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PM · COST 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.

PMCOST
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.
  • PM
  • COST
0204060202120222023202420252026
Holders and value by quarter
QuarterPMCOST
Q3 202025 holders, $19.7bn32 holders, $15.4bn
Q4 202025 holders, $21.5bn30 holders, $15.3bn
Q1 202127 holders, $22.1bn29 holders, $13.4bn
Q2 202120 holders, $23.2bn25 holders, $15.5bn
Q3 202125 holders, $22.8bn25 holders, $16.9bn
Q4 202126 holders, $22.3bn27 holders, $20.5bn
Q1 202229 holders, $23.2bn32 holders, $19.9bn
Q2 202228 holders, $25.8bn30 holders, $15.8bn
Q3 202233 holders, $22.2bn33 holders, $16.0bn
Q4 202226 holders, $27.0bn33 holders, $32.7bn
Q1 202336 holders, $27.6bn29 holders, $14.9bn
Q2 202329 holders, $28.9bn37 holders, $16.0bn
Q3 202332 holders, $28.5bn30 holders, $16.8bn
Q4 202334 holders, $28.8bn26 holders, $20.1bn
Q1 202436 holders, $28.4bn29 holders, $21.5bn
Q2 202431 holders, $31.4bn31 holders, $24.7bn
Q3 202439 holders, $38.2bn28 holders, $24.7bn
Q4 202440 holders, $36.6bn34 holders, $26.0bn
Q1 202544 holders, $49.1bn35 holders, $28.2bn
Q2 202544 holders, $54.3bn36 holders, $29.4bn
Q3 202536 holders, $49.3bn35 holders, $26.7bn
Q4 202526 holders, $50.5bn40 holders, $34.6bn
Q1 202625 holders, $57.3bn40 holders, $36.1bn
Q2 202627 holders, $63.8bn38 holders, $35.5bn
PM

Philip Morris Intl Inc

Holders
26
Reported value
$50.5bn
Buyers
20
Sellers
24

Breadth -4 among 92 comparable managers.

Consumer staples
COST

Costco Wholesale Corporation

Holders
40
Reported value
$34.6bn
Buyers
28
Sellers
13

Breadth +15 among 92 comparable managers.

Consumer staples

Who holds both, Q4 2025

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PM (6)

Artisan Partners LP, Baillie Gifford & Co, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Lone Pine Capital LLC

Only COST (20)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd

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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