13F-HR filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 560 holding rows worth $9,977,224,026.
- Accession
- 0000932974-26-000003
- Filer
- CIK 932974
- Filed
- 2026-04-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 653 entries on the cover page, a total value of $9,977,224,026 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,977,224,026 with VALUE read as dollars as filed, 13F file number 028-04578. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BOSTON BEER INC CL A | 100557107 | Stock | 63 | $16,204 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 345 | $15,025 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 76 | $14,977 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V142 | WATER RES ETF | 206 | $14,301 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 166 | $13,542 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 178 | $13,478 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 1,000 | $13,280 | dollars as filed | |
| AEGON LTD AMER REG 1 CERT | 0076CA104 | ADR | 1,610 | $12,671 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 9 | $12,184 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 95 | $12,148 | dollars as filed | |
| TORTOISE CAPITAL SERIES TRUS | 890930100 | ESSENTIAL ENERGY | 542 | $12,097 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 1,706 | $11,754 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 1,202 | $11,647 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 160 | $11,070 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 460 | $10,447 | dollars as filed | |
| EASTERN BANKSHARES INC COM | 27627N105 | Stock | 490 | $10,207 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 400 | $10,104 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 50 | $10,055 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 1,000 | $9,460 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 950 | $9,348 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 83 | $9,338 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 48 | $9,192 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 741 | $9,063 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 38 | $8,503 | dollars as filed | |
| HEXCEL CORP NEW | 428291108 | COM | 100 | $8,359 | dollars as filed | |
| PROVIDENT FINL SVCS INC COM | 74386T105 | Stock | 364 | $8,026 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 46 | $7,890 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 38 | $7,753 | dollars as filed | |
| ZIONS BANCORPORATION | 989701107 | COM | 120 | $7,326 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 330 | $6,996 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 93 | $6,686 | dollars as filed | |
| HERC HLDGS INC COM | 42704L104 | Stock | 62 | $6,384 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 693 | $6,119 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 74 | $5,610 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 90 | $5,558 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 105 | $5,318 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 3,000 | $5,280 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 35 | $5,206 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 16 | $5,000 | dollars as filed | |
| SUNOCO LP/SUNOCO FIN CORP | 86765K109 | COM UT REP LP | 76 | $4,945 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 466 | $4,772 | dollars as filed | |
| NOVAVAX INC | 670002401 | COM NEW | 570 | $4,628 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 18 | $4,619 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 50 | $3,901 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 17 | $3,891 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 26 | $3,567 | dollars as filed | |
| VERSIGENT PLC ORDINARY SHARES | G9600F104 | Stock | 90 | $2,803 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 12 | $2,433 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 14 | $2,300 | dollars as filed | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 56 | $1,864 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 7 | $1,796 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 22 | $1,634 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 17 | $1,347 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 4 | $1,070 | dollars as filed | |
| MACROGENICS INC | 556099109 | COM | 213 | $767 | dollars as filed | |
| GAMESTOP CORP | 36467W109 | CL A | 12 | $279 | dollars as filed | |
| CHARGEPOINT HLDGS INC CLASS A | 15961R303 | Equity | 45 | $229 | dollars as filed | |
| PAGSEGURO DIGITAL LTD | G68707101 | COM CL A | 10 | $106 | dollars as filed | |
| RIGEL PHARMACEUTICALS INC | 766559702 | COMMON STOCK | 3 | $79 | dollars as filed | |
| GAMESTOP CORP NEW | 36467W117 | *W EXP 10/30/202 | 1 | $3 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000932974-26-000003 | this filing | 2026-04-13 | acceptance time not in the bulk data set |