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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

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13F filer, CIK 932974, BOSTON, MA

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported $11,396,821,610 across 527 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-24. Its ten largest share positions make up 48.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000932974-25-000013

Period
2025-09-30
Reported value
$11.4B
Holdings
527
Top 10 weight
48.32%
New
44
Sold out
35

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNPSadded+81,300$37.1M
FISVadded+109,427$13.6M
NOWadded+11,931$11.2M
NVDAadded+58,368$10.6M
VEEVadded+33,225$9.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WEXreduced-292,811-$46.9M
CRMreduced-113,965-$29.1M
ADBEreduced-72,188-$25.6M
MSFTreduced-31,215-$16.2M
MAreduced-20,444-$11.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0000932974-25-000013, largest first. % of portfolio is the value over $11,396,821,610, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,426 shares; 2025Q3: 1,202 shares 1,202$10.9K<0.01%-224Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60$9.9K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950$8.9K<0.01%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48$8.79K<0.01%0Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares 38$7.45K<0.01%0Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100$7.09K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares 460$6.38K<0.01%0Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120$6.2K<0.01%0Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$6.17K<0.01%0Timeline
NAKNORTHERN DYNASTY MINERALS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$5.67K<0.01%0Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90$5.18K<0.01%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105$4.92K<0.01%0Timeline
NVAXNOVAVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares 570$4.76K<0.01%0Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 4,366 shares; 2025Q2: 4,366 shares; 2025Q3: 466 shares 466$4.71K<0.01%-3,900Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17$4.51K<0.01%0Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400$3.15K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12$2.41K<0.01%0Timeline
BYNDBEYOND MEAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530$1.5K<0.01%0Timeline
FRGEFORGE GLOBAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares 88$1.43K<0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17$1.41K<0.01%0Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 22 shares 22$1.39K<0.01%-116Timeline
CHPTCHARGEPOINT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares 45$490<0.01%newTimeline
MGNXMACROGENICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares 213$390<0.01%0Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12$284<0.01%0Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 10 shares 10$94<0.01%-3,000Timeline
RIGLRIGEL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3$79<0.01%0Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
OXY/WSOCCIDENTAL PETE CORP Stockprincipal905$19.3K0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GDDYGODADDY INC30,186$5.44Mshares
URIUNITED RENTALS INC2,905$2.19Mshares
CONCONCENTRA GROUP HOLDINGS PAR79,374$1.63Mshares
IBKRINTERACTIVE BROKERS GROUP IN21,760$1.21Mshares
ELVELEVANCE HEALTH INC FORMERLY522$203Kshares
TECKTECK RESOURCES LTD5,000$202Kshares
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL11,979$126Kshares
MOSMOSAIC CO3,000$109Kshares
FISFIDELITY NATL INFORMATION SV966$78.6Kshares
CTRACOTERRA ENERGY INC3,000$76.1Kshares
IRMIRON MTN INC DEL355$36.4Kshares
VNTVONTIER CORPORATION935$34.5Kshares
PSAPUBLIC STORAGE100$29.3Kshares
DECKDECKERS OUTDOOR CORP250$25.8Kshares
GHRSGH RESEARCH PLC2,000$24.4Kshares
TOLTOLL BROTHERS INC200$22.8Kshares
EIMEATON VANCE MUN BD FD2,206$21.3Kshares
SLBSLB LIMITED600$20.3Kshares
AMLPALPS ETF TR400$19.5Kshares
ICEINTERCONTINENTAL EXCHANGE IN83$15.2Kshares
DVYISHARES TR112$14.9Kshares
EPAMEPAM SYS INC80$14.1Kshares
ANSYS INCANSYS INC37$13Kshares
CHTRCHARTER COMMUNICATIONS INC30$12.3Kshares
PCRXPACIRA BIOSCIENCES INC400$9.56Kshares
DKNGDRAFTKINGS INC NEW200$8.58Kshares
CSGPCOSTAR GROUP INC80$6.43Kshares
MPTMEDICAL PROPERTIES TRUST INC1,300$5.6Kshares
MRNAMODERNA INC175$4.83Kshares
GRALGRAIL INC41$2.11Kshares
RIGTRANSOCEAN LTD592$1.53Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL54$697shares
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC905$637shares
SAGE THERAPEUTICS INCSAGE THERAPEUTICS INC50$456shares
EMBCEMBECTA CORP8$78shares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000932974-25-000013 base2025-10-24acceptance time not in the bulk data set