Philip Morris Ownership 2024 | Who Owns Philip Morris Now?
Institutional Ownership
12.36%
Insider Ownership
0.15%
Retail Ownership
87.49%
Institutional Holders
1.39K
Philip Morris Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.83% | 0.27% | 137,200,356 | 644,012 | 0.47% | 13,902,512,075 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 7.44% | 1.91% | 115,574,732 | 4,327,076 | 3.89% | 11,711,242,357 | Jun 30, 2024 |
| BLACKROCK INC. | 6.37% | 0.23% | 98,977,506 | 989,472 | 1.01% | 10,029,390,685 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 6.21% | 2.01% | 96,380,996 | -6,217,819 | -6.06% | 9,766,556,361 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 3.86% | 1.33% | 59,883,801 | -333,238 | -0.55% | 6,068,030,196 | Jun 30, 2024 |
| STATE STREET CORP | 3.51% | 0.24% | 54,486,781 | -3,463,879 | -5.98% | 5,593,787,881,000 | Jun 30, 2024 |
| GQG PARTNERS LLC | 2.33% | 5.57% | 36,246,491 | 30,288,100 | 508.33% | 3,672,856,894 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.28% | 31,480,290 | 674,003 | 2.19% | 3,184,214,224 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.76% | 0.23% | 27,298,959 | 213,346 | 0.79% | 2,766,203,588 | Jun 30, 2024 |
| MORGAN STANLEY | 1.65% | 0.20% | 25,587,188 | -3,781,080 | -12.87% | 2,592,749,944 | Jun 30, 2024 |
| INVESCO LTD. | 1.34% | 0.44% | 20,735,123 | -268,581 | -1.28% | 2,101,090,022 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.28% | 0.36% | 19,888,718 | -4,110,076 | -17.13% | 2,015,323,795 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.07% | 0.15% | 16,551,231 | 145,394 | 0.89% | 1,677,136,192 | Jun 30, 2024 |
| FMR LLC | 1.06% | 0.11% | 16,447,352 | 2,352,391 | 16.69% | 1,666,610,205 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.05% | 0.20% | 16,264,123 | -432,718 | -2.59% | 1,648,045,000 | Jun 30, 2024 |
| FUNDSMITH LLP | 0.93% | 5.98% | 14,474,445 | -347,792 | -2.35% | 1,466,695,512 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.90% | 0.27% | 13,906,822 | 136,458 | 0.99% | 1,409,178,279 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.85% | 0.25% | 13,234,478 | 1,856,551 | 16.32% | 1,341,049,630 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.82% | 0.22% | 12,738,072 | 250,667 | 2.01% | 1,290,748,836,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.81% | 0.39% | 12,624,164 | 1,204,819 | 10.55% | 1,279,206,538 | Jun 30, 2024 |
Philip Morris's largest institutional shareholder is VANGUARD GROUP INC, holding 8.83% of the company's total share outstanding, currently valued at $13.90B. The top 10 institutional shareholders own together 43.99% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| D1 CAPITAL PARTNERS L.P. | 0.39% | 10.40% | 6,085,544 | -1,158,812 | -16.00% | 616,648,174 | Jun 30, 2024 |
| CALEDONIA INVESTMENTS PLC | 0.05% | 8.93% | 732,563 | - | - | 74,215,958 | Jun 30, 2024 |
| EPACRIA CAPITAL PARTNERS, LLC | 0.01% | 7.89% | 106,167 | 7,128 | 7.20% | 10,757,902 | Jun 30, 2024 |
| HARBER ASSET MANAGEMENT LLC | 0.02% | 6.88% | 254,423 | -27,056 | -9.61% | 25,780,683 | Jun 30, 2024 |
| INDEPENDENT FRANCHISE PARTNERS LLP | 0.43% | 6.25% | 6,702,152 | -380,414 | -5.37% | 679,129,062 | Jun 30, 2024 |
| FUNDSMITH INVESTMENT SERVICES LTD. | 0.30% | 6.05% | 4,624,517 | 219,811 | 4.99% | 468,602,308 | Jun 30, 2024 |
| TOMS CAPITAL INVESTMENT MANAGEMENT LP | 0.10% | 6.04% | 1,589,000 | 24,000 | 1.53% | 161,013,370 | Jun 30, 2024 |
| FUNDSMITH LLP | 0.93% | 5.98% | 14,474,445 | -347,792 | -2.35% | 1,466,695,512 | Jun 30, 2024 |
| GARDNER RUSSO & QUINN LLC | 0.35% | 5.85% | 5,466,358 | -84,839 | -1.53% | 553,906,063 | Jun 30, 2024 |
| DASH ACQUISITIONS INC. | 0.01% | 5.81% | 196,360 | 20,525 | 11.67% | 21,267,741 | Jun 30, 2024 |
| GQG PARTNERS LLC | 2.33% | 5.57% | 36,246,491 | 30,288,100 | 508.33% | 3,672,856,894 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 0.43% | 5.48% | 6,671,129 | - | - | 675,985,502 | Jun 30, 2024 |
| CEDAR WEALTH MANAGEMENT, LLC | 0.01% | 5.45% | 165,580 | -8,928 | -5.12% | 16,778,221 | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.08% | 5.19% | 1,289,899 | -51,437 | -3.83% | 130,706,000 | Jun 30, 2024 |
| FOYSTON, GORDON, & PAYNE INC | 0.01% | 5.15% | 206,081 | 251 | 0.12% | 20,882,188 | Jun 30, 2024 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 0.01% | 5.00% | 143,776 | 3,480 | 2.48% | 14,568,814 | Jun 30, 2024 |
| KENNON-GREEN & COMPANY, LLC | 0.00% | 4.91% | 52,724 | -559 | -1.05% | 5,342,523 | Jun 30, 2024 |
| BRONTE CAPITAL MANAGEMENT PTY LTD. | 0.04% | 4.31% | 543,543 | 62,039 | 12.88% | 55,077,212 | Jun 30, 2024 |
| CLARK ESTATES INC/NY | 0.01% | 4.29% | 225,300 | -25,000 | -9.99% | 22,829,649 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.70% | 4.25% | 10,912,378 | -2,104,518 | -16.17% | 1,105,751,263 | Jun 30, 2024 |
The largest Philip Morris shareholder by % of total assets is D1 CAPITAL PARTNERS L.P.. The company owns 6.09M shares of Philip Morris (PM), representing 10.40% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | 2.33% | 5.57% | 36,246,491 | 30,288,100 | 508.33% | 3,672,856,894 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 7.44% | 1.91% | 115,574,732 | 4,327,076 | 3.89% | 11,711,242,357 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.38% | 0.18% | 5,878,158 | 2,599,684 | 79.30% | 595,633,750 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.43% | 0.12% | 6,717,990 | 2,557,950 | 61.49% | 680,733,979 | Jun 30, 2024 |
| FMR LLC | 1.06% | 0.11% | 16,447,352 | 2,352,391 | 16.69% | 1,666,610,205 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.85% | 0.25% | 13,234,478 | 1,856,551 | 16.32% | 1,341,049,630 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.10% | 1.75% | 1,533,340 | 1,533,340 | 100.00% | 155,373,342 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.10% | 0.14% | 1,598,818 | 1,435,011 | 876.04% | 162,008,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.81% | 0.39% | 12,624,164 | 1,204,819 | 10.55% | 1,279,206,538 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.21% | 0.22% | 3,296,626 | 1,127,286 | 51.96% | 334,047,028 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.33% | 0.15% | 5,181,927 | 1,125,548 | 27.75% | 525,084,665 | Jun 30, 2024 |
| BLACKROCK INC. | 6.37% | 0.23% | 98,977,506 | 989,472 | 1.01% | 10,029,390,685 | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.06% | 3.35% | 963,000 | 963,000 | 100.00% | 97,581,000 | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.06% | 3.09% | 889,355 | 889,355 | 100.00% | 90,118,000 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.69% | 2.42% | 10,655,948 | 736,961 | 7.43% | 1,079,767,175 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.28% | 31,480,290 | 674,003 | 2.19% | 3,184,214,224 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.83% | 0.27% | 137,200,356 | 644,012 | 0.47% | 13,902,512,075 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.24% | 0.37% | 3,681,142 | 630,000 | 20.65% | 373,010,119 | Jun 30, 2024 |
| UBS GROUP AG | 0.26% | 0.10% | 3,972,917 | 619,184 | 18.46% | 402,575,679 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.06% | 0.14% | 865,174 | 604,804 | 232.29% | 87,668,981 | Jun 30, 2024 |
As of Jun 30 2024, Philip Morris's largest institutional buyer is GQG PARTNERS LLC. The company purchased 30.29M stocks of PM, valued at $3.67B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 6.21% | 2.01% | 96,380,996 | -6,217,819 | -6.06% | 9,766,556,361 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.28% | 0.36% | 19,888,718 | -4,110,076 | -17.13% | 2,015,323,795 | Jun 30, 2024 |
| MORGAN STANLEY | 1.65% | 0.20% | 25,587,188 | -3,781,080 | -12.87% | 2,592,749,944 | Jun 30, 2024 |
| STATE STREET CORP | 3.51% | 0.24% | 54,486,781 | -3,463,879 | -5.98% | 5,593,787,881,000 | Jun 30, 2024 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 0.37% | 0.71% | 5,775,011 | -3,385,046 | -36.95% | 585,181,865 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.09% | 563,434 | -2,371,603 | -80.80% | 57,092,767 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.70% | 4.25% | 10,912,378 | -2,104,518 | -16.17% | 1,105,751,263 | Jun 30, 2024 |
| D1 CAPITAL PARTNERS L.P. | 0.39% | 10.40% | 6,085,544 | -1,158,812 | -16.00% | 616,648,174 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -888,449 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.36% | 0.15% | 5,658,492 | -818,623 | -12.64% | 568,306,483 | Jun 30, 2024 |
| ING GROEP NV | 0.03% | 0.27% | 449,478 | -635,654 | -58.58% | 45,545,606 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.75% | 0.35% | 11,640,794 | -462,829 | -3.82% | 1,182,219,284 | Jun 30, 2024 |
| PERPETUAL LTD | 0.13% | 2.28% | 2,071,637 | -437,722 | -17.44% | 209,918,977 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.05% | 0.20% | 16,264,123 | -432,718 | -2.59% | 1,648,045,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -398,780 | -100.00% | - | Jun 30, 2024 |
