L3VLUP
ProSign in

MO · 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.

MOPM
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.
  • MO
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterMOPM
Q3 202025 holders, $9.6bn25 holders, $19.7bn
Q4 202017 holders, $9.9bn25 holders, $21.5bn
Q1 202117 holders, $12.6bn27 holders, $22.1bn
Q2 202120 holders, $11.9bn20 holders, $23.2bn
Q3 202120 holders, $11.3bn25 holders, $22.8bn
Q4 202118 holders, $10.5bn26 holders, $22.3bn
Q1 202224 holders, $12.1bn29 holders, $23.2bn
Q2 202229 holders, $8.5bn28 holders, $25.8bn
Q3 202225 holders, $7.6bn33 holders, $22.2bn
Q4 202222 holders, $8.4bn26 holders, $27.0bn
Q1 202324 holders, $9.0bn36 holders, $27.6bn
Q2 202319 holders, $9.0bn29 holders, $28.9bn
Q3 202321 holders, $7.3bn32 holders, $28.5bn
Q4 202319 holders, $6.5bn34 holders, $28.8bn
Q1 202420 holders, $7.3bn36 holders, $28.4bn
Q2 202420 holders, $7.3bn31 holders, $31.4bn
Q3 202420 holders, $7.3bn39 holders, $38.2bn
Q4 202419 holders, $7.3bn40 holders, $36.6bn
Q1 202519 holders, $8.1bn44 holders, $49.1bn
Q2 202520 holders, $6.1bn44 holders, $54.3bn
Q3 202527 holders, $6.7bn36 holders, $49.3bn
Q4 202522 holders, $4.7bn26 holders, $50.5bn
Q1 202622 holders, $6.2bn25 holders, $57.3bn
Q2 202621 holders, $8.8bn27 holders, $63.8bn
MO

Altria Group Inc

Holders
20
Reported value
$7.3bn
Buyers
10
Sellers
9

Breadth +1 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 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MO (2)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP

Only PM (13)

D1 Capital Partners LP, Discovery Capital Management LLC, First Eagle Investment Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, 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.

Back to the 13F Explorer →