Who holds PMticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Philip Morris International Inc · COM · quarter ended 2026-03-31 · 36 members disclosed PM ↗

2,354

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$201B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,131

addsholders whose share count rose or who opened the position (new + add), by shares

170

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$22.1B	133,450,504	+1,094,778	add
2	BlackRock, Inc.	$17.8B	107,532,073	−1,719,105	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$16.7B	101,156,274	—	no prior
4	Capital Research Global Investors	$13.2B	79,823,025	+25,263,319	add
5	Capital International Investors	$12.0B	72,761,312	−28,616,563	trim
6	STATE STREET CORP	$9.2B	55,033,026	+36,546	add
7	JPMORGAN CHASE & CO	$8.5B	51,591,197	+9,879,834	add
8	GQG Partners LLC	$8.3B	50,105,900	−4,990,416	trim
9	FMR LLC	$7.4B	44,770,603	+3,350,573	add
10	GEODE CAPITAL MANAGEMENT, LLC	$6.4B	38,461,183	+1,080,652	add
11	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.9B	29,577,453	—	no prior
12	MORGAN STANLEY	$4.0B	24,405,704	+986,019	add
13	BANK OF AMERICA CORP /DE/	$2.8B	17,230,669	+1,847,421	add
14	WELLINGTON MANAGEMENT GROUP LLP	$2.8B	16,855,584	+2,598,840	add
15	FRANKLIN RESOURCES INC	$2.7B	16,614,374	+2,212,668	add
16	Invesco Ltd.	$2.7B	16,058,609	+427,201	add
17	NORTHERN TRUST CORP	$2.4B	14,437,223	−12,119	trim
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.2B	13,549,581	+211,512	add
19	FAYEZ SAROFIM & CO	$1.8B	10,771,913	−76,224	trim
20	WCM INVESTMENT MANAGEMENT, LLC	$1.8B	10,783,780	−22,437	trim
21	Nuveen, LLC	$1.6B	9,668,405	−302,148	trim
22	Bank of New York Mellon Corp	$1.5B	8,914,216	−452,240	trim
23	VANGUARD FIDUCIARY TRUST CO	$1.4B	8,762,224	—	no prior
24	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	8,631,772	−669,340	trim
25	AMERIPRISE FINANCIAL INC	$1.3B	7,973,116	+1,790,679	add
26	Legal & General Group Plc	$1.3B	7,942,545	+296,872	add
27	Ninety One UK Ltd	$1.2B	7,161,703	+10,264	add
28	ROYAL BANK OF CANADA	$1.0B	6,105,002	−517,714	trim
29	ENVESTNET ASSET MANAGEMENT INC	$981M	5,930,698	+243,083	add
30	First Eagle Investment Management, LLC	$974M	5,892,458	+84,338	add
31	Boston Partners	$953M	5,780,564	−542,506	trim
32	Mitsubishi UFJ Asset Management Co., Ltd.	$941M	5,693,947	+448,276	add
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$922M	5,577,426	+163,161	add
34	Fundsmith LLP	$845M	5,113,163	−1,011,434	trim
35	RAYMOND JAMES FINANCIAL INC	$807M	4,879,987	+255,620	add
36	BARCLAYS PLC	$762M	4,607,041	+934,126	add
37	Swiss National Bank	$755M	4,568,400	+302,900	add
38	Janus Henderson Group Ltd.	$730M	4,413,854	−46,208	trim
39	WELLS FARGO & COMPANY/MN	$722M	4,368,587	+664,222	add
40	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$683M	4,129,127	−846,728	trim
41	UBS Group AG	$662M	4,002,867	+238,668	add
42	ALLIANCEBERNSTEIN L.P.	$616M	3,841,383	+284,453	add
43	National Pension Service	$597M	3,612,916	+3,612,916	new
44	FEDERATED HERMES, INC.	$570M	3,449,381	−401,710	trim
45	Vanguard Global Advisers, LLC	$562M	3,402,002	—	no prior
46	DIMENSIONAL FUND ADVISORS LP	$542M	3,278,014	+71,690	add
47	Sumitomo Mitsui Trust Group, Inc.	$506M	3,057,345	−36,037	trim
48	CANADA PENSION PLAN INVESTMENT BOARD	$499M	3,016,923	+562,161	add
49	AQR CAPITAL MANAGEMENT LLC	$481M	2,909,034	−625,751	trim
50	VANGUARD ASSET MANAGEMENT, Ltd	$468M	2,829,288	—	no prior
51	DEUTSCHE BANK AG\	$460M	2,782,616	+90,180	add
52	LPL Financial LLC	$439M	2,652,573	+34,557	add
53	MACKENZIE FINANCIAL CORP	$427M	2,584,550	+49,685	add
54	Independent Franchise Partners LLP	$423M	2,560,566	−1,263,162	trim
55	TRUIST FINANCIAL CORP	$417M	2,522,798	+45,911	add
56	BANK OF MONTREAL /CAN/	$415M	2,510,786	+492,550	add
57	HSBC HOLDINGS PLC	$401M	2,423,482	−3,231,544	trim
58	LONDON CO OF VIRGINIA	$334M	2,020,161	−137,849	trim
