L3VLUP
ProSign in

CPB · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CPBPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CPB
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterCPBPM
Q3 202011 holders, $1.2bn25 holders, $19.7bn
Q4 202011 holders, $1.1bn25 holders, $21.5bn
Q1 20219 holders, $1.1bn27 holders, $22.1bn
Q2 20219 holders, $1.2bn20 holders, $23.2bn
Q3 202110 holders, $1.0bn25 holders, $22.8bn
Q4 20219 holders, $959m26 holders, $22.3bn
Q1 202210 holders, $797m29 holders, $23.2bn
Q2 202213 holders, $878m28 holders, $25.8bn
Q3 202214 holders, $837m33 holders, $22.2bn
Q4 202214 holders, $878m26 holders, $27.0bn
Q1 202312 holders, $683m36 holders, $27.6bn
Q2 202311 holders, $633m29 holders, $28.9bn
Q3 20239 holders, $588m32 holders, $28.5bn
Q4 202310 holders, $438m34 holders, $28.8bn
Q1 20249 holders, $421m36 holders, $28.4bn
Q2 202411 holders, $632m31 holders, $31.4bn
Q3 20249 holders, $284m39 holders, $38.2bn
Q4 202410 holders, $449m40 holders, $36.6bn
Q1 20258 holders, $254m44 holders, $49.1bn
Q2 202514 holders, $514m44 holders, $54.3bn
Q3 202515 holders, $762m36 holders, $49.3bn
Q4 20259 holders, $585m26 holders, $50.5bn
Q1 20263 holders, $244m25 holders, $57.3bn
Q2 20265 holders, $252m27 holders, $63.8bn
CPB

Campbell Soup Co

Holders
10
Reported value
$438m
Buyers
7
Sellers
4

Breadth +3 among 93 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
34
Reported value
$28.8bn
Buyers
16
Sellers
17

Breadth -1 among 93 comparable managers.

Consumer staples

Who holds both, Q4 2023

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CPB (2)

GAMCO Investors Inc, Renaissance Technologies LLC

Only PM (26)

AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Voloridge Investment Management LLC, and 1 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →