Boston Trust Walden Corp — 13F Holdings & Portfolio
CIK 1534866 · latest 13F-HR filed 2026-10-30
Boston Trust Walden Corp manages $12.40B in 13F-reported U.S. long-equity assets across 621 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MSFT (2.95%), AAPL (2.91%), NVDA (1.62%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 12 new positions and exited 11; 80 existing positions rose in reported value and 194 fell.
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.
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AUM
$12.40B
Long-equity book
Holdings
621
Distinct positions
Period
2026-09-30
Filed 2026-10-30
Q/Q Activity
+12 / −11 / ↑80 / ↓194
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26MSFT3.8% · -5%AAPL3.7% · -4%NVDA2.1% · -11%GOOG2.0% · -2%GOOGL1.9% · -18%JPM1.8% · -7%V1.2% · -8%QLYS1.2% · -20%JNJ1.1% · -7%ATR1.1% · -11%DCI1.1% · -14%LFUS1.1% · +6%HUBB1.1% · -7%WTS1.0% · -4%MTD1.0% · -3%GMED1.0% · +4%HALO0.9% · -4%CINF0.9% · -7%CBSH0.9% · -5%CSCO0.9% · -11%AIT0.8% · -26%DT0.8% · +31%COST0.8% · -2%JAZZ0.8% · -4%ADP0.8% · -5%CHE0.8% · -5%CFR0.8% · -14%SEIC0.8% · -6%UFPT0.8% · -5%NDSN0.7% · -5%MEDP0.7% · -7%WTRG0.7% · -7%DE0.7% · -10%CHH0.7% · -5%MANH0.7% · newAMAT0.7% · -27%BMI0.7% · -4%CB0.7% · -12%IBOC0.7% · -4%IEX0.7% · -5%CVLT0.7% · +114%CVCO0.7% · -4%STAG0.7% · -5%FDS0.7% · +27%ATEN0.7% · +25%ALLE0.7% · -4%ROST0.7% · -18%AYI0.6% · -4%SYK0.6% · -1%BJ0.6% · -4%EXPD0.6% · -5%XOM0.6% · newUNP0.6% · -6%FFIV0.6% · -4%JLL0.6% · -5%LECO0.6% · -3%CRL0.6% · -13%OGS0.6% · -4%AM0.6% · +3%VLTO0.6% · -5%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 19.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$4.58B
Discretionary
$4.58B
Employees
32
Accounts
15
Address
ONE BEACON STREET
34TH FLOOR
BOSTON, MA 02108-3116
34TH FLOOR
BOSTON, MA 02108-3116
Phone
(617) 726-7250
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BOLAND, THOMAS, JOHN Control | DIRECTOR/CHIEF COMPLIANCE OFFICER since Jun 2018 | Less than 5% | Individual |
| BOSTON TRUST WALDEN NATIONAL ASSOCIATION Control | CORPORATION since Mar 2001 | 75% or more | Domestic Entity |
| CALDWELL, NICHOLS, WATSON Control | DIRECTOR since Mar 2026 | Less than 5% | Individual |
| Ellis, Jennifer, Ann Control | CHIEF FINANCIAL OFFICER since Jan 2012 | Less than 5% | Individual |
| PELSUE, KATRINA, LEE Control | DIRECTOR since Mar 2022 | Less than 5% | Individual |
| QUINONES, VALERIE Control | DIRECTOR since Mar 2026 | Less than 5% | Individual |
| SANDELL, DAVID, AARON Control | DIRECTOR since Jan 2017 | Less than 5% | Individual |
| Vanni, Heidi, Harris Control | DIRECTOR/PRESIDENT since Sep 2021 | Less than 5% | Individual |
| AMYOUNY, STEPHEN, JAMES Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2011 | General partner, trustee or manager | Individual |
| BOSTON TRUST WALDEN CORPORATION Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | SHAREHOLDER since Feb 2001 | 75% or more | Domestic Entity |
| Corbosiero, Karen, Louise Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2026 | General partner, trustee or manager | Individual |
| Ellis, Jennifer, Ann Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2026 | General partner, trustee or manager | Individual |
| FISCHER, ERIC, ROBERT Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2026 | General partner, trustee or manager | Individual |
| KELLY, SARAH, THERESE Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Apr 2020 | General partner, trustee or manager | Individual |
| O'CONNELL, JASON, T Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Dec 2022 | General partner, trustee or manager | Individual |
| SCOTT, KENNETH, PETER Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2011 | General partner, trustee or manager | Individual |
| Vanni, Heidi, Harris Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2018 | General partner, trustee or manager | Individual |
