Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings615 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.8M | $1.8B | 5.7% | $238.10 | +58.24% | 26 qtrssince 2018-Q4 | Increased 75 |
APPLE INC | 6.7M | $1.5B | 4.7% | $147.72 | +49.45% | 26 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 7.8M | $1.2B | 3.8% | $119.56 | +28.73% | 26 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC-CLASS A | 2.1M | $1.2B | 3.8% | $221.14 | +160.22% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.2M | $1.2B | 3.7% | $381.24 | +32.67% | 26 qtrssince 2018-Q4 | Increased 63 |
JOHNSON & JOHNSON | 6.8M | $1.1B | 3.6% | $136.12 | +17.63% | 26 qtrssince 2018-Q4 | Increased 63 |
ABBOTT LABORATORIES | 8.1M | $1.1B | 3.4% | $99.14 | +29.59% | 26 qtrssince 2018-Q4 | Increased 60 |
VISA INC-CLASS A SHARES | 3M | $1B | 3.3% | $229.02 | +51.30% | 26 qtrssince 2018-Q4 | Increased 59 |
ANTHEM INC | 2.2M | $939.1M | 3.0% | $389.06 | +9.39% | 26 qtrssince 2018-Q4 | Increased 59 |
ORACLE CORP | 6.1M | $847.9M | 2.7% | $68.79 | +102.73% | 26 qtrssince 2018-Q4 | Increased 56 |
TEXAS INSTRUMENTS INC | 4.6M | $817.7M | 2.6% | $134.02 | +28.66% | 26 qtrssince 2018-Q4 | Increased 58 |
ACCENTURE PLC-CL A | 2.4M | $761.3M | 2.4% | $222.72 | +35.92% | 26 qtrssince 2018-Q4 | Increased 59 |
THERMO FISHER SCIENTIFIC INC | 1.5M | $724.5M | 2.3% | $524.09 | -4.82% | 4 qtrssince 2024-Q2 | Increased 70 |
SALESFORCE.COM INC | 2.7M | $715.7M | 2.3% | $236.98 | +13.18% | 19 qtrssince 2020-Q3 | Increased 64 |
US BANCORP | 16M | $674.8M | 2.1% | $36.21 | +11.75% | 26 qtrssince 2018-Q4 | Increased 66 |
AMAZON.COM INC | 3.4M | $653.7M | 2.1% | $106.40 | +81.12% | 26 qtrssince 2018-Q4 | Increased 58 |
LAM RESEARCH CORP COM NEW | 8.6M | $624.7M | 2.0% | $69.36 | +4.06% | 23 qtrssince 2019-Q3 | Increased 53 |
WELLS FARGO & CO | 8.4M | $601.7M | 1.9% | $38.53 | +80.30% | 26 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 6.7M | $600.2M | 1.9% | $86.28 | +0.53% | 26 qtrssince 2018-Q4 | Increased 54 |
OTIS WORLDWIDE CORP | 5.5M | $563.6M | 1.8% | $74.28 | +34.97% | 20 qtrssince 2020-Q2 | Increased 53 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $31.7B across 615 positions as of Q1 2025. Top holdings: MSFT (5.7%), AAPL (4.7%), GOOGL (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 113 new positions, 68 exits, 294 increased. Top move: MSFT (INCREASED, conviction 75). Portfolio: $31.7B across 615 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer