Boston Trust Walden Corp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 587Value: $13.7BLatest: 2025Q1

Boston Trust Walden Corp is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 587 holdings worth $13.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "MGY",
  "INMD",
  "JAZZ",
  "PLXS",
  "TROW",
  "AFG",
  "AKAM",
  "FLO",
  "PRGS",
  "HP",
  "ATR",
  "ACN",
  "SSTK",
  "PBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "JEF",
  "JLL",
  "ALL",
  "GOOGL",
  "UTL",
  "AXP",
  "AIG",
  "T",
  "BLK",
  "AYI",
  "AM",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "AIT",
  "ACLS",
  "FCPT",
  "FELE",
  "BSX",
  "HRB",
  "CMI",
  "DUK",
  "WTRG",
  "SMPL",
  "EOG",
  "SIGI",
  "EXPD",
  "FFIV",
  "ATEN",
  "SRCE",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "BEN",
  "UNP",
  "QCOM",
  "LAMR",
  "ISRG",
  "ACI",
  "HUBB",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IJH",
  "STKL",
  "LHX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "MDLZ",
  "MS",
  "EVR",
  "GE",
  "THG",
  "GPC",
  "ICUI",
  "NTRS",
  "HIG",
  "NVS",
  "OMC",
  "ORLY",
  "HSY",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "MAS",
  "PKG",
  "DGX",
  "PPG",
  "REGN",
  "SPGI",
  "RY",
  "NOW",
  "SHW",
  "SLB",
  "ROST",
  "SNA",
  "RTX",
  "SAP",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "UFPT",
  "VXF",
  "VV",
  "SCHW",
  "EWBC",
  "AMPH",
  "UMBF",
  "STAG",
  "VWO",
  "IWV",
  "VCIT",
  "VIG",
  "ULTA",
  "MTD",
  "BN.TO",
  "VRTX",
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GPK",
  "HAE",
  "MEDP",
  "QLYS",
  "MTDR",
  "SLGN",
  "SEIC",
  "LFUS",
  "LECO",
  "MSM",
  "ATO",
  "AMCR",
  "SFM",
  "GM",
  "WTS",
  "BLD",
  "AVY",
  "ALLE",
  "VFC",
  "AVB",
  "FI",
  "WAB",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "TTC",
  "BKR",
  "ES",
  "INDB",
  "IDCC",
  "IBP",
  null,
  "IBOC",
  "NSP",
  "LANC",
  "LSTR",
  "IEX",
  "AOS",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "HCA",
  "MTX",
  "DOX",
  "OGS",
  "TDC",
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VMI",
  "VT",
  "VOO",
  "VLTO",
  "VEEV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WSM",
  "XEL",
  "XYL",
  "ZBRA",
  "SOLV",
  "POWI",
  "MTB",
  "CHKP",
  "SCHF",
  "EXLS",
  "JKHY",
  "NSC",
  "NDSN",
  "LH",
  "TER",
  "USPH",
  "ON",
  "SXT",
  "SJM",
  "TRMB",
  "OTIS",
  "PSX",
  "CRM",
  "SCI",
  "SYY",
  "TFX",
  "MANH",
  "HALO",
  "GEV",
  "ZBH",
  "MCK",
  "GWW",
  "NTAP",
  "PAYC",
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ALV",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BJ",
  "BA",
  "BMY",
  "BRKL",
  "BF-B",
  "BF-A",
  "BR",
  "WHD",
  "CBT",
  "CPT",
  "CARR",
  "CSL",
  "CBOE",
  "CVCO",
  "CATY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "KO",
  "CBSH",
  "CNS",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COLM",
  "COP",
  "STZ",
  "COO",
  "CORT",
  "ED",
  "CRVL",
  "CLB",
  "COST",
  "CNM",
  "CVS",
  "CSX",
  "CUBE",
  "CSGS",
  "CFR",
  "DHR",
  "DE",
  "DFAC",
  "DLB",
  "DCI",
  "DFIN",
  "RSP",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 587
Total Value: 13687276134
Accession Number: 0001534866-25-000007
Form Type: 13F-HR
CIK: boston-trust-walden
Manager Name: Boston-Trust-Walden

Data Enrichment

100% identified

585 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

587 positions • $13.7B total value

SEC FilingSEC DataHachi Filing

Manager:

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Page 1 of 19

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MICROSOFT CORP

MSFT|594918104

Shares:1.2M

Value:$443.8M

% of Portfolio:3.2% ($443.8M/$13.7B)

Apple Inc.