| WILLIAMS, RICHARD, QUILLER Control Indirect owner via BOSTON TRUST WALDEN NATIONAL ASSOCIATION | DIRECTOR since Jan 2020 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 14 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- No longer listedKaser, Amy, Crandall · DIRECTOR · Less than 5% · control person · listed since Jun 2020
- No longer listedSANTINI, LUCIA, BIANCA · DIRECTOR/PRESIDENT · Less than 5% · control person · listed since Jan 2017
- AddedCALDWELL, NICHOLS, WATSON · DIRECTOR · Less than 5% · control person
- AddedQUINONES, VALERIE · DIRECTOR · Less than 5% · control person
- ChangedBOLAND, THOMAS, JOHN · title CHIEF COMPLIANCE OFFICER → DIRECTOR/CHIEF COMPLIANCE OFFICER
- ChangedVanni, Heidi, Harris · title DIRECTOR → DIRECTOR/PRESIDENT
Jan 29, 2026 filing
- No longer listedAMYOUNY, STEPHEN, JAMES · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Jan 2011
- No longer listedBOSTON TRUST WALDEN COMPANY · CORPORATION · 75% or more · control person · listed since Mar 2001
- No longer listedBOSTON TRUST WALDEN CORPORATION · SHAREHOLDER · 75% or more · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Feb 2001
- No longer listedCOLASACCO, DOMENIC · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Aug 2004
- No longer listedGLUCK, KIMBERLY, DAVIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Jun 2015
- No longer listedKELLY, SARAH, THERESE · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Apr 2020
- No longer listedO'CONNELL, JASON, T · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Dec 2022
- No longer listedSCOTT, KENNETH, PETER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Jan 2011
- No longer listedVanni, Heidi, Harris · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Jan 2018
- No longer listedWILLIAMS, RICHARD, QUILLER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Jan 2020
- AddedAMYOUNY, STEPHEN, JAMES · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedBOSTON TRUST WALDEN CORPORATION · SHAREHOLDER · 75% or more · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedBOSTON TRUST WALDEN NATIONAL ASSOCIATION · CORPORATION · 75% or more · control person
- AddedCorbosiero, Karen, Louise · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedEllis, Jennifer, Ann · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedFISCHER, ERIC, ROBERT · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedKELLY, SARAH, THERESE · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedO'CONNELL, JASON, T · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedSCOTT, KENNETH, PETER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedVanni, Heidi, Harris · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
- AddedWILLIAMS, RICHARD, QUILLER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN NATIONAL ASSOCIATION · control person
Mar 31, 2023 filing
- No longer listedAPFEL, WILLIAM, HARRIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Aug 2004
- AddedO'CONNELL, JASON, T · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
Mar 31, 2022 filing
- No longer listedAPFEL, WILLIAM, HARRIS · DIRECTOR · Less than 5% · control person · listed since Mar 2002
- AddedPELSUE, KATRINA, LEE · DIRECTOR · Less than 5% · control person
- AddedVanni, Heidi, Harris · DIRECTOR · Less than 5% · control person
Mar 31, 2021 filing
- No longer listedAMYOUNY, STEPHEN, JAMES · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person · listed since Jan 2011
- No longer listedAPFEL, WILLIAM, HARRIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person · listed since Aug 2004
- No longer listedCOLASACCO, DOMENIC · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person · listed since Aug 2004
- No longer listedCUSHING, MARK, ELLIOTT · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Aug 2004
- No longer listedGENTRY, RUSSELL, THOMAS · DIRECTOR · Less than 5% · control person · listed since Jan 2017
- No longer listedGLUCK, KIMBERLY, DAVIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Jun 2015
- No longer listedSANTINI, LUCIA, BIANCA · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Aug 2004
