Philip Morris Ownership | Who Owns Philip Morris?
Philip Morris Ownership Summary
Philip Morris is owned by 79.53% institutional investors, 0.12% insiders, and 20.35% retail investors. Vanguard group is the largest institutional shareholder, holding 8.83% of PM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Philip Morris shares.
PM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Philip Morris | 79.53% | 0.12% | 20.35% |
| Sector | Consumer Defensive Stocks | 49.00% | 13.00% | 37.99% |
| Industry | Tobacco Stocks | 38.80% | 10.99% | 50.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 137.20M | 8.83% | $13.90B |
| Capital world investors | 115.57M | 7.44% | $11.71B |
| Blackrock | 98.98M | 6.37% | $10.03B |
| Capital investors | 96.38M | 6.21% | $9.77B |
| Capital research global investors | 59.88M | 3.86% | $6.07B |
| State street | 54.49M | 3.51% | $5.59B |
| Gqg partners | 36.25M | 2.33% | $3.67B |
| Geode capital management | 31.48M | 2.03% | $3.18B |
| Jpmorgan chase | 27.30M | 1.76% | $2.77B |
| Morgan stanley | 25.59M | 1.65% | $2.59B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| D1 capital partners | 6.09M | 10.40% | $616.65M |
| Caledonia investments | 732.56K | 8.93% | $74.22M |
| Epacria capital partners | 106.17K | 7.89% | $10.76M |
| Harber asset management | 254.42K | 6.88% | $25.78M |
| Independent franchise partners llp | 6.70M | 6.25% | $679.13M |
| Fundsmith investment services | 4.62M | 6.05% | $468.60M |
| Toms capital investment management lp | 1.59M | 6.04% | $161.01M |
| Fundsmith llp | 14.47M | 5.98% | $1.47B |
| Gardner russo & quinn | 5.47M | 5.85% | $553.91M |
| Dash acquisitions | 196.36K | 5.81% | $21.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 36.25M | 5.57% | 30.29M |
| Capital world investors | 115.57M | 1.91% | 4.33M |
| Massachusetts financial services co /ma/ | 5.88M | 0.18% | 2.60M |
| Fmr | 16.45M | 0.11% | 2.35M |
| Bank of new york mellon | 13.23M | 0.25% | 1.86M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 96.38M | 2.01% | -6.22M |
| Wellington management group llp | 19.89M | 0.36% | -4.11M |
| Morgan stanley | 25.59M | 0.20% | -3.78M |
| State street | 54.49M | 0.24% | -3.46M |
| Mitsubishi ufj kokusai asset management | 5.78M | 0.71% | -3.39M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Manning & napier advisors | 1.53M | 1.75% | 1.53M | $155.37M |
| Duquesne family office | 889.36K | 3.09% | 889.36K | $90.12M |
| Corebridge financial | 390.07K | 0.22% | 390.07K | $39.53M |
| Gcm grosvenor | 280.00K | 4.15% | 280.00K | $28.37M |
| Mirae asset global etfs | 265.51K | 0.06% | 265.51K | $26.91M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Abound wealth management | -12.00 |
| Pacific capital wealth advisors | -34.00 |
| First pacific financial | -44.00 |
| Truvestments capital | -83.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 2,218 | 1.14% | 1,235,137,514 | 1.48% | 79 | 1.29% | 1,006 | 5.56% | 836 | -4.02% |
| Mar 31, 2024 | 2,193 | -0.32% | 1,217,100,498 | -0.38% | 78 | 1.26% | 953 | 1.82% | 871 | 0.69% |
| Dec 31, 2023 | 2,200 | 5.31% | 1,221,691,473 | 0.65% | 78 | 1.29% | 936 | 4.93% | 865 | 10.05% |
| Sep 30, 2023 | 2,089 | 0.72% | 1,213,776,849 | -1.71% | 78 | 1.24% | 892 | -5.51% | 786 | 3.15% |
| Jun 30, 2023 | 2,074 | -0.81% | 1,234,906,562 | 2.41% | 79 | 1.32% | 944 | -7.81% | 762 | 13.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 49.24M | 3.17% | 51.42K |
| Vanguard Institutional 500 Index Trust | 40.73M | 2.62% | 60.91K |
| American Funds American Balanced A | 36.89M | 2.37% | - |
| Capital Group Fundamental Invtrs Comp | 36.31M | 2.34% | 1.93M |
| American Funds Fundamental Invs A | 36.31M | 2.34% | 1.93M |
| Capital Group Wash Mutual Invtrs Comp | 34.83M | 2.24% | 1.56M |
| American Funds Washington Mutual A | 34.83M | 2.24% | 1.56M |
| American Funds Income Fund of Amer A | 27.93M | 1.80% | -1.49M |
| American Funds Capital Income Bldr A | 23.99M | 1.54% | -418.02K |
| Capital Group Investment Co of Amer Comp | 22.10M | 1.42% | -5.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 31, 2024 | Volpetti Stefano | Pr.SmokeFree&ChiefCons.Officer | Sell | $1.32M |
| Oct 23, 2024 | Calantzopoulos Andre | Chairman | Sell | $13.23M |
| Oct 23, 2024 | Barth Werner | Pr.Combusibles&GlobalComb.Mktg | Sell | $974.85K |
| Oct 23, 2024 | De Wilde Frederic | Pr SSEA CIS & MEA Region | Sell | $3.27M |
| Aug 22, 2024 | De Wilde Frederic | Pr SSEA CIS & MEA Region | Sell | $2.39M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 8 |
| 2023 Q4 | - | 1 |
PM Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools