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TSN · 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.

TSNPM
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.
  • TSN
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterTSNPM
Q3 202019 holders, $2.5bn25 holders, $19.7bn
Q4 202020 holders, $2.3bn25 holders, $21.5bn
Q1 202116 holders, $2.4bn27 holders, $22.1bn
Q2 202113 holders, $2.1bn20 holders, $23.2bn
Q3 202115 holders, $2.3bn25 holders, $22.8bn
Q4 202112 holders, $2.2bn26 holders, $22.3bn
Q1 202220 holders, $2.5bn29 holders, $23.2bn
Q2 202215 holders, $2.2bn28 holders, $25.8bn
Q3 202218 holders, $1.8bn33 holders, $22.2bn
Q4 202222 holders, $1.8bn26 holders, $27.0bn
Q1 202325 holders, $2.4bn36 holders, $27.6bn
Q2 202318 holders, $2.0bn29 holders, $28.9bn
Q3 202314 holders, $2.2bn32 holders, $28.5bn
Q4 202319 holders, $2.9bn34 holders, $28.8bn
Q1 202418 holders, $3.3bn36 holders, $28.4bn
Q2 202416 holders, $2.8bn31 holders, $31.4bn
Q3 202416 holders, $2.8bn39 holders, $38.2bn
Q4 202415 holders, $1.7bn40 holders, $36.6bn
Q1 202518 holders, $2.0bn44 holders, $49.1bn
Q2 202514 holders, $1.8bn44 holders, $54.3bn
Q3 202516 holders, $1.7bn36 holders, $49.3bn
Q4 202515 holders, $2.3bn26 holders, $50.5bn
Q1 202614 holders, $2.4bn25 holders, $57.3bn
Q2 202614 holders, $1.5bn27 holders, $63.8bn
TSN

Tyson Foods Inc

Holders
15
Reported value
$2.3bn
Buyers
20
Sellers
17

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

Only TSN (6)

Balyasny Asset Management LLC, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP

Only PM (17)

Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Walleye Capital LLC, Woodline Partners 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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