LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Filed: 4/24/2025ACC: 0000932974-25-000004

📋 What this filing means

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed this quarterly 13F‑HR report disclosing 560 equity positions with a total reported market value of $10.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

560

Positions

$10.28B

Total AUM (reported)

48.42M

Total Shares

Allocation by class

COMMON STOCK$9.82B95.6%

FOREIGN STOCK$406.61M4.0%

EQUITY MUTUAL F$47.07M0.5%

BOND MUTUAL FUN$2.04M0.0%

OPTIONS$21.3K0.0%

Portfolio Concentration

Top 3$2.08B20.3%

4–10$2.78B27.0%

11–25$2.91B28.3%

Rest$2.51B24.4%

Top 3 weight

20.3%

Top 10 weight

47.3%

Voting Authority Distribution

Total shares with voting rights: 48.42M

Sole

Full voting authority

46.72M

% of voting shares96.5%

Shared

Joint voting authority

301.41K

% of voting shares0.6%

None

No voting authority

1.39M

% of voting shares2.9%

Investment Discretion (by position count)

Sole560

Shared0

Other0

Dominant voting typeSole · 96.5% of voting shares

Institutional Holdings560

Rows:

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.45M

TypeSH

Market value$767.12M

7.47%

Sole

1.40M

Shared

11.63K

None

34.92K

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.91M

TypeSH

Market value$714.16M

6.95%

Sole

1.84M

Shared

13.31K

None

49.48K

FISERV INC

SOLE

COMMON STOCK

Shares2.78M

TypeSH

Market value$602.75M

5.87%

Sole

2.68M

Shared

19.93K

None

73.58K

INTUIT

SOLE

COMMON STOCK

Shares934.49K

TypeSH

Market value$557.00M

5.42%

Sole

903.61K

Shared

6.71K

None

24.16K

ALPHABET INC

SOLE

COMMON STOCK

Shares3.06M

TypeSH

Market value$475.83M

4.63%

Sole

2.95M

Shared

22.19K

None

89.57K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.17M

TypeSH

Market value$419.35M

4.08%

Sole

1.13M

Shared

8.86K

None

31.15K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.20M

TypeSH

Market value$397.36M

3.87%

Sole

2.13M

Shared

8.48K

None

65.74K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.67M

TypeSH

Market value$328.10M

3.19%

Sole

1.61M

Shared

12.99K

None

47.70K

APPLE INC

SOLE

COMMON STOCK

Shares1.49M

TypeSH

Market value$304.02M

2.96%

Sole

1.45M

Shared

0.00

None

37.04K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.38M

TypeSH

Market value$294.35M

2.86%

Sole

1.34M

Shared

9.26K

None

37.51K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.30M

TypeSH

Market value$288.64M

2.81%

Sole

2.21M

Shared

28.14K

None

65.06K

SERVICENOW INC

SOLE

COMMON STOCK

Shares303.59K

TypeSH

Market value$246.73M

2.40%

Sole

291.80K

Shared

1.33K

None

10.46K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares244.20K

TypeSH

Market value$238.30M

2.32%

Sole

234.91K

Shared

0.00

None

9.29K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares523.48K

TypeSH

Market value$225.95M

2.20%

Sole

503.96K

Shared

2.30K

None

17.21K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.70M

TypeSH

Market value$220.58M

2.15%

Sole

1.64M

Shared

8.28K

None

53.91K

PAYCOM SOFTWARE INC

SOLE

COMMON STOCK

Shares963.30K

TypeSH

Market value$211.18M

2.06%

Sole

928.24K

Shared

8.40K

None

26.66K

ADOBE SYSTEMS INC

SOLE

COMMON STOCK

Shares586.58K

TypeSH

