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
- $1.4bn
- Buyers
- 8
- Sellers
- 7
Breadth +1 among 95 comparable managers.
Philip Morris Intl Inc
- Holders
- 36
- Reported value
- $49.3bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 95 comparable managers.
Who holds both, Q3 2025
Both (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Invesco Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP
Only CHD (7)
Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Point72 Asset Management LP
Only PM (29)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Millennium Management LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Viking Global Investors LP, Voloridge Investment Management LLC, and 4 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.