Jeremy Grantham's ADM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 68,092 shares of Archer-Daniels-Midland Company (ADM) worth $3.91 M, representing 0.01% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ADM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 264,500 shares. Largest reduction occurred in Q2 2025, reducing 282,719 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Archer-Daniels-Midland Company (ADM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Archer-Daniels-Midland Company (ADM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -15 | Reduce 0.02% | 68,092 | $57.49 |
| Q3 2025 | +7,237 | Add 11.89% | 68,107 | $59.74 |
| Q2 2025 | -282,719 | Reduce 82.28% | 60,870 | $52.78 |
| Q1 2025 | +13,076 | Add 3.96% | 343,589 | $48.01 |
| Q4 2024 | -9,168 | Reduce 2.70% | 330,513 | $50.52 |
| Q3 2024 | -7,565 | Reduce 2.18% | 339,681 | $59.74 |
| Q2 2024 | +68,399 | Add 24.53% | 347,246 | $60.45 |
| Q1 2024 | +79,588 | Add 39.94% | 278,847 | $62.81 |
| Q4 2023 | +21,132 | Add 11.86% | 199,259 | $72.22 |
| Q3 2023 | +48,912 | Add 37.85% | 178,127 | $75.42 |
| Q2 2023 | +72,615 | Add 128.30% | 129,215 | $75.56 |
| Q1 2023 | +56,600 | New Buy | 56,600 | $79.66 |
| Q4 2022 | -14,175 | Sold Out | 0 | $0.00 |
| Q3 2022 | +6,000 | Add 73.39% | 14,175 | $80.42 |
| Q2 2022 | -48,150 | Reduce 85.49% | 8,175 | $77.55 |
| Q1 2022 | -69,500 | Reduce 55.24% | 56,325 | $90.26 |
| Q4 2021 | -98,109 | Reduce 43.81% | 125,825 | $67.59 |
| Q3 2021 | +10,091 | Add 4.72% | 223,934 | $60.01 |
| Q2 2021 | +158,846 | Add 288.83% | 213,843 | $60.60 |
| Q1 2021 | +46,200 | Add 525.18% | 54,997 | $57.00 |
| Q3 2020 | +8,797 | New Buy | 8,797 | $46.49 |
| Q3 2019 | -150,546 | Sold Out | 0 | $0.00 |
| Q2 2019 | -249,724 | Reduce 62.39% | 150,546 | $40.80 |
| Q1 2019 | -86,600 | Reduce 17.79% | 400,270 | $43.13 |
| Q4 2018 | +105,500 | Add 27.66% | 486,870 | $40.97 |
| Q3 2018 | +264,500 | Add 226.32% | 381,370 | $50.27 |
| Q2 2018 | +116,870 | New Buy | 116,870 | $45.83 |
| Q3 2017 | -8,700 | Sold Out | 0 | $0.00 |
| Q2 2017 | +200 | Add 2.35% | 8,700 | $41.38 |
| Q1 2017 | +8,500 | New Buy | 8,500 | $46.00 |
| Q1 2014 | -37,592 | Sold Out | 0 | $0.00 |
| Q4 2013 | +37,592 | New Buy | 37,592 | $43.39 |
Jeremy Grantham's Archer-Daniels-Midland Company Investment FAQs
Jeremy Grantham first purchased Archer-Daniels-Midland Company (ADM) in Q4 2013, acquiring 37,592 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Archer-Daniels-Midland Company (ADM) for 33 quarters since Q4 2013.
Jeremy Grantham's largest addition to Archer-Daniels-Midland Company (ADM) was in Q3 2018, adding 381,370 shares worth $19.17 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 68,092 shares of Archer-Daniels-Midland Company (ADM), valued at approximately $3.91 M.
As of the Q4 2025 filing, Archer-Daniels-Midland Company (ADM) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Archer-Daniels-Midland Company (ADM) was 486,870 shares, as reported at the end of Q4 2018.