S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

Thermo Fisher Scientific Inc.

TMO Healthcare
$464.37 $-11.05 (-2.32%)
Market Cap: $172.51 B
Gurus Holding
24
Popularity Rank
#16
% of Shares Held
2.41%
Net Activity (Q4 2025)
+$513.69 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 Q4 2025, a total of 24 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.16 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $513.69 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 157.8%. Conversely, Manning & Napier Group reduced exposure by 97.8%.

Key Holders

Top 5 by Value

$1.62 B
$643.96 M
$459.61 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$854.47 M
Total Buy Value
New Buys 4
Additions 7
-$340.78 M
Total Sell Value
Reductions 11
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
11
Net Buyers
11

FAQs for Thermo Fisher Scientific Inc. (TMO)

Major holders include Ken Fisher ($1.62 B), Jeremy Grantham ($1.4 B), Al Gore ($643.96 M). According to the latest reported data, 24 tracked investment managers collectively hold approximately 8.96 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $513.69 M, with 11 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 11 managers trimmed their positions, while 0 fully exited TMO. The total reported sell value was $340.78 M.

Yes, 4 managers opened new positions in TMO, and 7 increased their existing holdings. The total reported buy value was $854.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.55% Add 2.6% 2,792,421 $1.62 B Q4 2025
3.57% Add 12.6% 2,412,063 $1.4 B Q4 2025
4.47% Reduce -13.5% 1,111,327 $643.96 M Q4 2025
1.22% New Buy 793,187 $459.61 M Q4 2025
1.37% Reduce -7.9% 460,301 $266.72 M Q4 2025
0.28% Add 157.8% 436,858 $253.14 M Q4 2025
2.64% Reduce -20.9% 223,947 $129.77 M Q4 2025
1.67% Add 1.7% 218,572 $126.65 M Q4 2025
0.04% Reduce -7.0% 144,752 $83.88 M Q4 2025
4.64% Reduce -10.3% 134,950 $78.2 M Q4 2025
0.15% Add 1.4% 72,758 $42.16 M Q4 2025
0.29% Add 12.5% 62,800 $36.39 M Q4 2025
0.40% New Buy 50,000 $28.97 M Q4 2025
1.85% Reduce -2.8% 13,897 $8.05 M Q4 2025
0.01% New Buy 8,610 $4.99 M Q4 2025
0.05% Reduce -97.8% 6,384 $3.72 M Q4 2025
0.76% Reduce -20.0% 6,400 $3.71 M Q4 2025
0.03% Reduce -9.5% 4,646 $2.69 M Q4 2025
0.00% New Buy 1,686 $976,953 Q4 2025
0.00% Add 70.2% 1,450 $839,997 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form