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BRBR · 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.

BRBRPM
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.
  • BRBR
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterBRBRPM
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 20226 holders, $128m29 holders, $23.2bn
Q2 20226 holders, $74m28 holders, $25.8bn
Q3 20226 holders, $75m33 holders, $22.2bn
Q4 20227 holders, $170m26 holders, $27.0bn
Q1 20237 holders, $97m36 holders, $27.6bn
Q2 20239 holders, $143m29 holders, $28.9bn
Q3 20239 holders, $196m32 holders, $28.5bn
Q4 202315 holders, $571m34 holders, $28.8bn
Q1 202419 holders, $920m36 holders, $28.4bn
Q2 202422 holders, $1.2bn31 holders, $31.4bn
Q3 202422 holders, $1.4bn39 holders, $38.2bn
Q4 202421 holders, $2.1bn40 holders, $36.6bn
Q1 202519 holders, $2.0bn44 holders, $49.1bn
Q2 202523 holders, $1.5bn44 holders, $54.3bn
Q3 202513 holders, $774m36 holders, $49.3bn
Q4 202513 holders, $481m26 holders, $50.5bn
Q1 20265 holders, $224m25 holders, $57.3bn
Q2 20263 holders, $83m27 holders, $63.8bn
BRBR

Bellring Brands Inc

Holders
19
Reported value
$2.0bn
Buyers
9
Sellers
10

Breadth -1 among 95 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
44
Reported value
$49.1bn
Buyers
20
Sellers
22

Breadth -2 among 95 comparable managers.

Consumer staples

Who holds both, Q1 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BRBR (5)

Davidson Kempner Capital Management LP, GAMCO Investors Inc, Point72 Asset Management LP, Tudor Investment Corp, Voloridge Investment Management LLC

Only PM (30)

Acadian Asset 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, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, and 5 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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