Grantham, Mayo, Van Otterloo & Co. LLC

CIK
0001352662
City
BOSTON
State / Country
MA

Top Portfolio Positions

566 positions · $37,586,995,260 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
5,267,686 $2,547,558,303 6.78%
GOOGL
Alphabet Inc.
Communication Services
6,671,591 $2,088,207,983 5.56%
META
Meta Platforms, Inc.
Communication Services
2,908,562 $1,919,912,690 5.11%
AAPL
Apple Inc.
Technology
6,707,117 $1,823,396,827 4.85%
LRCX
Lam Research Corp
Technology
9,344,080 $1,599,519,614 4.26%
JNJ
Johnson & Johnson
Healthcare
7,089,139 $1,467,097,316 3.90%
AMZN
Amazon Com Inc
Consumer Cyclical
6,353,413 $1,466,494,788 3.90%
TMO
Thermo Fisher Scientific Inc.
Healthcare
2,412,063 $1,397,669,905 3.72%
CRM
Salesforce, Inc.
Technology
4,104,033 $1,087,199,382 2.89%
AVGO
Broadcom Inc.
Technology
3,136,731 $1,085,622,599 2.89%

Portfolio Trend

30 quarters · across all stocks

Holdings in MTG

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2025-12-31 $12,229,242 418,523
2025-09-30 $16,123,408 568,326
2025-06-30 $17,977,680 645,750
2025-03-31 $16,515,993 666,505
2024-12-31 $11,546,248 486,978
2024-09-30 $12,944,025 505,626
2024-06-30 $12,906,187 598,895
2024-03-31 $13,466,511 602,259
2023-12-31 $12,133,660 629,013
2023-09-30 $6,929,988 415,218
2023-06-30 $5,482,509 347,214
2023-03-31 $899,140 67,000
2022-12-31 $2,202,200 169,400
2022-09-30 $1,075,598 83,900
2022-06-30 $323,820 25,700
2021-12-31 $169,896 11,782
2021-03-31 $848,021 61,229
2020-12-31 $7,424,165 591,567
2020-09-30 $965,447 108,967
2020-06-30 $285,560 34,867
2020-03-31 $411,270 64,767