Thermo Fisher Scientific (NYSE: TMO), founded by George Hatsopoulos, is one of the most important companies in global life sciences. Its instruments, diagnostics, and consumables support biotech firms, pharmaceutical manufacturers, and research institutions worldwide. Today, shares trade around $573, giving the company a market value of roughly $215 billion.
Because of its recurring revenue mix, scale advantages, and strong returns on capital, Thermo Fisher has become a core holding among the world’s largest asset managers. Looking at who owns the stock and how insiders are trading it offers insight into how informed investors view the company’s long term earnings outlook.
Who Are Thermo Fisher’s Top Shareholders?
Thermo Fisher’s shareholder base is anchored by major passive managers. These firms tend to hold through market cycles, keeping long term ownership stable. Active managers made meaningful moves on both sides, reflecting a blend of confidence and caution.
Thermo Fisher’s Largest Shareholders
- The Vanguard Group: 33,668,830 shares (8.96%), $19.28B value. Added 50,674 shares (+0.15%).
- BlackRock Institutional Trust: 17,092,108 shares (4.55%), $9.79B value. Added 148,165 shares (+0.87%).
- State Street Investment Management: 16,384,131 shares (4.36%), $9.38B value. Cut 96,834 shares (0.59%).
- Capital World Investors: 10,285,145 shares (2.74%), $5.89B value. Added 706,572 shares (+7.38%).
- Geode Capital Management: 8,170,052 shares (2.17%), $4.68B value. Added 55,265 shares (+0.68%).
- Fidelity Management & Research: 6,439,258 shares (1.71%), $3.69B value. Added 3,218,424 shares (+99.93%).
- T. Rowe Price Associates: 5,902,311 shares (1.57%), $3.38B value. Added 903,768 shares (+18.08%).
- Morgan Stanley Smith Barney: 5,689,424 shares (1.51%), $3.26B value. Added 81,665 shares (+1.46%).
- Norges Bank Investment Management: 5,585,297 shares (1.49%), $3.19B value. Cut 469,244 shares (7.75%).
- Putnam Investment Management: 3,611,016 shares (0.96%), $2.07B value. Added 263,757 shares (+7.88%).
- Capital Research Global Investors: 3,162,662 shares (0.84%), $1.81B value. Cut 2,270,997 shares (41.79%).
- Pictet Asset Management: 2,890,440 shares (0.77%), $1.66B value. Added 42,003 shares (+1.47%).
Vanguard, BlackRock, and State Street provide a stable foundation of long term ownership. At the same time, the sharp increases from Fidelity, T. Rowe Price, and Capital World Investors show rising conviction in Thermo Fisher’s earnings recovery. Reductions from Capital Research and Norges Bank indicate caution among some managers, creating a balanced but steady institutional base.
Hedge Fund Highlights
One highlight from last quarter is Glenview Capital’s major increase, lifting its Thermo Fisher position by 182.94% to roughly $137 million, signaling stronger conviction in the recovery of research tools and bioproduction demand.
Another notable move comes from First Pacific Advisors, which boosted its Thermo Fisher stake by 146.02% to about $104 million, suggesting the firm sees improving margin visibility and long term earnings momentum.
A third highlight is Armistice Capital’s 83.61% increase, bringing its holdings to roughly $26.7 million. These rising allocations reflect renewed interest in the long term compounding story built on the foundation established by company founder George Hatsopoulos.
Together, these increases show that several hedge funds may be positioning for multi year upside as life sciences spending stabilizes.
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Thermo Fisher’s Recent Insider Trades
Insider trades can offer a useful view of how confident executives may be feeling about the stock. Recent filings for Thermo Fisher show multiple transactions by officers Michel Lagarde, Frederick M. Lowery, and Thomas B. Shropshire Jr.
Recent Insider Activity
- Michel Lagarde (Officer): Sold 22,046 shares at $563.56, sold 2,521 shares at $584.11, sold 29,479 shares at $583.33, sold 30,000 shares at $581.92, and recorded 68,000 shares at $105.17 which may relate to vesting.
- Frederick M. Lowery (Officer): Sold 6,912 shares at $581.94, sold 6,913 shares at $597.68, and recorded 6,912 to 6,913 shares at $253.99 which may relate to compensation.
- Thomas B. Shropshire Jr. (Officer): Disposed 337 shares at $580.37.
- Other entries: Several (0) share filings by officers and directors that appear administrative rather than meaningful buys or sells.
These transactions do not shift overall ownership much, but they offer context on how leadership may be managing personal exposure at current price levels.
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What the Ownership & Insider Trade Data Tell Us
Thermo Fisher’s shareholder base is anchored by passive giants, while active managers show a mix of accumulation and trimming. Hedge fund increases point to rising optimism about the company’s long term earnings and margin trajectory. Insider selling appears moderate and largely tied to compensation timing.
For investors, the data suggests Thermo Fisher continues to be viewed as a durable compounder with strong fundamentals, improving demand visibility, and continued relevance across the life sciences ecosystem.
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