Filed: 4/21/2025ACC: 0001534866-25-000007
📋 What this filing means
BOSTON TRUST WALDEN CORP filed this quarterly 13F‑HR report disclosing 372 equity positions with a total reported market value of $13.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
372
Positions
$13.69B
Total AUM (reported)
128.09M
Total Shares
Allocation by class
COMMON STOCK$13.61B99.4%
ETF - EQ$53.78M0.4%
ETF - INTL$27.22M0.2%
ETF - FI$331.9K0.0%
Portfolio Concentration
Top 3$1.09B8.0%
4–10$1.29B9.5%
11–25$1.97B14.4%
Rest$9.33B68.1%
Top 3 weight
8.0%
Top 10 weight
17.4%
Voting Authority Distribution
Total shares with voting rights: 128.09M
Sole
Full voting authority
110.74M
shares
% of voting shares86.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.35M
shares
% of voting shares13.5%
Investment Discretion (by position count)
Sole0
Shared0
Other372
Dominant voting typeSole · 86.5% of voting shares
Institutional Holdings372
Rows:
MICROSOFT CORP
DFNDShares1.18M
TypeSH
Market value$443.75M
3.24%
Sole
1.08M
Shared
0.00
None
104.01K
APPLE INC
DFNDShares1.80M
TypeSH
Market value$400.85M
2.93%
Sole
1.66M
Shared
0.00
None
144.69K
JPMORGAN CHASE & CO
DFNDShares1.01M
TypeSH
Market value$248.64M
1.82%
Sole
846.01K
Shared
0.00
None
167.59K
VISA INC
DFNDShares646.95K
TypeSH
Market value$226.73M
1.66%
Sole
571.55K
Shared
0.00
None
75.39K
ALPHABET INC-A
DFNDShares1.34M
TypeSH
Market value$206.87M
1.51%
Sole
1.04M
Shared
0.00
None
302.56K
JOHNSON & JOHNSON
DFNDShares1.09M
TypeSH
Market value$181.10M
1.32%
Sole
858.70K
Shared
0.00
None
233.30K
DONALDSON CO INC
DFNDShares2.62M
TypeSH
Market value$175.83M
1.28%
Sole
2.34M
Shared
0.00
None
282.31K
ALPHABET INC-CL C
DFNDShares1.08M
TypeSH
Market value$169.38M
1.24%
Sole
1.08M
Shared
0.00
None
3.40K
APTARGROUP INC
DFNDShares1.14M
TypeSH
Market value$169.09M
1.24%
Sole
1.04M
Shared
0.00
None
101.03K
ACCENTURE PLC-CL A
DFNDShares531.92K
TypeSH
Market value$165.98M
1.21%
Sole
494.76K
Shared
0.00
None
37.16K
AUTOMATIC DATA PROCESSING
DFNDShares511.99K
TypeSH
Market value$156.43M
1.14%
Sole
470.17K
Shared
0.00
None
41.82K
UNITED HEALTH GROUP INC
DFNDShares294.56K
TypeSH
Market value$154.28M
1.13%
Sole
241.93K
Shared
0.00
None
52.63K
CHEMED CORP
DFNDShares246.35K
TypeSH
Market value$151.58M
1.11%
Sole
219.36K
Shared
0.00
None
26.99K
CULLEN/FROST BANKERS INC
DFNDShares1.11M
TypeSH
Market value$139.28M
1.02%
Sole
990.38K
Shared
0.00
None
122.10K
FACTSET RESH SYS INC
DFNDShares297.07K
TypeSH
Market value$135.06M
0.99%
Sole
270.09K
Shared
0.00
None
26.98K
CHUBB LTD
DFNDShares446.89K
TypeSH
Market value$134.96M
0.99%
Sole
341.79K
Shared
0.00
None
105.10K
QUALYS INC
DFNDShares1.05M
TypeSH
Market value$132.20M
0.97%
Sole
937.91K
Shared
0.00
None
111.90K
EXLSERVICE HOLDINGS INC
DFNDShares2.70M
TypeSH
Market value$127.42M
0.93%
Sole
2.41M
Shared
0.00
None
288.28K
CHOICE HOTELS INTL INC
DFNDShares945.13K
TypeSH
Market value$125.49M
0.92%
Sole
844.35K
Shared
0.00
None
100.78K
COSTCO WHOLESALE CORP
DFNDShares131.66K
TypeSH
Market value$124.52M
0.91%
Sole
130.93K
Shared
0.00
