Q2 2026 13F · SEC CIK 1308527

Douglass Winthrop Advisors, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.8B
Reported positions: 306
Top holdings a year, 3 yrs: +12.8%
Assets under management: $6.5B

Douglass Winthrop Advisors, LLC is a wealth manager that reported 306 positions worth $5.8B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Alphabet Inc (GOOG, 8.0%), Berkshire Hathaway Inc Del (BRK-B, 7.8%), Amazon Com Inc Com (AMZN, 5.1%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

Douglass Winthrop Advisors, LLC holdings largest 50 of 306 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Douglass Winthrop Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	8.0%	7.2%	1,317,984	-3.3%	$465.7M
BRK-BBerkshire Hathaway Inc Del	7.8%	7.7%	905,642	+3.5%	$453.2M
AMZNAmazon Com Inc Com	5.1%	4.7%	1,239,568	+0.4%	$295.4M
MSFTMicrosoft Corp	5.0%	4.8%	782,942	+9.5%	$292.1M
AAPLApple Inc	3.6%	3.4%	729,750	+1.0%	$211.2M
DEDeere & Co Com	3.5%	3.3%	320,538	-0.2%	$203.3M
MAMastercard Inc.	3.5%	3.5%	389,555	+3.2%	$200.1M
COSTCostco Whsl Corp New	3.0%	3.4%	187,973	-0.4%	$175.8M
UBERUber Technologies Inc	2.8%	3.0%	2,250,320	+0.0%	$162.4M
MKLMarkel Group Inc	2.7%	2.8%	80,373	-0.2%	$157.0M
GOOGLAlphabet Inc	2.7%	2.2%	430,657	+2.8%	$153.9M
FASTFastenal Co	2.6%	2.6%	3,109,517	-0.2%	$149.4M
TDGTransdigm Group Inc	2.4%	2.2%	105,306	+2.4%	$140.3M
AONAon PLC	2.3%	2.3%	400,635	+1.5%	$132.9M
MNSTMonster Beverage Corp New	2.2%	1.8%	1,305,722	-2.1%	$125.5M
MLMMartin Marietta Matls Inc	2.2%	2.4%	217,073	-0.9%	$125.2M
SHWSherwin Williams Co Com	2.2%	2.2%	363,117	-1.9%	$125.0M
CFRUYCie Financiere Richemont SA	2.1%	1.7%	5,175,170	-1.0%	$119.6M
SPGIS&P Global Inc.	2.0%	2.0%	286,307	+12.5%	$116.6M
LINLinde PLC	1.9%	1.9%	215,395	+1.8%	$111.8M
CNICanadian Natl Ry Co	1.9%	1.8%	936,884	-1.8%	$111.7M
RACEFerrari N V	1.9%	1.5%	299,022	+18.4%	$111.3M
TPLTexas Pacific Land Corporati	1.8%	2.3%	243,355	-9.5%	$106.5M
NFLXNetflix Inc Total	1.8%	2.2%	1,472,507	+20.0%	$105.1M
BAMBrookfield Asset Management	1.6%	1.7%	2,095,371	-0.7%	$94.0M
LSEGYLondon Stock Exchange Group Sp	1.6%	1.7%	3,350,796	+6.3%	$90.7M
TSMTaiwan Semiconductor Manufac	1.5%	0.3%	186,555	+258.5%	$89.1M
MTDMettler-Toledo International I	1.5%	1.2%	69,514	+30.6%	$88.8M
BRK-ABerkshire Hathaway Inc Del	1.4%	1.4%	108	+0.9%	$80.9M
NSRGYNestle S.a. Sp/adr-For Reg (che)	0.9%	1.6%	492,594	-42.3%	$50.6M
AXPAmerican Express Co Com	0.8%	0.7%	129,267	+0.1%	$43.7M
PGProcter & Gamble Co Com	0.7%	0.7%	263,538	+3.7%	$38.6M
MRKMerck & Co. Inc	0.6%	0.6%	291,325	-0.3%	$37.4M
CPRTCopart Inc	0.6%	1.0%	1,200,169	-23.3%	$33.8M
TTTrane Technologies PLC	0.5%	0.5%	59,555	-0.4%	$29.3M
LLYLilly Eli & Co	0.5%	—	22,774	—	$27.3M
JNJJohnson & Johnson	0.5%	0.5%	104,526	+0.7%	$26.5M
NVDANvidia Corporation Com	0.4%	0.4%	125,808	+3.7%	$25.2M
JPMJpmorgan Chase & Co	0.4%	0.4%	72,324	+2.6%	$23.7M
ASMLAsml Hldg NV	0.3%	0.3%	10,003	-4.8%	$19.9M
VVisa Inc Com Cl A	0.3%	0.3%	56,482	-0.5%	$19.4M
AMTAmerican Tower Corp	0.3%	1.6%	117,375	-76.7%	$19.2M
DOVDover Corp Common	0.3%	0.3%	77,215	+0.0%	$17.3M
XOMExxon Mobil Corp	0.3%	0.4%	115,677	+2.5%	$15.8M
ABBVAbbvie Inc	0.3%	0.2%	61,088	+15.5%	$15.4M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	19,088	+12.9%	$14.3M
TMOThermo Fisher Scientific Inc	0.2%	0.2%	25,062	+0.9%	$12.6M
SBGSYSchneider Electric SE - ADR	0.2%	—	181,286	—	$11.8M
KOCoca Cola Co	0.2%	0.2%	144,230	-1.5%	$11.7M
UNPUnion Pac Corp	0.2%	—	42,118	—	$11.5M

What Douglass Winthrop Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

TSM Taiwan Semiconductor Manufac+258.5% shares
MTD Mettler-Toledo International I+30.6% shares
NFLX Netflix Inc Total+20.0% shares
RACE Ferrari N V+18.4% shares
ABBV Abbvie Inc+15.5% shares
SPY Spdr S&p 500 ETF Tr+12.9% shares
SPGI S&P Global Inc.+12.5% shares
MSFT Microsoft Corp+9.5% shares

Reduced

AMT American Tower Corp-76.7% shares
NSRGY Nestle S.a. Sp/adr-For Reg (che)-42.3% shares
CPRT Copart Inc-23.3% shares
TPL Texas Pacific Land Corporati-9.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.3% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +6.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.8B	306
Q1 2026	$5.5B	301
Q4 2025	$5.7B	304
Q3 2025	$5.7B	300
Q2 2025	$5.5B	279
Q1 2025	$5.3B	279
Q4 2024	$5.1B	294
Q3 2024	$5.2B	288
Q2 2024	$4.9B	275
Q1 2024	$4.9B	283
Q4 2023	$4.5B	250
Q3 2023	$4.0B	235

Questions about Douglass Winthrop Advisors, LLC's portfolio

What stocks does Douglass Winthrop Advisors, LLC own?

Douglass Winthrop Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 306 positions worth $5.8B. The largest are Alphabet Inc (GOOG) at 8.0%, Berkshire Hathaway Inc Del (BRK-B) at 7.8%, Amazon Com Inc Com (AMZN) at 5.1%, Microsoft Corp (MSFT) at 5.0% and Apple Inc (AAPL) at 3.6%.

What did Douglass Winthrop Advisors, LLC buy last quarter?

In Q2 2026, Douglass Winthrop Advisors, LLC added Taiwan Semiconductor Manufac (TSM) (+258.5% shares), Mettler-Toledo International I (MTD) (+30.6% shares) and Netflix Inc Total (NFLX) (+20.0% shares), compared with its Q1 2026 filing.

What did Douglass Winthrop Advisors, LLC sell last quarter?

In Q2 2026, Douglass Winthrop Advisors, LLC cut from its top 50 Roper Technologies Inc Com (ROP), cut from its top 50 Nike Inc Cl B (NKE), cut from its top 50 Danaher Corporation (DHR), American Tower Corp (AMT) (-76.7% shares), Nestle S.a. Sp/adr-For Reg (che) (NSRGY) (-42.3% shares) and Copart Inc (CPRT) (-23.3% shares), compared with its Q1 2026 filing.

How has Douglass Winthrop Advisors, LLC's portfolio performed?

A portfolio copying Douglass Winthrop Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.3% against +20.1%. Over 5 years: +6.4% a year against +11.6%.

When is Douglass Winthrop Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Douglass Winthrop Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Douglass Winthrop Advisors, LLC manage?

Douglass Winthrop Advisors, LLC reported $6.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.8B.