TMO fund manager activity
Thermo Fisher Scientific Inc · NYSE. Reported by 37 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 23,670 | $11,634,515 | 0.04% | May 15, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 769,698 | $378,329,658 | 2.51% | May 7, 2026 |
| Arnold Van Den Berg - Century Management | Added | 14,146 | $6,953,183 | 1.59% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 725,005 | $356,361,708 | 3.17% | May 15, 2026 |
| Dodge & Cox Funds | No change | 25,741 | $12,652,474 | 0.01% | May 14, 2026 |
| First Pacific Advisors | Added | 221,896 | $109,068,541 | 1.56% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 2,851,579 | $1,401,637,491 | 0.48% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 2,502,206 | $1,229,910,332 | 3.15% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 102,065 | $50,168,009 | 0.15% | May 15, 2026 |
| Hillman Capital Management | Added | 656 | $322,444 | 0.22% | May 15, 2026 |
| Lindsell Train | Trimmed | 617,211 | $303,377,723 | 9.67% | Apr 24, 2026 |
| Mairs & Power Funds | No change | 1,241 | $609,989 | 0.01% | May 14, 2026 |
| Thomas Gayner - Markel Group | Added | 67,100 | $32,981,664 | 0.28% | May 1, 2026 |
| David Katz - Matrix Asset Advisors | Added | 22,547 | $11,082,684 | 1.02% | Apr 22, 2026 |
| Bill Nygren - Oakmark Funds | Sold out | — | — | 0.00% | May 15, 2026 |
| Robert Olstein - Olstein Capital Management | Added | 6,750 | $3,318 | 0.72% | Apr 21, 2026 |
| Polen Capital Management | Sold out | — | — | 0.00% | May 14, 2026 |
| Daniel Loeb - Third Point | Sold out | — | — | 0.00% | May 15, 2026 |
| Viking Global Investors | Added | 1,668,025 | $819,884,328 | 2.29% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 121,000 | $59,475,130 | 4.15% | May 14, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 28,820 | $16,699,749 | 0.05% | Feb 17, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 873,322 | $506,046,433 | 2.74% | Feb 11, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 13,897 | $8,052,617 | 1.85% | Feb 17, 2026 |
| Dodge & Cox Funds | No change | 25,741 | $14,915,622 | 0.01% | Feb 13, 2026 |
| First Pacific Advisors | Added | 218,572 | $126,651,545 | 1.70% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 2,792,421 | $1,618,068,956 | 0.55% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 2,412,063 | $1,397,670,581 | 3.57% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 72,758 | $42,159,623 | 0.15% | Feb 17, 2026 |
| Hillman Capital Management | Trimmed | 634 | $367,371 | 0.23% | Feb 17, 2026 |
| Lindsell Train | Trimmed | 689,503 | $399,532,513 | 10.1% | Feb 11, 2026 |
| Mairs & Power Funds | Trimmed | 1,241 | $719,097 | 0.01% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | Added | 62,800 | $36,389,461 | 0.29% | Feb 6, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 21,341 | $12,366,227 | 1.11% | Jan 16, 2026 |
| Bill Nygren - Oakmark Funds | No change | 541 | $313,482 | 0.00% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | Trimmed | 6,400 | $3,708 | 0.76% | Feb 3, 2026 |
| Polen Capital Management | Trimmed | 2,307 | $1,336,900 | 0.01% | Feb 12, 2026 |
| Daniel Loeb - Third Point | New | 50,000 | $28,972,500 | 0.40% | Feb 17, 2026 |
| Viking Global Investors | New | 793,187 | $459,612,207 | 1.22% | Feb 17, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 134,950 | $78,196,778 | 4.64% | Feb 12, 2026 |