Holders over time
- KHC
- PM
| Quarter | KHC | PM |
|---|---|---|
| Q3 2020 | 12 holders, $10.7bn | 25 holders, $19.7bn |
| Q4 2020 | 11 holders, $13.2bn | 25 holders, $21.5bn |
| Q1 2021 | 13 holders, $15.6bn | 27 holders, $22.1bn |
| Q2 2021 | 13 holders, $15.9bn | 20 holders, $23.2bn |
| Q3 2021 | 9 holders, $14.0bn | 25 holders, $22.8bn |
| Q4 2021 | 13 holders, $13.6bn | 26 holders, $22.3bn |
| Q1 2022 | 16 holders, $15.3bn | 29 holders, $23.2bn |
| Q2 2022 | 24 holders, $15.6bn | 28 holders, $25.8bn |
| Q3 2022 | 19 holders, $13.2bn | 33 holders, $22.2bn |
| Q4 2022 | 14 holders, $16.2bn | 26 holders, $27.0bn |
| Q1 2023 | 15 holders, $15.3bn | 36 holders, $27.6bn |
| Q2 2023 | 19 holders, $14.1bn | 29 holders, $28.9bn |
| Q3 2023 | 20 holders, $13.6bn | 32 holders, $28.5bn |
| Q4 2023 | 23 holders, $15.1bn | 34 holders, $28.8bn |
| Q1 2024 | 15 holders, $14.7bn | 36 holders, $28.4bn |
| Q2 2024 | 16 holders, $12.3bn | 31 holders, $31.4bn |
| Q3 2024 | 14 holders, $13.4bn | 39 holders, $38.2bn |
| Q4 2024 | 17 holders, $11.4bn | 40 holders, $36.6bn |
| Q1 2025 | 15 holders, $11.2bn | 44 holders, $49.1bn |
| Q2 2025 | 13 holders, $9.5bn | 44 holders, $54.3bn |
| Q3 2025 | 12 holders, $9.4bn | 36 holders, $49.3bn |
| Q4 2025 | 11 holders, $9.6bn | 26 holders, $50.5bn |
| Q1 2026 | 13 holders, $8.8bn | 25 holders, $57.3bn |
| Q2 2026 | 13 holders, $9.2bn | 27 holders, $63.8bn |
Kraft Heinz Co
- Holders
- 14
- Reported value
- $13.4bn
- Buyers
- 4
- Sellers
- 8
Breadth -4 among 94 comparable managers.
Philip Morris Intl Inc
- Holders
- 39
- Reported value
- $38.2bn
- Buyers
- 22
- Sellers
- 15
Breadth +7 among 94 comparable managers.
Who holds both, Q3 2024
Both (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, First Eagle Investment Management LLC, Invesco Ltd, Quantbot Technologies LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only KHC (4)
Berkshire Hathaway Inc, Caxton Associates LLP, Eisler Capital Management Ltd, GAMCO Investors Inc
Only PM (29)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, and 4 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.