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PEP · 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.

PEPPM
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.
  • PEP
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterPEPPM
Q3 202032 holders, $11.3bn25 holders, $19.7bn
Q4 202026 holders, $11.2bn25 holders, $21.5bn
Q1 202132 holders, $11.5bn27 holders, $22.1bn
Q2 202131 holders, $12.5bn20 holders, $23.2bn
Q3 202128 holders, $12.9bn25 holders, $22.8bn
Q4 202127 holders, $15.2bn26 holders, $22.3bn
Q1 202233 holders, $14.9bn29 holders, $23.2bn
Q2 202236 holders, $15.0bn28 holders, $25.8bn
Q3 202239 holders, $14.6bn33 holders, $22.2bn
Q4 202234 holders, $15.0bn26 holders, $27.0bn
Q1 202335 holders, $16.3bn36 holders, $27.6bn
Q2 202334 holders, $15.5bn29 holders, $28.9bn
Q3 202333 holders, $13.4bn32 holders, $28.5bn
Q4 202329 holders, $12.2bn34 holders, $28.8bn
Q1 202432 holders, $13.0bn36 holders, $28.4bn
Q2 202428 holders, $12.4bn31 holders, $31.4bn
Q3 202425 holders, $12.4bn39 holders, $38.2bn
Q4 202432 holders, $10.8bn40 holders, $36.6bn
Q1 202531 holders, $10.6bn44 holders, $49.1bn
Q2 202532 holders, $9.5bn44 holders, $54.3bn
Q3 202535 holders, $9.7bn36 holders, $49.3bn
Q4 202534 holders, $14.8bn26 holders, $50.5bn
Q1 202631 holders, $15.3bn25 holders, $57.3bn
Q2 202630 holders, $13.5bn27 holders, $63.8bn
PEP

Pepsico Inc

Holders
34
Reported value
$14.8bn
Buyers
20
Sellers
23

Breadth -3 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PEP (13)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Voloridge Investment Management LLC

Only PM (5)

Artisan Partners LP, D. E. Shaw & Co., Janus Henderson Group Ltd, Lone Pine Capital LLC, Walleye Capital 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.

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