Top Institutional Investors

Douglass Winthrop Advisors, LLC — 13F Holdings & Portfolio

CIK 1308527 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Douglass Winthrop Advisors, LLC manages $5.80B in 13F-reported U.S. long-equity assets across 308 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (8.03%), BRK.B (7.82%), AMZN (5.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions, exited 20, added to 157, and trimmed 62.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
521 FIFTH AVENUE
19TH FLOOR
NEW YORK, NY 10175
Phone
(212) 557-7680
Filing Manager
Douglass Winthrop Advisors, LLC
NEW YORK, NY
Signatory
Evelina Richards
VP & Associate General Counsel
Loading holdings…
AUM

$5.80B

Long-equity book

Holdings

308

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+25 / −20 / ↑157 / ↓62

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$74.9M +19.2%
  • TAIWAN SEMICONDUCTOR MFG CO AD$71.5M +406.5%
  • AMAZON COM INC$38.2M +14.8%
  • BERKSHIRE HATHAWAY INC$33.9M +8.1%
  • ALPHABET INC-CL A$33.4M +27.7%
Show all 157 →

Top Trims

  • ROPER TECHNOLOGIES INC-$69.0M -94.7%
  • AMERICAN TOWER CORP-$67.6M -77.9%
  • NIKE INC CLASS B-$64.8M -99.4%
  • NESTLE S A-$34.1M -40.2%
  • TEXAS PACIFIC LAND CORP-$21.1M -16.5%
Show all 62 →

New Positions

  • VANGUARD MUN BD FDS TAX-EXEMPT$6.0M
  • CONTEMPORARY AMPEREX TECHNOLOG$3.2M
  • L3HARRIS TECHNOLOGIES INC COM$1.7M
  • AVANTIS INTERNATNL SML CP VL E$1.6M
  • HONEYWELL INTL INC COM$902.1K
Show all 25 →

