LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Registered adviser

CIK

932974

Location

BOSTON, MA

Portfolio Value

Large $10,837,791,621

Diversification

Diversified

Filing Date

Global Rank

#528 / 8,828 ▼ 46 · as of Jun 2026

Top Industry

Internet Content & Information 11.4%

Period ended 42 days ago

Filed Oct 23, 2026 · 19d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 107153

Roster of Nov 1, 2026

Regulatory AUM

$12,835,550,894

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$12,835,550,894	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$12,913,949,641	Individuals and high net worth (94%)
Apr 2024 to Mar 2025	$11,611,790,589	Individuals and high net worth (94%)
May 2023 to Mar 2024	$9,688,406,762	Individuals and high net worth (94%)
Apr 2023	$9,688,406,762	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$12,619,340,883	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 49.2%, 28.1 effective positions, active share 60.9% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

7.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 25.5 quarters (12+), a floor since 95.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.9%; sector active share 19.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

562 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.4%

−1.0 pts

Top 5

34.5%

+1.4 pts

Top 10

50.4%

+1.2 pts

HHI

370

Diversified+14

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$3,620,741,512	82
Healthcare	16.4%	$1,780,607,370	68
Communication Services	11.4%	$1,230,535,550	17
Consumer Cyclical	11.0%	$1,189,321,342	44
Financial Services	10.9%	$1,184,331,569	67
Industrials	5.7%	$614,465,595	74
Consumer Defensive	4.7%	$512,214,585	32
Energy	2.6%	$286,180,506	33
Real Estate	1.6%	$177,455,262	15
Unclassified	1.6%	$169,161,249	96
Basic Materials	0.6%	$65,580,636	18
Utilities	0.1%	$7,196,445	16

