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FRPT · 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.

FRPTPM
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.
  • FRPT
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterFRPTPM
Q3 20207 holders, $400m25 holders, $19.7bn
Q4 20205 holders, $449m25 holders, $21.5bn
Q1 20218 holders, $937m27 holders, $22.1bn
Q2 202110 holders, $1.1bn20 holders, $23.2bn
Q3 202113 holders, $1.1bn25 holders, $22.8bn
Q4 202111 holders, $759m26 holders, $22.3bn
Q1 202212 holders, $996m29 holders, $23.2bn
Q2 202210 holders, $301m28 holders, $25.8bn
Q3 202213 holders, $389m33 holders, $22.2bn
Q4 202211 holders, $506m26 holders, $27.0bn
Q1 202312 holders, $803m36 holders, $27.6bn
Q2 20239 holders, $823m29 holders, $28.9bn
Q3 202313 holders, $795m32 holders, $28.5bn
Q4 202311 holders, $932m34 holders, $28.8bn
Q1 202413 holders, $1.0bn36 holders, $28.4bn
Q2 202417 holders, $1.2bn31 holders, $31.4bn
Q3 202414 holders, $992m39 holders, $38.2bn
Q4 202420 holders, $1.1bn40 holders, $36.6bn
Q1 202510 holders, $537m44 holders, $49.1bn
Q2 202511 holders, $456m44 holders, $54.3bn
Q3 20257 holders, $314m36 holders, $49.3bn
Q4 20259 holders, $358m26 holders, $50.5bn
Q1 202614 holders, $670m25 holders, $57.3bn
Q2 202611 holders, $719m27 holders, $63.8bn
FRPT

Freshpet Inc

Holders
11
Reported value
$456m
Buyers
7
Sellers
2

Breadth +5 among 95 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
44
Reported value
$54.3bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Consumer staples

Who holds both, Q2 2025

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FRPT (3)

Engaged Capital LLC, Jana Partners, PDT Partners LLC

Only PM (36)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, 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, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 11 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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