THERMO FISHER SCIENTIFIC INC TMO
COM · Common Stock · CUSIP 883556102 · ISIN US8835561023
Multinational company providing scientific instrumentation
- SectorTechnology
- IndustryMeasuring & Controlling Devices, NEC
- HeadquartersWaltham, MA
- Founded2006
- Websitethermofisher.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($715.4m this quarter). Holder counts are more reliable. Shares outstanding: 381.7m as of 2024-03-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $580.98. Options: 47 managers hold calls ($1.1bn notional), 49 hold puts ($1.4bn).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,271 |
| Q4 2022 | 2,378 |
| Q1 2023 | 2,391 |
| Q2 2023 | 2,392 |
| Q3 2023 | 2,371 |
| Q4 2023 | 2,495 |
| Q1 2024 | 2,534 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 987 | 1,005 |
| Q1 2023 | 994 | 1,110 |
| Q2 2023 | 1,041 | 1,082 |
| Q3 2023 | 1,081 | 1,023 |
| Q4 2023 | 1,014 | 1,115 |
| Q1 2024 | 1,166 | 1,084 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.2bn | $1.3bn | 1.13 |
| Q3 2023 | $1.2bn | $1.3bn | 1.02 |
| Q4 2023 | $2.0bn | $1.7bn | 0.84 |
| Q1 2024 | $1.1bn | $1.4bn | 1.26 |
Biggest buyers
| MORGAN STANLEY | Added | +10.2m |
| FRANKLIN RESOURCES INC | Added | +1.6m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| Capital World Investors | Added | +1.2m |
| POLEN CAPITAL MANAGEMENT LLC | Added | +1.2m |
| T. Rowe Price Investment Management, Inc. | Added | +823.3k |
| BlackRock Inc. | Added | +650.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +543.9k |
| AMERIPRISE FINANCIAL INC | Added | +493.3k |
| NORGES BANK | Added | +449.4k |
Biggest sellers
| TCI FUND MANAGEMENT LTD | Reduced | -1.6m |
| FMR LLC | Reduced | -931.6k |
| Winslow Capital Management, LLC | Reduced | -627.9k |
| AXA S.A. | Reduced | -615.2k |
| 1832 Asset Management L.P. | Reduced | -581.4k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -441.2k |
| CITADEL ADVISORS LLC | Reduced | -428.2k |
| MARSHALL WACE, LLP | Reduced | -420.1k |
| VIKING GLOBAL INVESTORS LP | Reduced | -410.0k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -405.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $314.6m541.2k shares |
| CITADEL ADVISORS LLC | Reduced | $138.4m238.1k shares |
| JANE STREET GROUP, LLC | Reduced | $81.0m139.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $60.3m103.8k shares |
| UBS Group AG | Reduced | $52.9m91.0k shares |
| IMC-Chicago, LLC | Reduced | $50.4m86.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $39.1m67.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $37.1m63.8k shares |
| Squarepoint Ops LLC | Added | $27.3m47.0k shares |
| Jefferies Financial Group Inc. | Added | $27.2m46.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $236.3m406.5k shares |
| CITADEL ADVISORS LLC | Added | $200.4m344.8k shares |
| JANE STREET GROUP, LLC | Added | $166.6m286.6k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $133.7m230.0k shares |
| UBS Group AG | Reduced | $66.5m114.5k shares |
| CITIGROUP INC | Reduced | $45.5m78.2k shares |
| Squarepoint Ops LLC | Added | $41.9m72.1k shares |
| IMC-Chicago, LLC | Reduced | $40.0m68.8k shares |
| Eisler Capital (UK) Ltd. | Added | $38.7m66.6k shares |
| SIMPLEX TRADING, LLC | Added | $36.6m62.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 3 | $45.0m | — |
| Q3 2022 | 0 | — | 4 | $44.8m | — |
| Q4 2022 | 0 | — | 3 | $51.7m | — |
