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EPC · 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.

EPCPM
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.
  • EPC
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterEPCPM
Q3 20201 holders, $56m25 holders, $19.7bn
Q4 20202 holders, $85m25 holders, $21.5bn
Q1 20214 holders, $125m27 holders, $22.1bn
Q2 20214 holders, $115m20 holders, $23.2bn
Q3 20215 holders, $95m25 holders, $22.8bn
Q4 20214 holders, $113m26 holders, $22.3bn
Q1 20223 holders, $99m29 holders, $23.2bn
Q2 20225 holders, $99m28 holders, $25.8bn
Q3 20225 holders, $100m33 holders, $22.2bn
Q4 20223 holders, $78m26 holders, $27.0bn
Q1 20236 holders, $97m36 holders, $27.6bn
Q2 20234 holders, $89m29 holders, $28.9bn
Q3 20236 holders, $84m32 holders, $28.5bn
Q4 20233 holders, $52m34 holders, $28.8bn
Q1 20242 holders, $41m36 holders, $28.4bn
Q2 20242 holders, $41m31 holders, $31.4bn
Q3 20241 holders, $34m39 holders, $38.2bn
Q4 20241 holders, $31m40 holders, $36.6bn
Q1 20251 holders, $29m44 holders, $49.1bn
Q2 20252 holders, $30m44 holders, $54.3bn
Q3 20251 holders, $18m36 holders, $49.3bn
Q4 20252 holders, $17m26 holders, $50.5bn
Q1 20263 holders, $36m25 holders, $57.3bn
Q2 20263 holders, $59m27 holders, $63.8bn
EPC

Edgewell Personal Care Company

Holders
3
Reported value
$52m
Buyers
0
Sellers
5

Breadth -5 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only EPC (3)

GAMCO Investors Inc, PDT Partners LLC, Woodline Partners LP

Only PM (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates 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, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 9 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.

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