Whale Analyzer
PM Institutional Holders and 13F Ownership
Compare 16 tracked holders of PM, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, First Eagle Investment Management, Gardner Russo & Quinn, and National Pension Service.
Continue to the live PM dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $15.24B | 84.3M | Increased | 2026-06-30 |
| First Eagle Investment Management 13F holdings | $1.07B | 5.9M | Increased | 2026-06-30 |
| Gardner Russo & Quinn 13F holdings | $819.7M | 4.5M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $675.3M | 3.7M | Increased | 2026-06-30 |
| Fundsmith Equity Fund 13F holdings | $527.1M | 2.9M | Reduced | 2026-06-30 |
| Baillie Gifford & Co 13F holdings | $354.1M | 2.0M | Increased | 2026-06-30 |
| Maverick Capital 13F holdings | $263.6M | 1.5M | Increased | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $149.1M | 824.0K | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $21.8M | 114.5K | Held | 2026-09-30 |
| Soros Fund Management 13F holdings | $20.3M | 112.3K | Held | 2026-06-30 |
| Horizon Kinetics Asset Management 13F holdings | $3.6M | 19.6K | Reduced | 2026-06-30 |
| Dodge & Cox 13F holdings | $3.0M | 16.5K | Held | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
- Gardner Russo & Quinn SEC filing (0000860643-26-000005) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Fundsmith Equity Fund SEC filing (0001569205-26-000012) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Maverick Capital SEC filing (0000947871-26-000793) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Yacktman Asset Management SEC filing (0000905567-26-000005) · report date 2026-09-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Semper Augustus Investments SEC filing (0001941040-26-000625) · report date 2026-06-30
Tracked-sample concentration
Reported position value for PM is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 79.6% of aggregate reported value in this sample
- Top 5 tracked holders: 95.7% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 16 tracked holders, 6 increased, 6 held, 4 reduced. Net positioning is net buying.
- Capital Research Global Investors ($15.24B) (▲ 5.6% qoq shares) · modeled avg cost estimate $89.30
- First Eagle Investment Management ($1.07B) (▲ 0.6% qoq shares)
- Gardner Russo & Quinn ($819.7M) (▼ 1.6% qoq shares)
- National Pension Service ($675.3M) (▲ 3.3% qoq shares) · modeled avg cost estimate $96.13
- Fundsmith Equity Fund ($527.1M) (▼ 43.0% qoq shares)
- Baillie Gifford & Co ($354.1M) (▲ 19.1% qoq shares) · modeled avg cost estimate $162.97
- Maverick Capital ($263.6M) (▲ 156.9% qoq shares) · modeled avg cost estimate $35.24
- PRIMECAP Management Company ($149.1M) (▼ 4.7% qoq shares) · modeled avg cost estimate $161.84
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 11 covered tracked holders is $90.87 versus a current price of $197.88, so PM trades above that estimate (+117.8%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Consumer Staples
PM sits within the Consumer Staples sector alongside 30 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live PM dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on PM with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns PM stock?
Whale Analyzer tracks 16 public-disclosure holders of PM with a combined reported value of $19.16B. See the holder table above for the largest tracked positions.
Which top funds are buying PM?
Tracked holders were net buying last quarter — 6 increased, 6 held, 4 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked PM sample?
The top five tracked holders account for 95.7% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does PM compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 11 covered tracked holders is $90.87 versus a current price of $197.88 (+117.8%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for PM?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive PM dashboard to explore them, or read our 13F Alpha Signals Guide.