Jeremy Grantham's ADM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 68,107 shares of Archer-Daniels-Midland Company (ADM) worth $4.07 M, representing 0.01% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in ADM, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +37,592 | New Buy | 37,592 | $43.39 |
| Q1 2014 | -37,592 | Sold Out | 37,592 | $0.00 |
| Q1 2017 | +8,500 | New Buy | 8,500 | $46.00 |
| Q2 2017 | +200 | Add 2.35% | 8,700 | $41.38 |
| Q3 2017 | -8,700 | Sold Out | 8,700 | $0.00 |
| Q2 2018 | +116,870 | New Buy | 116,870 | $45.83 |
| Q3 2018 | +264,500 | Add 226.32% | 381,370 | $50.27 |
| Q4 2018 | +105,500 | Add 27.66% | 486,870 | $40.97 |
| Q1 2019 | -86,600 | Reduce 17.79% | 400,270 | $43.13 |
| Q2 2019 | -249,724 | Reduce 62.39% | 150,546 | $40.80 |
| Q3 2019 | -150,546 | Sold Out | 150,546 | $0.00 |
| Q3 2020 | +8,797 | New Buy | 8,797 | $46.49 |
| Q1 2021 | +46,200 | Add 525.18% | 54,997 | $57.00 |
| Q2 2021 | +158,846 | Add 288.83% | 213,843 | $60.60 |
| Q3 2021 | +10,091 | Add 4.72% | 223,934 | $60.01 |
| Q4 2021 | -98,109 | Reduce 43.81% | 125,825 | $67.59 |
| Q1 2022 | -69,500 | Reduce 55.24% | 56,325 | $90.26 |
| Q2 2022 | -48,150 | Reduce 85.49% | 8,175 | $77.55 |
| Q3 2022 | +6,000 | Add 73.39% | 14,175 | $80.42 |
| Q4 2022 | -14,175 | Sold Out | 14,175 | $0.00 |
| Q1 2023 | +56,600 | New Buy | 56,600 | $79.66 |
| Q2 2023 | +72,615 | Add 128.30% | 129,215 | $75.56 |
| Q3 2023 | +48,912 | Add 37.85% | 178,127 | $75.42 |
| Q4 2023 | +21,132 | Add 11.86% | 199,259 | $72.22 |
| Q1 2024 | +79,588 | Add 39.94% | 278,847 | $62.81 |
| Q2 2024 | +68,399 | Add 24.53% | 347,246 | $60.45 |
| Q3 2024 | -7,565 | Reduce 2.18% | 339,681 | $59.74 |
| Q4 2024 | -9,168 | Reduce 2.70% | 330,513 | $50.52 |
| Q1 2025 | +13,076 | Add 3.96% | 343,589 | $48.01 |
| Q2 2025 | -282,719 | Reduce 82.28% | 60,870 | $52.78 |
| Q3 2025 | +7,237 | Add 11.89% | 68,107 | $59.74 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Archer-Daniels-Midland Company (ADM) was in Q3 2018, adding 381,370 shares worth $19.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 68,107 shares of Archer-Daniels-Midland Company (ADM), valued at approximately $4.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Archer-Daniels-Midland Company (ADM) was 486,870 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.