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CALM · 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.

CALMPM
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.
  • CALM
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterCALMPM
Q3 20206 holders, $94m25 holders, $19.7bn
Q4 20205 holders, $65m25 holders, $21.5bn
Q1 20216 holders, $75m27 holders, $22.1bn
Q2 20214 holders, $55m20 holders, $23.2bn
Q3 20212 holders, $49m25 holders, $22.8bn
Q4 20213 holders, $65m26 holders, $22.3bn
Q1 20224 holders, $92m29 holders, $23.2bn
Q2 20227 holders, $128m28 holders, $25.8bn
Q3 202210 holders, $304m33 holders, $22.2bn
Q4 20229 holders, $331m26 holders, $27.0bn
Q1 202310 holders, $347m36 holders, $27.6bn
Q2 202310 holders, $187m29 holders, $28.9bn
Q3 20237 holders, $161m32 holders, $28.5bn
Q4 20235 holders, $188m34 holders, $28.8bn
Q1 20246 holders, $180m36 holders, $28.4bn
Q2 20244 holders, $179m31 holders, $31.4bn
Q3 20246 holders, $266m39 holders, $38.2bn
Q4 20247 holders, $441m40 holders, $36.6bn
Q1 202513 holders, $520m44 holders, $49.1bn
Q2 202510 holders, $530m44 holders, $54.3bn
Q3 20255 holders, $310m36 holders, $49.3bn
Q4 20257 holders, $221m26 holders, $50.5bn
Q1 20262 holders, $151m25 holders, $57.3bn
Q2 20264 holders, $151m27 holders, $63.8bn
CALM

Cal Maine Foods Inc

Holders
6
Reported value
$180m
Buyers
2
Sellers
4

Breadth -2 among 93 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
36
Reported value
$28.4bn
Buyers
21
Sellers
13

Breadth +8 among 93 comparable managers.

Consumer staples

Who holds both, Q1 2024

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CALM (2)

Balyasny Asset Management LLC, Renaissance Technologies LLC

Only PM (32)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 7 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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