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MAMA · 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.

MAMAPM
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.
  • MAMA
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterMAMAPM
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 2023none listed holders, n.a.34 holders, $28.8bn
Q1 20241 holders, $1.2m36 holders, $28.4bn
Q2 20241 holders, $4.2m31 holders, $31.4bn
Q3 20241 holders, $6.8m39 holders, $38.2bn
Q4 20241 holders, $9.0m40 holders, $36.6bn
Q1 20251 holders, $8.6m44 holders, $49.1bn
Q2 20251 holders, $11m44 holders, $54.3bn
Q3 20251 holders, $14m36 holders, $49.3bn
Q4 20252 holders, $18m26 holders, $50.5bn
Q1 20262 holders, $20m25 holders, $57.3bn
Q2 20262 holders, $26m27 holders, $63.8bn
MAMA

Mamas Creations Inc

Holders
2
Reported value
$26m
Buyers
17
Sellers
6

Breadth +11 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MAMA (1)

Polen Capital Management LLC

Only PM (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, and 1 more

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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