| INDEPENDENT FRANCHISE PARTNERS LLP | 0.43% | 6.25% | 6,702,152 | -380,414 | -5.37% | 679,129,062 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.43% | 1.60% | 6,658,742 | -370,386 | -5.27% | 674,730,327,000 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.19% | 0.22% | 2,920,694 | -366,838 | -11.16% | 295,953,923 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.00% | 0.02% | 8,355 | -363,837 | -97.76% | 846,612 | Jun 30, 2024 |
| RAILWAY PENSION INVESTMENTS LTD | 0.03% | 0.51% | 423,440 | -362,562 | -46.13% | 42,907,175 | Jun 30, 2024 |
As of Jun 30 2024, Philip Morris's biggest institutional seller is CAPITAL INTERNATIONAL INVESTORS. The company sold -6.22M shares of PM, valued at $9.77B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS LLC | 0.10% | 1.75% | 1,533,340 | 1,533,340 | 100.00% | 155,373,342 | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.06% | 3.35% | 963,000 | 963,000 | 100.00% | 97,581,000 | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.06% | 3.09% | 889,355 | 889,355 | 100.00% | 90,118,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.22% | 390,068 | 390,068 | 100.00% | 39,525,590 | Jun 30, 2024 |
| GCM GROSVENOR HOLDINGS, LLC | 0.02% | 4.15% | 280,000 | 280,000 | 100.00% | 28,372,400 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.06% | 265,514 | 265,514 | 100.00% | 26,907,108 | Jun 30, 2024 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 0.01% | 2.71% | 208,600 | 208,600 | 100.00% | 21,137,438 | Jun 30, 2024 |
| MIG CAPITAL, LLC | 0.01% | 2.27% | 168,383 | 168,383 | 100.00% | 17,062,249 | Jun 30, 2024 |
| MAPLELANE CAPITAL, LLC | 0.01% | 0.55% | 157,001 | 157,001 | 100.00% | 15,908,911 | Jun 30, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | 0.01% | 1.15% | 150,000 | 150,000 | 100.00% | 15,199,500 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.01% | 0.07% | 120,582 | 120,582 | 100.00% | 12,218,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.27% | 119,861 | 119,861 | 100.00% | 12,145,515 | Jun 30, 2024 |
| PARKWOOD LLC | 0.01% | 1.28% | 101,319 | 101,319 | 100.00% | 10,267,000 | Jun 30, 2024 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 0.01% | 3.06% | 100,000 | 100,000 | 100.00% | 10,133,000 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.01% | 0.24% | 98,135 | 98,135 | 100.00% | 9,944,020 | Jun 30, 2024 |
| ADVISORY RESEARCH INC | 0.01% | 1.82% | 95,529 | 95,529 | 100.00% | 9,679,954 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.45% | 57,830 | 57,830 | 100.00% | 5,860,000 | Jun 30, 2024 |
| BELL BANK | 0.00% | 0.48% | 56,088 | 56,088 | 100.00% | 5,683,397 | Jun 30, 2024 |
| 0.00% | 1.16% | 43,032 | 43,032 | 100.00% | 4,360,426 | Jun 30, 2024 | |
| FCF ADVISORS LLC | 0.00% | 0.98% | 38,979 | 38,979 | 100.00% | 3,949,742 | Jun 30, 2024 |
| MYDA ADVISORS LLC | 0.00% | 0.66% | 30,000 | 30,000 | 100.00% | 3,039,900 | Jun 30, 2024 |
| BEACONLIGHT CAPITAL, LLC | 0.00% | 1.28% | 28,260 | 28,260 | 100.00% | 2,863,586 | Jun 30, 2024 |
| PRESCOTT GENERAL PARTNERS LLC | 0.00% | 0.17% | 28,000 | 28,000 | 100.00% | 2,837,240 | Jun 30, 2024 |
| CAPITAL WEALTH PLANNING, LLC | 0.00% | 0.03% | 25,161 | 25,161 | 100.00% | 2,549,564 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.06% | 24,483 | 24,483 | 100.00% | 108,438,000 | Jun 30, 2024 |
| 0.00% | 0.32% | 22,399 | 22,399 | 100.00% | 2,543,584 | Jun 30, 2024 | |
| BCGM WEALTH MANAGEMENT, LLC | 0.00% | 0.78% | 22,268 | 22,268 | 100.00% | 2,256,437 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.00% | 0.00% | 20,800 | 20,800 | 100.00% | 2,122,848 | Jun 30, 2024 |
| K2 PRINCIPAL FUND, L.P. | 0.00% | 0.38% | 20,000 | 20,000 | 100.00% | 2,026,600 | Jun 30, 2024 |
| TAIKANG ASSET MANAGEMENT (HONG KONG) CO LTD | 0.00% | 0.30% | 18,800 | 18,800 | 100.00% | 1,905,004 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.00% | 0.02% | 18,112 | 18,112 | 100.00% | 1,769,997 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.29% | 17,796 | 17,796 | 100.00% | 1,803,269 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.08% | 16,998 | 16,998 | 100.00% | 1,722,407 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 1.88% | 15,611 | 15,611 | 100.00% | 1,581,863 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.27% | 15,026 | 15,026 | 100.00% | 1,522,585 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.00% | 0.03% | 14,300 | 14,300 | 100.00% | 1,449,019 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.12% | 12,150 | 12,150 | 100.00% | 1,231,160 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.00% | 0.02% | 11,833 | 11,833 | 100.00% | 1,199,038 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.03% | 11,273 | 11,273 | 100.00% | 1,142,269 | Jun 30, 2024 |
| CUMBERLAND PARTNERS LTD | 0.00% | 0.07% | 10,000 | 10,000 | 100.00% | 1,013,300 | Jun 30, 2024 |
| FIRST MERCHANTS CORP | 0.00% | 0.04% | 9,541 | 9,541 | 100.00% | 966,790 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.51% | 9,385 | 9,385 | 100.00% | 1,045,848 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.00% | 0.44% | 9,131 | 9,131 | 100.00% | 925,244 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.00% | 0.06% | 9,044 | 9,044 | 100.00% | 916,429 | Jun 30, 2024 |
| LUTS & GREENLEIGH GROUP, INC | 0.00% | 0.88% | 8,359 | 8,359 | 100.00% | 847,039 | Jun 30, 2024 |
| ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.00% | 0.09% | 8,300 | 8,300 | 100.00% | 841,039 | Jun 30, 2024 |
| DDFG, INC | 0.00% | 0.26% | 8,283 | 8,283 | 100.00% | 839,337 | Jun 30, 2024 |
| DOHENY ASSET MANAGEMENT /CA | 0.00% | 0.43% | 7,445 | 7,445 | 100.00% | 754,000 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.24% | 6,835 | 6,835 | 100.00% | 692,637 | Jun 30, 2024 |
| CACHETECH INC. | 0.00% | 0.16% | 6,813 | 6,813 | 100.00% | 690,361 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.29% | 6,800 | 6,800 | 100.00% | 689,044 | Jun 30, 2024 |
| PROSSIMO ADVISORS, LLC | 0.00% | 0.58% | 6,298 | 6,298 | 100.00% | 638,000 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.02% | 6,238 | 6,238 | 100.00% | 632,097 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.01% | 6,144 | 6,144 | 100.00% | 622,572 | Jun 30, 2024 |
| MARSHALL FINANCIAL GROUP LLC | 0.00% | 0.17% | 6,075 | 6,075 | 100.00% | 615,580 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.15% | 6,025 | 6,025 | 100.00% | 613,477 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.18% | 5,764 | 5,764 | 100.00% | 584,085 | Jun 30, 2024 |
| FIRST NATIONAL BANK SIOUX FALLS | 0.00% | 0.30% | 5,717 | 5,717 | 100.00% | 579,304 | Jun 30, 2024 |
| RIDGECREST WEALTH PARTNERS, LLC | 0.00% | 0.34% | 5,651 | 5,651 | 100.00% | 572,616 | Jun 30, 2024 |
| BLUEPRINT INVESTMENT PARTNERS LLC | 0.00% | 0.12% | 5,581 | 5,581 | 100.00% | 565,523 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 5,311 | 5,311 | 100.00% | 538,051 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.02% | 4,502 | 4,502 | 100.00% | 456,244 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.25% | 4,401 | 4,401 | 100.00% | 445,953 | Jun 30, 2024 |
| 0.00% | 0.26% | 4,270 | 4,270 | 100.00% | 438,230 | Jun 30, 2024 | |
| ROCKLINE WEALTH MANAGEMENT, LLC | 0.00% | 0.13% | 4,136 | 4,136 | 100.00% | 419,146 | Jun 30, 2024 |
| ROVIN CAPITAL /UT/ /ADV | 0.00% | 0.17% | 4,057 | 4,057 | 100.00% | 411,000 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 4,000 | 4,000 | 100.00% | 405,320 | Jun 30, 2024 |
| TRUE VISION MN LLC | 0.00% | 0.26% | 3,868 | 3,868 | 100.00% | 396,973 | Jun 30, 2024 |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.08% | 3,865 | 3,865 | 100.00% | 391,639 | Jun 30, 2024 |
| CAMDEN NATIONAL BANK | 0.00% | 0.06% | 3,857 | 3,857 | 100.00% | 390,830 | Jun 30, 2024 |
| AVIDIAN WEALTH SOLUTIONS, LLC | 0.00% | 0.02% | 3,850 | 3,850 | 100.00% | 390,146 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.03% | 3,454 | 3,454 | 100.00% | 349,994 | Jun 30, 2024 |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 0.00% | 0.05% | 3,442 | 3,442 | 100.00% | 348,823 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.29% | 3,246 | 3,246 | 100.00% | 328,917 | Jun 30, 2024 |
| WHALEN WEALTH MANAGEMENT INC. | 0.00% | 0.26% | 3,238 | 3,238 | 100.00% | 328,107 | Jun 30, 2024 |
| SAN LUIS WEALTH ADVISORS LLC | 0.00% | 0.08% | 3,194 | 3,194 | 100.00% | 324,000 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.01% | 3,126 | 3,126 | 100.00% | 316,758 | Jun 30, 2024 |
| HILTON CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 3,035 | 3,035 | 100.00% | 307,537 | Jun 30, 2024 |
| SENTINUS, LLC | 0.00% | 0.10% | 2,969 | 2,969 | 100.00% | 300,805 | Jun 30, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 0.00% | 0.06% | 2,807 | 2,807 | 100.00% | 284,433 | Jun 30, 2024 |
| 0.00% | 0.18% | 2,799 | 2,799 | 100.00% | 283,623 | Jun 30, 2024 | |
| FOREFRONT ANALYTICS, LLC | 0.00% | 0.13% | 2,738 | 2,738 | 100.00% | 277,524 | Jun 30, 2024 |
| FIELDER CAPITAL GROUP LLC | 0.00% | 0.11% | 2,725 | 2,725 | 100.00% | 276,089 | Jun 30, 2024 |
| SEELAUS ASSET MANAGEMENT LLC | 0.00% | 0.27% | 2,639 | 2,639 | 100.00% | 267,410 | Jun 30, 2024 |
| TRILOGY CAPITAL INC. | 0.00% | 0.01% | 2,611 | 2,611 | 100.00% | 264,573 | Jun 30, 2024 |
| LEGACY PRIVATE TRUST CO. | 0.00% | 0.02% | 2,568 | 2,568 | 100.00% | 260,215 | Jun 30, 2024 |
| MAIA WEALTH LLC | 0.00% | 0.08% | 2,553 | 2,553 | 100.00% | 268,241 | Jun 30, 2024 |
| PARCION PRIVATE WEALTH LLC | 0.00% | 0.02% | 2,534 | 2,534 | 100.00% | 256,770 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.10% | 2,534 | 2,534 | 100.00% | 256,818 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.01% | 2,501 | 2,501 | 100.00% | 268,728 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.00% | 0.06% | 2,477 | 2,477 | 100.00% | 250,971 | Jun 30, 2024 |
| SEVEN MILE ADVISORY | 0.00% | 0.18% | 2,413 | 2,413 | 100.00% | 244,510 | Jun 30, 2024 |
| SUMMIT ASSET MANAGEMENT, LLC | 0.00% | 0.05% | 2,368 | 2,368 | 100.00% | 239,951 | Jun 30, 2024 |
| 49 WEALTH MANAGEMENT, LLC | 0.00% | 0.05% | 2,348 | 2,348 | 100.00% | 237,735 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.05% | 2,340 | 2,340 | 100.00% | 237,142 | Jun 30, 2024 |
| L2 ASSET MANAGEMENT, LLC | 0.00% | 0.07% | 2,320 | 2,320 | 100.00% | 235,043 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | 0.00% | 2,267 | 2,267 | 100.00% | 229,715 | Jun 30, 2024 |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 0.00% | 0.15% | 2,248 | 2,248 | 100.00% | 227,755 | Jun 30, 2024 |
| MBE WEALTH MANAGEMENT, LLC | 0.00% | 0.14% | 2,246 | 2,246 | 100.00% | 227,587 | Jun 30, 2024 |
| ALLEN CAPITAL GROUP, LLC | 0.00% | 0.03% | 2,234 | 2,234 | 100.00% | 226,371 | Jun 30, 2024 |
Philip Morris's largest new institutional shareholder by number of shares is MANNING & NAPIER ADVISORS LLC, purchased 1.53M shares, valued at $155.37M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -888,449 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -398,780 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -219,600 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -151,272 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -139,200 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -136,977 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -125,656 | -100.00% | - | Jun 30, 2024 |
| POPLAR FOREST CAPITAL LLC | - | - | - | -118,062 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -115,556 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -88,299 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -79,289 | -100.00% | - | Jun 30, 2024 |
| SATHER FINANCIAL GROUP INC | - | - | - | -67,371 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -62,614 | -100.00% | - | Jun 30, 2024 |
| ALLY FINANCIAL INC. | - | - | - | -62,000 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -49,787 | -100.00% | - | Jun 30, 2024 |
| CHIRON INVESTMENT MANAGEMENT, LLC | - | - | - | -44,297 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | - | - | - | -42,979 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -38,400 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -37,411 | -100.00% | - | Jun 30, 2024 |
| DRW SECURITIES, LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | - | - | - | -23,847 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -23,251 | -100.00% | - | Jun 30, 2024 |
| GREENUP STREET WEALTH MANAGEMENT LLC | - | - | - | -20,850 | -100.00% | - | Jun 30, 2024 |
| PROSPERITAS FINANCIAL LLC | - | - | - | -19,156 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -17,795 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -15,601 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -15,580 | -100.00% | - | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -12,200 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -11,900 | -100.00% | - | Jun 30, 2024 |
| FORTE CAPITAL LLC /ADV | - | - | - | -11,657 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -11,484 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -10,383 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -10,139 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -9,695 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -8,921 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -8,579 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -8,387 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -7,600 | -100.00% | - | Jun 30, 2024 |
| MADISON ASSET MANAGEMENT, LLC | - | - | - | -7,531 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -7,440 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -6,409 | -100.00% | - | Jun 30, 2024 |
| FIDUCIENT ADVISORS LLC | - | - | - | -6,390 | -100.00% | - | Jun 30, 2024 |
| TOTAL INVESTMENT MANAGEMENT INC | - | - | - | -5,662 | -100.00% | - | Jun 30, 2024 |
| ETF STORE, INC. | - | - | - | -5,424 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -5,218 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -5,125 | -100.00% | - | Jun 30, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | - | - | - | -5,005 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -4,916 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | - | - | - | -4,893 | -100.00% | - | Jun 30, 2024 |
| WOLFF FINANCIAL MANAGEMENT LLC | - | - | - | -4,523 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -4,417 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -4,230 | -100.00% | - | Jun 30, 2024 |
| DRIVE WEALTH MANAGEMENT, LLC | - | - | - | -4,189 | -100.00% | - | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -4,100 | -100.00% | - | Jun 30, 2024 |
| GILMAN HILL ASSET MANAGEMENT, LLC | - | - | - | -3,925 | -100.00% | - | Jun 30, 2024 |
| ASSET ALLOCATION STRATEGIES LLC | - | - | - | -3,750 | -100.00% | - | Jun 30, 2024 |
| J. STERN & CO. LLP | - | - | - | -3,600 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -3,548 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -3,198 | -100.00% | - | Jun 30, 2024 |
| WALLER FINANCIAL PLANNING GROUP, INC | - | - | - | -3,084 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -3,054 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -2,970 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -2,856 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -2,781 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -2,730 | -100.00% | - | Jun 30, 2024 |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. | - | - | - | -2,717 | -100.00% | - | Jun 30, 2024 |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | - | - | - | -2,705 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -2,648 | -100.00% | - | Jun 30, 2024 |
| WESPAC ADVISORS, LLC | - | - | - | -2,640 | -100.00% | - | Jun 30, 2024 |
| BUCK WEALTH STRATEGIES, LLC | - | - | - | -2,636 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL WEALTH MANAGEMENT | - | - | - | -2,608 | -100.00% | - | Jun 30, 2024 |
| CANTOR FITZGERALD, L. P. | - | - | - | -2,528 | -100.00% | - | Jun 30, 2024 |
| PARK EDGE ADVISORS, LLC | - | - | - | -2,516 | -100.00% | - | Jun 30, 2024 |
| BIRINYI ASSOCIATES INC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| BALLAST, INC. | - | - | - | -2,475 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -2,459 | -100.00% | - | Jun 30, 2024 |
| POWER WEALTH MANAGEMENT LLC | - | - | - | -2,443 | -100.00% | - | Jun 30, 2024 |
| HERITAGE INVESTMENT GROUP, INC. | - | - | - | -2,412 | -100.00% | - | Jun 30, 2024 |
| FIRST INTERSTATE BANK | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| NBW CAPITAL LLC | - | - | - | -2,391 | -100.00% | - | Jun 30, 2024 |
| GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -2,321 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | - | - | - | -2,256 | -100.00% | - | Jun 30, 2024 |
| FINER WEALTH MANAGEMENT, INC. | - | - | - | -2,243 | -100.00% | - | Jun 30, 2024 |
| MASON & ASSOCIATES, LLC | - | - | - | -2,211 | -100.00% | - | Jun 30, 2024 |
| CORRADO ADVISORS, LLC | - | - | - | -2,186 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -1,967 | -100.00% | - | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | - | - | - | -1,600 | -100.00% | - | Jun 30, 2024 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | - | - | - | -1,362 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -1,362 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| ALBION FINANCIAL GROUP /UT | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -799 | -100.00% | - | Jun 30, 2024 |
| MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD. | - | - | - | -580 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -351 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -227 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| GLEASON GROUP, INC. | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | - | - | - | -135 | -100.00% | - | Jun 30, 2024 |
Philip Morris's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -0.89M shares, valued at -, as of undefined.
