Grantham, Mayo, Van Otterloo & Co. LLC

RIA/Wealth

Grantham, Mayo, Van Otterloo & Co. LLC is a RIA/Wealth led by William Michael May, managing $35.4B across 597 long positions as of Q3 2025 with 35% Technology concentration.

OwnerWilliam Michael May

Portfolio Value: $35.4B
Positions: 597
Top Holding: MSFT at 7.25%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Grantham, Mayo, Van Otterloo & Co. LLC's portfolio (40.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$2.6B	7.25%	+$51.6M Bought	0.07% 5.0M shares	≤ Q2 2013 Held for 12y 6m+
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$1.7B	4.81%	-$204.0M Sold	0.06% 7.0M shares	≤ Q2 2013 Held for 12y 6m+
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.7B	4.71%	+$34.4M Bought	0.09% 2.3M shares	Q1 2018 Held for 7y 9m
4 Apple AAPL	Consumer Electronics Technology	$1.6B	4.40%	+$37.9M Bought	0.04% 6.1M shares	≤ Q2 2013 Held for 12y 6m+
5 Lam Research LRCX	Semiconductors Technology	$1.3B	3.72%	+$20.9M Bought	0.78% 9.8M shares	Q3 2019 Held for 6y 3m
6 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$1.3B	3.57%	+$48.4M Bought	0.28% 6.8M shares	≤ Q2 2013 Held for 12y 6m+
7 Oracle ORCL	Software - Infrastructure Technology	$1.2B	3.32%	-$428.2M Sold	0.15% 4.2M shares	≤ Q2 2013 Held for 12y 6m+
8 Abbott ABT	Medical - Devices Healthcare	$1.1B	3.09%	+$48.5M Bought	0.47% 8.2M shares	≤ Q2 2013 Held for 12y 6m+
9 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$1.0B	2.93%	+$140.9M Bought	0.57% 2.1M shares	Q2 2024 Held for 1y 6m
10 Broadcom Inc. AVGO	Semiconductors Technology	$927.3M	2.62%	-$83.3M Sold	0.06% 2.8M shares	Q1 2021 Held for 4y 9m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Grantham, Mayo, Van Otterloo & Co. LLC's latest filing

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Market Value

$35.4B

Prior: $33.1B

Q/Q Change

+7.2%

+$2.4B

Net Flows % of MV

-0.199%

Turnover Ratio

6.97%

New Purchases

15 stocks

$156.1M

Added To

233 stocks

+$2.2B

Sold Out Of

63 stocks

$381.9M

Reduced Holdings

272 stocks

-$2.1B

Increased Positions

Position	Shares Δ	Change
1 Clean Harbors CLH	New	0 → 124.6K +$28.9M
2 VRNA Verona Pharma VRNA	New	0 → 264.1K +$28.2M
3 Sandstorm Gold SAND	New	0 → 2.2M +$27.3M
4 CyberArk Software CYBR	New	0 → 52.7K +$25.5M
5 Veritex Holdings VBTX	New	0 → 443.8K +$14.9M

Decreased Positions

Position	Shares Δ	Change
1 The AZEK Company AZEK	Sold	745.5K → 0 −$40.5M
2 Curtiss-Wright CW	Sold	64.4K → 0 −$31.4M
3 Hess HES	Sold	225.5K → 0 −$31.2M
4 Walgreens Boots Alliance WBA	Sold	2.5M → 0 −$29.2M
5 Power Integrations POWI	Sold	460.8K → 0 −$25.8M

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Analytics

Portfolio insights and performance metrics for Grantham, Mayo, Van Otterloo & Co. LLC

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Sector Allocation

Technology

34.60%

Healthcare

22.70%

Communication Services

10.60%

Financial Services

10.20%

Consumer Cyclical

6.70%

Consumer Defensive

4.20%

Industrials

3.50%

Energy

3.00%

Basic Materials

1.10%

Real Estate

0.20%

Utilities

0.10%

ETF

0.10%

Market Cap Distribution

Mega Cap (> $200B)

52.59%

Large Cap ($10B - $200B)

36.75%

Mid Cap ($2B - $10B)

6.50%

Small Cap ($300M - $2B)

0.99%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.28%

N/A (ETF or Unknown)

2.87%

Portfolio Concentration

Top 10 Holdings %

40.42%

Top 20 Holdings %

62.69%

Top 50 Holdings %

82.45%

Top 100 Holdings %

89.38%