LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
SEC Form 13F institutional filer · CIK 0000932974
13F-HR · 332 reported holdings · 2026-03-31
Fiduciary advisor.
Reported long-US-equity value
$9.40B
Top-10 concentration
52.5%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA — $9.4B AUM allocation strategy
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA files SEC Form 13F and reports $9.4B of long US equity value across 332 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.8%, followed by Health Care 12.0% and Communication Services 11.5%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$9.4B
total across 332 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NOW +94.3K sh · −$69.8M+$NVDA +76.5K sh · +$14.6M+$INTU +71.2K sh · −$158M
Biggest trims (shares)
−$TTD −279K sh · −$20.1M−$ADBE −166K sh · −$69.1M−$BAC −139K sh · −$7.21M
Exited to nil (held last quarter, gone now)
$CRWD ($17.2K last qtr)$URI ($11.8K last qtr)$MET ($5.68K last qtr)$AIG ($5.32K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services11.5%—
- Transaction & Payment Processing Services10.7%—
- Systems Software7.3%—
- Life Sciences Tools & Services6.2%—
- Health Care Equipment5.9%—
- Semiconductors5.7%—
- Broadline Retail5.7%—
- Technology Hardware, Storage & Peripherals4.0%—
- Other holdings43.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.89M | $916M | -85.1K | 9.7% |
| $MA | Mastercard Incorporated | 1.38M | $688M | -3.92K | 7.3% |
| $MSFT | Microsoft Corporation | 1.84M | $683M | +1.45K | 7.3% |
| $AMZN | Amazon.com Inc | 2.24M | $535M | +47K | 5.7% |
| $SYK | Stryker Corporation | 1.15M | $390M | -5.13K | 4.1% |
| $AAPL | Apple Inc | 1.43M | $372M | +10.6K | 4.0% |
| $INTU | Intuit Inc | 1.01M | $356M | +71.2K | 3.8% |
| $NVDA | NVIDIA Corporation | 1.82M | $343M | +76.5K | 3.6% |
| $TJX | TJX Companies Inc | 2.11M | $341M | -52.7K | 3.6% |
| $DHR | Danaher Corporation | 1.66M | $315M | +615 | 3.3% |
…and 322 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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