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SMPL · 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.

SMPLPM
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.
  • SMPL
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterSMPLPM
Q3 20206 holders, $239m25 holders, $19.7bn
Q4 20208 holders, $345m25 holders, $21.5bn
Q1 20217 holders, $313m27 holders, $22.1bn
Q2 20216 holders, $387m20 holders, $23.2bn
Q3 20215 holders, $361m25 holders, $22.8bn
Q4 20215 holders, $438m26 holders, $22.3bn
Q1 20226 holders, $423m29 holders, $23.2bn
Q2 20225 holders, $367m28 holders, $25.8bn
Q3 20227 holders, $328m33 holders, $22.2bn
Q4 20225 holders, $372m26 holders, $27.0bn
Q1 20236 holders, $480m36 holders, $27.6bn
Q2 20236 holders, $399m29 holders, $28.9bn
Q3 20236 holders, $362m32 holders, $28.5bn
Q4 20235 holders, $394m34 holders, $28.8bn
Q1 20245 holders, $257m36 holders, $28.4bn
Q2 20247 holders, $293m31 holders, $31.4bn
Q3 20244 holders, $223m39 holders, $38.2bn
Q4 20245 holders, $310m40 holders, $36.6bn
Q1 20254 holders, $214m44 holders, $49.1bn
Q2 20255 holders, $210m44 holders, $54.3bn
Q3 20257 holders, $75m36 holders, $49.3bn
Q4 20254 holders, $31m26 holders, $50.5bn
Q1 20264 holders, $25m25 holders, $57.3bn
Q2 20265 holders, $33m27 holders, $63.8bn
SMPL

Simply Good Foods Co

Holders
5
Reported value
$210m
Buyers
3
Sellers
2

Breadth +1 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMPL (0)

None.

Only PM (39)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, and 14 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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