Q2 2026 13F · SEC CIK 108572

Wright Investors Service Inc

Institutional asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $365.8M
Reported positions: 148
Top holdings a year, 3 yrs: +19.3%
Assets under management: $1.2B

Wright Investors Service Inc is an institutional asset manager that reported 148 positions worth $365.8M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Nvidia Corporation (NVDA, 4.9%), Apple Inc (AAPL, 4.7%), Microsoft Corp (MSFT, 3.8%). A portfolio copying its top holdings returned 19.3% a year over the last 3 years, against 20.4% for the S&P 500.

Wright Investors Service Inc holdings largest 50 of 148 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wright Investors Service Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.9%	5.0%	89,905	-0.6%	$18.0M
AAPLApple Inc	4.7%	4.7%	59,061	-0.6%	$17.1M
MSFTMicrosoft Corp	3.8%	4.0%	37,028	+6.9%	$13.8M
GOOGLAlphabet Inc	3.6%	3.4%	36,381	-2.5%	$13.0M
AMZNAmazon Com Inc	3.4%	3.5%	52,495	-0.8%	$12.5M
AMATApplied Matls Inc	3.2%	1.7%	16,070	+2.5%	$11.6M
AVGOBroadcom Inc	3.1%	3.1%	29,538	-8.6%	$11.2M
METAMeta Platforms Inc	2.6%	2.7%	16,736	+11.5%	$9.4M
MUMicron Technology Inc	2.6%	—	8,152	—	$9.4M
CATCaterpillar Inc	2.3%	2.2%	7,895	-19.1%	$8.4M
JPMJpmorgan Chase & Co	2.2%	2.3%	24,858	-1.4%	$8.1M
GILDGilead Sciences Inc	1.9%	2.5%	55,467	-1.4%	$7.0M
SCHWCharles Schwab Corp (the)	1.9%	2.1%	74,625	+4.0%	$6.9M
LRCXLam Research Corp	1.6%	0.7%	13,574	+22.4%	$5.9M
GOOGAlphabet Inc	1.6%	1.5%	16,402	-1.5%	$5.8M
TSLATesla Inc	1.5%	1.4%	13,259	+7.7%	$5.6M
CSCOCisco Sys Inc	1.5%	1.1%	45,328	-2.4%	$5.3M
BACBank of Amer Corp	1.4%	1.4%	91,699	-1.1%	$5.2M
VVisa Inc	1.4%	1.3%	15,175	+10.5%	$5.2M
XOMExxon Mobil Corp	1.4%	2.0%	36,749	-1.1%	$5.0M
AXPAmerican Express Co	1.3%	1.3%	13,905	-0.9%	$4.7M
GSGoldman Sachs Group Inc	1.2%	1.1%	4,264	-0.6%	$4.3M
BMYBristol-Myers Squibb Co	1.1%	2.1%	72,470	-34.5%	$4.2M
AMDAdvanced Micro Devices Inc	1.1%	—	7,082	—	$4.1M
KOCoca Cola Co	1.1%	1.5%	50,097	-21.3%	$4.1M
PGRProgressive Corp	1.1%	1.1%	18,130	-1.3%	$4.0M
NRGNrg Energy Inc	1.0%	1.5%	26,121	-19.0%	$3.8M
DALDelta Air Lines Inc	1.0%	0.8%	39,833	-1.4%	$3.7M
EXPEExpedia Group Inc	1.0%	0.6%	14,369	+63.2%	$3.7M
MRKMerck & Co Inc	1.0%	1.1%	27,422	-1.8%	$3.5M
NEENextera Energy Inc	1.0%	1.2%	39,712	-1.5%	$3.5M
UNHUnitedhealth Group Inc	0.9%	—	8,039	—	$3.3M
ABBVAbbvie Inc	0.9%	0.9%	12,739	-2.1%	$3.2M
NTAPNetapp Inc	0.8%	0.6%	19,992	-0.4%	$3.1M
LLYEli Lilly & Co	0.8%	0.7%	2,517	-0.2%	$3.0M
CVXChevron Corporation	0.8%	1.3%	17,868	-8.9%	$3.0M
EBAYEbay Inc.	0.8%	0.7%	25,472	-1.2%	$2.8M
CCitigroup Inc	0.8%	—	20,244	—	$2.8M
WMTWalmart Inc	0.8%	1.0%	24,511	-1.3%	$2.8M
CIThe Cigna Group	0.8%	—	9,997	—	$2.8M
PANWPalo Alto Networks Inc	0.7%	—	7,973	—	$2.7M
APHAmphenol Corp	0.7%	0.6%	14,940	-1.0%	$2.6M
AMGNAmgen Inc	0.7%	0.9%	7,030	-15.8%	$2.5M
OMCOmnicom Group Inc	0.7%	—	33,512	—	$2.4M
ANETArista Networks Inc	0.7%	—	14,003	—	$2.4M
PHMPulte Group Inc	0.6%	0.6%	17,219	-1.6%	$2.4M
ORCLOracle Corp	0.6%	0.7%	16,118	+9.6%	$2.4M
SYFSynchrony Financial	0.6%	0.7%	30,466	-1.4%	$2.3M
BABoeing Co	0.6%	0.6%	10,026	-0.5%	$2.2M
STLDSteel Dynamics Inc	0.5%	—	8,497	—	$1.9M

What Wright Investors Service Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.7% /yr; S&P 500 +20.1%
3 years: +19.3% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$365.8M	148
Q1 2026	$317.7M	148
Q4 2025	$333.1M	147
Q3 2025	$345.4M	146
Q2 2025	$331.3M	141
Q1 2025	$302.5M	141
Q4 2024	$307.9M	133
Q3 2024	$382.1M	137
Q2 2024	$379.7M	139
Q1 2024	$394.5M	143
Q4 2023	$355.0M	143
Q3 2023	$344.8M	143

Questions about Wright Investors Service Inc's portfolio

What stocks does Wright Investors Service Inc own?

Wright Investors Service Inc's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 148 positions worth $365.8M. The largest are Nvidia Corporation (NVDA) at 4.9%, Apple Inc (AAPL) at 4.7%, Microsoft Corp (MSFT) at 3.8%, Alphabet Inc (GOOGL) at 3.6% and Amazon Com Inc (AMZN) at 3.4%.

What did Wright Investors Service Inc buy last quarter?

In Q2 2026, Wright Investors Service Inc added Expedia Group Inc (EXPE) (+63.2% shares), Lam Research Corp (LRCX) (+22.4% shares) and Meta Platforms Inc (META) (+11.5% shares), compared with its Q1 2026 filing.

What did Wright Investors Service Inc sell last quarter?

In Q2 2026, Wright Investors Service Inc cut from its top 50 Comcast Corp New (CMCSA), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Baker Hughes Company Cl A (BKR), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Costco Wholesale Corporation (COST), Bristol-Myers Squibb Co (BMY) (-34.5% shares), Coca Cola Co (KO) (-21.3% shares) and Caterpillar Inc (CAT) (-19.1% shares), compared with its Q1 2026 filing.

How has Wright Investors Service Inc's portfolio performed?

A portfolio copying Wright Investors Service Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.7% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Wright Investors Service Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wright Investors Service Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wright Investors Service Inc manage?

Wright Investors Service Inc reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $365.8M.