WRIGHT INVESTORS SERVICE INC

SHELTON, CT · CIK 108572 · 13F filing filed 2023-04-26

SEC-registered investment adviser since 1996 · corporation

Assets managed$1.2bn
Staff22 · 9 in investment roles
Main clients (by assets)Banks 63%, Pension plans 18%, State and local governments 8%
Websitewrightinvestors.com
Form ADV · 2026-03-16SEC adviser record

Kindinstitutions, wealth
Others nearbyShelton, CT
FamilyWRIGHT INVESTORS SERVICE INC · 2 related pages

$351.8m reported value +3.9% vs Q4 2022

148positions

27.3%in top 10

0 new 57 added 67 reduced 0 sold out vs Q4 2022

This manager withheld holdings under SEC confidential treatment in both Q1 2023 and Q4 2022, so new and sold-out positions can't be determined.

This report includes the holdings of 1 other manager that shares the investment decisions:

Atalanta Sosnoff Capital, LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	67,076	$19.3m5.50%	5.50%	Reduced -1.2k	-1,184 -1.7%
2	APPLE INC COM AAPL	AAPL	103,482	$17.1m4.85%	4.85%	Reduced -6.4k	-6,416 -5.8%
3	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	147,551	$10.2m2.91%	2.91%	Reduced -4.3k	-4,257 -2.8%
4	UNITEDHEALTH GROUP INC COM UNH	UNH	18,516	$8.8m2.49%	2.49%	Added +3.5k	+3,457 23.0%
5	JPMORGAN CHASE & CO COM JPM	JPM	58,677	$7.6m2.17%	2.17%	Added +3.8k	+3,814 7.0%
6	COMCAST CORP NEW CL A CMCSA	CMCSA	198,009	$7.5m2.13%	2.13%	Added +15.4k	+15,362 8.4%
7	ABBVIE INC COM ABBV	ABBV	41,838	$6.7m1.90%	1.90%	Reduced -54	-54 -0.1%
8	PHILIP MORRIS INTL INC COM PM	PM	68,379	$6.6m1.89%	1.89%	Reduced -947	-947 -1.4%
9	CISCO SYS INC COM CSCO	CSCO	118,731	$6.2m1.76%	1.76%	Reduced -3.6k	-3,581 -2.9%
10	HOME DEPOT INC COM HD	HD	20,363	$6.0m1.71%	1.71%	Reduced -6.7k	-6,715 -24.8%
11	UNITED PARCEL SERVICE INC CL B UPS	UPS	30,372	$5.9m1.67%	1.67%	Reduced -725	-725 -2.3%
12	EXXON MOBIL CORP COM XOM	XOM	53,267	$5.8m1.66%	1.66%	Added +1.0k	+1,045 2.0%
13	META PLATFORMS INC CL A META	META	25,768	$5.5m1.55%	1.55%	Added +3.3k	+3,281 14.6%
14	AT&T INC COM T	T	279,406	$5.4m1.53%	1.53%	Added +3.7k	+3,684 1.3%
15	CBRE GROUP INC CL A CBRE	CBRE	73,250	$5.3m1.52%	1.52%	Reduced -1.1k	-1,052 -1.4%
16	AMAZON COM INC COM AMZN	AMZN	51,510	$5.3m1.51%	1.51%	Reduced -1.6k	-1,558 -2.9%
17	VALERO ENERGY CORP COM VLO	VLO	34,937	$4.9m1.39%	1.39%	Reduced -1.5k	-1,472 -4.0%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	44,306	$4.6m1.31%	1.31%	Reduced -22.9k	-22,867 -34.0%
19	NEXTERA ENERGY INC COM NEE	NEE	56,485	$4.4m1.24%	1.24%	Reduced -525	-525 -0.9%
20	MERCK & CO INC COM MRK	MRK	40,536	$4.3m1.23%	1.23%	Added +1.6k	+1,552 4.0%
21	AMERICAN EXPRESS CO COM AXP	AXP	25,650	$4.2m1.20%	1.20%	Added +6.2k	+6,165 31.6%
22	CITIGROUP INC COM NEW C	C	88,174	$4.1m1.18%	1.18%	Added +546	+546 0.6%
23	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	30,434	$4.0m1.13%	1.13%	Reduced -501	-501 -1.6%
24	BP PLC SPONSORED ADR BP	BP	102,658	$3.9m1.11%	1.11%	Reduced -1.5k	-1,457 -1.4%
25	ELEVANCE HEALTH INC COM ELV	ELV	8,412	$3.9m1.10%	1.10%	Added +235	+235 2.9%
26	COSTCO WHSL CORP NEW COM COST	COST	7,588	$3.8m1.07%	1.07%	Reduced -402	-402 -5.0%
27	CHEVRON CORP NEW COM CVX	CVX	23,071	$3.8m1.07%	1.07%	Reduced -373	-373 -1.6%
28	EATON CORP PLC SHS ETN	ETN	20,669	$3.5m1.01%	1.01%	Reduced -292	-292 -1.4%
29	CVS HEALTH CORP COM CVS	CVS	46,514	$3.5m0.98%	0.98%	Added +1.1k	+1,122 2.5%
30	MORGAN STANLEY COM NEW MS	MS	38,467	$3.4m0.96%	0.96%	Reduced -8.7k	-8,688 -18.4%
31	ORACLE CORP COM ORCL	ORCL	35,255	$3.3m0.93%	0.93%	Added +1.5k	+1,543 4.6%
32	BLACKROCK INC COM BLK	BLK	4,818	$3.2m0.92%	0.92%	Reduced -46	-46 -0.9%
33	LOCKHEED MARTIN CORP COM LMT	LMT	6,679	$3.2m0.90%	0.90%	Reduced -346	-346 -4.9%
34	APPLIED MATLS INC COM AMAT	AMAT	25,332	$3.1m0.88%	0.88%	Reduced -1.7k	-1,741 -6.4%
35	ONEOK INC NEW COM OKE	OKE	48,378	$3.1m0.87%	0.87%	Reduced -746	-746 -1.5%
36	BROADCOM INC COM AVGO	AVGO	4,718	$3.0m0.86%	0.86%	Reduced -3.1k	-3,057 -39.3%
37	FORTINET INC COM FTNT	FTNT	45,178	$3.0m0.85%	0.85%	Reduced -1.4k	-1,405 -3.0%
38	FEDEX CORP COM FDX	FDX	12,990	$3.0m0.84%	0.84%	Added +274	+274 2.1%
39	EMERSON ELEC CO COM EMR	EMR	33,997	$3.0m0.84%	0.84%	Added +7.0k	+6,958 25.7%
40	DUKE ENERGY CORP NEW COM NEW DUK	DUK	30,078	$2.9m0.82%	0.82%	Reduced -490	-490 -1.6%
41	PNC FINL SVCS GROUP INC COM PNC	PNC	22,559	$2.9m0.81%	0.81%	Reduced -139	-139 -0.6%
42	COCA COLA CO COM KO	KO	45,475	$2.8m0.80%	0.80%	Reduced -676	-676 -1.5%
43	ADOBE INC COM ADBE	ADBE	7,276	$2.8m0.80%	0.80%	Reduced -637	-637 -8.1%
44	PROGRESSIVE CORP COM PGR	PGR	19,400	$2.8m0.79%	0.79%	Added +436	+436 2.3%
45	METLIFE INC COM MET	MET	46,294	$2.7m0.76%	0.76%	Added +5.1k	+5,066 12.3%
