Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 526 stock positions worth $11.4 billion. Its top holding was Microsoft (MSFT) at 8.5% of the portfolio, followed by Mastercard Class A (MA, 7.0%) and Alphabet Class A (GOOGL, 6.7%). Compared with Q2 2025, it opened 43 new positions, sold out of 34, added to 77 and reduced 163. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale American Tower (AMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $11.4B (Q3 2025)
- SEC Filing
- 0000932974-25-000013 ↗ filed Oct 24, 2025
Holdings Value
Holdings 526 stocks · $11.4B
| MSFT Microsoft Corp. | 8.46% | 1,851,757 | $964.0M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 6.98% | 1,386,151 | $795.3M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 6.69% | 3,012,702 | $762.5M | Reduce -1.2% |
| INTU Intuit Inc. | 5.51% | 927,420 | $628.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 4.27% | 2,201,561 | $486.7M | Reduce -0.6% |
| SYK Stryker Corp. | 3.89% | 1,157,924 | $443.6M | Reduce -0.7% |
| DHR Danaher Corp. | 3.26% | 1,668,285 | $371.6M | Reduce -0.3% |
| AAPL Apple Inc. | 3.25% | 1,428,893 | $370.9M | Reduce -2.4% |
| FISV Fiserv Inc. | 3.18% | 2,921,333 | $362.1M | Add +3.9% |
| NVDA Nvidia Corp. | 2.82% | 1,765,585 | $321.6M | Add +3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.78% | 2,221,686 | $316.4M | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 2.72% | 542,687 | $310.4M | Reduce -0.5% |
| NOW ServiceNow Inc. | 2.58% | 313,215 | $294.2M | Add +4.0% |
| AMT American Tower Corp. | 2.30% | 1,377,912 | $262.2M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 2.00% | 241,596 | $227.6M | Add +0.4% |
| NXPI NXP Semiconductors NV | 1.88% | 971,909 | $214.5M | Add +0.1% |
| ABT Abbott Laboratories | 1.85% | 1,669,794 | $211.0M | Reduce -0.9% |
| V Visa Inc. Class A | 1.74% | 574,043 | $198.6M | Add +2.6% |
| PAYC Paycom Software Inc. | 1.67% | 949,410 | $190.1M | Reduce -1.2% |
| VEEV Veeva Systems Inc. Class A | 1.64% | 642,602 | $187.3M | Add +5.5% |
| ADBE Adobe Inc. | 1.59% | 511,902 | $181.3M | Reduce -12.4% |
| ADP Automatic Data Processing | 1.56% | 630,586 | $177.5M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.43% | 221,330 | $162.5M | Add +0.3% |
| PH Parker Hannifin Corp. | 1.40% | 207,954 | $159.3M | Reduce -0.5% |
| EOG EOG Resources Inc. | 1.34% | 1,416,204 | $153.1M | Add +0.0% |
| SNPS Synopsys Inc. | 1.22% | 303,740 | $138.5M | Add +36.5% |
| CNI Canadian Natl Railway Co. | 1.17% | 1,392,998 | $133.7M | Reduce -2.3% |
| CHD Church & Dwight Co. Inc. | 0.93% | 1,218,746 | $105.7M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 212,600 | $104.2M | Reduce -0.2% |
| ROP Roper Technologies Inc. | 0.90% | 213,124 | $102.3M | Reduce -1.3% |
| HD Home Depot Inc. | 0.87% | 256,682 | $98.8M | Reduce -0.5% |
| IDXX Idexx Laboratories Inc. | 0.71% | 127,111 | $81.2M | Reduce -3.5% |
| LOW Lowe's Cos Inc. | 0.71% | 329,966 | $80.5M | Reduce -1.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.68% | 1,426,437 | $77.2M | Add +9.2% |
| PM Philip Morris International | 0.68% | 488,040 | $77.0M | Reduce -0.1% |
| WEX Wex Inc. | 0.67% | 475,427 | $76.1M | Reduce -38.1% |
| SBUX Starbucks Corp. | 0.66% | 877,339 | $75.0M | Add +2.8% |
| ORLY O'reilly Automotive Inc. | 0.63% | 731,112 | $71.8M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.53% | 400,340 | $60.9M | Reduce -1.4% |
| BR Broadridge Financial Solutio | 0.52% | 254,093 | $59.0M | Reduce -1.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.48% | 53,073 | $55.0M | Add +6.2% |
| REGN Regeneron Pharmaceuticals | 0.46% | 91,727 | $52.8M | Reduce -8.2% |
| UNP Union Pacific Corp. | 0.46% | 238,347 | $52.4M | Reduce -1.3% |
| CRM Salesforce Inc. | 0.46% | 204,136 | $52.1M | Reduce -35.8% |
| JNJ Johnson & Johnson | 0.45% | 266,205 | $51.2M | Reduce -1.3% |