AAPL|037833100

Shares:1.8M

Value:$400.9M

% of Portfolio:2.9% ($400.9M/$13.7B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.0M

Value:$248.6M

% of Portfolio:1.8% ($248.6M/$13.7B)

VISA INC.

V|92826C839

Shares:646.9K

Value:$226.7M

% of Portfolio:1.7% ($226.7M/$13.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3M

Value:$206.9M

% of Portfolio:1.5% ($206.9M/$13.7B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.1M

Value:$181.1M

% of Portfolio:1.3% ($181.1M/$13.7B)

DONALDSON Co INC

DCI|257651109

Shares:2.6M

Value:$175.8M

% of Portfolio:1.3% ($175.8M/$13.7B)

Alphabet Inc.

GOOG|02079K107

Shares:1.1M

Value:$169.4M

% of Portfolio:1.2% ($169.4M/$13.7B)

APTARGROUP, INC.

ATR|038336103

Shares:1.1M

Value:$169.1M

% of Portfolio:1.2% ($169.1M/$13.7B)

Accenture plc

ACN|G1151C101

Shares:531.9K

Value:$166.0M

% of Portfolio:1.2% ($166.0M/$13.7B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:512.0K

Value:$156.4M

% of Portfolio:1.1% ($156.4M/$13.7B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:294.6K

Value:$154.3M

% of Portfolio:1.1% ($154.3M/$13.7B)

CHEMED CORP

CHE|16359R103

Shares:246.4K

Value:$151.6M

% of Portfolio:1.1% ($151.6M/$13.7B)

CULLEN/FROST BANKERS, INC.

CFR|229899109

Shares:1.1M

Value:$139.3M

% of Portfolio:1.0% ($139.3M/$13.7B)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:297.1K

Value:$135.1M

% of Portfolio:1.0% ($135.1M/$13.7B)

Chubb Ltd

CB|H1467J104

Shares:446.9K

Value:$135.0M

% of Portfolio:1.0% ($135.0M/$13.7B)

QUALYS, INC.

QLYS|74758T303

Shares:1.0M

Value:$132.2M

% of Portfolio:1.0% ($132.2M/$13.7B)

ExlService Holdings, Inc.

EXLS|302081104

Shares:2.7M

Value:$127.4M

% of Portfolio:0.9% ($127.4M/$13.7B)

CHOICE HOTELS INTERNATIONAL INC /DE

CHH|169905106

Shares:945.1K

Value:$125.5M

% of Portfolio:0.9% ($125.5M/$13.7B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:131.7K

Value:$124.5M

% of Portfolio:0.9% ($124.5M/$13.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	1.2M	QoQ -5.70% (-71.5K) YoY -12.80% (-173.6K)	All Managers (Combined)	$443.8M	3.2% ($443.8M/$13.7B)	QoQ -16.01% (-$84.6M) YoY -22.20% (-$126.6M)
Apple Inc.(AAPLcusip037833100)	1.8M	QoQ -2.78% (-51.7K) YoY -15.11% (-321.3K)	All Managers (Combined)	$400.9M	2.9% ($400.9M/$13.7B)	QoQ -13.76% (-$64.0M) YoY +9.95% (-$36.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.0M	QoQ -1.36% (-14.0K) YoY -15.05% (-179.6K)	All Managers (Combined)	$248.6M	1.8% ($248.6M/$13.7B)	QoQ +0.93% (-$2.3M) YoY +4.02% (-$9.6M)
VISA INC.(Vcusip92826C839)	646.9K	QoQ -3.42% (-23.0K) YoY -9.97% (-71.7K)	All Managers (Combined)	$226.7M	1.7% ($226.7M/$13.7B)	QoQ +7.08% (-$15.0M) YoY +13.05% (-$26.2M)
Alphabet Inc.(GOOGLcusip02079K305)	1.3M	QoQ -3.63% (-50.4K) YoY -16.97% (-273.6K)	All Managers (Combined)	$206.9M	1.5% ($206.9M/$13.7B)	QoQ -21.27% (-$55.9M) YoY -14.93% (-$36.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	1.1M	QoQ +0.58% (+6.3K) YoY +2.72% (+29.0K)	All Managers (Combined)	$181.1M	1.3% ($181.1M/$13.7B)	QoQ +15.34% (+$24.1M) YoY +7.69% (+$12.9M)
DONALDSON Co INC(DCIcusip257651109)	2.6M	QoQ -1.05% (-27.9K) YoY -6.29% (-176.1K)	All Managers (Combined)	$175.8M	1.3% ($175.8M/$13.7B)	QoQ -1.47% (-$2.6M) YoY -15.85% (-$33.1M)
Alphabet Inc.(GOOGcusip02079K107)	1.1M	QoQ -7.10% (-82.9K) YoY -17.23% (-225.8K)	All Managers (Combined)	$169.4M	1.2% ($169.4M/$13.7B)	QoQ -23.78% (-$52.9M) YoY -15.07% (-$30.1M)
APTARGROUP, INC.(ATRcusip038336103)	1.1M	QoQ +0.51% (-5.9K) YoY -23.43% (-348.8K)	All Managers (Combined)	$169.1M	1.2% ($169.1M/$13.7B)	QoQ -5.05% (-$9.0M) YoY -21.04% (-$45.1M)
Accenture plc(ACNcusipG1151C101)	531.9K	QoQ -13.14% (-80.5K) YoY -17.03% (-109.3K)	All Managers (Combined)	$166.0M	1.2% ($166.0M/$13.7B)	QoQ -22.96% (-$49.5M) YoY -25.31% (-$56.3M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	512.0K	QoQ -1.57% (-8.2K) YoY -8.51% (-47.7K)	All Managers (Combined)	$156.4M	1.1% ($156.4M/$13.7B)	QoQ +2.73% (-$4.2M) YoY +11.91% (-$16.7M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	294.6K	QoQ -0.50% (-1.5K) YoY -3.78% (-11.6K)	All Managers (Combined)	$154.3M	1.1% ($154.3M/$13.7B)	QoQ +3.01% (-$4.5M) YoY +1.86% (-$2.8M)
CHEMED CORP(CHEcusip16359R103)	246.4K	QoQ +1.72% (+4.2K) YoY +17.08% (+35.9K)	All Managers (Combined)	$151.6M	1.1% ($151.6M/$13.7B)	QoQ +18.14% (+$23.3M) YoY +12.23% (+$16.5M)
CULLEN/FROST BANKERS, INC.(CFRcusip229899109)	1.1M	QoQ +5.71% (-60.2K) YoY NEW(+1.1M)	All Managers (Combined)	$139.3M	1.0% ($139.3M/$13.7B)	QoQ -1.40% (-$2.0M) YoY NEW(+$139.3M)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	297.1K	QoQ -1.50% (-4.5K) YoY +8.64% (+23.6K)	All Managers (Combined)	$135.1M	1.0% ($135.1M/$13.7B)	QoQ -6.76% (-$9.8M) YoY +8.70% (+$10.8M)
Chubb Ltd(CBcusipH1467J104)	446.9K	QoQ -0.05% (-245) YoY -7.22% (-34.8K)	All Managers (Combined)	$135.0M	1.0% ($135.0M/$13.7B)	QoQ +9.23% (-$11.4M) YoY +8.12% (-$10.1M)
QUALYS, INC.(QLYScusip74758T303)	1.0M	QoQ +0.01% (-190) YoY +42.49% (+313.1K)	All Managers (Combined)	$132.2M	1.0% ($132.2M/$13.7B)	QoQ -10.17% (-$15.0M) YoY +7.53% (+$9.3M)
ExlService Holdings, Inc.(EXLScusip302081104)	2.7M	QoQ -11.10% (-337.3K) YoY -27.33% (-1.0M)	All Managers (Combined)	$127.4M	0.9% ($127.4M/$13.7B)	QoQ -5.43% (-$7.3M) YoY +7.87% (-$9.3M)
CHOICE HOTELS INTERNATIONAL INC /DE(CHHcusip169905106)	945.1K	QoQ -0.46% (-4.5K) YoY +1.24% (+11.6K)	All Managers (Combined)	$125.5M	0.9% ($125.5M/$13.7B)	QoQ -6.91% (-$9.3M) YoY +6.39% (+$7.5M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	131.7K	QoQ -11.68% (-17.4K) YoY -27.37% (-49.6K)	All Managers (Combined)	$124.5M	0.9% ($124.5M/$13.7B)	QoQ -8.84% (-$12.1M) YoY -6.25% (-$8.3M)