Filed: 1/24/2025ACC: 0001534866-25-000002
📋 What this filing means
BOSTON TRUST WALDEN CORP filed this quarterly 13F‑HR report disclosing 379 equity positions with a total reported market value of $14.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
379
Positions
$14.25B
Total AUM (reported)
126.57M
Total Shares
Allocation by class
COMMON STOCK$14.17B99.4%
ETF - EQ$56.52M0.4%
ETF - INTL$25.79M0.2%
ETF - FI$470.4K0.0%
Portfolio Concentration
Top 3$1.26B8.8%
4–10$1.41B9.9%
11–25$2.04B14.3%
Rest$9.55B67.0%
Top 3 weight
8.8%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 126.57M
Sole
Full voting authority
110.56M
shares
% of voting shares87.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.01M
shares
% of voting shares12.6%
Investment Discretion (by position count)
Sole0
Shared0
Other379
Dominant voting typeSole · 87.4% of voting shares
Institutional Holdings379
Rows:
MICROSOFT CORP
DFNDShares1.25M
TypeSH
Market value$528.39M
3.71%
Sole
1.13M
Shared
0.00
None
121.78K
APPLE INC
DFNDShares1.86M
TypeSH
Market value$464.86M
3.26%
Sole
1.71M
Shared
0.00
None
149.94K
ALPHABET INC-A
DFNDShares1.39M
TypeSH
Market value$262.78M
1.84%
Sole
1.09M
Shared
0.00
None
294.35K
JPMORGAN CHASE & CO
DFNDShares1.03M
TypeSH
Market value$246.33M
1.73%
Sole
869.01K
Shared
0.00
None
158.59K
ALPHABET INC-CL C
DFNDShares1.17M
TypeSH
Market value$222.25M
1.56%
Sole
1.16M
Shared
0.00
None
3.40K
ACCENTURE PLC-CL A
DFNDShares612.45K
TypeSH
Market value$215.45M
1.51%
Sole
553.17K
Shared
0.00
None
59.28K
VISA INC
DFNDShares669.92K
TypeSH
Market value$211.72M
1.49%
Sole
592.41K
Shared
0.00
None
77.51K
DONALDSON CO INC
DFNDShares2.65M
TypeSH
Market value$178.47M
1.25%
Sole
2.37M
Shared
0.00
None
283.73K
APTARGROUP INC
DFNDShares1.13M
TypeSH
Market value$178.11M
1.25%
Sole
1.03M
Shared
0.00
None
99.01K
JOHNSON & JOHNSON
DFNDShares1.09M
TypeSH
Market value$157.01M
1.10%
Sole
872.88K
Shared
0.00
None
212.78K
WATERS CORP
DFNDShares417.57K
TypeSH
Market value$154.91M
1.09%
Sole
388.58K
Shared
0.00
None
28.98K
AUTOMATIC DATA PROCESSING
DFNDShares520.17K
TypeSH
Market value$152.27M
1.07%
Sole
477.13K
Shared
0.00
None
43.04K
UNITED HEALTH GROUP INC
DFNDShares296.06K
TypeSH
Market value$149.77M
1.05%
Sole
247.38K
Shared
0.00
None
48.69K
QUALYS INC
DFNDShares1.05M
TypeSH
Market value$147.18M
1.03%
Sole
939.04K
Shared
0.00
None
110.58K
FACTSET RESH SYS INC
DFNDShares301.61K
TypeSH
Market value$144.86M
1.02%
Sole
274.56K
Shared
0.00
None
27.05K
CULLEN/FROST BANKERS INC
DFNDShares1.05M
TypeSH
Market value$141.27M
0.99%
Sole
931.78K
Shared
0.00
None
120.50K
COSTCO WHOLESALE CORP
DFNDShares149.08K
TypeSH
Market value$136.60M
0.96%
Sole
148.19K
Shared
0.00
None
883.00
CHOICE HOTELS INTL INC
DFNDShares949.59K
TypeSH
Market value$134.82M
0.95%
Sole
847.48K
Shared
0.00
None
102.11K
EXLSERVICE HOLDINGS INC
DFNDShares3.04M
TypeSH
Market value$134.75M
0.95%
Sole
2.73M
Shared
0.00
None
306.40K
CHEMED CORP
DFNDShares242.17K
TypeSH
Market value$128.30M
0.90%
Sole
214.77K
Shared
0.00
None
