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| Loring Wolcott & Coolidge Fiduciary Advisors LLP
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| CRD # | 107153 |
| SEC # | 801-46976 |
| CIK # | 0000926317, 0000932974 |
| AUM | 12.84 B (2026-06-09) |
| Employees | 109 (12% Investors, 0% Brokers) |
| Phone | 617-523-6531 |
| Address | 230 Congress Street Boston, MA 02110-2437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Mon, 13 Apr 2026 | Fund Update: 338,950 BOOKING HOLDINGS (BKNG) shares added to LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP|MA portfolio | BKNG Stock News — Quiver Quantitative |
| Mon, 13 Apr 2026 | Fund Update: 25,865 ELI LILLY (LLY) shares added to LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP|MA portfolio — Quiver Quantitative |
| Mon, 13 Apr 2026 | Fund Update: 71,214 INTUIT (INTU) shares added to LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP|MA portfolio | INTU Stock News — Quiver Quantitative |
| CIK | Period |
|---|---|
| 0000926317 0000932974 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.9 | ||
| Mastercard Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Amazon Com Inc | 0.5 | ||
| Stryker Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Intuit Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| TJX Companies Inc /DE/ | 0.3 | ||
| Danaher Corp /DE/ | 0.3 | ||
| Thermo Fisher Scientific Inc | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| American Tower Corp /MA/ | 0.2 | ||
| Parker Hannifin Corp | 0.2 | ||
| NXP Semiconductors NV | 0.2 | ||
| EOG Resources Inc | 0.2 | ||
| Visa Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Abbott Laboratories | 0.2 | ||
| Canadian National Railway Co | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| ServiceNow Inc | 0.1 | ||
| Synopsys Inc | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| Veeva Systems Inc | 0.1 | ||
| Church & Dwight Co Inc /DE/ | 0.1 | ||
| Paycom Software Inc | 0.1 | ||
| Qualcomm Inc/DE | 0.1 | ||
| Home Depot Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,214 | 12.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 53 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,293 | 12.8 |
| By Discretionary | ||
| Discretionary | 3,285 | 12.8 |
| Non-Discretionary | 8 | 0.0 |
| Total | 3,293 | 12.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 12.6 | |
| Total | 3,293 | 12.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000932974] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.1B |
| Clients | 41 (3 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kestra Private Wealth Services LLC
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|
TX | 13.45 B |
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Sarofim Trust Co LTA
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TX | 12.96 B |
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State Farm Investment Management Corp
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IL | 12.94 B |
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Independent Financial Group LLC
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Citizens Securities Inc
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RI | 12.87 B |
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Ariel Investments LLC
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IL | 12.78 B |
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United Planners' Financial Services of America A Limited Partner
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AZ | 12.77 B |
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Westwood Management Corp
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TX | 12.46 B |
|
Prospera Financial Services Inc
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TX | 12.44 B |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 12.24 B |