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ELF · 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.

ELFPM
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.
  • ELF
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterELFPM
Q3 20204 holders, $51m25 holders, $19.7bn
Q4 20207 holders, $109m25 holders, $21.5bn
Q1 20214 holders, $26m27 holders, $22.1bn
Q2 20213 holders, $12m20 holders, $23.2bn
Q3 20213 holders, $9.7m25 holders, $22.8bn
Q4 20213 holders, $11m26 holders, $22.3bn
Q1 20222 holders, $5.5m29 holders, $23.2bn
Q2 20222 holders, $38m28 holders, $25.8bn
Q3 20226 holders, $89m33 holders, $22.2bn
Q4 20227 holders, $153m26 holders, $27.0bn
Q1 202316 holders, $444m36 holders, $27.6bn
Q2 202313 holders, $705m29 holders, $28.9bn
Q3 202311 holders, $882m32 holders, $28.5bn
Q4 202312 holders, $1.3bn34 holders, $28.8bn
Q1 202411 holders, $1.6bn36 holders, $28.4bn
Q2 202415 holders, $2.4bn31 holders, $31.4bn
Q3 202414 holders, $981m39 holders, $38.2bn
Q4 202413 holders, $1.5bn40 holders, $36.6bn
Q1 20258 holders, $584m44 holders, $49.1bn
Q2 202513 holders, $1.5bn44 holders, $54.3bn
Q3 202513 holders, $1.5bn36 holders, $49.3bn
Q4 20256 holders, $778m26 holders, $50.5bn
Q1 20267 holders, $580m25 holders, $57.3bn
Q2 20268 holders, $775m27 holders, $63.8bn
ELF

E L F Beauty Inc

Holders
15
Reported value
$2.4bn
Buyers
12
Sellers
4

Breadth +8 among 94 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
31
Reported value
$31.4bn
Buyers
16
Sellers
14

Breadth +2 among 94 comparable managers.

Consumer staples

Who holds both, Q2 2024

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 ELF (8)

Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Woodline Partners LP

Only PM (24)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC

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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