Follow-The-Filings

Security

TMO

Thermo Fisher Scientific Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

26 owners 3 new 4 exits max 9.8% (Lindsell Train - Lindsell...)

owners 26
rank #33
master % 0.12%
max % 9.8%
tracked value $44.3B
qoq N 3 A 13 R 5 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 9.8% Reduce +0.14 pp 514,512 $258M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 4.2% Reduce -0.48 pp 121,000 $59M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 3.2% New 3.2% 725,005 $356M hist
Glenview Capital Management, LLC 2026 Q1 3.1% Add +0.45 pp 250,525 $123M hist
Farallon Capital Management LLC 2026 Q1 2.5% Add +0.73 pp 881,485 $433M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 2.3% Add +1.07 pp 1,668,025 $820M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 1.6% Add -0.25 pp 14,146 $7B hist
First Pacific Advisors, LP 2026 Q1 1.5% Add -0.14 pp 221,896 $109M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 1.1% Add +0.11 pp 27,668 $13.9B hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.7% Exit -0.72 pp 6,750 $3M hist
Natixis Advisors, LLC 2026 Q1 0.4% Reduce -0.11 pp 550,207 $270M hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add +0.04 pp 34,133,702 $19.8B hist
Hillman Capital Management, Inc. 2026 Q1 0.2% Add -0.01 pp 656 $322M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Reduce -0.06 pp 353,541 $174M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add 0.00 pp 102,065 $50M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 138,964 $68M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.07 pp 302,848 $149M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.01 pp 864,489 $425M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.03 pp 14,487 $7M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 2,196 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 70,696 $35M hist
Dodge & Cox 2026 Q1 0.0% 25,741 $13M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 9,300 $5M hist
Mairs & Power Inc. 2026 Q1 0.0% 1,241 $610 hist
Kentucky Trust Co. 2026 Q2 stale 0.0% New 0.0% 16 $8M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% 438 $215 hist
William Von Mueffling - Cantillon Capital Management LLC exited 2026 Q2 last 2026 Q1 2.5% Exit -2.51 pp 769,698 $378M hist
Dan Loeb - Third Point LLC exited 2026 Q1 last 2025 Q4 0.4% Exit -0.40 pp 50,000 $29M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 2,307 $1M hist
Bill Nygren / Oakmark - Harris Associates L P exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 541 $313 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4
8-K 2.02,9.01
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
8-K 5.07
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
DEFA14A DEFA14A
10-Q 10-Q
4 PRIMARY DOCUMENT
8-K 2.02,9.01
DEFA14A DEFA14A
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT

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
Gross profit
Gross margin
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 non-current liabilities
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 -$440M -$4.06B $5.84B

ownership over time

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