Philip Morris Ownership | Who Owns Philip Morris?

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Philip Morris Ownership Summary

Philip Morris is owned by 79.61% institutional investors, 0.12% insiders, and 20.28% 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 3.16% of its assets in Philip Morris shares.

PM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Philip Morris	79.61%	0.12%	20.28%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Tobacco Stocks	38.95%	10.52%	50.54%

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
Mirae asset global etfs	265.51K	0.06%	265.51K	$26.91M
Discovery capital management, llc / ct	208.60K	2.71%	208.60K	$21.14M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Tradewinds capital management	-10.00
Abound wealth management	-12.00
Strengthening families & communities	-16.00
Pacific capital wealth advisors	-34.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	2,381	5.54%	1,237,872,220	0.18%	79	1.26%	1,101	8.05%	855	0.23%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	49.07M	3.16%	-175.21K
Vanguard Institutional 500 Index Trust	41.21M	2.65%	484.70K
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

Who Owns Philip Morris?

Philip Morris shareholders are primarily institutional investors at 79.61%, followed by 0.12% insiders and 20.27% retail investors. The average institutional ownership in Philip Morris's industry, Tobacco Stocks , is 38.95%, which Philip Morris exceeds.

Who owns the most shares of Philip Morris?

Philip Morris’s largest shareholders are Vanguard group (137.2M shares, 8.83%), Capital world investors (115.57M shares, 7.44%), and Blackrock (98.98M shares, 6.37%). Together, they hold 22.65% of Philip Morris’s total shares outstanding.

Does Blackrock own Philip Morris?

Yes, BlackRock owns 6.37% of Philip Morris, totaling 98.98M shares as of Jun 2024. This represents 0.23% of BlackRock's total assets, with a market value of 10.03B$. In the last quarter, BlackRock increased its holdings by 989.47K shares, a 1.01% change.

Who is Philip Morris’s biggest shareholder by percentage of total assets invested?

D1 capital partners is Philip Morris’s biggest shareholder by percentage of total assets invested, with 10.40% of its assets in 6.09M Philip Morris shares, valued at 616.65M$.

Who is the top mutual fund holder of Philip Morris shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Philip Morris shares, with 3.16% of its total shares outstanding invested in 49.07M Philip Morris shares.

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