THERMO FISHER SCIENTIFIC INC (TMO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
127
Reporting holders
$829.9M
Reported value
0.0%
Calls
0.0%
Puts
-2,496
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $146.2M | 216,638 | 1.96% | 32q | -2.3%-$3.4M |
| Quintet Private Bank (Europe) S.A. | $59.5M | 88,084 | 2.61% | 2q | +48.2%+$19.3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $58.7M | 86,904 | 0.70% | 32q | +11.9%+$6.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $57.9M | 85,793 | 0.97% | 32q | -7.5%-$4.7M |
| Artemis Investment Management LLP | $57.2M | 84,793 | 0.50% | 32q | +105.5%+$29.4M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $53.2M | 78,800 | 4.58% | 15q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $42.9M | 63,581 | 2.69% | 13q | +0.5%+$214.7K |
| ATWOOD & PALMER INC | $39.4M | 58,434 | 2.03% | 32q | +6.7%+$2.5M |
| Fenimore Asset Management Inc | $36.3M | 53,830 | 0.80% | 2q | +781.0%+$32.2M |
| MassMutual Private Wealth & Trust, FSB | $34.3M | 50,766 | 0.90% | 32q | -2.6%-$910.0K |
| YHB Investment Advisors, Inc. | $32.6M | 48,299 | 2.06% | 32q | -1.4%-$465.1K |
| ROCKLAND TRUST CO | $23.4M | 34,723 | 0.90% | 32q | -46.3%-$20.2M |
| Private Capital Advisors, Inc. | $18.8M | 27,781 | 1.63% | 32q | HELD |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $18.6M | 27,500 | 3.51% | 32q | HELD |
| S.E.E.D. Planning Group LLC | $15.7M | 23,215 | 3.84% | 23q | -14.9%-$2.7M |
| Farther Finance Advisors, LLC | $10.0M | 14,829 | 0.07% | 16q | +13.2%+$1.2M |
| Mirador Capital Partners LP | $8.0M | 11,916 | 0.94% | 32q | HELD |
| Legacy Private Trust Co. | $7.4M | 10,913 | 0.40% | 32q | +3.1%+$223.4K |
| Brown Shipley& Co Ltd | $7.1M | 10,492 | 3.41% | 2q | HELD |
| GAMMA Investing LLC | $6.6M | 9,821 | 0.22% | 12q | +10.7%+$640.6K |
| BONNESS ENTERPRISES INC | $6.0M | 8,875 | 1.95% | 32q | HELD |
| PARK NATIONAL CORP /OH/ | $4.3M | 6,329 | 0.12% | 3q | +1067.7%+$3.9M |
| Coastline Trust Co | $4.2M | 6,191 | 0.39% | 32q | -3.4%-$146.5K |
| EASTERN BANK | $3.7M | 5,528 | 0.06% | 32q | -3.0%-$115.4K |
| Balefire, LLC | $3.2M | 4,720 | 0.50% | 18q | -10.6%-$376.0K |
| CONGRESS ASSET MANAGEMENT CO | $3.0M | 4,505 | 0.02% | 32q | -46.8%-$2.7M |
| DOLIVER ADVISORS, LP | $2.7M | 4,062 | 0.60% | 24q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.6M | 3,795 | 0.21% | 32q | -7.4%-$205.2K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.6M | 3,782 | 0.22% | 20q | -3.5%-$93.2K |
| Central Pacific Bank - Trust Division | $2.3M | 3,458 | 0.25% | 11q | +1.2%+$27.7K |
| DIVERSIFIED MANAGEMENT INC | $2.2M | 3,244 | 0.38% | 4q | +1.8%+$38.5K |
| Bell Asset Management Ltd | $2.2M | 3,242 | 0.79% | 14q | -73.2%-$6.0M |
| ANB BANK | $2.1M | 3,177 | 0.76% | 8q | -1.2%-$27.0K |
