Whittier Trust Co
13F filer · CIK 0001137881Reported Jul 28, 2026
Net buyer this quarter
13F portfolio value$10.2BU.S. long equity reported on 13F
Positions1,02657 new · 52 closed
Net flow last quarter+$198MBuys minus sells
Top 10 positions weight34.3%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 28, 20261,026 positions | |||||
| $542M | 5.32% | Not reported | -0.4% | Q1 2016 | |
| $541M | 5.31% | 0.01% | +0.8% | Q2 2013 | |
| $539M | 5.29% | 0.01% | -0.2% | Q2 2013 | |
| $367M | 3.61% | 0.01% | -2.5% | Q2 2013 | |
| $340M | 3.34% | 0.01% | +0.1% | Q2 2013 | |
| $326M | 3.20% | Not reported | -1.0% | Q2 2013 | |
| $264M | 2.59% | 0.01% | -15.8% | Q1 2016 | |
| $229M | 2.24% | 0.03% | +0.8% | Q2 2013 | |
| $177M | 1.74% | 0.02% | -0.4% | Q2 2013 | |
| $172M | 1.69% | 0.04% | -0.3% | Q2 2013 | |
| $161M | 1.58% | 0.02% | 0.0% | Q2 2013 | |
| $156M | 1.53% | Not reported | +0.8% | Q2 2013 | |
| $121M | 1.18% | Not reported | -0.7% | Q2 2013 | |
| $102M | 1.00% | 0.01% | +0.5% | Q2 2013 | |
| $95.5M | 0.94% | 0.01% | +21.7% | Q2 2013 | |
| $93.7M | 0.92% | 0.03% | -1.2% | Q2 2013 | |
| $91.5M | 0.90% | Not reported | -1.3% | Q2 2013 | |
| $89.6M | 0.88% | 0.03% | 0.0% | Q2 2020 | |
| $89.1M | 0.87% | 0.05% | -0.2% | Q2 2013 | |
| $88.9M | 0.87% | 0.00% | -3.7% | Q1 2016 | |
| $85.4M | 0.84% | Not reported | +1.1% | Q1 2020 | |
| $83M | 0.82% | 0.02% | +39.0% | Q2 2013 | |
| $76.6M | 0.75% | 0.06% | +25.6% | Q2 2013 | |
| $75.1M | 0.74% | 0.02% | +1.2% | Q2 2013 | |
| $70.2M | 0.69% | 0.02% | +270.5% | Q1 2026 | |
| $69.5M | 0.68% | 0.10% | +0.3% | Q2 2013 | |
| $68.6M | 0.67% | 0.01% | +0.7% | Q2 2013 | |
| $67.5M | 0.66% | 0.10% | -0.5% | Q1 2015 | |
| $66.4M | 0.65% | 0.02% | -0.5% | Q2 2013 | |
| $65.9M | 0.65% | 0.06% | +2.2% | Q2 2013 | |
| $64.3M | 0.63% | 0.07% | +3.3% | Q2 2014 | |
| $61.3M | 0.60% | 0.01% | -0.6% | Q2 2013 | |
| $59.3M | 0.58% | 0.04% | +23.3% | Q2 2013 | |
| $56.4M | 0.55% | 0.09% | -0.3% | Q2 2013 | |
| $55.7M | 0.55% | 0.09% | +2.9% | Q3 2015 | |
| $53.1M | 0.52% | 0.01% | -17.0% | Q2 2013 | |
| $50.7M | 0.50% | Not reported | +42.6% | Q2 2013 | |
| $50.3M | 0.49% | 0.06% | -0.2% | Q2 2013 | |
| $49.9M | 0.49% | 0.17% | +2.7% | Q2 2013 | |
| $49.7M | 0.49% | 0.04% | -0.2% | Q1 2024 | |
| $48.3M | 0.47% | 0.01% | +2.8% | Q2 2013 | |
| $46.1M | 0.45% | 0.11% | +3.6% | Q1 2017 | |
| $43.7M | 0.43% | 0.01% | -1.5% | Q2 2013 | |
| $43.2M | 0.42% | 0.09% | +67.1% | Q3 2020 | |
| $42.3M | 0.42% | 0.01% | -18.8% | Q2 2013 | |
| $40.4M | 0.40% | 0.04% | +42.4% | Q2 2013 | |
