Filed: 10/29/2025ACC: 0001079112-25-000009
📋 What this filing means
HOWLAND CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $2.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$2.62B
Total AUM (reported)
22.16M
Total Shares
Allocation by class
COM$1.45B55.2%
CL A$171.28M6.5%
CAP STK CL A$142.64M5.4%
ALLWRLD EX US$140.44M5.4%
CL B NEW$90.79M3.5%
COM CL A$61.32M2.3%
ORD SHS$46.06M1.8%
Portfolio Concentration
Top 3$431.70M16.4%
4–10$593.54M22.6%
11–25$618.50M23.6%
Rest$981.08M37.4%
Top 3 weight
16.4%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 22.16M
Sole
Full voting authority
16.12M
shares
% of voting shares72.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.04M
shares
% of voting shares27.3%
Investment Discretion (by position count)
Sole274
Shared0
Other0
Dominant voting typeSole · 72.7% of voting shares
Institutional Holdings274
Rows:
MICROSOFT CORP
SOLEShares286.94K
TypeSH
Market value$148.62M
5.66%
Sole
218.32K
Shared
0.00
None
68.62K
ALPHABET INC
SOLEShares586.75K
TypeSH
Market value$142.64M
5.43%
Sole
449.55K
Shared
0.00
None
137.19K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.97M
TypeSH
Market value$140.44M
5.35%
Sole
1.57M
Shared
0.00
None
393.03K
APPLE INC
SOLEShares527.53K
TypeSH
Market value$134.33M
5.12%
Sole
344.56K
Shared
0.00
None
182.97K
NVIDIA CORPORATION
SOLEShares492.23K
TypeSH
Market value$91.84M
3.50%
Sole
386.13K
Shared
0.00
None
106.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares180.59K
TypeSH
Market value$90.79M
3.46%
Sole
147.17K
Shared
0.00
None
33.43K
AMPHENOL CORP NEW
SOLEShares650.26K
TypeSH
Market value$80.58M
3.07%
Sole
524.70K
Shared
0.00
None
125.56K
META PLATFORMS INC
SOLEShares97.33K
TypeSH
Market value$71.48M
2.72%
Sole
77.81K
Shared
0.00
None
19.52K
TJX COS INC NEW
SOLEShares432.48K
TypeSH
Market value$62.51M
2.38%
Sole
364.97K
Shared
0.00
None
67.51K
AMAZON COM INC
SOLEShares282.44K
TypeSH
Market value$62.02M
2.36%
Sole
179.49K
Shared
0.00
None
102.96K
VISA INC
SOLEShares178.63K
TypeSH
Market value$60.98M
2.32%
Sole
135.70K
Shared
0.00
None
42.93K
OREILLY AUTOMOTIVE INC
SOLEShares466.88K
TypeSH
Market value$50.33M
1.92%
Sole
357.60K
Shared
0.00
None
109.28K
S&P GLOBAL INC
SOLEShares101.12K
TypeSH
Market value$49.21M
1.87%
Sole
81.61K
Shared
0.00
None
19.50K
ECOLAB INC
SOLEShares168.10K
TypeSH
Market value$46.14M
1.76%
Sole
133.91K
Shared
0.00
None
34.19K
TE CONNECTIVITY PLC
SOLEShares209.81K
TypeSH
Market value$46.06M
1.75%
Sole
171K
Shared
0.00
None
38.81K
VANGUARD INDEX FDS
SOLEShares70.99K
TypeSH
Market value$43.59M
1.66%
Sole
19.99K
Shared
0.00
None
51K
AMERICAN TOWER CORP NEW
SOLEShares195.45K
TypeSH
Market value$37.91M
1.44%
Sole
162.88K
Shared
0.00
None
32.57K
WALMART INC
SOLEShares365.78K
TypeSH
Market value$37.70M
1.44%
Sole
291.11K
Shared
0.00
None
74.67K
STRYKER CORPORATION
SOLEShares100K
TypeSH
Market value$37.05M
1.41%
Sole
61.20K
Shared
0.00
None
38.79K
WATSCO INC
SOLEShares91.11K
TypeSH
