13F Filings History of LOCUST WOOD CAPITAL ADVISERS, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$3,994,283,726
Signature - Title
Paul Morris - COO / CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by LOCUST WOOD CAPITAL ADVISERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LOCUST WOOD CAPITAL ADVISERS, LLC reported 32 stock holdings with total value $3,994,283,726 as of Q4 2025. Top holdings included LIN, MSFT, AMZN, TSM, and GOOGL.

Notify me when LOCUST WOOD CAPITAL ADVISERS, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $3,994,283,726 +$562,224,394 -$334,111,614 +$228,112,780 LIN, MSFT, AMZN, TSM, GOOGL 13F-HR 11 Feb 2026, 11:27
Q3 2025 50 $3,662,640,794 +$415,595,082 -$376,898,868 +$38,696,214 LIN, TSM, AMZN, MSFT, CMPO 13F-HR 30 Oct 2025, 12:05
Q2 2025 50 $3,388,617,476 +$438,133,827 -$133,602,722 +$304,531,105 TSM, LIN, AMZN, MSFT, VRT 13F-HR 13 Aug 2025, 14:23
Q1 2025 42 $2,863,468,721 +$470,397,063 -$159,584,585 +$310,812,478 LIN, MSFT, TSM, WM, AMZN 13F-HR 12 May 2025, 10:06
Q4 2024 37 $2,704,845,092 +$176,793,930 -$331,235,207 -$154,441,277 TSM, LIN, PCG, AMZN, GOOGL 13F-HR 13 Feb 2025, 11:24
Q3 2024 40 $2,858,230,800 +$202,704,437 -$200,235,561 +$2,468,876 LIN, TSM, VRT, AXTA, PCG 13F-HR 13 Nov 2024, 13:48
Q2 2024 37 $2,710,551,102 +$278,108,879 -$160,456,477 +$117,652,402 LIN, TSM, ELV, VRT, AXTA 13F-HR 12 Aug 2024, 09:40
Q1 2024 37 $2,536,394,976 +$120,878,096 -$265,057,664 -$144,179,568 VRT, LIN, ELV, TSM, SU 13F-HR 08 May 2024, 13:50
Q4 2023 37 $2,357,055,919 +$258,873,957 -$243,194,905 +$15,679,052 LIN, VRT, ELV, TSM, ABT 13F-HR 07 Feb 2024, 10:53
Q3 2023 36 $2,094,363,346 +$349,872,107 -$174,983,351 +$174,888,756 LIN, VRT, UNH, APO, CP 13F-HR 08 Nov 2023, 08:54
Q2 2023 36 $1,925,815,366 +$265,704,456 -$115,075,167 +$150,629,289 LIN, VRT, ELV, CP, TSM 13F-HR 08 Aug 2023, 13:43
Q1 2023 35 $1,599,377,137 +$401,983,400 -$293,784,682 +$108,198,718 LIN, ELV, CP, TSM, SPGI 13F-HR 05 May 2023, 09:17
Q4 2022 37 $1,428,474,025 +$105,976,037 -$123,073,135 -$17,097,098 LIN, SPGI, ELV, TSM, HON 13F-HR 30 Jan 2023, 15:00
Q3 2022 31 $1,299,912,000 +$119,298,502 -$86,796,467 +$32,502,035 LIN, ELV, SPGI, AMT, CP 13F-HR 01 Nov 2022, 15:11
Q2 2022 35 $1,401,921,000 +$186,500,234 -$86,365,556 +$100,134,678 LIN, AMT, SPGI, GOOGL, ELV 13F-HR 20 Jul 2022, 14:12
Q1 2022 31 $1,576,457,000 +$194,368,069 -$306,308,210 -$111,940,141 LIN, ELV, GOOGL, AMZN, CP 13F-HR 16 May 2022, 10:17
Q4 2021 34 $1,776,119,000 +$284,477,743 -$188,456,838 +$96,020,905 LIN, BSX, GOOGL, ELV, AMT 13F-HR 24 Jan 2022, 10:59
Q3 2021 34 $1,577,836,000 +$112,292,911 -$96,622,833 +$15,670,078 LIN, WM, AMT, GOOGL, BSX 13F-HR 20 Oct 2021, 12:32
Q2 2021 34 $1,578,996,000 +$173,231,203 -$139,782,078 +$33,449,125 LIN, AMT, WM, BSX, AMZN 13F-HR 26 Jul 2021, 11:31
Q1 2021 33 $1,401,536,000 +$269,665,555 -$268,946,119 +$719,436 LIN, WM, AMT, BSX, AMZN 13F-HR 22 Apr 2021, 08:14
Q4 2020 40 $1,319,942,000 +$220,758,866 -$238,491,277 -$17,732,411 LIN, GS, AMZN, BSX, JPM 13F-HR 25 Jan 2021, 10:47
Q3 2020 41 $1,204,985,000 +$240,837,042 -$244,003,157 -$3,166,115 LIN, TMUS, AMZN, GS, AAPL 13F-HR 21 Oct 2020, 12:29
