Jeremy Grantham's KMI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 202,881 shares of Kinder Morgan, Inc. (KMI) worth $5.58 M, representing 0.01% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KMI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 293,931 shares. Largest reduction occurred in Q4 2024, reducing 796,543 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Kinder Morgan (KMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kinder Morgan (KMI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -272,007 | Reduce 57.28% | 202,881 | $27.49 |
| Q3 2025 | +153,564 | Add 47.79% | 474,888 | $28.31 |
| Q2 2025 | +6,233 | Add 1.98% | 321,324 | $29.40 |
| Q1 2025 | -68,460 | Reduce 17.85% | 315,091 | $28.53 |
| Q4 2024 | -796,543 | Reduce 67.50% | 383,551 | $27.40 |
| Q3 2024 | -292,887 | Reduce 19.88% | 1.18 M | $22.09 |
| Q2 2024 | +132,878 | Add 9.92% | 1.47 M | $19.87 |
| Q1 2024 | -668,345 | Reduce 33.28% | 1.34 M | $18.34 |
| Q4 2023 | +61,230 | Add 3.14% | 2.01 M | $17.64 |
| Q3 2023 | +70,288 | Add 3.74% | 1.95 M | $16.58 |
| Q2 2023 | -84,770 | Reduce 4.32% | 1.88 M | $17.22 |
| Q1 2023 | -44,000 | Reduce 2.19% | 1.96 M | $17.51 |
| Q4 2022 | +250,500 | Add 14.27% | 2.01 M | $18.08 |
| Q3 2022 | -43,300 | Reduce 2.41% | 1.76 M | $16.64 |
| Q2 2022 | +50,400 | Add 2.88% | 1.8 M | $16.76 |
| Q1 2022 | -54,000 | Reduce 3.00% | 1.75 M | $18.91 |
| Q4 2021 | -84,200 | Reduce 4.46% | 1.8 M | $15.86 |
| Q3 2021 | +197,500 | Add 11.69% | 1.89 M | $16.73 |
| Q2 2021 | +40,069 | Add 2.43% | 1.69 M | $18.23 |
| Q1 2021 | +293,931 | Add 21.70% | 1.65 M | $16.65 |
| Q4 2020 | +1.35 M | New Buy | 1.35 M | $13.67 |
Jeremy Grantham's Kinder Morgan Investment FAQs
Jeremy Grantham first purchased Kinder Morgan, Inc. (KMI) in Q4 2020, acquiring 1,354,800 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 Kinder Morgan, Inc. (KMI) for 21 quarters since Q4 2020.
Jeremy Grantham's largest addition to Kinder Morgan, Inc. (KMI) was in Q4 2020, adding 1,354,800 shares worth $18.52 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 202,881 shares of Kinder Morgan, Inc. (KMI), valued at approximately $5.58 M.
As of the Q4 2025 filing, Kinder Morgan, Inc. (KMI) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Kinder Morgan, Inc. (KMI) was 2,008,448 shares, as reported at the end of Q4 2023.