| $38.8M | 0.38% | 0.13% | +46.8% | Q1 2015 | |
| $38.6M | 0.38% | 0.02% | -0.4% | Q2 2013 | |
| $37.9M | 0.37% | 0.01% | +0.2% | Q2 2013 | |
| $37.8M | 0.37% | 0.04% | +1.5% | Q2 2013 | |
| Q1 2026Reported Apr 28, 20261,019 positions | |||||
| $491M | 5.54% | 0.01% | -17.9% | Q2 2013 | |
| $445M | 5.02% | 0.01% | -6.3% | Q2 2013 | |
| $444M | 5.01% | Not reported | -4.8% | Q1 2016 | |
| $363M | 4.10% | 0.01% | -1.6% | Q2 2013 | |
| $296M | 3.34% | 0.01% | +4.3% | Q2 2013 | |
| $289M | 3.26% | Not reported | +3.1% | Q2 2013 | |
| $264M | 2.98% | 0.02% | +5.6% | Q1 2016 | |
| $198M | 2.24% | 0.03% | +2.3% | Q2 2013 | |
| $148M | 1.67% | Not reported | +6.6% | Q2 2013 | |
| $137M | 1.55% | 0.02% | -16.2% | Q2 2013 | |
| $137M | 1.55% | 0.02% | +3.6% | Q2 2013 | |
| $114M | 1.29% | Not reported | +3.5% | Q2 2013 | |
| $102M | 1.16% | 0.04% | +0.8% | Q2 2013 | |
| $95.5M | 1.08% | 0.05% | +2.6% | Q2 2013 | |
| $88.3M | 1.00% | 0.03% | +4.1% | Q2 2020 | |
| $85.4M | 0.96% | 0.01% | +18.1% | Q2 2013 | |
| $83.2M | 0.94% | Not reported | +4.0% | Q2 2013 | |
| $78.9M | 0.89% | 0.02% | -8.4% | Q2 2013 | |
| $78.1M | 0.88% | 0.01% | +34.8% | Q2 2013 | |
| $77.8M | 0.88% | 0.03% | -12.1% | Q2 2013 | |
| $75.6M | 0.85% | 0.00% | -2.3% | Q1 2016 | |
| $72.2M | 0.81% | Not reported | +9.2% | Q1 2020 | |
| $70.7M | 0.80% | 0.02% | +4.9% | Q2 2013 | |
| $70.4M | 0.79% | 0.05% | +5.0% | Q2 2013 | |
| $68.6M | 0.77% | 0.02% | +4.2% | Q2 2013 | |
| $66.2M | 0.75% | 0.04% | +6.2% | Q2 2013 | |
| $62M | 0.70% | 0.10% | +5.3% | Q2 2013 | |
| $61.3M | 0.69% | 0.04% | +7.3% | Q2 2013 | |
| $60.5M | 0.68% | 0.04% | +7.5% | Q2 2013 | |
| $57.2M | 0.65% | 0.10% | +21806.5% | Q3 2015 | |
| $56.6M | 0.64% | 0.07% | +42.4% | Q2 2014 | |
| $54.3M | 0.61% | 0.06% | +7.9% | Q2 2013 | |
| $51.7M | 0.58% | 0.05% | +10.0% | Q3 2020 | |
| $50.3M | 0.57% | 0.03% | +6.8% | Q2 2013 | |
| $50.1M | 0.57% | 0.01% | +2.1% | Q2 2013 | |
| $49.6M | 0.56% | 0.09% | -5.1% | Q2 2013 | |
| $49.2M | 0.56% | 0.01% | +1140.2% | Q2 2013 | |
| $45.8M | 0.52% | 0.06% | -12.1% | Q2 2013 | |
| $45.4M | 0.51% | 0.10% | +0.3% | Q1 2015 | |
| $45.2M | 0.51% | 0.02% | -25.9% | Q2 2013 | |
| $43.7M | 0.49% | 0.01% | -1.6% | Q2 2013 | |
| $43.6M | 0.49% | 0.03% | +9.4% | Q2 2013 | |
| $43.2M | 0.49% | 0.11% | +628.2% | Q1 2017 | |
| $42.8M | 0.48% | 0.17% | -2.4% | Q2 2013 | |
| $40.4M | 0.46% | 0.04% | +10.0% | Q1 2024 | |
| $40.4M | 0.46% | 0.01% | +39.9% | Q1 2022 | |
| $39.3M | 0.44% | 0.05% | +6.6% | Q2 2013 | |