| Q1 2023 | 0 | — | 2 | $38.4m | — |
| Q2 2023 | 1 | $2.1k | 1 | $17.2m | $17.2m |
| Q3 2023 | 0 | — | 3 | $35.2m | $33.5m |
| Q4 2023 | 0 | — | 1 | $14.3m | $14.3m |
| Q1 2024 | 0 | — | 4 | $60.4m | $60.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-13 | CASPER MARC N Chairman & CEO, director | Sold plan | $5.9m10.0k shares |
| 2024-03-12 | Britt Lisa P. Sr. VP and Chief HR Officer | Sold plan | $8.6m14.3k shares |
| 2024-03-12 | CASPER MARC N Chairman & CEO, director | Sold plan | $6.0m10.0k shares |
| 2024-03-11 | CASPER MARC N Chairman & CEO, director | Sold plan | $6.0m10.0k shares |
| 2024-02-29 | CASPER MARC N Chairman & CEO, director | Sold plan | $5.7m10.0k shares |
| 2024-02-28 | CASPER MARC N Chairman & CEO, director | Sold plan | $5.7m10.0k shares |
| 2024-02-27 | CASPER MARC N Chairman & CEO, director | Sold plan | $5.6m10.0k shares |
| 2024-02-15 | CASPER MARC N Chairman & CEO, director · By Floral Park Associates, Inc. | Sold plan | $3.1m5.5k shares |
| 2024-02-12 | Spar Debora L Director | Sold | $89.7k164 shares |
| 2024-02-07 | Boxer Michael A SVP and General Counsel | Sold plan | $8.2m14.6k shares |
| 2024-02-07 | CASPER MARC N Chairman & CEO, director · By Floral Park Associates, Inc. | Sold plan | $5.6m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.55% of their portfolio | 35.3m $20.5bn | Added +10.2m |
| VANGUARD GROUP INC 0.38% of their portfolio | 33.1m $19.2bn | Added +117.4k |
| BlackRock Inc. 0.39% of their portfolio | 29.0m $16.8bn | Added +650.0k |
| STATE STREET CORP 0.43% of their portfolio | 16.6m $9.6bn | Added +107.1k |
| Capital World Investors 1.30% of their portfolio | 13.5m $7.8bn | Added +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.72% of their portfolio | 10.1m $5.8bn | Added +156.7k |
| JPMORGAN CHASE & CO 0.23% of their portfolio | 8.8m $5.1bn | Added +1.3m |
| Capital Research Global Investors 1.07% of their portfolio | 8.1m $4.7bn | Added +123.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.40% of their portfolio | 7.5m $4.3bn | Added +203.3k |
| FMR LLC 0.27% of their portfolio | 6.9m $4.0bn | Reduced -931.6k |
| NORGES BANK 0.54% of their portfolio | 5.9m $3.4bn | Added +449.4k |
| BANK OF AMERICA CORP /DE/ 0.29% of their portfolio | 5.1m $3.0bn | Added +184.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.75% of their portfolio | 4.3m $2.5bn | Added +126.9k |
| FRANKLIN RESOURCES INC 0.75% of their portfolio | 4.1m $2.4bn | Added +1.6m |
| NORTHERN TRUST CORP 0.37% of their portfolio | 3.7m $2.1bn | Reduced -119.6k |
| POLEN CAPITAL MANAGEMENT LLC 4.37% of their portfolio | 3.3m $1.9bn | Added +1.2m |
| ROYAL BANK OF CANADA 0.45% of their portfolio | 3.2m $1.8bn | Reduced -61.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.32% of their portfolio | 3.1m $1.8bn | Added +82.4k |
| Bank of New York Mellon Corp 0.31% of their portfolio | 2.8m $1.6bn | Reduced -159.5k |
| PRIMECAP MANAGEMENT CO/CA/ 1.20% of their portfolio | 2.8m $1.6bn | Reduced -245.3k |
| Pictet Asset Management Holding SA 1.62% of their portfolio | 2.6m $1.5bn | Reduced -64.4k |
| Fisher Asset Management, LLC 0.68% of their portfolio | 2.5m $1.5bn | Reduced -74.3k |
| Legal & General Group Plc 0.42% of their portfolio | 2.5m $1.4bn | Reduced -53.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.32% of their portfolio | 2.3m $1.4bn | Added +71.2k |
| UBS Group AG 0.44% of their portfolio | 2.3m $1.3bn | Added +191.9k |
