Filed: 4/24/2026ACC: 0001534866-26-000004
📋 What this filing means
BOSTON TRUST WALDEN CORP filed this quarterly 13F‑HR report disclosing 388 equity positions with a total reported market value of $12.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
388
Positions
$12.16B
Total AUM (reported)
108.18M
Total Shares
Allocation by class
COMMON STOCK$12.03B98.9%
ETF - EQ$90.16M0.7%
ETF - INTL$42.81M0.4%
ETF - FI$1.96M0.0%
Portfolio Concentration
Top 3$984.12M8.1%
4–10$1.27B10.4%
11–25$1.65B13.5%
Rest$8.26B67.9%
Top 3 weight
8.1%
Top 10 weight
18.5%
Voting Authority Distribution
Total shares with voting rights: 108.18M
Sole
Full voting authority
99.43M
shares
% of voting shares91.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.75M
shares
% of voting shares8.1%
Investment Discretion (by position count)
Sole0
Shared0
Other388
Dominant voting typeSole · 91.9% of voting shares
Institutional Holdings388
Rows:
APPLE INC
DFNDShares1.49M
TypeSH
Market value$378.28M
3.11%
Sole
1.38M
Shared
0.00
None
106.12K
MICROSOFT CORP
DFNDShares969.16K
TypeSH
Market value$358.75M
2.95%
Sole
884.25K
Shared
0.00
None
84.92K
ALPHABET INC-A
DFNDShares859.24K
TypeSH
Market value$247.08M
2.03%
Sole
732.45K
Shared
0.00
None
126.80K
ALPHABET INC-CL C
DFNDShares773.19K
TypeSH
Market value$221.80M
1.82%
Sole
769.93K
Shared
0.00
None
3.25K
JPMORGAN CHASE & CO
DFNDShares739.68K
TypeSH
Market value$217.58M
1.79%
Sole
682.45K
Shared
0.00
None
57.23K
NVIDIA CORP
DFNDShares1.10M
TypeSH
Market value$192.26M
1.58%
Sole
916.67K
Shared
0.00
None
185.72K
APTARGROUP INC
DFNDShares1.35M
TypeSH
Market value$170.06M
1.40%
Sole
1.25M
Shared
0.00
None
100.27K
DONALDSON CO INC
DFNDShares1.90M
TypeSH
Market value$161.29M
1.33%
Sole
1.76M
Shared
0.00
None
141.89K
HUBBELL INC
DFNDShares327.97K
TypeSH
Market value$160.95M
1.32%
Sole
303.91K
Shared
0.00
None
24.06K
JOHNSON & JOHNSON
DFNDShares594.06K
TypeSH
Market value$145.21M
1.19%
Sole
549.13K
Shared
0.00
None
44.94K
VISA INC
DFNDShares476.26K
TypeSH
Market value$143.94M
1.18%
Sole
434.19K
Shared
0.00
None
42.07K
CULLEN/FROST BANKERS INC
DFNDShares967.85K
TypeSH
Market value$132.67M
1.09%
Sole
899.29K
Shared
0.00
None
68.56K
CINCINNATI FINANCIAL CORP
DFNDShares755.85K
TypeSH
Market value$118.93M
0.98%
Sole
719.29K
Shared
0.00
None
36.56K
APPLIED INDUSTRIAL TECH INC
DFNDShares439.44K
TypeSH
Market value$116.59M
0.96%
Sole
413.12K
Shared
0.00
None
26.32K
COSTCO WHOLESALE CORP
DFNDShares112.81K
TypeSH
Market value$112.41M
0.92%
Sole
112.11K
Shared
0.00
None
698.00
WATTS WATER TECHNOLOGIES-A
DFNDShares379.02K
TypeSH
Market value$110.03M
0.90%
Sole
356.25K
Shared
0.00
None
22.78K
GLOBUS MEDICAL INC-A
DFNDShares1.25M
TypeSH
Market value$108.12M
0.89%
Sole
1.18M
Shared
0.00
None
73.27K
ROSS STORES INC
DFNDShares481.67K
TypeSH
Market value$104.35M
0.86%
Sole
434.73K
Shared
0.00
None
46.95K
EXXON MOBIL CORPORATION
DFNDShares606.42K
TypeSH
Market value$102.89M
0.85%
Sole
503.42K
Shared
0.00
None
103K
MAGNOLIA OIL & GAS CORP
DFNDShares3.23M
TypeSH
Market value$101.90M
0.84%
Sole
2.90M
Shared
0.00
None
326.38K
ESSENTIAL UTILS INC
DFNDShares2.48M
TypeSH
Market value$99.93M
0.82%
Sole
2.22M
Shared
0.00
None
260.94K
CHUBB LTD
DFNDShares305.40K
TypeSH
Market value$99.54M
0.82%
Sole
261.97K
Shared
0.00
None
43.43K
LITTELFUSE INC
DFNDShares291.39K
TypeSH
Market value$98.88M
0.81%
Sole
273.05K
Shared
0.00
None
18.34K
CISCO SYSTEMS INC
DFNDShares1.27M
TypeSH
Market value$98.63M
0.81%
Sole
1.12M
Shared
0.00
None
155.06K
APPLIED MATERIALS, INC.
