CL Colgate-Palmolive Company
Colgate-Palmolive Company (CL) Institutional Ownership
What the institutions did with CL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.2M | 75.8% |
| ROCKLAND TRUST CO | 178.2K | 11.6% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 59.0K | 3.9% |
| Partnership Wealth Management, LLC | 17.3K | 1.1% |
| CX Institutional | 14.2K | 0.9% |
| Versant Capital Management, Inc | 13.9K | 0.9% |
| Coastline Trust Co | 13.1K | 0.9% |
| Kennon-Green & Company, LLC | 11.9K | 0.8% |
| NEVILLE RODIE & SHAW INC | 10.5K | 0.7% |
| Montecito Bank & Trust | 9.9K | 0.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 7.7K | 0.5% |
| EASTERN BANK | 7.2K | 0.5% |
| Ridgewood Investments LLC | 5.5K | 0.4% |
| Violich Capital Management, Inc. | 4.7K | 0.3% |
| Heartwood Wealth Advisors LLC | 4.6K | 0.3% |
| MassMutual Private Wealth & Trust, FSB | 4.1K | 0.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3.0K | 0.2% |
| Rosenberg Matthew Hamilton | 2.5K | 0.2% |
| ACIMA PRIVATE WEALTH, LLC | 2.0K | 0.1% |
| TOMPKINS FINANCIAL CORP | 800 | 0.1% |
| Roxbury Financial LLC | 507 | 0.0% |
| Hickory Point Bank & Trust | 292 | 0.0% |
| GoalVest Advisory LLC | 198 | 0.0% |
| Planning Strategies Inc. | 37 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 15 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 1.2M | 1.2M | -48.2K |
| Central Pacific Bank - Trust Division | Sold Out | 3.7K | 0 | -3.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Sold Out | 2.2K | 0 | -2.2K |
| CX Institutional | Increased | 12.6K | 14.2K | +1.5K |
| ROCKLAND TRUST CO | Increased | 177.1K | 178.2K | +1.1K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 4.9K | 4.1K | -805 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 3.7K | 3.0K | -764 |
| Versant Capital Management, Inc | Increased | 13.4K | 13.9K | +485 |
| Montecito Bank & Trust | Increased | 9.6K | 9.9K | +320 |
| Coastline Trust Co | Reduced | 13.3K | 13.1K | -200 |
| Violich Capital Management, Inc. | Reduced | 4.9K | 4.7K | -200 |
| GoalVest Advisory LLC | New | 0 | 198 | +198 |
| Kennon-Green & Company, LLC | Reduced | 12.0K | 11.9K | -90 |
| Rosenberg Matthew Hamilton | Reduced | 2.5K | 2.5K | -20 |
| Planning Strategies Inc. | Increased | 29 | 37 | +8 |
| Roxbury Financial LLC | Increased | 505 | 507 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.