WHITTIER TRUST CO
Q3 2021 Form 13-F
SOUTH PASADENA, CALIFORNIA
CIK 0001137881
· Institutional investment manager
$5.5B Reported Value Total
Reported value
$5.5B
Quarter over quarter
-0.2%
Holdings
1,440
Top-10 concentration
27.7%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Steve Anderson
Vice President
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2021 13F record
Q3 2021 13F filing summary
| Period of report | September 30, 2021 |
|---|---|
| Filed | November 01, 2021 |
| Form | 13F-HR |
| Reported value | $5.5B |
| Positions | 1,440 |
| Change in reported value | -2.2% |
| New positions | 104 |
| Exited positions | 134 |
| Position turnover | 15.1% |
| Top-10 concentration | 27.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 28, 2026
|
1,354 | $10.2B |
|
Q1 2026 13F
Filed Apr 28, 2026
|
1,343 | $8.9B |
|
Q4 2025 13F
Filed Jan 26, 2026
|
1,353 | $9.2B |
|
Q3 2025 13F
Filed Oct 31, 2025
|
1,378 | $8.8B |
|
Q2 2025 13F
Filed Jul 30, 2025
|
1,508 | $8.3B |
|
Q1 2025 13F
Filed May 2, 2025
|
1,489 | $7.2B |
|
Q4 2024 13F
Filed Feb 11, 2025
|
1,546 | $7.6B |
|
Q3 2024 13F
Filed Oct 21, 2024
|
1,547 | $7.5B |
|
Q2 2024 13F
Filed Jul 29, 2024
|
1,515 | $7.0B |
|
Q1 2024 13F
Filed May 2, 2024
|
1,509 | $6.9B |
|
Q4 2023 13F
Filed Jan 11, 2024
|
1,505 | $6.2B |
|
Q3 2023 13F
Filed Oct 27, 2023
|
1,674 | $5.6B |
|
Q2 2023 13F
Filed Jul 24, 2023
|
1,561 | $5.8B |
|
Q1 2023 13F
Filed Apr 21, 2023
|
1,604 | $5.5B |
|
Q4 2022 13F
Filed Jan 25, 2023
|
1,622 | $5.1B |
|
Q3 2022 13F
Filed Oct 21, 2022
|
1,584 | $4.8B |
|
Q2 2022 13F
Filed Jul 28, 2022
|
1,594 | $5.0B |
|
Q1 2022 13F
Filed Apr 29, 2022
|
1,620 | $5.9B |
|
Q4 2021 13F
Filed Jan 19, 2022
|
1,529 | $6.2B |
|
Q3 2021 13F
Filed Nov 1, 2021
|
1,440 | $5.5B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE COMPUTER INC COM | $235.2M | 4.28% |
| 2 | SPY SPDR TR S&P 500 | $230.6M | 4.2% |
| 3 | MSFT MICROSOFT CORP COM | $220.9M | 4.02% |
| 4 | GOOG ALPHABET INC CL C | $157.9M | 2.87% |
| 5 | AMZN AMAZON COM INC COM | $145.2M | 2.64% |
| 6 | IVV ISHARES S&P 500 INDEX | $139.7M | 2.54% |
| 7 | BRK-A BERKSHIRE HATHAWAY INC DEL CL A | $106.5M | 1.94% |
| 8 | JPM J P MORGAN CHASE & CO COM | $98.2M | 1.79% |
| 9 | V VISA INC COM CL A | $97.9M | 1.78% |
| 10 | NVDA NVIDIA CORP COM | $87.4M | 1.59% |
| 11 | IJH ISHARES S&P MIDCAP 400 INDEX | $82.3M | 1.5% |
| 12 | MDY MIDCAP SPDR TR UNIT SER 1 | $79.6M | 1.45% |
| 13 | IWM ISHARES RUSSELL 2000 INDEX | $77.8M | 1.42% |
| 14 | JNJ JOHNSON & JOHNSON COM | $64.3M | 1.17% |
| 15 | NKE NIKE INC CL B | $60.9M | 1.11% |
| 16 | VEA VANGUARD FTSE DEVELOPED MARKETS | $56.7M | 1.03% |
| 17 | META FACEBOOK INC CL A | $56.0M | 1.02% |
| 18 | DIS DISNEY WALT CO COM DISNEY | $55.4M | 1.01% |
| 19 | IJR ISHARES S&P SMALL CAP 600 | $54.0M | 0.98% |
| 20 | IEMG ISHARES INC CORE MSCI EMKT | $53.2M | 0.97% |
Values as reported on the Q3 2021 Form 13F. Every position is in the holdings table below.