Holders over time
- ADM
- PM
| Quarter | ADM | PM |
|---|---|---|
| Q3 2020 | 13 holders, $3.0bn | 25 holders, $19.7bn |
| Q4 2020 | 13 holders, $3.4bn | 25 holders, $21.5bn |
| Q1 2021 | 16 holders, $4.1bn | 27 holders, $22.1bn |
| Q2 2021 | 17 holders, $4.2bn | 20 holders, $23.2bn |
| Q3 2021 | 12 holders, $4.6bn | 25 holders, $22.8bn |
| Q4 2021 | 16 holders, $5.0bn | 26 holders, $22.3bn |
| Q1 2022 | 15 holders, $6.4bn | 29 holders, $23.2bn |
| Q2 2022 | 21 holders, $5.3bn | 28 holders, $25.8bn |
| Q3 2022 | 17 holders, $5.8bn | 33 holders, $22.2bn |
| Q4 2022 | 18 holders, $6.5bn | 26 holders, $27.0bn |
| Q1 2023 | 20 holders, $4.0bn | 36 holders, $27.6bn |
| Q2 2023 | 16 holders, $3.6bn | 29 holders, $28.9bn |
| Q3 2023 | 21 holders, $3.5bn | 32 holders, $28.5bn |
| Q4 2023 | 15 holders, $3.6bn | 34 holders, $28.8bn |
| Q1 2024 | 16 holders, $2.0bn | 36 holders, $28.4bn |
| Q2 2024 | 13 holders, $1.9bn | 31 holders, $31.4bn |
| Q3 2024 | 10 holders, $1.9bn | 39 holders, $38.2bn |
| Q4 2024 | 11 holders, $1.8bn | 40 holders, $36.6bn |
| Q1 2025 | 8 holders, $1.8bn | 44 holders, $49.1bn |
| Q2 2025 | 12 holders, $2.5bn | 44 holders, $54.3bn |
| Q3 2025 | 8 holders, $3.1bn | 36 holders, $49.3bn |
| Q4 2025 | 6 holders, $3.0bn | 26 holders, $50.5bn |
| Q1 2026 | 10 holders, $3.1bn | 25 holders, $57.3bn |
| Q2 2026 | 9 holders, $3.2bn | 27 holders, $63.8bn |
Archer Daniels Midland Co
- Holders
- 10
- Reported value
- $3.1bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 among 91 comparable managers.
Philip Morris Intl Inc
- Holders
- 25
- Reported value
- $57.3bn
- Buyers
- 22
- Sellers
- 17
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Acadian Asset Management LLC, Dodge & Cox, Invesco Ltd, Markel Group Inc, Wellington Management Group LLP
Only ADM (5)
Caxton Associates LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Man Group PLC, Point72 Asset Management LP
Only PM (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd, 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.