Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Philip Morris International Inc · COM · quarter ended 2026-03-31 · 36 members disclosed PM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,354 holders are listed, largest first: 2,354
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $201B
holders whose share count rose or who opened the position (new + add), by shares: 1,131
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 170

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$22.1B	133,450,504	+1,094,778	ADD
2	BlackRock, Inc.	$17.8B	107,532,073	−1,719,105	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$16.7B	101,156,274	—	NO PRIOR
4	Capital Research Global Investors	$13.2B	79,823,025	+25,263,319	ADD
5	Capital International Investors	$12.0B	72,761,312	−28,616,563	TRIM
6	STATE STREET CORP	$9.2B	55,033,026	+36,546	ADD
7	JPMORGAN CHASE & CO	$8.5B	51,591,197	+9,879,834	ADD
8	GQG Partners LLC	$8.3B	50,105,900	−4,990,416	TRIM
9	FMR LLC	$7.4B	44,770,603	+3,350,573	ADD
10	GEODE CAPITAL MANAGEMENT, LLC	$6.4B	38,461,183	+1,080,652	ADD
11	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.9B	29,577,453	—	NO PRIOR
12	MORGAN STANLEY	$4.0B	24,405,704	+986,019	ADD
13	BANK OF AMERICA CORP /DE/	$2.8B	17,230,669	+1,847,421	ADD
14	WELLINGTON MANAGEMENT GROUP LLP	$2.8B	16,855,584	+2,598,840	ADD
15	FRANKLIN RESOURCES INC	$2.7B	16,614,374	+2,212,668	ADD
16	Invesco Ltd.	$2.7B	16,058,609	+427,201	ADD
17	NORTHERN TRUST CORP	$2.4B	14,437,223	−12,119	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.2B	13,549,581	+211,512	ADD
19	FAYEZ SAROFIM & CO	$1.8B	10,771,913	−76,224	TRIM
20	WCM INVESTMENT MANAGEMENT, LLC	$1.8B	10,783,780	−22,437	TRIM
21	Nuveen, LLC	$1.6B	9,668,405	−302,148	TRIM
22	Bank of New York Mellon Corp	$1.5B	8,914,216	−452,240	TRIM
23	VANGUARD FIDUCIARY TRUST CO	$1.4B	8,762,224	—	NO PRIOR
24	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	8,631,772	−669,340	TRIM
25	AMERIPRISE FINANCIAL INC	$1.3B	7,973,116	+1,790,679	ADD
26	Legal & General Group Plc	$1.3B	7,942,545	+296,872	ADD
27	Ninety One UK Ltd	$1.2B	7,161,703	+10,264	ADD
28	ROYAL BANK OF CANADA	$1.0B	6,105,002	−517,714	TRIM
29	ENVESTNET ASSET MANAGEMENT INC	$981M	5,930,698	+243,083	ADD
30	First Eagle Investment Management, LLC	$974M	5,892,458	+84,338	ADD
31	Boston Partners	$953M	5,780,564	−542,506	TRIM
32	Mitsubishi UFJ Asset Management Co., Ltd.	$941M	5,693,947	+448,276	ADD
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$922M	5,577,426	+163,161	ADD
34	Fundsmith LLP	$845M	5,113,163	−1,011,434	TRIM
35	RAYMOND JAMES FINANCIAL INC	$807M	4,879,987	+255,620	ADD
36	BARCLAYS PLC	$762M	4,607,041	+934,126	ADD
37	Swiss National Bank	$755M	4,568,400	+302,900	ADD
38	Janus Henderson Group Ltd.	$730M	4,413,854	−46,208	TRIM
39	WELLS FARGO & COMPANY/MN	$722M	4,368,587	+664,222	ADD
40	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$683M	4,129,127	−846,728	TRIM
41	UBS Group AG	$662M	4,002,867	+238,668	ADD
42	ALLIANCEBERNSTEIN L.P.	$616M	3,841,383	+284,453	ADD
43	National Pension Service	$597M	3,612,916	+3,612,916	NEW
44	FEDERATED HERMES, INC.	$570M	3,449,381	−401,710	TRIM
45	Vanguard Global Advisers, LLC	$562M	3,402,002	—	NO PRIOR
46	DIMENSIONAL FUND ADVISORS LP	$542M	3,278,014	+71,690	ADD
47	Sumitomo Mitsui Trust Group, Inc.	$506M	3,057,345	−36,037	TRIM
48	CANADA PENSION PLAN INVESTMENT BOARD	$499M	3,016,923	+562,161	ADD
49	AQR CAPITAL MANAGEMENT LLC	$481M	2,909,034	−625,751	TRIM
50	VANGUARD ASSET MANAGEMENT, Ltd	$468M	2,829,288	—	NO PRIOR
51	DEUTSCHE BANK AG\	$460M	2,782,616	+90,180	ADD
52	LPL Financial LLC	$439M	2,652,573	+34,557	ADD
53	MACKENZIE FINANCIAL CORP	$427M	2,584,550	+49,685	ADD
54	Independent Franchise Partners LLP	$423M	2,560,566	−1,263,162	TRIM
55	TRUIST FINANCIAL CORP	$417M	2,522,798	+45,911	ADD
56	BANK OF MONTREAL /CAN/	$415M	2,510,786	+492,550	ADD
57	HSBC HOLDINGS PLC	$401M	2,423,482	−3,231,544	TRIM
58	LONDON CO OF VIRGINIA	$334M	2,020,161	−137,849	TRIM
59	Capital International, Inc./CA/	$316M	1,914,057	+163,568	ADD
60	FIRST MANHATTAN CO. LLC.	$296M	1,775,569	−39,072	TRIM
61	PRINCIPAL FINANCIAL GROUP INC	$289M	1,749,744	+9,047	ADD
62	NEW YORK STATE COMMON RETIREMENT FUND	$289M	1,746,100	−1,000	TRIM
63	FUNDSMITH INVESTMENT SERVICES LTD.	$277M	1,677,719	−414,082	TRIM
64	Focus Partners Wealth	$275M	1,661,990	+69,368	ADD
65	SEI INVESTMENTS CO	$275M	1,661,815	+265,571	ADD
66	BAILLIE GIFFORD & CO	$272M	1,644,203	+1,613,462	ADD
67	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$256M	1,546,551	+22,262	ADD
68	PANAGORA ASSET MANAGEMENT INC	$249M	1,508,171	−147,586	TRIM
69	NATIONAL BANK OF CANADA /FI/	$248M	1,501,531	−458,769	TRIM
70	CITIGROUP INC	$247M	1,491,010	+61,274	ADD
71	ADAGE CAPITAL PARTNERS GP, L.L.C.	$231M	1,394,554	−12,400	TRIM
72	STIFEL FINANCIAL CORP	$227M	1,373,401	+15,320	ADD
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$227M	1,370,492	−14,526	TRIM
74	ROYAL LONDON ASSET MANAGEMENT LTD	$201M	1,214,925	+7,643	ADD
75	Perpetual Ltd	$195M	1,177,113	−268,139	TRIM
76	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$187M	1,132,803	−115,160	TRIM
77	Eurizon Capital SGR S.p.A.	$186M	1,126,895	+522,315	ADD
78	Alyeska Investment Group, L.P.	$186M	1,123,633	+595,446	ADD
79	Vontobel Holding Ltd.	$180M	1,086,371	+231,651	ADD
80	BANK OF NOVA SCOTIA	$176M	1,061,473	−359,789	TRIM
81	Artisan Partners Limited Partnership	$172M	1,041,116	+36,208	ADD
82	Korea Investment CORP	$169M	1,020,505	−46,506	TRIM
83	VICTORY CAPITAL MANAGEMENT INC	$165M	999,564	+133,204	ADD
84	Amundi	$165M	995,120	+94,649	ADD
85	MACQUARIE GROUP LTD	$162M	981,304	+154,854	ADD
86	FIFTH THIRD BANCORP	$161M	973,375	+401,858	ADD
87	HighTower Advisors, LLC	$161M	971,746	−1,950	TRIM
88	Russell Investments Group, Ltd.	$159M	964,289	−60,528	TRIM
89	Mitsubishi UFJ Trust & Banking Corp	$154M	933,627	−18,508	TRIM
90	Asset Management One Co., Ltd.	$150M	904,808	−9,250	TRIM
91	NOMURA ASSET MANAGEMENT CO LTD	$148M	893,332	+46,618	ADD
92	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$146M	884,878	−101,132	TRIM
93	PRIMECAP MANAGEMENT CO/CA/	$143M	864,400	−36,500	TRIM
94	STATE OF WISCONSIN INVESTMENT BOARD	$139M	840,288	+27,180	ADD
95	Retirement Systems of Alabama	$138M	836,624	−579	TRIM
96	NATIXIS	$137M	828,571	+94,268	ADD
97	Contrarius Group Holdings Ltd	$136M	822,766	+772,371	ADD
98	ZACKS INVESTMENT MANAGEMENT	$133M	801,874	−6,560	TRIM
99	Chevy Chase Trust Holdings, LLC	$128M	773,541	−22,453	TRIM
100	Advisors Capital Management, LLC	$127M	765,353	+35,171	ADD
101	CRAWFORD INVESTMENT COUNSEL INC	$126M	759,452	−10,277	TRIM
102	Quantinno Capital Management LP	$125M	753,976	+213,119	ADD
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$121M	743,842	−15,457	TRIM
104	Hamlin Capital Management, LLC	$121M	731,871	−2,543	TRIM
105	Ninety One North America, Inc.	$119M	717,522	+11,156	ADD
106	Cetera Investment Advisers	$118M	715,827	−890	TRIM
107	ASSETMARK, INC	$117M	709,810	+79,227	ADD
108	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$117M	708,546	+325,212	ADD
109	OSAIC HOLDINGS, INC.	$115M	697,408	+142,904	ADD
110	Vanguard Investments Australia, Ltd.	$113M	684,514	—	NO PRIOR
111	Capital International Sarl	$113M	682,706	+22,468	ADD
112	Aberdeen Group plc	$113M	680,587	−20,826	TRIM
113	TD ASSET MANAGEMENT INC	$110M	667,512	−18,530	TRIM
114	AE Wealth Management LLC	$108M	653,199	+128,152	ADD
115	Pictet Asset Management Holding SA	$107M	647,012	−21,451	TRIM
116	DAVENPORT & Co LLC	$107M	646,714	−4,191	TRIM
117	US BANCORP \DE\	$107M	646,151	−34,187	TRIM
118	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$102M	617,726	+617,726	NEW
119	LAZARD ASSET MANAGEMENT LLC	$101M	610,714	−316,634	TRIM
120	BAHL & GAYNOR INC	$99.4M	601,173	+313,510	ADD
121	Calamos Advisors LLC	$98.0M	592,924	+33,203	ADD
122	M&T BANK CORP	$97.3M	588,550	−21,756	TRIM
123	ASSOCIATED BANC-CORP	$95.7M	579,029	+8,856	ADD
124	Qube Research & Technologies Ltd	$94.5M	571,663	−537,057	TRIM
125	Creative Planning	$94.4M	570,697	+84,879	ADD
126	MAVERICK CAPITAL LTD	$93.8M	567,250	−1,609,777	TRIM
127	Corient Private Wealth LLC	$92.8M	564,895	−569,395	TRIM
128	ING GROEP NV	$90.8M	549,265	+234,493	ADD
129	CITADEL ADVISORS LLC	$90.1M	545,207	+188,883	ADD
130	MML INVESTORS SERVICES, LLC	$88.4M	534,689	−131,449	TRIM
131	State of New Jersey Common Pension Fund D	$88.4M	534,456	0	NO CHANGE
132	AGF MANAGEMENT LTD	$87.4M	528,750	−102,619	TRIM
133	Epoch Investment Partners, Inc.	$87.0M	526,258	−12,339	TRIM
134	TEACHER RETIREMENT SYSTEM OF TEXAS	$84.7M	512,104	−35,773	TRIM
135	CIBC Asset Management Inc	$84.0M	508,127	+5,109	ADD
136	Allianz Asset Management GmbH	$83.9M	507,499	−1,257	TRIM
137	Zurich Insurance Group Ltd/FI	$83.2M	503,063	−224,527	TRIM
138	Mariner, LLC	$81.7M	494,146	+20,332	ADD
139	NewEdge Advisors, LLC	$80.2M	485,191	+485,191	NEW
140	Resona Asset Management Co.,Ltd.	$80.0M	484,256	+11,185	ADD
141	COMMONWEALTH EQUITY SERVICES, LLC	$79.0M	477,633	−189	TRIM
142	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$78.9M	477,497	+18,167	ADD
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$77.8M	510,848	−81,833	TRIM
144	TORONTO DOMINION BANK	$76.8M	464,579	−304,292	TRIM
145	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$76.1M	474,088	−12,262	TRIM
146	BANQUE PICTET & CIE SA	$73.8M	446,472	+7,549	ADD
147	FACTORY MUTUAL INSURANCE CO	$71.2M	430,606	+12,200	ADD
148	NISA INVESTMENT ADVISORS, LLC	$70.6M	423,426	−6,142	TRIM
149	Arizona State Retirement System	$70.5M	426,514	−13,352	TRIM
150	Czech National Bank	$70.1M	423,955	+13,492	ADD
151	Squarepoint Ops LLC	$69.7M	421,380	−18,085	TRIM
152	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$68.4M	413,502	+46,585	ADD
153	BROWN BROTHERS HARRIMAN & CO	$67.9M	410,938	−38,351	TRIM
154	Zurcher Kantonalbank (Zurich Cantonalbank)	$67.6M	409,109	+409,109	NEW
155	STATE OF MICHIGAN RETIREMENT SYSTEM	$67.2M	406,658	−900	TRIM
156	Daiwa Securities Group Inc.	$67.0M	405,338	+3,823	ADD
157	Gladstone Capital Management LLP	$66.8M	404,274	−3,368	TRIM
158	Cerity Partners LLC	$65.8M	398,224	−312,811	TRIM
159	FIRST TRUST ADVISORS LP	$64.7M	391,135	−7,418	TRIM
160	Susquehanna Portfolio Strategies, LLC	$64.6M	390,533	0	NO CHANGE
161	VOYA INVESTMENT MANAGEMENT LLC	$63.9M	386,181	−454,484	TRIM
162	ALLIANZ SE	$62.8M	379,579	+55	ADD
163	MetLife Investment Management, LLC	$60.1M	363,757	−9,428	TRIM
164	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$60.0M	362,617	+534	ADD
165	Clark Capital Management Group, Inc.	$59.1M	357,523	+5,997	ADD
166	Newport Trust Company, LLC	$57.0M	344,822	−45,056	TRIM
167	Bronte Capital Management Pty Ltd.	$56.4M	341,098	−57,458	TRIM
168	Sumitomo Mitsui DS Asset Management Company, Ltd	$55.8M	337,229	−2,759	TRIM
169	CIBC Bancorp USA Inc.	$55.7M	336,248	—	NO PRIOR
170	Haverford Trust Co	$54.6M	330,179	+38,465	ADD
171	WATERS PARKERSON & CO., LLC	$54.0M	326,696	−858	TRIM
172	EXCHANGE TRADED CONCEPTS, LLC	$53.0M	320,521	+14,904	ADD
173	Sanctuary Advisors, LLC	$52.5M	317,635	+26,165	ADD
174	Mirae Asset Global Investments Co., Ltd.	$52.2M	315,525	+39,876	ADD
175	Bank Pictet & Cie (Europe) AG	$52.2M	315,469	+14,169	ADD
176	Swiss Life Asset Management Ltd	$51.8M	313,472	+29,732	ADD
177	D. E. Shaw & Co., Inc.	$51.1M	309,149	−299,423	TRIM
178	Woodline Partners LP	$50.4M	304,902	+39,313	ADD
179	MILLENNIUM MANAGEMENT LLC	$50.0M	302,584	+188,337	ADD
180	KEYBANK NATIONAL ASSOCIATION/OH	$49.3M	298,200	+141,460	ADD
181	CIBC WORLD MARKET INC.	$48.8M	295,052	−92,182	TRIM
182	MERCER GLOBAL ADVISORS INC /ADV	$47.7M	288,723	−2,885	TRIM
183	Pathstone Holdings, LLC	$47.6M	287,481	+13,200	ADD
184	SCHRODER INVESTMENT MANAGEMENT GROUP	$47.4M	287,437	+11,131	ADD