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WSE	Wise Group plc	+392,895	4,771,451	$54,346,826
AVGO	Broadcom Inc.	+123,677	194,833	$68,423,401
ISRG	Intuitive Surgical Inc	+96,938	138,050	$56,135,271
DKS	Dick's Sporting Goods, Inc.	+88,685	278,315	$37,374,921
CSL	Carlisle Companies Inc	+34,280	212,610	$68,496,562
NXT	Nextpower Inc.	+27,004	27,504	$2,143,386
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+19,563	24,208	$11,043,446
V	Visa Inc.	+19,213	625,694	$224,830,624
ADI	Analog Devices Inc	+16,847	230,612	$91,486,084
LLY	ELI LILLY & Co	+16,204	75,984	$87,919,566
APH	Amphenol Corp	+15,152	22,377	$1,886,381
NXPI	NXP Semiconductors N.V.	+14,509	966,564	$229,587,945
VEU	Vanguard International Equity Index Funds	+10,190	22,643	$1,878,689
NVDA	Nvidia Corp	+9,554	1,911,475	$436,542,659
ASML	Asml Holding NV	+9,120	74,046	$134,146,915
UNP	Union Pacific Corp	+5,275	248,382	$67,592,192
ECL	Ecolab Inc.	+4,992	121,571	$33,380,964
IVV	iShares Core S&P 500 ETF	+4,898	8,112	$6,212,575
META	Meta Platforms, Inc.	+3,311	277,550	$201,273,708
SLV	iShares Silver Trust	+2,920	3,805	$207,410
NEE	Nextera Energy Inc	+2,806	59,368	$4,496,532
VEA	Vanguard FTSE Developed Markets ETF	+2,424	18,605	$1,313,699
SNPS	Synopsys Inc	+2,421	353,913	$153,930,919
SYK	Stryker Corp	+2,209	1,157,166	$318,671,943
HASI	HA Sustainable Infrastructure Capital, Inc.	+1,904	81,500	$2,919,330
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−462,307	310,349	$3,776,946
NKE	NIKE, Inc.	−354,003	320,822	$11,357,098
PAYC	Paycom Software, Inc.	−326,111	400,139	$87,090,253
FISV	Fiserv Inc	−255,451	2,047,041	$92,485,310
BR	Broadridge Financial Solutions, Inc.	−135,815	84,730	$13,650,003
QCOM	Qualcomm Inc	−120,746	447,344	$82,329,189
AMT	American Tower Corp	−65,751	1,065,661	$174,438,048
WEX	WEX Inc.	−46,862	320,476	$54,064,300
TMO	Thermo Fisher Scientific Inc.	−37,141	454,341	$306,702,890
ABT	Abbott Laboratories	−35,566	1,530,620	$151,271,172
LOW	Lowes Companies Inc	−35,127	271,044	$49,950,698
ADBE	Adobe Inc.	−33,245	136,309	$32,705,980
CHD	Church & Dwight Co Inc	−30,856	1,018,691	$95,981,066
GOOGL	Alphabet Inc.	−29,382	2,791,376	$960,456,652
VEEV	Veeva Systems Inc	−28,763	764,479	$218,220,529
REGN	Regeneron Pharmaceuticals, Inc.	−26,114	39,761	$30,149,573
SBUX	Starbucks Corp	−25,148	763,502	$71,738,647
CRM	Salesforce, Inc.	−22,819	28,678	$6,583,607
INTU	Intuit Inc.	−19,467	1,020,622	$281,395,690
AMZN	Amazon Com Inc	−18,295	2,230,027	$555,611,226
TKR	Timken Co	−16,695	35,715	$4,169,726
ROP	Roper Technologies Inc	−16,259	7,918	$2,766,628
AAPL	Apple Inc.	−15,686	1,430,390	$476,348,477
MSFT	Microsoft Corp	−14,724	1,832,766	$940,025,680
ORLY	O Reilly Automotive Inc	−13,416	687,861	$58,750,207
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MBGL	Mobility Global Inc.	2,949	$50,575
RWR	State Street(R) SPDR(R) Dow Jones(R) REIT ETF	299	$31,371
ESGD	iShares ESG Aware MSCI EAFE ETF	297	$30,605
IJS	iShares S&P Small-Cap 600 Value ETF	200	$25,620
DBC	Invesco DB Commodity Index Tracking Fund	600	$19,392
HEI	Heico Corp	24	$7,276
TIP	iShares TIPS Bond ETF	50	$5,202
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	60	$4,584
VMRK	Vivmark Residential	69	$4,192
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VB	Vanguard Index Funds	1,205	$365,259
VAL	Valaris Ltd	5,000	$363,000
MDB	MongoDB, Inc.	380	$127,642
KR	Kroger Co	252	$13,993
T	At&T Inc.	600	$12,420
LULU	lululemon athletica inc.	100	$11,418
VSNT	Versant Media Group, Inc.	215	$7,742
—		250	$6,220
RELX	Relx PLC	146	$4,623
—		12	$2,460
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

