Grantham, Mayo, Van Otterloo & Co. LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 615
Total Value: 31717558851
Accession Number: 0001072613-25-000369
Form Type: 13F-HR
CIK: 0001352662
Manager Name: Grantham, Mayo, Van Otterloo & Co. LLC

Data Enrichment

98% identified

601 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

615 positions • $31,717,558.851K total value

615 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

4783085(+22.1%)

Value:

$1.8T(+8.8%)

Apple Inc.

AAPL|037833100

6685574(+5.9%)

Value:

$1.5T(-6.1%)

Alphabet Inc.

GOOGL|02079K305

7833961(+6.1%)

Value:

$1.2T(-13.3%)

Meta Platforms, Inc.

META|30303M102

2065452(-7.0%)

Value:

$1.2T(-8.5%)

UNITEDHEALTH GROUP INC

UNH|91324P102

2224346(+7.4%)

Value:

$1.2T(+11.2%)

JOHNSON & JOHNSON

JNJ|478160104

6812787(+7.1%)

Value:

$1.1T(+22.8%)

ABBOTT LABORATORIES

ABT|002824100

8107583(+2.7%)

Value:

$1.1T(+20.4%)

VISA INC.

V|92826C839

2974829(+0.6%)

Value:

$1.0T(+11.6%)

Elevance Health, Inc.

ELV|036752103

2158991(+7.9%)

Value:

$939.1B(+27.2%)

ORACLE CORP

ORCL|68389X105

6064857(+3.1%)

Value:

$847.9B(-13.5%)

TEXAS INSTRUMENTS INC

TXN|882508104

4550245(+6.1%)

Value:

$817.7B(+1.7%)

Accenture plc

ACN|G1151C101

2439748(+9.3%)

Value:

$761.3B(-3.0%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

1456080(+33.1%)

Value:

$724.5B(+27.3%)

Salesforce, Inc.

CRM|79466L302

2666810(+20.0%)

Value:

$715.7B(-3.7%)

US BANCORP \DE\

USB|902973304

15983454(+23.6%)

Value:

$674.8B(+9.1%)

AMAZON COM INC

AMZN|023135106

3435972(+6.8%)

Value:

$653.7B(-7.4%)

LAM RESEARCH CORP

LRCX|512807306

8593334(+6.1%)

Value:

$624.7B(+6.8%)

WELLS FARGO & COMPANY/MN

WFC|949746101

8381408(-4.0%)

Value:

$601.7B(-1.9%)

Merck & Co., Inc.

MRK|58933Y105

6686596(+8.4%)

Value:

$600.2B(-2.1%)

Otis Worldwide Corp

OTIS|68902V107

5460836(+5.8%)

Value:

