Jeremy Grantham's BBD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.77 M shares of Banco Bradesco S.A. (BBD) worth $12.73 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BBD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 3.77 M shares. Largest reduction occurred in Q2 2014, reducing 3.12 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Banco Bradesco (BBD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Banco Bradesco (BBD) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.81 M | Add 0.00% | 1.81 M | $5.10 |
| Q3 2013 | +3.51 M | Add 193.24% | 5.32 M | $5.44 |
| Q4 2013 | -903,803 | Reduce 16.99% | 4.42 M | $4.91 |
| Q1 2014 | +1.22 M | Add 27.66% | 5.64 M | $5.36 |
| Q2 2014 | -3.12 M | Reduce 55.34% | 2.52 M | $5.69 |
| Q3 2014 | -751,284 | Reduce 29.85% | 1.77 M | $5.59 |
| Q4 2014 | +407,632 | Add 23.09% | 2.17 M | $5.24 |
| Q1 2015 | +231,901 | Add 10.67% | 2.41 M | $4.37 |
| Q2 2015 | -2.14 M | Reduce 89.10% | 262,239 | $4.31 |
| Q3 2015 | -29,762 | Reduce 11.35% | 232,477 | $2.52 |
| Q4 2015 | +232,022 | Add 99.80% | 464,499 | $2.26 |
| Q1 2016 | -39,116 | Reduce 8.42% | 425,383 | $3.51 |
| Q2 2016 | -237,688 | Reduce 55.88% | 187,695 | $4.04 |
| Q3 2016 | -124,131 | Reduce 66.13% | 63,564 | $4.69 |
| Q4 2016 | +41,937 | Add 65.98% | 105,501 | $4.50 |
| Q1 2017 | +60,684 | Add 57.52% | 166,185 | $5.30 |
| Q2 2017 | -82,083 | Reduce 49.39% | 84,102 | $4.84 |
| Q3 2017 | +169,246 | Add 201.24% | 253,348 | $6.30 |
| Q4 2017 | -253,348 | Sold Out | 0 | $0.00 |
| Q1 2018 | +24,421 | New Buy | 24,421 | $6.76 |
| Q2 2018 | +151,159 | Add 618.97% | 175,580 | $4.29 |
| Q3 2018 | -131,050 | Reduce 74.64% | 44,530 | $4.42 |
| Q4 2018 | -44,530 | Sold Out | 0 | $0.00 |
| Q2 2024 | +210,721 | New Buy | 210,721 | $2.24 |
| Q3 2024 | -210,721 | Sold Out | 0 | $0.00 |
| Q3 2025 | +3.77 M | New Buy | 3.77 M | $3.38 |
Jeremy Grantham's Banco Bradesco Investment FAQs
Jeremy Grantham first purchased Banco Bradesco S.A. (BBD) in Q2 2013, acquiring 1,813,902 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 Banco Bradesco S.A. (BBD) for 26 quarters since Q2 2013.
Jeremy Grantham's largest addition to Banco Bradesco S.A. (BBD) was in Q3 2025, adding 3,765,600 shares worth $12.73 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,765,600 shares of Banco Bradesco S.A. (BBD), valued at approximately $12.73 M.
As of the Q3 2025 filing, Banco Bradesco S.A. (BBD) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Banco Bradesco S.A. (BBD) was 5,636,591 shares, as reported at the end of Q1 2014.