Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings712 positions
Microsoft Corp | 3.1M | $732M | 4.2% | $122.30 | +84.29% | 16 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 1.1M | $550.8M | 3.2% | $224.27 | +108.41% | 16 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 3M | $490.5M | 2.8% | $119.61 | +21.91% | 16 qtrssince 2018-Q4 | Increased 68 |
Apple Inc | 3.4M | $472.3M | 2.7% | $42.11 | +221.88% | 16 qtrssince 2018-Q4 | Decreased 0 |
Wells Fargo & Co | 10.2M | $410.3M | 2.4% | $32.73 | +11.07% | 16 qtrssince 2018-Q4 | Decreased 0 |
US Bancorp | 9.5M | $384.2M | 2.2% | $31.38 | +7.10% | 16 qtrssince 2018-Q4 | Decreased 0 |
Texas Instruments Inc | 2.3M | $359.8M | 2.1% | $101.03 | +36.48% | 16 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 3.6M | $341.3M | 2.0% | $66.50 | +42.48% | 16 qtrssince 2018-Q4 | Increased 79 |
Coca-Cola Co/The | 5.9M | $329.8M | 1.9% | $38.86 | +28.30% | 16 qtrssince 2018-Q4 | Decreased 0 |
Anthem Inc | 714,142 | $324.4M | 1.9% | $247.82 | +72.23% | 16 qtrssince 2018-Q4 | Decreased 0 |
Accenture PLC | 1.2M | $313.8M | 1.8% | $134.26 | +78.56% | 16 qtrssince 2018-Q4 | Decreased 0 |
TJX Cos Inc/The | 4.8M | $297.5M | 1.7% | $42.88 | +37.14% | 16 qtrssince 2018-Q4 | Decreased 0 |
Oracle Corp | 4.8M | $292.2M | 1.7% | $42.88 | +36.89% | 16 qtrssince 2018-Q4 | Increased 49 |
Lam Research Corp | 755,816 | $276.6M | 1.6% | $34.32 | +2.66% | 13 qtrssince 2019-Q3 | Increased 49 |
Merck & Co Inc | 3.1M | $267.5M | 1.5% | $60.33 | +26.80% | 16 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly & Co | 786,841 | $254.4M | 1.5% | $105.74 | +196.35% | 16 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 1.8M | $244.8M | 1.4% | $161.25 | -16.66% | 16 qtrssince 2018-Q4 | Increased 54 |
Medtronic PLC | 3M | $240.5M | 1.4% | $74.67 | -5.23% | 16 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 1.3M | $222.5M | 1.3% | $170.33 | +1.13% | 16 qtrssince 2018-Q4 | Decreased 0 |
American Express Co | 1.6M | $219.1M | 1.3% | $88.25 | +45.54% | 16 qtrssince 2018-Q4 | Increased 50 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $17.3B across 712 positions as of Q3 2022. Top holdings: MSFT (4.2%), UNH (3.2%), JNJ (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 94 new positions, 120 exits, 229 increased. Top move: GOOGL (INCREASED, conviction 79). Portfolio: $17.3B across 712 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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