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Pitcairn Co.
Pitcairn is a multi-family office and wealth management firm headquartered in suburban Philadelphia, Pennsylvania. Founded in 1923, it is recognized as an innovator in helping multigenerational wealthy families preserve and grow wealth. Pitcairn serves affluent families by providing a broad range of family office services and investment advisory, employing more than 100 professionals. The firm is known for its proprietary Wealth Momentum® approach, long-term relationship focus, and expertise in navigating the interplay between family and financial dynamics. They maintain offices in New York, Florida, and Washington, DC, with a global professional network.
Investment Strategy
Pitcairn builds fully customized, diversified portfolios tailored to clients’ unique needs and objectives, emphasizing objectivity, diversification, and a long-term investing philosophy. The firm blends active and passive strategies across public and private markets, including equities, fixed income, private credit, and alternatives such as private equity and real estate. Pitcairn avoids proprietary products and commissions, aligning strictly with clients’ interests. They incorporate rigorous due diligence, access to leading managers globally, and a proprietary tax overlay to seek tax efficiency and maximize after-tax returns. Portfolios are constructed as part of broader, integrated family wealth plans, sensitive to individual goals, risk tolerance, and liquidity needs. The firm continually adapts and innovates to address changing market conditions and family dynamics.
Latest 13F Filing Activity
Pitcairn Co. filed their most recent 13F report on Jun 30, 2025 disclosing 692 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Microsoft Corp. among other positions. Pitcairn Co. reduced exposure to Ishares TR, New York Life Investments Et, Direxion SHS Etf TR among others.
Top Holdings
Equity Positions (692)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWV | ISHARES TR | 8.33% | $127.1M | 362,143 | $116.34 | $351.00 | -$43.5M |
Q QAI | NEW YORK LIFE INVESTMENTS ET | 3.55% | $54.2M | 1,677,867 | $30.68 | $32.32 | -$19.9M |
N NVDA | NVIDIA CORPORATION | 3.31% | $50.5M | 319,752 | $15.85 | $157.99 | +$12.0M |
M MSFT | MICROSOFT CORP | 2.87% | $43.9M | 88,192 | $157.12 | $497.41 | +$6.7M |
S SPY | SPDR S&P 500 ETF TR | 2.59% | $39.6M | 64,057 | $504.51 | $617.85 | +$5.1M |
Industry Allocation
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