- No longer listedSCOTT, KENNETH, PETER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person · listed since Jan 2011
- AddedAMYOUNY, STEPHEN, JAMES · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedAPFEL, WILLIAM, HARRIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedCOLASACCO, DOMENIC · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedGLUCK, KIMBERLY, DAVIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedKELLY, SARAH, THERESE · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedKaser, Amy, Crandall · DIRECTOR · Less than 5% · control person
- AddedSCOTT, KENNETH, PETER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedWILLIAMS, RICHARD, QUILLER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
Mar 31, 2020 filing
- No longer listedCAVAZOS, BELINDA, MARIA · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person · listed since Jul 2019
Sep 4, 2019 filing
- No longer listedBOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · CORPORATION · 75% or more · control person · listed since Mar 2001
- No longer listedBTIM CORP · SHAREHOLDER · 75% or more · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Feb 2001
- No longer listedSOUMERAI, HEIDI, ANN · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person · listed since Aug 2004
- No longer listedVanni, Heidi, Harris · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Jan 2018
- AddedBOSTON TRUST WALDEN COMPANY · CORPORATION · 75% or more · control person
- AddedBOSTON TRUST WALDEN CORPORATION · SHAREHOLDER · 75% or more · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedCAVAZOS, BELINDA, MARIA · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
- AddedVanni, Heidi, Harris · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST WALDEN COMPANY · control person
Aug 2, 2018 filing
- No longer listedKELLY, SARAH, THERESE · CLERK, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2002
- AddedBOLAND, THOMAS, JOHN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 29, 2018 filing
- No longer listedMOODY, STEPHEN, KREIGH · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Aug 2004
- AddedVanni, Heidi, Harris · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
Mar 27, 2017 filing
- No longer listedAMYOUNY, STEPHEN, JAMES · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Jan 2011
- No longer listedAPFEL, WILLIAM, HARRIS · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- No longer listedCOLASACCO, DOMENIC · DIRECTOR/PRESIDENT · Less than 5% · control person · listed since Mar 2001
- No longer listedCOLASACCO, DOMENIC · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- No longer listedCUSHING, MARK, ELLIOTT · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- No longer listedLINCOLN, ROBERT, ALLEN · 1-SHAREHOLDER · General partner, trustee or manager · indirect via 1-BTIM CORP · control person · listed since Aug 2004
- No longer listedMOODY, STEPHEN, KREIGH · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- No longer listedSANTINI, LUCIA, BIANCA · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- No longer listedSCOTT, KENNETH, PETER · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person · listed since Jan 2011
- No longer listedSOUMERAI, HEIDI, ANN · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- AddedAMYOUNY, STEPHEN, JAMES · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person
- AddedAPFEL, WILLIAM, HARRIS · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person
- AddedBTIM CORP · SHAREHOLDER · 75% or more · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
- AddedCOLASACCO, DOMENIC · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person
- AddedCUSHING, MARK, ELLIOTT · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
- AddedEllis, Jennifer, Ann · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedGENTRY, RUSSELL, THOMAS · DIRECTOR · Less than 5% · control person
- AddedMOODY, STEPHEN, KREIGH · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
