Clients
Grantham Mayo Van Otterloo & serves 170 clients, 53 of them pooled investment vehicles. The average client has about $476 million with the firm.
- Investment companies40 clients24%
- Pooled investment vehicles53 clients31%
- Pension and profit-sharing plans15 clients9%
- Charitable organizations16 clients9%
- State or municipal government entities9 clients5%
- OtherOther investment advisers, Corporations and other businesses, Other, Insurance companies22%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 40 | $19,052,563,596 | 23.5% | $476.3M |
| Pooled investment vehicles | 53 | $25,244,646,764 | 31.2% | $476.3M |
| Pension and profit-sharing plans | 15 | $7,144,711,348 | 8.8% | $476.3M |
| Charitable organizations | 16 | $7,621,025,438 | 9.4% | $476.3M |
| State or municipal government entities | 9 | $4,286,826,809 | 5.3% | $476.3M |
| Other investment advisers | 7 | $3,334,198,629 | 4.1% | $476.3M |
| Insurance companies | 1 | $476,314,090 | 0.6% | $476.3M |
| Corporations and other businesses | 13 | $6,192,083,169 | 7.6% | $476.3M |
| Other | 16 | $7,621,025,438 | 9.4% | $476.3M |
| Total | 170 | $80,973,395,281 | 100% | $476.3M |
- Clients
- 40
- Regulatory AUM
- $19,052,563,596
- Share
- 23.5%
- Avg. per client
- $476.3M
- Clients
- 53
- Regulatory AUM
- $25,244,646,764
- Share
- 31.2%
- Avg. per client
- $476.3M
- Clients
- 15
- Regulatory AUM
- $7,144,711,348
- Share
- 8.8%
- Avg. per client
- $476.3M
- Clients
- 16
- Regulatory AUM
- $7,621,025,438
- Share
- 9.4%
- Avg. per client
- $476.3M
- Clients
- 9
- Regulatory AUM
- $4,286,826,809
- Share
- 5.3%
- Avg. per client
- $476.3M
- Clients
- 7
- Regulatory AUM
- $3,334,198,629
- Share
- 4.1%
- Avg. per client
- $476.3M
- Clients
- 1
- Regulatory AUM
- $476,314,090
- Share
- 0.6%
- Avg. per client
- $476.3M
- Clients
- 13
- Regulatory AUM
- $6,192,083,169
- Share
- 7.6%
- Avg. per client
- $476.3M
- Clients
- 16
- Regulatory AUM
- $7,621,025,438
- Share
- 9.4%
- Avg. per client
- $476.3M
Total
- Clients
- 170
- Regulatory AUM
- $80,973,395,281
- Share
- 100%
- Avg. per client
- $476.3M
What it does
Grantham Mayo Van Otterloo & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars. It is paid through a percentage of assets and performance-based fees.
Grantham Mayo Van Otterloo & advises 38 private funds.
98.1% of assets ($79.41B across 161 accounts) are managed with discretion; $1.57B across 9 accounts are not. 40% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks69%
- Funds3%
- Bonds16%
- Sovereign bonds12%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash3%
- Other8%
- Derivatives7%
- Cash collateral and asset backed securities1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Grantham Mayo Van Otterloo &’s client accounts are held mainly at State Street Trustees Limited, with 6% of managed assets, and State Street Bank and Trust, with 6%. Grantham Mayo Van Otterloo & has custody of $5.73B for 27 clients.
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $4.84B6%
- State Street Trust Company CanadaState Street Trust Company Canada · Toronto · $3.08B4%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $3.66B5%
- CIBC Mellon TrustCIBC Mellon Trust Company · Toronto · $1.33B2%
- The Bank of New York Mellon - London BranchThe Bank of New York Mellon - London Branch · London · $1.18B1%
- OtherState Street International (ireland) Limited, State Street Trustees Limited, State Street Bank and Trust Company - Singapore Branch, State Street Cayman Trust, State Street Bank and Trust Company - Hong Kong Branch, State Street Bank and Trust Company - Tokyo Branch, All other custodians83%
Ownership and leadership
Scott Hayward is CEO of Grantham Mayo Van Otterloo &.
