SEC Form 13F · Q3 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Institutional Holdings Report

13F-HRMA
$10.8B
Portfolio Value
660
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
CIK
932974
Accession No.
0000932974-26-000014
Location
BOSTON, MA
Form Type
13F-HR
Portfolio Value
$10.8B
Holdings Reported
660
Reporting Period
Q3 2026
Filed
October 23, 2026

About this Filing

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is an institutional investment manager based in BOSTON, MA reporting approximately $10.8B in 13(f) securities across 660 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.