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BG · 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.

BGPM
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.
  • BG
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterBGPM
Q3 2020none listed holders, n.a.25 holders, $19.7bn
Q4 2020none listed holders, n.a.25 holders, $21.5bn
Q1 2021none listed holders, n.a.27 holders, $22.1bn
Q2 2021none listed holders, n.a.20 holders, $23.2bn
Q3 2021none listed holders, n.a.25 holders, $22.8bn
Q4 2021none listed holders, n.a.26 holders, $22.3bn
Q1 2022none listed holders, n.a.29 holders, $23.2bn
Q2 2022none listed holders, n.a.28 holders, $25.8bn
Q3 2022none listed holders, n.a.33 holders, $22.2bn
Q4 2022none listed holders, n.a.26 holders, $27.0bn
Q1 2023none listed holders, n.a.36 holders, $27.6bn
Q2 2023none listed holders, n.a.29 holders, $28.9bn
Q3 2023none listed holders, n.a.32 holders, $28.5bn
Q4 202313 holders, $3.0bn34 holders, $28.8bn
Q1 202414 holders, $2.9bn36 holders, $28.4bn
Q2 202412 holders, $2.8bn31 holders, $31.4bn
Q3 202411 holders, $2.2bn39 holders, $38.2bn
Q4 202411 holders, $1.1bn40 holders, $36.6bn
Q1 202512 holders, $1.2bn44 holders, $49.1bn
Q2 202511 holders, $1.5bn44 holders, $54.3bn
Q3 20258 holders, $1.6bn36 holders, $49.3bn
Q4 20259 holders, $1.7bn26 holders, $50.5bn
Q1 202617 holders, $3.5bn25 holders, $57.3bn
Q2 202612 holders, $2.5bn27 holders, $63.8bn
BG

Bunge Global SA

Holders
17
Reported value
$3.5bn
Buyers
20
Sellers
15

Breadth +5 among 91 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
25
Reported value
$57.3bn
Buyers
22
Sellers
17

Breadth +5 among 91 comparable managers.

Consumer staples

Who holds both, Q1 2026

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BG (9)

Balyasny Asset Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Verition Fund Management LLC

Only PM (17)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP

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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