WHITTIER TRUST CO
Q3 2022 Form 13-F
SOUTH PASADENA, CALIFORNIA
CIK 0001137881
· Institutional investment manager
$4.8B Reported Value Total
Reported value
$4.8B
Quarter over quarter
-5.7%
Holdings
1,584
Top-10 concentration
27.6%
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.
13F Metrics
Loading 13F Metrics
Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | October 21, 2022 |
| Form | 13F-HR |
| Reported value | $4.8B |
| Positions | 1,584 |
| Change in reported value | -3.6% |
| New positions | 97 |
| Exited positions | 100 |
| Position turnover | 11.7% |
| Top-10 concentration | 27.6% |
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 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE COMPUTER INC COM | $240.0M | 5.03% |
| 2 | MSFT MICROSOFT CORP COM | $189.1M | 3.96% |
| 3 | SPY SPDR TR S&P 500 | $178.6M | 3.74% |
| 4 | IVV ISHARES S&P 500 INDEX | $148.9M | 3.12% |
| 5 | GOOG ALPHABET INC CL C | $123.5M | 2.59% |
| 6 | AMZN AMAZON COM INC COM | $108.2M | 2.27% |
| 7 | BRK-A BERKSHIRE HATHAWAY INC DEL CL A | $108.1M | 2.27% |
| 8 | IJH ISHARES S&P MIDCAP 400 INDEX | $78.7M | 1.65% |
| 9 | V VISA INC COM CL A | $78.2M | 1.64% |
| 10 | JNJ JOHNSON & JOHNSON COM | $65.1M | 1.37% |
| 11 | JPM J P MORGAN CHASE & CO COM | $64.9M | 1.36% |
| 12 | MDY MIDCAP SPDR TR UNIT SER 1 | $63.6M | 1.33% |
| 13 | CVX CHEVRON CORP COM | $55.0M | 1.15% |
| 14 | IWM ISHARES RUSSELL 2000 INDEX | $53.7M | 1.13% |
| 15 | IJR ISHARES S&P SMALL CAP 600 | $53.1M | 1.11% |
| 16 | NVDA NVIDIA CORP COM | $52.8M | 1.11% |
| 17 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | $50.8M | 1.06% |
| 18 | VEA VANGUARD FTSE DEVELOPED MARKETS | $47.5M | 1.0% |
| 19 | ELV ELEVANCE HEALTH INC | $47.0M | 0.98% |
| 20 | UNH UNITEDHEALTH GROUP INC COM | $43.1M | 0.9% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.