562 tracked positions · $10,837,791,621 total · filing declares 660 positions · $10,841,607,706 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 562 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	2,791,376	-29,382	$960,456,652	−4.7%	8.86%
MSFT	Microsoft Corp Technology	Reduced	1,832,766	-14,724	$940,025,680	+36.4%	8.67%
MA	Mastercard Inc Financial Services	Reduced	1,371,231	-8,348	$756,192,757	+6.7%	6.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,230,027	-18,295	$555,611,226	+3.7%	5.13%
AAPL	Apple Inc. Technology	Reduced	1,430,390	-15,686	$476,348,477	+13.8%	4.40%
NVDA	Nvidia Corp Technology	Added	1,911,475	+9,554	$436,542,659	+14.7%	4.03%
DHR	Danaher Corp Healthcare	Reduced	1,671,318	-6,074	$370,280,500	+15.9%	3.42%
SYK	Stryker Corp Healthcare	Added	1,157,166	+2,209	$318,671,943	−12.4%	2.94%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	454,341	-37,141	$306,702,890	+24.5%	2.83%
INTU	Intuit Inc. Technology	Reduced	1,020,622	-19,467	$281,395,690	+3.7%	2.60%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	2,037,185	-13,028	$269,539,946	−13.2%	2.49%
NOW	ServiceNow, Inc. Technology	Added	1,747,393	+588	$234,168,134	+35.0%	2.16%
NXPI	NXP Semiconductors N.V. Technology	Added	966,564	+14,509	$229,587,945	−14.2%	2.12%
V	Visa Inc. Financial Services	Added	625,694	+19,213	$224,830,624	+8.1%	2.07%
VEEV	Veeva Systems Inc Healthcare	Reduced	764,479	-28,763	$218,220,529	+55.0%	2.01%
COST	Costco Wholesale Corp Consumer Defensive	Added	234,304	+313	$213,296,302	−2.6%	1.97%
META	Meta Platforms, Inc. Communication Services	Added	277,550	+3,311	$201,273,708	+30.3%	1.86%
PH	Parker-Hannifin Corp Industrials	Reduced	204,004	-894	$194,909,500	−2.7%	1.80%
EOG	Eog Resources Inc Energy	Added	1,401,875	+716	$193,122,298	+6.2%	1.78%
AMT	American Tower Corp Real Estate	Reduced	1,065,661	-65,751	$174,438,048	−5.7%	1.61%
ADP	Automatic Data Processing Inc Technology	Reduced	597,277	-3,887	$154,133,301	+14.5%	1.42%
SNPS	Synopsys Inc Technology	Added	353,913	+2,421	$153,930,919	−1.8%	1.42%
ABT	Abbott Laboratories Healthcare	Reduced	1,530,620	-35,566	$151,271,172	+6.4%	1.40%
CNI	Canadian National Railway Co Industrials	Reduced	1,246,556	-4,897	$148,215,508	−0.7%	1.37%
ASML	Asml Holding NV Technology	Added	74,046	+9,120	$134,146,915	+3.9%	1.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	239,952	-423	$119,484,097	−0.7%	1.10%
CHD	Church & Dwight Co Inc Consumer Defensive	Reduced	1,018,691	-30,856	$95,981,066	−5.6%	0.89%
FISV	Fiserv Inc	Reduced	2,047,041	-255,451	$92,485,310	−18.1%	0.85%
ADI	Analog Devices Inc Technology	Added	230,612	+16,847	$91,486,084	+7.8%	0.84%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	463,128	-10,295	$88,374,084	+3.2%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	75,984	+16,204	$87,919,566	+22.6%	0.81%
PAYC	Paycom Software, Inc. Technology	Reduced	400,139	-326,111	$87,090,253	−4.6%	0.80%
QCOM	Qualcomm Inc Technology	Reduced	447,344	-120,746	$82,329,189	−21.6%	0.76%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	763,502	-25,148	$71,738,647	−11.0%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	243,324	-2,074	$69,223,244	−20.0%	0.64%
CSL	Carlisle Companies Inc Industrials	Added	212,610	+34,280	$68,496,562	+5.9%	0.63%
AVGO	Broadcom Inc. Technology	Added	194,833	+123,677	$68,423,401	+154.6%	0.63%
UNP	Union Pacific Corp Industrials	Added	248,382	+5,275	$67,592,192	+2.2%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	249,622	-3,153	$66,084,928	+2.9%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	415,006	-2,136	$60,292,071	−1.4%	0.56%
XOM	ExxonMobil Holdings Corp Energy	Reduced	370,253	-2,342	$60,258,675	+18.3%	0.56%
IDXX	Idexx Laboratories Inc Healthcare	Reduced	114,834	-2,361	$59,965,166	−2.8%	0.55%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	687,861	-13,416	$58,750,207	−9.0%	0.54%
ISRG	Intuitive Surgical Inc Healthcare	Added	138,050	+96,938	$56,135,271	+243.3%	0.52%
GOOG	Alphabet Inc. Communication Services	Reduced	162,049	-6,554	$55,216,576	−7.3%	0.51%
WSE	Wise Group plc Technology	Added	4,771,451	+392,895	$54,346,826	+4.2%	0.50%
WEX	WEX Inc. Technology	Reduced	320,476	-46,862	$54,064,300	+4.3%	0.50%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	271,044	-35,127	$49,950,698	−26.0%	0.46%
MRK	Merck & Co., Inc. Healthcare	Reduced	329,146	-3,589	$47,828,205	+11.9%	0.44%
VLTO	Veralto Corp Industrials	Reduced	421,506	-5,007	$39,756,445	+5.1%	0.37%

Showing the top 50 of 562 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.