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HLN · 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.

HLNPM
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.
  • HLN
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterHLNPM
Q3 2020none listed holders, n.a.25 holders, $19.7bn
Q4 2020none listed holders, n.a.25 holders, $21.5bn
Q1 2021none listed holders, n.a.27 holders, $22.1bn
Q2 2021none listed holders, n.a.20 holders, $23.2bn
Q3 2021none listed holders, n.a.25 holders, $22.8bn
Q4 2021none listed holders, n.a.26 holders, $22.3bn
Q1 2022none listed holders, n.a.29 holders, $23.2bn
Q2 2022none listed holders, n.a.28 holders, $25.8bn
Q3 20226 holders, $491m33 holders, $22.2bn
Q4 20224 holders, $798m26 holders, $27.0bn
Q1 20233 holders, $1.0bn36 holders, $27.6bn
Q2 20233 holders, $1.0bn29 holders, $28.9bn
Q3 20235 holders, $1.5bn32 holders, $28.5bn
Q4 20236 holders, $1.6bn34 holders, $28.8bn
Q1 20245 holders, $2.3bn36 holders, $28.4bn
Q2 20246 holders, $2.3bn31 holders, $31.4bn
Q3 20245 holders, $3.0bn39 holders, $38.2bn
Q4 20245 holders, $3.0bn40 holders, $36.6bn
Q1 20257 holders, $3.2bn44 holders, $49.1bn
Q2 20258 holders, $3.2bn44 holders, $54.3bn
Q3 20255 holders, $2.5bn36 holders, $49.3bn
Q4 20257 holders, $2.8bn26 holders, $50.5bn
Q1 20267 holders, $3.0bn25 holders, $57.3bn
Q2 20267 holders, $3.0bn27 holders, $63.8bn
HLN

Haleon PLC

Holders
5
Reported value
$2.3bn
Buyers
4
Sellers
1

Breadth +3 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 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HLN (0)

None.

Only PM (31)

Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Harris Associates LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, 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, Tudor Investment Corp, Two Sigma Advisers LP, and 6 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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