| Valeo Financial Advisors, LLC | $2.0M | 3,005 | 0.04% | 32q | +11.7%+$212.7K |
| Cooper Financial Group | $2.0M | 2,911 | 0.16% | 12q | +1.3%+$24.3K |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.9M | 2,852 | 0.38% | 32q | -2.3%-$45.9K |
| Wedmont Private Capital | $1.8M | 2,817 | 0.04% | 20q | +74.4%+$783.7K |
| Montecito Bank & Trust | $1.7M | 2,533 | 0.26% | 31q | -0.5%-$8.8K |
| Strong Retirement Solutions LLC | $1.6M | 2,354 | 0.89% | 4q | -3.5%-$58.1K |
| Everhart Financial Group, Inc. | $1.6M | 2,348 | 0.10% | 20q | +22.0%+$286.2K |
| Athena Wealth Management, LLC | $1.5M | 2,166 | 1.05% | 4q | +3.2%+$45.9K |
| Emprise Bank | $1.3M | 1,984 | 0.51% | 11q | -1.6%-$22.3K |
| Avidian Wealth Enterprises, LLC | $1.3M | 1,896 | 0.04% | 32q | +25.1%+$256.6K |
| Bath Savings Trust Co | $1.2M | 1,830 | 0.13% | 20q | -13.0%-$185.0K |
| Adelphi Trust Co | $1.1M | 1,702 | 0.76% | 4q | -1.0%-$12.2K |
| Venture Visionary Partners LLC | $1.1M | 1,676 | 0.03% | 24q | -20.8%-$297.2K |
| TOMPKINS FINANCIAL CORP | $1.1M | 1,675 | 0.08% | 31q | -3.8%-$45.2K |
| ARGENT CAPITAL MANAGEMENT LLC | $1.1M | 1,641 | 0.04% | 27q | -4.0%-$46.6K |
| Worth Asset Management, LLC | $1.1M | 1,632 | 0.32% | new | NEW |
| Grove Bank & Trust | $1.1M | 1,579 | 0.11% | 31q | -15.2%-$190.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.0M | 1,525 | 0.20% | 23q | +4.7%+$46.6K |
| Biltmore Wealth Management, LLC | $989.2K | 1,465 | 0.31% | 26q | -7.6%-$81.0K |
| Apella Capital, LLC | $946.3K | 1,429 | 0.01% | 18q | +12.6%+$106.0K |
| Davis Capital Management | $915.4K | 1,356 | 0.55% | 5q | +122.3%+$503.6K |
| Violich Capital Management, Inc. | $901.2K | 1,335 | 0.10% | 24q | +21.4%+$158.6K |
| HALL LAURIE J TRUSTEE | $872.8K | 1,294 | 0.28% | 30q | -8.4%-$80.3K |
| Castle Rock Wealth Management, LLC | $806.1K | 1,228 | 0.15% | 26q | -69.7%-$1.9M |
| Wealth Science Advisors LLC | $796.6K | 1,180 | 0.33% | 4q | -2.4%-$19.6K |
| Oak Grove Capital LLC | $791.2K | 1,172 | 0.04% | 26q | +0.9%+$6.8K |
| Versant Capital Management, Inc | $786.4K | 1,165 | 0.07% | 32q | +35.8%+$207.2K |
| Rosenberg Matthew Hamilton | $764.8K | 1,133 | 0.14% | 26q | -0.6%-$4.7K |
| HF Advisory Group, LLC | $762.1K | 1,129 | 0.23% | 2q | -54.2%-$902.5K |
| Canandaigua National Trust Co of Florida | $745.3K | 1,104 | 0.41% | 8q | +51.2%+$252.5K |
| ARMSTRONG ADVISORY GROUP, INC | $739.2K | 1,095 | 0.04% | 16q | +9.0%+$60.8K |
| Monument Capital Management | $685.5K | 1,016 | 0.14% | 32q | +20.8%+$118.1K |
| DAVIDSON TRUST CO | $659.5K | 977 | 0.26% | 9q | -6.7%-$47.3K |
| Kearns & Associates LLC | $638.6K | 946 | 0.29% | 16q | HELD |
| Bank of New Hampshire | $635.2K | 941 | 0.14% | 22q | -51.7%-$679.1K |
| ARGUS INVESTORS' COUNSEL, INC. | $619.0K | 917 | 0.48% | 4q | -1.2%-$7.4K |