59	Capital International, Inc./CA/	$316M	1,914,057	+163,568	add
60	FIRST MANHATTAN CO. LLC.	$296M	1,775,569	−39,072	trim
61	PRINCIPAL FINANCIAL GROUP INC	$289M	1,749,744	+9,047	add
62	NEW YORK STATE COMMON RETIREMENT FUND	$289M	1,746,100	−1,000	trim
63	FUNDSMITH INVESTMENT SERVICES LTD.	$277M	1,677,719	−414,082	trim
64	Focus Partners Wealth	$275M	1,661,990	+69,368	add
65	SEI INVESTMENTS CO	$275M	1,661,815	+265,571	add
66	BAILLIE GIFFORD & CO	$272M	1,644,203	+1,613,462	add
67	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$256M	1,546,551	+22,262	add
68	PANAGORA ASSET MANAGEMENT INC	$249M	1,508,171	−147,586	trim
69	NATIONAL BANK OF CANADA /FI/	$248M	1,501,531	−458,769	trim
70	CITIGROUP INC	$247M	1,491,010	+61,274	add
71	ADAGE CAPITAL PARTNERS GP, L.L.C.	$231M	1,394,554	−12,400	trim
72	STIFEL FINANCIAL CORP	$227M	1,373,401	+15,320	add
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$227M	1,370,492	−14,526	trim
74	ROYAL LONDON ASSET MANAGEMENT LTD	$201M	1,214,925	+7,643	add
75	Perpetual Ltd	$195M	1,177,113	−268,139	trim
76	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$187M	1,132,803	−115,160	trim
77	Eurizon Capital SGR S.p.A.	$186M	1,126,895	+522,315	add
78	Alyeska Investment Group, L.P.	$186M	1,123,633	+595,446	add
79	Vontobel Holding Ltd.	$180M	1,086,371	+231,651	add
80	BANK OF NOVA SCOTIA	$176M	1,061,473	−359,789	trim
81	Artisan Partners Limited Partnership	$172M	1,041,116	+36,208	add
82	Korea Investment CORP	$169M	1,020,505	−46,506	trim
83	VICTORY CAPITAL MANAGEMENT INC	$165M	999,564	+133,204	add
84	Amundi	$165M	995,120	+94,649	add
85	MACQUARIE GROUP LTD	$162M	981,304	+154,854	add
86	FIFTH THIRD BANCORP	$161M	973,375	+401,858	add
87	HighTower Advisors, LLC	$161M	971,746	−1,950	trim
88	Russell Investments Group, Ltd.	$159M	964,289	−60,528	trim
89	Mitsubishi UFJ Trust & Banking Corp	$154M	933,627	−18,508	trim
90	Asset Management One Co., Ltd.	$150M	904,808	−9,250	trim
91	NOMURA ASSET MANAGEMENT CO LTD	$148M	893,332	+46,618	add
92	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$146M	884,878	−101,132	trim
93	PRIMECAP MANAGEMENT CO/CA/	$143M	864,400	−36,500	trim
94	STATE OF WISCONSIN INVESTMENT BOARD	$139M	840,288	+27,180	add
95	Retirement Systems of Alabama	$138M	836,624	−579	trim
96	NATIXIS	$137M	828,571	+94,268	add
97	Contrarius Group Holdings Ltd	$136M	822,766	+772,371	add
98	ZACKS INVESTMENT MANAGEMENT	$133M	801,874	−6,560	trim
99	Chevy Chase Trust Holdings, LLC	$128M	773,541	−22,453	trim
100	Advisors Capital Management, LLC	$127M	765,353	+35,171	add
101	CRAWFORD INVESTMENT COUNSEL INC	$126M	759,452	−10,277	trim
102	Quantinno Capital Management LP	$125M	753,976	+213,119	add
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$121M	743,842	−15,457	trim
104	Hamlin Capital Management, LLC	$121M	731,871	−2,543	trim
105	Ninety One North America, Inc.	$119M	717,522	+11,156	add
106	Cetera Investment Advisers	$118M	715,827	−890	trim
107	ASSETMARK, INC	$117M	709,810	+79,227	add
108	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$117M	708,546	+325,212	add
109	OSAIC HOLDINGS, INC.	$115M	697,408	+142,904	add
110	Vanguard Investments Australia, Ltd.	$113M	684,514	—	no prior
111	Capital International Sarl	$113M	682,706	+22,468	add
112	Aberdeen Group plc	$113M	680,587	−20,826	trim
113	TD ASSET MANAGEMENT INC	$110M	667,512	−18,530	trim
114	AE Wealth Management LLC	$108M	653,199	+128,152	add
115	Pictet Asset Management Holding SA	$107M	647,012	−21,451	trim
116	DAVENPORT & Co LLC	$107M	646,714	−4,191	trim
117	US BANCORP \DE\	$107M	646,151	−34,187	trim
118	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$102M	617,726	+617,726	new
119	LAZARD ASSET MANAGEMENT LLC	$101M	610,714	−316,634	trim
120	BAHL & GAYNOR INC	$99.4M	601,173	+313,510	add
121	Calamos Advisors LLC	$98.0M	592,924	+33,203	add
122	M&T BANK CORP	$97.3M	588,550	−21,756	trim
