Holders over time
- PG
- PM
| Quarter | PG | PM |
|---|---|---|
| Q3 2020 | 39 holders, $27.6bn | 25 holders, $19.7bn |
| Q4 2020 | 37 holders, $26.5bn | 25 holders, $21.5bn |
| Q1 2021 | 28 holders, $23.9bn | 27 holders, $22.1bn |
| Q2 2021 | 38 holders, $22.7bn | 20 holders, $23.2bn |
| Q3 2021 | 34 holders, $22.6bn | 25 holders, $22.8bn |
| Q4 2021 | 33 holders, $24.1bn | 26 holders, $22.3bn |
| Q1 2022 | 39 holders, $24.6bn | 29 holders, $23.2bn |
| Q2 2022 | 36 holders, $22.2bn | 28 holders, $25.8bn |
| Q3 2022 | 35 holders, $18.2bn | 33 holders, $22.2bn |
| Q4 2022 | 39 holders, $21.8bn | 26 holders, $27.0bn |
| Q1 2023 | 36 holders, $22.3bn | 36 holders, $27.6bn |
| Q2 2023 | 36 holders, $23.5bn | 29 holders, $28.9bn |
| Q3 2023 | 36 holders, $22.6bn | 32 holders, $28.5bn |
| Q4 2023 | 31 holders, $20.8bn | 34 holders, $28.8bn |
| Q1 2024 | 32 holders, $22.7bn | 36 holders, $28.4bn |
| Q2 2024 | 27 holders, $22.7bn | 31 holders, $31.4bn |
| Q3 2024 | 27 holders, $22.2bn | 39 holders, $38.2bn |
| Q4 2024 | 27 holders, $19.3bn | 40 holders, $36.6bn |
| Q1 2025 | 29 holders, $19.8bn | 44 holders, $49.1bn |
| Q2 2025 | 40 holders, $20.1bn | 44 holders, $54.3bn |
| Q3 2025 | 39 holders, $20.2bn | 36 holders, $49.3bn |
| Q4 2025 | 36 holders, $18.8bn | 26 holders, $50.5bn |
| Q1 2026 | 25 holders, $18.0bn | 25 holders, $57.3bn |
| Q2 2026 | 32 holders, $18.8bn | 27 holders, $63.8bn |
Procter & Gamble Co
- Holders
- 39
- Reported value
- $20.2bn
- Buyers
- 27
- Sellers
- 14
Breadth +13 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 (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only PG (12)
Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC
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.