| NKE Nike Inc. Class B | 0.45% | 735,248 | $51.2M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.41% | 185,712 | $47.1M | Add +0.6% |
| ADI Analog Devices Inc. | 0.41% | 193,482 | $47.1M | Add +1.4% |
| VLTO Veralto Corp. | 0.41% | 448,386 | $47.0M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.38% | 377,751 | $43.8M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 0.37% | 248,268 | $42.2M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.31% | 115,048 | $35.3M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.28% | 214,147 | $32.4M | Reduce -2.3% |
| DKS Dick's Sporting Goods Inc. | 0.28% | 142,028 | $32.4M | Add +13.0% |
| MRK Merck & Co. Inc. | 0.28% | 363,801 | $31.7M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.21% | 96,028 | $24.0M | Reduce -4.5% |
| ROST Ross Stores Inc. | 0.19% | 140,792 | $22.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.19% | 73,326 | $21.6M | Reduce -3.0% |
| ALGN Align Technology Inc. | 0.18% | 150,956 | $20.5M | Reduce -7.2% |
| CBT Cabot Corp. | 0.18% | 286,044 | $20.3M | No change |
| MSCI MSCI Inc. | 0.16% | 33,729 | $18.2M | Add +4.5% |
| AMGN Amgen Inc. | 0.15% | 57,459 | $16.8M | Reduce -4.1% |
| ANET Arista Networks Inc. | 0.14% | 103,947 | $15.9M | No change |
| ABBV Abbvie Inc. | 0.13% | 64,430 | $14.7M | Add +7.1% |
| HDB HDFC Bank Ltd.-ADR | 0.12% | 383,206 | $14.0M | Reduce -0.7% |
| RTX RTX Corp. | 0.11% | 72,230 | $13.0M | Reduce -6.3% |
| ECL Ecolab Inc. | 0.11% | 45,305 | $12.5M | Reduce -6.8% |
| WSO Watsco Inc. | 0.11% | 33,569 | $12.1M | Reduce -0.3% |
| CVX Chevron Corp. | 0.10% | 71,403 | $11.2M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.10% | 13,191 | $10.8M | Add +30.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 187,772 | $9.7M | Add +7.5% |
| AVGO Broadcom Inc. | 0.08% | 27,834 | $9.6M | Add +26.3% |
| ITW Illinois Tool Works | 0.08% | 36,396 | $9.4M | Add +1.3% |
| ROK Rockwell Automation Inc. | 0.07% | 22,853 | $8.2M | Reduce -10.8% |
| KO The Coca-Cola Co. | 0.07% | 113,716 | $8.0M | Reduce -0.3% |
| WMT Walmart Inc. | 0.07% | 72,200 | $7.7M | Reduce -12.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 11,020 | $7.4M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 19,636 | $6.5M | Reduce -7.1% |
| CL Colgate-Palmolive Co. | 0.06% | 82,611 | $6.5M | Add +26.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 112,021 | $6.0M | Reduce -5.3% |
| CTAS Cintas Corp. | 0.05% | 28,374 | $5.5M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 48,224 | $5.5M | Add +16.0% |
| DE Deere & Co. | 0.05% | 11,518 | $5.4M | Add +0.4% |
| APD Air Products & Chemicals Inc. | 0.05% | 20,875 | $5.3M | Reduce -1.5% |
| ISRG Intuitive Surgical Inc. | 0.05% | 9,341 | $5.1M | Add +35.4% |
| COP Conocophillips | 0.04% | 54,798 | $4.9M | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.04% | 53,817 | $4.5M | Reduce -2.5% |
| HON Honeywell International Inc. | 0.04% | 19,922 | $4.4M | Reduce -5.8% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 14,151 | $4.3M | Reduce -0.9% |
| NSC Norfolk Southern Corp. | 0.04% | 15,138 | $4.3M | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.04% | 8,850 | $4.3M | Add +68.2% |
| ZTS Zoetis Inc. | 0.04% | 28,288 | $4.1M | Reduce -4.5% |
| NFLX Netflix Inc. | 0.03% | 3,491 | $3.9M | Add +172.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 13,571 | $3.9M | No change |
| PAYX Paychex Inc. | 0.03% | 28,852 | $3.6M | Reduce -3.4% |
| CSCO Cisco Systems Inc. | 0.03% | 50,964 | $3.6M | No change |
| CB Chubb Ltd. | 0.03% | 12,552 | $3.6M | Add +40.1% |
| COF Capital One Financial Corp. | 0.03% | 16,107 | $3.5M | Reduce -9.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 5,455 | $3.3M | Reduce -0.2% |
| MS Morgan Stanley | 0.03% | 20,352 | $3.2M | Reduce -3.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $19K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 905 | $19K | No change |
Total filed on the 13F, all lines: $11.4B.
