Filed: 10/17/2025ACC: 0001534866-25-000014
📋 What this filing means
BOSTON TRUST WALDEN CORP filed this quarterly 13F‑HR report disclosing 391 equity positions with a total reported market value of $13.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
391
Positions
$13.63B
Total AUM (reported)
123.80M
Total Shares
Allocation by class
COMMON STOCK$13.51B99.1%
ETF - EQ$76.73M0.6%
ETF - INTL$36.99M0.3%
ETF - FI$3.16M0.0%
Portfolio Concentration
Top 3$1.21B8.9%
4–10$1.38B10.1%
11–25$1.88B13.8%
Rest$9.15B67.2%
Top 3 weight
8.9%
Top 10 weight
19.0%
Voting Authority Distribution
Total shares with voting rights: 123.80M
Sole
Full voting authority
110.87M
shares
% of voting shares89.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.93M
shares
% of voting shares10.4%
Investment Discretion (by position count)
Sole0
Shared0
Other391
Dominant voting typeSole · 89.6% of voting shares
Institutional Holdings391
Rows:
MICROSOFT CORP
DFNDShares1.05M
TypeSH
Market value$546.19M
4.01%
Sole
973.04K
Shared
0.00
None
81.49K
APPLE INC
DFNDShares1.60M
TypeSH
Market value$406.65M
2.98%
Sole
1.49M
Shared
0.00
None
107.79K
JPMORGAN CHASE & CO
DFNDShares825.79K
TypeSH
Market value$260.48M
1.91%
Sole
754.64K
Shared
0.00
None
71.15K
ALPHABET INC-A
DFNDShares1.06M
TypeSH
Market value$257.01M
1.89%
Sole
910.02K
Shared
0.00
None
147.21K
ALPHABET INC-CL C
DFNDShares931.26K
TypeSH
Market value$226.81M
1.66%
Sole
927.91K
Shared
0.00
None
3.35K
DONALDSON CO INC
DFNDShares2.70M
TypeSH
Market value$221.22M
1.62%
Sole
2.41M
Shared
0.00
None
287.73K
NVIDIA CORP
DFNDShares995.86K
TypeSH
Market value$185.81M
1.36%
Sole
827.08K
Shared
0.00
None
168.78K
VISA INC
DFNDShares509.14K
TypeSH
Market value$173.81M
1.28%
Sole
466.42K
Shared
0.00
None
42.72K
APTARGROUP INC
DFNDShares1.23M
TypeSH
Market value$164.98M
1.21%
Sole
1.12M
Shared
0.00
None
111.97K
QUALYS INC
DFNDShares1.15M
TypeSH
Market value$151.69M
1.11%
Sole
1.03M
Shared
0.00
None
114.36K
HUBBELL INC
DFNDShares350.62K
TypeSH
Market value$150.87M
1.11%
Sole
326.26K
Shared
0.00
None
24.36K
ORACLE CORP
DFNDShares506.42K
TypeSH
Market value$142.43M
1.04%
Sole
471.59K
Shared
0.00
None
34.83K
CULLEN/FROST BANKERS INC
DFNDShares1.09M
TypeSH
Market value$138.42M
1.02%
Sole
982.34K
Shared
0.00
None
109.60K
AUTOMATIC DATA PROCESSING
DFNDShares470.78K
TypeSH
Market value$138.17M
1.01%
Sole
437.62K
Shared
0.00
None
33.16K
WATTS WATER TECHNOLOGIES-A
DFNDShares477.61K
TypeSH
Market value$133.39M
0.98%
Sole
427.49K
Shared
0.00
None
50.12K
JOHNSON & JOHNSON
DFNDShares714.59K
TypeSH
Market value$132.50M
0.97%
Sole
659.74K
Shared
0.00
None
54.85K
APPLIED INDUSTRIAL TECH INC
DFNDShares503.98K
TypeSH
Market value$131.56M
0.97%
Sole
457.58K
Shared
0.00
None
46.40K
CINCINNATI FINANCIAL CORP
DFNDShares785.46K
TypeSH
Market value$124.18M
0.91%
Sole
748.53K
Shared
0.00
None
36.92K
EXLSERVICE HOLDINGS INC
DFNDShares2.72M
TypeSH
Market value$119.81M
0.88%
Sole
2.44M
Shared
0.00
None
276.60K
COSTCO WHOLESALE CORP
DFNDShares125.26K
TypeSH
Market value$115.95M
0.85%
Sole
124.57K
Shared
0.00
