Jeremy Grantham's TMO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.14 M shares of Thermo Fisher Scientific Inc. (TMO) worth $1.04 B, representing 2.93% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 639,467 shares. Largest reduction occurred in Q1 2014, reducing 25,365 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Thermo Fisher Scientific (TMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Thermo Fisher Scientific (TMO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +11,976 | Add 0.00% | 11,975 | $84.59 |
| Q3 2013 | -6,300 | Reduce 52.61% | 5,675 | $92.16 |
| Q4 2013 | +37,890 | Add 667.67% | 43,565 | $111.35 |
| Q1 2014 | -25,365 | Reduce 58.22% | 18,200 | $120.22 |
| Q2 2014 | -18,200 | Sold Out | 0 | $0.00 |
| Q1 2017 | +1,800 | New Buy | 1,800 | $153.33 |
| Q2 2017 | -1,800 | Sold Out | 0 | $0.00 |
| Q3 2017 | +1,700 | New Buy | 1,700 | $189.41 |
| Q4 2017 | +2,100 | Add 123.53% | 3,800 | $190.00 |
| Q1 2018 | -200 | Reduce 5.26% | 3,600 | $206.39 |
| Q3 2018 | -300 | Reduce 8.33% | 3,300 | $243.94 |
| Q4 2018 | -3,300 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2,700 | New Buy | 2,700 | $507.04 |
| Q4 2022 | -2,700 | Sold Out | 0 | $0.00 |
| Q2 2024 | +425,639 | New Buy | 425,639 | $553.00 |
| Q3 2024 | +28,760 | Add 6.76% | 454,399 | $618.57 |
| Q4 2024 | +639,467 | Add 140.73% | 1.09 M | $520.23 |
| Q1 2025 | +362,214 | Add 33.11% | 1.46 M | $497.60 |
| Q2 2025 | +395,225 | Add 27.14% | 1.85 M | $405.46 |
| Q3 2025 | +290,558 | Add 15.69% | 2.14 M | $485.02 |
Jeremy Grantham's Thermo Fisher Scientific Investment FAQs
Jeremy Grantham first purchased Thermo Fisher Scientific Inc. (TMO) in Q2 2013, acquiring 11,975 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 Thermo Fisher Scientific Inc. (TMO) for 21 quarters since Q2 2013.
Jeremy Grantham's largest addition to Thermo Fisher Scientific Inc. (TMO) was in Q4 2024, adding 1,093,866 shares worth $569.06 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,141,863 shares of Thermo Fisher Scientific Inc. (TMO), valued at approximately $1.04 B.
As of the Q3 2025 filing, Thermo Fisher Scientific Inc. (TMO) represents approximately 2.93% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Thermo Fisher Scientific Inc. (TMO) was 2,141,863 shares, as reported at the end of Q3 2025.