Filed: 1/28/2026ACC: 0001534866-26-000002
📋 What this filing means
BOSTON TRUST WALDEN CORP filed this quarterly 13F‑HR report disclosing 383 equity positions with a total reported market value of $13.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
383
Positions
$13.25B
Total AUM (reported)
117.01M
Total Shares
Allocation by class
COMMON STOCK$13.10B98.9%
ETF - EQ$112.62M0.8%
ETF - INTL$37.03M0.3%
ETF - FI$2.17M0.0%
Portfolio Concentration
Top 3$1.20B9.1%
4–10$1.43B10.8%
11–25$1.76B13.3%
Rest$8.86B66.9%
Top 3 weight
9.1%
Top 10 weight
19.8%
Voting Authority Distribution
Total shares with voting rights: 117.01M
Sole
Full voting authority
104.34M
shares
% of voting shares89.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.68M
shares
% of voting shares10.8%
Investment Discretion (by position count)
Sole0
Shared0
Other383
Dominant voting typeSole · 89.2% of voting shares
Institutional Holdings383
Rows:
MICROSOFT CORP
DFNDShares1M
TypeSH
Market value$483.98M
3.65%
Sole
920.08K
Shared
0.00
None
80.66K
APPLE INC
DFNDShares1.55M
TypeSH
Market value$421.71M
3.18%
Sole
1.44M
Shared
0.00
None
106.44K
ALPHABET INC-A
DFNDShares944.19K
TypeSH
Market value$295.53M
2.23%
Sole
804.94K
Shared
0.00
None
139.25K
ALPHABET INC-CL C
DFNDShares822.97K
TypeSH
Market value$258.25M
1.95%
Sole
819.71K
Shared
0.00
None
3.25K
JPMORGAN CHASE & CO
DFNDShares782.21K
TypeSH
Market value$252.04M
1.90%
Sole
718.54K
Shared
0.00
None
63.67K
DONALDSON CO INC
DFNDShares2.39M
TypeSH
Market value$212.13M
1.60%
Sole
2.15M
Shared
0.00
None
238.97K
NVIDIA CORP
DFNDShares1.12M
TypeSH
Market value$208.12M
1.57%
Sole
930.26K
Shared
0.00
None
185.64K
VISA INC
DFNDShares493.68K
TypeSH
Market value$173.14M
1.31%
Sole
451.38K
Shared
0.00
None
42.29K
APTARGROUP INC
DFNDShares1.41M
TypeSH
Market value$172.54M
1.30%
Sole
1.28M
Shared
0.00
None
138.57K
HUBBELL INC
DFNDShares342.41K
TypeSH
Market value$152.07M
1.15%
Sole
318.29K
Shared
0.00
None
24.12K
QUALYS INC
DFNDShares1.10M
TypeSH
Market value$146.71M
1.11%
Sole
990.17K
Shared
0.00
None
113.72K
JOHNSON & JOHNSON
DFNDShares668.63K
TypeSH
Market value$138.37M
1.04%
Sole
614.33K
Shared
0.00
None
54.30K
CULLEN/FROST BANKERS INC
DFNDShares1.04M
TypeSH
Market value$132.17M
1.00%
Sole
934.74K
Shared
0.00
None
109.02K
CINCINNATI FINANCIAL CORP
DFNDShares775.21K
TypeSH
Market value$126.61M
0.96%
Sole
738.78K
Shared
0.00
None
36.43K
APPLIED INDUSTRIAL TECH INC
DFNDShares484.06K
TypeSH
Market value$124.29M
0.94%
Sole
437.69K
Shared
0.00
None
46.37K
WATTS WATER TECHNOLOGIES-A
DFNDShares437.72K
TypeSH
Market value$120.82M
0.91%
Sole
393.25K
Shared
0.00
None
44.47K
GLOBUS MEDICAL INC-A
DFNDShares1.37M
TypeSH
Market value$119.44M
0.90%
Sole
1.23M
Shared
0.00
None
137.69K
ACCENTURE PLC-CL A
DFNDShares420.88K
TypeSH
Market value$112.92M
0.85%
Sole
396.47K
Shared
0.00
None
24.41K
EXLSERVICE HOLDINGS INC
DFNDShares2.61M
TypeSH
Market value$110.69M
0.84%
Sole
2.33M
Shared
0.00
None
276.54K
COMMERCE BANCSHARES INC
DFNDShares2.08M
TypeSH
Market value$109.11M
0.82%
Sole
1.85M
Shared
0.00
None
231.89K
AUTOMATIC DATA PROCESSING
DFNDShares418.16K
TypeSH
Market value$107.56M
0.81%
Sole
392.44K
Shared
0.00
None
25.72K
STAG INDUSTRIAL INC
DFNDShares2.81M
TypeSH
Market value$103.41M
0.78%
Sole
2.48M
Shared
0.00
None
334.29K
APPLIED MATERIALS, INC.
