Jeremy Grantham's BKU Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5,734 shares of BankUnited, Inc. (BKU) worth $255,564, representing 0.00% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BKU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 36,900 shares. Largest reduction occurred in Q2 2021, reducing 41,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's BankUnited (BKU) Holding Value Over Time
Track share changes against reported price movement
Quarterly BankUnited (BKU) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +10,800 | New Buy | 10,800 | $18.70 |
| Q2 2020 | -10,800 | Sold Out | 0 | $0.00 |
| Q4 2020 | +36,900 | New Buy | 36,900 | $34.77 |
| Q1 2021 | +4,100 | Add 11.11% | 41,000 | $43.95 |
| Q2 2021 | -41,000 | Sold Out | 0 | $0.00 |
| Q2 2024 | +9,023 | New Buy | 9,023 | $29.27 |
| Q3 2024 | +830 | Add 9.20% | 9,853 | $36.44 |
| Q4 2024 | +2,368 | Add 24.03% | 12,221 | $38.17 |
| Q3 2025 | -2,176 | Reduce 17.81% | 10,045 | $38.16 |
| Q4 2025 | -4,311 | Reduce 42.92% | 5,734 | $44.57 |
Jeremy Grantham's BankUnited Investment FAQs
Jeremy Grantham first purchased BankUnited, Inc. (BKU) in Q1 2020, acquiring 10,800 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 BankUnited, Inc. (BKU) for 12 quarters since Q1 2020.
Jeremy Grantham's largest addition to BankUnited, Inc. (BKU) was in Q4 2020, adding 36,900 shares worth $1.28 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,734 shares of BankUnited, Inc. (BKU), valued at approximately $255,564.
As of the Q4 2025 filing, BankUnited, Inc. (BKU) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in BankUnited, Inc. (BKU) was 41,000 shares, as reported at the end of Q1 2021.