185	Midwest Trust Co	$45.7M	276,193	+1,555	ADD
186	FIL Ltd	$45.6M	275,640	−538	TRIM
187	WHITTIER TRUST CO	$45.2M	281,824	−98,464	TRIM
188	Rockefeller Capital Management L.P.	$44.7M	270,463	+6,564	ADD
189	Baird Financial Group, Inc.	$44.0M	265,912	+265,912	NEW
190	Illinois Municipal Retirement Fund	$43.9M	265,572	−2,429	TRIM
191	XPONANCE LLC	$42.4M	256,699	+22,207	ADD
192	Beacon Pointe Advisors, LLC	$41.9M	253,533	+27,600	ADD
193	Utah Retirement Systems	$41.9M	253,308	−4,107	TRIM
194	PUBLIC SECTOR PENSION INVESTMENT BOARD	$41.4M	250,455	−100,869	TRIM
195	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$39.9M	241,403	−34,814	TRIM
196	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$39.6M	239,407	+22,794	ADD
197	BLAIR WILLIAM & CO/IL	$39.5M	238,803	−9,594	TRIM
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$39.5M	241,886	+13,678	ADD
199	QRG CAPITAL MANAGEMENT, INC.	$39.1M	236,708	+42,163	ADD
200	IFM Investors Pty Ltd	$38.6M	233,395	+8,854	ADD
201	COMMERCE BANK	$38.6M	233,310	+40,450	ADD
202	Rakuten Investment Management, Inc.	$38.1M	231,025	+26,252	ADD
203	NEOS Investment Management LLC	$37.8M	228,438	+13,891	ADD
204	ProShare Advisors LLC	$37.2M	224,780	−58,758	TRIM
205	Vanguard Personalized Indexing Management, LLC	$34.7M	210,157	+16,008	ADD
206	AUXIER ASSET MANAGEMENT LLC	$34.0M	205,647	−1,316	TRIM
207	GLENMEDE TRUST CO NA	$34.0M	205,361	−20,479	TRIM
208	NISSAY ASSET MANAGEMENT CORP /JAPAN	$33.8M	204,463	+2,758	ADD
209	Curi Capital, LLC	$33.5M	201,120	−1,437	TRIM
210	OPPENHEIMER ASSET MANAGEMENT INC.	$33.5M	202,343	+10,309	ADD
211	CWM, LLC	$33.3M	201,295	+64,434	ADD
212	ADAMS DIVERSIFIED EQUITY FUND, INC.	$33.1M	200,135	−5,300	TRIM
213	Wealthfront Advisers LLC	$33.1M	199,970	+6,827	ADD
214	Pinnacle Financial Partners, Inc.	$33.1M	199,925	+2,834	ADD
215	Dash Acquisitions Inc.	$32.9M	208,765	+4,578	ADD
216	INTECH INVESTMENT MANAGEMENT LLC	$32.8M	198,391	−40,859	TRIM
217	CORTLAND ASSOCIATES INC/MO	$32.7M	197,837	−4,057	TRIM
218	Assenagon Asset Management S.A.	$31.8M	192,250	+94,793	ADD
219	Atria Investments, Inc	$31.4M	189,984	+6,602	ADD
220	Tidal Investments LLC	$30.8M	186,261	−56,070	TRIM
221	&PARTNERS	$30.3M	183,466	+5,222	ADD
222	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$30.3M	183,428	−1,979	TRIM
223	NS Partners Ltd	$29.7M	179,592	+74,661	ADD
224	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$29.5M	178,237	0	NO CHANGE
225	Cornerstone Advisors, LLC	$29.2M	176,843	+62,343	ADD
226	Trajan Wealth LLC	$29.1M	175,998	+25,884	ADD
227	NorthRock Partners, LLC	$29.0M	175,418	−4,801	TRIM
228	TOKIO MARINE ASSET MANAGEMENT CO LTD	$28.9M	174,599	+4,258	ADD
229	RWC Asset Management LLP	$28.8M	174,315	−6,346	TRIM
230	TCTC Holdings, LLC	$28.8M	174,169	−665	TRIM
231	1832 Asset Management L.P.	$28.7M	173,353	−627	TRIM
232	Allspring Global Investments Holdings, LLC	$28.3M	179,787	+607	ADD
233	EAGLE GLOBAL ADVISORS LLC	$27.9M	168,801	+660	ADD
234	Blue Chip Partners, LLC	$27.7M	167,288	+4,680	ADD
235	Capital Group Private Client Services, Inc.	$27.5M	166,167	−73,497	TRIM
236	Americana Partners, LLC	$27.3M	165,169	+6,616	ADD
237	Alley Investment Management Company, LLC	$27.3M	165,073	−8,504	TRIM
238	CONNING INC.	$26.9M	162,657	−7,819	TRIM
239	BROWN ADVISORY INC	$26.6M	161,005	−84	TRIM
240	Allworth Financial LP	$26.1M	157,816	+3,999	ADD
241	Dana Investment Advisors, Inc.	$26.0M	157,434	+47,425	ADD
242	Dai-ichi Life Insurance Company, Ltd	$25.9M	156,829	−5,896	TRIM
243	ProVise Management Group, LLC	$25.6M	155,064	+2,201	ADD
244	WHITTIER TRUST CO OF NEVADA INC	$25.6M	159,358	−39,640	TRIM
245	Orion Porfolio Solutions, LLC	$25.5M	154,272	−11,263	TRIM
246	STOCK YARDS BANK & TRUST CO	$25.3M	153,130	+5,343	ADD
247	Cresset Asset Management, LLC	$24.8M	148,906	+14,597	ADD
248	Kestra Advisory Services, LLC	$24.8M	150,158	+4,562	ADD
