• 13F History

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$11.6B
Signature - Title
Edmond G Romulus - Compliance Associate
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 560 stock holdings with total value $11.6B as of Q4 2024. Top holdings included MSFT, MA, FI, GOOGL, and INTU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 560 $11.6B +$65.4M -$150M -$84.4M MSFT, MA, FI, GOOGL, INTU 13F-HR 1/28/2025, 04:08 PM
Q3 2024 571 $11.2B +$283M -$139M +$143M MSFT, MA, FI, INTU, GOOGL 13F-HR 10/25/2024, 03:38 PM
Q2 2024 551 $10.8B +$281M -$127M +$153M MSFT, MA, INTU, GOOGL, FI 13F-HR 7/17/2024, 11:57 AM
Q1 2024 543 $10.1B +$65.8M -$195M -$130M MSFT, MA, INTU, GOOGL, FI 13F-HR 4/23/2024, 10:59 AM
Q4 2023 536 $10B +$58.9M -$175M -$116M MSFT, MA, INTU, GOOGL, FI 13F-HR 2/1/2024, 02:01 PM
Q3 2023 651 $8.41B +$146M -$189M -$43.7M MSFT, MA, INTU, GOOGL, FI 13F-HR 11/3/2023, 10:33 AM
Q2 2023 631 $9.36B +$123M -$125M -$2.21M MSFT, MA, INTU, DHR, SYK 13F-HR 8/1/2023, 11:53 AM
Q1 2023 595 $8.73B +$116M -$126M -$9.76M MA, MSFT, INTU, DHR, SYK 13F-HR 5/2/2023, 10:05 AM
Q4 2022 575 $8.08B +$46.7M -$150M -$104M MA, MSFT, DHR, INTU, SYK Restatement 3/2/2023, 03:40 PM
Q3 2022 590 $7.69B +$343M -$104M +$239M MSFT, MA, DHR, INTU, AMT 13F-HR 10/25/2022, 12:44 PM
Q2 2022 617 $8.14B +$279M -$99.3M +$180M MSFT, MA, DHR, AMT, INTU 13F-HR 7/26/2022, 02:55 PM
Q1 2022 623 $9.75B +$110M -$156M -$46.6M MSFT, MA, DHR, INTU, GOOGL 13F-HR 4/13/2022, 01:01 PM
Q4 2021 708 $10.9B +$150M -$144M +$5.74M MSFT, INTU, MA, DHR, AMT 13F-HR 2/14/2022, 10:14 AM
Q3 2021 738 $10.1B +$167M -$170M -$2.8M MSFT, MA, INTU, DHR, AMT 13F-HR 11/12/2021, 12:35 PM
Q2 2021 934 $9.87B +$371M -$202M +$169M MA, MSFT, INTU, DHR, AMT 13F-HR 8/13/2021, 03:55 PM
Q1 2021 298 $9.04B +$246M -$251M -$5.32M MA, MSFT, DHR, INTU, FI 13F-HR 4/14/2021, 11:26 AM
Q4 2020 753 $8.93B +$200M -$149M +$50.8M MA, MSFT, DHR, INTU, PAYC 13F-HR 1/14/2021, 10:19 AM
Q3 2020 578 $7.97B +$367M -$156M +$211M MA, MSFT, DHR, AMT, INTU 13F-HR 10/15/2020, 12:31 PM
Q2 2020 572 $7.25B +$144M -$186M -$42.1M MA, MSFT, AMT, DHR, INTU 13F-HR 7/30/2020, 05:44 PM
Q1 2020 631 $5.97B +$102M -$175M -$73.7M MA, MSFT, AMT, FI, DHR 13F-HR 4/15/2020, 10:31 AM
Q4 2019 660 $7.41B +$168M -$141M +$26.8M MA, AMT, MSFT, FI, DHR 13F-HR 1/22/2020, 08:51 AM
Q3 2019 654 $6.89B +$156M -$150M +$5.3M MA, AMT, MSFT, FI, INTU 13F-HR 11/5/2019, 12:00 PM
Q2 2019 686 $6.87B +$187M -$200M -$12.4M MA, AMT, MSFT, INTU, DHR 13F-HR 8/9/2019, 03:50 PM
Q1 2019 676 $6.58B +$211M -$228M -$16.5M MA, AMT, INTU, SYK, DHR 13F-HR 4/8/2019, 02:16 PM
Q4 2018 660 $5.52B +$278M -$111M +$167M MA, AMT, INTU, FI, TJX 13F-HR 2/13/2019, 12:10 PM
Q3 2018 628 $6.31B +$136M -$129M +$7.45M MA, TJX, INTU, FI, SYK 13F-HR 10/31/2018, 10:53 AM
Q2 2018 646 $5.76B +$142M -$182M -$39.9M MA, INTU, TJX, SYK, FI 13F-HR 8/7/2018, 04:24 PM
Q1 2018 696 $5.5B +$259M -$147M +$113M MA, FI, AMT, SYK, INTU 13F-HR 4/20/2018, 10:39 AM
Q4 2017 692 $5.45B +$84M -$80M +$4.03M MA, SYK, AMT, FI, TJX 13F-HR 2/8/2018, 03:22 PM
Q3 2017 721 $5.18B +$111M -$41M +$69.8M MA, FI, TJX, AMT, SYK Restatement 11/2/2017, 01:32 PM
Q2 2017 617 $5.03B +$127M -$176M -$48.8M MA, FI, SYK, AMT, TJX 13F-HR 8/7/2017, 03:55 PM
Q1 2017 606 $4.78B +$117M -$104M +$13.5M MA, TJX, FI, SYK, AMT 13F-HR 5/12/2017, 05:39 PM
Q4 2016 588 $4.49B +$145M -$68M +$76.8M MA, TJX, FI, SYK, ADP 13F-HR 2/2/2017, 01:35 PM
Q3 2016 602 $4.37B +$233M -$60.3M +$173M MA, TJX, FI, SYK, CNI 13F-HR 11/1/2016, 04:33 PM
Q2 2016 627 $4.35B +$102M -$68.8M +$33.4M TJX, MA, FI, SYK, DHR 13F-HR 7/11/2016, 02:45 PM
Q1 2016 609 $4.24B +$113M -$50.1M +$63.2M MA, TJX, FI, SYK, DHR 13F-HR 4/26/2016, 03:49 PM
Q4 2015 631 $4.04B MA, TJX, FI, DHR, INTU 13F-HR 1/27/2016, 03:08 PM
Q3 2015 410 $3.21B MA, TJX, FI, INTU, SYK 13F-HR 11/6/2015, 11:50 AM
Q2 2015 606 $3.92B +$129M -$104M +$25.7M MA, TJX, FI, INTU, SYK 13F-HR 8/3/2015, 02:10 PM
Q1 2015 614 $3.96B +$133M -$91.2M +$41.8M MA, TJX, FI, CNI, ADP 13F-HR 5/6/2015, 12:36 PM
Q4 2014 621 $3.9B +$138M -$71.3M +$66.3M MA, TJX, CNI, FI, ADP Restatement 2/12/2015, 02:12 PM
Q3 2014 586 $3.7B +$155M -$100M +$55.4M MA, TJX, CNI, ADP, QCOM 13F-HR 11/7/2014, 10:55 AM
Q2 2014 616 $3.7B +$229M -$143M +$86.6M MA, TJX, QCOM, CNI, ADP 13F-HR 8/12/2014, 01:23 PM
Q1 2014 612 $3.66B +$330M -$63.1M +$267M MA, TJX, QCOM, ADP, CNI 13F-HR 4/28/2014, 11:37 AM
Q4 2013 591 $3.63B MA, TJX, ADP, QCOM, CNI 13F-HR 2/11/2014, 09:10 AM