| $38.9M | 0.44% | 0.10% | +9.6% | Q1 2015 | |
| $37.6M | 0.42% | 0.01% | +202.4% | Q2 2013 | |
| $35.8M | 0.40% | 0.02% | +3.9% | Q2 2013 | |
| Q4 2025Reported Jan 26, 20261,028 positions | |||||
| $630M | 6.82% | 0.01% | +0.5% | Q2 2013 | |
| $493M | 5.34% | Not reported | +2.3% | Q1 2016 | |
| $481M | 5.21% | 0.01% | +2.7% | Q2 2013 | |
| $474M | 5.13% | 0.01% | +1.6% | Q2 2013 | |
| $322M | 3.48% | 0.01% | +0.6% | Q2 2013 | |
| $294M | 3.19% | Not reported | +1.5% | Q2 2013 | |
| $273M | 2.96% | 0.02% | +2.3% | Q1 2016 | |
| $220M | 2.38% | 0.02% | +1.9% | Q2 2013 | |
| $188M | 2.04% | 0.02% | +26.6% | Q2 2013 | |
| $160M | 1.73% | Not reported | +2.0% | Q2 2013 | |
| $156M | 1.69% | 0.02% | +4.2% | Q2 2013 | |
| $116M | 1.25% | Not reported | +1.8% | Q2 2013 | |
| $97.7M | 1.06% | 0.03% | +1.4% | Q2 2013 | |
| $88.7M | 0.96% | 0.01% | +28.8% | Q2 2013 | |
| $88.5M | 0.96% | 0.05% | +2.7% | Q2 2013 | |
| $85.3M | 0.92% | 0.04% | -12.5% | Q2 2013 | |
| $81.4M | 0.88% | 0.03% | +1.0% | Q2 2020 | |
| $81.1M | 0.88% | 0.00% | +1.6% | Q1 2016 | |
| $80.4M | 0.87% | Not reported | -0.6% | Q2 2013 | |
| $79.3M | 0.86% | 0.03% | +6.8% | Q2 2013 | |
| $69.3M | 0.75% | 0.04% | +12.2% | Q2 2013 | |
| $67.8M | 0.73% | 0.02% | +1.3% | Q2 2013 | |
| $63.8M | 0.69% | 0.04% | +60.8% | Q2 2013 | |
| $61.8M | 0.67% | Not reported | +30.9% | Q1 2020 | |
| $61.7M | 0.67% | 0.03% | +4.0% | Q2 2013 | |
| $60.7M | 0.66% | 0.02% | +3.4% | Q2 2013 | |
| $60.2M | 0.65% | 0.05% | +2.3% | Q2 2013 | |
| $59.5M | 0.64% | 0.09% | +2.9% | Q2 2013 | |
| $59M | 0.64% | 0.02% | +2.2% | Q2 2013 | |
| $57.6M | 0.62% | 0.05% | +2.3% | Q2 2014 | |
| $57.5M | 0.62% | 0.01% | +1.2% | Q2 2013 | |
| $54.8M | 0.59% | 0.10% | +2.6% | Q1 2015 | |
| $54M | 0.58% | 0.05% | +36.7% | Q3 2020 | |
| $53.1M | 0.58% | 0.01% | +0.7% | Q2 2013 | |
| $52.3M | 0.57% | 0.01% | +13.8% | Q2 2013 | |
| $51.7M | 0.56% | 0.02% | +0.6% | Q2 2013 | |
| $51.5M | 0.56% | 0.06% | +3.3% | Q2 2013 | |
| $44.5M | 0.48% | 0.09% | +0.1% | Q2 2013 | |
| $41.2M | 0.45% | 0.01% | +1.4% | Q2 2013 | |
| $39.6M | 0.43% | Not reported | -1.9% | Q2 2013 | |
| $38.5M | 0.42% | 0.02% | +2.6% | Q2 2016 | |
| $38.4M | 0.42% | 0.02% | -1.0% | Q2 2013 | |
| $37.8M | 0.41% | 0.07% | +2.8% | Q2 2013 | |
| $37.7M | 0.41% | 0.01% | -0.1% | Q2 2013 | |
| $37.2M | 0.40% | 0.17% | +0.1% | Q2 2013 | |
| $36.1M | 0.39% | 0.05% | +3.2% | Q2 2013 | |
| $36M | 0.39% | 0.02% | -53.0% | Q1 2017 | |
| $35.7M | 0.39% | 0.02% | -11.7% | Q2 2013 | |
| $35.1M | 0.38% | 0.01% | +52.8% | Q1 2022 | |
