LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Filed: 10/24/2025ACC: 0000932974-25-000013

📋 What this filing means

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed this quarterly 13F‑HR report disclosing 527 equity positions with a total reported market value of $11.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

527

Positions

$11.40B

Total AUM (reported)

48.47M

Total Shares

Allocation by class

COMMON STOCK$10.87B95.4%

FOREIGN STOCK$464.18M4.1%

EQUITY MUTUAL F$57.33M0.5%

BOND MUTUAL FUN$2.26M0.0%

OPTIONS$19.3K0.0%

Portfolio Concentration

Top 3$2.52B22.1%

4–10$2.99B26.2%

11–25$3.25B28.5%

Rest$2.64B23.2%

Top 3 weight

22.1%

Top 10 weight

48.3%

Voting Authority Distribution

Total shares with voting rights: 48.47M

Sole

Full voting authority

46.78M

% of voting shares96.5%

Shared

Joint voting authority

296.34K

% of voting shares0.6%

None

No voting authority

1.40M

% of voting shares2.9%

Investment Discretion (by position count)

Sole527

Shared0

Other0

Dominant voting typeSole · 96.5% of voting shares

Institutional Holdings527

Rows:

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.85M

TypeSH

Market value$963.95M

8.46%

Sole

1.79M

Shared

12.77K

None

48.05K

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.39M

TypeSH

Market value$795.33M

6.98%

Sole

1.34M

Shared

10.89K

None

34.02K

ALPHABET INC

SOLE

COMMON STOCK

Shares3.01M

TypeSH

Market value$762.45M

6.69%

Sole

2.90M

Shared

21.19K

None

88.55K

INTUIT

SOLE

COMMON STOCK

Shares927.42K

TypeSH

Market value$628.53M

5.51%

Sole

896.25K

Shared

6.57K

None

24.60K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.20M

TypeSH

Market value$486.74M

4.27%

Sole

2.13M

Shared

8.64K

None

65.63K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.16M

TypeSH

Market value$443.56M

3.89%

Sole

1.12M

Shared

8.76K

None

31.27K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.67M

TypeSH

Market value$371.58M

3.26%

Sole

1.61M

Shared

12.99K

None

48.08K

APPLE INC

SOLE

COMMON STOCK

Shares1.43M

TypeSH

Market value$370.91M

3.25%

Sole

1.39M

Shared

0.00

None

34.71K

FISERV INC

SOLE

COMMON STOCK

Shares2.92M

TypeSH

Market value$362.13M

3.18%

Sole

2.83M

Shared

18.55K

None

77.75K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.77M

TypeSH

Market value$321.62M

2.82%

Sole

1.68M

Shared

4.41K

None

81.73K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.22M

TypeSH

Market value$316.37M

2.78%

Sole

2.13M

Shared

25.47K

None

63.37K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares542.69K

TypeSH

Market value$310.37M

2.72%

Sole

523.41K

Shared

1.24K

None

18.03K

SERVICENOW INC

SOLE

COMMON STOCK

Shares313.21K

TypeSH

Market value$294.16M

2.58%

Sole

301.15K

Shared

1.33K

None

10.74K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.38M

TypeSH

Market value$262.22M

2.30%

Sole

1.33M

Shared

9.26K

None

36.08K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares241.60K

TypeSH

Market value$227.60M

2.00%

Sole

232.38K

Shared

0.00

None

9.22K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares971.91K

TypeSH

Market value$214.53M

1.88%

Sole

932.65K

Shared

11.43K

None

27.83K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.67M