Exited Positions

  • DASSAULT SYS S A SPONSORED ADR$3.4M
  • CHIPOTLE MEXICAN GRILL INC$3.2M
  • HONEYWELL INTL INC$1.7M
  • FORAN MINING CORPORATION$534.2K
  • ISHARES CORE S&P 500 ETF IV$446.1K
Show all 20 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $465.7M 8.03% 1,317,984 SH
2 BERKSHIRE HATHAWAY INC BRK.B 084670702 $453.2M 7.82% 905,642 SH
3 AMAZON COM INC AMZN 023135106 $295.4M 5.10% 1,239,568 SH
4 MICROSOFT CORP MSFT 594918104 $292.1M 5.04% 782,942 SH
5 APPLE INC COM AAPL 037833100 $211.2M 3.64% 729,750 SH
6 DEERE & CO DE 244199105 $203.3M 3.51% 320,538 SH
7 MASTERCARD INC MA 57636Q104 $200.1M 3.45% 389,555 SH
8 COSTCO WHOLESALE CORP COST 22160K105 $175.8M 3.03% 187,973 SH
9 UBER TECHNOLOGIES INC UBER 90353T100 $162.4M 2.80% 2,250,320 SH
10 MARKEL GROUP INC MKL 570535104 $157.0M 2.71% 80,373 SH
11 ALPHABET INC-CL A GOOGL 02079K305 $153.9M 2.66% 430,657 SH
12 FASTENAL CO COM FAST 311900104 $149.4M 2.58% 3,109,517 SH
13 TRANSDIGM GROUP INC TDG 893641100 $140.3M 2.42% 105,306 SH
14 AON PLC AON G0403H108 $132.9M 2.29% 400,635 SH
15 MONSTER BEVERAGE CORP MNST 61174X109 $125.5M 2.17% 1,305,722 SH
16 MARTIN MARIETTA MATLS INC MLM 573284106 $125.2M 2.16% 217,073 SH
17 SHERWIN WILLIAMS CO SHW 824348106 $125.0M 2.16% 363,117 SH
18 CIE FINANCIERE RICHEMONT SA FINS 204319107 $119.6M 2.06% 5,175,170 SH
19 S&P GLOBAL INC SPGI 78409V104 $116.6M 2.01% 286,307 SH
20 Linde PLC LIN G54950103 $111.8M 1.93% 215,395 SH
21 CANADIAN NATIONAL RAILWAY CO CNI 136375102 $111.7M 1.93% 936,884 SH
22 FERRARI N V NEW F RACE N3167Y103 $111.3M 1.92% 299,022 SH
23 TEXAS PACIFIC LAND CORP TPL 88262P102 $106.5M 1.84% 243,355 SH
24 NETFLIX INC NFLX 64110L106 $105.1M 1.81% 1,472,507 SH
25 BROOKFIELD ASSET MANAGEMENT LT BAM 113004105 $94.0M 1.62% 2,095,371 SH
26 LONDON STOCK EXCHANGE GROUP AD LSEGY 54211Y107 $90.7M 1.56% 3,350,796 SH
27 TAIWAN SEMICONDUCTOR MFG CO AD TSM 874039100 $89.1M 1.54% 186,555 SH
28 METTLER-TOLEDO INTL INC MTD 592688105 $88.8M 1.53% 69,514 SH
29 BERKSHIRE HATHAWAY INC-CL A BRK.A 084670108 $80.9M 1.40% 108 SH
30 NESTLE S A NSRGY 641069406 $50.6M 0.87% 492,594 SH
31 AMERICAN EXPRESS CO COM AXP 025816109 $43.7M 0.75% 129,267 SH
32 PROCTER & GAMBLE COMPANY COM PG 742718109 $38.6M 0.67% 263,538 SH
33 MERCK & CO. INC. MRK 58933Y105 $37.4M 0.65% 291,325 SH
34 COPART INC CPRT 217204106 $33.8M 0.58% 1,200,169 SH
35 TRANE TECHNOLOGIES PLC TT G8994E103 $29.3M 0.50% 59,555 SH
36 ELI LILLY AND CO LLY 532457108 $27.3M 0.47% 22,774 SH
37 JOHNSON & JOHNSON COM JNJ 478160104 $26.5M 0.46% 104,526 SH
38 NVIDIA CORP NVDA 67066G104 $25.2M 0.43% 125,808 SH
39 JPMORGAN CHASE & CO JPM 46625H100 $23.7M 0.41% 72,324 SH
40 ASML HOLDING NV-NY REG SHS ASML N07059210 $19.9M 0.34% 10,003 SH
41 VISA INC-CLASS A SHARES V 92826C839 $19.4M 0.33% 56,482 SH
42 AMERICAN TOWER CORP AMT 03027X100 $19.2M 0.33% 117,375 SH
43 DOVER CORP DOV 260003108 $17.3M 0.30% 77,215 SH
44 EXXON MOBIL CORP XOM 30231G102 $15.8M 0.27% 115,677 SH
45 ABBVIE INC ABBV 00287Y109 $15.4M 0.27% 61,088 SH
46 SPDR S&P 500 ETF TR TR UNIT SPY 78462F103 $14.3M 0.25% 19,088 SH
47 THERMO FISHER SCIENTIFIC INC TMO 883556102 $12.6M 0.22% 25,062 SH
48 SCHNEIDER ELECT SE-UNSP ADR SBGSF 80687P106 $11.8M 0.20% 181,286 SH
49 THE COCA-COLA CO KO 191216100 $11.7M 0.20% 144,230 SH
50 UNION PAC CORP UNP 907818108 $11.5M 0.20% 42,118 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $5.80B 308 0001308527-26-000003
2026-03-31 2026-05-14 $5.46B 303 0001308527-26-000002
2025-12-31 2026-02-12 $5.72B 307 0001308527-26-000001
2025-09-30 2025-11-13 $5.74B 303 0001308527-25-000007