Philip Morris Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND | 34102.56% | 1,995 | - | - | Jan 31, 2020 |
| Capital Group Dividend Value ETF | 3.99% | 2,368,537 | 739,772 | 45.42% | Feb 29, 2024 |
| Milliman Variable Insurance Trust | 3.77% | 1,581 | 193 | 13.90% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.76% | 1,960,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.64% | 1,375,000 | - | - | Mar 31, 2024 |
| Capital Group Core Equity ETF | 2.11% | 468,925 | 121,586 | 35.00% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | 1.69% | 64,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.68% | 875,000 | - | - | Mar 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 1.62% | 33,641,475 | 2,302,170 | 7.35% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.56% | 1,285,000 | - | - | Dec 31, 2023 |
| WASHINGTON MUTUAL INVESTORS FUND | 1.51% | 31,723,071 | 2,336,999 | 7.95% | Jan 31, 2024 |
| BNY MELLON APPRECIATION FUND, INC. | 1.45% | 329,845 | - | - | Mar 31, 2024 |
| INVESTMENT CO OF AMERICA | 1.39% | 21,670,551 | 371,776 | 1.75% | Mar 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 1.24% | 142,468 | - | - | Jan 31, 2024 |
| AB EQUITY INCOME FUND INC | 1.23% | 123,300 | - | - | Feb 29, 2024 |
| Capital Group U.S. Equity Fund | 1.17% | 40,004 | -1,536 | -3.70% | Jan 31, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 1.16% | 57,630 | 47,329 | 459.46% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.10% | 575,000 | - | - | Mar 31, 2024 |
| AMCAP FUND | 1.08% | 9,185,829 | -11,999 | -0.13% | Feb 29, 2024 |
| HIGHLAND FUNDS II | 1.07% | 15,815 | - | - | Dec 31, 2023 |
| Infusive US Trust | 1.07% | 5,037 | -1,213 | -19.41% | Mar 31, 2022 |
| LORD ABBETT AFFILIATED FUND INC | 1.04% | 1,458,522 | 117,300 | 8.75% | Jan 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.99% | 2,995,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.91% | 2,542 | 1,476 | 138.46% | May 31, 2022 |
| DIVIDEND & INCOME FUND | 0.90% | 39,000 | - | - | Dec 31, 2023 |
| COPLEY FUND INC /NV/ | 0.88% | 12,000 | - | - | Nov 30, 2022 |
| T. Rowe Price Value Fund, Inc. | 0.88% | 4,497,438 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.87% | 839,765 | 506,233 | 151.78% | Feb 29, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.87% | 27,713 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.86% | 198,020 | - | - | Jan 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.85% | 7,200,000 | - | - | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.83% | 100,000 | - | - | Sep 30, 2020 |
| Centre Funds | 0.80% | 57,860 | - | - | Mar 31, 2024 |
| BNY Mellon Worldwide Growth Fund, Inc. | 0.77% | 205,795 | -2,160 | -1.04% | Jan 31, 2024 |
| 2nd Vote Funds | 0.74% | 6,979 | - | - | Jun 30, 2023 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.70% | 227,435 | - | - | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.70% | 575,000 | - | - | Dec 31, 2023 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.70% | 74,279 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 0.66% | 2,820,000 | -210,000 | -6.93% | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.66% | 81,972 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.62% | 108,757 | 6,073 | 5.91% | Mar 31, 2022 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.61% | 309,048 | - | - | Mar 31, 2021 |
| AMERICAN MUTUAL FUND | 0.60% | 5,631,385 | 2,523,953 | 81.22% | Jan 31, 2024 |
| T. Rowe Price Growth Stock Fund, Inc. | 0.60% | 3,718,952 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.58% | 3,410,000 | - | - | Feb 29, 2024 |
| Voya VARIABLE FUNDS | 0.55% | 471,407 | -33,414 | -6.62% | Mar 31, 2024 |
| Natixis ETF Trust | 0.54% | 110,000 | - | - | Mar 31, 2024 |
| Arrow Investments Trust | 0.51% | 969,000 | - | - | Jan 31, 2024 |
| GROWTH FUND OF AMERICA | 0.50% | 12,464,908 | - | - | Feb 29, 2024 |
| MFS INTERMEDIATE INCOME TRUST | 0.50% | 1,773,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 0.49% | 100,000 | - | - | Mar 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.49% | 512,000 | 162,000 | 46.29% | Jan 31, 2024 |
| American Funds Global Insight Fund | 0.48% | 1,024,888 | - | - | Jan 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.48% | 18,867,232 | -418,828 | -2.17% | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.48% | 983 | -19,321 | -95.16% | Jan 31, 2021 |
| Index Funds | 0.48% | 4,026 | -80 | -1.95% | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.47% | 2,760,000 | - | - | Feb 29, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.46% | 378,000 | - | - | Mar 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.46% | 6,125,665 | 1,090,903 | 21.67% | Jan 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.45% | 564,836 | -56,955 | -9.16% | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.45% | 433,233 | 7,603 | 1.79% | Jan 31, 2024 |
| AB RELATIVE VALUE FUND, INC. | 0.45% | 551,285 | -203,040 | -26.92% | Jan 31, 2024 |
| American Beacon Institutional Funds Trust | 0.45% | 930,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.45% | 235,000 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.43% | 162,661 | - | - | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.42% | 2,275,000 | 2,275,000 | - | Mar 31, 2024 |
| Build Funds Trust | 0.40% | 72,000 | - | - | Dec 31, 2023 |
| John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.39% | 8,800 | -100 | -1.12% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.39% | 449,129 | 1,996 | 0.45% | Mar 28, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.38% | 11,325 | -2,530 | -18.26% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.38% | 7,955,000 | - | - | Jan 31, 2024 |
| Engine No. 1 ETF Trust | 0.37% | 22,369 | -555 | -2.42% | Jan 31, 2024 |
| HOMESTEAD FUNDS INC | 0.37% | 2,000,000 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.36% | 11,172,287 | -146,150 | -1.29% | Mar 31, 2024 |
| CAPITAL WORLD GROWTH & INCOME FUND | 0.36% | 20,199,332 | -23,973 | -0.12% | Feb 29, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.36% | 2,300,000 | 2,300,000 | - | Feb 29, 2024 |
| SEI Exchange Traded Funds | 0.35% | 4,923 | 354 | 7.75% | Dec 31, 2023 |
| Federated Hermes Investment Series Funds, Inc. | 0.35% | 4,000,000 | - | - | Feb 29, 2024 |
| VANGUARD FENWAY FUNDS | 0.34% | 8,523,881 | -526,434 | -5.82% | Mar 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.33% | 40,000 | - | - | Sep 30, 2020 |
| NEW PERSPECTIVE FUND | 0.33% | 10,054,514 | 1,022,047 | 11.32% | Mar 31, 2024 |
| CHESTNUT STREET EXCHANGE FUND | 0.33% | 12,580 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.33% | 30,196 | 30,196 | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.33% | 173,000 | - | - | Mar 31, 2024 |
| USA MUTUALS | 0.32% | 55,000 | -20,000 | -26.67% | Dec 31, 2020 |
| CRM Mutual Fund Trust | 0.31% | 157,380 | - | - | Mar 31, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.31% | 107,883,000 | -107,883,000 | -50.00% | Mar 31, 2024 |
| BlackRock Enhanced Global Dividend Trust | 0.30% | 130,006 | -64,944 | -33.31% | Mar 31, 2024 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.29% | 5,214,000 | - | - | Feb 29, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.29% | 540,000 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.29% | 20,700 | 600 | 2.99% | Mar 31, 2024 |
| Federated Hermes ETF Trust | 0.29% | 225,000 | - | - | Jan 31, 2024 |
Philip Morris's largest mutual fund holder by % of total assets is "CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND", owning 2.00K shares, compromising 34102.56% of its total assets.
Philip Morris Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,394 | -36.14% |
| 31 Mar, 24 | 2,183 | -0.41% |
| 31 Dec, 23 | 2,192 | 5.38% |
| 30 Sep, 23 | 2,080 | 0.73% |
| 30 Jun, 23 | 2,065 | -0.82% |
| 31 Mar, 23 | 2,082 | -0.62% |
| 31 Dec, 22 | 2,095 | 5.22% |
| 30 Sep, 22 | 1,991 | -1.87% |
| 30 Jun, 22 | 2,029 | 0.05% |
| 31 Mar, 22 | 2,028 | 0.95% |
| 31 Dec, 21 | 2,009 | 5.79% |
| 30 Sep, 21 | 1,899 | -0.37% |
| 30 Jun, 21 | 1,906 | 1.65% |
| 31 Mar, 21 | 1,875 | 0.91% |
| 31 Dec, 20 | 1,858 | 7.77% |
| 30 Sep, 20 | 1,724 | 0.94% |
| 30 Jun, 20 | 1,708 | -1.44% |
| 31 Mar, 20 | 1,733 | -8.26% |
| 31 Dec, 19 | 1,889 | 8.88% |
| 30 Sep, 19 | 1,735 | 0.06% |
| 30 Jun, 19 | 1,734 | -4.20% |
| 31 Mar, 19 | 1,810 | 4.81% |
| 31 Dec, 18 | 1,727 | 2.74% |
| 30 Sep, 18 | 1,681 | -1.70% |
| 30 Jun, 18 | 1,710 | -5.05% |
| 31 Mar, 18 | 1,801 | 0.78% |
| 31 Dec, 17 | 1,787 | 6.69% |
| 30 Sep, 17 | 1,675 | -0.77% |
| 30 Jun, 17 | 1,688 | 1.38% |
| 31 Mar, 17 | 1,665 | 3.35% |
| 31 Dec, 16 | 1,611 | 2.87% |
| 30 Sep, 16 | 1,566 | -0.95% |
| 30 Jun, 16 | 1,581 | 1.22% |
| 31 Mar, 16 | 1,562 | 3.86% |
| 31 Dec, 15 | 1,504 | 4.59% |
| 30 Sep, 15 | 1,438 | -0.90% |
| 30 Jun, 15 | 1,451 | 0.90% |
| 31 Mar, 15 | 1,438 | -2.90% |
| 31 Dec, 14 | 1,481 | 4.74% |
| 30 Sep, 14 | 1,414 | -1.53% |
| 30 Jun, 14 | 1,436 | 0.49% |
| 31 Mar, 14 | 1,429 | -1.92% |
| 31 Dec, 13 | 1,457 | 8.01% |
| 30 Sep, 13 | 1,349 | 1.97% |
| 30 Jun, 13 | 1,323 | 109.34% |
| 31 Mar, 13 | 632 | 3.95% |
| 31 Dec, 12 | 608 | 3.93% |
| 30 Sep, 12 | 585 | 2.81% |
| 30 Jun, 12 | 569 | 0.89% |
| 31 Mar, 12 | 564 | 3.49% |
| 31 Dec, 11 | 545 | 16.70% |
| 30 Sep, 11 | 467 | 1.08% |
| 30 Jun, 11 | 462 | 4.76% |
| 31 Mar, 11 | 441 | 6.52% |
| 31 Dec, 10 | 414 | 10.70% |
| 30 Sep, 10 | 374 | 4.18% |
| 30 Jun, 10 | 359 | -1.91% |
| 31 Mar, 10 | 366 | 2.52% |
| 31 Dec, 09 | 357 | 3.18% |
| 30 Sep, 09 | 346 | 1.76% |
| 30 Jun, 09 | 340 | 1.80% |
| 31 Mar, 09 | 334 | 2.14% |
| 31 Dec, 08 | 327 | 6.86% |
| 30 Sep, 08 | 306 | -2.55% |
| 30 Jun, 08 | 314 | 119.58% |
| 31 Mar, 08 | 143 | - |
| 31 Dec, 06 | 1 | - |
| 31 Dec, 01 | 1 | - |
| 31 Mar, 87 | 1 | - |
As of 30 Jun 24, 1,394 institutions are holding Philip Morris's shares, representing a decrease of -36.14% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 191,907,686 | -84.23% |
| 31 Mar, 24 | 1,217,029,097 | -0.37% |
| 31 Dec, 23 | 1,221,545,124 | 0.66% |
| 30 Sep, 23 | 1,213,595,311 | -1.71% |
| 30 Jun, 23 | 1,234,732,874 | 2.43% |
| 31 Mar, 23 | 1,205,414,682 | 1.63% |
| 31 Dec, 22 | 1,186,103,686 | 0.80% |
| 30 Sep, 22 | 1,176,692,273 | 0.45% |
| 30 Jun, 22 | 1,171,394,713 | 0.39% |
| 31 Mar, 22 | 1,166,836,770 | 0.60% |
| 31 Dec, 21 | 1,159,925,027 | -0.54% |
| 30 Sep, 21 | 1,166,249,723 | -0.15% |
| 30 Jun, 21 | 1,167,977,958 | 0.33% |
| 31 Mar, 21 | 1,164,113,705 | 0.58% |
| 31 Dec, 20 | 1,157,425,253 | 0.27% |
| 30 Sep, 20 | 1,154,305,920 | -0.02% |
| 30 Jun, 20 | 1,154,519,873 | -0.58% |
| 31 Mar, 20 | 1,161,243,657 | 1.40% |
| 31 Dec, 19 | 1,145,252,341 | 0.93% |
| 30 Sep, 19 | 1,134,667,689 | -1.48% |
| 30 Jun, 19 | 1,151,666,242 | 0.65% |
| 31 Mar, 19 | 1,144,275,736 | 0.00% |
| 31 Dec, 18 | 1,144,271,473 | 1.19% |
| 30 Sep, 18 | 1,130,789,287 | 1.28% |
| 30 Jun, 18 | 1,116,524,011 | -0.71% |
| 31 Mar, 18 | 1,124,484,398 | 0.02% |
| 31 Dec, 17 | 1,124,206,195 | -0.12% |
| 30 Sep, 17 | 1,125,569,396 | 0.75% |
| 30 Jun, 17 | 1,117,207,334 | -0.30% |
| 31 Mar, 17 | 1,120,553,954 | 1.50% |
| 31 Dec, 16 | 1,104,022,121 | 0.43% |
| 30 Sep, 16 | 1,099,300,053 | -0.04% |
| 30 Jun, 16 | 1,099,707,053 | -3.43% |
| 31 Mar, 16 | 1,138,800,002 | 4.02% |
| 31 Dec, 15 | 1,094,817,599 | 0.78% |
| 30 Sep, 15 | 1,086,307,353 | 1.18% |
| 30 Jun, 15 | 1,073,586,670 | 0.13% |
| 31 Mar, 15 | 1,072,196,154 | -0.55% |
| 31 Dec, 14 | 1,078,167,953 | 3.36% |
| 30 Sep, 14 | 1,043,092,908 | -2.67% |
| 30 Jun, 14 | 1,071,686,742 | 2.05% |
| 31 Mar, 14 | 1,050,144,660 | -0.87% |
| 31 Dec, 13 | 1,059,348,603 | -2.03% |
| 30 Sep, 13 | 1,081,269,064 | -0.26% |
| 30 Jun, 13 | 1,084,126,710 | -44.92% |
| 31 Mar, 13 | 1,968,115,419 | -3.36% |
| 31 Dec, 12 | 2,036,605,777 | 529.87% |
| 30 Sep, 12 | 323,338,473 | -91.42% |
| 30 Jun, 12 | 3,770,242,122 | 1060.59% |
| 31 Mar, 12 | 324,854,833 | -84.32% |
| 31 Dec, 11 | 2,071,845,652 | 522.70% |
| 30 Sep, 11 | 332,722,228 | -22.45% |
| 30 Jun, 11 | 429,038,522 | -89.29% |
| 31 Mar, 11 | 4,005,536,717 | 1060.58% |
| 31 Dec, 10 | 345,131,529 | 11.75% |
| 30 Sep, 10 | 308,839,159 | -13.34% |
| 30 Jun, 10 | 356,396,585 | 4.55% |
| 31 Mar, 10 | 340,888,523 | -4.01% |
| 31 Dec, 09 | 355,144,247 | -6.74% |
| 30 Sep, 09 | 380,795,293 | -83.68% |
| 30 Jun, 09 | 2,333,060,829 | 573.79% |
| 31 Mar, 09 | 346,259,169 | -18.53% |
| 31 Dec, 08 | 425,012,208 | 45.75% |
| 30 Sep, 08 | 291,600,073 | 15.85% |
| 30 Jun, 08 | 251,712,399 | 200.20% |
| 31 Mar, 08 | 83,849,272 | - |
| 31 Dec, 06 | 15,768 | - |
| 31 Dec, 01 | 2,850 | - |
| 31 Mar, 87 | 4,578 | - |
Philip Morris (PM) has 191.91M shares outstanding as of 30 Jun 24, down -84.23% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.36% | 0.20% |
| 31 Mar, 24 | 78.37% | 1.27% |
| 31 Dec, 23 | 78.71% | 1.29% |
| 30 Sep, 23 | 78.20% | 1.24% |
| 30 Jun, 23 | 79.56% | 1.32% |
| 31 Mar, 23 | 77.67% | 1.33% |
| 31 Dec, 22 | 76.52% | 1.33% |
| 30 Sep, 22 | 75.92% | 1.33% |
| 30 Jun, 22 | 75.53% | 1.33% |
| 31 Mar, 22 | 75.28% | 1.35% |
| 31 Dec, 21 | 74.55% | 1.33% |
| 30 Sep, 21 | 74.86% | 1.33% |
| 30 Jun, 21 | 74.97% | 1.34% |
| 31 Mar, 21 | 74.72% | 1.35% |
| 31 Dec, 20 | 74.34% | 1.35% |
| 30 Sep, 20 | 74.09% | 1.35% |
| 30 Jun, 20 | 74.10% | 1.33% |
| 31 Mar, 20 | 74.58% | 1.38% |
| 31 Dec, 19 | 73.60% | 1.38% |
| 30 Sep, 19 | 72.92% | 1.33% |
| 30 Jun, 19 | 74.01% | 1.37% |
| 31 Mar, 19 | 73.59% | 1.36% |
| 31 Dec, 18 | 73.59% | 1.39% |
| 30 Sep, 18 | 72.72% | 1.41% |
| 30 Jun, 18 | 71.80% | 1.37% |
| 31 Mar, 18 | 72.41% | 1.38% |
| 31 Dec, 17 | 72.39% | 1.38% |
| 30 Sep, 17 | 72.48% | 1.40% |
| 30 Jun, 17 | 71.94% | 1.38% |
| 31 Mar, 17 | 72.20% | 1.42% |
| 31 Dec, 16 | 71.18% | 1.42% |
| 30 Sep, 16 | 70.88% | 1.41% |
| 30 Jun, 16 | 70.90% | 1.31% |
| 31 Mar, 16 | 73.47% | 1.47% |
| 31 Dec, 15 | 70.68% | 1.44% |
| 30 Sep, 15 | 70.13% | 1.46% |
| 30 Jun, 15 | 69.31% | 1.44% |
| 31 Mar, 15 | 69.26% | 1.43% |
| 31 Dec, 14 | 69.51% | 1.55% |
| 30 Sep, 14 | 66.86% | 1.44% |
| 30 Jun, 14 | 68.22% | 1.55% |
| 31 Mar, 14 | 66.34% | 1.56% |
| 31 Dec, 13 | 65.31% | 1.46% |
| 30 Sep, 13 | 66.99% | 1.52% |
| 30 Jun, 13 | 66.47% | 0.46% |
| 31 Mar, 13 | 119.57% | 0.80% |
| 31 Dec, 12 | 122.32% | 33.14% |
| 30 Sep, 12 | 19.21% | 0.04% |
| 30 Jun, 12 | 221.65% | 62.06% |
| 31 Mar, 12 | 18.90% | 0.13% |
| 31 Dec, 11 | 120.04% | 33.17% |
| 30 Sep, 11 | 19.02% | 3.25% |
| 30 Jun, 11 | 24.21% | 0.05% |
| 31 Mar, 11 | 223.40% | 63.43% |
| 31 Dec, 10 | 18.77% | 6.57% |
| 30 Sep, 10 | 16.89% | 4.53% |
| 30 Jun, 10 | 19.31% | 5.83% |
| 31 Mar, 10 | 18.19% | 5.44% |
| 31 Dec, 09 | 18.28% | 4.68% |
| 30 Sep, 09 | 19.76% | 0.14% |
| 30 Jun, 09 | 119.34% | 39.54% |
| 31 Mar, 09 | 17.37% | 4.11% |
| 31 Dec, 08 | 20.55% | 10.17% |
| 30 Sep, 08 | 14.22% | 9.85% |
| 30 Jun, 08 | 12.01% | 75.94% |
| 31 Mar, 08 | 3.98% | - |
| 31 Dec, 06 | 0.00% | - |
| 31 Dec, 01 | 0.00% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, Philip Morris is held by 12.36% institutional shareholders, representing a 0.20% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 637 | -32.95% |
| 31 Mar, 24 | 950 | 1.60% |
| 31 Dec, 23 | 935 | 5.17% |
| 30 Sep, 23 | 889 | -5.63% |
| 30 Jun, 23 | 942 | -7.56% |
| 31 Mar, 23 | 1,019 | -2.58% |
| 31 Dec, 22 | 1,046 | 9.87% |
| 30 Sep, 22 | 952 | 3.37% |
| 30 Jun, 22 | 921 | -2.23% |
| 31 Mar, 22 | 942 | -5.80% |
| 31 Dec, 21 | 1,000 | 21.36% |
| 30 Sep, 21 | 824 | -2.83% |
| 30 Jun, 21 | 848 | -1.40% |
| 31 Mar, 21 | 860 | 2.50% |
| 31 Dec, 20 | 839 | 20.89% |
| 30 Sep, 20 | 694 | 2.21% |
| 30 Jun, 20 | 679 | 4.78% |
| 31 Mar, 20 | 648 | -22.02% |
| 31 Dec, 19 | 831 | 10.65% |
| 30 Sep, 19 | 751 | 14.83% |
| 30 Jun, 19 | 654 | -19.26% |
| 31 Mar, 19 | 810 | 21.08% |
| 31 Dec, 18 | 669 | 2.76% |
| 30 Sep, 18 | 651 | -8.57% |
| 30 Jun, 18 | 712 | -4.30% |
| 31 Mar, 18 | 744 | -13.29% |
| 31 Dec, 17 | 858 | 26.36% |
| 30 Sep, 17 | 679 | 7.44% |
| 30 Jun, 17 | 632 | -4.53% |
| 31 Mar, 17 | 662 | -10.78% |
| 31 Dec, 16 | 742 | 18.53% |
| 30 Sep, 16 | 626 | 0.16% |
| 30 Jun, 16 | 625 | -6.99% |
| 31 Mar, 16 | 672 | 5.49% |
| 31 Dec, 15 | 637 | 7.60% |
| 30 Sep, 15 | 592 | -0.67% |
| 30 Jun, 15 | 596 | -0.83% |
| 31 Mar, 15 | 601 | -10.70% |
| 31 Dec, 14 | 673 | 16.44% |
| 30 Sep, 14 | 578 | 1.23% |
| 30 Jun, 14 | 571 | -1.04% |
| 31 Mar, 14 | 577 | -10.96% |
| 31 Dec, 13 | 648 | 16.97% |
| 30 Sep, 13 | 554 | -40.94% |
| 30 Jun, 13 | 938 | 184.24% |
| 31 Mar, 13 | 330 | 12.63% |
| 31 Dec, 12 | 293 | 9.74% |
| 30 Sep, 12 | 267 | 5.53% |
| 30 Jun, 12 | 253 | -6.30% |
| 31 Mar, 12 | 270 | -4.59% |
| 31 Dec, 11 | 283 | 8.02% |
| 30 Sep, 11 | 262 | 22.43% |
| 30 Jun, 11 | 214 | - |
| 31 Mar, 11 | 214 | 3.38% |
| 31 Dec, 10 | 207 | 7.81% |
| 30 Sep, 10 | 192 | -0.52% |
| 30 Jun, 10 | 193 | -1.03% |
| 31 Mar, 10 | 195 | 3.17% |
| 31 Dec, 09 | 189 | 16.67% |
| 30 Sep, 09 | 162 | -5.81% |
| 30 Jun, 09 | 172 | -3.37% |
| 31 Mar, 09 | 178 | -10.55% |
| 31 Dec, 08 | 199 | 34.46% |
| 30 Sep, 08 | 148 | -40.08% |
| 30 Jun, 08 | 247 | 72.73% |
| 31 Mar, 08 | 143 | - |
| 31 Dec, 06 | 1 | - |
| 31 Dec, 01 | 1 | - |
| 31 Mar, 87 | 1 | - |
637 institutional shareholders have increased their position in PM stock as of 30 Jun 24 compared to 950 in the previous quarter (a -32.95% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 538 | -38.16% |
| 31 Mar, 24 | 870 | 1.05% |
| 31 Dec, 23 | 861 | 9.82% |
| 30 Sep, 23 | 784 | 3.43% |
| 30 Jun, 23 | 758 | 12.80% |
| 31 Mar, 23 | 672 | -0.59% |
| 31 Dec, 22 | 676 | 6.46% |
| 30 Sep, 22 | 635 | -11.31% |
| 30 Jun, 22 | 716 | 1.13% |
| 31 Mar, 22 | 708 | 6.15% |
| 31 Dec, 21 | 667 | -2.49% |
| 30 Sep, 21 | 684 | 1.48% |
| 30 Jun, 21 | 674 | -1.61% |
| 31 Mar, 21 | 685 | -5.12% |
| 31 Dec, 20 | 722 | 1.12% |
| 30 Sep, 20 | 714 | 0.99% |
| 30 Jun, 20 | 707 | -10.28% |
| 31 Mar, 20 | 788 | 7.36% |
| 31 Dec, 19 | 734 | 9.88% |
| 30 Sep, 19 | 668 | -11.41% |
| 30 Jun, 19 | 754 | 6.35% |
| 31 Mar, 19 | 709 | -9.34% |
| 31 Dec, 18 | 782 | 6.83% |
| 30 Sep, 18 | 732 | -0.27% |
| 30 Jun, 18 | 734 | -3.17% |
| 31 Mar, 18 | 758 | 22.26% |
| 31 Dec, 17 | 620 | -6.77% |
| 30 Sep, 17 | 665 | -9.15% |
| 30 Jun, 17 | 732 | 0.69% |
| 31 Mar, 17 | 727 | 27.77% |
| 31 Dec, 16 | 569 | -6.72% |
| 30 Sep, 16 | 610 | -5.13% |
| 30 Jun, 16 | 643 | 4.05% |
| 31 Mar, 16 | 618 | 7.29% |
| 31 Dec, 15 | 576 | 6.86% |
| 30 Sep, 15 | 539 | -7.71% |
| 30 Jun, 15 | 584 | -0.17% |
| 31 Mar, 15 | 585 | 8.13% |