$563.6B(+17.9%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	4.8M	QoQ +22.11% (+866.2K) YoY +32.97% (+1.2M)	All Managers (Combined)	$1.8B	QoQ +8.75% (+$144.6M) YoY +18.64% (+$282.2M)
Apple Inc.(AAPLcusip037833100)	6.7M	QoQ +5.88% (-371.6K) YoY +47.35% (+2.1M)	All Managers (Combined)	$1.5B	QoQ -6.07% (-$96.1M) YoY +90.87% (+$707.1M)
Alphabet Inc.(GOOGLcusip02079K305)	7.8M	QoQ +6.12% (-452.0K) YoY +14.97% (+1.0M)	All Managers (Combined)	$1.2B	QoQ -13.30% (-$186.0M) YoY +17.80% (+$183.1M)
Meta Platforms, Inc.(METAcusip30303M102)	2.1M	QoQ -7.05% (-156.8K) YoY +0.76% (+15.7K)	All Managers (Combined)	$1.2B	QoQ -8.50% (-$110.7M) YoY +19.60% (+$195.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	2.2M	QoQ +7.40% (+153.4K) YoY +22.80% (+413.0K)	All Managers (Combined)	$1.2B	QoQ +11.20% (+$117.4M) YoY +30.01% (+$268.9M)
Johnson & Johnson(JNJcusip478160104)	6.8M	QoQ +7.11% (+452.5K) YoY +41.12% (+2.0M)	All Managers (Combined)	$1.1B	QoQ +22.83% (+$210.0M) YoY +47.94% (+$366.2M)
Abbott Laboratories(ABTcusip002824100)	8.1M	QoQ +2.66% (+210.6K) YoY +49.91% (+2.7M)	All Managers (Combined)	$1.1B	QoQ +20.40% (+$182.2M) YoY +74.96% (+$460.8M)
Visa Inc.(Vcusip92826C839)	3.0M	QoQ +0.60% (+17.9K) YoY +80.19% (+1.3M)	All Managers (Combined)	$1.0B	QoQ +11.56% (+$108.1M) YoY +126.28% (+$581.8M)
Elevance Health, Inc.(ELVcusip036752103)	2.2M	QoQ +7.91% (+158.3K) YoY +73.09% (+911.7K)	All Managers (Combined)	$939.1M	QoQ +27.23% (+$201.0M) YoY +45.19% (+$292.3M)
Oracle Corp(ORCLcusip68389X105)	6.1M	QoQ +3.10% (-182.9K) YoY +10.14% (+558.5K)	All Managers (Combined)	$847.9M	QoQ -13.49% (-$132.2M) YoY +22.59% (+$156.3M)
Texas Instruments Inc(TXNcusip882508104)	4.6M	QoQ +6.08% (+261.1K) YoY +17.52% (+678.7K)	All Managers (Combined)	$817.7M	QoQ +1.66% (+$13.4M) YoY +21.23% (+$143.2M)
Accenture Plc(ACNcusipG1151C101)	2.4M	QoQ +9.34% (-208.5K) YoY +29.94% (+562.2K)	All Managers (Combined)	$761.3M	QoQ -3.01% (-$23.6M) YoY +16.98% (+$110.5M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	1.5M	QoQ +33.11% (+362.2K) YoY NEW(+1.5M)	All Managers (Combined)	$724.5M	QoQ +27.32% (+$155.5M) YoY NEW(+$724.5M)
Salesforce, Inc.(CRMcusip79466L302)	2.7M	QoQ +19.96% (-443.9K) YoY +34.40% (+682.6K)	All Managers (Combined)	$715.7M	QoQ -3.70% (-$27.5M) YoY +19.75% (+$118.1M)
Us Bancorp \De\(USBcusip902973304)	16.0M	QoQ +23.55% (+3.0M) YoY +43.20% (+4.8M)	All Managers (Combined)	$674.8M	QoQ +9.06% (+$56.1M) YoY +35.25% (+$175.9M)
Amazon Com Inc(AMZNcusip023135106)	3.4M	QoQ +6.81% (-219.4K) YoY -15.76% (-643.1K)	All Managers (Combined)	$653.7M	QoQ -7.36% (-$52.0M) YoY -11.15% (-$82.1M)
Lam Research Corp(LRCXcusip512807306)	8.6M	QoQ +6.12% (+495.7K) YoY NEW(+8.6M)	All Managers (Combined)	$624.7M	QoQ +6.81% (+$39.8M) YoY NEW(+$624.7M)
Wells Fargo & Company/Mn(WFCcusip949746101)	8.4M	QoQ -3.98% (-347.9K) YoY -6.25% (-559.1K)	All Managers (Combined)	$601.7M	QoQ -1.86% (-$11.4M) YoY +16.11% (-$83.5M)
Merck & Co., Inc.(MRKcusip58933Y105)	6.7M	QoQ +8.45% (-521.3K) YoY +41.45% (-2.0M)	All Managers (Combined)	$600.2M	QoQ -2.14% (-$13.1M) YoY -3.77% (-$23.5M)
Otis Worldwide Corp(OTIScusip68902V107)	5.5M	QoQ +5.84% (+301.7K) YoY +17.76% (+823.8K)	All Managers (Combined)	$563.6M	QoQ +17.95% (+$85.8M) YoY +22.42% (+$103.2M)