123	ASSOCIATED BANC-CORP	$95.7M	579,029	+8,856	add
124	Qube Research & Technologies Ltd	$94.5M	571,663	−537,057	trim
125	Creative Planning	$94.4M	570,697	+84,879	add
126	MAVERICK CAPITAL LTD	$93.8M	567,250	−1,609,777	trim
127	Corient Private Wealth LLC	$92.8M	564,895	−569,395	trim
128	ING GROEP NV	$90.8M	549,265	+234,493	add
129	CITADEL ADVISORS LLC	$90.1M	545,207	+188,883	add
130	MML INVESTORS SERVICES, LLC	$88.4M	534,689	−131,449	trim
131	State of New Jersey Common Pension Fund D	$88.4M	534,456	0	no change
132	AGF MANAGEMENT LTD	$87.4M	528,750	−102,619	trim
133	Epoch Investment Partners, Inc.	$87.0M	526,258	−12,339	trim
134	TEACHER RETIREMENT SYSTEM OF TEXAS	$84.7M	512,104	−35,773	trim
135	CIBC Asset Management Inc	$84.0M	508,127	+5,109	add
136	Allianz Asset Management GmbH	$83.9M	507,499	−1,257	trim
137	Zurich Insurance Group Ltd/FI	$83.2M	503,063	−224,527	trim
138	Mariner, LLC	$81.7M	494,146	+20,332	add
139	NewEdge Advisors, LLC	$80.2M	485,191	+485,191	new
140	Resona Asset Management Co.,Ltd.	$80.0M	484,256	+11,185	add
141	COMMONWEALTH EQUITY SERVICES, LLC	$79.0M	477,633	−189	trim
142	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$78.9M	477,497	+18,167	add
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$77.8M	510,848	−81,833	trim
144	TORONTO DOMINION BANK	$76.8M	464,579	−304,292	trim
145	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$76.1M	474,088	−12,262	trim
146	BANQUE PICTET & CIE SA	$73.8M	446,472	+7,549	add
147	FACTORY MUTUAL INSURANCE CO	$71.2M	430,606	+12,200	add
148	NISA INVESTMENT ADVISORS, LLC	$70.6M	423,426	−6,142	trim
149	Arizona State Retirement System	$70.5M	426,514	−13,352	trim
150	Czech National Bank	$70.1M	423,955	+13,492	add
151	Squarepoint Ops LLC	$69.7M	421,380	−18,085	trim
152	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$68.4M	413,502	+46,585	add
153	BROWN BROTHERS HARRIMAN & CO	$67.9M	410,938	−38,351	trim
154	Zurcher Kantonalbank (Zurich Cantonalbank)	$67.6M	409,109	+409,109	new
155	STATE OF MICHIGAN RETIREMENT SYSTEM	$67.2M	406,658	−900	trim
156	Daiwa Securities Group Inc.	$67.0M	405,338	+3,823	add
157	Gladstone Capital Management LLP	$66.8M	404,274	−3,368	trim
158	Cerity Partners LLC	$65.8M	398,224	−312,811	trim
159	FIRST TRUST ADVISORS LP	$64.7M	391,135	−7,418	trim
160	Susquehanna Portfolio Strategies, LLC	$64.6M	390,533	0	no change
161	VOYA INVESTMENT MANAGEMENT LLC	$63.9M	386,181	−454,484	trim
162	ALLIANZ SE	$62.8M	379,579	+55	add
163	MetLife Investment Management, LLC	$60.1M	363,757	−9,428	trim
164	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$60.0M	362,617	+534	add
165	Clark Capital Management Group, Inc.	$59.1M	357,523	+5,997	add
166	Newport Trust Company, LLC	$57.0M	344,822	−45,056	trim
167	Bronte Capital Management Pty Ltd.	$56.4M	341,098	−57,458	trim
168	Sumitomo Mitsui DS Asset Management Company, Ltd	$55.8M	337,229	−2,759	trim
169	CIBC Bancorp USA Inc.	$55.7M	336,248	—	no prior
170	Haverford Trust Co	$54.6M	330,179	+38,465	add
171	WATERS PARKERSON & CO., LLC	$54.0M	326,696	−858	trim
172	EXCHANGE TRADED CONCEPTS, LLC	$53.0M	320,521	+14,904	add
173	Sanctuary Advisors, LLC	$52.5M	317,635	+26,165	add
174	Mirae Asset Global Investments Co., Ltd.	$52.2M	315,525	+39,876	add
175	Bank Pictet & Cie (Europe) AG	$52.2M	315,469	+14,169	add
176	Swiss Life Asset Management Ltd	$51.8M	313,472	+29,732	add
177	D. E. Shaw & Co., Inc.	$51.1M	309,149	−299,423	trim
178	Woodline Partners LP	$50.4M	304,902	+39,313	add
179	MILLENNIUM MANAGEMENT LLC	$50.0M	302,584	+188,337	add
180	KEYBANK NATIONAL ASSOCIATION/OH	$49.3M	298,200	+141,460	add
181	CIBC WORLD MARKET INC.	$48.8M	295,052	−92,182	trim
182	MERCER GLOBAL ADVISORS INC /ADV	$47.7M	288,723	−2,885	trim
183	Pathstone Holdings, LLC	$47.6M	287,481	+13,200	add
184	SCHRODER INVESTMENT MANAGEMENT GROUP	$47.4M	287,437	+11,131	add
185	Midwest Trust Co	$45.7M	276,193	+1,555	add
186	FIL Ltd	$45.6M	275,640	−538	trim
187	WHITTIER TRUST CO	$45.2M	281,824	−98,464	trim
188	Rockefeller Capital Management L.P.	$44.7M	270,463	+6,564	add
189	Baird Financial Group, Inc.	$44.0M	265,912	+265,912	new
190	Illinois Municipal Retirement Fund	$43.9M	265,572	−2,429	trim
191	XPONANCE LLC	$42.4M	256,699	+22,207	add
192	Beacon Pointe Advisors, LLC	$41.9M	253,533	+27,600	add
193	Utah Retirement Systems	$41.9M	253,308	−4,107	trim
194	PUBLIC SECTOR PENSION INVESTMENT BOARD	$41.4M	250,455	−100,869	trim
195	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$39.9M	241,403	−34,814	trim
196	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$39.6M	239,407	+22,794	add
197	BLAIR WILLIAM & CO/IL	$39.5M	238,803	−9,594	trim
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$39.5M	241,886	+13,678	add
199	QRG CAPITAL MANAGEMENT, INC.	$39.1M	236,708	+42,163	add
200	IFM Investors Pty Ltd	$38.6M	233,395	+8,854	add
201	COMMERCE BANK	$38.6M	233,310	+40,450	add
202	Rakuten Investment Management, Inc.	$38.1M	231,025	+26,252	add
203	NEOS Investment Management LLC	$37.8M	228,438	+13,891	add
204	ProShare Advisors LLC	$37.2M	224,780	−58,758	trim
205	Vanguard Personalized Indexing Management, LLC	$34.7M	210,157	+16,008	add
206	AUXIER ASSET MANAGEMENT LLC	$34.0M	205,647	−1,316	trim
207	GLENMEDE TRUST CO NA	$34.0M	205,361	−20,479	trim
208	NISSAY ASSET MANAGEMENT CORP /JAPAN	$33.8M	204,463	+2,758	add
209	Curi Capital, LLC	$33.5M	201,120	−1,437	trim
210	OPPENHEIMER ASSET MANAGEMENT INC.	$33.5M	202,343	+10,309	add
211	CWM, LLC	$33.3M	201,295	+64,434	add
212	ADAMS DIVERSIFIED EQUITY FUND, INC.	$33.1M	200,135	−5,300	trim
213	Wealthfront Advisers LLC	$33.1M	199,970	+6,827	add
214	Pinnacle Financial Partners, Inc.	$33.1M	199,925	+2,834	add
215	Dash Acquisitions Inc.	$32.9M	208,765	+4,578	add
216	INTECH INVESTMENT MANAGEMENT LLC	$32.8M	198,391	−40,859	trim
217	CORTLAND ASSOCIATES INC/MO	$32.7M	197,837	−4,057	trim
218	Assenagon Asset Management S.A.	$31.8M	192,250	+94,793	add
219	Atria Investments, Inc	$31.4M	189,984	+6,602	add
220	Tidal Investments LLC	$30.8M	186,261	−56,070	trim
221	&PARTNERS	$30.3M	183,466	+5,222	add
222	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$30.3M	183,428	−1,979	trim
223	NS Partners Ltd	$29.7M	179,592	+74,661	add
224	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$29.5M	178,237	0	no change
225	Cornerstone Advisors, LLC	$29.2M	176,843	+62,343	add
226	Trajan Wealth LLC	$29.1M	175,998	+25,884	add
227	NorthRock Partners, LLC	$29.0M	175,418	−4,801	trim
228	TOKIO MARINE ASSET MANAGEMENT CO LTD	$28.9M	174,599	+4,258	add
229	RWC Asset Management LLP	$28.8M	174,315	−6,346	trim
230	TCTC Holdings, LLC	$28.8M	174,169	−665	trim
231	1832 Asset Management L.P.	$28.7M	173,353	−627	trim
232	Allspring Global Investments Holdings, LLC	$28.3M	179,787	+607	add
233	EAGLE GLOBAL ADVISORS LLC	$27.9M	168,801	+660	add
234	Blue Chip Partners, LLC	$27.7M	167,288	+4,680	add
235	Capital Group Private Client Services, Inc.	$27.5M	166,167	−73,497	trim
236	Americana Partners, LLC	$27.3M	165,169	+6,616	add
237	Alley Investment Management Company, LLC	$27.3M	165,073	−8,504	trim
238	CONNING INC.	$26.9M	162,657	−7,819	trim
239	BROWN ADVISORY INC	$26.6M	161,005	−84	trim
240	Allworth Financial LP	$26.1M	157,816	+3,999	add
241	Dana Investment Advisors, Inc.	$26.0M	157,434	+47,425	add
242	Dai-ichi Life Insurance Company, Ltd	$25.9M	156,829	−5,896	trim
243	ProVise Management Group, LLC	$25.6M	155,064	+2,201	add
244	WHITTIER TRUST CO OF NEVADA INC	$25.6M	159,358	−39,640	trim
245	Orion Porfolio Solutions, LLC	$25.5M	154,272	−11,263	trim
246	STOCK YARDS BANK & TRUST CO	$25.3M	153,130	+5,343	add
247	Cresset Asset Management, LLC	$24.8M	148,906	+14,597	add
248	Kestra Advisory Services, LLC	$24.8M	150,158	+4,562	add
249	Gotham Asset Management, LLC	$24.8M	150,010	−71,268	trim
250	Steward Partners Investment Advisory, LLC	$24.6M	148,924	+11,433	add
251	Empowered Funds, LLC	$24.3M	147,128	+147,128	new
252	CHOREO, LLC	$24.1M	144,605	+1,729	add
253	Huber Capital Management LLC	$23.7M	143,214	−3,201	trim
254	IEQ CAPITAL, LLC	$23.4M	141,714	−13,934	trim
255	INTACT INVESTMENT MANAGEMENT INC.	$23.3M	140,700	+2,600	add
256	SAPIENT CAPITAL LLC	$22.6M	135,580	−9,017	trim
257	Y-Intercept (Hong Kong) Ltd	$22.1M	133,907	+133,907	new
258	Merit Financial Group, LLC	$22.1M	133,694	−4,053	trim
259	MUFG Securities EMEA plc	$21.8M	131,834	+68,000	add
260	Ninety One SA (PTY) Ltd	$21.5M	130,423	−1,732	trim
261	FOUNDATIONS INVESTMENT ADVISORS, LLC	$21.3M	128,599	+7,998	add
262	BBR PARTNERS, LLC	$21.1M	127,524	−11,154	trim
263	Taikang Asset Management (Hong Kong) Co Ltd	$21.0M	127,221	−3,158	trim
264	Weinberger Asset Management, Inc	$21.0M	127,027	+7	add
265	GREAT LAKES ADVISORS, LLC	$20.8M	125,864	−138,527	trim
266	BENJAMIN EDWARDS INC	$20.4M	123,331	+21,552	add
267	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$20.2M	121,906	+121,906	new
268	Atlantic Union Bankshares Corp	$19.9M	120,519	+4,684	add
269	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	$19.8M	119,778	−808	trim
270	Lido Advisors, LLC	$19.8M	118,698	−8,149	trim
271	ADVISORY RESEARCH INC	$19.8M	119,550	−58,992	trim
272	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$19.7M	118,104	+118,104	new
273	HOWE & RUSLING INC	$19.7M	119,062	+2,375	add
274	World Investment Advisors	$19.5M	118,131	+2,864	add
275	Foster Victor Wealth Advisors, LLC	$19.5M	122,206	+7,472	add
276	DAVIDSON INVESTMENT ADVISORS	$19.1M	115,594	−1,131	trim
277	Callan Family Office, LLC	$19.1M	115,240	−5,258	trim
278	MARKEL GROUP INC.	$18.9M	114,500	0	no change
279	SOROS FUND MANAGEMENT LLC	$18.6M	112,294	+112,294	new
280	Investment Management Corp of Ontario	$18.4M	111,411	+6,100	add
281	Foyston, Gordon & Payne Inc	$18.3M	110,512	−54,338	trim
282	Mesirow Financial Investment Management, Inc.	$18.0M	109,138	+54,313	add
283	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$17.8M	107,500	+42,500	add
284	GW HENSSLER & ASSOCIATES LTD	$17.8M	107,376	−32,141	trim
285	Carnegie Investment Counsel	$17.7M	106,992	+4,143	add
286	STALEY CAPITAL ADVISERS INC	$17.7M	106,754	+4,272	add
287	EPACRIA CAPITAL PARTNERS, LLC	$17.6M	106,667	0	no change
288	Equitable Holdings, Inc.	$17.3M	106,309	+54,231	add
289	Sequoia Financial Advisors, LLC	$17.3M	104,713	+1,763	add
290	HB Wealth Management, LLC	$17.0M	102,958	+7,649	add
291	Annex Advisory Services, LLC	$16.9M	102,261	+6,633	add
292	YOUSIF CAPITAL MANAGEMENT, LLC	$16.6M	100,345	−4,897	trim
293	Canal Capital Management, LLC	$16.5M	99,992	+1,497	add
294	Bleakley Financial Group, LLC	$16.3M	98,803	−12,350	trim
295	Global X Japan Co., Ltd.	$16.3M	98,735	+4,218	add
296	Norinchukin Bank, The	$16.1M	97,145	+30	add
297	OPAL CAPITAL LLC	$15.9M	96,456	+96,456	new
298	Kinsale Capital Group, Inc.	$15.8M	95,597	+3,874	add
299	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$15.6M	94,642	−5,470	trim
300	MIZUHO SECURITIES USA LLC	$15.6M	94,108	−19,236	trim
301	Vestmark Advisory Solutions, Inc.	$15.4M	93,426	+8,178	add
302	Rafferty Asset Management, LLC	$15.4M	93,171	−37,194	trim
303	CFM WEALTH PARTNERS LLC	$15.4M	93,112	+3,481	add
304	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$15.3M	92,410	+42,739	add
305	CenterBook Partners LP	$15.3M	92,365	+46,108	add
306	FIRST FOUNDATION ADVISORS	$15.2M	91,974	−85	trim
307	Waverly Advisors, LLC	$15.2M	91,689	+4,106	add
308	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$15.0M	90,971	+3,356	add
309	MAI Capital Management	$15.0M	90,616	+2,896	add
310	Private Advisor Group, LLC	$14.8M	89,420	−2,335	trim
311	CENTRAL TRUST Co	$14.6M	88,088	−47	trim
312	Titan Investment Solutions Ltd	$14.5M	87,683	−2,167	trim
