Jeremy Grantham's DE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 22,025 shares of Deere & Company (DE) worth $10.25 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in DE, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 155,300 shares. Largest reduction occurred in Q4 2014, reducing 155,300 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Deere & Company (DE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Deere & Company (DE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +9,034 | Add 69.54% | 22,025 | $465.57 |
| Q3 2025 | +10,359 | Add 393.58% | 12,991 | $457.26 |
| Q2 2025 | -2,277 | Reduce 46.38% | 2,632 | $508.49 |
| Q1 2025 | -27,145 | Reduce 84.69% | 4,909 | $469.35 |
| Q4 2024 | -18,259 | Reduce 36.29% | 32,054 | $423.70 |
| Q3 2024 | -288 | Reduce 0.57% | 50,313 | $417.33 |
| Q2 2024 | +9,086 | Add 21.89% | 50,601 | $373.63 |
| Q1 2024 | +6,497 | Add 18.55% | 41,515 | $410.74 |
| Q4 2023 | -18,600 | Reduce 34.69% | 35,018 | $399.87 |
| Q3 2023 | -43,773 | Reduce 44.95% | 53,618 | $377.38 |
| Q2 2023 | -1,000 | Reduce 1.02% | 97,391 | $405.19 |
| Q1 2023 | -29,200 | Reduce 22.89% | 98,391 | $412.88 |
| Q4 2022 | -11,100 | Reduce 8.00% | 127,591 | $428.76 |
| Q3 2022 | +13,005 | Add 10.35% | 138,691 | $333.89 |
| Q2 2022 | +10,443 | Add 9.06% | 125,686 | $299.47 |
| Q1 2022 | +2,099 | Add 1.86% | 115,243 | $415.46 |
| Q4 2021 | -23,445 | Reduce 17.16% | 113,144 | $342.89 |
| Q3 2021 | +25,331 | Add 22.77% | 136,589 | $335.07 |
| Q2 2021 | +42,229 | Add 61.18% | 111,258 | $352.71 |
| Q1 2021 | +69,029 | New Buy | 69,029 | $374.15 |
| Q4 2019 | -2,100 | Sold Out | 0 | $0.00 |
| Q1 2019 | -14,500 | Reduce 87.35% | 2,100 | $160.00 |
| Q4 2018 | -31,868 | Reduce 65.75% | 16,600 | $149.16 |
| Q3 2018 | -33,400 | Reduce 40.80% | 48,468 | $150.33 |
| Q2 2018 | +11,768 | Add 16.79% | 81,868 | $139.80 |
| Q1 2018 | +1,900 | Add 2.79% | 70,100 | $155.32 |
| Q4 2017 | -57,600 | Reduce 45.79% | 68,200 | $156.51 |
| Q3 2017 | -23,300 | Reduce 15.63% | 125,800 | $125.59 |
| Q2 2017 | +147,700 | Add 10550.00% | 149,100 | $123.59 |
| Q1 2017 | +400 | Add 40.00% | 1,400 | $108.57 |
| Q3 2016 | +1,000 | New Buy | 1,000 | $85.00 |
| Q4 2014 | -155,300 | Sold Out | 0 | $0.00 |
| Q3 2014 | +155,300 | New Buy | 155,300 | $81.99 |
| Q2 2014 | -17,000 | Sold Out | 0 | $0.00 |
| Q1 2014 | -19,600 | Reduce 53.55% | 17,000 | $90.82 |
| Q4 2013 | +6,500 | Add 21.59% | 36,600 | $91.34 |
| Q3 2013 | +7,200 | Add 31.44% | 30,100 | $81.40 |
| Q2 2013 | +22,900 | Add 0.00% | 22,900 | $81.27 |
Jeremy Grantham's Deere & Company Investment FAQs
Jeremy Grantham first purchased Deere & Company (DE) in Q2 2013, acquiring 22,900 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 Deere & Company (DE) for 41 quarters since Q2 2013.
Jeremy Grantham's largest addition to Deere & Company (DE) was in Q3 2014, adding 155,300 shares worth $12.73 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 22,025 shares of Deere & Company (DE), valued at approximately $10.25 M.
As of the Q4 2025 filing, Deere & Company (DE) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Deere & Company (DE) was 155,300 shares, as reported at the end of Q3 2014.