Market value$206.45M

2.01%

Sole

565.99K

Shared

2.16K

None

18.43K

VISA INC

SOLE

COMMON STOCK

Shares569.67K

TypeSH

Market value$190.48M

1.85%

Sole

555.45K

Shared

0.00

None

14.22K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares640.48K

TypeSH

Market value$188.01M

1.83%

Sole

617.82K

Shared

6.99K

None

15.67K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares966.13K

TypeSH

Market value$174.74M

1.70%

Sole

926.96K

Shared

11.43K

None

27.74K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.56M

TypeSH

Market value$160.01M

1.56%

Sole

1.48M

Shared

0.00

None

73.14K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.42M

TypeSH

Market value$158.08M

1.54%

Sole

1.35M

Shared

12.25K

None

53.63K

CANADIAN NATIONAL RAILWAY

SOLE

FOREIGN STOCK

Shares1.43M

TypeSH

Market value$140.04M

1.36%

Sole

1.38M

Shared

10.54K

None

37.59K

CHURCH & DWIGHT CO

SOLE

COMMON STOCK

Shares1.28M

TypeSH

Market value$130.52M

1.27%

Sole

1.25M

Shared

5.13K

None

27.43K

VEEVA SYSTEMS INC

SOLE

COMMON STOCK

Shares574.16K

TypeSH

Market value$126.62M

1.23%

Sole

552.58K

Shared

4.83K

None

16.74K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MASTERCARD INCSOLE	COMMON STOCK	1.45M	SH	$767.12M 7.47%	1.40M	11.63K	34.92K
MICROSOFT CORPSOLE	COMMON STOCK	1.91M	SH	$714.16M 6.95%	1.84M	13.31K	49.48K
FISERV INCSOLE	COMMON STOCK	2.78M	SH	$602.75M 5.87%	2.68M	19.93K	73.58K
INTUITSOLE	COMMON STOCK	934.49K	SH	$557.00M 5.42%	903.61K	6.71K	24.16K
ALPHABET INCSOLE	COMMON STOCK	3.06M	SH	$475.83M 4.63%	2.95M	22.19K	89.57K
STRYKER CORPSOLE	COMMON STOCK	1.17M	SH	$419.35M 4.08%	1.13M	8.86K	31.15K
AMAZON.COMSOLE	COMMON STOCK	2.20M	SH	$397.36M 3.87%	2.13M	8.48K	65.74K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.67M	SH	$328.10M 3.19%	1.61M	12.99K	47.70K
APPLE INCSOLE	COMMON STOCK	1.49M	SH	$304.02M 2.96%	1.45M	0.00	37.04K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.38M	SH	$294.35M 2.86%	1.34M	9.26K	37.51K
TJX COMPANIES INCSOLE	COMMON STOCK	2.30M	SH	$288.64M 2.81%	2.21M	28.14K	65.06K
SERVICENOW INCSOLE	COMMON STOCK	303.59K	SH	$246.73M 2.40%	291.80K	1.33K	10.46K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	244.20K	SH	$238.30M 2.32%	234.91K	0.00	9.29K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	523.48K	SH	$225.95M 2.20%	503.96K	2.30K	17.21K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.70M	SH	$220.58M 2.15%	1.64M	8.28K	53.91K
PAYCOM SOFTWARE INCSOLE	COMMON STOCK	963.30K	SH	$211.18M 2.06%	928.24K	8.40K	26.66K
ADOBE SYSTEMS INCSOLE	COMMON STOCK	586.58K	SH	$206.45M 2.01%	565.99K	2.16K	18.43K
VISA INCSOLE	COMMON STOCK	569.67K	SH	$190.48M 1.85%	555.45K	0.00	14.22K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	640.48K	SH	$188.01M 1.83%	617.82K	6.99K	15.67K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	966.13K	SH	$174.74M 1.70%	926.96K	11.43K	27.74K
NVIDIA CORPSOLE	COMMON STOCK	1.56M	SH	$160.01M 1.56%	1.48M	0.00	73.14K
EOG RESOURCESSOLE	COMMON STOCK	1.42M	SH	$158.08M 1.54%	1.35M	12.25K	53.63K
CANADIAN NATIONAL RAILWAYSOLE	FOREIGN STOCK	1.43M	SH	$140.04M 1.36%	1.38M	10.54K	37.59K
CHURCH & DWIGHT COSOLE	COMMON STOCK	1.28M	SH	$130.52M 1.27%	1.25M	5.13K	27.43K
VEEVA SYSTEMS INCSOLE	COMMON STOCK	574.16K	SH	$126.62M 1.23%	552.58K	4.83K	16.74K

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