| $34.9M | 0.38% | 0.03% | +4.0% | Q1 2022 | |
| Q3 2025Reported Oct 31, 20251,060 positions | |||||
| $628M | 7.15% | 0.01% | +1.7% | Q2 2013 | |
| $504M | 5.74% | 0.01% | +1.8% | Q2 2013 | |
| $461M | 5.24% | 0.01% | +1.1% | Q2 2013 | |
| $377M | 4.30% | Not reported | +1.7% | Q1 2016 | |
| $291M | 3.32% | 0.01% | +2.5% | Q2 2013 | |
| $280M | 3.19% | Not reported | -1.4% | Q2 2013 | |
| $263M | 2.99% | 0.02% | +1.7% | Q1 2016 | |
| $200M | 2.28% | 0.02% | +0.6% | Q2 2013 | |
| $168M | 1.91% | Not reported | +2.3% | Q2 2013 | |
| $146M | 1.67% | 0.02% | +1.1% | Q2 2013 | |
| $117M | 1.33% | 0.01% | +4.7% | Q2 2013 | |
| $114M | 1.29% | Not reported | +1.2% | Q2 2013 | |
| $93.9M | 1.07% | 0.05% | +3.3% | Q1 2017 | |
| $79.7M | 0.91% | 0.03% | +2.0% | Q2 2013 | |
| $79.1M | 0.90% | 0.05% | -1.6% | Q2 2013 | |
| $77.4M | 0.88% | Not reported | -2.9% | Q2 2013 | |
| $71.7M | 0.82% | 0.04% | -0.4% | Q2 2013 | |
| $70.5M | 0.80% | 0.03% | +2.2% | Q2 2020 | |
| $68.3M | 0.78% | 0.00% | +7.3% | Q2 2013 | |
| $65.6M | 0.75% | 0.02% | +6.1% | Q2 2013 | |
| $64.9M | 0.74% | 0.03% | +28.6% | Q2 2013 | |
| $62.3M | 0.71% | 0.00% | -2.0% | Q1 2016 | |
| $60M | 0.68% | 0.05% | +1.9% | Q2 2013 | |
| $59.6M | 0.68% | 0.09% | +3.1% | Q2 2013 | |
| $58.7M | 0.67% | 0.09% | +2.5% | Q1 2015 | |
| $58.4M | 0.67% | 0.01% | +1.1% | Q2 2013 | |
| $58.3M | 0.66% | 0.05% | +2.1% | Q2 2014 | |
| $57M | 0.65% | 0.02% | +2.6% | Q2 2013 | |
| $56.1M | 0.64% | 0.04% | +94.5% | Q2 2013 | |
| $55.1M | 0.63% | 0.01% | -0.6% | Q2 2013 | |
| $54.2M | 0.62% | 0.02% | +0.4% | Q2 2013 | |
| $51.7M | 0.59% | Not reported | +4.3% | Q1 2020 | |
| $48.1M | 0.55% | 0.02% | +0.1% | Q2 2013 | |
| $45.4M | 0.52% | 0.06% | +3.6% | Q2 2013 | |
| $45.3M | 0.52% | 0.03% | +7.7% | Q2 2013 | |
| $44.2M | 0.50% | 0.01% | -0.2% | Q2 2013 | |
| $43.2M | 0.49% | 0.08% | -2.4% | Q2 2013 | |
| $42.2M | 0.48% | 0.03% | +4.5% | Q3 2020 | |
| $41M | 0.47% | 0.01% | -1.2% | Q2 2013 | |
| $40.6M | 0.46% | 0.09% | +1.6% | Q2 2013 | |
| $40.6M | 0.46% | 0.05% | +11.4% | Q2 2013 | |
| $40.5M | 0.46% | Not reported | -15.6% | Q2 2013 | |
| $39.7M | 0.45% | 0.02% | +1.7% | Q2 2013 | |
| $35.2M | 0.40% | 0.02% | -1.6% | Q2 2013 | |
| $35.1M | 0.40% | 0.04% | +2.5% | Q2 2013 | |
| $34.8M | 0.40% | 0.01% | -3.1% | Q2 2013 | |
| $34.3M | 0.39% | 0.02% | +2.6% | Q2 2013 | |
| $34.1M | 0.39% | 0.03% | +3.3% | Q1 2022 | |
| $33.9M | 0.39% | 0.00% | -6.9% | Q2 2013 | |
| $33.7M | 0.38% | 0.17% | +1.5% | Q2 2013 | |
Premium opens every quarter this fund has filed