- AddedSANDELL, DAVID, AARON · DIRECTOR · Less than 5% · control person
- AddedSANTINI, LUCIA, BIANCA · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
- AddedSCOTT, KENNETH, PETER · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person
- AddedSOUMERAI, HEIDI, ANN · DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY & BTIM CORP · control person
- ChangedGLUCK, KIMBERLY, DAVIS · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY: title 1-SHAREHOLDER 2-DIRECTOR → DIRECTOR
- ChangedSANTINI, LUCIA, BIANCA · title MANAGING DIRECTOR → DIRECTOR/PRESIDENT
Older changes (5 more filings)
Mar 29, 2016 filing
- No longer listedLINCOLN, ROBERT, ALLEN · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person · listed since Aug 2004
- AddedLINCOLN, ROBERT, ALLEN · 1-SHAREHOLDER · General partner, trustee or manager · indirect via 1-BTIM CORP · control person
Jun 25, 2015 filing
- AddedGLUCK, KIMBERLY, DAVIS · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
Mar 26, 2015 filing
- ChangedSANTINI, LUCIA, BIANCA · title TREASURER/DIRECTOR → MANAGING DIRECTOR
Mar 28, 2014 filing
- ChangedCOLASACCO, DOMENIC · indirect via 1-BTIM CORP 2-BOSTON TRUST: ownership 25–50% → General partner, trustee or manager
Mar 30, 2012 filing (earliest on record)
- ListedAMYOUNY, STEPHEN, JAMES · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
- ListedAPFEL, WILLIAM, HARRIS · DIRECTOR · Less than 5% · control person
- ListedAPFEL, WILLIAM, HARRIS · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
- ListedBOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · CORPORATION · 75% or more · control person
- ListedCOLASACCO, DOMENIC · DIRECTOR/PRESIDENT · Less than 5% · control person
- ListedCOLASACCO, DOMENIC · 1-SHAREHOLDER 2-DIRECTOR · 25–50% · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
- ListedCUSHING, MARK, ELLIOTT · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
- ListedKELLY, SARAH, THERESE · CLERK, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedLINCOLN, ROBERT, ALLEN · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
- ListedMOODY, STEPHEN, KREIGH · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
- ListedSANTINI, LUCIA, BIANCA · TREASURER/DIRECTOR · Less than 5% · control person
- ListedSANTINI, LUCIA, BIANCA · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
- ListedSCOTT, KENNETH, PETER · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY · control person
- ListedSOUMERAI, HEIDI, ANN · 1-SHAREHOLDER 2-DIRECTOR · General partner, trustee or manager · indirect via 1-BTIM CORP 2-BOSTON TRUST · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Microsoft Corporation$109.2M +30.5%
- Commvault Systems, Inc.$47.0M +126.5%
- Apple Inc.$42.0M +10.0%
- Dynatrace, Inc.$41.7M +72.5%
- Halozyme Therapeutics, Inc.$29.6M +34.9%
Top Trims
- Applied Materials, Inc.-$80.3M -48.1%
- NetApp, Inc.-$61.9M -65.1%
- Alphabet Inc.-$59.8M -20.6%
- KLA Corporation-$54.9M -49.2%
- Applied Industrial Technologies Incorporated-$39.2M -27.1%
New Positions
- Manhattan Associates, Inc.$87.1M
- Exxonmobil Holdings Corporation$76.3M
- Tractor Supply Company$38.2M
- LeMaitre Vascular, Inc.$28.5M
- Kontoor Brands, Inc.$27.2M
Exited Positions
- TOPBUILD CORP$40.7M
- MATADOR RESOURCES CO$35.1M
- GODADDY INC$26.9M
- BLOCK H & R INC$25.7M
- DOLBY LABORATORIES INC-CL A$22.7M
Boston Trust Walden Corp Holdings (2026-09-30)
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 | Microsoft Corporation | MSFT | 594918104 | $365.5M | 2.95% | 712,583 | SH |
| 2 | Apple Inc. | AAPL | 037833100 | $360.6M | 2.91% | 1,082,771 | SH |
| 3 | NVIDIA Corporation | NVDA | 67066G104 | $201.4M | 1.62% | 881,916 | SH |
| 4 | Alphabet Inc. | GOOGL | 02079K305 | $195.0M | 1.57% | 566,751 | SH |
| 5 | Alphabet Inc. | GOOG | 02079K107 | $183.8M | 1.48% | 539,273 | SH |
| 6 | JPMorgan Chase & Co. | JPM | 46625H100 | $162.6M | 1.31% | 491,604 | SH |
| 7 | Visa Inc. | V | 92826C839 | $114.9M | 0.93% | 319,868 | SH |
| 8 | Johnson & Johnson | JNJ | 478160104 | $104.9M | 0.85% | 396,264 | SH |
| 9 | Microsoft Corporation | MSFT | 594918104 | $102.4M | 0.83% | 199,553 | SH |
| 10 | Apple Inc. | AAPL | 037833100 | $101.7M | 0.82% | 305,465 | SH |
| 11 | Donaldson Company, Inc. | DCI | 257651109 | $92.9M | 0.75% | 1,067,767 | SH |
| 12 | AptarGroup, Inc. | ATR | 038336103 | $88.0M | 0.71% | 726,257 | SH |
| 13 | Cisco Systems, Inc. | CSCO | 17275R102 | $87.4M | 0.70% | 811,870 | SH |
| 14 | Qualys, Inc. | QLYS | 74758T303 | $85.9M | 0.69% | 459,111 | SH |
| 15 | Hubbell Incorporated | HUBB | 443510607 | $85.5M | 0.69% | 188,579 | SH |
| 16 | Mettler-Toledo International Inc. | MTD | 592688105 | $83.5M | 0.67% | 55,261 | SH |
| 17 | Costco Wholesale Corporation | COST | 22160K105 | $82.0M | 0.66% | 90,054 | SH |
| 18 | Littelfuse, Inc. | LFUS | 537008104 | $81.2M | 0.65% | 191,670 | SH |
| 19 | Automatic Data Processing, Inc. | ADP | 053015103 | $76.1M | 0.61% | 295,008 | SH |
| 20 | Deere & Company | DE | 244199105 | $74.5M | 0.60% | 110,895 | SH |
| 21 | Watts Water Technologies, Inc. | WTS | 942749102 | $74.1M | 0.60% | 209,191 | SH |
| 22 | Globus Medical Inc | GMED | 379577208 | $74.0M | 0.60% | 987,680 | SH |
| 23 | Applied Materials, Inc. | AMAT | 038222105 | $68.3M | 0.55% | 133,499 | SH |
| 24 | Cincinnati Financial Corporation | CINF | 172062101 | $68.1M | 0.55% | 427,347 | SH |
| 25 | Halozyme Therapeutics, Inc. | HALO | 40637H109 | $68.1M | 0.55% | 616,592 | SH |
| 26 | Commerce Bancshares, Inc. | CBSH | 200525103 | $65.2M | 0.53% | 1,190,755 | SH |
| 27 | Ross Stores, Inc. | ROST | 778296103 | $64.8M | 0.52% | 277,829 | SH |
| 28 | Chubb Limited | CB | H1467J104 | $64.2M | 0.52% | 197,268 | SH |
| 29 | Alphabet Inc. | GOOG | 02079K107 | $64.1M | 0.52% | 188,185 | SH |
| 30 | Stryker Corporation | SYK | 863667101 | $63.5M | 0.51% | 230,670 | SH |
| 31 | Applied Industrial Technologies Incorporated | AIT | 03820C105 | $62.6M | 0.50% | 188,408 | SH |
| 32 | JPMorgan Chase & Co. | JPM | 46625H100 | $61.6M | 0.50% | 186,162 | SH |
| 33 | Qualys, Inc. | QLYS | 74758T303 | $61.3M | 0.49% | 327,273 | SH |
| 34 | Dynatrace, Inc. | DT | 268150109 | $59.6M | 0.48% | 1,031,605 | SH |
| 35 | Jazz Pharmaceuticals Public Limited Company | JAZZ | G50871105 | $59.4M | 0.48% | 256,443 | SH |
| 36 | Chemed Corporation | CHE | 16359R103 | $57.7M | 0.47% | 114,327 | SH |
| 37 | SEI Investments Company | SEIC | 784117103 | $56.6M | 0.46% | 551,133 | SH |
| 38 | Union Pacific Corporation | UNP | 907818108 | $55.5M | 0.45% | 203,825 | SH |
| 39 | Medpace Holdings, Inc. | MEDP | 58506Q109 | $55.3M | 0.45% | 88,565 | SH |
| 40 | Cullen/Frost Bankers, Inc. | CFR | 229899109 | $55.1M | 0.44% | 360,934 | SH |
| 41 | Nordson Corporation | NDSN | 655663102 | $55.0M | 0.44% | 167,745 | SH |
| 42 | UFP Technologies, Inc. | UFPT | 902673102 | $54.9M | 0.44% | 184,829 | SH |
| 43 | NVIDIA Corporation | NVDA | 67066G104 | $54.6M | 0.44% | 239,210 | SH |
| 44 | Essential Utilities, Inc. | WTRG | 29670G102 | $54.2M | 0.44% | 1,382,663 | SH |
| 45 | Charles River Laboratories International, Inc. | CRL | 159864107 | $53.3M | 0.43% | 180,523 | SH |
| 46 | Antero Midstream Corp. | AM | 03676B102 | $53.2M | 0.43% | 2,638,343 | SH |
| 47 | FactSet Research Systems Inc. | FDS | 303075105 | $53.2M | 0.43% | 196,933 | SH |
| 48 | Littelfuse, Inc. | LFUS | 537008104 | $53.0M | 0.43% | 125,170 | SH |
| 49 | Lincoln Electric Holdings, Inc. | LECO | 533900106 | $52.6M | 0.42% | 198,928 | SH |
| 50 | Manhattan Associates, Inc. | MANH | 562750109 | $52.5M | 0.42% | 264,333 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-30 | $12.40B | 621 | 0001534866-26-000010 |
| 2026-06-30 | 2026-07-24 | $13.13B | 620 | 0001534866-26-000005 |
| 2026-03-31 | 2026-04-24 | $12.16B | 613 | 0001534866-26-000004 |
| 2025-12-31 | 2026-01-28 | $13.25B | 594 | 0001534866-26-000002 |
Filer Information
Address
ONE BEACON STREET, 34TH FLOORBOSTON, MA 02108
Phone
(617) 726-7250
Filing Manager
Boston Trust Walden Corp
BOSTON, MA
Signatory
Jon Eng
Director of Operations