| 31 Dec, 14 | 541 | -4.08% |
| 30 Sep, 14 | 564 | -1.74% |
| 30 Jun, 14 | 574 | -6.21% |
| 31 Mar, 14 | 612 | 8.13% |
| 31 Dec, 13 | 566 | 3.66% |
| 30 Sep, 13 | 546 | 104.49% |
| 30 Jun, 13 | 267 | 25.94% |
| 31 Mar, 13 | 212 | -6.19% |
| 31 Dec, 12 | 226 | 1.35% |
| 30 Sep, 12 | 223 | -0.45% |
| 30 Jun, 12 | 224 | -1.75% |
| 31 Mar, 12 | 228 | 15.15% |
| 31 Dec, 11 | 198 | 48.87% |
| 30 Sep, 11 | 133 | -17.90% |
| 30 Jun, 11 | 162 | -2.41% |
| 31 Mar, 11 | 166 | 9.93% |
| 31 Dec, 10 | 151 | 29.06% |
| 30 Sep, 10 | 117 | -4.10% |
| 30 Jun, 10 | 122 | -6.15% |
| 31 Mar, 10 | 130 | 4.00% |
| 31 Dec, 09 | 125 | -9.42% |
| 30 Sep, 09 | 138 | 6.98% |
| 30 Jun, 09 | 129 | 8.40% |
| 31 Mar, 09 | 119 | 25.26% |
| 31 Dec, 08 | 95 | -19.49% |
| 30 Sep, 08 | 118 | 174.42% |
| 30 Jun, 08 | 43 | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 06 | - | - |
| 31 Dec, 01 | - | - |
| 31 Mar, 87 | - | - |
538 institutional shareholders have reduced their position in PM stock as of 30 Jun 24 compared to 870 in the previous quarter (a -38.16% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,394 | -36.14% | 191,907,686 | -84.23% | 12.36% | 0.20% | 637 | -32.95% | 538 | -38.16% |
| 31 Mar, 24 | 2,183 | -0.41% | 1,217,029,097 | -0.37% | 78.37% | 1.27% | 950 | 1.60% | 870 | 1.05% |
| 31 Dec, 23 | 2,192 | 5.38% | 1,221,545,124 | 0.66% | 78.71% | 1.29% | 935 | 5.17% | 861 | 9.82% |
| 30 Sep, 23 | 2,080 | 0.73% | 1,213,595,311 | -1.71% | 78.20% | 1.24% | 889 | -5.63% | 784 | 3.43% |
| 30 Jun, 23 | 2,065 | -0.82% | 1,234,732,874 | 2.43% | 79.56% | 1.32% | 942 | -7.56% | 758 | 12.80% |
| 31 Mar, 23 | 2,082 | -0.62% | 1,205,414,682 | 1.63% | 77.67% | 1.33% | 1,019 | -2.58% | 672 | -0.59% |
| 31 Dec, 22 | 2,095 | 5.22% | 1,186,103,686 | 0.80% | 76.52% | 1.33% | 1,046 | 9.87% | 676 | 6.46% |
| 30 Sep, 22 | 1,991 | -1.87% | 1,176,692,273 | 0.45% | 75.92% | 1.33% | 952 | 3.37% | 635 | -11.31% |
| 30 Jun, 22 | 2,029 | 0.05% | 1,171,394,713 | 0.39% | 75.53% | 1.33% | 921 | -2.23% | 716 | 1.13% |
| 31 Mar, 22 | 2,028 | 0.95% | 1,166,836,770 | 0.60% | 75.28% | 1.35% | 942 | -5.80% | 708 | 6.15% |
| 31 Dec, 21 | 2,009 | 5.79% | 1,159,925,027 | -0.54% | 74.55% | 1.33% | 1,000 | 21.36% | 667 | -2.49% |
| 30 Sep, 21 | 1,899 | -0.37% | 1,166,249,723 | -0.15% | 74.86% | 1.33% | 824 | -2.83% | 684 | 1.48% |
| 30 Jun, 21 | 1,906 | 1.65% | 1,167,977,958 | 0.33% | 74.97% | 1.34% | 848 | -1.40% | 674 | -1.61% |
| 31 Mar, 21 | 1,875 | 0.91% | 1,164,113,705 | 0.58% | 74.72% | 1.35% | 860 | 2.50% | 685 | -5.12% |
| 31 Dec, 20 | 1,858 | 7.77% | 1,157,425,253 | 0.27% | 74.34% | 1.35% | 839 | 20.89% | 722 | 1.12% |
| 30 Sep, 20 | 1,724 | 0.94% | 1,154,305,920 | -0.02% | 74.09% | 1.35% | 694 | 2.21% | 714 | 0.99% |
| 30 Jun, 20 | 1,708 | -1.44% | 1,154,519,873 | -0.58% | 74.10% | 1.33% | 679 | 4.78% | 707 | -10.28% |
| 31 Mar, 20 | 1,733 | -8.26% | 1,161,243,657 | 1.40% | 74.58% | 1.38% | 648 | -22.02% | 788 | 7.36% |
| 31 Dec, 19 | 1,889 | 8.88% | 1,145,252,341 | 0.93% | 73.60% | 1.38% | 831 | 10.65% | 734 | 9.88% |
| 30 Sep, 19 | 1,735 | 0.06% | 1,134,667,689 | -1.48% | 72.92% | 1.33% | 751 | 14.83% | 668 | -11.41% |
| 30 Jun, 19 | 1,734 | -4.20% | 1,151,666,242 | 0.65% | 74.01% | 1.37% | 654 | -19.26% | 754 | 6.35% |
| 31 Mar, 19 | 1,810 | 4.81% | 1,144,275,736 | 0.00% | 73.59% | 1.36% | 810 | 21.08% | 709 | -9.34% |
| 31 Dec, 18 | 1,727 | 2.74% | 1,144,271,473 | 1.19% | 73.59% | 1.39% | 669 | 2.76% | 782 | 6.83% |
| 30 Sep, 18 | 1,681 | -1.70% | 1,130,789,287 | 1.28% | 72.72% | 1.41% | 651 | -8.57% | 732 | -0.27% |
| 30 Jun, 18 | 1,710 | -5.05% | 1,116,524,011 | -0.71% | 71.80% | 1.37% | 712 | -4.30% | 734 | -3.17% |
| 31 Mar, 18 | 1,801 | 0.78% | 1,124,484,398 | 0.02% | 72.41% | 1.38% | 744 | -13.29% | 758 | 22.26% |
| 31 Dec, 17 | 1,787 | 6.69% | 1,124,206,195 | -0.12% | 72.39% | 1.38% | 858 | 26.36% | 620 | -6.77% |
| 30 Sep, 17 | 1,675 | -0.77% | 1,125,569,396 | 0.75% | 72.48% | 1.40% | 679 | 7.44% | 665 | -9.15% |
| 30 Jun, 17 | 1,688 | 1.38% | 1,117,207,334 | -0.30% | 71.94% | 1.38% | 632 | -4.53% | 732 | 0.69% |
| 31 Mar, 17 | 1,665 | 3.35% | 1,120,553,954 | 1.50% | 72.20% | 1.42% | 662 | -10.78% | 727 | 27.77% |
| 31 Dec, 16 | 1,611 | 2.87% | 1,104,022,121 | 0.43% | 71.18% | 1.42% | 742 | 18.53% | 569 | -6.72% |
| 30 Sep, 16 | 1,566 | -0.95% | 1,099,300,053 | -0.04% | 70.88% | 1.41% | 626 | 0.16% | 610 | -5.13% |
| 30 Jun, 16 | 1,581 | 1.22% | 1,099,707,053 | -3.43% | 70.90% | 1.31% | 625 | -6.99% | 643 | 4.05% |
| 31 Mar, 16 | 1,562 | 3.86% | 1,138,800,002 | 4.02% | 73.47% | 1.47% | 672 | 5.49% | 618 | 7.29% |
| 31 Dec, 15 | 1,504 | 4.59% | 1,094,817,599 | 0.78% | 70.68% | 1.44% | 637 | 7.60% | 576 | 6.86% |
| 30 Sep, 15 | 1,438 | -0.90% | 1,086,307,353 | 1.18% | 70.13% | 1.46% | 592 | -0.67% | 539 | -7.71% |
| 30 Jun, 15 | 1,451 | 0.90% | 1,073,586,670 | 0.13% | 69.31% | 1.44% | 596 | -0.83% | 584 | -0.17% |
| 31 Mar, 15 | 1,438 | -2.90% | 1,072,196,154 | -0.55% | 69.26% | 1.43% | 601 | -10.70% | 585 | 8.13% |
| 31 Dec, 14 | 1,481 | 4.74% | 1,078,167,953 | 3.36% | 69.51% | 1.55% | 673 | 16.44% | 541 | -4.08% |
| 30 Sep, 14 | 1,414 | -1.53% | 1,043,092,908 | -2.67% | 66.86% | 1.44% | 578 | 1.23% | 564 | -1.74% |
| 30 Jun, 14 | 1,436 | 0.49% | 1,071,686,742 | 2.05% | 68.22% | 1.55% | 571 | -1.04% | 574 | -6.21% |
| 31 Mar, 14 | 1,429 | -1.92% | 1,050,144,660 | -0.87% | 66.34% | 1.56% | 577 | -10.96% | 612 | 8.13% |