249	Gotham Asset Management, LLC	$24.8M	150,010	−71,268	TRIM
250	Steward Partners Investment Advisory, LLC	$24.6M	148,924	+11,433	ADD
251	Empowered Funds, LLC	$24.3M	147,128	+147,128	NEW
252	CHOREO, LLC	$24.1M	144,605	+1,729	ADD
253	Huber Capital Management LLC	$23.7M	143,214	−3,201	TRIM
254	IEQ CAPITAL, LLC	$23.4M	141,714	−13,934	TRIM
255	INTACT INVESTMENT MANAGEMENT INC.	$23.3M	140,700	+2,600	ADD
256	SAPIENT CAPITAL LLC	$22.6M	135,580	−9,017	TRIM
257	Y-Intercept (Hong Kong) Ltd	$22.1M	133,907	+133,907	NEW
258	Merit Financial Group, LLC	$22.1M	133,694	−4,053	TRIM
259	MUFG Securities EMEA plc	$21.8M	131,834	+68,000	ADD
260	Ninety One SA (PTY) Ltd	$21.5M	130,423	−1,732	TRIM
261	FOUNDATIONS INVESTMENT ADVISORS, LLC	$21.3M	128,599	+7,998	ADD
262	BBR PARTNERS, LLC	$21.1M	127,524	−11,154	TRIM
263	Taikang Asset Management (Hong Kong) Co Ltd	$21.0M	127,221	−3,158	TRIM
264	Weinberger Asset Management, Inc	$21.0M	127,027	+7	ADD
265	GREAT LAKES ADVISORS, LLC	$20.8M	125,864	−138,527	TRIM
266	BENJAMIN EDWARDS INC	$20.4M	123,331	+21,552	ADD
267	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$20.2M	121,906	+121,906	NEW
268	Atlantic Union Bankshares Corp	$19.9M	120,519	+4,684	ADD
269	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	$19.8M	119,778	−808	TRIM
270	Lido Advisors, LLC	$19.8M	118,698	−8,149	TRIM
271	ADVISORY RESEARCH INC	$19.8M	119,550	−58,992	TRIM
272	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$19.7M	118,104	+118,104	NEW
273	HOWE & RUSLING INC	$19.7M	119,062	+2,375	ADD
274	World Investment Advisors	$19.5M	118,131	+2,864	ADD
275	Foster Victor Wealth Advisors, LLC	$19.5M	122,206	+7,472	ADD
276	DAVIDSON INVESTMENT ADVISORS	$19.1M	115,594	−1,131	TRIM
277	Callan Family Office, LLC	$19.1M	115,240	−5,258	TRIM
278	MARKEL GROUP INC.	$18.9M	114,500	0	NO CHANGE
279	SOROS FUND MANAGEMENT LLC	$18.6M	112,294	+112,294	NEW
280	Investment Management Corp of Ontario	$18.4M	111,411	+6,100	ADD
281	Foyston, Gordon & Payne Inc	$18.3M	110,512	−54,338	TRIM
282	Mesirow Financial Investment Management, Inc.	$18.0M	109,138	+54,313	ADD
283	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$17.8M	107,500	+42,500	ADD
284	GW HENSSLER & ASSOCIATES LTD	$17.8M	107,376	−32,141	TRIM
285	Carnegie Investment Counsel	$17.7M	106,992	+4,143	ADD
286	STALEY CAPITAL ADVISERS INC	$17.7M	106,754	+4,272	ADD
287	EPACRIA CAPITAL PARTNERS, LLC	$17.6M	106,667	0	NO CHANGE
288	Equitable Holdings, Inc.	$17.3M	106,309	+54,231	ADD
289	Sequoia Financial Advisors, LLC	$17.3M	104,713	+1,763	ADD
290	HB Wealth Management, LLC	$17.0M	102,958	+7,649	ADD
291	Annex Advisory Services, LLC	$16.9M	102,261	+6,633	ADD
292	YOUSIF CAPITAL MANAGEMENT, LLC	$16.6M	100,345	−4,897	TRIM
293	Canal Capital Management, LLC	$16.5M	99,992	+1,497	ADD
294	Bleakley Financial Group, LLC	$16.3M	98,803	−12,350	TRIM
295	Global X Japan Co., Ltd.	$16.3M	98,735	+4,218	ADD
296	Norinchukin Bank, The	$16.1M	97,145	+30	ADD
297	OPAL CAPITAL LLC	$15.9M	96,456	+96,456	NEW
298	Kinsale Capital Group, Inc.	$15.8M	95,597	+3,874	ADD
299	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$15.6M	94,642	−5,470	TRIM
300	MIZUHO SECURITIES USA LLC	$15.6M	94,108	−19,236	TRIM
301	Vestmark Advisory Solutions, Inc.	$15.4M	93,426	+8,178	ADD
302	Rafferty Asset Management, LLC	$15.4M	93,171	−37,194	TRIM
303	CFM WEALTH PARTNERS LLC	$15.4M	93,112	+3,481	ADD
304	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$15.3M	92,410	+42,739	ADD
305	CenterBook Partners LP	$15.3M	92,365	+46,108	ADD
306	FIRST FOUNDATION ADVISORS	$15.2M	91,974	−85	TRIM
307	Waverly Advisors, LLC	$15.2M	91,689	+4,106	ADD
308	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$15.0M	90,971	+3,356	ADD
309	MAI Capital Management	$15.0M	90,616	+2,896	ADD
310	Private Advisor Group, LLC	$14.8M	89,420	−2,335	TRIM
311	CENTRAL TRUST Co	$14.6M	88,088	−47	TRIM
312	Titan Investment Solutions Ltd	$14.5M	87,683	−2,167	TRIM
