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TR · 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.

TRPM
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.
  • TR
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterTRPM
Q3 20203 holders, $32m25 holders, $19.7bn
Q4 20202 holders, $25m25 holders, $21.5bn
Q1 20211 holders, $3.1m27 holders, $22.1bn
Q2 20211 holders, $3.1m20 holders, $23.2bn
Q3 20212 holders, $4.4m25 holders, $22.8bn
Q4 20212 holders, $3.9m26 holders, $22.3bn
Q1 20221 holders, $3.1m29 holders, $23.2bn
Q2 20221 holders, $3.2m28 holders, $25.8bn
Q3 20221 holders, $3.0m33 holders, $22.2bn
Q4 20221 holders, $3.5m26 holders, $27.0bn
Q1 20232 holders, $3.9m36 holders, $27.6bn
Q2 20233 holders, $4.9m29 holders, $28.9bn
Q3 20232 holders, $4.5m32 holders, $28.5bn
Q4 20231 holders, $2.6m34 holders, $28.8bn
Q1 20241 holders, $2.6m36 holders, $28.4bn
Q2 20241 holders, $2.4m31 holders, $31.4bn
Q3 20242 holders, $2.8m39 holders, $38.2bn
Q4 20241 holders, $2.6m40 holders, $36.6bn
Q1 20251 holders, $2.6m44 holders, $49.1bn
Q2 20251 holders, $2.7m44 holders, $54.3bn
Q3 20251 holders, $3.1m36 holders, $49.3bn
Q4 20251 holders, $2.6m26 holders, $50.5bn
Q1 20261 holders, $3.1m25 holders, $57.3bn
Q2 20261 holders, $2.9m27 holders, $63.8bn
TR

Tootsie Roll Inds Inc

Holders
1
Reported value
$2.6m
Buyers
0
Sellers
1

Breadth -1 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.

Both (0)

No tracked manager lists every one of them.

Only TR (1)

GAMCO Investors Inc

Only PM (40)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, and 15 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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