LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 11,034,751
- Description
- Boston Massachusetts based planning integrated investment advisor with a partnership structure and a valuation conscious and methodical investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through risk adjusted decision framing and governance clarity.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 534 | 11,034,751 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q3 2025 | 10/24/2025 | 527 | 11,396,822 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q2 2025 | 7/30/2025 | 518 | 11,315,020 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2025 | 4/24/2025 | 560 | 10,275,973 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2024 | 1/28/2025 | 560 | 11,627,180 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q3 2024 | 10/25/2024 | 571 | 11,201,754 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q2 2024 | 7/17/2024 | 551 | 10,859,491 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2024 | 4/23/2024 | 563 | 10,061,657 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2023 | 2/1/2024 | 554 | 10,094,343 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q3 2023 | 11/3/2023 | 607 | 8,932,858 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q2 2023 | 8/1/2023 | 631 | 9,359,534 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2023 | 5/2/2023 | 596 | 8,727,445 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2022 | 3/2/2023 | 575 | 8,081,526 | 13F-HR/A - RESTATEMENT | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2022 | 2/14/2023 | 578 | 8,560,077 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q3 2022 | 10/25/2022 | 611 | 7,688,810 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q2 2022 | 7/26/2022 | 648 | 8,136,938 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2022 | 4/13/2022 | 643 | 9,748,717 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2021 | 2/14/2022 | 728 | 10,908,259 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q3 2021 | 11/12/2021 | 753 | 10,097,912 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q2 2021 | 8/13/2021 | 959 | 9,873,593 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2021 | 4/14/2021 | 298 | 9,039,298 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2020 | 1/14/2021 | 785 | 8,933,227 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q3 2020 | 10/15/2020 | 596 | 7,967,501 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q2 2020 | 7/30/2020 | 594 | 7,249,730 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2020 | 4/15/2020 | 666 | 5,965,124 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2019 | 1/22/2020 | 679 | 7,406,394 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q1 2014 | 4/28/2014 | 624 | 3,658,174 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
| Q4 2013 | 2/11/2014 | 601 | 3,626,101 | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.03 M | 100.0% | 0 | 362.1 K | -362.1 K |
| Debt | 2.28 K | 0.0% | 21 | 0 | 21 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
11,034,751
Holdings
534
QoQ value change ($000)
-362,071
(-3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.