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SFM · 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.

SFMPM
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.
  • SFM
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterSFMPM
Q3 20208 holders, $591m25 holders, $19.7bn
Q4 20208 holders, $263m25 holders, $21.5bn
Q1 20218 holders, $295m27 holders, $22.1bn
Q2 20216 holders, $189m20 holders, $23.2bn
Q3 20217 holders, $158m25 holders, $22.8bn
Q4 20215 holders, $192m26 holders, $22.3bn
Q1 20227 holders, $219m29 holders, $23.2bn
Q2 20225 holders, $169m28 holders, $25.8bn
Q3 20225 holders, $520m33 holders, $22.2bn
Q4 20226 holders, $691m26 holders, $27.0bn
Q1 20236 holders, $750m36 holders, $27.6bn
Q2 20235 holders, $744m29 holders, $28.9bn
Q3 20239 holders, $1.0bn32 holders, $28.5bn
Q4 20238 holders, $1.0bn34 holders, $28.8bn
Q1 202410 holders, $1.3bn36 holders, $28.4bn
Q2 202413 holders, $1.4bn31 holders, $31.4bn
Q3 202416 holders, $1.8bn39 holders, $38.2bn
Q4 202417 holders, $1.2bn40 holders, $36.6bn
Q1 202523 holders, $2.2bn44 holders, $49.1bn
Q2 202529 holders, $3.2bn44 holders, $54.3bn
Q3 202519 holders, $1.9bn36 holders, $49.3bn
Q4 202516 holders, $844m26 holders, $50.5bn
Q1 202612 holders, $1.6bn25 holders, $57.3bn
Q2 20269 holders, $1.7bn27 holders, $63.8bn
SFM

Sprouts FMRS MKT Inc

Holders
12
Reported value
$1.6bn
Buyers
15
Sellers
21

Breadth -6 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 SFM (9)

Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Verition Fund Management LLC

Only PM (22)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Dodge & Cox, 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, 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.

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