L3VLUP

PM in the 13F filings

Philip Morris Intl Inc · CUSIP 718172109

Q3 2026: 5 of 95 managers have filed so far; the filing deadline is 16 November 2026. Its figures cover those filers only, so it is not yet a picture of the tracked managers.

Quarter end
30 Sep 2026
the date the book describes
Filed
9 Nov 2026
latest of these filings; the earliest 30 Oct 2026
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
5
filed both Q2 2026 and Q3 2026; 3 listed it in both
Shares listed
2,605,683
combined, among listed positions
Reported value
$497m
combined, at the quarter end

Among the 5 comparable managers: 1 buyer (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -90,773.

Managers listing PM in Q3 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Baillie Gifford & Co1,907,955$364m0.34%Trimmed-49,5009 Nov 2026 (the filing on sec.gov)
Acadian Asset Management LLC507,914$97m0.11%Trimmed-42,3179 Nov 2026 (the filing on sec.gov)
Markel Group Inc114,500$22m0.17%Held030 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC75,314$14munder 0.1%Added+1,0449 Nov 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2026 to Q3 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
40 in Q4 2024 to 3 in Q3 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201329$22.1bnn.a.n.a.
Q3 201328$22.5bnn.a.n.a.
Q4 201329$22.6bnn.a.n.a.
Q1 201430$21.4bnn.a.n.a.
Q2 201431$22.6bnn.a.n.a.
Q3 201426$22.2bnn.a.n.a.
Q4 201427$21.7bnn.a.n.a.
Q1 201530$20.6bnn.a.n.a.
Q2 201526$21.4bnn.a.n.a.
Q3 201525$21.6bnn.a.n.a.
Q4 201522$24.7bnn.a.n.a.
Q1 201628$29.2bnn.a.n.a.
Q2 201634$30.6bnn.a.n.a.
Q3 201633$28.9bnn.a.n.a.
Q4 201630$27.1bnn.a.n.a.
Q1 201726$34.1bnn.a.n.a.
Q2 201727$34.7bnn.a.n.a.
Q3 201730$32.0bnn.a.n.a.
Q4 201727$29.4bnn.a.n.a.
Q1 201834$27.4bnn.a.n.a.
Q2 201829$23.1bnn.a.n.a.
Q3 201821$22.5bnn.a.n.a.
Q4 201836$18.6bnn.a.n.a.
Q1 201927$23.5bnn.a.n.a.
Q2 201924$20.4bnn.a.n.a.
Q3 201928$18.8bnn.a.n.a.
Q4 201929$21.8bnn.a.n.a.
Q1 202025$19.1bnn.a.n.a.
Q2 202028$18.0bnn.a.n.a.
Q3 202025$19.7bnn.a.n.a.
Q4 202025$21.5bnn.a.n.a.
Q1 202127$22.1bnn.a.n.a.
Q2 202120$23.2bnn.a.n.a.
Q3 202125$22.8bnn.a.n.a.
Q4 202126$22.3bnn.a.n.a.
Q1 202229$23.2bnn.a.n.a.
Q2 202228$25.8bnn.a.n.a.
Q3 202233$22.2bnn.a.n.a.
Q4 202226$27.0bnn.a.n.a.
Q1 202336$27.6bnn.a.n.a.
Q2 202329$28.9bnn.a.n.a.
Q3 202332$28.5bnn.a.n.a.
Q4 202334$28.8bn1617
Q1 202436$28.4bn2113
Q2 202431$31.4bn1614
Q3 202439$38.2bn2215
Q4 202440$36.6bn2217
Q1 202544$49.1bn2022
Q2 202544$54.3bn1923
Q3 202536$49.3bn2015
Q4 202526$50.5bn2024
Q1 202625$57.3bn2217
Q2 202627$63.8bn2019
Q3 20263$483m12

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PM and KO →PM and COST →PM and CVS →Choose a stock to compare with PM →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PM, latest filings →Back to the 13F Explorer →