Holders over time
- INGR
- PM
| Quarter | INGR | PM |
|---|---|---|
| Q3 2020 | 4 holders, $170m | 25 holders, $19.7bn |
| Q4 2020 | 6 holders, $166m | 25 holders, $21.5bn |
| Q1 2021 | 4 holders, $165m | 27 holders, $22.1bn |
| Q2 2021 | 4 holders, $138m | 20 holders, $23.2bn |
| Q3 2021 | 4 holders, $120m | 25 holders, $22.8bn |
| Q4 2021 | 6 holders, $163m | 26 holders, $22.3bn |
| Q1 2022 | 6 holders, $180m | 29 holders, $23.2bn |
| Q2 2022 | 7 holders, $212m | 28 holders, $25.8bn |
| Q3 2022 | 8 holders, $198m | 33 holders, $22.2bn |
| Q4 2022 | 9 holders, $268m | 26 holders, $27.0bn |
| Q1 2023 | 8 holders, $263m | 36 holders, $27.6bn |
| Q2 2023 | 6 holders, $230m | 29 holders, $28.9bn |
| Q3 2023 | 8 holders, $291m | 32 holders, $28.5bn |
| Q4 2023 | 7 holders, $276m | 34 holders, $28.8bn |
| Q1 2024 | 6 holders, $251m | 36 holders, $28.4bn |
| Q2 2024 | 6 holders, $293m | 31 holders, $31.4bn |
| Q3 2024 | 6 holders, $390m | 39 holders, $38.2bn |
| Q4 2024 | 7 holders, $333m | 40 holders, $36.6bn |
| Q1 2025 | 8 holders, $343m | 44 holders, $49.1bn |
| Q2 2025 | 7 holders, $345m | 44 holders, $54.3bn |
| Q3 2025 | 12 holders, $479m | 36 holders, $49.3bn |
| Q4 2025 | 9 holders, $486m | 26 holders, $50.5bn |
| Q1 2026 | 11 holders, $575m | 25 holders, $57.3bn |
| Q2 2026 | 9 holders, $304m | 27 holders, $63.8bn |
Ingredion Inc
- Holders
- 12
- Reported value
- $479m
- Buyers
- 10
- Sellers
- 2
Breadth +8 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, First Eagle Investment Management LLC, MFS Investment Management, Quantbot Technologies LP, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only INGR (5)
Caxton Associates LLP, Freestone Grove Partners LP, GAMCO Investors Inc, Schonfeld Strategic Advisors LLC, Two Sigma Investments 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), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, 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.