Jeremy Grantham's HMC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 787,461 shares of Honda Motor Co., Ltd. (HMC) worth $24.25 M, representing 0.07% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HMC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 737,152 shares. Largest reduction occurred in Q2 2025, reducing 601,120 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Honda Motor Co (HMC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Honda Motor Co (HMC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +207,800 | New Buy | 207,800 | $28.45 |
| Q1 2022 | +63,524 | Add 30.57% | 271,324 | $28.26 |
| Q2 2022 | +282,276 | Add 104.04% | 553,600 | $24.15 |
| Q3 2022 | -9,900 | Reduce 1.79% | 543,700 | $21.59 |
| Q4 2022 | +121,300 | Add 22.31% | 665,000 | $22.86 |
| Q1 2023 | -48,800 | Reduce 7.34% | 616,200 | $26.49 |
| Q2 2023 | +109,001 | Add 17.69% | 725,201 | $30.31 |
| Q3 2023 | +122,408 | Add 16.88% | 847,609 | $33.64 |
| Q4 2023 | +737,152 | Add 86.97% | 1.58 M | $30.91 |
| Q1 2024 | +493,920 | Add 31.17% | 2.08 M | $37.23 |
| Q2 2024 | -60,226 | Reduce 2.90% | 2.02 M | $32.24 |
| Q3 2024 | -144,281 | Reduce 7.15% | 1.87 M | $31.73 |
| Q4 2024 | -326,480 | Reduce 17.42% | 1.55 M | $28.55 |
| Q1 2025 | -11,740 | Reduce 0.76% | 1.54 M | $27.13 |
| Q2 2025 | -601,120 | Reduce 39.14% | 934,834 | $28.83 |
| Q3 2025 | -147,373 | Reduce 15.76% | 787,461 | $30.80 |
Jeremy Grantham's Honda Motor Co Investment FAQs
Jeremy Grantham first purchased Honda Motor Co., Ltd. (HMC) in Q4 2021, acquiring 207,800 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 Honda Motor Co., Ltd. (HMC) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Honda Motor Co., Ltd. (HMC) was in Q4 2023, adding 1,584,761 shares worth $48.98 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 787,461 shares of Honda Motor Co., Ltd. (HMC), valued at approximately $24.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Honda Motor Co., Ltd. (HMC) represents approximately 0.07% 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 Honda Motor Co., Ltd. (HMC) was 2,078,681 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.