Douglass Winthrop Advisors, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,720,386
- Description
- New York New York based relationship driven wealth allocation platform with an independent advisory structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and planning integrated mandate design for fiduciary household mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through capital preservation orientation and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 307 | 5,720,386 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q3 2025 | 11/13/2025 | 303 | 5,741,571 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2025 | 8/14/2025 | 282 | 5,537,546 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2025 | 5/14/2025 | 282 | 5,256,809 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2024 | 2/11/2025 | 296 | 5,136,962 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q3 2024 | 11/12/2024 | 290 | 5,245,904 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2024 | 8/7/2024 | 277 | 4,898,948 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2024 | 5/13/2024 | 285 | 4,857,111 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2023 | 2/12/2024 | 251 | 4,477,338 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q3 2023 | 11/13/2023 | 236 | 4,038,329 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2023 | 8/14/2023 | 241 | 4,185,636 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2023 | 5/15/2023 | 240 | 3,854,229 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2022 | 2/13/2023 | 239 | 3,648,243 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q3 2022 | 11/15/2022 | 243 | 3,312,232 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2022 | 8/11/2022 | 258 | 3,553,043 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2022 | 5/16/2022 | 268 | 4,232,288 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2021 | 2/14/2022 | 273 | 4,459,668 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q3 2021 | 11/10/2021 | 275 | 4,081,048 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2021 | 8/2/2021 | 277 | 4,074,551 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2021 | 5/13/2021 | 269 | 3,729,986 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2020 | 1/27/2021 | 266 | 3,508,528 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q3 2020 | 11/12/2020 | 267 | 3,076,842 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2020 | 7/17/2020 | 238 | 2,678,312 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2020 | 4/23/2020 | 236 | 2,232,835 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2019 | 1/10/2020 | 258 | 2,829,754 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q2 2014 | 7/17/2014 | 195 | 1,085,814 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q1 2014 | 4/17/2014 | 195 | 1,013,056 | 13F-HR/A - RESTATEMENT | Douglass Winthrop Advisors, LLC |
| Q1 2014 | 4/15/2014 | 73 | 227,040 | 13F-HR | Douglass Winthrop Advisors, LLC |
| Q4 2013 | 1/21/2014 | 192 | 963,166 | 13F-HR | Douglass Winthrop Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.72 M | 100.0% | 0 | 21.19 K | -21.19 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
5,720,386
Holdings
307
QoQ value change ($000)
-21,185
(-0.4%)
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.