Grantham, Mayo, Van Otterloo & Co. LLC
Top Portfolio Positions
599 positions ·
$38,894,540,915 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,176,138 | $2,286,221,003 | 5.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,900,577 | $1,984,329,922 | 5.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,278,866 | $1,779,246,005 | 4.57% | |
| AAPL |
Apple Inc.
Technology
|
6,937,574 | $1,760,686,905 | 4.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,073,041 | $1,758,178,947 | 4.52% | |
| LRCX |
Lam Research Corp
Technology
|
6,904,206 | $1,475,152,653 | 3.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,229,375 | $1,297,391,931 | 3.34% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
2,502,206 | $1,229,909,315 | 3.16% | |
| AVGO |
Broadcom Inc.
Technology
|
3,348,517 | $1,036,399,496 | 2.66% | |
| USB |
US Bancorp De
Financial Services
|
19,113,643 | $994,100,572 | 2.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $773,794,007 | 3,902,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $971,586,472 | 3,621,269 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $827,060,396 | 3,353,854 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $791,629,293 | 2,648,564 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $761,298,965 | 2,439,748 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $784,944,453 | 2,231,287 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $772,429,444 | 2,185,214 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $616,749,699 | 2,032,727 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $650,771,019 | 1,877,531 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $557,215,954 | 1,587,917 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $474,731,866 | 1,545,804 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $470,409,535 | 1,524,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,823,690 | 1,363,926 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $320,713,394 | 1,201,894 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $313,842,446 | 1,219,753 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $363,041,257 | 1,307,550 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $447,211,157 | 1,326,131 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $541,988,059 | 1,307,413 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $459,341,455 | 1,435,801 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $508,234,468 | 1,724,056 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $469,785,777 | 1,700,582 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $441,924,481 | 1,691,836 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $385,140,293 | 1,704,236 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $359,450,083 | 1,674,041 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,183,153 | 1,667,176 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||