Portfolio Sells Q2 2025 → Q3 2025
| AMT American Tower Corp. | Reduce -1.0% | 2.30% | −0.42 |
| ADBE Adobe Inc. | Reduce -12.4% | 1.59% | −0.41 |
| WEX Wex Inc. | Reduce -38.1% | 0.67% | −0.33 |
| CRM Salesforce Inc. | Reduce -35.8% | 0.46% | −0.31 |
| PAYC Paycom Software Inc. | Reduce -1.2% | 1.67% | −0.30 |
| SYK Stryker Corp. | Reduce -0.7% | 3.89% | −0.19 |
| ROP Roper Technologies Inc. | Reduce -1.3% | 0.90% | −0.18 |
| ADP Automatic Data Processing | Reduce -1.2% | 1.56% | −0.18 |
| ABT Abbott Laboratories | Reduce -0.9% | 1.85% | −0.17 |
| FDS Factset Research Systems Inc. | Reduce -75.0% | 0.03% | −0.14 |
| CHD Church & Dwight Co. Inc. | Reduce -3.0% | 0.93% | −0.14 |
| CNI Canadian Natl Railway Co. | Reduce -2.3% | 1.17% | −0.14 |
| PM Philip Morris International | Reduce -0.1% | 0.68% | −0.11 |
| ALGN Align Technology Inc. | Reduce -7.2% | 0.18% | −0.09 |
| ACN Accenture PLC Class A | Reduce -4.5% | 0.21% | −0.06 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.05 |
| HASI Ha Sustainable Infrastructur | Reduce -72.5% | 0.02% | −0.04 |
| COR Cencora Inc. | Reduce -96.6% | 0.00% | −0.04 |
| BR Broadridge Financial Solutio | Reduce -1.7% | 0.52% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.53% | −0.04 |
| SEM Select Medical Holdings Corp. | Reduce -90.7% | 0.00% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -74.1% | 0.01% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.46% | −0.03 |
| WSO Watsco Inc. | Reduce -0.3% | 0.11% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 4.27% | −0.02 |
| NKE Nike Inc. Class B | Reduce -2.1% | 0.45% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.3% | 0.05% | −0.02 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -76.4% | 0.00% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -40.8% | 0.02% | −0.02 |
| CON Concentra Group Holdings Par | Sold out | 0.00% | −0.01 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.01 |
| VLTO Veralto Corp. | Reduce -5.4% | 0.41% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.7% | 0.12% | −0.01 |
| CTAS Cintas Corp. | Reduce -0.2% | 0.05% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 6.98% | −0.01 |
| PAYX Paychex Inc. | Reduce -3.4% | 0.03% | −0.01 |
| ECL Ecolab Inc. | Reduce -6.8% | 0.11% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.5% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -5.8% | 0.04% | −0.01 |
| ZTS Zoetis Inc. | Reduce -4.5% | 0.04% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.19% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -28.0% | 0.00% | −0.00 |
| BALL Ball Corp. | Reduce -18.7% | 0.01% | −0.00 |
| ROK Rockwell Automation Inc. | Reduce -10.8% | 0.07% | −0.00 |
| WMT Walmart Inc. | Reduce -12.0% | 0.07% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -13.5% | 0.01% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -40.1% | 0.00% | −0.00 |
| BF.B Brown-Forman Corp. Class B | Reduce -69.8% | 0.00% | −0.00 |
| EQIX Equinix Inc. | Reduce -51.3% | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +3.4% | 2.82% | +0.44 |
| SNPS Synopsys Inc. | Add +36.5% | 1.22% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.2% | 0.48% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.41% | +0.12 |
| VEEV Veeva Systems Inc. Class A | Add +5.5% | 1.64% | +0.09 |
| DKS Dick's Sporting Goods Inc. | Add +13.0% | 0.28% | +0.06 |
| AVGO Broadcom Inc. | Add +26.3% | 0.08% | +0.03 |
| ABBV Abbvie Inc. | Add +7.1% | 0.13% | +0.03 |
| LLY Eli Lilly & Co. | Add +30.8% | 0.10% | +0.03 |
| NFLX Netflix Inc. | Add +172.9% | 0.03% | +0.02 |
| SHOP Shopify Inc. Class A | Add +955.3% | 0.02% | +0.02 |
| BX Blackstone Inc. | Add +1118.2% | 0.02% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +13607.0% | 0.02% | +0.02 |
| GIL Gildan Activewear Inc. | New | 0.01% | +0.01 |
| SPGI S&P Global Inc. | Add +68.2% | 0.04% | +0.01 |
| BAC Bank of America Corp. | Add +7.5% | 0.09% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +35.4% | 0.05% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +430.9% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | Add +1.4% | 0.41% | +0.01 |
| FICO Fair Isaac Corp. | New | 0.01% | +0.01 |
| FNF Fidelity National Financial | Add +745.2% | 0.01% | +0.01 |
| CPRT Copart Inc. | Add +21593.8% | 0.01% | +0.01 |
| OTEX Open Text Corp. | New | 0.01% | +0.01 |
| TDG Transdigm Group Inc. | Add +311.7% | 0.01% | +0.01 |
| AER Aercap Holdings NV | New | 0.01% | +0.01 |
| SPOT Spotify Technology SA | Add +4234.3% | 0.01% | +0.01 |
| RNR Renaissancere Holdings Ltd. | New | 0.01% | +0.01 |
| LH Labcorp Holdings Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| RBA RB Global Inc. | New | 0.01% | +0.01 |
| CB Chubb Ltd. | Add +40.1% | 0.03% | +0.01 |
| WMG Warner Music Group Corp. Class A | New | 0.01% | +0.01 |
| NXPI NXP Semiconductors NV | Add +0.1% | 1.88% | +0.01 |
| BSX Boston Scientific Corp. | Add +679.2% | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | New | 0.01% | +0.01 |
| CCI Crown Castle Inc. | Add +614.6% | 0.01% | +0.01 |
| OMC Omnicom Group | Add +1041.7% | 0.01% | +0.01 |
| BDX Becton Dickinson and Co. | Add +79.5% | 0.01% | +0.01 |
| BN Brookfield Corp. | New | 0.01% | +0.01 |
| STT State Street Corp. | Add +25.3% | 0.03% | +0.01 |
| ACGL Arch Capital Group Ltd. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +253.1% | 0.01% | +0.01 |
| WWD Woodward Inc. | New | 0.01% | +0.01 |
| PPG PPG Industries Inc. | New | 0.01% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| HBI Hanesbrands Inc. | New | 0.01% | +0.01 |
| MDT Medtronic PLC | Add +669.0% | 0.01% | +0.01 |
| TEL Te Connectivity PLC | Add +125.2% | 0.01% | +0.01 |
| XYL Xylem Inc. | Add +92.7% | 0.01% | +0.01 |
| HAS Hasbro Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 563 | $10.3B | GOOGL, MA, MSFT, AMZN, AAPL |
| Q1 2026 | 558 | $10.0B | GOOGL, MA, MSFT, AMZN, SYK |
| Q4 2025 | 532 | $11.0B | GOOGL, MSFT, MA, AMZN, INTU |
| Q3 2025 | 526 | $11.4B | MSFT, MA, GOOGL, INTU, AMZN |
| Q2 2025 | 517 | $11.3B | MSFT, MA, INTU, GOOGL, AMZN |
| Q1 2025 | 559 | $10.3B | MA, MSFT, FISV, INTU, GOOGL |
| Q4 2024 | 559 | $11.6B | MSFT, MA, FISV, GOOGL, INTU |
| Q3 2024 | 570 | $11.2B | MSFT, MA, FISV, INTU, GOOGL |
| Q2 2024 | 550 | $10.9B | MSFT, MA, INTU, GOOGL, FISV |
| Q1 2024 | 562 | $10.1B | MSFT, MA, INTU, GOOGL, FISV |