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POST · 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.

POSTPM
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.
  • POST
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterPOSTPM
Q3 202010 holders, $617m25 holders, $19.7bn
Q4 20206 holders, $602m25 holders, $21.5bn
Q1 20216 holders, $576m27 holders, $22.1bn
Q2 20216 holders, $568m20 holders, $23.2bn
Q3 20215 holders, $687m25 holders, $22.8bn
Q4 20219 holders, $763m26 holders, $22.3bn
Q1 20227 holders, $282m29 holders, $23.2bn
Q2 20227 holders, $432m28 holders, $25.8bn
Q3 20229 holders, $227m33 holders, $22.2bn
Q4 202211 holders, $297m26 holders, $27.0bn
Q1 20237 holders, $242m36 holders, $27.6bn
Q2 20239 holders, $290m29 holders, $28.9bn
Q3 202311 holders, $409m32 holders, $28.5bn
Q4 202312 holders, $517m34 holders, $28.8bn
Q1 202413 holders, $714m36 holders, $28.4bn
Q2 202410 holders, $669m31 holders, $31.4bn
Q3 20248 holders, $482m39 holders, $38.2bn
Q4 20246 holders, $472m40 holders, $36.6bn
Q1 20258 holders, $464m44 holders, $49.1bn
Q2 20255 holders, $231m44 holders, $54.3bn
Q3 20257 holders, $234m36 holders, $49.3bn
Q4 20257 holders, $310m26 holders, $50.5bn
Q1 20268 holders, $411m25 holders, $57.3bn
Q2 20265 holders, $152m27 holders, $63.8bn
POST

Post HLDGS Inc

Holders
8
Reported value
$411m
Buyers
17
Sellers
9

Breadth +8 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only POST (7)

Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Point72 Asset Management LP, Two Sigma Investments LP

Only PM (24)

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