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
- 14
- Reported value
- $1.9bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 95 comparable managers.
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
Both (13)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only CHD (1)
Only PM (31)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, 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, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, and 6 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.