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DG · 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.

DGPM
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.
  • DG
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterDGPM
Q3 202024 holders, $14.1bn25 holders, $19.7bn
Q4 202025 holders, $13.3bn25 holders, $21.5bn
Q1 202123 holders, $10.6bn27 holders, $22.1bn
Q2 202119 holders, $11.0bn20 holders, $23.2bn
Q3 202120 holders, $10.9bn25 holders, $22.8bn
Q4 202123 holders, $12.7bn26 holders, $22.3bn
Q1 202223 holders, $11.6bn29 holders, $23.2bn
Q2 202227 holders, $12.3bn28 holders, $25.8bn
Q3 202226 holders, $10.9bn33 holders, $22.2bn
Q4 202225 holders, $10.2bn26 holders, $27.0bn
Q1 202329 holders, $8.5bn36 holders, $27.6bn
Q2 202324 holders, $5.3bn29 holders, $28.9bn
Q3 202323 holders, $3.7bn32 holders, $28.5bn
Q4 202318 holders, $5.5bn34 holders, $28.8bn
Q1 202416 holders, $6.2bn36 holders, $28.4bn
Q2 202413 holders, $5.5bn31 holders, $31.4bn
Q3 202415 holders, $3.2bn39 holders, $38.2bn
Q4 202423 holders, $2.6bn40 holders, $36.6bn
Q1 202523 holders, $2.8bn44 holders, $49.1bn
Q2 202526 holders, $3.4bn44 holders, $54.3bn
Q3 202520 holders, $2.9bn36 holders, $49.3bn
Q4 202519 holders, $3.8bn26 holders, $50.5bn
Q1 202618 holders, $2.8bn25 holders, $57.3bn
Q2 202617 holders, $3.1bn27 holders, $63.8bn
DG

Dollar Gen Corp

Holders
17
Reported value
$3.1bn
Buyers
19
Sellers
17

Breadth +2 among 91 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
27
Reported value
$63.8bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

Consumer staples

Who holds both, Q2 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DG (8)

Balyasny Asset Management LLC, Bridgewater Associates LP, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Walleye Capital LLC

Only PM (18)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, 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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