Filed: 7/28/2025ACC: 0001534866-25-000010
📋 What this filing means
BOSTON TRUST WALDEN CORP filed this quarterly 13F‑HR report disclosing 374 equity positions with a total reported market value of $14.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
374
Positions
$14.02B
Total AUM (reported)
129.46M
Total Shares
Allocation by class
COMMON STOCK$13.92B99.3%
ETF - EQ$69.87M0.5%
ETF - INTL$31.22M0.2%
ETF - FI$336.7K0.0%
Portfolio Concentration
Top 3$1.20B8.6%
4–10$1.29B9.2%
11–25$2.00B14.3%
Rest$9.53B67.9%
Top 3 weight
8.6%
Top 10 weight
17.8%
Voting Authority Distribution
Total shares with voting rights: 129.46M
Sole
Full voting authority
113.02M
shares
% of voting shares87.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.44M
shares
% of voting shares12.7%
Investment Discretion (by position count)
Sole0
Shared0
Other374
Dominant voting typeSole · 87.3% of voting shares
Institutional Holdings374
Rows:
MICROSOFT CORP
DFNDShares1.14M
TypeSH
Market value$565.30M
4.03%
Sole
1.05M
Shared
0.00
None
83.25K
APPLE INC
DFNDShares1.76M
TypeSH
Market value$360.17M
2.57%
Sole
1.64M
Shared
0.00
None
117.51K
JPMORGAN CHASE & CO
DFNDShares955.54K
TypeSH
Market value$277.02M
1.98%
Sole
815.37K
Shared
0.00
None
140.16K
ALPHABET INC-A
DFNDShares1.25M
TypeSH
Market value$220.21M
1.57%
Sole
1.01M
Shared
0.00
None
239.53K
DONALDSON CO INC
DFNDShares2.83M
TypeSH
Market value$195.98M
1.40%
Sole
2.53M
Shared
0.00
None
295.31K
VISA INC
DFNDShares550.02K
TypeSH
Market value$195.28M
1.39%
Sole
506.34K
Shared
0.00
None
43.68K
ALPHABET INC-CL C
DFNDShares1.07M
TypeSH
Market value$189.18M
1.35%
Sole
1.06M
Shared
0.00
None
3.40K
APTARGROUP INC
DFNDShares1.06M
TypeSH
Market value$165.86M
1.18%
Sole
979.16K
Shared
0.00
None
81.11K
QUALYS INC
DFNDShares1.14M
TypeSH
Market value$162.57M
1.16%
Sole
1.03M
Shared
0.00
None
110.69K
ACCENTURE PLC-CL A
DFNDShares541.63K
TypeSH
Market value$161.89M
1.15%
Sole
491.82K
Shared
0.00
None
49.81K
JOHNSON & JOHNSON
DFNDShares1.01M
TypeSH
Market value$154.96M
1.11%
Sole
820.21K
Shared
0.00
None
194.24K
AUTOMATIC DATA PROCESSING
DFNDShares497.53K
TypeSH
Market value$153.44M
1.09%
Sole
463.62K
Shared
0.00
None
33.91K
NVIDIA CORP
DFNDShares965.39K
TypeSH
Market value$152.52M
1.09%
Sole
823.86K
Shared
0.00
None
141.53K
HUBBELL INC
DFNDShares368.66K
TypeSH
Market value$150.56M
1.07%
Sole
344.05K
Shared
0.00
None
24.61K
CULLEN/FROST BANKERS INC
DFNDShares1.10M
TypeSH
Market value$141.44M
1.01%
Sole
991.27K
Shared
0.00
None
109.09K
FACTSET RESH SYS INC
DFNDShares297.51K
TypeSH
Market value$133.07M
0.95%
Sole
273.81K
Shared
0.00
None
23.70K
COSTCO WHOLESALE CORP
DFNDShares129.59K
TypeSH
Market value$128.29M
0.92%
Sole
128.87K
Shared
0.00
None
723.00
WATTS WATER TECHNOLOGIES-A
DFNDShares518.72K
TypeSH
Market value$127.55M
0.91%
Sole
463.59K
Shared
0.00
None
55.13K
ORACLE CORP
DFNDShares577.77K
TypeSH
Market value$126.32M
0.90%
Sole
534.17K
Shared
0.00
None
43.60K
CINCINNATI FINANCIAL CORP
DFNDShares833.79K
TypeSH
Market value$124.17M
0.89%
Sole
754.62K
Shared