| Gouws Capital LLC | $567.0K | 840 | 0.27% | 20q | HELD |
| CoreCap Advisors, LLC | $556.0K | 823 | 0.02% | 9q | -4.0%-$23.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $555.1K | 822 | 0.04% | 2q | +34.3%+$141.8K |
| Capital Advisors Wealth Management, LLC | $522.9K | 775 | 0.06% | 5q | +5.0%+$25.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $521.1K | 771 | 0.37% | 4q | -20.8%-$136.5K |
| Hickory Point Bank & Trust | $482.0K | 714 | 0.29% | 8q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $443.5K | 657 | 0.13% | 32q | -9.0%-$43.9K |
| Wealth Enhancement Trust Services, Inc. | $430.0K | 637 | 0.05% | 4q | -64.2%-$770.9K |
| New Covenant Trust Company, N.A. | $423.3K | 627 | 0.29% | 5q | +6.6%+$26.3K |
| Castleview Partners, LLC | $413.8K | 613 | 0.18% | 21q | -6.8%-$30.4K |
| Whalen Wealth Management Inc. | $411.1K | 609 | 0.18% | 6q | -17.5%-$87.1K |
| Hummer Financial Advisory Services Inc | $408.7K | 605 | 0.27% | 26q | HELD |
| Atlas Brown,Inc. | $406.7K | 603 | 0.11% | 27q | +0.7%+$2.7K |
| FIRST COMMUNITY TRUST NA | $382.8K | 567 | 0.13% | 20q | HELD |
| Breakwater Capital Group | $375.8K | 557 | 0.04% | 13q | -2.3%-$8.8K |
| Echo45 Advisors LLC | $373.3K | 553 | 0.17% | 20q | +29.2%+$84.4K |
| RIVERSEDGE ADVISORS, LLC | $364.7K | 540 | 0.04% | new | NEW |
| CENTRAL BANK & TRUST CO | $363.9K | 539 | 0.05% | 32q | -70.3%-$860.0K |
| Financial Symmetry Inc | $359.3K | 532 | 0.11% | 2q | +6.8%+$23.0K |
| BOS Asset Management, LLC | $343.6K | 509 | 0.08% | 6q | HELD |
| Bill Few Associates, Inc. | $342.9K | 508 | 0.07% | 12q | -1.9%-$6.8K |
| Red Spruce Capital, LLC | $340.2K | 504 | 0.12% | 27q | HELD |
| SAPIENT CAPITAL LLC | $316.1K | 468 | 0.00% | 12q | -73.6%-$879.5K |
| Miller Global Investments, LLC | $301.7K | 447 | 0.24% | 4q | -5.9%-$18.9K |
| Veracity Capital LLC | $295.5K | 438 | 0.08% | 5q | +7.9%+$21.6K |
| Veery Capital, LLC | $286.2K | 424 | 0.08% | 5q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $280.2K | 415 | 0.07% | new | NEW |
| Sound Income Strategies, LLC | $276.6K | 424 | 0.01% | 31q | -6.8%-$20.2K |
| Byrne Asset Management LLC | $271.4K | 416 | 0.15% | 20q | -1.2%-$3.3K |
| Global Wealth Strategies & Associates | $270.7K | 401 | 0.05% | new | NEW |
| RFG - Bristol Wealth Advisors, LLC | $256.9K | 381 | 0.06% | 8q | -5.5%-$14.8K |
Showing the largest 100 of 134 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Shafer Michael D | Executive Vice President | Sold | 25,500 | $15.3M ×2 |
| 2026-08-05 | CASPER MARC N | Chairman & CEO | Sold | 15,000 | $8.6M ×22 |
| 2026-08-06 | CASPER MARC N | Chairman & CEO | Sold | 15,000 | $8.6M ×18 |
| 2026-08-19 | Britt Lisa P. | Sr. VP and Chief HR Officer | Sold | 11,440 | $7.0M |
| 2026-08-20 | CASPER MARC N | Chairman & CEO | Sold | 10,000 | $6.3M ×9 |