313	WINTON GROUP Ltd	$14.5M	87,646	+87,646	NEW
314	Violich Capital Management, Inc.	$14.3M	86,445	+890	ADD
315	Empire Life Investments Inc.	$14.2M	89,948	−4,925	TRIM
316	TrueMark Investments, LLC	$14.1M	85,031	−351	TRIM
317	Sky Investment Group LLC	$14.1M	85,000	−497	TRIM
318	D.A. DAVIDSON & CO.	$13.8M	83,289	+1,187	ADD
319	Patriot Financial Group Insurance Agency, LLC	$13.7M	83,104	+42,893	ADD
320	PRINCIPAL SECURITIES, INC.	$13.6M	82,184	+6,122	ADD
321	FIRST NATIONAL BANK OF OMAHA	$13.5M	81,638	+1,162	ADD
322	GUGGENHEIM CAPITAL LLC	$13.3M	80,441	−63,120	TRIM
323	FIRST NATIONAL TRUST CO	$13.2M	79,917	+4,439	ADD
324	Vise Technologies, Inc.	$12.9M	80,728	0	NO CHANGE
325	Maryland State Retirement & Pension System	$12.9M	78,251	0	NO CHANGE
326	Channing Capital Management, LLC	$12.8M	77,521	−3,275	TRIM
327	UNIVEST FINANCIAL Corp	$12.7M	76,913	−5,213	TRIM
328	JANE STREET GROUP, LLC	$12.7M	76,743	+7,623	ADD
329	Federation des caisses Desjardins du Quebec	$12.7M	76,594	+17,208	ADD
330	Ascent Group, LLC	$12.5M	75,521	−648	TRIM
331	DIVERSIFY WEALTH MANAGEMENT, LLC	$12.5M	76,585	+44,478	ADD
332	Glenview Trust Co	$12.4M	74,751	−854	TRIM
333	Vident Advisory, LLC	$12.3M	74,255	+11,076	ADD
334	Envestnet Portfolio Solutions, Inc.	$12.3M	74,187	−45,772	TRIM
335	Summit Trail Advisors, LLC	$12.2M	74,021	+5,141	ADD
336	WESTWOOD HOLDINGS GROUP INC	$12.2M	73,632	−4,127	TRIM
337	Cardinal Point Capital Management ULC	$12.1M	73,201	−3,169	TRIM
338	Diversified Trust Co	$12.1M	73,044	+17,663	ADD
339	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$12.1M	73,025	+1,480	ADD
340	Capital Investment Advisors, LLC	$12.1M	72,925	−642	TRIM
341	Mill Capital Management, LLC	$11.9M	72,222	0	NO CHANGE
342	Ruffer LLP	$11.9M	71,879	−117,426	TRIM
343	RITHOLTZ WEALTH MANAGEMENT	$11.9M	71,934	+2,408	ADD
344	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$11.9M	71,698	−4,204	TRIM
345	Oliver Luxxe Assets LLC	$11.8M	71,401	+656	ADD
346	Oasis Advisors, LLC	$11.8M	71,326	—	NO PRIOR
347	Independent Advisor Alliance	$11.7M	70,786	−685	TRIM
348	SP Asset Management LLC	$11.7M	70,466	+667	ADD
349	Cedar Wealth Management, LLC	$11.6M	70,094	+67	ADD
350	United Asset Strategies, Inc.	$11.6M	69,990	−563	TRIM
351	Avestar Capital, LLC	$11.6M	69,749	+42,615	ADD
352	Talbot Financial, LLC	$11.6M	69,905	+2,240	ADD
353	TCV Trust & Wealth Management, Inc.	$11.4M	69,187	+4,792	ADD
354	WCG Wealth Advisors LLC	$11.4M	69,157	+2,542	ADD
355	Argent Trust Co	$11.1M	67,156	−106	TRIM
356	Veritas Asset Management LLP	$11.1M	67,036	0	NO CHANGE
357	Copeland Capital Management, LLC	$11.0M	66,703	−3,459	TRIM
358	Heritage Wealth Advisors	$10.8M	65,521	−9,522	TRIM
359	Citizens National Bank Trust Department	$10.7M	64,420	+683	ADD
360	Narwhal Capital Management	$10.6M	63,896	−4,313	TRIM
361	PINNACLE ASSOCIATES LTD	$10.6M	63,853	−264	TRIM
362	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$10.5M	63,630	−400	TRIM
363	Walleye Capital LLC	$10.5M	63,346	−138,189	TRIM
364	Linscomb Wealth, Inc.	$10.4M	63,171	−18,404	TRIM
365	OPPENHEIMER & CO INC	$10.4M	62,836	−8,918	TRIM
366	Robeco Institutional Asset Management B.V.	$10.3M	62,222	−275,772	TRIM
367	Savoir Faire Capital Management, L.P.	$10.3M	62,120	−26,328	TRIM
368	LOWE BROCKENBROUGH & CO INC	$10.2M	61,415	−1,253	TRIM
369	Wealthspire Advisors, LLC	$10.1M	60,938	+1,561	ADD
370	NewEdge Wealth, LLC	$10.1M	60,883	−5,754	TRIM
371	Arrow Capital Management, LLC	$10.0M	60,422	−7,000	TRIM
372	Quilter Plc	$9.8M	59,089	−869	TRIM
373	Caprock Group, LLC	$9.6M	57,335	+6,567	ADD
374	Cypress Capital Group	$9.5M	57,607	+695	ADD
375	Vinva Investment Management Ltd	$9.5M	57,622	+5,335	ADD
376	MEYER HANDELMAN CO	$9.5M	57,319	−65	TRIM
377	HUNTINGTON NATIONAL BANK	$9.5M	57,233	+57,233	NEW
378	Beverly Hills Private Wealth, LLC	$9.4M	57,121	−1,232	TRIM
379	AVIVA PLC	$9.4M	56,940	−907	TRIM
380	SEARLE & CO.	$9.3M	56,301	+300	ADD
381	Apollon Wealth Management, LLC	$9.3M	56,018	−503	TRIM
382	CAPSTONE INVESTMENT ADVISORS, LLC	$9.2M	55,613	+55,613	NEW
383	JUPITER ASSET MANAGEMENT LTD	$9.2M	55,543	−144,305	TRIM
384	Freestone Capital Holdings, LLC	$9.1M	55,141	+2,559	ADD
385	American Money Management, LLC	$9.0M	54,471	−1,049	TRIM
386	PRIVATE MANAGEMENT GROUP INC	$8.9M	53,625	0	NO CHANGE
387	BALYASNY ASSET MANAGEMENT L.P.	$8.8M	53,193	+15,921	ADD
388	EP Wealth Advisors, LLC	$8.8M	53,139	−918	TRIM
389	SAGESPRING WEALTH PARTNERS, LLC	$8.7M	52,686	−329	TRIM
390	REGIONS FINANCIAL CORP	$8.7M	52,656	−2,446	TRIM
391	PITTENGER & ANDERSON INC	$8.6M	52,191	+16,295	ADD
392	Advisors Asset Management, Inc.	$8.6M	52,132	−4,973	TRIM
393	Empirical Finance, LLC	$8.6M	52,019	−87	TRIM
394	Clearstead Advisors, LLC	$8.5M	51,283	+13,706	ADD
395	SANDERS MORRIS HARRIS LLC	$8.4M	50,863	+50,863	NEW
396	Concurrent Investment Advisors, LLC	$8.4M	50,828	−10,288	TRIM
397	JOHNSON INVESTMENT COUNSEL INC	$8.4M	50,667	−1,892	TRIM
398	HM PAYSON & CO	$8.3M	50,192	−1,286	TRIM
399	CLOUGH CAPITAL PARTNERS L P	$8.3M	50,189	+50,189	NEW
400	Triavera Capital LLC	$8.3M	49,986	0	NO CHANGE
401	COLDSTREAM CAPITAL MANAGEMENT INC	$8.2M	49,837	+2,414	ADD
402	KESTRA PRIVATE WEALTH SERVICES, LLC	$8.1M	49,012	+4,054	ADD
403	Vigil Wealth Management, LLC	$8.1M	48,893	+28	ADD
404	Aurdan Capital Management, LLC	$8.0M	48,502	+237	ADD
405	Jain Global LLC	$7.8M	47,457	+47,457	NEW
406	STRATEGY ASSET MANAGERS LLC	$7.8M	47,323	+138	ADD
407	Man Group plc	$7.8M	47,102	−38,650	TRIM
408	Metis Global Partners, LLC	$7.8M	46,923	−1,747	TRIM
409	FIRST CITIZENS BANK & TRUST CO	$7.7M	46,517	+1,453	ADD
410	B. Metzler seel. Sohn & Co. AG	$7.6M	46,234	−454	TRIM
411	U.S. Capital Wealth Advisors, LLC	$7.6M	46,181	−19,947	TRIM
412	Meiji Yasuda Asset Management Co Ltd.	$7.6M	46,003	−12,960	TRIM
413	Ethic Inc.	$7.6M	45,920	+5,028	ADD
414	Tower Research Capital LLC (TRC)	$7.5M	45,591	−727	TRIM
415	IHT Wealth Management, LLC	$7.5M	45,578	+55	ADD
416	NORDEN GROUP LLC	$7.5M	45,438	+376	ADD
417	Turtle Creek Wealth Advisors, LLC	$7.5M	45,437	+1,621	ADD
418	Ardent Capital Management, Inc.	$7.5M	45,256	−184	TRIM
419	North Dakota State Investment Board	$7.5M	45,145	−8,289	TRIM
420	ELEVATION POINT WEALTH PARTNERS, LLC	$7.5M	44,913	+32,382	ADD
421	Laird Norton Wetherby Trust Company, LLC	$7.4M	44,335	−344	TRIM
422	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$7.4M	44,623	+377	ADD
423	Mengis Capital Management, Inc.	$7.3M	44,400	−179	TRIM
424	Sowell Financial Services LLC	$7.3M	44,281	−338	TRIM
425	LGT Fund Management Co Ltd.	$7.3M	44,065	−3,363	TRIM
426	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$7.2M	43,753	+1,230	ADD
427	Cohen Klingenstein LLC	$7.2M	43,679	0	NO CHANGE
428	AlTi Global, Inc.	$7.2M	43,895	−29	TRIM
429	MGO ONE SEVEN LLC	$7.2M	43,527	−2,946	TRIM
430	Brooklyn Investment Group	$7.2M	43,276	+11,624	ADD
431	Investmark Advisory Group LLC	$7.1M	43,173	−1,385	TRIM
432	MUFG SECURITIES AMERICAS INC.	$7.1M	43,065	+1,129	ADD
433	R.H. Investment Group, LLC	$7.1M	44,024	−43	TRIM
434	Meiji Yasuda America Inc	$7.1M	42,837	−589	TRIM
435	EQUITABLE TRUST CO	$7.1M	42,801	−2,006	TRIM
436	Csenge Advisory Group	$7.0M	42,570	−277	TRIM
437	Stokes Family Office, LLC	$7.0M	42,425	−6,541	TRIM
438	DELTEC ASSET MANAGEMENT LLC	$7.0M	42,370	0	NO CHANGE
439	SCOTIA CAPITAL INC.	$7.0M	42,366	+2,730	ADD
440	SECURIAN ASSET MANAGEMENT, INC	$7.0M	42,228	−100	TRIM
441	STEPHENS INC /AR/	$6.9M	41,697	+1,536	ADD
442	Mutual Advisors, LLC	$6.9M	41,485	+3,824	ADD
443	Waterloo Capital, L.P.	$6.8M	41,374	−788	TRIM
444	CLOVERFIELDS CAPITAL GROUP, LP	$6.8M	40,927	−1,338	TRIM
445	RWA WEALTH PARTNERS, LLC	$6.7M	40,820	−64	TRIM
446	NICOLET BANKSHARES INC	$6.7M	41,884	+41,884	NEW
447	Beacon Harbor Wealth Advisors, Inc.	$6.7M	40,675	+1,036	ADD
448	TWO SIGMA INVESTMENTS, LP	$6.7M	40,645	0	NO CHANGE
