Filed: 7/11/2025ACC: 0001062993-25-012738
📋 What this filing means
WRIGHT INVESTORS SERVICE INC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $331.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$331.29M
Total AUM (reported)
2.67M
Total Shares
Allocation by class
COM$262.22M79.2%
CL A$24.97M7.5%
COM NEW$10.56M3.2%
COM CL A$8.73M2.6%
CAP STK CL A$7.28M2.2%
COM SHS$3.72M1.1%
CAP STK CL C$3.65M1.1%
Portfolio Concentration
Top 3$52.15M15.7%
4–10$68.56M20.7%
11–25$72.09M21.8%
Rest$138.49M41.8%
Top 3 weight
15.7%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 2.67M
Sole
Full voting authority
2.50M
shares
% of voting shares93.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
170.37K
shares
% of voting shares6.4%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeSole · 93.6% of voting shares
Institutional Holdings141
Rows:
MICROSOFT CORP
SOLEShares39.61K
TypeSH
Market value$19.70M
5.95%
Sole
39.61K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares112.40K
TypeSH
Market value$17.76M
5.36%
Sole
112.40K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares19.90K
TypeSH
Market value$14.69M
4.43%
Sole
19.41K
Shared
0.00
None
494.00
APPLE INC
SOLEShares65.81K
TypeSH
Market value$13.50M
4.08%
Sole
65.81K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares55.47K
TypeSH
Market value$12.17M
3.67%
Sole
55.47K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares39.98K
TypeSH
Market value$11.02M
3.33%
Sole
38.97K
Shared
0.00
None
1.01K
PROGRESSIVE CORP
SOLEShares33.89K
TypeSH
Market value$9.04M
2.73%
Sole
32.39K
Shared
0.00
None
1.50K
JPMORGAN CHASE & CO.
SOLEShares28.74K
TypeSH
Market value$8.33M
2.52%
Sole
26.18K
Shared
0.00
None
2.56K
ALPHABET INC
SOLEShares41.32K
TypeSH
Market value$7.28M
2.20%
Sole
40.52K
Shared
0.00
None
793.00
AMERICAN EXPRESS CO
SOLEShares22.62K
TypeSH
Market value$7.21M
2.18%
Sole
21.32K
Shared
0.00
None
1.30K
VISA INC
SOLEShares18.91K
TypeSH
Market value$6.71M
2.03%
Sole
18.91K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares94.70K
TypeSH
Market value$6.70M
2.02%
Sole
89.70K
Shared
0.00
None
5K
GILEAD SCIENCES INC
SOLEShares50.95K
TypeSH
Market value$5.65M
1.70%
Sole
46.95K
Shared
0.00
None
4K
CATERPILLAR INC
SOLEShares13.98K
TypeSH
Market value$5.43M
1.64%
Sole
13.01K
Shared
0.00
None
972.00
EXXON MOBIL CORP
SOLEShares48.99K
TypeSH
Market value$5.28M
1.59%
Sole
44.78K
Shared
0.00
None
4.21K
HOME DEPOT INC
SOLEShares13.43K
TypeSH
Market value$4.92M
1.49%
Sole
13.09K
Shared
0.00
None
339.00
BANK AMERICA CORP
SOLEShares96.93K
TypeSH
Market value$4.59M
1.38%
Sole
89.31K
Shared
0.00
None
7.62K
NRG ENERGY INC
SOLEShares27.74K
TypeSH
Market value$4.45M
1.34%
Sole
25.60K
Shared
0.00
None
2.14K
TESLA INC
SOLEShares13.82K
TypeSH
Market value$4.39M
1.32%
Sole
13.82K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares12.77K
TypeSH
Market value$4.22M
1.27%
Sole
11.78K
Shared
0.00
None
993.00
BRISTOL-MYERS SQUIBB CO
SOLEShares89.82K
TypeSH
Market value$4.16M
1.26%
Sole
82.87K
Shared
0.00
None
6.95K
NETFLIX INC
SOLEShares3.10K
TypeSH
Market value$4.16M
1.25%
Sole
3.10K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares12.72K
TypeSH
Market value$3.97M
1.20%
Sole
12.17K
Shared
0.00
None
552.00
ORACLE CORP
SOLEShares17.28K
TypeSH
Market value$3.78M
1.14%
Sole
17.28K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares103.38K
TypeSH
Market value$3.69M
1.11%
Sole
96.19K
Shared
0.00
None
7.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 39.61K | SH | $19.70M 5.95% | 39.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 112.40K | SH | $17.76M 5.36% | 112.40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 19.90K | SH | $14.69M 4.43% | 19.41K | 0.00 | 494.00 |
APPLE INCSOLE | COM | 65.81K | SH | $13.50M 4.08% | 65.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 55.47K | SH | $12.17M 3.67% | 55.47K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 39.98K | SH | $11.02M 3.33% | 38.97K | 0.00 | 1.01K |
PROGRESSIVE CORPSOLE | COM | 33.89K | SH | $9.04M 2.73% | 32.39K | 0.00 | 1.50K |
JPMORGAN CHASE & CO.SOLE | COM | 28.74K | SH | $8.33M 2.52% | 26.18K | 0.00 | 2.56K |
ALPHABET INCSOLE | CAP STK CL A | 41.32K | SH | $7.28M 2.20% | 40.52K | 0.00 | 793.00 |
AMERICAN EXPRESS COSOLE | COM | 22.62K | SH | $7.21M 2.18% | 21.32K | 0.00 | 1.30K |
VISA INCSOLE | COM CL A | 18.91K | SH | $6.71M 2.03% | 18.91K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 94.70K | SH | $6.70M 2.02% | 89.70K | 0.00 | 5K |
GILEAD SCIENCES INCSOLE | COM | 50.95K | SH | $5.65M 1.70% | 46.95K | 0.00 | 4K |
CATERPILLAR INCSOLE | COM | 13.98K | SH | $5.43M 1.64% | 13.01K | 0.00 | 972.00 |
EXXON MOBIL CORPSOLE | COM | 48.99K | SH | $5.28M 1.59% | 44.78K | 0.00 | 4.21K |
HOME DEPOT INCSOLE | COM | 13.43K | SH | $4.92M 1.49% | 13.09K | 0.00 | 339.00 |
BANK AMERICA CORPSOLE | COM | 96.93K | SH | $4.59M 1.38% | 89.31K | 0.00 | 7.62K |
NRG ENERGY INCSOLE | COM NEW | 27.74K | SH | $4.45M 1.34% | 25.60K | 0.00 | 2.14K |
TESLA INCSOLE | COM | 13.82K | SH | $4.39M 1.32% | 13.82K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 12.77K | SH | $4.22M 1.27% | 11.78K | 0.00 | 993.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 89.82K | SH | $4.16M 1.26% | 82.87K | 0.00 | 6.95K |
NETFLIX INCSOLE | COM | 3.10K | SH | $4.16M 1.25% | 3.10K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 12.72K | SH | $3.97M 1.20% | 12.17K | 0.00 | 552.00 |
ORACLE CORPSOLE | COM | 17.28K | SH | $3.78M 1.14% | 17.28K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 103.38K | SH | $3.69M 1.11% | 96.19K | 0.00 | 7.19K |
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