Greenleaf Trust Portfolio Holdings

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025

Greenleaf Trust has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $10.9 Billion distributed in 1325 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.15B, Ishares Core S&P 500 ETF with a value of $1.36B, Ishares Tr with a value of $238M, Apple Inc. with a value of $165M, and Microsoft Corp with a value of $152M.

Examining the 13F form we can see an decrease of $315M in the current position value, from $11.2B to 10.9B.

Greenleaf Trust is based out at Kalamazoo, MI

Below you can find more details about Greenleaf Trust portfolio as well as his latest detailed transactions.

Portfolio value $10.9 Billion
Healthcare: $6.31 Billion
ETFs: $2.56 Billion
Technology: $697 Million
Financial Services: $408 Million
Communication Services: $270 Million
Consumer Cyclical: $244 Million
Industrials: $172 Million
Consumer Defensive: $112 Million
Other: $147 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$235B
$6.46 Million 0.06% of portfolio
76,942
Q3 2025 Reduced 0.42%
$342B
$6.86 Million 0.06% of portfolio
37,583
Q3 2025 Reduced 52.5%
$140B
$6.95 Million 0.06% of portfolio
18,560
Q3 2025 Added 37.84%
$22.7B
$6.92 Million 0.06% of portfolio
400,428
Q3 2025 Reduced 0.26%
$306B
$6.41 Million 0.06% of portfolio
96,708
Q3 2025 Reduced 36.42%
$258B
$6.89 Million 0.06% of portfolio
41,173
Q3 2025 Reduced 40.84%
$388B
$5.38 Million 0.05% of portfolio
33,230
Q3 2025 Reduced 2.47%
$121B
$5.42 Million 0.05% of portfolio
7,012
Q3 2025 Reduced 0.45%
$268B
$5.01 Million 0.05% of portfolio
29,937
Q3 2025 Reduced 0.48%
$222B
$5.33 Million 0.05% of portfolio
10,995
Q3 2025 Added 5.95%
$177B
$5.52 Million 0.05% of portfolio
28,382
Q3 2025 Reduced 11.71%
$317B
$5.98 Million 0.05% of portfolio
71,377
Q3 2025 Reduced 1.56%
$197B
$5.47 Million 0.05% of portfolio
26,713
Q3 2025 Reduced 8.38%
$182B
$5.77 Million 0.05% of portfolio
8,454
Q3 2025 Reduced 0.82%
$237B
$5.37 Million 0.05% of portfolio
33,098
Q3 2025 Reduced 11.99%
$303B
$5.42 Million 0.05% of portfolio
34,916
Q3 2025 Reduced 14.73%
$152B
$5.06 Million 0.05% of portfolio
20,514
Q3 2025 Reduced 7.43%
$187B
$5.21 Million 0.05% of portfolio
31,323
Q3 2025 Reduced 2.43%
$193B
$5.14 Million 0.05% of portfolio
11,494
Q3 2025 Reduced 43.36%
$167B
$4.92 Million 0.05% of portfolio
51,547
Q3 2025 Reduced 3.19%
$141B
$5.82 Million 0.05% of portfolio
228,326
Q3 2025 Added 1.56%
$266B
$5.42 Million 0.05% of portfolio
19,213
Q3 2025 Reduced 3.81%
$144B
$3.95 Million 0.04% of portfolio
8,638
Q3 2025 Reduced 48.58%
$1.43B
$3.83 Million 0.04% of portfolio
222,565
Q3 2025 Added 76.69%
$86.1B
$3.99 Million 0.04% of portfolio
11,512
Q3 2025 Reduced 1.83%
$193B
$4.27 Million 0.04% of portfolio
37,274
Q3 2025 Reduced 7.15%
$270B
$4.43 Million 0.04% of portfolio
27,871
Q3 2025 Reduced 2.94%
$23.2B
$3.89 Million 0.04% of portfolio
79,287
Q3 2025 Added 0.38%
$100B
$4.49 Million 0.04% of portfolio
16,628
Q3 2025 Reduced 0.72%
$140B
$4.03 Million 0.04% of portfolio
16,054
Q3 2025 Reduced 4.63%
$161B
$3.96 Million 0.04% of portfolio
3,671
Q3 2025 Added 2.66%
$104B
$4.82 Million 0.04% of portfolio
16,416
Q3 2025 Reduced 42.27%
$123B
$4.59 Million 0.04% of portfolio
16,265
Q2 2025 Reduced 2.22%
$123B
$4.31 Million 0.04% of portfolio
8,635
Q3 2025 Added 22.87%
$181B
$4.19 Million 0.04% of portfolio
148,389
Q3 2025 Added 4.19%
$183B
$4.22 Million 0.04% of portfolio
14,951
Q3 2025 Reduced 8.68%
$89.3B
$3.01 Million 0.03% of portfolio
27,643
Q3 2025 Reduced 1.31%
$5.67B
$3.28 Million 0.03% of portfolio
78,079
Q3 2025 Reduced 2.02%
$118B
$2.89 Million 0.03% of portfolio
11,776
Q3 2025 Reduced 0.45%
$6.2B
$2.82 Million 0.03% of portfolio
26,139
Q3 2025 Added 0.07%
$172B
$3.59 Million 0.03% of portfolio
81,598
Q3 2025 Added 3.3%
$73.2B
$2.79 Million 0.03% of portfolio
650
Q3 2025 Added 4.17%
$169B
$3.68 Million 0.03% of portfolio
3,995
Q3 2025 Reduced 2.06%
$85.9B
$2.9 Million 0.03% of portfolio
13,114
Q3 2025 Reduced 3.37%
$29.6B
$3.08 Million 0.03% of portfolio
9,262
Q3 2025 Reduced 0.27%
$120B
$2.85 Million 0.03% of portfolio
170,091
Q3 2025 Reduced -0.0%
$42.6B
$2.83 Million 0.03% of portfolio
21,187
Q3 2025 Reduced 0.42%
$67.3B
$2.79 Million 0.03% of portfolio
9,999
Q3 2025 Added 0.31%
$114B
$2.87 Million 0.03% of portfolio
13,290
Q3 2025 Added 30.37%

Summary

  • Portfolio
  • No. of Stocks 1,325
  • Current Value $10.9 Billion
  • Prior Value $11.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 49 stocks
  • Additional Purchases 287 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 420 stocks
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email