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Thermo Fisher Scientific Inc.

TMO Healthcare
$473.72 +$4.85 (1.03%)
Market Cap: $176.04 B
Gurus Holding
24
Popularity Rank
#16
% of Shares Held
2.60%
Net Activity (Q1 2026)
+$334.69 M

Guru Ownership Trend

Guru Analysis for Thermo Fisher Scientific Inc. (TMO)

Thermo Fisher Scientific Inc. (TMO), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 24 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.57 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $334.69 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 75.7%.

Key Holders

Top 5 by Value

$1.4 B
$1.23 B
$819.88 M
$380.25 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$638.2 M
Total Buy Value
New Buys 1
Additions 13
-$303.51 M
Total Sell Value
Reductions 8
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
14

FAQs for Thermo Fisher Scientific Inc. (TMO)

Major holders include Ken Fisher ($1.4 B), Jeremy Grantham ($1.23 B), Andreas Halvorsen ($819.88 M). According to the latest reported data, 24 tracked investment managers collectively hold approximately 9.65 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $334.69 M, with 14 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited TMO. The total reported sell value was $303.51 M.

Yes, 1 managers opened new positions in TMO, and 13 increased their existing holdings. The total reported buy value was $638.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.48% Add 2.1% 2,851,579 $1.4 B Q1 2026
3.15% Add 3.7% 2,502,206 $1.23 B Q1 2026
2.29% Add 110.3% 1,668,025 $819.88 M Q1 2026
3.41% Reduce -30.4% 773,600 $380.25 M Q1 2026
1.11% Reduce -21.7% 360,652 $177.27 M Q1 2026
0.22% Reduce -19.1% 353,541 $173.78 M Q1 2026
3.09% Add 11.9% 250,525 $123.14 M Q1 2026
1.53% Add 1.5% 221,896 $109.07 M Q1 2026
0.11% New Buy 138,964 $68.3 M Q1 2026
0.03% Reduce -13.2% 125,682 $61.39 M Q1 2026
4.15% Reduce -10.3% 121,000 $59.48 M Q1 2026
0.15% Add 40.3% 102,065 $50.17 M Q1 2026
0.28% Add 6.9% 67,100 $32.98 M Q1 2026
0.18% Add 3685.2% 54,886 $26.98 M Q1 2026
0.03% Add 759.3% 14,487 $7.12 M Q1 2026
1.59% Add 1.8% 14,146 $6.95 M Q1 2026
0.01% Add 57.2% 13,534 $6.65 M Q1 2026
0.72% Add 5.5% 6,750 $3.32 M Q1 2026
0.02% Reduce -2.4% 4,533 $2.23 M Q1 2026
0.01% Reduce -75.7% 1,553 $763,346 Q1 2026
Date
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Transaction
Value
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Position / Chg
SEC Form