| 31 Dec, 13 | 1,457 | 8.01% | 1,059,348,603 | -2.03% | 65.31% | 1.46% | 648 | 16.97% | 566 | 3.66% |
| 30 Sep, 13 | 1,349 | 1.97% | 1,081,269,064 | -0.26% | 66.99% | 1.52% | 554 | -40.94% | 546 | 104.49% |
| 30 Jun, 13 | 1,323 | 109.34% | 1,084,126,710 | -44.92% | 66.47% | 0.46% | 938 | 184.24% | 267 | 25.94% |
| 31 Mar, 13 | 632 | 3.95% | 1,968,115,419 | -3.36% | 119.57% | 0.80% | 330 | 12.63% | 212 | -6.19% |
| 31 Dec, 12 | 608 | 3.93% | 2,036,605,777 | 529.87% | 122.32% | 33.14% | 293 | 9.74% | 226 | 1.35% |
| 30 Sep, 12 | 585 | 2.81% | 323,338,473 | -91.42% | 19.21% | 0.04% | 267 | 5.53% | 223 | -0.45% |
| 30 Jun, 12 | 569 | 0.89% | 3,770,242,122 | 1060.59% | 221.65% | 62.06% | 253 | -6.30% | 224 | -1.75% |
| 31 Mar, 12 | 564 | 3.49% | 324,854,833 | -84.32% | 18.90% | 0.13% | 270 | -4.59% | 228 | 15.15% |
| 31 Dec, 11 | 545 | 16.70% | 2,071,845,652 | 522.70% | 120.04% | 33.17% | 283 | 8.02% | 198 | 48.87% |
| 30 Sep, 11 | 467 | 1.08% | 332,722,228 | -22.45% | 19.02% | 3.25% | 262 | 22.43% | 133 | -17.90% |
| 30 Jun, 11 | 462 | 4.76% | 429,038,522 | -89.29% | 24.21% | 0.05% | 214 | - | 162 | -2.41% |
| 31 Mar, 11 | 441 | 6.52% | 4,005,536,717 | 1060.58% | 223.40% | 63.43% | 214 | 3.38% | 166 | 9.93% |
| 31 Dec, 10 | 414 | 10.70% | 345,131,529 | 11.75% | 18.77% | 6.57% | 207 | 7.81% | 151 | 29.06% |
| 30 Sep, 10 | 374 | 4.18% | 308,839,159 | -13.34% | 16.89% | 4.53% | 192 | -0.52% | 117 | -4.10% |
| 30 Jun, 10 | 359 | -1.91% | 356,396,585 | 4.55% | 19.31% | 5.83% | 193 | -1.03% | 122 | -6.15% |
| 31 Mar, 10 | 366 | 2.52% | 340,888,523 | -4.01% | 18.19% | 5.44% | 195 | 3.17% | 130 | 4.00% |
| 31 Dec, 09 | 357 | 3.18% | 355,144,247 | -6.74% | 18.28% | 4.68% | 189 | 16.67% | 125 | -9.42% |
| 30 Sep, 09 | 346 | 1.76% | 380,795,293 | -83.68% | 19.76% | 0.14% | 162 | -5.81% | 138 | 6.98% |
| 30 Jun, 09 | 340 | 1.80% | 2,333,060,829 | 573.79% | 119.34% | 39.54% | 172 | -3.37% | 129 | 8.40% |
| 31 Mar, 09 | 334 | 2.14% | 346,259,169 | -18.53% | 17.37% | 4.11% | 178 | -10.55% | 119 | 25.26% |
| 31 Dec, 08 | 327 | 6.86% | 425,012,208 | 45.75% | 20.55% | 10.17% | 199 | 34.46% | 95 | -19.49% |
| 30 Sep, 08 | 306 | -2.55% | 291,600,073 | 15.85% | 14.22% | 9.85% | 148 | -40.08% | 118 | 174.42% |
| 30 Jun, 08 | 314 | 119.58% | 251,712,399 | 200.20% | 12.01% | 75.94% | 247 | 72.73% | 43 | - |
| 31 Mar, 08 | 143 | - | 83,849,272 | - | 3.98% | - | 143 | - | - | - |
| 31 Dec, 06 | 1 | - | 15,768 | - | 0.00% | - | 1 | - | - | - |
| 31 Dec, 01 | 1 | - | 2,850 | - | 0.00% | - | 1 | - | - | - |
| 31 Mar, 87 | 1 | - | 4,578 | - | 0.00% | - | 1 | - | - | - |
Philip Morris Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Philip Morris's stock was made by Andolina Massimo on Aug 12 2024, selling 9,000 shares at $115.35 per share (valued at $1.04M).
Philip Morris Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 11 | 4 | 275.00% |
| Q1 2024 | 26 | 22 | 118.18% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 12 | 1 | 1200.00% |
| Q1 2023 | 26 | 18 | 144.44% |
| Q4 2022 | 2 | - | - |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 17 | 1 | 1700.00% |
| Q1 2022 | 26 | 15 | 173.33% |
| Q4 2021 | 2 | 1 | 200.00% |
| Q3 2021 | 2 | 3 | 66.67% |
| Q2 2021 | 14 | 8 | 175.00% |
| Q1 2021 | 58 | 24 | 241.67% |
| Q4 2020 | 3 | 2 | 150.00% |
| Q3 2020 | 4 | 8 | 50.00% |
| Q2 2020 | 15 | 3 | 500.00% |
| Q1 2020 | 43 | 22 | 195.45% |
| Q4 2019 | 3 | 1 | 300.00% |
| Q3 2019 | 4 | 3 | 133.33% |
11 total buy trades, and 4 total sell trades (buy/sell ratio of 2.75%) were made by Philip Morris's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 8 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 4 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | 6 | - |
| Q1 2021 | - | 5 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 4 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | 3 | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | 1 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Philip Morris's stocks.
PM Ownership FAQ
Who Owns Philip Morris?
Philip Morris is owned by institutional shareholders (12.36%), insiders (0.15%), and public (87.49%). The largest institutional shareholder of Philip Morris is VANGUARD GROUP INC (8.83% of total shares) and the top mutual fund owner is CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND (34102.56% of total shares).
Who are the major institutional shareholders of Philip Morris?
Philip Morris's major institutional shareholders are VANGUARD GROUP INC, CAPITAL WORLD INVESTORS, BLACKROCK INC., CAPITAL INTERNATIONAL INVESTORS, and CAPITAL RESEARCH GLOBAL INVESTORS. The top five shareholders own together 32.71% of the company's share outstanding.
How many Philip Morris shareholders are there?
As of Jun 2024, there are 1,394 institutional shareholders of Philip Morris.
What percentage of Philip Morris is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 137.2M shares of Philip Morris, representing 8.83% of the company's total shares outstanding, valued at $13.9B (as of Jun 2024).
What percentage of Philip Morris is owned by CAPITAL WORLD INVESTORS?
As of Jun 2024, CAPITAL WORLD INVESTORS holds 115.57M shares of Philip Morris (PM), compromising 7.44% of the company, valued at $11.71B.
What percentage of Philip Morris is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Philip Morris. The company owns 98.98M of the company's shares outstanding (worth $10.03B).