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FIVE · 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.

FIVEPM
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.
  • FIVE
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterFIVEPM
Q3 202014 holders, $2.1bn25 holders, $19.7bn
Q4 202017 holders, $2.7bn25 holders, $21.5bn
Q1 202121 holders, $2.9bn27 holders, $22.1bn
Q2 202116 holders, $3.1bn20 holders, $23.2bn
Q3 202115 holders, $2.7bn25 holders, $22.8bn
Q4 202117 holders, $3.4bn26 holders, $22.3bn
Q1 202215 holders, $2.3bn29 holders, $23.2bn
Q2 202213 holders, $1.8bn28 holders, $25.8bn
Q3 202212 holders, $2.0bn33 holders, $22.2bn
Q4 202213 holders, $2.5bn26 holders, $27.0bn
Q1 202315 holders, $3.5bn36 holders, $27.6bn
Q2 202315 holders, $3.2bn29 holders, $28.9bn
Q3 202316 holders, $2.7bn32 holders, $28.5bn
Q4 202318 holders, $3.7bn34 holders, $28.8bn
Q1 202421 holders, $2.9bn36 holders, $28.4bn
Q2 202412 holders, $1.1bn31 holders, $31.4bn
Q3 202413 holders, $812m39 holders, $38.2bn
Q4 202412 holders, $1.0bn40 holders, $36.6bn
Q1 202518 holders, $585m44 holders, $49.1bn
Q2 202521 holders, $1.6bn44 holders, $54.3bn
Q3 202520 holders, $1.3bn36 holders, $49.3bn
Q4 202525 holders, $2.5bn26 holders, $50.5bn
Q1 202624 holders, $2.7bn25 holders, $57.3bn
Q2 202621 holders, $2.1bn27 holders, $63.8bn
FIVE

Five Below Inc

Holders
18
Reported value
$3.7bn
Buyers
11
Sellers
8

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

Only FIVE (8)

Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Man Group PLC, Marshall Wace LLP, Polen Capital Management LLC, Steadfast Capital Management LP, Verition Fund Management LLC, Winton Group Ltd

Only PM (24)

Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP

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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