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SYY · 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.

SYYPM
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.
  • SYY
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterSYYPM
Q3 202014 holders, $5.9bn25 holders, $19.7bn
Q4 202020 holders, $6.7bn25 holders, $21.5bn
Q1 202119 holders, $7.3bn27 holders, $22.1bn
Q2 202124 holders, $7.0bn20 holders, $23.2bn
Q3 202117 holders, $6.2bn25 holders, $22.8bn
Q4 202112 holders, $5.9bn26 holders, $22.3bn
Q1 202214 holders, $6.6bn29 holders, $23.2bn
Q2 202213 holders, $6.7bn28 holders, $25.8bn
Q3 202220 holders, $5.4bn33 holders, $22.2bn
Q4 202220 holders, $5.0bn26 holders, $27.0bn
Q1 202315 holders, $5.0bn36 holders, $27.6bn
Q2 202318 holders, $4.4bn29 holders, $28.9bn
Q3 202319 holders, $3.9bn32 holders, $28.5bn
Q4 202318 holders, $4.8bn34 holders, $28.8bn
Q1 202422 holders, $5.6bn36 holders, $28.4bn
Q2 202415 holders, $4.2bn31 holders, $31.4bn
Q3 202415 holders, $4.5bn39 holders, $38.2bn
Q4 202415 holders, $4.7bn40 holders, $36.6bn
Q1 202518 holders, $4.3bn44 holders, $49.1bn
Q2 202515 holders, $4.4bn44 holders, $54.3bn
Q3 202514 holders, $4.8bn36 holders, $49.3bn
Q4 202518 holders, $4.1bn26 holders, $50.5bn
Q1 202618 holders, $3.5bn25 holders, $57.3bn
Q2 202624 holders, $4.6bn27 holders, $63.8bn
SYY

Sysco Corp

Holders
18
Reported value
$4.8bn
Buyers
9
Sellers
9

Breadth 0 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SYY (5)

Brevan Howard Capital Management LP, Caxton Associates LLP, Janus Henderson Group Ltd, Renaissance Technologies LLC, Trian Fund Management LP

Only PM (21)

AllianceBernstein LP, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Harris Associates LP, 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, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP

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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