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HomeStocksPMInstitutional Holders

PM logoPhilip Morris International Inc. (PM) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+0.44 pp), though top 10 holders maintain a highly concentrated 57.5% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
84.3%$231.1B total value · ▲ +0.44 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
50 / 100
Neutral
Institutions & Flow2,938 holders+53 net flow (+177 / -124)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+53)
  • Top 10 holders control 57.5% of institutional value
  • No Insider Signal

Top Institutional Holders of PM

Ranked by reported Q2 2026 13F market value

Top 10 Holders
57.5%
Top 25 Holders
75.0%

Share of total reported institutional value in PM held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1Capital World Investors133.2M$24.09B-0.2%8.543%2.85%
2BlackRock, Inc.108.0M$19.55B+0.4%6.932%0.29%
3VANGUARD CAPITAL MANAGEMENT LLC101.8M$18.41B+0.6%6.530%0.39%
4Capital Research Global Investors84.3M$15.24B+5.5%5.406%2.13%
5Capital International Investors72.3M$13.07B-0.7%4.636%2.70%
6STATE STREET CORP55.6M$10.13B+1.0%3.565%0.15%
7JPMORGAN CHASE & CO48.2M$8.81B-6.6%3.092%0.49%
8FMR LLC46.5M$8.42B+3.9%2.985%0.37%
9GQG Partners LLC45.4M$8.22B-9.3%2.915%15.29%
10GEODE CAPITAL MANAGEMENT, LLC39.0M$7.06B+1.5%2.505%0.38%
11VANGUARD PORTFOLIO MANAGEMENT LLC30.3M$5.48B+2.4%1.943%0.25%
12MORGAN STANLEY25.5M$4.61B+4.5%1.636%0.24%
13FRANKLIN RESOURCES INC19.3M$3.50B+16.4%1.240%0.76%
14WELLINGTON MANAGEMENT GROUP LLP17.5M$3.17B+3.9%1.123%0.55%
15BANK OF AMERICA CORP /DE/17.0M$3.08B-1.4%1.091%0.20%
16Invesco Ltd.16.1M$2.91B+0.1%1.032%0.23%
17NORTHERN TRUST CORP14.0M$2.53B-3.2%0.897%0.29%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC13.6M$2.47B+0.7%0.876%0.33%
19Bank of New York Mellon Corp11.7M$2.11B+30.9%0.749%0.35%
20FAYEZ SAROFIM & CO11.0M$1.98B+1.8%0.704%4.66%
21GOLDMAN SACHS GROUP INC10.9M$1.97B+16.2%0.698%0.17%
22WCM INVESTMENT MANAGEMENT, LLC10.3M$1.88B-4.4%0.661%3.42%
23Nuveen, LLC8.9M$1.61B-8.0%0.571%0.38%
24VANGUARD FIDUCIARY TRUST CO8.8M$1.58B-0.1%0.561%0.35%
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/8.6M$1.57B-0.7%0.550%0.50%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PM — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in PM during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers177Added To2,326Trimmed335Exited124
  • Capital World Investors$24.09B
  • BlackRock, Inc.$19.55B
  • VANGUARD CAPITAL MANAGEMENT LLC$18.41B
  • Capital Research Global Investors$15.24B
  • Capital International Investors$13.07B
  • STATE STREET CORP$10.13B
  • JPMORGAN CHASE & CO$8.81B
  • FMR LLC$8.42B
  • GEODE CAPITAL MANAGEMENT, LLC$7.06B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$5.48B
  • MORGAN STANLEY$4.61B
  • FRANKLIN RESOURCES INC$3.50B

PM Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 20262,938+3.0%84.32%+0.44 pp$231.13B+9.1%
Q1 20262,852+3.6%83.88%+0.97 pp$211.89B+1.4%
Q4 20252,752+2.5%82.91%+0.25 pp$208.93B+2.7%
Q3 20252,6863.1%82.66%+1.33 pp$203.37B10%
Q2 20252,773+5.6%81.33%+0.09 pp$226.71B+17%
Q1 20252,627+8.7%81.24%+0.96 pp$193.60B+31%
Q4 20242,417+6.1%80.28%+0.98 pp$147.61B+2.1%
Q3 20242,279—79.30%—$144.52B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

PM — Frequently Asked Questions

Quick answers to the most common questions about buying PM stock.

What percentage of PM is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Philip Morris International Inc. stands at 84.3%, held across 2,938 reporting institutions.

Who is the largest institutional holder of PM?

Capital World Investors is the largest reported institutional holder of PM, with approximately 133,152,391 shares worth $24.09B as of Q2 2026.

Is PM a hedge fund favorite?

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PM.

What is PM's Smart Money Score?

Our composite Smart Money Score for PM is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought PM this quarter?

177 institutions opened new positions in PM during Q2 2026, while 124 fully exited. 2,326 added to existing positions and 335 trimmed.

How is institutional ownership of PM changing?

PM institutional ownership rose by 0.44 percentage points quarter-over-quarter, with a net change of +86 holders.

How concentrated is PM ownership among the top holders?

The top 10 institutions account for 57.5% of all reported 13F value in PM, and the top 25 account for 75.0%.

Where does this PM institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

PMPhilip Morris International Inc.
$197.88$308.4B
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