Follow-The-Filings

Security · featured owners

TMO Thermo Fisher Scientific Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 21 Owners
  • #17
  • Max 9.8%
  • Master 0.26%
  • $4.4B
  • 4 new 10 add 4 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 9.8% (Lindsell Train) · not free-float ownership

  1. Lindsell Train reduce 9.8%
  2. Glenview Capital Management add 5.7%
  3. Wallace Weitz reduce 4.0%
  4. Andreas Halvorsen add 2.8%
  5. Harry Burn new 2.6%
  6. Farallon Capital Management add 2.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 0.80% Add +11767.4% 3,054,778 $1.5B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 2.8% Add +16.2% 1,937,415 $971M history
Farallon Capital Management 2026 Q2 2.4% Add +19.0% 1,049,185 $526M history
Dan Sundheim - D1 Capital Partners 2026 Q2 1.2% Add +12.7% 817,123 $410M history
Glenview Capital Management 2026 Q2 5.7% Add +150.4% 627,240 $314M history
Lindsell Train 2026 Q2 9.8% Reduce −16.6% 514,512 $258M history
First Pacific Advisors 2026 Q2 1.5% Add +11.9% 248,244 $124M history
Harry Burn - Sound Shore Management 2026 Q2 2.6% New 2.6% 165,318 $83M history
Wallace Weitz - Weitz Investment Management 2026 Q2 4.0% Reduce −4.8% 115,200 $58M history
Senator Investment Group 2026 Q2 1.8% New 1.8% 100,000 $50M history
Thomas Gayner - Markel Group 2026 Q2 0.28% Add +8.9% 73,100 $37M history
David Katz - Matrix Asset Advisors 2026 Q2 1.1% Add +22.7% 27,668 $14M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.18% New 0.18% 19,200 $10M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 1.5% Add +1.0% 14,289 $7M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.01% Reduce −61.1% 9,219 $5M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.41% Reduce −7.8% 2,367 $1M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.25% Hold 1,550 $777K history
Mairs & Power 2026 Q2 0.01% Hold 1,241 $622K history
Hillman Capital Management 2026 Q2 0.27% Add +14.3% 750 $376K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Hold 438 $220K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% New <0.01% 16 $8K history
William Von Mueffling - Cantillon Capital Management exited 2026 Q2 last 2026 Q1 2.5% Exit −2.51% 769,698 $378M history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.07
DEFA14A
10-Q
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Aug 28, 2026 · 7 forms
4 Period Aug 24, 2026
4 Period Aug 20, 2026
4 Period Aug 22, 2026
4 Period Aug 19, 2026
4 Period Aug 11, 2026
4 Period Aug 7, 2026 · 2 forms
4 Period Aug 6, 2026
4 Period Aug 5, 2026
4 Period Aug 6, 2026
4 Period Jul 27, 2026
4 Period Jun 27, 2026 · 5 forms
4 Period May 20, 2026 · 2 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $42.86B $42.88B $44.56B
Net income $6.7B
Net margin * 15.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $24.59B $22.14B $28.71B
Total non-current assets * $74.14B $75.18B $81.64B
Total assets $98.73B $97.32B $110.34B
Total current liabilities $14.01B $13.33B $15.19B
Total equity $46.74B $49.58B $53.41B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.41B $8.67B $7.82B
Cash from investing -$5.14B -$5.84B -$4.05B
Cash from financing -$3.62B -$6.79B $1.8B
Net change in cash -$0.44B -$4.06B $5.84B

ownership over time

filing count by report period · click a bar for that quarter’s holders