DFNDShares284.60K
TypeSH
Market value$97.27M
0.80%
Sole
240.95K
Shared
0.00
None
43.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COMMON STOCK | 1.49M | SH | $378.28M 3.11% | 1.38M | 0.00 | 106.12K |
MICROSOFT CORPDFND | COMMON STOCK | 969.16K | SH | $358.75M 2.95% | 884.25K | 0.00 | 84.92K |
ALPHABET INC-ADFND | COMMON STOCK | 859.24K | SH | $247.08M 2.03% | 732.45K | 0.00 | 126.80K |
ALPHABET INC-CL CDFND | COMMON STOCK | 773.19K | SH | $221.80M 1.82% | 769.93K | 0.00 | 3.25K |
JPMORGAN CHASE & CODFND | COMMON STOCK | 739.68K | SH | $217.58M 1.79% | 682.45K | 0.00 | 57.23K |
NVIDIA CORPDFND | COMMON STOCK | 1.10M | SH | $192.26M 1.58% | 916.67K | 0.00 | 185.72K |
APTARGROUP INCDFND | COMMON STOCK | 1.35M | SH | $170.06M 1.40% | 1.25M | 0.00 | 100.27K |
DONALDSON CO INCDFND | COMMON STOCK | 1.90M | SH | $161.29M 1.33% | 1.76M | 0.00 | 141.89K |
HUBBELL INCDFND | COMMON STOCK | 327.97K | SH | $160.95M 1.32% | 303.91K | 0.00 | 24.06K |
JOHNSON & JOHNSONDFND | COMMON STOCK | 594.06K | SH | $145.21M 1.19% | 549.13K | 0.00 | 44.94K |
VISA INCDFND | COMMON STOCK | 476.26K | SH | $143.94M 1.18% | 434.19K | 0.00 | 42.07K |
CULLEN/FROST BANKERS INCDFND | COMMON STOCK | 967.85K | SH | $132.67M 1.09% | 899.29K | 0.00 | 68.56K |
CINCINNATI FINANCIAL CORPDFND | COMMON STOCK | 755.85K | SH | $118.93M 0.98% | 719.29K | 0.00 | 36.56K |
APPLIED INDUSTRIAL TECH INCDFND | COMMON STOCK | 439.44K | SH | $116.59M 0.96% | 413.12K | 0.00 | 26.32K |
COSTCO WHOLESALE CORPDFND | COMMON STOCK | 112.81K | SH | $112.41M 0.92% | 112.11K | 0.00 | 698.00 |
WATTS WATER TECHNOLOGIES-ADFND | COMMON STOCK | 379.02K | SH | $110.03M 0.90% | 356.25K | 0.00 | 22.78K |
GLOBUS MEDICAL INC-ADFND | COMMON STOCK | 1.25M | SH | $108.12M 0.89% | 1.18M | 0.00 | 73.27K |
ROSS STORES INCDFND | COMMON STOCK | 481.67K | SH | $104.35M 0.86% | 434.73K | 0.00 | 46.95K |
EXXON MOBIL CORPORATIONDFND | COMMON STOCK | 606.42K | SH | $102.89M 0.85% | 503.42K | 0.00 | 103K |
MAGNOLIA OIL & GAS CORPDFND | COMMON STOCK | 3.23M | SH | $101.90M 0.84% | 2.90M | 0.00 | 326.38K |
ESSENTIAL UTILS INCDFND | COMMON STOCK | 2.48M | SH | $99.93M 0.82% | 2.22M | 0.00 | 260.94K |
CHUBB LTDDFND | COMMON STOCK | 305.40K | SH | $99.54M 0.82% | 261.97K | 0.00 | 43.43K |
LITTELFUSE INCDFND | COMMON STOCK | 291.39K | SH | $98.88M 0.81% | 273.05K | 0.00 | 18.34K |
CISCO SYSTEMS INCDFND | COMMON STOCK | 1.27M | SH | $98.63M 0.81% | 1.12M | 0.00 | 155.06K |
APPLIED MATERIALS, INC.DFND | COMMON STOCK | 284.60K | SH | $97.27M 0.80% | 240.95K | 0.00 | 43.65K |
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