Jeremy Grantham's F Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.37 M shares of Ford Motor Company (F) worth $44.26 M, representing 0.11% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in F, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 2.14 M shares. Largest reduction occurred in Q2 2025, reducing 1.54 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Ford Motor Company (F) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ford Motor Company (F) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +700,388 | Add 26.21% | 3.37 M | $13.12 |
| Q3 2025 | -80,259 | Reduce 2.92% | 2.67 M | $11.96 |
| Q2 2025 | -1.54 M | Reduce 35.81% | 2.75 M | $10.85 |
| Q1 2025 | -108,088 | Reduce 2.46% | 4.29 M | $10.03 |
| Q4 2024 | -248,851 | Reduce 5.36% | 4.4 M | $9.90 |
| Q3 2024 | +637,989 | Add 15.92% | 4.65 M | $10.56 |
| Q2 2024 | -128,080 | Reduce 3.10% | 4.01 M | $12.54 |
| Q1 2024 | -423,388 | Reduce 9.29% | 4.14 M | $13.28 |
| Q4 2023 | +459,467 | Add 11.21% | 4.56 M | $12.19 |
| Q3 2023 | +404,765 | Add 10.96% | 4.1 M | $12.42 |
| Q2 2023 | -536,763 | Reduce 12.69% | 3.69 M | $15.13 |
| Q1 2023 | +960,300 | Add 29.36% | 4.23 M | $12.60 |
| Q4 2022 | +1.1 M | Add 50.82% | 3.27 M | $11.63 |
| Q3 2022 | -338,700 | Reduce 13.51% | 2.17 M | $11.20 |
| Q2 2022 | +835,242 | Add 49.94% | 2.51 M | $11.13 |
| Q1 2022 | +79,658 | Add 5.00% | 1.67 M | $16.91 |
| Q4 2021 | -781,700 | Reduce 32.92% | 1.59 M | $20.77 |
| Q3 2021 | +280,700 | Add 13.41% | 2.37 M | $14.16 |
| Q2 2021 | +54,300 | Add 2.66% | 2.09 M | $14.86 |
| Q1 2021 | -100,900 | Reduce 4.71% | 2.04 M | $12.25 |
| Q4 2020 | +2.14 M | New Buy | 2.14 M | $8.79 |
| Q3 2018 | -26,900 | Sold Out | 0 | $0.00 |
| Q2 2018 | -187,800 | Reduce 87.47% | 26,900 | $11.08 |
| Q1 2018 | +197,300 | Add 1133.91% | 214,700 | $11.08 |
| Q4 2017 | +7,200 | Add 70.59% | 17,400 | $12.47 |
| Q3 2017 | +10,200 | New Buy | 10,200 | $11.96 |
| Q3 2014 | -11,000 | Sold Out | 0 | $0.00 |
| Q2 2014 | -277,400 | Reduce 96.19% | 11,000 | $17.27 |
| Q1 2014 | -440,530 | Reduce 60.44% | 288,400 | $15.60 |
| Q4 2013 | -89,682 | Reduce 10.96% | 728,930 | $15.43 |
| Q3 2013 | +818,612 | New Buy | 818,612 | $16.87 |
Jeremy Grantham's Ford Motor Company Investment FAQs
Jeremy Grantham first purchased Ford Motor Company (F) in Q3 2013, acquiring 818,612 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 Ford Motor Company (F) for 31 quarters since Q3 2013.
Jeremy Grantham's largest addition to Ford Motor Company (F) was in Q4 2020, adding 2,140,300 shares worth $18.81 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,373,109 shares of Ford Motor Company (F), valued at approximately $44.26 M.
As of the Q4 2025 filing, Ford Motor Company (F) represents approximately 0.11% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Ford Motor Company (F) was 4,645,406 shares, as reported at the end of Q3 2024.