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CIK: 0001352662
Total reported value
$44.4B
$44.4B
570 檔
15.7%
During the Q4 2024 filing period, Grantham, Mayo, Van Otterloo & Co. LLC (CIK: 0001352662) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $44.4B across 570 reported positions.
In Q4 2024, Grantham, Mayo, Van Otterloo & Co. LLC adopted a defensive or profit-taking posture, trimming 103 positions and completely liquidating 21 holdings to manage risk exposure.
Showing top 200 holdings (of 570 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.37% | -0.12% | -2.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.14% | -0.04% | -0.41% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | -0.14% | +0.72% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.23% | -0.13% | -5.32% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.41% | +0.45% | +22.51% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.19% | — | -2.25% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.04% | +0.21% | +1.22% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.99% | -0.48% | +1.05% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.91% | -0.54% | +11.07% | |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 2.62% | +0.63% | +1.02% | |
| 11 | ACN | Accenture plc | Stock-Tech | 2.55% | -0.86% | +2.11% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.42% | -0.55% | -1.57% | |
| 13 | ELV | Elevance Health Inc | Stock-Healthcare | 2.40% | +0.03% | +18.76% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.03% | -9.46% | |
| 15 | USB | US Bancorp | Stock-Financials | 2.01% | -0.52% | +0.94% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.00% | -0.20% | +4.28% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.99% | +0.02% | -11.41% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.92% | -0.11% | -18.26% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.90% | +1.56% | — | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.85% | -0.06% | +140.73% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.81% | -0.35% | -28.97% | |
| 22 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.76% | -0.29% | +42.90% | |
| 23 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.59% | -0.70% | +21.49% | |
| 24 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.55% | — | +1.19% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.48% | -0.26% | -33.73% | |
| 26 | CI | THE Cigna Group | Stock-Healthcare | 1.33% | -0.17% | +3.92% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 1.12% | +0.91% | -0.65% | |
| 28 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.11% | -0.04% | +1.17% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +0.25% | +1.48% | |
| 30 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.50% | +0.02% | — | |
| 31 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.47% | -0.15% | -17.41% | |
| 32 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.46% | -0.08% | +12.05% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | — | |
| 34 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.40% | -0.09% | +18.12% | |
| 35 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.39% | -0.08% | +5.67% | |
| 36 | MFC | Manulife Financial CORP | Stock-Financials | 0.38% | — | -10.83% | |
| 37 | KOS | Kosmos Energy LTD | Stock-Other | 0.36% | -0.07% | +22.10% | |
| 38 | RUN | Sunrun Inc | Stock-Tech | 0.32% | -0.03% | -4.46% | |
| 39 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.31% | -0.02% | -4.24% | |
| 40 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.30% | +0.10% | +72.35% | |
| 41 | YPF | Ypf S.a.-sponsored Adr | Stock-Other | 0.25% | -0.04% | -29.30% | |
| 42 | GE | General Electric | Stock-Industrials | 0.25% | +0.01% | +4.90% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +0.01% | -14.09% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.23% | -0.04% | +21.02% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.03% | -0.16% | |
| 46 | ARRY | Array Technologies Inc | Stock-Other | 0.22% | — | +37.11% | |
| 47 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.22% | -0.13% | +14.89% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | -0.02% | -25.17% | |
| 49 | VIST | Vista Energy Sab De Cv | Stock-Other | 0.22% | -0.07% | +6.24% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.21% | — | -14.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.9% | NEW | New buy |
| 2 | TMO | Thermo Fisher Scientific Inc | +1% | +140.73% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.72% | Add |
| 4 | V | Visa Inc-class A Shares | +0.5% | +1.22% | Add |
| 5 | AAPL | Apple Inc | +0.5% | -0.41% | Trim |
| 6 | CRM | Salesforce Inc | +0.5% | -1.57% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.4% | NEW | New buy |
| 8 | HLT | Hilton Worldwide Holdings In | +0.4% | +21.49% | Add |
| 9 | STZ | Constellation Brands Inc-a | +0.4% | +42.90% | Add |
| 10 | ABT | Abbott Laboratories | +0.4% | +11.07% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | +22.51% | Add |
| 12 | WFC | Wells Fargo & Co | +0.3% | -11.41% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.2% | -9.46% | Trim |
| 14 | USB | US Bancorp | +0.2% | +0.94% | Add |
| 15 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +72.35% | Add |
| 16 | ACN | Accenture plc | +0.1% | +2.11% | Add |
| 17 | BTI | British American Tob-sp Adr | +0.1% | +202.76% | Add |
| 18 | ARCH1USD | Arch Resources Inc | +0.1% | NEW | New buy |
| 19 | YPF | Ypf S.a.-sponsored Adr | +0.1% | -29.30% | Trim |
| 20 | MRNA | Moderna Inc | +0.1% | NEW | New buy |
| 21 | SIL1EUR | Silvercrest Metals Inc | +0.1% | NEW | New buy |
| 22 | FYBR | Frontier Communications Pare | +0.1% | NEW | New buy |
| 23 | APTV | Aptiv PLC | +0.1% | NEW | New buy |
| 24 | VICI | Vici Properties Inc | +0.1% | +3401.48% | Add |
| 25 | VIST | Vista Energy Sab De Cv | +0.1% | +6.24% | Add |
| 26 | ATSG* | Air Transport Services Group | +0.1% | NEW | New buy |
| 27 | DHI | Dr Horton Inc | +0.1% | +150.06% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | +5.73% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | +144.18% | Add |
| 30 | MMM | 3m Co | +0.1% | +107.29% | Add |
| 31 | JD | Jd.com Inc-adr | +0.1% | +131.07% | Add |
| 32 | LEN | Lennar Corp-a | +0.1% | +138.86% | Add |
| 33 | ARRY | Array Technologies Inc | +0.1% | +37.11% | Add |
| 34 | OTEX | Open Text CORP | +0.1% | +84.26% | Add |
| 35 | PR | Permian Resources Corp-cl A | +0.1% | — | Unchanged |
| 36 | MU | Micron Technology Inc | 0% | +171.55% | Add |
| 37 | OMC | Omnicom Group | 0% | NEW | New buy |
| 38 | ACGL | Arch Capital Group Ltd. | 0% | +106.22% | Add |
| 39 | ALTREUR | Altair Engineering Inc - A | 0% | NEW | New buy |
| 40 | BUSD | Barnes Group Inc | 0% | NEW | New buy |
| 41 | EOG | Eog Resources Inc | 0% | +34.60% | Add |
| 42 | PNC | Pnc Financial Services Group | 0% | +671.76% | Add |
| 43 | PFE | Pfizer Inc | 0% | +21.02% | Add |
| 44 | JNP | Juniper Networks Inc | 0% | +52.43% | Add |
| 45 | PHM | Pultegroup Inc | 0% | +68.53% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | -5.32% | Trim |
| 47 | DG | Dollar General CORP | 0% | +155.18% | Add |
| 48 | OLED | Universal Display CORP | 0% | +95.54% | Add |
| 49 | EFOR | Everforth Inc | 0% | +34.99% | Add |
| 50 | DGX | Quest Diagnostics Inc | 0% | +1.17% | Add |
According to official SEC Form 13F filings, Grantham, Mayo, Van Otterloo & Co. LLC reported a total U.S. public equity portfolio value of $44.4B across 570 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOGL) accounted for 15.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $584.9M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $660.9M
During Q4 2024, Grantham, Mayo, Van Otterloo & Co. LLC's top holdings by market value included MSFT (5.4%)、AAPL (5.1%)、GOOGL (4.5%). The largest single position, MSFT, represented 5.4% of total portfolio value.
In Q4 2024, Grantham, Mayo, Van Otterloo & Co. LLC made 199 total portfolio adjustments, initiating 14 new buys, adding to 61 positions, trimming 103 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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