46	TORONTO DOMINION BK ONT COM NEW TD	TD	44,264	$2.7m0.75%	0.75%	Reduced -412	-412 -0.9%
47	BANK AMERICA CORP COM BAC	BAC	91,958	$2.6m0.75%	0.75%	Reduced -24.9k	-24,879 -21.3%
48	TARGET CORP COM TGT	TGT	15,702	$2.6m0.74%	0.74%	Reduced -10.6k	-10,631 -40.4%
49	PULTE GROUP INC COM PHM	PHM	43,802	$2.6m0.73%	0.73%	Added +14.2k	+14,186 47.9%
50	PAYPAL HLDGS INC COM PYPL	PYPL	32,835	$2.5m0.71%	0.71%	Added +4.6k	+4,607 16.3%
51	VERIZON COMMUNICATIONS INC COM VZ	VZ	63,998	$2.5m0.71%	0.71%	Added +245	+245 0.4%
52	ALPHABET INC CAP STK CL A GOOGL	GOOGL	23,136	$2.4m0.68%	0.68%	Reduced -16.3k	-16,345 -41.4%
53	KIMBERLY-CLARK CORP COM KMB	KMB	17,153	$2.3m0.65%	0.65%	Reduced -199	-199 -1.1%
54	ON SEMICONDUCTOR CORP COM ON	ON	26,963	$2.2m0.63%	0.63%	Reduced -5.6k	-5,554 -17.1%
55	SIMON PPTY GROUP INC NEW COM SPG	SPG	19,470	$2.2m0.62%	0.62%	Reduced -2.2k	-2,239 -10.3%
56	DARLING INGREDIENTS INC COM DAR	DAR	37,228	$2.2m0.62%	0.62%	Reduced -9.8k	-9,754 -20.8%
57	FRANKLIN RESOURCES INC COM BEN	BEN	78,950	$2.1m0.60%	0.60%	Added +197	+197 0.2%
58	PPL CORP COM PPL	PPL	74,835	$2.1m0.59%	0.59%	Reduced -1.2k	-1,199 -1.6%
59	WALGREENS BOOTS ALLIANCE INC COM WBA	WBA	59,302	$2.1m0.58%	0.58%	Added +636	+636 1.1%
60	PFIZER INC COM PFE	PFE	49,356	$2.0m0.57%	0.57%	Added +1.5k	+1,482 3.1%
61	BOEING CO COM BA	BA	9,288	$2.0m0.56%	0.56%	Added +4.2k	+4,187 82.1%
62	INTERNATIONAL PAPER CO COM IP	IP	54,665	$2.0m0.56%	0.56%	Added +499	+499 0.9%
63	TRAVEL PLUS LEISURE CO COM TNL	TNL	49,720	$1.9m0.55%	0.55%	Added +525	+525 1.1%
64	QUALCOMM INC COM QCOM	QCOM	15,269	$1.9m0.55%	0.55%	Added +479	+479 3.2%
65	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	6,751	$1.9m0.55%	0.55%	Reduced -1.2k	-1,165 -14.7%
66	MCKESSON CORP COM MCK	MCK	5,406	$1.9m0.55%	0.55%	Reduced -2.3k	-2,304 -29.9%
67	GILEAD SCIENCES INC COM GILD	GILD	23,080	$1.9m0.54%	0.54%	Added +1.0k	+1,013 4.6%
68	CONOCOPHILLIPS COM COP	COP	18,880	$1.9m0.53%	0.53%	Reduced -2.7k	-2,672 -12.4%
69	AMERIPRISE FINL INC COM AMP	AMP	6,087	$1.9m0.53%	0.53%	Reduced -2.0k	-2,006 -24.8%
70	ALTRIA GROUP INC COM MO	MO	40,494	$1.8m0.51%	0.51%	Reduced -12.4k	-12,444 -23.5%
71	SOUTHERN CO COM SO	SO	25,638	$1.8m0.51%	0.51%	Not comparable
72	NVIDIA CORPORATION COM NVDA	NVDA	6,131	$1.7m0.48%	0.48%	Reduced -392	-392 -6.0%
73	SCHWAB CHARLES CORP COM SCHW	SCHW	32,422	$1.7m0.48%	0.48%	Added +4.2k	+4,163 14.7%
74	RIO TINTO PLC SPONSORED ADR RIO	RIO	24,434	$1.7m0.48%	0.48%	Added +442	+442 1.8%
75	DELTA AIR LINES INC DEL COM NEW DAL	DAL	46,447	$1.6m0.46%	0.46%	Reduced -1.2k	-1,225 -2.6%
76	GENUINE PARTS CO COM GPC	GPC	9,635	$1.6m0.46%	0.46%	Reduced -156	-156 -1.6%
77	CELANESE CORP DEL COM CE	CE	14,241	$1.6m0.44%	0.44%	Added +483	+483 3.5%
78	US BANCORP DEL COM NEW USB	USB	42,447	$1.5m0.43%	0.43%	Reduced -346	-346 -0.8%
79	CACI INTL INC CL A CACI	CACI	5,042	$1.5m0.42%	0.42%	Added +195	+195 4.0%
80	RTX CORPORATION COM RTX	RTX	15,153	$1.5m0.42%	0.42%	Added +7	+7 0.1%
81	PAYCHEX INC COM PAYX	PAYX	12,654	$1.5m0.41%	0.41%	Reduced -181	-181 -1.4%
82	BOYD GAMING CORP COM BYD	BYD	22,271	$1.4m0.41%	0.41%	Reduced -12.2k	-12,226 -35.4%
83	LENNAR CORP CL A LEN	LEN	13,455	$1.4m0.40%	0.40%	Not comparable
84	MOSAIC CO NEW COM MOS	MOS	30,506	$1.4m0.40%	0.40%	Reduced -6.8k	-6,779 -18.2%
85	NRG ENERGY INC COM NEW NRG	NRG	40,677	$1.4m0.40%	0.40%	Reduced -20.1k	-20,110 -33.1%
86	JOHNSON & JOHNSON COM JNJ	JNJ	8,603	$1.3m0.38%	0.38%	Added +42	+42 0.5%
87	STEEL DYNAMICS INC COM STLD	STLD	10,839	$1.2m0.35%	0.35%	Reduced -2.7k	-2,654 -19.7%
88	AIRBNB INC COM CL A ABNB	ABNB	9,636	$1.2m0.34%	0.34%	Added +7.1k	+7,088 278.2%
89	WILLIAMS COS INC COM WMB	WMB	39,294	$1.2m0.33%	0.33%	Added +14	+14 0.0%
90	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	57,450	$1.1m0.31%	0.31%	Added +18.8k	+18,818 48.7%
91	CATERPILLAR INC COM CAT	CAT	4,778	$1.1m0.31%	0.31%	Added +255	+255 5.6%
92	TESLA INC COM TSLA	TSLA	4,918	$1.0m0.29%	0.29%	Reduced -843	-843 -14.6%
93	ANALOG DEVICES INC COM ADI	ADI	5,092	$1.0m0.29%	0.29%	Not comparable
94	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	11,880	$980.8k0.28%	0.28%	Reduced -197	-197 -1.6%
95	INVESCO LTD SHS IVZ	IVZ	58,876	$965.6k0.27%	0.27%	Added +525	+525 0.9%
96	THE CIGNA GROUP COM CI	CI	3,749	$958.0k0.27%	0.27%	Added +14	+14 0.4%
97	SALESFORCE INC COM CRM	CRM	4,674	$933.8k0.27%	0.27%	Not comparable
98	NATIONAL FUEL GAS CO COM NFG	NFG	15,972	$922.2k0.26%	0.26%	Not comparable
99	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,319	$913.4k0.26%	0.26%	Reduced -1.6k	-1,608 -14.7%
100	LAUDER ESTEE COS INC CL A EL	EL	3,635	$895.9k0.25%	0.25%	Not comparable