% | 0.17% | −0.01 |
| ECL Ecolab Inc. | Reduce -1.4% | 0.17% | −0.01 |
| CI The Cigna Group | Reduce -0.3% | 0.06% | −0.01 |
| PSA Public Storage | Reduce -2.9% | 0.10% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.5% | 0.07% | −0.01 |
| AMCR Amcor PLC | Reduce -0.1% | 0.06% | −0.01 |
| MTD Mettler-Toledo International | Reduce -2.8% | 0.18% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 1.18% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| KRE SS SPDR S&P Regional Bank | Add +11595.2% | 0.43% | +0.43 |
| WCMI FT WCM International ETF | New | 0.42% | +0.42 |
| NVDA Nvidia Corp. | Add +1.0% | 1.53% | +0.14 |
| ABBV Abbvie Inc. | Add +0.9% | 0.87% | +0.12 |
| ORCL Oracle Corp. | Add +2.1% | 0.54% | +0.09 |
| JNJ Johnson & Johnson | Add +2.6% | 0.72% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +43.1% | 0.17% | +0.04 |
| CAT Caterpillar Inc. | Add +0.3% | 0.35% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 0.35% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +16.5% | 0.40% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +14.0% | 0.20% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +8.1% | 0.64% | +0.02 |
| HD Home Depot Inc. | Add +0.4% | 1.07% | +0.02 |
| GLD SPDR Gold Shares | Add +4.5% | 0.20% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.02% | +0.02 |
| GAP The Gap Inc. | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +30.4% | 0.13% | +0.02 |
| TSLA Tesla Inc. | Add +7.8% | 0.06% | +0.02 |
| PYLD PIMCO Multisector Bond Actv | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +6.5% | 0.25% | +0.01 |
| GEV GE Vernova Inc. | Add +0.1% | 0.19% | +0.01 |
| GLW Corning Inc. | Add +9.3% | 0.03% | +0.01 |
| GE General Electric | Add +6.1% | 0.09% | +0.01 |
| VNOM Viper Energy Inc. Class A | New | 0.01% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | New | 0.01% | +0.01 |
| INTU Intuit Inc. | Add +39.4% | 0.08% | +0.01 |
| SPOT Spotify Technology SA | Add +218.9% | 0.01% | +0.01 |
| NSC Norfolk Southern Corp. | Add +11.7% | 0.05% | +0.01 |
| TBLL Invesco Short Term Treasury | New | 0.01% | +0.01 |
| TIP iShares Tips Bond ETF | New | 0.01% | +0.01 |
| VYGR Voyager Therapeutics Inc. | Add +28.9% | 0.02% | +0.01 |
| GD General Dynamics Corp. | Add +0.4% | 0.10% | +0.01 |
| BE Bloom Energy Corp. Class A | New | 0.01% | +0.01 |
| CFG Citizens Financial Group | Add +40.1% | 0.02% | +0.01 |
| HPE Hewlett Packard Enterprise | Add +11.3% | 0.03% | +0.01 |
| SYY Sysco Corp. | Add +12.1% | 0.06% | +0.01 |
| DECK Deckers Outdoor Corp. | New | 0.01% | +0.01 |
| PSQ Proshares Short QQQ | Add +35.8% | 0.05% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.2% | 0.04% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.9% | 0.26% | +0.01 |
| CVLT Commvault Systems Inc. | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +27.4% | 0.02% | +0.01 |
| FNB FNB Corp. | New | 0.01% | +0.01 |
| OTF Blue Owl Technology Finance | Add +200.0% | 0.01% | +0.01 |
| SMTC Semtech Corp. | New | 0.00% | +0.00 |
| INTC Intel Corp. | Add +1.1% | 0.02% | +0.00 |
| VABK Virginia National Bankshares | New | 0.00% | +0.00 |
| AVAV Aerovironment Inc. | New | 0.00% | +0.00 |
| AUB Atlantic Union Bankshares Co. | Add +132.2% | 0.01% | +0.00 |
| FITB Fifth Third Bancorp | Add +33.9% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 891 | $9.2B | IVV, BRK.A, IEFA, TJX, AAPL |
| Q1 2026 | 864 | $8.5B | IVV, BRK.A, TJX, IEFA, AAPL |
| Q4 2025 | 856 | $8.8B | IVV, BRK.A, TJX, AAPL, IEFA |
| Q3 2025 | 846 | $8.8B | IVV, BRK.A, TJX, CPNG, AAPL |
| Q2 2025 | 826 | $8.1B | IVV, BRK.A, CPNG, IEFA, TJX |
| Q1 2025 | 816 | $7.6B | IVV, BRK.A, TJX, AAPL, IEFA |
| Q4 2024 | 687 | $7.6B | IVV, BRK.A, AAPL, TJX, IEFA |
| Q3 2024 | 654 | $7.2B | IVV, AAPL, IEFA, CPNG, TJX |
| Q2 2024 | 629 | $6.7B | IVV, AAPL, TJX, MSFT, IEFA |
| Q1 2024 | 642 | $6.5B | IVV, MSFT, IEFA, TJX, AAPL |