Managers / Q1 2024 · view latest →
GREENLEAF TRUST
CIK 0001162170 · 211 SOUTH ROSE STREET, KALAMAZOO, MI, 49007 · 2693889800
Reported Value
$10.8B
Q1 2024
Positions
776
Filings on Record
30
2019–present window
Filed
Apr 29, 2024
original filing
Summary
Greenleaf Trust reported $10.8B in U.S.-listed holdings across 776 positions for Q1 2024.
The portfolio is heavily concentrated: SYK alone accounts for 61.8% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $10.2B | 1,325 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $10.9B | 1,365 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $11.0B | 1,325 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $11.3B | 1,297 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $11.0B | 1,281 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $11.0B | 806 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $11.2B | 832 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $10.5B | 792 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $10.8B | 776 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $9.3B | 750 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $8.7B | 743 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $9.4B | 766 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $8.8B | 771 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $7.9B | 744 | Jan 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $6.8B | 707 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $6.6B | 713 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $8.4B | 755 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $8.5B | 759 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $8.2B | 721 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $8.1B | 721 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $7.6B | 708 | Apr 30, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $7.5B | 624 | Feb 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $6.5B | 565 | Oct 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $5.7B | 549 | Aug 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $5.0B | 492 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $6.4B | 547 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $6.4B | 555 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $6.3B | 541 | Jul 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $6.1B | 525 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $5.1B | 490 | Feb 7, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.