Market value$36.84M
1.40%
Sole
74.01K
Shared
0.00
None
17.10K
THERMO FISHER SCIENTIFIC INC
SOLEShares75.73K
TypeSH
Market value$36.76M
1.40%
Sole
62.72K
Shared
0.00
None
13.01K
DANAHER CORPORATION
SOLEShares178.16K
TypeSH
Market value$35.38M
1.35%
Sole
140.65K
Shared
0.00
None
37.50K
SPDR S&P 500 ETF TR
SOLEShares52.27K
TypeSH
Market value$34.92M
1.33%
Sole
45.40K
Shared
0.00
None
6.88K
KINSALE CAP GROUP INC
SOLEShares78.27K
TypeSH
Market value$33.28M
1.27%
Sole
64.08K
Shared
0.00
None
14.19K
ISHARES TR
SOLEShares1.33M
TypeSH
Market value$32.33M
1.23%
Sole
958.52K
Shared
0.00
None
371.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 286.94K | SH | $148.62M 5.66% | 218.32K | 0.00 | 68.62K |
ALPHABET INCSOLE | CAP STK CL A | 586.75K | SH | $142.64M 5.43% | 449.55K | 0.00 | 137.19K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.97M | SH | $140.44M 5.35% | 1.57M | 0.00 | 393.03K |
APPLE INCSOLE | COM | 527.53K | SH | $134.33M 5.12% | 344.56K | 0.00 | 182.97K |
NVIDIA CORPORATIONSOLE | COM | 492.23K | SH | $91.84M 3.50% | 386.13K | 0.00 | 106.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 180.59K | SH | $90.79M 3.46% | 147.17K | 0.00 | 33.43K |
AMPHENOL CORP NEWSOLE | CL A | 650.26K | SH | $80.58M 3.07% | 524.70K | 0.00 | 125.56K |
META PLATFORMS INCSOLE | CL A | 97.33K | SH | $71.48M 2.72% | 77.81K | 0.00 | 19.52K |
TJX COS INC NEWSOLE | COM | 432.48K | SH | $62.51M 2.38% | 364.97K | 0.00 | 67.51K |
AMAZON COM INCSOLE | COM | 282.44K | SH | $62.02M 2.36% | 179.49K | 0.00 | 102.96K |
VISA INCSOLE | COM CL A | 178.63K | SH | $60.98M 2.32% | 135.70K | 0.00 | 42.93K |
OREILLY AUTOMOTIVE INCSOLE | COM | 466.88K | SH | $50.33M 1.92% | 357.60K | 0.00 | 109.28K |
S&P GLOBAL INCSOLE | COM | 101.12K | SH | $49.21M 1.87% | 81.61K | 0.00 | 19.50K |
ECOLAB INCSOLE | COM | 168.10K | SH | $46.14M 1.76% | 133.91K | 0.00 | 34.19K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 209.81K | SH | $46.06M 1.75% | 171K | 0.00 | 38.81K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 70.99K | SH | $43.59M 1.66% | 19.99K | 0.00 | 51K |
AMERICAN TOWER CORP NEWSOLE | COM | 195.45K | SH | $37.91M 1.44% | 162.88K | 0.00 | 32.57K |
WALMART INCSOLE | COM | 365.78K | SH | $37.70M 1.44% | 291.11K | 0.00 | 74.67K |
STRYKER CORPORATIONSOLE | COM | 100K | SH | $37.05M 1.41% | 61.20K | 0.00 | 38.79K |
WATSCO INCSOLE | COM | 91.11K | SH | $36.84M 1.40% | 74.01K | 0.00 | 17.10K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 75.73K | SH | $36.76M 1.40% | 62.72K | 0.00 | 13.01K |
DANAHER CORPORATIONSOLE | COM | 178.16K | SH | $35.38M 1.35% | 140.65K | 0.00 | 37.50K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 52.27K | SH | $34.92M 1.33% | 45.40K | 0.00 | 6.88K |
KINSALE CAP GROUP INCSOLE | COM | 78.27K | SH | $33.28M 1.27% | 64.08K | 0.00 | 14.19K |
ISHARES TRSOLE | IBONDS DEC2026 | 1.33M | SH | $32.33M 1.23% | 958.52K | 0.00 | 371.88K |
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