Grantham Mayo Van Otterloo & Co. LLC Cuts First Solar Stock Holdings

Institutional investor reduces stake in solar cell manufacturer by 30.3%

Published on Mar. 8, 2026

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Grantham Mayo Van Otterloo & Co. LLC, an institutional investor, decreased its position in First Solar, Inc. (NASDAQ:FSLR) by 30.3% in the 3rd quarter, according to the company's most recent 13F filing with the Securities and Exchange Commission (SEC). The investor now owns approximately 274,898 shares of the solar cell manufacturer's stock, valued at around $60.6 million.

Why it matters

This move by a major institutional investor highlights the volatility and uncertainty in the solar energy sector, as investors adjust their portfolios in response to changing market conditions and industry dynamics.

The details

According to the 13F filing, Grantham Mayo Van Otterloo & Co. LLC sold 119,569 shares of First Solar stock during the 3rd quarter. The investor now owns approximately 0.26% of the company's outstanding shares. First Solar is a leading manufacturer of thin-film photovoltaic (PV) modules and a provider of solar energy solutions for utility-scale projects.

  • The 13F filing covers the 3rd quarter of the year.

The players

Grantham Mayo Van Otterloo & Co. LLC

An institutional investment management firm that decreased its stake in First Solar, Inc. by 30.3% in the 3rd quarter.

First Solar, Inc.

A United States-based solar technology company that designs and manufactures thin-film photovoltaic (PV) modules using cadmium telluride (CdTe) semiconductor technology.

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The takeaway

This reduction in holdings by a major institutional investor reflects the ongoing challenges and uncertainty facing the solar energy industry, as companies and investors navigate shifting market dynamics and regulatory environments.