Q2 2020 43 $1,153,432,000 +$265,781,157 -$221,580,961 +$44,200,196 LIN, AMZN, AAPL, MSFT, CRM 13F-HR 21 Jul 2020, 13:15
Q1 2020 36 $927,304,000 +$287,481,466 -$250,566,912 +$36,914,554 LIN, AMZN, MSFT, BAX, BRKB 13F-HR 05 May 2020, 13:10
Q4 2019 34 $1,056,441,000 +$190,613,202 -$208,368,938 -$17,755,736 LIN, JPM, GS, ELV, CRM 13F-HR 28 Jan 2020, 11:01
Q3 2019 31 $979,600,000 +$131,622,243 -$179,961,849 -$48,339,606 LIN, CMCSA, BA, MSFT, AAPL 13F-HR 22 Oct 2019, 09:58
Q2 2019 35 $1,025,140,000 +$148,773,216 -$219,313,515 -$70,540,299 LIN, GS, MSFT, CMCSA, JPM 13F-HR 24 Jul 2019, 16:36
Q1 2019 34 $1,039,543,000 +$203,552,461 -$304,055,235 -$100,502,774 LIN, CMCSA, MSFT, ABT, ELV 13F-HR 16 Apr 2019, 14:14
Q4 2018 41 $1,023,917,000 +$297,922,114 -$303,162,555 -$5,240,441 LIN, MSFT, CMCSA, BRKB, ABT 13F-HR 01 Feb 2019, 12:28
Q3 2018 37 $1,155,831,000 +$196,564,152 -$126,087,146 +$70,477,006 PX, MSFT, CMCSA, JPM, GLIBA 13F-HR 05 Nov 2018, 13:58
Q2 2018 34 $1,018,288,000 +$215,165,005 -$165,360,538 +$49,804,467 PX, MSFT, JPM, ABT, GS 13F-HR 09 Aug 2018, 13:43
Q1 2018 31 $978,938,000 +$240,442,432 -$335,110,565 -$94,668,133 PX, GLIBA, ABT, CMCSA, MSFT 13F-HR 18 Apr 2018, 09:37
Q4 2017 36 $1,082,247,000 +$213,349,754 -$232,386,611 -$19,036,857 PX, HHC, CMCSA, AAPL, JPM 13F-HR 30 Jan 2018, 07:59
Q3 2017 38 $1,055,082,000 +$277,008,431 -$210,881,972 +$66,126,459 LVNTA, AABA, PX, SU, FWONK 13F-HR 18 Oct 2017, 16:59
Q2 2017 41 $888,963,000 +$246,652,438 -$197,634,261 +$49,018,177 LVNTA, PX, AABA, JPM, LEXEA 13F-HR 26 Jul 2017, 11:26
Q1 2017 41 $842,361,000 +$161,361,803 -$247,508,155 -$86,146,352 SU, LVNTA, ABT, LBRDK, LEXEA 13F-HR 04 May 2017, 12:13
Q4 2016 39 $886,896,000 +$245,850,692 -$264,827,896 -$18,977,204 SU, GOOGL, JPM, LBRDK, PX 13F-HR 03 Feb 2017, 10:48
Q3 2016 42 $866,788,000 +$236,079,148 -$305,518,379 -$69,439,231 SU, LVNTA, JPM, LBRDK, PX 13F-HR 07 Nov 2016, 11:46
Q2 2016 47 $894,387,000 +$266,450,085 -$314,517,477 -$48,067,392 SU, LBRDK, PX, LVNTA, JPM 13F-HR 22 Jul 2016, 10:04
Q1 2016 40 $941,415,000 +$280,597,584 -$137,361,129 +$143,236,455 LVNTA, SU, LBRDK, QRTEA, JPM 13F-HR 27 Apr 2016, 15:34
Q4 2015 38 $808,465,000 +$139,022,204 -$119,784,366 +$19,237,838 LVNTA, MCD, AGN, QRTEA, JPM 13F-HR 02 Feb 2016, 15:31
Q3 2015 36 $740,222,000 +$264,531,242 -$201,506,483 +$63,024,759 LVNTA, MCD, AGN, LBRDK, DVA 13F-HR 04 Nov 2015, 08:18
Q2 2015 42 $723,561,000 +$83,273,274 -$144,625,837 -$61,352,563 LVNTA, VRX, LBRDK, JPM, HHC 13F-HR 28 Jul 2015, 10:46
Q1 2015 45 $792,072,000 +$221,394,512 -$221,276,331 +$118,181 VRX, LVNTA, LBTYK, HHC, JPM 13F-HR 21 Apr 2015, 09:19
Q4 2014 48 $754,902,000 +$251,857,355 -$235,624,931 +$16,232,424 LVNTA, MSFT, QRTEA, ALLY, VRX 13F-HR 02 Feb 2015, 15:10
Q3 2014 44 $697,348,000 +$248,383,559 -$205,799,808 +$42,583,751 QRTEA, HHC, WYND, MSFT, NRF 13F-HR 24 Oct 2014, 15:44
Q2 2014 43 $702,339,000 +$202,696,117 -$136,020,038 +$66,676,079 NRF, LMCA, QRTEA, CHTR, WYND 13F-HR 28 Jul 2014, 10:40
Q1 2014 43 $614,936,000 +$182,875,318 -$144,351,840 +$38,523,478 NRF, HES, QRTEA, WYND, JPM Restatement 17 Jul 2014, 16:25
Q4 2013 47 $565,998,000 $0 $0 $0 QRTEA, HHC, CMCSA, AAPL, HES 13F-HR 14 Feb 2014, 15:33