Holders over time
- CHD
- PM
| Quarter | CHD | PM |
|---|---|---|
| Q3 2020 | 18 holders, $1.6bn | 25 holders, $19.7bn |
| Q4 2020 | 17 holders, $1.4bn | 25 holders, $21.5bn |
| Q1 2021 | 17 holders, $1.3bn | 27 holders, $22.1bn |
| Q2 2021 | 16 holders, $1.1bn | 20 holders, $23.2bn |
| Q3 2021 | 12 holders, $1.0bn | 25 holders, $22.8bn |
| Q4 2021 | 13 holders, $1.6bn | 26 holders, $22.3bn |
| Q1 2022 | 17 holders, $1.6bn | 29 holders, $23.2bn |
| Q2 2022 | 16 holders, $1.5bn | 28 holders, $25.8bn |
| Q3 2022 | 22 holders, $1.6bn | 33 holders, $22.2bn |
| Q4 2022 | 17 holders, $1.7bn | 26 holders, $27.0bn |
| Q1 2023 | 15 holders, $1.8bn | 36 holders, $27.6bn |
| Q2 2023 | 24 holders, $2.3bn | 29 holders, $28.9bn |
| Q3 2023 | 19 holders, $1.8bn | 32 holders, $28.5bn |
| Q4 2023 | 11 holders, $1.6bn | 34 holders, $28.8bn |
| Q1 2024 | 13 holders, $1.8bn | 36 holders, $28.4bn |
| Q2 2024 | 15 holders, $2.3bn | 31 holders, $31.4bn |
| Q3 2024 | 18 holders, $2.1bn | 39 holders, $38.2bn |
| Q4 2024 | 12 holders, $1.7bn | 40 holders, $36.6bn |
| Q1 2025 | 12 holders, $1.7bn | 44 holders, $49.1bn |
| Q2 2025 | 14 holders, $1.9bn | 44 holders, $54.3bn |
| Q3 2025 | 14 holders, $1.4bn | 36 holders, $49.3bn |
| Q4 2025 | 13 holders, $1.2bn | 26 holders, $50.5bn |
| Q1 2026 | 12 holders, $1.2bn | 25 holders, $57.3bn |
| Q2 2026 | 11 holders, $1.3bn | 27 holders, $63.8bn |
Church & Dwight Co Inc
- Holders
- 12
- Reported value
- $1.7bn
- Buyers
- 5
- Sellers
- 7
Breadth -2 among 95 comparable managers.
Philip Morris Intl Inc
- Holders
- 44
- Reported value
- $49.1bn
- Buyers
- 20
- Sellers
- 22
Breadth -2 among 95 comparable managers.
Who holds both, Q1 2025
Both (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC
Only CHD (1)
Only PM (33)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group 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, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, and 8 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.