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According to their latest 13F filings, institutional investors made a series of notable moves in Thermo Fisher Scientific (TMO), highlighting conviction in the company’s role as a global leader in life sciences tools, diagnostics, and biopharma services. The stock continues to attract attention from some of the world’s most prominent asset managers, with multiple funds significantly increasing their positions.

Let’s examine some of the most notable changes:

Grantham, Mayo, Van Otterloo & Co. LLC (Jeremy Grantham)
Shares: 1,851,305
Change: +395,225
Value: $0.75B
GMO added nearly 400K shares this quarter, expanding its already substantial position. The move reflects Grantham’s growing confidence in TMO’s durable competitive advantages across research and healthcare applications.

Lindsell Train Ltd (Nick Train)
Shares: 854,612
Change: +345,822
Value: $0.35B
Nick Train boosted his TMO stake by more than 60%, underscoring his preference for companies with global reach and entrenched market positions.

Point72 Asset Management, L.P. (Steve Cohen)
Shares: 371,340
Change: +332,540
Value: $0.15B
Steve Cohen made a major addition, nearly multiplying his stake tenfold. This aggressive buy suggests a tactical bet on growth and earnings momentum.

Gotham Asset Management, LLC (Joel Greenblatt)
Shares: 79,762
Change: +41,418
Value: $0.03B
Joel Greenblatt more than doubled his position in TMO, signaling conviction in the company’s valuation and long-term returns potential.

Weitz Funds (Wally Weitz)
Shares: 88,000
Change: +13,000
Value: $0.04B
Weitz modestly increased his stake, keeping TMO as a steady contributor to his concentrated portfolio.

Markel Group Inc. (Tom Gayner)
Shares: 49,550
Change: +4,550
Value: $0.02B
Tom Gayner added modestly, maintaining his strategy of gradual accumulation in durable businesses.

GAMCO Investors, Inc. (Mario Gabelli)
Shares: 5,286
Change: +1,372
Value: $0.00B
Mario Gabelli’s incremental addition signals continued faith in TMO as a long-term compounder.

Duquesne Family Office LLC (Stanley Druckenmiller)
Shares: 12,200
Change: New Position
Value: $0.00B
Stan Druckenmiller initiated a new stake, showing fresh interest from one of the most respected macro-oriented investors.

Olstein Capital Management, L.P. (Rob Olstein)
Shares: 8,000
Change: New Position
Value: $0.00B
Rob Olstein opened a new position, reflecting growing institutional recognition of TMO’s strengths.

Overall, the activity around Thermo Fisher Scientific this quarter reveals strong net buying from a diverse set of respected investors. While a couple trimmed, the majority expanded positions significantly, reflecting confidence in TMO’s enduring role at the center of scientific research, diagnostics, and healthcare innovation.

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