Jeremy Grantham's NTR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 352,341 shares of Nutrien Ltd. (NTR) worth $21.75 M, representing 0.06% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 464,959 shares. Largest reduction occurred in Q4 2023, reducing 466,808 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Nutrien (NTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Nutrien (NTR) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -78,553 | Reduce 18.23% | 352,341 | $61.72 |
| Q3 2025 | +82,525 | Add 23.69% | 430,894 | $58.71 |
| Q2 2025 | -338,885 | Reduce 49.31% | 348,369 | $58.24 |
| Q1 2025 | -229,307 | Reduce 25.02% | 687,254 | $49.66 |
| Q4 2024 | -8,579 | Reduce 0.93% | 916,561 | $44.74 |
| Q3 2024 | +464,959 | Add 101.04% | 925,140 | $48.07 |
| Q2 2024 | +122,042 | Add 36.09% | 460,181 | $50.91 |
| Q1 2024 | -88,849 | Reduce 20.81% | 338,139 | $54.35 |
| Q4 2023 | -466,808 | Reduce 52.23% | 426,988 | $56.45 |
| Q3 2023 | -21,500 | Reduce 2.35% | 893,796 | $61.82 |
| Q2 2023 | +68,395 | Add 8.08% | 915,296 | $59.05 |
| Q1 2023 | -78,700 | Reduce 8.50% | 846,901 | $73.82 |
| Q4 2022 | -23,365 | Reduce 2.46% | 925,601 | $73.00 |
| Q3 2022 | +58,915 | Add 6.62% | 948,966 | $83.50 |
| Q2 2022 | -28,066 | Reduce 3.06% | 890,051 | $79.63 |
| Q1 2022 | +432,603 | Add 89.10% | 918,117 | $103.87 |
| Q4 2021 | +176,779 | Add 57.26% | 485,514 | $75.20 |
| Q3 2021 | -18,969 | Reduce 5.79% | 308,735 | $64.83 |
| Q2 2021 | -30,495 | Reduce 8.51% | 327,704 | $60.61 |
| Q1 2021 | -1,900 | Reduce 0.53% | 358,199 | $53.89 |
| Q4 2020 | -9,300 | Reduce 2.52% | 360,099 | $48.16 |
| Q3 2020 | +59,500 | Add 19.20% | 369,399 | $39.23 |
| Q2 2020 | +309,899 | New Buy | 309,899 | $32.10 |
| Q1 2019 | -96,233 | Sold Out | 0 | $0.00 |
| Q4 2018 | +600 | Add 0.63% | 96,233 | $46.97 |
| Q3 2018 | +7,000 | Add 7.90% | 95,633 | $57.70 |
| Q2 2018 | +33,900 | Add 61.94% | 88,633 | $54.37 |
| Q1 2018 | +54,733 | New Buy | 54,733 | $47.25 |
Jeremy Grantham's Nutrien Investment FAQs
Jeremy Grantham first purchased Nutrien Ltd. (NTR) in Q1 2018, acquiring 54,733 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 Nutrien Ltd. (NTR) for 28 quarters since Q1 2018.
Jeremy Grantham's largest addition to Nutrien Ltd. (NTR) was in Q3 2024, adding 925,140 shares worth $44.47 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 352,341 shares of Nutrien Ltd. (NTR), valued at approximately $21.75 M.
As of the Q4 2025 filing, Nutrien Ltd. (NTR) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Nutrien Ltd. (NTR) was 948,966 shares, as reported at the end of Q3 2022.