Holders over time
- KHC
- PM
| Quarter | KHC | PM |
|---|---|---|
| Q3 2020 | 12 holders, $10.7bn | 25 holders, $19.7bn |
| Q4 2020 | 11 holders, $13.2bn | 25 holders, $21.5bn |
| Q1 2021 | 13 holders, $15.6bn | 27 holders, $22.1bn |
| Q2 2021 | 13 holders, $15.9bn | 20 holders, $23.2bn |
| Q3 2021 | 9 holders, $14.0bn | 25 holders, $22.8bn |
| Q4 2021 | 13 holders, $13.6bn | 26 holders, $22.3bn |
| Q1 2022 | 16 holders, $15.3bn | 29 holders, $23.2bn |
| Q2 2022 | 24 holders, $15.6bn | 28 holders, $25.8bn |
| Q3 2022 | 19 holders, $13.2bn | 33 holders, $22.2bn |
| Q4 2022 | 14 holders, $16.2bn | 26 holders, $27.0bn |
| Q1 2023 | 15 holders, $15.3bn | 36 holders, $27.6bn |
| Q2 2023 | 19 holders, $14.1bn | 29 holders, $28.9bn |
| Q3 2023 | 20 holders, $13.6bn | 32 holders, $28.5bn |
| Q4 2023 | 23 holders, $15.1bn | 34 holders, $28.8bn |
| Q1 2024 | 15 holders, $14.7bn | 36 holders, $28.4bn |
| Q2 2024 | 16 holders, $12.3bn | 31 holders, $31.4bn |
| Q3 2024 | 14 holders, $13.4bn | 39 holders, $38.2bn |
| Q4 2024 | 17 holders, $11.4bn | 40 holders, $36.6bn |
| Q1 2025 | 15 holders, $11.2bn | 44 holders, $49.1bn |
| Q2 2025 | 13 holders, $9.5bn | 44 holders, $54.3bn |
| Q3 2025 | 12 holders, $9.4bn | 36 holders, $49.3bn |
| Q4 2025 | 11 holders, $9.6bn | 26 holders, $50.5bn |
| Q1 2026 | 13 holders, $8.8bn | 25 holders, $57.3bn |
| Q2 2026 | 13 holders, $9.2bn | 27 holders, $63.8bn |
Kraft Heinz Co
- Holders
- 13
- Reported value
- $9.5bn
- Buyers
- 7
- Sellers
- 6
Breadth +1 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 (8)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, First Eagle Investment Management LLC, Invesco Ltd, Quantbot Technologies LP, Verition Fund Management LLC
Only KHC (5)
Berkshire Hathaway Inc, GAMCO Investors Inc, Marshall Wace LLP, Southeastern Asset Management Inc, Voloridge Investment Management LLC
Only PM (36)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, 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.