Thermo Fisher Scientific Inc.
MX ˙ BMV ˙ US8835561023
SecurityMX:TMO / Thermo Fisher Scientific Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership1,769 shares
Latest Disclosed Value $ 869,517
Heritage Wealth Advisors reports 8.79% increase in ownership of TMO / Thermo Fisher Scientific Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 1,769 shares of Thermo Fisher Scientific Inc. (MX:TMO) valued at $869,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,626 shares of Thermo Fisher Scientific Inc.. This represents a change in shares of 8.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Thermo Electron COM 883556102 1,769 143 8.79 870 -7.75 0.0340
2026-02-13 2025-12-31 13F Thermo Electron COM 883556102 1,626 0 0.00 942 19.54 0.0360
2025-11-13 2025-09-30 13F Thermo Electron COM 883556102 1,626 0 0.00 789 19.58 0.0345
2025-08-11 2025-06-30 13F Thermo Electron COM 883556102 1,626 0 0.00 659 -18.54 0.0313
2025-05-08 2025-03-31 13F Thermo Electron COM 883556102 1,626 -499 -23.48 809 -26.79 0.0410
2025-02-12 2024-12-31 13F Thermo Electron COM 883556102 2,125 -316 -12.95 1,105 -26.77 0.0548
2024-11-12 2024-09-30 13F Thermo Electron COM 883556102 2,441 20 0.83 1,510 12.78 0.0708
2024-12-12 2024-06-30 13F/A-1 Thermo Electron COM 883556102 2,421 -105 -4.16 1,339 -8.86 0.0604
2024-08-06 2024-06-30 13F Thermo Electron COM 883556102 2,421 -105 1,339 0.0604
2024-12-12 2024-03-31 13F/A-1 Thermo Electron COM 883556102 2,526 0 0.00 1,468 9.55 0.0670
2024-05-08 2024-03-31 13F Thermo Electron COM 883556102 1,670 -856 153 0.0070
2024-12-12 2023-12-31 13F/A-1 Thermo Electron COM 883556102 2,526 0 0.00 1,341 4.85 0.0667
2024-02-12 2023-12-31 13F Thermo Electron COM 883556102 2,555 29 1,356 0.0676
2024-12-12 2023-09-30 13F/A-1 Thermo Electron COM 883556102 2,526 -94 -3.59 1,279 -6.44 0.0697
2023-11-09 2023-09-30 13F Thermo Electron COM 883556102 2,526 -94 1,279 0.0697
2024-12-12 2023-06-30 13F/A-1 Thermo Electron COM 883556102 2,620 16 0.61 1,367 -8.93 0.0723
2023-08-09 2023-06-30 13F Thermo Electron COM 883556102 2,620 16 1,367 0.0723
2023-05-04 2023-03-31 13F Thermo Electron COM 883556102 2,604 0 0.00 1,501 4.68 0.0836
2024-12-12 2022-12-31 13F/A-1 Thermo Electron COM 883556102 2,604 -93 -3.45 1,434 4.83 0.0830
2023-02-07 2022-12-31 13F Thermo Electron COM 883556102 2,604 -93 1,434 0.0830
2024-12-12 2022-09-30 13F/A-1 Thermo Electron COM 883556102 2,697 631 30.54 1,368 136,600.00 0.0992
2022-11-10 2022-09-30 13F Thermo Electron COM 883556102 2,697 631 1 0.0992
2022-08-04 2022-06-30 13F Thermo Electron COM 883556102 2,066 333 19.22 1 0.00 0.0780
2022-05-11 2022-03-31 13F Thermo Electron COM 883556102 1,733 0 0.00 1 0.00 0.0567
2022-03-28 2021-12-31 13F/A-1 Thermo Electron COM 883556102 1,733 0 0.00 1 -99.90 0.0635
2022-02-02 2021-12-31 13F Thermo Electron COM 883556102 1,733 0 1,156 0.0635
2021-11-02 2021-09-30 13F Thermo Electron COM 883556102 1,733 0 0.00 990 13.27 0.0606
2021-08-09 2021-06-30 13F/A-1 Thermo Electron COM 883556102 1,733 -810 -31.85 874 -24.66 0.0538
2021-07-27 2021-06-30 13F Thermo Electron COM 883556102 4,708 2,165 2,193 0.1371
2021-04-27 2021-03-31 13F Thermo Electron COM 883556102 2,543 -2,165 -45.99 1,161 -47.10 0.0700
2021-02-01 2020-12-31 13F Thermo Electron COM 883556102 4,708 3,524 297.64 2,193 320.11 0.1371
2020-11-03 2020-09-30 13F Thermo Electron COM 883556102 1,184 0 0.00 523 21.68 0.0675
2020-07-17 2020-06-30 13F/A-1 Thermo Electron COM 883556102 1,184 0 0.00 429 28.06 0.0600
2020-07-17 2020-06-30 13F Thermo Electron COM 883556102 3,625 2,441 429 60,034.0053
2020-05-05 2020-03-31 13F Thermo Electron COM 883556102 1,184 -9 -0.75 336 -13.44 0.0602
2020-02-04 2019-12-31 13F Thermo Electron COM 883556102 1,193 9 0.76 388 12.50 0.0512
2019-10-30 2019-09-30 13F Thermo Electron COM 883556102 1,184 0 0.00 344 -0.86 0.0507
2019-08-05 2019-06-30 13F Thermo Electron COM 883556102 1,184 0 0.00 348 7.10 0.0533
2019-05-06 2019-03-31 13F Thermo Electron COM 883556102 1,184 0 0.00 324 22.73 0.0533
2019-01-26 2018-12-31 13F Thermo Electron COM 883556102 1,184 0 0.00 264 -8.33 0.0516
2018-11-14 2018-09-30 13F Thermo Electron COM 883556102 1,184 0 0.00 288 17.07 0.0564
2018-07-19 2018-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,184 -138 -10.44 246 -10.22 0.0920
2018-05-10 2018-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,322 -7 -0.53 274 8.73 0.1138
2018-02-02 2017-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,329 79 6.32 252 6.33 0.1078
2017-11-07 2017-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,250 42 3.48 237 12.32 0.1192
2017-07-27 2017-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,208 1,208 211 0.1092
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.