| 2026-08-21 | CASPER MARC N | Chairman & CEO | Sold | 10,000 | $6.3M ×5 |
| 2026-08-06 | Britt Lisa P. | Sr. VP and Chief HR Officer | Sold | 5,850 | $3.4M |
| 2026-08-07 | CASPER MARC N | Chairman & CEO | Sold | 4,883 | $2.9M ×27 |
| 2026-08-31 | Pettiti Gianluca | President & COO | Sold | 4,133 | $2.5M ×2 |
| 2026-08-07 | Holmes Joseph R. | VP & Chief Accounting Officer | Sold | 420 | $245.6K |
| 2026-07-27 | Pettiti Gianluca | President & COO | Sold | 400 | $226.0K |
| 2026-04-27 | Pettiti Gianluca | President & COO | Sold | 400 | $185.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 127 | $829.9M | 1,229,519 | 12 | 39 | 55 | 0.0% |
| Q2 2026 | 2,623 | $182.8B | 358,380,847 | 176 | 909 | 1,057 | 1.3% |
| Q1 2026 | 2,603 | $168.1B | 336,042,860 | 139 | 898 | 1,004 | 1.3% |
| Q4 2025 | 2,711 | $235.9B | 378,168,955 | 208 | 860 | 952 | 1.5% |
| Q3 2025 | 2,519 | $169.2B | 340,572,720 | 219 | 901 | 900 | 2.5% |
| Q2 2025 | 2,460 | $140.1B | 337,693,553 | 153 | 869 | 996 | 2.2% |
| Q1 2025 | 2,581 | $170.0B | 338,025,076 | 130 | 943 | 925 | 1.2% |
| Q4 2024 | 2,622 | $179.8B | 340,450,064 | 103 | 813 | 1,018 | 1.4% |
| Q3 2024 | 2,581 | $215.6B | 343,711,000 | 139 | 924 | 895 | 1.6% |
| Q2 2024 | 2,553 | $193.3B | 345,370,230 | 127 | 962 | 832 | 1.3% |
| Q1 2024 | 2,540 | $214.8B | 365,488,622 | 148 | 914 | 881 | 1.2% |
| Q4 2023 | 2,498 | $194.2B | 359,023,784 | 137 | 796 | 916 | 1.9% |
| Q3 2023 | 2,368 | $175.9B | 342,476,404 | 107 | 879 | 801 | 1.4% |
| Q2 2023 | 2,390 | $182.2B | 342,760,116 | 119 | 838 | 881 | 1.4% |
| Q1 2023 | 2,389 | $205.8B | 353,704,141 | 121 | 779 | 927 | 1.4% |
| Q4 2022 | 2,380 | $194.1B | 346,270,314 | 121 | 777 | 846 | 1.8% |
| Q3 2022 | 2,272 | $179.1B | 347,284,236 | 96 | 820 | 759 | 1.6% |
| Q2 2022 | 2,289 | $188.8B | 343,769,893 | 100 | 755 | 881 | 1.1% |
| Q1 2022 | 2,325 | $206.2B | 345,247,053 | 120 | 762 | 880 | 1.3% |
| Q4 2021 | 2,349 | $235.8B | 346,562,585 | 148 | 768 | 752 | 2.1% |
| Q3 2021 | 2,138 | $201.1B | 345,695,377 | 138 | 717 | 740 | 1.8% |
| Q2 2021 | 2,084 | $176.0B | 344,243,548 | 137 | 805 | 701 | 1.3% |
| Q1 2021 | 2,045 | $159.8B | 345,655,155 | 110 | 777 | 716 | 1.3% |
| Q4 2020 | 2,035 | $167.6B | 350,736,539 | 148 | 687 | 683 | 1.6% |
| Q3 2020 | 1,856 | $157.1B | 352,715,131 | 152 | 575 | 711 | 0.9% |
| Q2 2020 | 1,755 | $129.4B | 354,545,173 | 164 | 559 | 669 | 0.8% |
| Q1 2020 | 1,679 | $101.2B | 354,380,057 | 118 | 575 | 683 | 0.7% |
| Q4 2019 | 1,689 | $118.8B | 363,338,554 | 110 | 480 | 600 | 0.7% |
| Q3 2019 | 1,553 | $106.5B | 363,486,512 | 72 | 500 | 559 | 0.6% |
| Q2 2019 | 1,566 | $106.5B | 360,133,991 | 106 | 519 | 567 | 0.7% |
| Q1 2019 | 1,532 | $98.5B | 358,478,117 | 139 | 481 | 567 | 0.4% |
| Q4 2018 | 1,460 | $81.3B | 360,596,577 | 11 | 27 | 24 | 0.8% |