| Clearbridge Investments, LLC 1.03% of their portfolio | 2.2m $1.3bn | Added +8.0k |
| Amundi 0.51% of their portfolio | 2.2m $1.2bn | Reduced -287.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.45% of their portfolio | 2.2m $1.3bn | Added +543.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.07% of their portfolio | 2.0m $1.1bn | Reduced -371.3k |
| GOLDMAN SACHS GROUP INC 0.24% of their portfolio | 2.0m $1.1bn | Added +12.4k |
| AMERIPRISE FINANCIAL INC 0.30% of their portfolio | 1.9m $1.1bn | Added +493.3k |
| ALLIANCEBERNSTEIN L.P. 0.38% of their portfolio | 1.9m $1.1bn | Added +19.3k |
| LAZARD ASSET MANAGEMENT LLC 1.30% of their portfolio | 1.8m $1.1bn | Reduced -37.2k |
| DIMENSIONAL FUND ADVISORS LP 0.27% of their portfolio | 1.7m $999.9m | Added +10.2k |
| BROWN ADVISORY INC 1.32% of their portfolio | 1.7m $985.9m | Reduced -198.0k |
| Veritas Asset Management LLP 7.13% of their portfolio | 1.7m $982.4m | Reduced -1.9k |
| GENERATION INVESTMENT MANAGEMENT LLP 4.39% of their portfolio | 1.7m $962.2m | Reduced -125.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% of their portfolio | 1.6m $920.4m | Reduced -27.8k |
| BARCLAYS PLC 0.40% of their portfolio | 1.5m $884.3m | Reduced -11.8k |
| TCI FUND MANAGEMENT LTD 2.22% of their portfolio | 1.5m $882.1m | Reduced -1.6m |
| WELLS FARGO & COMPANY/MN 0.23% of their portfolio | 1.5m $881.9m | Added +3.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 1.20% of their portfolio | 1.5m $867.0m | Reduced -292.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 1.01% of their portfolio | 1.5m $857.5m | Added +169.9k |
| Alecta Tjanstepension Omsesidigt 4.69% of their portfolio | 1.4m $819.8m | Unchanged |
| Unisphere Establishment 8.22% of their portfolio | 1.4m $813.7m | Added +50.0k |
| PARNASSUS INVESTMENTS, LLC 1.70% of their portfolio | 1.4m $797.6m | Reduced -14.0k |
| FLOSSBACH VON STORCH SE 3.39% of their portfolio | 1.3m $778.4m | Reduced -15.4k |
| Invesco Ltd. 0.17% of their portfolio | 1.3m $774.3m | Reduced -341.7k |
| JANUS HENDERSON GROUP PLC 0.42% of their portfolio | 1.3m $768.9m | Reduced -24.6k |
| Nuveen Asset Management, LLC 0.22% of their portfolio | 1.3m $734.0m | Reduced -4.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.71% of their portfolio | 1.3m $727.6m | Reduced -441.2k |
| Ensign Peak Advisors, Inc 1.29% of their portfolio | 1.2m $708.9m | Added +132.8k |
| DEUTSCHE BANK AG\ 0.33% of their portfolio | 1.2m $708.4m | Reduced -95.9k |
| Swedbank AB 1.00% of their portfolio | 1.2m $705.6m | Added +8.2k |
| C WorldWide Group Holding A/S 7.86% of their portfolio | 1.2m $689.9m | Reduced -7.8k |
| NEUBERGER BERMAN GROUP LLC 0.57% of their portfolio | 1.2m $689.5m | Added +13.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.46% of their portfolio | 1.2m $674.0m | Reduced -8.5k |
| Swiss National Bank 0.47% of their portfolio | 1.2m $672.5m | Reduced -49.8k |
| LOOMIS SAYLES & CO L P 0.96% of their portfolio | 1.2m $672.5m | Added +1.7k |
| Longview Partners (Guernsey) LTD 4.28% of their portfolio | 1.1m $662.1m | Reduced -32.6k |
| HSBC HOLDINGS PLC 0.45% of their portfolio | 1.1m $629.6m | Added +217.1k |
| California Public Employees Retirement System 0.43% of their portfolio | 1.1m $611.9m | Reduced -5.4k |
| Temasek Holdings (Private) Ltd 3.32% of their portfolio | 1.0m $599.9m | Reduced -227.3k |
