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BF-B · 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.

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.
  • BF-B
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterBF-BPM
Q3 202013 holders, $344m25 holders, $19.7bn
Q4 20209 holders, $427m25 holders, $21.5bn
Q1 202112 holders, $252m27 holders, $22.1bn
Q2 202111 holders, $244m20 holders, $23.2bn
Q3 202112 holders, $230m25 holders, $22.8bn
Q4 202111 holders, $226m26 holders, $22.3bn
Q1 202212 holders, $468m29 holders, $23.2bn
Q2 202215 holders, $546m28 holders, $25.8bn
Q3 202212 holders, $530m33 holders, $22.2bn
Q4 202211 holders, $491m26 holders, $27.0bn
Q1 202312 holders, $526m36 holders, $27.6bn
Q2 202311 holders, $483m29 holders, $28.9bn
Q3 20239 holders, $441m32 holders, $28.5bn
Q4 20234 holders, $126m34 holders, $28.8bn
Q1 20244 holders, $97m36 holders, $28.4bn
Q2 20245 holders, $218m31 holders, $31.4bn
Q3 20245 holders, $353m39 holders, $38.2bn
Q4 20249 holders, $268m40 holders, $36.6bn
Q1 20256 holders, $226m44 holders, $49.1bn
Q2 20255 holders, $65m44 holders, $54.3bn
Q3 20256 holders, $715m36 holders, $49.3bn
Q4 20255 holders, $829m26 holders, $50.5bn
Q1 20265 holders, $164m25 holders, $57.3bn
Q2 20265 holders, $122m27 holders, $63.8bn
BF-B

Brown Forman Corp

Holders
5
Reported value
$65m
Buyers
3
Sellers
2

Breadth +1 among 95 comparable managers.

PM

Philip Morris Intl Inc

Holders
44
Reported value
$54.3bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Who holds both, Q2 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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