None
698.00
COMMERCE BANCSHARES INC
DFNDShares1.90M
TypeSH
Market value$113.74M
0.83%
Sole
1.69M
Shared
0.00
None
214.79K
ACCENTURE PLC-CL A
DFNDShares458.66K
TypeSH
Market value$113.11M
0.83%
Sole
434.06K
Shared
0.00
None
24.60K
CHOICE HOTELS INTL INC
DFNDShares1.05M
TypeSH
Market value$111.91M
0.82%
Sole
936.17K
Shared
0.00
None
110.61K
ACUITY INC
DFNDShares319.09K
TypeSH
Market value$109.89M
0.81%
Sole
290.19K
Shared
0.00
None
28.91K
STRYKER CORP
DFNDShares287.91K
TypeSH
Market value$106.43M
0.78%
Sole
267.87K
Shared
0.00
None
20.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON STOCK | 1.05M | SH | $546.19M 4.01% | 973.04K | 0.00 | 81.49K |
APPLE INCDFND | COMMON STOCK | 1.60M | SH | $406.65M 2.98% | 1.49M | 0.00 | 107.79K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 825.79K | SH | $260.48M 1.91% | 754.64K | 0.00 | 71.15K |
ALPHABET INC-ADFND | COMMON STOCK | 1.06M | SH | $257.01M 1.89% | 910.02K | 0.00 | 147.21K |
ALPHABET INC-CL CDFND | COMMON STOCK | 931.26K | SH | $226.81M 1.66% | 927.91K | 0.00 | 3.35K |
DONALDSON CO INCDFND | COMMON STOCK | 2.70M | SH | $221.22M 1.62% | 2.41M | 0.00 | 287.73K |
NVIDIA CORPDFND | COMMON STOCK | 995.86K | SH | $185.81M 1.36% | 827.08K | 0.00 | 168.78K |
VISA INCDFND | COMMON STOCK | 509.14K | SH | $173.81M 1.28% | 466.42K | 0.00 | 42.72K |
APTARGROUP INCDFND | COMMON STOCK | 1.23M | SH | $164.98M 1.21% | 1.12M | 0.00 | 111.97K |
QUALYS INCDFND | COMMON STOCK | 1.15M | SH | $151.69M 1.11% | 1.03M | 0.00 | 114.36K |
HUBBELL INCDFND | COMMON STOCK | 350.62K | SH | $150.87M 1.11% | 326.26K | 0.00 | 24.36K |
ORACLE CORPDFND | COMMON STOCK | 506.42K | SH | $142.43M 1.04% | 471.59K | 0.00 | 34.83K |
CULLEN/FROST BANKERS INCDFND | COMMON STOCK | 1.09M | SH | $138.42M 1.02% | 982.34K | 0.00 | 109.60K |
AUTOMATIC DATA PROCESSINGDFND | COMMON STOCK | 470.78K | SH | $138.17M 1.01% | 437.62K | 0.00 | 33.16K |
WATTS WATER TECHNOLOGIES-ADFND | COMMON STOCK | 477.61K | SH | $133.39M 0.98% | 427.49K | 0.00 | 50.12K |
JOHNSON & JOHNSONDFND | COMMON STOCK | 714.59K | SH | $132.50M 0.97% | 659.74K | 0.00 | 54.85K |
APPLIED INDUSTRIAL TECH INCDFND | COMMON STOCK | 503.98K | SH | $131.56M 0.97% | 457.58K | 0.00 | 46.40K |
CINCINNATI FINANCIAL CORPDFND | COMMON STOCK | 785.46K | SH | $124.18M 0.91% | 748.53K | 0.00 | 36.92K |
EXLSERVICE HOLDINGS INCDFND | COMMON STOCK | 2.72M | SH | $119.81M 0.88% | 2.44M | 0.00 | 276.60K |
COSTCO WHOLESALE CORPDFND | COMMON STOCK | 125.26K | SH | $115.95M 0.85% | 124.57K | 0.00 | 698.00 |
COMMERCE BANCSHARES INCDFND | COMMON STOCK | 1.90M | SH | $113.74M 0.83% | 1.69M | 0.00 | 214.79K |
ACCENTURE PLC-CL ADFND | COMMON STOCK | 458.66K | SH | $113.11M 0.83% | 434.06K | 0.00 | 24.60K |
CHOICE HOTELS INTL INCDFND | COMMON STOCK | 1.05M | SH | $111.91M 0.82% | 936.17K | 0.00 | 110.61K |
ACUITY INCDFND | COMMON STOCK | 319.09K | SH | $109.89M 0.81% | 290.19K | 0.00 | 28.91K |
STRYKER CORPDFND | COMMON STOCK | 287.91K | SH | $106.43M 0.78% | 267.87K | 0.00 | 20.04K |
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