| CITIGROUP INC 0.64% of their portfolio | 1.0m $591.4m | Added +32.4k |
| WCM INVESTMENT MANAGEMENT, LLC 1.36% of their portfolio | 986.6k $573.4m | Reduced -3.2k |
| Corient Private Wealth LP 0.97% of their portfolio | 939.8k $546.0m | Reduced -3.8k |
| FIRST MANHATTAN CO. LLC. 1.72% of their portfolio | 913.5k $530.9m | Reduced -4.3k |
| 1832 Asset Management L.P. 0.97% of their portfolio | 913.3k $530.8m | Reduced -581.4k |
| Allianz Asset Management GmbH 0.88% of their portfolio | 898.6k $522.3m | Reduced -38.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.27% of their portfolio | 875.9k $509.1m | Added +7.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.19% of their portfolio | 872.7k $507.2m | Added +160.9k |
| Cantillon Capital Management LLC 3.16% of their portfolio | 864.7k $502.6m | Reduced -17.3k |
| CREDIT SUISSE AG/ 0.48% of their portfolio | 859.9k $499.8m | Added +45.1k |
| BlueSpruce Investments, LP 8.76% of their portfolio | 843.2k $490.1m | Reduced -232.3k |
| BESSEMER GROUP INC 0.88% of their portfolio | 835.3k $485.5m | Reduced -15.6k |
| T. Rowe Price Investment Management, Inc. 0.29% of their portfolio | 829.1k $481.9m | Added +823.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.59% of their portfolio | 827.4k $480.9m | Added +328.9k |
| KING LUTHER CAPITAL MANAGEMENT CORP 2.10% of their portfolio | 802.0k $466.1m | Reduced -12.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.73% of their portfolio | 797.4k $463.5m | Reduced -405.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.26% of their portfolio | 775.2k $450.5m | Added +166.5k |
| Sustainable Growth Advisers, LP 1.87% of their portfolio | 767.4k $446.0m | Reduced -16.4k |
| DekaBank Deutsche Girozentrale 0.83% of their portfolio | 767.2k $442.9m | Added +71.1k |
| Mirova US LLC 5.98% of their portfolio | 764.8k $444.5m | Reduced -13.6k |
| BANK OF MONTREAL /CAN/ 0.14% of their portfolio | 741.3k $442.5m | Reduced -303.8k |
| VONTOBEL ASSET MANAGEMENT INC 2.46% of their portfolio | 718.9k $443.2m | Reduced -227.2k |
| RHUMBLINE ADVISERS 0.40% of their portfolio | 713.0k $414.4m | Added +412 |
| Impax Asset Management Group plc 1.56% of their portfolio | 705.0k $408.7m | Reduced -48.7k |
| Stockbridge Partners LLC 8.43% of their portfolio | 704.4k $409.4m | Reduced -21.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.54% of their portfolio | 699.7k $406.6m | Reduced -13.4k |
| Rathbones Group PLC 2.30% of their portfolio | 684.5k $397.8m | Added +67.1k |
| STIFEL FINANCIAL CORP 0.44% of their portfolio | 657.7k $382.3m | Reduced -5.5k |
| CIBC Private Wealth Group LLC 0.72% of their portfolio | 635.1k $366.7m | Reduced -7.8k |
| BAILLIE GIFFORD & CO 0.29% of their portfolio | 631.2k $366.9m | Reduced -39.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.46% of their portfolio | 628.5k $365.3m | Added +5.7k |
| Robeco Institutional Asset Management B.V. 0.79% of their portfolio | 626.1k $363.9m | Added +75.8k |
| MACKENZIE FINANCIAL CORP 0.52% of their portfolio | 615.9k $358.0m | Added +2.0k |
| National Pension Service 0.42% of their portfolio | 605.5k $351.9m | Added +8.4k |
| AXA S.A. 1.05% of their portfolio | 605.5k $351.9m | Reduced -615.2k |
| TD Asset Management Inc 0.32% of their portfolio | 588.5k $342.0m | Reduced -177.5k |
| Harding Loevner LP 2.10% of their portfolio | 585.2k $340.1m | Reduced -42.8k |