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PM · CVS 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.

PMCVS
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
  • CVS
0204060202120222023202420252026
Holders and value by quarter
QuarterPMCVS
Q3 202025 holders, $19.7bn29 holders, $8.9bn
Q4 202025 holders, $21.5bn22 holders, $9.8bn
Q1 202127 holders, $22.1bn28 holders, $10.3bn
Q2 202120 holders, $23.2bn24 holders, $11.8bn
Q3 202125 holders, $22.8bn28 holders, $11.9bn
Q4 202126 holders, $22.3bn28 holders, $14.7bn
Q1 202229 holders, $23.2bn25 holders, $14.4bn
Q2 202228 holders, $25.8bn30 holders, $13.5bn
Q3 202233 holders, $22.2bn28 holders, $13.9bn
Q4 202226 holders, $27.0bn30 holders, $12.6bn
Q1 202336 holders, $27.6bn36 holders, $9.6bn
Q2 202329 holders, $28.9bn33 holders, $9.8bn
Q3 202332 holders, $28.5bn33 holders, $11.7bn
Q4 202334 holders, $28.8bn32 holders, $14.2bn
Q1 202436 holders, $28.4bn21 holders, $14.3bn
Q2 202431 holders, $31.4bn24 holders, $14.2bn
Q3 202439 holders, $38.2bn31 holders, $14.2bn
Q4 202440 holders, $36.6bn32 holders, $11.0bn
Q1 202544 holders, $49.1bn29 holders, $19.1bn
Q2 202544 holders, $54.3bn31 holders, $19.6bn
Q3 202536 holders, $49.3bn28 holders, $21.9bn
Q4 202526 holders, $50.5bn29 holders, $22.8bn
Q1 202625 holders, $57.3bn32 holders, $21.1bn
Q2 202627 holders, $63.8bn31 holders, $30.8bn
PM

Philip Morris Intl Inc

Holders
26
Reported value
$50.5bn
Buyers
20
Sellers
24

Breadth -4 among 92 comparable managers.

Consumer staples
CVS

CVS Health Corp

Holders
29
Reported value
$22.8bn
Buyers
18
Sellers
23

Breadth -5 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 PM (10)

Acadian Asset Management LLC, Artisan Partners LP, Baillie Gifford & Co, First Eagle Investment Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC

Only CVS (13)

Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Sachem Head Capital Management LP, Steadfast Capital Management LP

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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