0.00
None
79.17K
SEI INVESTMENTS COMPANY
DFNDShares1.37M
TypeSH
Market value$123.08M
0.88%
Sole
1.18M
Shared
0.00
None
189.06K
STRYKER CORP
DFNDShares309.83K
TypeSH
Market value$122.58M
0.87%
Sole
289.41K
Shared
0.00
None
20.42K
CHOICE HOTELS INTL INC
DFNDShares965.65K
TypeSH
Market value$122.52M
0.87%
Sole
868.25K
Shared
0.00
None
97.40K
CHUBB LTD
DFNDShares416.82K
TypeSH
Market value$120.76M
0.86%
Sole
331.79K
Shared
0.00
None
85.03K
CHEMED CORP
DFNDShares247.43K
TypeSH
Market value$120.48M
0.86%
Sole
222.11K
Shared
0.00
None
25.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON STOCK | 1.14M | SH | $565.30M 4.03% | 1.05M | 0.00 | 83.25K |
APPLE INCDFND | COMMON STOCK | 1.76M | SH | $360.17M 2.57% | 1.64M | 0.00 | 117.51K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 955.54K | SH | $277.02M 1.98% | 815.37K | 0.00 | 140.16K |
ALPHABET INC-ADFND | COMMON STOCK | 1.25M | SH | $220.21M 1.57% | 1.01M | 0.00 | 239.53K |
DONALDSON CO INCDFND | COMMON STOCK | 2.83M | SH | $195.98M 1.40% | 2.53M | 0.00 | 295.31K |
VISA INCDFND | COMMON STOCK | 550.02K | SH | $195.28M 1.39% | 506.34K | 0.00 | 43.68K |
ALPHABET INC-CL CDFND | COMMON STOCK | 1.07M | SH | $189.18M 1.35% | 1.06M | 0.00 | 3.40K |
APTARGROUP INCDFND | COMMON STOCK | 1.06M | SH | $165.86M 1.18% | 979.16K | 0.00 | 81.11K |
QUALYS INCDFND | COMMON STOCK | 1.14M | SH | $162.57M 1.16% | 1.03M | 0.00 | 110.69K |
ACCENTURE PLC-CL ADFND | COMMON STOCK | 541.63K | SH | $161.89M 1.15% | 491.82K | 0.00 | 49.81K |
JOHNSON & JOHNSONDFND | COMMON STOCK | 1.01M | SH | $154.96M 1.11% | 820.21K | 0.00 | 194.24K |
AUTOMATIC DATA PROCESSINGDFND | COMMON STOCK | 497.53K | SH | $153.44M 1.09% | 463.62K | 0.00 | 33.91K |
NVIDIA CORPDFND | COMMON STOCK | 965.39K | SH | $152.52M 1.09% | 823.86K | 0.00 | 141.53K |
HUBBELL INCDFND | COMMON STOCK | 368.66K | SH | $150.56M 1.07% | 344.05K | 0.00 | 24.61K |
CULLEN/FROST BANKERS INCDFND | COMMON STOCK | 1.10M | SH | $141.44M 1.01% | 991.27K | 0.00 | 109.09K |
FACTSET RESH SYS INCDFND | COMMON STOCK | 297.51K | SH | $133.07M 0.95% | 273.81K | 0.00 | 23.70K |
COSTCO WHOLESALE CORPDFND | COMMON STOCK | 129.59K | SH | $128.29M 0.92% | 128.87K | 0.00 | 723.00 |
WATTS WATER TECHNOLOGIES-ADFND | COMMON STOCK | 518.72K | SH | $127.55M 0.91% | 463.59K | 0.00 | 55.13K |
ORACLE CORPDFND | COMMON STOCK | 577.77K | SH | $126.32M 0.90% | 534.17K | 0.00 | 43.60K |
CINCINNATI FINANCIAL CORPDFND | COMMON STOCK | 833.79K | SH | $124.17M 0.89% | 754.62K | 0.00 | 79.17K |
SEI INVESTMENTS COMPANYDFND | COMMON STOCK | 1.37M | SH | $123.08M 0.88% | 1.18M | 0.00 | 189.06K |
STRYKER CORPDFND | COMMON STOCK | 309.83K | SH | $122.58M 0.87% | 289.41K | 0.00 | 20.42K |
CHOICE HOTELS INTL INCDFND | COMMON STOCK | 965.65K | SH | $122.52M 0.87% | 868.25K | 0.00 | 97.40K |
CHUBB LTDDFND | COMMON STOCK | 416.82K | SH | $120.76M 0.86% | 331.79K | 0.00 | 85.03K |
CHEMED CORPDFND | COMMON STOCK | 247.43K | SH | $120.48M 0.86% | 222.11K | 0.00 | 25.33K |
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