None
733.00
COOPER COS INC/THE
DFNDShares1.44M
TypeSH
Market value$121.29M
0.89%
Sole
1.30M
Shared
0.00
None
140.77K
STRYKER CORP
DFNDShares320.97K
TypeSH
Market value$119.48M
0.87%
Sole
295.87K
Shared
0.00
None
25.09K
CINCINNATI FINANCIAL CORP
DFNDShares804.78K
TypeSH
Market value$118.88M
0.87%
Sole
724.32K
Shared
0.00
None
80.46K
UNION PACIFIC CORP
DFNDShares495.56K
TypeSH
Market value$117.07M
0.86%
Sole
400.01K
Shared
0.00
None
95.55K
PEPSICO INC
DFNDShares762.08K
TypeSH
Market value$114.27M
0.83%
Sole
607.90K
Shared
0.00
None
154.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON STOCK | 1.18M | SH | $443.75M 3.24% | 1.08M | 0.00 | 104.01K |
APPLE INCDFND | COMMON STOCK | 1.80M | SH | $400.85M 2.93% | 1.66M | 0.00 | 144.69K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 1.01M | SH | $248.64M 1.82% | 846.01K | 0.00 | 167.59K |
VISA INCDFND | COMMON STOCK | 646.95K | SH | $226.73M 1.66% | 571.55K | 0.00 | 75.39K |
ALPHABET INC-ADFND | COMMON STOCK | 1.34M | SH | $206.87M 1.51% | 1.04M | 0.00 | 302.56K |
JOHNSON & JOHNSONDFND | COMMON STOCK | 1.09M | SH | $181.10M 1.32% | 858.70K | 0.00 | 233.30K |
DONALDSON CO INCDFND | COMMON STOCK | 2.62M | SH | $175.83M 1.28% | 2.34M | 0.00 | 282.31K |
ALPHABET INC-CL CDFND | COMMON STOCK | 1.08M | SH | $169.38M 1.24% | 1.08M | 0.00 | 3.40K |
APTARGROUP INCDFND | COMMON STOCK | 1.14M | SH | $169.09M 1.24% | 1.04M | 0.00 | 101.03K |
ACCENTURE PLC-CL ADFND | COMMON STOCK | 531.92K | SH | $165.98M 1.21% | 494.76K | 0.00 | 37.16K |
AUTOMATIC DATA PROCESSINGDFND | COMMON STOCK | 511.99K | SH | $156.43M 1.14% | 470.17K | 0.00 | 41.82K |
UNITED HEALTH GROUP INCDFND | COMMON STOCK | 294.56K | SH | $154.28M 1.13% | 241.93K | 0.00 | 52.63K |
CHEMED CORPDFND | COMMON STOCK | 246.35K | SH | $151.58M 1.11% | 219.36K | 0.00 | 26.99K |
CULLEN/FROST BANKERS INCDFND | COMMON STOCK | 1.11M | SH | $139.28M 1.02% | 990.38K | 0.00 | 122.10K |
FACTSET RESH SYS INCDFND | COMMON STOCK | 297.07K | SH | $135.06M 0.99% | 270.09K | 0.00 | 26.98K |
CHUBB LTDDFND | COMMON STOCK | 446.89K | SH | $134.96M 0.99% | 341.79K | 0.00 | 105.10K |
QUALYS INCDFND | COMMON STOCK | 1.05M | SH | $132.20M 0.97% | 937.91K | 0.00 | 111.90K |
EXLSERVICE HOLDINGS INCDFND | COMMON STOCK | 2.70M | SH | $127.42M 0.93% | 2.41M | 0.00 | 288.28K |
CHOICE HOTELS INTL INCDFND | COMMON STOCK | 945.13K | SH | $125.49M 0.92% | 844.35K | 0.00 | 100.78K |
COSTCO WHOLESALE CORPDFND | COMMON STOCK | 131.66K | SH | $124.52M 0.91% | 130.93K | 0.00 | 733.00 |
COOPER COS INC/THEDFND | COMMON STOCK | 1.44M | SH | $121.29M 0.89% | 1.30M | 0.00 | 140.77K |
STRYKER CORPDFND | COMMON STOCK | 320.97K | SH | $119.48M 0.87% | 295.87K | 0.00 | 25.09K |
CINCINNATI FINANCIAL CORPDFND | COMMON STOCK | 804.78K | SH | $118.88M 0.87% | 724.32K | 0.00 | 80.46K |
UNION PACIFIC CORPDFND | COMMON STOCK | 495.56K | SH | $117.07M 0.86% | 400.01K | 0.00 | 95.55K |
PEPSICO INCDFND | COMMON STOCK | 762.08K | SH | $114.27M 0.83% | 607.90K | 0.00 | 154.19K |
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