TypeSH

Market value$210.96M

1.85%

Sole

1.61M

Shared

7.80K

None

53.07K

VISA INC

SOLE

COMMON STOCK

Shares574.04K

TypeSH

Market value$198.60M

1.74%

Sole

559.06K

Shared

0.00

None

14.98K

PAYCOM SOFTWARE INC

SOLE

COMMON STOCK

Shares949.41K

TypeSH

Market value$190.12M

1.67%

Sole

916.03K

Shared

8.15K

None

25.24K

VEEVA SYSTEMS INC

SOLE

COMMON STOCK

Shares642.60K

TypeSH

Market value$187.32M

1.64%

Sole

617.72K

Shared

4.83K

None

20.05K

ADOBE SYSTEMS INC

SOLE

COMMON STOCK

Shares511.90K

TypeSH

Market value$181.27M

1.59%

Sole

494.96K

Shared

2.16K

None

14.78K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares630.59K

TypeSH

Market value$177.54M

1.56%

Sole

608.12K

Shared

7.01K

None

15.46K

META PLATFORMS INC CL A

SOLE

COMMON STOCK

Shares221.33K

TypeSH

Market value$162.46M

1.43%

Sole

211.04K

Shared

2.23K

None

8.06K

PARKER-HANNIFIN CORP

SOLE

COMMON STOCK

Shares207.95K

TypeSH

Market value$159.33M

1.40%

Sole

198.61K

Shared

0.00

None

9.34K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.42M

TypeSH

Market value$153.06M

1.34%

Sole

1.35M

Shared

12.25K

None

53.41K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPSOLE	COMMON STOCK	1.85M	SH	$963.95M 8.46%	1.79M	12.77K	48.05K
MASTERCARD INCSOLE	COMMON STOCK	1.39M	SH	$795.33M 6.98%	1.34M	10.89K	34.02K
ALPHABET INCSOLE	COMMON STOCK	3.01M	SH	$762.45M 6.69%	2.90M	21.19K	88.55K
INTUITSOLE	COMMON STOCK	927.42K	SH	$628.53M 5.51%	896.25K	6.57K	24.60K
AMAZON.COMSOLE	COMMON STOCK	2.20M	SH	$486.74M 4.27%	2.13M	8.64K	65.63K
STRYKER CORPSOLE	COMMON STOCK	1.16M	SH	$443.56M 3.89%	1.12M	8.76K	31.27K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.67M	SH	$371.58M 3.26%	1.61M	12.99K	48.08K
APPLE INCSOLE	COMMON STOCK	1.43M	SH	$370.91M 3.25%	1.39M	0.00	34.71K
FISERV INCSOLE	COMMON STOCK	2.92M	SH	$362.13M 3.18%	2.83M	18.55K	77.75K
NVIDIA CORPSOLE	COMMON STOCK	1.77M	SH	$321.62M 2.82%	1.68M	4.41K	81.73K
TJX COMPANIES INCSOLE	COMMON STOCK	2.22M	SH	$316.37M 2.78%	2.13M	25.47K	63.37K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	542.69K	SH	$310.37M 2.72%	523.41K	1.24K	18.03K
SERVICENOW INCSOLE	COMMON STOCK	313.21K	SH	$294.16M 2.58%	301.15K	1.33K	10.74K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.38M	SH	$262.22M 2.30%	1.33M	9.26K	36.08K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	241.60K	SH	$227.60M 2.00%	232.38K	0.00	9.22K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	971.91K	SH	$214.53M 1.88%	932.65K	11.43K	27.83K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.67M	SH	$210.96M 1.85%	1.61M	7.80K	53.07K
VISA INCSOLE	COMMON STOCK	574.04K	SH	$198.60M 1.74%	559.06K	0.00	14.98K
PAYCOM SOFTWARE INCSOLE	COMMON STOCK	949.41K	SH	$190.12M 1.67%	916.03K	8.15K	25.24K
VEEVA SYSTEMS INCSOLE	COMMON STOCK	642.60K	SH	$187.32M 1.64%	617.72K	4.83K	20.05K
ADOBE SYSTEMS INCSOLE	COMMON STOCK	511.90K	SH	$181.27M 1.59%	494.96K	2.16K	14.78K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	630.59K	SH	$177.54M 1.56%	608.12K	7.01K	15.46K
META PLATFORMS INC CL ASOLE	COMMON STOCK	221.33K	SH	$162.46M 1.43%	211.04K	2.23K	8.06K
PARKER-HANNIFIN CORPSOLE	COMMON STOCK	207.95K	SH	$159.33M 1.40%	198.61K	0.00	9.34K
EOG RESOURCESSOLE	COMMON STOCK	1.42M	SH	$153.06M 1.34%	1.35M	12.25K	53.41K

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