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KVUE · 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.

KVUEPM
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.
  • KVUE
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterKVUEPM
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 2022none listed holders, n.a.33 holders, $22.2bn
Q4 2022none listed holders, n.a.26 holders, $27.0bn
Q1 2023none listed holders, n.a.36 holders, $27.6bn
Q2 202320 holders, $2.6bn29 holders, $28.9bn
Q3 202327 holders, $9.6bn32 holders, $28.5bn
Q4 202321 holders, $9.8bn34 holders, $28.8bn
Q1 202418 holders, $10.3bn36 holders, $28.4bn
Q2 202417 holders, $10.1bn31 holders, $31.4bn
Q3 202414 holders, $14.3bn39 holders, $38.2bn
Q4 202412 holders, $13.4bn40 holders, $36.6bn
Q1 202519 holders, $14.5bn44 holders, $49.1bn
Q2 202521 holders, $11.0bn44 holders, $54.3bn
Q3 202522 holders, $7.5bn36 holders, $49.3bn
Q4 202524 holders, $6.1bn26 holders, $50.5bn
Q1 202626 holders, $6.8bn25 holders, $57.3bn
Q2 202626 holders, $7.4bn27 holders, $63.8bn
KVUE

Kenvue Inc

Holders
12
Reported value
$13.4bn
Buyers
6
Sellers
8

Breadth -2 among 94 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
40
Reported value
$36.6bn
Buyers
22
Sellers
17

Breadth +5 among 94 comparable managers.

Consumer staples

Who holds both, Q4 2024

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KVUE (1)

Starboard Value LP

Only PM (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments 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.

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