Grantham, Mayo, Van Otterloo & Co. LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings572 positions
MICROSOFT CORP | 2.9M | $918.9M | 4.3% | $128.24 | +140.58% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $773.8M | 3.7% | $298.58 | +58.58% | 20 qtrssince 2018-Q4 | Increased 66 |
ALPHABET INC | 4.5M | $589.3M | 2.8% | $73.65 | +75.99% | 20 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.7M | $583.3M | 2.8% | $125.39 | +14.06% | 20 qtrssince 2018-Q4 | Increased 60 |
META PLATFORMS INC | 1.9M | $567.6M | 2.7% | $145.58 | +104.27% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.1M | $528.3M | 2.5% | $44.58 | +278.91% | 20 qtrssince 2018-Q4 | Increased 55 |
AMAZON COM INC | 4.1M | $518.9M | 2.5% | $106.99 | +18.82% | 20 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 1.5M | $474.7M | 2.2% | $165.46 | +74.34% | 20 qtrssince 2018-Q4 | Increased 54 |
ORACLE CORP | 4.4M | $470.3M | 2.2% | $43.40 | +137.21% | 20 qtrssince 2018-Q4 | Increased 54 |
LAM RESEARCH CORP | 740,369 | $464M | 2.2% | $34.93 | +75.02% | 17 qtrssince 2019-Q3 | Decreased 0 |
MERCK & CO INC | 4M | $414.8M | 2.0% | $70.30 | +33.64% | 20 qtrssince 2018-Q4 | Increased 55 |
TEXAS INSTRS INC | 2.5M | $404.4M | 1.9% | $107.39 | +35.88% | 20 qtrssince 2018-Q4 | Increased 57 |
ELEVANCE HEALTH INC FORMERLY | 889,912 | $387.5M | 1.8% | $282.76 | +46.46% | 20 qtrssince 2018-Q4 | Increased 53 |
COCA COLA CO | 6.9M | $387.3M | 1.8% | $41.42 | +23.99% | 20 qtrssince 2018-Q4 | Increased 57 |
TJX COS INC NEW | 4.2M | $369.4M | 1.7% | $43.44 | +96.80% | 20 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 3.7M | $354.9M | 1.7% | $87.74 | +3.06% | 20 qtrssince 2018-Q4 | Increased 61 |
ELI LILLY & CO | 659,493 | $354.2M | 1.7% | $121.08 | +334.57% | 20 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 7.7M | $316.7M | 1.5% | $33.03 | +15.02% | 20 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 1.3M | $306.2M | 1.4% | $176.37 | +27.48% | 20 qtrssince 2018-Q4 | Increased 52 |
ADOBE INC | 591,327 | $301.5M | 1.4% | $428.17 | +19.09% | 20 qtrssince 2018-Q4 | Decreased 0 |
Grantham, Mayo, Van Otterloo & Co. LLC manages $21.2B across 572 positions as of Q3 2023. Top holdings: MSFT (4.3%), UNH (3.7%), GOOGL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 56 new positions, 159 exits, 232 increased. Top move: UNH (INCREASED, conviction 66). Portfolio: $21.2B across 572 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR