S&CO INC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,730,972
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 222 | 1,730,972 | 13F-HR | S&CO INC |
| Q1 2026 | 5/7/2026 | 218 | 1,611,868 | 13F-HR | S&CO INC |
| Q4 2025 | 2/5/2026 | 218 | 1,609,907 | 13F-HR | S&CO INC |
| Q3 2025 | 11/6/2025 | 222 | 1,633,541 | 13F-HR | S&CO INC |
| Q2 2025 | 8/7/2025 | 223 | 1,559,557 | 13F-HR | S&CO INC |
| Q2 2014 | 7/24/2014 | 140 | 720,371 | 13F-HR | S&CO INC |
| Q1 2014 | 4/28/2014 | 130 | 668,999 | 13F-HR | S&CO INC |
| Q4 2013 | 2/7/2014 | 124 | 598,589 | 13F-HR | S&CO INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.65 M | 95.3% | 118.6 K | 0 | 118.6 K |
| ETFs | 80.72 K | 4.7% | 459 | 0 | 459 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,730,972
Holdings
222
QoQ value change ($000)
119,104
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.