Entity type
Individual
Filer Snapshot
Michael J. Puzo
CIK 0001053914. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
50
Latest filing
07 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$343.43M
67 holdings for Q1 2026
Open portfolioLargest parsed holding
GOOGL
$21.42M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR filed on 07 May 2026 for CIK 0001053914.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$343.43MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$343.43MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FGOOGL NVDA AAPL ADI JNJ+15 more
MSFT RTX TJX MA AMZN AMD PG ABT ROK SBGSY CVX AMAT DHR ATR ADPLargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
GOOGL NVDA AAPL ADI JNJ MSFT RTX TJX+12 more
MA AMZN AMD PG ABT ROK SBGSY CVX AMAT DHR ATR ADPHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- Hemenway & Barnes Llp, 60 State Street, Boston, MA, 02109
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Michael J. Puzo
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $343.43M across 67 reported holdings for Q1 2026.
- Largest parsed 13F holding: GOOGL at $21.42M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
26%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$88.92M
Compared with $343.43M total 13F value.
Top 5 net change
-$4.72M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: WCN ยท Largest trim: UNH
GOOGL
NVDA
AAPL
ADI
JNJ
Other holdings
Latest update
What changed recently for Michael J. Puzo
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
07 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.
SEC filing record
CIK 0001053914 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
50
First seen
28 May 2014
Latest filing
07 May 2026
Entity
Individual
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 50 SEC filings for Michael J. Puzo.
13F-HR
13F-HR filing
- Filing date
- 07 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 17 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 23 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 21 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing