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OLLI · 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.

OLLIPM
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.
  • OLLI
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterOLLIPM
Q3 202017 holders, $1.5bn25 holders, $19.7bn
Q4 202016 holders, $1.7bn25 holders, $21.5bn
Q1 202113 holders, $1.5bn27 holders, $22.1bn
Q2 202112 holders, $1.5bn20 holders, $23.2bn
Q3 20217 holders, $727m25 holders, $22.8bn
Q4 20215 holders, $702m26 holders, $22.3bn
Q1 20226 holders, $127m29 holders, $23.2bn
Q2 20226 holders, $884m28 holders, $25.8bn
Q3 202211 holders, $635m33 holders, $22.2bn
Q4 202212 holders, $628m26 holders, $27.0bn
Q1 202311 holders, $750m36 holders, $27.6bn
Q2 20236 holders, $644m29 holders, $28.9bn
Q3 202316 holders, $1.1bn32 holders, $28.5bn
Q4 202312 holders, $937m34 holders, $28.8bn
Q1 20249 holders, $1.1bn36 holders, $28.4bn
Q2 202412 holders, $1.5bn31 holders, $31.4bn
Q3 202412 holders, $1.4bn39 holders, $38.2bn
Q4 202411 holders, $1.4bn40 holders, $36.6bn
Q1 202515 holders, $1.7bn44 holders, $49.1bn
Q2 202517 holders, $2.0bn44 holders, $54.3bn
Q3 202515 holders, $1.9bn36 holders, $49.3bn
Q4 202513 holders, $1.2bn26 holders, $50.5bn
Q1 202610 holders, $1.0bn25 holders, $57.3bn
Q2 202610 holders, $1.2bn27 holders, $63.8bn
OLLI

Ollies Bargain Outlt HLDGS I

Holders
13
Reported value
$1.2bn
Buyers
27
Sellers
13

Breadth +14 among 92 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
26
Reported value
$50.5bn
Buyers
20
Sellers
24

Breadth -4 among 92 comparable managers.

Consumer staples

Who holds both, Q4 2025

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OLLI (5)

Balyasny Asset Management LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Winton Group Ltd

Only PM (18)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP

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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