DFNDShares401.23K
TypeSH
Market value$103.11M
0.78%
Sole
330.66K
Shared
0.00
None
70.56K
CHUBB LTD
DFNDShares327.36K
TypeSH
Market value$102.17M
0.77%
Sole
283.13K
Shared
0.00
None
44.22K
CISCO SYSTEMS INC
DFNDShares1.32M
TypeSH
Market value$102.06M
0.77%
Sole
1.17M
Shared
0.00
None
156.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON STOCK | 1M | SH | $483.98M 3.65% | 920.08K | 0.00 | 80.66K |
APPLE INCDFND | COMMON STOCK | 1.55M | SH | $421.71M 3.18% | 1.44M | 0.00 | 106.44K |
ALPHABET INC-ADFND | COMMON STOCK | 944.19K | SH | $295.53M 2.23% | 804.94K | 0.00 | 139.25K |
ALPHABET INC-CL CDFND | COMMON STOCK | 822.97K | SH | $258.25M 1.95% | 819.71K | 0.00 | 3.25K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 782.21K | SH | $252.04M 1.90% | 718.54K | 0.00 | 63.67K |
DONALDSON CO INCDFND | COMMON STOCK | 2.39M | SH | $212.13M 1.60% | 2.15M | 0.00 | 238.97K |
NVIDIA CORPDFND | COMMON STOCK | 1.12M | SH | $208.12M 1.57% | 930.26K | 0.00 | 185.64K |
VISA INCDFND | COMMON STOCK | 493.68K | SH | $173.14M 1.31% | 451.38K | 0.00 | 42.29K |
APTARGROUP INCDFND | COMMON STOCK | 1.41M | SH | $172.54M 1.30% | 1.28M | 0.00 | 138.57K |
HUBBELL INCDFND | COMMON STOCK | 342.41K | SH | $152.07M 1.15% | 318.29K | 0.00 | 24.12K |
QUALYS INCDFND | COMMON STOCK | 1.10M | SH | $146.71M 1.11% | 990.17K | 0.00 | 113.72K |
JOHNSON & JOHNSONDFND | COMMON STOCK | 668.63K | SH | $138.37M 1.04% | 614.33K | 0.00 | 54.30K |
CULLEN/FROST BANKERS INCDFND | COMMON STOCK | 1.04M | SH | $132.17M 1.00% | 934.74K | 0.00 | 109.02K |
CINCINNATI FINANCIAL CORPDFND | COMMON STOCK | 775.21K | SH | $126.61M 0.96% | 738.78K | 0.00 | 36.43K |
APPLIED INDUSTRIAL TECH INCDFND | COMMON STOCK | 484.06K | SH | $124.29M 0.94% | 437.69K | 0.00 | 46.37K |
WATTS WATER TECHNOLOGIES-ADFND | COMMON STOCK | 437.72K | SH | $120.82M 0.91% | 393.25K | 0.00 | 44.47K |
GLOBUS MEDICAL INC-ADFND | COMMON STOCK | 1.37M | SH | $119.44M 0.90% | 1.23M | 0.00 | 137.69K |
ACCENTURE PLC-CL ADFND | COMMON STOCK | 420.88K | SH | $112.92M 0.85% | 396.47K | 0.00 | 24.41K |
EXLSERVICE HOLDINGS INCDFND | COMMON STOCK | 2.61M | SH | $110.69M 0.84% | 2.33M | 0.00 | 276.54K |
COMMERCE BANCSHARES INCDFND | COMMON STOCK | 2.08M | SH | $109.11M 0.82% | 1.85M | 0.00 | 231.89K |
AUTOMATIC DATA PROCESSINGDFND | COMMON STOCK | 418.16K | SH | $107.56M 0.81% | 392.44K | 0.00 | 25.72K |
STAG INDUSTRIAL INCDFND | COMMON STOCK | 2.81M | SH | $103.41M 0.78% | 2.48M | 0.00 | 334.29K |
APPLIED MATERIALS, INC.DFND | COMMON STOCK | 401.23K | SH | $103.11M 0.78% | 330.66K | 0.00 | 70.56K |
CHUBB LTDDFND | COMMON STOCK | 327.36K | SH | $102.17M 0.77% | 283.13K | 0.00 | 44.22K |
CISCO SYSTEMS INCDFND | COMMON STOCK | 1.32M | SH | $102.06M 0.77% | 1.17M | 0.00 | 156.59K |
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