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Robert Grantham
since December 1979
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Richard Mayo
since December 1979
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Eyk Van Otterloo
since December 1979
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Scott Hayward
Control person · since February 2017
Leadership
- Scott HaywardMember; Board Member; Chief Executive Officer
- Dina SantoroMember; Chief Operating Officer
- Gregory PottleMember; Chief Compliance Officer
- Alexander BarkMember; Head of Global Client Relations
- Robert GranthamFounding Member; Board Member
- Mitchell HarrisBoard Member
- Anthony HeneBoard Member
- Benjamin InkerMember; Board Member; C0-Head of Asset Allocation
- Andrew MartinMember; Head of Investment Product Strategy
- Richard MayoCapital Member
- Andrea MullerBoard Member
- Mark NitzbergBoard Member
- Simon PrykeBoard Member
- Georgios SakoulisMember; Head of Investment Teams
- Hylton SocherMember; Chief Technology Officer
- Eyk Van OtterlooFounding Member
- Philip ZachosMember; General Counsel
- Nicole ZimmermanMember; Director of Human Resources
Staff
- 365 employees
- 91 in advisory functions
- 43 broker-dealer reps
- 4 soliciting firms
Reported holdings
Grantham Mayo Van Otterloo &’s reported 13F holdings total $44.40B across 663 positions, and the ten largest make up 41.2% of it.
- $44.40B
- Reported 13F value
- 663
- Positions
- 41.2%
- In the 10 largest
- +13.6%
- Value vs. prior quarter
- Microsoft Corp.5.7%
- Lam Research Corp.5.3%
- Alphabet Inc. · Cap Stk CL A4.9%
- Apple Inc.4.5%
- Meta Platforms Inc. · CL A4.4%
- Johnson & Johnson4.1%
- Amazon Com Inc.3.3%
- Texas Instrs Inc.3.1%
- Thermo Fisher Scientific Inc.3.1%
- Broadcom Inc.2.8%
Together, the ten largest are 41.2% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $44.40B is not its $80.97B in regulatory assets and does not represent any individual client's portfolio.
Fees
Grantham Mayo Van Otterloo & is paid through a percentage of assets under management and performance-based fees.
Grantham Mayo Van Otterloo &’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Grantham Mayo Van Otterloo & has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 53 State Street, Floor 33, BostonHQ
Other business names
Grantham Mayo Van Otterloo & has reported 1 other business name to the SEC.
- Gmo, Gmo LLC
Registration details
- Legal name
- Grantham Mayo Van Otterloo & Co LLC
- Headquarters
- 53 State Street, Floor 33, Boston, MA 02109
- Phone
- 617-330-7500
- Website
- Not reported
- SEC file
- 801-15028
- Structure
- Massachusetts LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Grantham Mayo Van Otterloo & have?
Grantham Mayo Van Otterloo & has 170 clients and manages $81 billion for them, as of May 2026. They include 53 pooled investment vehicles, 40 investment companies and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Grantham Mayo Van Otterloo & offer?
Grantham Mayo Van Otterloo & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Grantham Mayo Van Otterloo & use?
Grantham Mayo Van Otterloo &’s separately managed account assets are held at State Street Trustees Limited (London), with $5,010,790,401, State Street Bank and Trust Company (Boston, MA), with $4,839,581,869, The Bank of New York Mellon (New York, NY), with $3,662,891,437, State Street Trust Company Canada (Toronto), with $3,080,429,059, State Street International (ireland) Limited (Dublin), with $1,938,514,260, CIBC Mellon Trust Company (Toronto), with $1,329,767,289, The Bank of New York Mellon - London Branch (London), with $1,184,369,074, State Street Bank and Trust Company - Hong Kong Branch (Hong Kong), with $222,682,938, State Street Cayman Trust Company, LTD. (Camana Bay), with $146,769,285, State Street Bank and Trust Company - Singapore Branch (Singapore), with $91,219,323 and State Street Bank and Trust Company - Tokyo Branch (Tokyo), with $8,248,771. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Grantham Mayo Van Otterloo & have?
Grantham Mayo Van Otterloo & has 0 investment adviser representatives registered with state securities authorities, out of 365 employees, and 91 perform investment advisory functions. 43 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grantham Mayo Van Otterloo & invest in?
At the end of its last fiscal year, Grantham Mayo Van Otterloo &’s separately managed accounts held 69% exchange-traded equities, 12% sovereign bonds, 7% derivatives, 3% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% investment grade corporate bonds and 1% cash collateral and asset backed securities. It advises 38 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grantham Mayo Van Otterloo &?
Grantham Mayo Van Otterloo &’s direct owners are Robert Grantham, Richard Mayo, Eyk Van Otterloo and Scott Hayward, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Grantham Mayo Van Otterloo & get paid?
Grantham Mayo Van Otterloo & is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file