Thermo Fisher Scientific Inc.
MX ˙ BMV ˙ US8835561023
SecurityMX:TMO / Thermo Fisher Scientific Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership5,188 shares
Latest Disclosed Value $ 2,550,215
Avantax Planning Partners, Inc. reports 2.41% increase in ownership of TMO / Thermo Fisher Scientific Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 5,188 shares of Thermo Fisher Scientific Inc. (MX:TMO) valued at $2,550,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,066 shares of Thermo Fisher Scientific Inc.. This represents a change in shares of 2.41% 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)
2026-05-04 2026-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 5,188 122 2.41 2,550 -13.12 0.0700
2026-02-05 2025-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 5,066 -138 -2.65 2,936 16.28 0.0821
2025-10-31 2025-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 5,204 -1,989 -27.65 2,524 -13.44 0.0724
2025-08-11 2025-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 7,193 542 8.15 2,916 -11.88 0.0925
2025-04-29 2025-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 6,651 401 6.42 3,310 1.78 0.1172
2025-02-07 2024-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 6,250 807 14.83 3,252 -3.42 0.1172
2024-11-14 2024-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 5,443 -1,437 -20.89 3,367 -11.51 0.1208
2024-08-09 2024-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 6,880 -4,926 -41.72 3,805 -44.56 0.1223
2024-05-03 2024-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 11,806 235 2.03 6,862 11.72 0.2222
2024-02-09 2023-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 11,571 282 2.50 6,142 7.47 0.2340
2023-11-06 2023-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 11,289 -1,071 -8.67 5,714 -11.38 0.2390
2023-07-18 2023-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 12,360 426 3.57 6,449 -6.25 0.2564
2023-04-21 2023-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 11,934 -214 -1.76 6,878 2.83 0.2793
2023-02-10 2022-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 12,148 -194 -1.57 6,690 6.85 0.2655
2022-10-14 2022-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 12,342 161 1.32 6,260 -5.41 0.2819
2022-07-18 2022-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 12,181 -8,269 -40.44 6,618 -45.21 0.2827
2022-05-09 2022-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 20,450 -437 -2.09 12,079 -13.33 0.4795
2022-01-28 2021-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 20,887 93 0.45 13,937 17.31 0.5732
2021-10-27 2021-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 20,794 23 0.11 11,880 13.38 0.5480
2021-08-10 2021-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 20,771 966 4.88 10,478 15.92 0.4915
2021-05-06 2021-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 19,805 -320 -1.59 9,039 -3.57 0.4660
2021-02-04 2020-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 20,125 -447 -2.17 9,374 3.20 0.4823
2020-10-28 2020-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 20,572 -282 -1.35 9,083 20.21 0.4800
2020-07-15 2020-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 20,854 -357 -1.68 7,556 25.62 0.4268
2020-04-27 2020-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 21,211 1,635 8.35 6,015 -5.42 0.4188
2020-01-15 2019-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 19,576 673 3.56 6,360 15.51 0.3742
2019-11-08 2019-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 18,903 115 0.61 5,506 -1.59 0.3381
2019-08-07 2019-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 18,788 -711 -3.65 5,595 4.83 0.3620
2019-05-08 2019-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 19,499 -430 -2.16 5,337 19.66 0.3705
2019-02-14 2018-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 19,929 142 0.72 4,460 -7.66 0.3364
2018-11-13 2018-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 19,787 416 2.15 4,830 20.39 0.3867
2018-08-13 2018-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 19,371 -4,591 -19.16 4,012 -18.90 0.3584
2018-05-15 2018-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 23,962 16 0.07 4,947 8.80 0.4248
2018-02-09 2017-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 23,946 -460 -1.88 4,547 -1.54 0.4163
2017-10-19 2017-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 24,406 -22 -0.09 4,618 8.35 0.3639
2017-07-27 2017-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 24,428 -1,284 -4.99 4,262 7.93 0.3591
2017-04-12 2017-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 25,712 122 0.48 3,949 9.36 0.3530
2017-02-09 2016-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 25,590 25,590 3,611 0.3852
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.