Wright Investors Service Inc Portfolio Holdings

Wright Investors Service Inc

  • $331 Million
  • Q3 2025

Wright Investors Service Inc has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $331 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.4M, Microsoft Corp with a value of $19.4M, Apple Inc. with a value of $15.5M, Amazon Com Inc with a value of $14.2M, and Broadcom Inc. with a value of $13.9M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $319M to 331M.

Below you can find more details about Wright Investors Service Inc portfolio as well as his latest detailed transactions.

Portfolio value $331 Million
Technology: $109 Million
Financial Services: $52.6 Million
Communication Services: $43.1 Million
Consumer Cyclical: $35.2 Million
Healthcare: $27.6 Million
Industrials: $21.7 Million
Consumer Defensive: $14.8 Million
Energy: $10.1 Million
Other: $17.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$1.75 Million 0.53% of portfolio
8,086
Q3 2025 Reduced 7.48%
$190B
$1.73 Million 0.52% of portfolio
17,004
Q3 2025 Reduced 7.92%
$40.2B
$1.72 Million 0.52% of portfolio
8,036
Q3 2025 Added 39.37%
$27.2B
$1.71 Million 0.52% of portfolio
7,887
Q3 2025 Added 14.35%
$187B
$1.62 Million 0.49% of portfolio
9,714
Q3 2025 Added 27.18%
$662B
$1.62 Million 0.49% of portfolio
3,227
Q3 2025 Reduced 8.71%
$258B
$1.58 Million 0.48% of portfolio
9,431
Q3 2025 Reduced 5.74%
$47.8B
$1.54 Million 0.47% of portfolio
22,881
Q3 2025 Reduced 7.96%
$49.4B
$1.47 Million 0.44% of portfolio
9,324
Q3 2025 Reduced 26.84%
$237B
$1.45 Million 0.44% of portfolio
6,139
Q3 2025 Added 43.07%
$204B
$1.39 Million 0.42% of portfolio
9,892
Q3 2025 New
$123B
$1.38 Million 0.42% of portfolio
4,893
Q3 2025 Reduced 42.4%
$237B
$1.38 Million 0.42% of portfolio
8,492
Q3 2025 Reduced 5.67%
$21.1B
$1.29 Million 0.39% of portfolio
15,640
Q3 2025 Reduced 0.97%
$57.4B
$1.25 Million 0.38% of portfolio
31,783
Q3 2025 Added 36.48%
$10.3B
$1.2 Million 0.36% of portfolio
28,463
Q3 2025 Reduced 45.15%
$64.7B
$1.14 Million 0.34% of portfolio
10,129
Q3 2025 Reduced 0.81%
$303B
$1.06 Million 0.32% of portfolio
6,819
Q3 2025 Reduced 6.06%
$47B
$1.03 Million 0.31% of portfolio
2,097
Q3 2025 Reduced 4.98%
$16.1B
$1.03 Million 0.31% of portfolio
13,464
Q3 2025 Reduced 5.94%
$65.7B
$1 Million 0.3% of portfolio
12,553
Q3 2025 Reduced 4.89%
$169B
$978,000 0.3% of portfolio
1,063
Q3 2025 Reduced 4.92%
$193B
$972,000 0.29% of portfolio
8,491
Q3 2025 Added 25.94%
$342B
$940,000 0.28% of portfolio
5,155
Q3 2025 Reduced 14.5%
$113B
$915,000 0.28% of portfolio
9,683
Q3 2025 Added 2.11%
$132B
$846,000 0.26% of portfolio
4,020
Q3 2025 Added 2.08%
$172B
$877,000 0.26% of portfolio
19,964
Q3 2025 Reduced 6.07%
$228B
$876,000 0.26% of portfolio
6,541
Q3 2025 Reduced 7.81%
$12.8B
$867,000 0.26% of portfolio
25,034
Q3 2025 Reduced 6.53%
$15B
$815,000 0.25% of portfolio
3,831
Q3 2025 Reduced 8.44%
$34.2B
$844,000 0.25% of portfolio
9,303
Q3 2025 Reduced 6.17%
$7.1B
$755,000 0.23% of portfolio
86,735
Q3 2025 Reduced 2.86%
$51.8B
$719,000 0.22% of portfolio
3,158
Q3 2025 Added 2.77%
$71.6B
$680,000 0.21% of portfolio
10,146
Q3 2025 Reduced 5.99%
$70.1B
$711,000 0.21% of portfolio
4,177
Q3 2025 Reduced 5.3%
$6.08B
$653,000 0.2% of portfolio
6,465
Q3 2025 New
$268B
$675,000 0.2% of portfolio
4,037
Q3 2025 New
$29.5B
$652,000 0.2% of portfolio
1,005
Q3 2025 Reduced 3.74%
$27.2B
$655,000 0.2% of portfolio
11,308
Q3 2025 New
$6B
$662,000 0.2% of portfolio
9,635
Q3 2025 New
$18.9B
$627,000 0.19% of portfolio
4,736
Q3 2025 Reduced 2.73%
$12.7B
$637,000 0.19% of portfolio
6,834
Q3 2025 Reduced 11.64%
$875M
$640,000 0.19% of portfolio
16,333
Q3 2025 New
$9.65B
$601,000 0.18% of portfolio
3,594
Q3 2025 New
$73.4B
$588,000 0.18% of portfolio
16,559
Q3 2025 Added 1.48%
$12.6B
$592,000 0.18% of portfolio
34,826
Q3 2025 Reduced 7.96%
$10.1B
$599,000 0.18% of portfolio
1,402
Q3 2025 Reduced 9.2%
$141B
$573,000 0.17% of portfolio
22,520
Q3 2025 Reduced 7.97%
$32.7B
$575,000 0.17% of portfolio
6,640
Q3 2025 Reduced 5.02%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $331 Million
  • Prior Value $319 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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