313	WINTON GROUP Ltd	$14.5M	87,646	+87,646	new
314	Violich Capital Management, Inc.	$14.3M	86,445	+890	add
315	Empire Life Investments Inc.	$14.2M	89,948	−4,925	trim
316	TrueMark Investments, LLC	$14.1M	85,031	−351	trim
317	Sky Investment Group LLC	$14.1M	85,000	−497	trim
318	D.A. DAVIDSON & CO.	$13.8M	83,289	+1,187	add
319	Patriot Financial Group Insurance Agency, LLC	$13.7M	83,104	+42,893	add
320	PRINCIPAL SECURITIES, INC.	$13.6M	82,184	+6,122	add
321	FIRST NATIONAL BANK OF OMAHA	$13.5M	81,638	+1,162	add
322	GUGGENHEIM CAPITAL LLC	$13.3M	80,441	−63,120	trim
323	FIRST NATIONAL TRUST CO	$13.2M	79,917	+4,439	add
324	Vise Technologies, Inc.	$12.9M	80,728	0	no change
325	Maryland State Retirement & Pension System	$12.9M	78,251	0	no change
326	Channing Capital Management, LLC	$12.8M	77,521	−3,275	trim
327	UNIVEST FINANCIAL Corp	$12.7M	76,913	−5,213	trim
328	JANE STREET GROUP, LLC	$12.7M	76,743	+7,623	add
329	Federation des caisses Desjardins du Quebec	$12.7M	76,594	+17,208	add
330	Ascent Group, LLC	$12.5M	75,521	−648	trim
331	DIVERSIFY WEALTH MANAGEMENT, LLC	$12.5M	76,585	+44,478	add
332	Glenview Trust Co	$12.4M	74,751	−854	trim
333	Vident Advisory, LLC	$12.3M	74,255	+11,076	add
334	Envestnet Portfolio Solutions, Inc.	$12.3M	74,187	−45,772	trim
335	Summit Trail Advisors, LLC	$12.2M	74,021	+5,141	add
336	WESTWOOD HOLDINGS GROUP INC	$12.2M	73,632	−4,127	trim
337	Cardinal Point Capital Management ULC	$12.1M	73,201	−3,169	trim
338	Diversified Trust Co	$12.1M	73,044	+17,663	add
339	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$12.1M	73,025	+1,480	add
340	Capital Investment Advisors, LLC	$12.1M	72,925	−642	trim
341	Mill Capital Management, LLC	$11.9M	72,222	0	no change
342	Ruffer LLP	$11.9M	71,879	−117,426	trim
343	RITHOLTZ WEALTH MANAGEMENT	$11.9M	71,934	+2,408	add
344	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$11.9M	71,698	−4,204	trim
345	Oliver Luxxe Assets LLC	$11.8M	71,401	+656	add
346	Oasis Advisors, LLC	$11.8M	71,326	—	no prior
347	Independent Advisor Alliance	$11.7M	70,786	−685	trim
348	SP Asset Management LLC	$11.7M	70,466	+667	add
349	Cedar Wealth Management, LLC	$11.6M	70,094	+67	add
350	United Asset Strategies, Inc.	$11.6M	69,990	−563	trim
351	Avestar Capital, LLC	$11.6M	69,749	+42,615	add
352	Talbot Financial, LLC	$11.6M	69,905	+2,240	add
353	TCV Trust & Wealth Management, Inc.	$11.4M	69,187	+4,792	add
354	WCG Wealth Advisors LLC	$11.4M	69,157	+2,542	add
355	Argent Trust Co	$11.1M	67,156	−106	trim
356	Veritas Asset Management LLP	$11.1M	67,036	0	no change
357	Copeland Capital Management, LLC	$11.0M	66,703	−3,459	trim
358	Heritage Wealth Advisors	$10.8M	65,521	−9,522	trim
359	Citizens National Bank Trust Department	$10.7M	64,420	+683	add
360	Narwhal Capital Management	$10.6M	63,896	−4,313	trim
361	PINNACLE ASSOCIATES LTD	$10.6M	63,853	−264	trim
362	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$10.5M	63,630	−400	trim
363	Walleye Capital LLC	$10.5M	63,346	−138,189	trim
364	Linscomb Wealth, Inc.	$10.4M	63,171	−18,404	trim
365	OPPENHEIMER & CO INC	$10.4M	62,836	−8,918	trim
366	Robeco Institutional Asset Management B.V.	$10.3M	62,222	−275,772	trim
367	Savoir Faire Capital Management, L.P.	$10.3M	62,120	−26,328	trim
368	LOWE BROCKENBROUGH & CO INC	$10.2M	61,415	−1,253	trim
369	Wealthspire Advisors, LLC	$10.1M	60,938	+1,561	add
370	NewEdge Wealth, LLC	$10.1M	60,883	−5,754	trim
371	Arrow Capital Management, LLC	$10.0M	60,422	−7,000	trim
372	Quilter Plc	$9.8M	59,089	−869	trim
373	Caprock Group, LLC	$9.6M	57,335	+6,567	add
374	Cypress Capital Group	$9.5M	57,607	+695	add
375	Vinva Investment Management Ltd	$9.5M	57,622	+5,335	add
376	MEYER HANDELMAN CO	$9.5M	57,319	−65	trim
377	HUNTINGTON NATIONAL BANK	$9.5M	57,233	+57,233	new
378	Beverly Hills Private Wealth, LLC	$9.4M	57,121	−1,232	trim
379	AVIVA PLC	$9.4M	56,940	−907	trim
380	SEARLE & CO.	$9.3M	56,301	+300	add
381	Apollon Wealth Management, LLC	$9.3M	56,018	−503	trim
382	CAPSTONE INVESTMENT ADVISORS, LLC	$9.2M	55,613	+55,613	new
383	JUPITER ASSET MANAGEMENT LTD	$9.2M	55,543	−144,305	trim
384	Freestone Capital Holdings, LLC	$9.1M	55,141	+2,559	add
385	American Money Management, LLC	$9.0M	54,471	−1,049	trim
386	PRIVATE MANAGEMENT GROUP INC	$8.9M	53,625	0	no change
387	BALYASNY ASSET MANAGEMENT L.P.	$8.8M	53,193	+15,921	add
388	EP Wealth Advisors, LLC	$8.8M	53,139	−918	trim
389	SAGESPRING WEALTH PARTNERS, LLC	$8.7M	52,686	−329	trim
390	REGIONS FINANCIAL CORP	$8.7M	52,656	−2,446	trim
391	PITTENGER & ANDERSON INC	$8.6M	52,191	+16,295	add
392	Advisors Asset Management, Inc.	$8.6M	52,132	−4,973	trim
393	Empirical Finance, LLC	$8.6M	52,019	−87	trim
394	Clearstead Advisors, LLC	$8.5M	51,283	+13,706	add
395	SANDERS MORRIS HARRIS LLC	$8.4M	50,863	+50,863	new
396	Concurrent Investment Advisors, LLC	$8.4M	50,828	−10,288	trim
397	JOHNSON INVESTMENT COUNSEL INC	$8.4M	50,667	−1,892	trim
398	HM PAYSON & CO	$8.3M	50,192	−1,286	trim
399	CLOUGH CAPITAL PARTNERS L P	$8.3M	50,189	+50,189	new
400	Triavera Capital LLC	$8.3M	49,986	0	no change
401	COLDSTREAM CAPITAL MANAGEMENT INC	$8.2M	49,837	+2,414	add
402	KESTRA PRIVATE WEALTH SERVICES, LLC	$8.1M	49,012	+4,054	add
403	Vigil Wealth Management, LLC	$8.1M	48,893	+28	add
404	Aurdan Capital Management, LLC	$8.0M	48,502	+237	add
405	Jain Global LLC	$7.8M	47,457	+47,457	new
406	STRATEGY ASSET MANAGERS LLC	$7.8M	47,323	+138	add
407	Man Group plc	$7.8M	47,102	−38,650	trim
408	Metis Global Partners, LLC	$7.8M	46,923	−1,747	trim
409	FIRST CITIZENS BANK & TRUST CO	$7.7M	46,517	+1,453	add
410	B. Metzler seel. Sohn & Co. AG	$7.6M	46,234	−454	trim
411	U.S. Capital Wealth Advisors, LLC	$7.6M	46,181	−19,947	trim
412	Meiji Yasuda Asset Management Co Ltd.	$7.6M	46,003	−12,960	trim
413	Ethic Inc.	$7.6M	45,920	+5,028	add
414	Tower Research Capital LLC (TRC)	$7.5M	45,591	−727	trim
415	IHT Wealth Management, LLC	$7.5M	45,578	+55	add
416	NORDEN GROUP LLC	$7.5M	45,438	+376	add
417	Turtle Creek Wealth Advisors, LLC	$7.5M	45,437	+1,621	add
418	Ardent Capital Management, Inc.	$7.5M	45,256	−184	trim
419	North Dakota State Investment Board	$7.5M	45,145	−8,289	trim
420	ELEVATION POINT WEALTH PARTNERS, LLC	$7.5M	44,913	+32,382	add
421	Laird Norton Wetherby Trust Company, LLC	$7.4M	44,335	−344	trim
422	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$7.4M	44,623	+377	add
423	Mengis Capital Management, Inc.	$7.3M	44,400	−179	trim
424	Sowell Financial Services LLC	$7.3M	44,281	−338	trim
425	LGT Fund Management Co Ltd.	$7.3M	44,065	−3,363	trim
426	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$7.2M	43,753	+1,230	add
427	Cohen Klingenstein LLC	$7.2M	43,679	0	no change
428	AlTi Global, Inc.	$7.2M	43,895	−29	trim
429	MGO ONE SEVEN LLC	$7.2M	43,527	−2,946	trim
430	Brooklyn Investment Group	$7.2M	43,276	+11,624	add
431	Investmark Advisory Group LLC	$7.1M	43,173	−1,385	trim
432	MUFG SECURITIES AMERICAS INC.	$7.1M	43,065	+1,129	add
433	R.H. Investment Group, LLC	$7.1M	44,024	−43	trim
434	Meiji Yasuda America Inc	$7.1M	42,837	−589	trim
435	EQUITABLE TRUST CO	$7.1M	42,801	−2,006	trim
436	Csenge Advisory Group	$7.0M	42,570	−277	trim
437	Stokes Family Office, LLC	$7.0M	42,425	−6,541	trim
438	DELTEC ASSET MANAGEMENT LLC	$7.0M	42,370	0	no change
439	SCOTIA CAPITAL INC.	$7.0M	42,366	+2,730	add
440	SECURIAN ASSET MANAGEMENT, INC	$7.0M	42,228	−100	trim
441	STEPHENS INC /AR/	$6.9M	41,697	+1,536	add
442	Mutual Advisors, LLC	$6.9M	41,485	+3,824	add
443	Waterloo Capital, L.P.	$6.8M	41,374	−788	trim
444	CLOVERFIELDS CAPITAL GROUP, LP	$6.8M	40,927	−1,338	trim
445	RWA WEALTH PARTNERS, LLC	$6.7M	40,820	−64	trim
446	NICOLET BANKSHARES INC	$6.7M	41,884	+41,884	new
447	Beacon Harbor Wealth Advisors, Inc.	$6.7M	40,675	+1,036	add
448	TWO SIGMA INVESTMENTS, LP	$6.7M	40,645	0	no change