27.40K
COOPER COS INC/THE
DFNDShares1.38M
TypeSH
Market value$126.80M
0.89%
Sole
1.26M
Shared
0.00
None
120.70K
HUBBELL INC
DFNDShares296.86K
TypeSH
Market value$124.35M
0.87%
Sole
275.93K
Shared
0.00
None
20.93K
CHUBB LTD
DFNDShares447.14K
TypeSH
Market value$123.54M
0.87%
Sole
350.34K
Shared
0.00
None
96.80K
APPLIED INDUSTRIAL TECH INC
DFNDShares502.78K
TypeSH
Market value$120.40M
0.84%
Sole
453.86K
Shared
0.00
None
48.92K
STRYKER CORP
DFNDShares328.22K
TypeSH
Market value$118.18M
0.83%
Sole
302.33K
Shared
0.00
None
25.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON STOCK | 1.25M | SH | $528.39M 3.71% | 1.13M | 0.00 | 121.78K |
APPLE INCDFND | COMMON STOCK | 1.86M | SH | $464.86M 3.26% | 1.71M | 0.00 | 149.94K |
ALPHABET INC-ADFND | COMMON STOCK | 1.39M | SH | $262.78M 1.84% | 1.09M | 0.00 | 294.35K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 1.03M | SH | $246.33M 1.73% | 869.01K | 0.00 | 158.59K |
ALPHABET INC-CL CDFND | COMMON STOCK | 1.17M | SH | $222.25M 1.56% | 1.16M | 0.00 | 3.40K |
ACCENTURE PLC-CL ADFND | COMMON STOCK | 612.45K | SH | $215.45M 1.51% | 553.17K | 0.00 | 59.28K |
VISA INCDFND | COMMON STOCK | 669.92K | SH | $211.72M 1.49% | 592.41K | 0.00 | 77.51K |
DONALDSON CO INCDFND | COMMON STOCK | 2.65M | SH | $178.47M 1.25% | 2.37M | 0.00 | 283.73K |
APTARGROUP INCDFND | COMMON STOCK | 1.13M | SH | $178.11M 1.25% | 1.03M | 0.00 | 99.01K |
JOHNSON & JOHNSONDFND | COMMON STOCK | 1.09M | SH | $157.01M 1.10% | 872.88K | 0.00 | 212.78K |
WATERS CORPDFND | COMMON STOCK | 417.57K | SH | $154.91M 1.09% | 388.58K | 0.00 | 28.98K |
AUTOMATIC DATA PROCESSINGDFND | COMMON STOCK | 520.17K | SH | $152.27M 1.07% | 477.13K | 0.00 | 43.04K |
UNITED HEALTH GROUP INCDFND | COMMON STOCK | 296.06K | SH | $149.77M 1.05% | 247.38K | 0.00 | 48.69K |
QUALYS INCDFND | COMMON STOCK | 1.05M | SH | $147.18M 1.03% | 939.04K | 0.00 | 110.58K |
FACTSET RESH SYS INCDFND | COMMON STOCK | 301.61K | SH | $144.86M 1.02% | 274.56K | 0.00 | 27.05K |
CULLEN/FROST BANKERS INCDFND | COMMON STOCK | 1.05M | SH | $141.27M 0.99% | 931.78K | 0.00 | 120.50K |
COSTCO WHOLESALE CORPDFND | COMMON STOCK | 149.08K | SH | $136.60M 0.96% | 148.19K | 0.00 | 883.00 |
CHOICE HOTELS INTL INCDFND | COMMON STOCK | 949.59K | SH | $134.82M 0.95% | 847.48K | 0.00 | 102.11K |
EXLSERVICE HOLDINGS INCDFND | COMMON STOCK | 3.04M | SH | $134.75M 0.95% | 2.73M | 0.00 | 306.40K |
CHEMED CORPDFND | COMMON STOCK | 242.17K | SH | $128.30M 0.90% | 214.77K | 0.00 | 27.40K |
COOPER COS INC/THEDFND | COMMON STOCK | 1.38M | SH | $126.80M 0.89% | 1.26M | 0.00 | 120.70K |
HUBBELL INCDFND | COMMON STOCK | 296.86K | SH | $124.35M 0.87% | 275.93K | 0.00 | 20.93K |
CHUBB LTDDFND | COMMON STOCK | 447.14K | SH | $123.54M 0.87% | 350.34K | 0.00 | 96.80K |
APPLIED INDUSTRIAL TECH INCDFND | COMMON STOCK | 502.78K | SH | $120.40M 0.84% | 453.86K | 0.00 | 48.92K |
STRYKER CORPDFND | COMMON STOCK | 328.22K | SH | $118.18M 0.83% | 302.33K | 0.00 | 25.89K |
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