Current Market Value 4,612,262,867
Current Holdings 477
Most Recent File Date 2025-08-12
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Choate Investment Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 477 4,612,263
2025-05-14 2025-03-31 13F-HR 395 4,024,174
2025-02-10 2024-12-31 13F-HR 402 4,159,769
2024-11-13 2024-09-30 13F-HR 383 3,921,945
2024-08-08 2024-06-30 13F-HR 377 3,814,134
2024-05-07 2024-03-31 13F-HR 405 3,714,848
2024-02-14 2023-12-31 13F-HR 379 3,229,577
2023-10-30 2023-09-30 13F-HR 431 2,550,586
2023-08-01 2023-06-30 13F-HR 348 2,391,814
2023-05-15 2023-03-31 13F-HR 319 2,071,200
2023-02-14 2022-12-31 13F-HR 327 1,657,662
2022-11-14 2022-09-30 13F-HR 296 1,518,245
2022-08-11 2022-06-30 13F-HR 314 1,646,908
2022-04-29 2022-03-31 13F-HR 359 1,882,381
2022-02-07 2021-12-31 13F-HR 343 1,712,970
2021-11-04 2021-09-30 13F-HR 306 1,567,026
2021-07-30 2021-06-30 13F-HR 342 1,649,922
2021-05-07 2021-03-31 13F-HR 304 1,616,631
2021-02-08 2020-12-31 13F-HR 287 1,646,606
2020-10-26 2020-09-30 13F-HR 281 1,543,464
2020-07-23 2020-06-30 13F-HR 241 1,377,924
2020-05-07 2020-03-31 13F-HR 232 1,253,249
2020-01-28 2019-12-31 13F-HR 227 1,645,276
2019-11-12 2019-09-30 13F-HR 229 1,616,628
2019-08-14 2019-06-30 13F-HR 228 1,670,462
2019-04-29 2019-03-31 13F-HR 234 1,691,406
2019-02-14 2018-12-31 13F-HR 224 1,553,440
2018-11-14 2018-09-30 13F-HR 196 1,810,287
2018-07-30 2018-06-30 13F-HR 226 1,721,614
2018-05-04 2018-03-31 13F-HR 231 1,868,869
2018-02-14 2017-12-31 13F-HR 237 1,954,064
2017-11-14 2017-09-30 13F-HR 246 1,850,037
2017-08-11 2017-06-30 13F-HR 245 1,770,010
2017-05-11 2017-03-31 13F-HR 249 1,710,009
2017-02-13 2016-12-31 13F-HR 242 1,578,702
2016-11-15 2016-09-30 13F-HR 237 1,527,976
2016-08-11 2016-06-30 13F-HR 229 1,442,371
2016-05-04 2016-03-31 13F-HR 243 1,447,007
2016-03-30 2015-12-31 13F-HR/A 1 R 264 1,374,255
2016-02-16 2015-12-31 13F-HR 251 1,464,377
2015-11-12 2015-09-30 13F-HR 251 1,464,377
2015-08-13 2015-06-30 13F-HR 253 1,732,361
2015-05-14 2015-03-31 13F-HR 259 1,764,438
2015-02-17 2014-12-31 13F-HR 275 1,703,173
2014-11-13 2014-09-30 13F-HR 257 1,654,123
2014-08-14 2014-06-30 13F-HR 303 1,705,455
2014-08-14 2014-06-30 13F-HR/A 1 R 303 1,705,455
2014-05-15 2014-03-31 13F-HR 289 1,611,169
2014-02-05 2013-12-31 13F-HR/A 1 R 263 1,529,618
2014-02-04 2013-12-31 13F-HR 250 1,352,732,291
2013-11-05 2013-09-30 13F-HR 250 1,352,732,291
2013-08-12 2013-06-30 13F-HR 252 1,247,494,088