449	Sound View Wealth Advisors Group, LLC	$6.7M	40,536	+305	add
450	Snowden Capital Advisors LLC	$6.7M	40,115	+3,635	add
451	Ridgepath Capital Management LLC	$6.7M	40,463	+721	add
452	Town & Country Bank & Trust CO dba First Bankers Trust CO	$6.7M	40,394	−972	trim
453	STANSBERRY ASSET MANAGEMENT, LLC	$6.7M	40,349	+34,438	add
454	Apella Capital, LLC	$6.6M	42,037	+13,773	add
455	3Chopt Investment Partners, LLC	$6.6M	39,663	−610	trim
456	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$6.6M	40,000	−2,044	trim
457	AlphaCore Capital LLC	$6.6M	39,404	−18,385	trim
458	Savant Capital, LLC	$6.5M	39,510	+7,507	add
459	FIDUCIARY TRUST CO	$6.5M	39,155	+271	add
460	QUADRANT CAPITAL GROUP LLC	$6.5M	39,114	+6,107	add
461	Procyon Advisors, LLC	$6.3M	37,994	+2,488	add
462	HOURGLASS CAPITAL, LLC	$6.3M	37,994	−15,411	trim
463	Prospera Financial Services Inc	$6.2M	37,780	−504	trim
464	KING LUTHER CAPITAL MANAGEMENT CORP	$6.2M	37,674	−1,620	trim
465	UMB Bank, n.a.	$6.2M	37,579	+934	add
466	CAPITAL INTERNATIONAL LTD /CA/	$6.2M	37,392	+595	add
467	Hennion & Walsh Asset Management, Inc.	$6.1M	36,773	+4,863	add
468	Oak Harvest Investment Services	$6.1M	36,743	+6,624	add
469	Meeder Advisory Services, Inc.	$6.1M	36,653	+4,327	add
470	Stratos Wealth Partners, LTD.	$6.1M	36,617	+138	add
471	HENNESSY ADVISORS INC	$5.9M	35,900	−27,900	trim
472	Keystone Financial Planning, Inc.	$5.8M	35,358	−42,566	trim
473	Cornerstone Wealth Group, LLC	$5.8M	38,081	+1,056	add
474	Principle Wealth Partners LLC	$5.8M	35,016	−28	trim
475	TD Waterhouse Canada Inc.	$5.8M	36,701	+12,521	add
476	Peterson Wealth Services	$5.7M	34,732	+1,375	add
477	OLD NATIONAL BANCORP /IN/	$5.7M	34,586	−1,993	trim
478	Wilmington Savings Fund Society, FSB	$5.7M	34,432	−978	trim
479	Aptus Capital Advisors, LLC	$5.6M	34,152	−3,834	trim
480	TOWNSQUARE CAPITAL LLC	$5.5M	33,516	−1,431	trim
481	Savvy Advisors, Inc.	$5.5M	33,226	+6,714	add
482	Generali Asset Management SPA SGR	$5.5M	33,076	−16,257	trim
483	CPC Advisors, LLC	$5.4M	32,859	+15,611	add
484	BARTLETT & CO. WEALTH MANAGEMENT LLC	$5.4M	31,925	−295	trim
485	WINDWARD CAPITAL MANAGEMENT CO /CA	$5.4M	32,539	+4,129	add
486	Summit Financial, LLC	$5.4M	32,213	+1,317	add
487	FULTON BANK, N.A.	$5.4M	32,405	+3,714	add
488	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$5.3M	32,260	−11,052	trim
489	SIGNATUREFD, LLC	$5.3M	32,221	+2,945	add
490	Addison Capital Co	$5.3M	31,779	+7,793	add
491	Vest Financial, LLC	$5.2M	31,713	+3,301	add
492	Cumberland Partners Ltd	$5.2M	31,580	−9,050	trim
493	CITIZENS FINANCIAL GROUP INC/RI	$5.2M	31,519	−3,987	trim
494	Generali Investments CEE, investicni spolecnost, a.s.	$5.2M	31,424	−1,083	trim
495	OneDigital Investment Advisors LLC	$5.2M	31,326	+5,641	add
496	Orca Wealth Management, LLC	$5.2M	31,277	+1,970	add
497	Wedmont Private Capital	$5.1M	31,998	+198	add
498	Pekin Hardy Strauss, Inc.	$5.1M	31,034	+622	add
499	SEGALL BRYANT & HAMILL, LLC	$5.1M	31,031	0	no change
500	PFG Investments, LLC	$5.1M	30,941	+273	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Soros Fund Management $18.6M held
Trimming: 5 Fundsmith, Gotham Asset Management, Bridgewater Associates, Lone Pine Capital, Duquesne Family Office $870M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Philip Morris International Inc

Merged timeline of congressional filings and notable-manager moves on PM
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Soros Fund Management 13F	new	+112,294 sh
2026-05-15	Fundsmith 13F	trim	−1,011,434 sh
2026-05-15	Gotham Asset Management 13F	trim	−71,268 sh
2026-05-15	Bridgewater Associates 13F	trim	−26,430 sh
2026-05-15	Lone Pine Capital 13F	exit	−2,643,579 sh
2026-05-15	Duquesne Family Office 13F	exit	−67,400 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

36 members of Congress disclosed PM — the congressional view ↗