TMO
Thermo Fisher Scientific Inc
13 of the 83 super-investors we track hold TMO, worth a combined $3.38B per their latest 13F filings. The largest position: Lindsell Train at 9.8% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 47 of 100 (how strongly the cohort backs it) — ranked #55 of 742 stocks.
Why super-investors own TMO
TMO is held by 13 super-investors in our cohort, with a combined position value of $3.4B. The highest-conviction owner is Lindsell Train at 9.8% of their portfolio. Cohort ownership has shrunk from 13 to 12 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Thermo Fisher Scientific (TMO) Launches New Research Tools As Fair Value Debate Tightenssimplywall.st ·
- (TMO) and the Role of Price-Sensitive AllocationsStock Traders Daily ·
- TMO Looks 6.3% Overvalued on GF Value™ as Momentum and ProfitabiGuruFocus ·
- Thermo Fisher Scientific Inc. (TMO) News, Articles, Events & Latest UpdatesStocktwits ·
- What Thermo Fisher Scientific (TMO)'s New Orbitrap Isora Platform Means For Shareholderssimplywall.st ·
- Here's How Much $1000 Invested In Thermo Fisher Scientific 10 Years Ago Would Be Worth TodayBenzinga ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (13) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.8% | 40q | $1.53B | 3,054,778 |
| 2 | Viking Global Investors | 2.8% | 25q | $971M | 1,937,415 |
| 3 | Joel Greenblatt | 0.2% | 40q | $288M | 574,992 |
| 4 | Lindsell Train | 9.8% | 7q | $258M | 514,512 |
| 5 | First Pacific Advisors | 1.5% | 33q | $124M | 248,244 |
| 6 | Harry Burn | 2.6% | 18q | $83M | 165,318 |
| 7 | Wallace Weitz | 4.0% | 39q | $58M | 115,200 |
| 8 | Thomas Gayner | 0.3% | 19q | $37M | 73,100 |
| 9 | David Katz | 1.1% | 40q | $14M | 27,668 |
| 10 | Stanley Druckenmiller | 0.2% | 2q | $10M | 19,200 |
| 11 | Robert Olstein | 0.7% | 17q | $3M | 6,750 |
| 12 | Mairs & Power Funds | <0.1% | 40q | $622K | 1,241 |
| 13 | Hillman Capital Management | 0.3% | 4q | $376K | 750 |
- 1Dodge & Cox Fundsport0.8%val$1.53B3,054,778 sh·40q held
- 2Viking Global Investorsport2.8%val$971M1,937,415 sh·25q held
- 3Joel Greenblattport0.2%val$288M574,992 sh·40q held
- 4Lindsell Trainport9.8%val$258M514,512 sh·7q held
- 5First Pacific Advisorsport1.5%val$124M248,244 sh·33q held
- 6Harry Burnport2.6%val$83M165,318 sh·18q held
- 7Wallace Weitzport4.0%val$58M115,200 sh·39q held
- 8Thomas Gaynerport0.3%val$37M73,100 sh·19q held
- 9David Katzport1.1%val$14M27,668 sh·40q held
- 10Stanley Druckenmillerport0.2%val$10M19,200 sh·2q held
- 11Robert Olsteinport0.7%val$3M6,750 sh·17q held
- 12Mairs & Power Fundsport<0.1%val$622K1,241 sh·40q held
- 13Hillman Capital Managementport0.3%val$376K750 sh·4q held
Owners of TMO also hold
Congress is trading TMO
Congress tracker →- Dwight Evanssold$1,001 - $15,000 · 2026-05-07
- Lisa McClainsold$1,001 - $15,000 · 2025-10-31
- Lisa McClainsold$1,001 - $15,000 · 2025-10-30
- Lisa McClainbought$1,001 - $15,000 · 2025-10-30
- Valerie Hoylesold$1,001 - $15,000 · 2025-09-23
- Kelly Louise Morrisonsold$15,001 - $50,000 · 2025-08-19
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.2% | +100% | $10M | Aug 14, 2026 |
| William Von Mueffling | EXIT | 2.5% | -100% | $0 | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP 883556102. Not investment advice.