449	Sound View Wealth Advisors Group, LLC	$6.7M	40,536	+305	ADD
450	Snowden Capital Advisors LLC	$6.7M	40,115	+3,635	ADD
451	Ridgepath Capital Management LLC	$6.7M	40,463	+721	ADD
452	Town & Country Bank & Trust CO dba First Bankers Trust CO	$6.7M	40,394	−972	TRIM
453	STANSBERRY ASSET MANAGEMENT, LLC	$6.7M	40,349	+34,438	ADD
454	Apella Capital, LLC	$6.6M	42,037	+13,773	ADD
455	3Chopt Investment Partners, LLC	$6.6M	39,663	−610	TRIM
456	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$6.6M	40,000	−2,044	TRIM
457	AlphaCore Capital LLC	$6.6M	39,404	−18,385	TRIM
458	Savant Capital, LLC	$6.5M	39,510	+7,507	ADD
459	FIDUCIARY TRUST CO	$6.5M	39,155	+271	ADD
460	QUADRANT CAPITAL GROUP LLC	$6.5M	39,114	+6,107	ADD
461	Procyon Advisors, LLC	$6.3M	37,994	+2,488	ADD
462	HOURGLASS CAPITAL, LLC	$6.3M	37,994	−15,411	TRIM
463	Prospera Financial Services Inc	$6.2M	37,780	−504	TRIM
464	KING LUTHER CAPITAL MANAGEMENT CORP	$6.2M	37,674	−1,620	TRIM
465	UMB Bank, n.a.	$6.2M	37,579	+934	ADD
466	CAPITAL INTERNATIONAL LTD /CA/	$6.2M	37,392	+595	ADD
467	Hennion & Walsh Asset Management, Inc.	$6.1M	36,773	+4,863	ADD
468	Oak Harvest Investment Services	$6.1M	36,743	+6,624	ADD
469	Meeder Advisory Services, Inc.	$6.1M	36,653	+4,327	ADD
470	Stratos Wealth Partners, LTD.	$6.1M	36,617	+138	ADD
471	HENNESSY ADVISORS INC	$5.9M	35,900	−27,900	TRIM
472	Keystone Financial Planning, Inc.	$5.8M	35,358	−42,566	TRIM
473	Cornerstone Wealth Group, LLC	$5.8M	38,081	+1,056	ADD
474	Principle Wealth Partners LLC	$5.8M	35,016	−28	TRIM
475	TD Waterhouse Canada Inc.	$5.8M	36,701	+12,521	ADD
476	Peterson Wealth Services	$5.7M	34,732	+1,375	ADD
477	OLD NATIONAL BANCORP /IN/	$5.7M	34,586	−1,993	TRIM
478	Wilmington Savings Fund Society, FSB	$5.7M	34,432	−978	TRIM
479	Aptus Capital Advisors, LLC	$5.6M	34,152	−3,834	TRIM
480	TOWNSQUARE CAPITAL LLC	$5.5M	33,516	−1,431	TRIM
481	Savvy Advisors, Inc.	$5.5M	33,226	+6,714	ADD
482	Generali Asset Management SPA SGR	$5.5M	33,076	−16,257	TRIM
483	CPC Advisors, LLC	$5.4M	32,859	+15,611	ADD
484	BARTLETT & CO. WEALTH MANAGEMENT LLC	$5.4M	31,925	−295	TRIM
485	WINDWARD CAPITAL MANAGEMENT CO /CA	$5.4M	32,539	+4,129	ADD
486	Summit Financial, LLC	$5.4M	32,213	+1,317	ADD
487	FULTON BANK, N.A.	$5.4M	32,405	+3,714	ADD
488	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$5.3M	32,260	−11,052	TRIM
489	SIGNATUREFD, LLC	$5.3M	32,221	+2,945	ADD
490	Addison Capital Co	$5.3M	31,779	+7,793	ADD
491	Vest Financial, LLC	$5.2M	31,713	+3,301	ADD
492	Cumberland Partners Ltd	$5.2M	31,580	−9,050	TRIM
493	CITIZENS FINANCIAL GROUP INC/RI	$5.2M	31,519	−3,987	TRIM
494	Generali Investments CEE, investicni spolecnost, a.s.	$5.2M	31,424	−1,083	TRIM
495	OneDigital Investment Advisors LLC	$5.2M	31,326	+5,641	ADD
496	Orca Wealth Management, LLC	$5.2M	31,277	+1,970	ADD
497	Wedmont Private Capital	$5.1M	31,998	+198	ADD
498	Pekin Hardy Strauss, Inc.	$5.1M	31,034	+622	ADD
499	SEGALL BRYANT & HAMILL, LLC	$5.1M	31,031	0	NO CHANGE
500	PFG Investments, LLC	$5.1M	30,941	+273	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Soros Fund Management $18.6M held
Trimming: 5 Fundsmith, Gotham Asset Management, Bridgewater Associates, Lone Pine Capital, Duquesne Family Office $870M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Philip Morris International Inc

Merged timeline of congressional filings and notable-manager moves on PM
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Soros Fund Management 13F	NEW	+112,294 sh
2026-05-15	Fundsmith 13F	TRIM	−1,011,434 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−71,268 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−26,430 sh
2026-05-15	Lone Pine Capital 13F	EXIT	−2,643,579 sh
2026-05-15	Duquesne Family Office 13F	EXIT	−67,400 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

36 members of Congress disclosed PM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).