LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Filed: 4/13/2026ACC: 0000932974-26-000003

📋 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 $9.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

560

Positions

$9.98B

Total AUM (reported)

47.58M

Total Shares

Allocation by class

COMMON STOCK$9.44B94.6%

FOREIGN STOCK$468.88M4.7%

EQUITY MUTUAL F$67.61M0.7%

BOND MUTUAL FUN$2.24M0.0%

OPTIONS$32.6K0.0%

Portfolio Concentration

Top 3$2.29B22.9%

4–10$2.65B26.6%

11–25$2.59B26.0%

Rest$2.45B24.5%

Top 3 weight

22.9%

Top 10 weight

49.5%

Voting Authority Distribution

Total shares with voting rights: 47.58M

Sole

Full voting authority

45.86M

% of voting shares96.4%

Shared

Joint voting authority

298.07K

% of voting shares0.6%

None

No voting authority

1.42M

% of voting shares3.0%

Investment Discretion (by position count)

Sole560

Shared0

Other0

Dominant voting typeSole · 96.4% of voting shares

Institutional Holdings560

Rows:

ALPHABET INC

SOLE

COMMON STOCK

Shares2.89M

TypeSH

Market value$916.29M

9.18%

Sole

2.78M

Shared

18.75K

None

86.26K

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.38M

TypeSH

Market value$687.67M

6.89%

Sole

1.33M

Shared

10.77K

None

35.05K

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.84M

TypeSH

Market value$683.41M

6.85%

Sole

1.78M

Shared

12.67K

None

49.12K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.24M

TypeSH

Market value$535.11M

5.36%

Sole

2.17M

Shared

10.68K

None

68.29K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.15M

TypeSH

Market value$389.56M

3.90%

Sole

1.11M

Shared

8.76K

None

31.51K

APPLE INC

SOLE

COMMON STOCK

Shares1.43M

TypeSH

Market value$372.10M

3.73%

Sole

1.39M

Shared

0.00

None

40.55K

INTUIT

SOLE

COMMON STOCK

Shares1.01M

TypeSH

Market value$355.83M

3.57%

Sole

979.46K

Shared

6.57K

None

27.89K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.82M

TypeSH

Market value$342.71M

3.43%

Sole

1.73M

Shared

4.41K

None

80.21K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.11M

TypeSH

Market value$340.99M

3.42%

Sole

2.03M

Shared

23.23K

None

61K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.66M

TypeSH

Market value$314.69M

3.15%

Sole

1.60M

Shared

12.99K

None

47.41K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares531.22K

TypeSH

Market value$263.54M

2.64%

Sole

512.86K

Shared

555.00

None

17.80K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares238.38K

TypeSH

Market value$238.02M

2.39%

Sole

229.54K

Shared

0.00

None

8.84K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.22M

TypeSH

Market value$218.11M

2.19%

Sole

1.18M

Shared

8.96K

None

29.18K

PARKER-HANNIFIN CORP

SOLE

COMMON STOCK

Shares204.95K

TypeSH

Market value$201.72M

2.02%

Sole

196.05K

Shared

0.00

None

8.90K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares967.59K

TypeSH

Market value$197.75M

1.98%

Sole

928.79K

Shared

11.43K

None

27.36K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.39M

TypeSH

Market value$189.26M

1.90%

Sole

1.33M

Shared

12.25K

None

51.06K

VISA INC

SOLE

COMMON STOCK

Shares594.99K

TypeSH

Market value$181.09M

1.82%

Sole

578.11K

Shared

0.00

None

16.88K

META PLATFORMS INC CL A

SOLE

COMMON STOCK

Shares264.57K

TypeSH

Market value$166.64M

1.67%

Sole

251.90K

Shared

2.23K

None

10.44K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.61M

TypeSH

Market value$161.89M

1.62%

Sole

1.56M

Shared

7.80K

None

51.02K

CANADIAN NATIONAL RAILWAY

SOLE

FOREIGN STOCK

Shares1.27M

TypeSH

Market value$140.04M

1.40%

Sole

1.23M

Shared

10.54K

None

33.77K

FISERV INC

SOLE

COMMON STOCK

Shares2.50M

TypeSH

Market value$140.03M

1.40%

Sole

2.42M

Shared

18.38K

None

54.70K

SERVICENOW INC

SOLE

COMMON STOCK

Shares1.68M

TypeSH

Market value$139.77M

1.40%

Sole

1.62M

Shared

6.65K

None

58.32K

SYNOPSYS INC

SOLE

COMMON STOCK

Shares323.45K

TypeSH

Market value$126.87M

1.27%

Sole

312.14K

Shared

0.00

None

11.32K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares605.91K

TypeSH

Market value$114.39M

1.15%

Sole

585.15K

Shared

7.01K

None

13.76K

BERKSHIRE HATHAWAY INC

SOLE

COMMON STOCK

Shares233.10K

TypeSH

Market value$111.87M

1.12%

Sole

224.72K

Shared

648.00

None

7.73K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ALPHABET INCSOLE	COMMON STOCK	2.89M	SH	$916.29M 9.18%	2.78M	18.75K	86.26K
MASTERCARD INCSOLE	COMMON STOCK	1.38M	SH	$687.67M 6.89%	1.33M	10.77K	35.05K
MICROSOFT CORPSOLE	COMMON STOCK	1.84M	SH	$683.41M 6.85%	1.78M	12.67K	49.12K
AMAZON.COMSOLE	COMMON STOCK	2.24M	SH	$535.11M 5.36%	2.17M	10.68K	68.29K
STRYKER CORPSOLE	COMMON STOCK	1.15M	SH	$389.56M 3.90%	1.11M	8.76K	31.51K
APPLE INCSOLE	COMMON STOCK	1.43M	SH	$372.10M 3.73%	1.39M	0.00	40.55K
INTUITSOLE	COMMON STOCK	1.01M	SH	$355.83M 3.57%	979.46K	6.57K	27.89K
NVIDIA CORPSOLE	COMMON STOCK	1.82M	SH	$342.71M 3.43%	1.73M	4.41K	80.21K
TJX COMPANIES INCSOLE	COMMON STOCK	2.11M	SH	$340.99M 3.42%	2.03M	23.23K	61K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.66M	SH	$314.69M 3.15%	1.60M	12.99K	47.41K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	531.22K	SH	$263.54M 2.64%	512.86K	555.00	17.80K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	238.38K	SH	$238.02M 2.39%	229.54K	0.00	8.84K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.22M	SH	$218.11M 2.19%	1.18M	8.96K	29.18K
PARKER-HANNIFIN CORPSOLE	COMMON STOCK	204.95K	SH	$201.72M 2.02%	196.05K	0.00	8.90K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	967.59K	SH	$197.75M 1.98%	928.79K	11.43K	27.36K
EOG RESOURCESSOLE	COMMON STOCK	1.39M	SH	$189.26M 1.90%	1.33M	12.25K	51.06K
VISA INCSOLE	COMMON STOCK	594.99K	SH	$181.09M 1.82%	578.11K	0.00	16.88K
META PLATFORMS INC CL ASOLE	COMMON STOCK	264.57K	SH	$166.64M 1.67%	251.90K	2.23K	10.44K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.61M	SH	$161.89M 1.62%	1.56M	7.80K	51.02K
CANADIAN NATIONAL RAILWAYSOLE	FOREIGN STOCK	1.27M	SH	$140.04M 1.40%	1.23M	10.54K	33.77K
FISERV INCSOLE	COMMON STOCK	2.50M	SH	$140.03M 1.40%	2.42M	18.38K	54.70K
SERVICENOW INCSOLE	COMMON STOCK	1.68M	SH	$139.77M 1.40%	1.62M	6.65K	58.32K
SYNOPSYS INCSOLE	COMMON STOCK	323.45K	SH	$126.87M 1.27%	312.14K	0.00	11.32K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	605.91K	SH	$114.39M 1.15%	585.15K	7.01K	13.76K
BERKSHIRE HATHAWAY INCSOLE	COMMON STOCK	233.10K	SH	$111.87M 1.12%	224.72K	648.00	7.73K

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