Grantham, Mayo, Van Otterloo &

$44.4B 13F equity value
736 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Grantham, Mayo, Van Otterloo & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
MSFTMICROSOFT CORP6,816,326$2.5B5.7%
LRCXLAM RESEARCH CORP5,464,726$2.4B5.3%
GOOGLALPHABET INC6,132,636$2.2B4.9%
AAPLAPPLE INC6,848,782$2.0B4.5%
METAMETA PLATFORMS INC3,446,717$1.9B4.4%
JNJJOHNSON & JOHNSON7,110,133$1.8B4.1%
AMZNAMAZON COM INC6,136,926$1.5B3.3%
TXNTEXAS INSTRS INC4,674,406$1.4B3.1%
TMOTHERMO FISHER SCIENTIFIC INC2,739,191$1.4B3.1%
AVGOBROADCOM INC3,267,040$1.2B2.8%

Track Grantham, Mayo, Van Otterloo &'s 13F portfolio: $44.4B in reported holdings, 736 positions. Top holdings and quarterly changes on SentiSense.

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