Public record / Tickers / PM

PM — Philip Morris International Inc.

Both disclosure regimes on one name: who in Congress filed about PM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
116
all PTR rows naming PM
Members · 12m
3
1 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $250K–$500K

Sale · traded 2018-12-21 → filed 2019-01-23. Ranked over every PM row by the provable lower bound, never a point estimate.

3 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

17 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

13 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-05 +35d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2025-12-11Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 11-13 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 116 ↗

Members active in PM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Julia Letlow R–LA-51−$15.0K to −$1.0K2

3 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Soros Fund Management 13Fnew+112,294 sh
2026-05-15Fundsmith 13Ftrim−1,011,434 sh
2026-05-15Gotham Asset Management 13Ftrim−71,268 sh
2026-05-15Bridgewater Associates 13Ftrim−26,430 sh
2026-05-15Lone Pine Capital 13Fexit−2,643,579 sh
2026-05-15Duquesne Family Office 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$22.1B1
2BlackRock, Inc.$17.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$16.7B1
4Capital Research Global Investors$13.2B1
5Capital International Investors$12.0B1
6STATE STREET CORP$9.2B1
7JPMORGAN CHASE & CO$8.5B1
8GQG Partners LLC$8.3B1
9FMR LLC$7.4B1
10GEODE CAPITAL MANAGEMENT, LLC$6.4B1
11VANGUARD PORTFOLIO MANAGEMENT LLC$4.9B1
12MORGAN STANLEY$4.0B1
13BANK OF AMERICA CORP /DE/$2.8B1
14WELLINGTON MANAGEMENT GROUP LLP$2.8B1
15FRANKLIN RESOURCES INC$2.7B1
16Invesco Ltd.$2.7B1
17NORTHERN TRUST CORP$2.4B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.2B1
19FAYEZ SAROFIM & CO$1.8B1
20WCM INVESTMENT MANAGEMENT, LLC$1.8B1
21Nuveen, LLC$1.6B1
22Bank of New York Mellon Corp$1.5B1
23VANGUARD FIDUCIARY TRUST CO$1.4B1
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
25AMERIPRISE FINANCIAL INC$1.3B1
26Legal & General Group Plc$1.3B1
27Ninety One UK Ltd$1.2B1
28ROYAL BANK OF CANADA$1.0B1
29ENVESTNET ASSET MANAGEMENT INC$981M1
30First Eagle Investment Management, LLC$974M1
31Boston Partners$953M1
32Mitsubishi UFJ Asset Management Co., Ltd.$941M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$922M1
34Fundsmith LLP$845M1
35RAYMOND JAMES FINANCIAL INC$807M1
36BARCLAYS PLC$762M1
37Swiss National Bank$755M1
38Janus Henderson Group Ltd.$730M1
39WELLS FARGO & COMPANY/MN$722M1
40ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$683M1
41UBS Group AG$662M1
42ALLIANCEBERNSTEIN L.P.$616M1
43National Pension Service$597M1
44FEDERATED HERMES, INC.$570M1
45Vanguard Global Advisers, LLC$562M1
46DIMENSIONAL FUND ADVISORS LP$542M1
47Sumitomo Mitsui Trust Group, Inc.$506M1
48CANADA PENSION PLAN INVESTMENT BOARD$499M1
49AQR CAPITAL MANAGEMENT LLC$481M1
50VANGUARD ASSET MANAGEMENT, Ltd$468M1
51DEUTSCHE BANK AG\$460M1
52LPL Financial LLC$439M1
53MACKENZIE FINANCIAL CORP$427M1
54Independent Franchise Partners LLP$423M1
55TRUIST FINANCIAL CORP$417M1
56BANK OF MONTREAL /CAN/$415M1
57HSBC HOLDINGS PLC$401M1
58LONDON CO OF VIRGINIA$334M1
59Capital International, Inc./CA/$316M1
60FIRST MANHATTAN CO. LLC.$296M1
61PRINCIPAL FINANCIAL GROUP INC$289M1
62NEW YORK STATE COMMON RETIREMENT FUND$289M1
63FUNDSMITH INVESTMENT SERVICES LTD.$277M1
64Focus Partners Wealth$275M1
65SEI INVESTMENTS CO$275M1
66BAILLIE GIFFORD & CO$272M1
67FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$256M1
68PANAGORA ASSET MANAGEMENT INC$249M1
69NATIONAL BANK OF CANADA /FI/$248M1
70CITIGROUP INC$247M1
71ADAGE CAPITAL PARTNERS GP, L.L.C.$231M1
72STIFEL FINANCIAL CORP$227M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$227M1
74ROYAL LONDON ASSET MANAGEMENT LTD$201M1
75Perpetual Ltd$195M1
76MANUFACTURERS LIFE INSURANCE COMPANY, THE$187M1
77Eurizon Capital SGR S.p.A.$186M1
78Alyeska Investment Group, L.P.$186M1
79Vontobel Holding Ltd.$180M1
80BANK OF NOVA SCOTIA$176M1
81Artisan Partners Limited Partnership$172M1
82Korea Investment CORP$169M1
83VICTORY CAPITAL MANAGEMENT INC$165M1
84Amundi$165M1
85MACQUARIE GROUP LTD$162M1
86FIFTH THIRD BANCORP$161M1
87HighTower Advisors, LLC$161M1
88Russell Investments Group, Ltd.$159M1
89Mitsubishi UFJ Trust & Banking Corp$154M1
90Asset Management One Co., Ltd.$150M1
91NOMURA ASSET MANAGEMENT CO LTD$148M1
92DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$146M1
93PRIMECAP MANAGEMENT CO/CA/$143M1
94STATE OF WISCONSIN INVESTMENT BOARD$139M1
95Retirement Systems of Alabama$138M1
96NATIXIS$137M1
97Contrarius Group Holdings Ltd$136M1
98ZACKS INVESTMENT MANAGEMENT$133M1
99Chevy Chase Trust Holdings, LLC$128M1
100Advisors Capital Management, LLC$127M1
101CRAWFORD INVESTMENT COUNSEL INC$126M1
102Quantinno Capital Management LP$125M1
103Universal- Beteiligungs- und Servicegesellschaft mbH$121M1
104Hamlin Capital Management, LLC$121M1
105Ninety One North America, Inc.$119M1
106Cetera Investment Advisers$118M1
107ASSETMARK, INC$117M1
108SUSQUEHANNA INTERNATIONAL GROUP, LLP$117M1
109OSAIC HOLDINGS, INC.$115M1
110Vanguard Investments Australia, Ltd.$113M1
111Capital International Sarl$113M1
112Aberdeen Group plc$113M1
113TD ASSET MANAGEMENT INC$110M1
114AE Wealth Management LLC$108M1
115Pictet Asset Management Holding SA$107M1
116DAVENPORT & Co LLC$107M1
117US BANCORP \DE\$107M1
118NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$102M1
119LAZARD ASSET MANAGEMENT LLC$101M1
120BAHL & GAYNOR INC$99.4M1
121Calamos Advisors LLC$98.0M1
122M&T BANK CORP$97.3M1
123ASSOCIATED BANC-CORP$95.7M1
124Qube Research & Technologies Ltd$94.5M1
125Creative Planning$94.4M1
126MAVERICK CAPITAL LTD$93.8M1
127Corient Private Wealth LLC$92.8M1
128ING GROEP NV$90.8M1
129CITADEL ADVISORS LLC$90.1M1
130MML INVESTORS SERVICES, LLC$88.4M1
131State of New Jersey Common Pension Fund D$88.4M1
132AGF MANAGEMENT LTD$87.4M1
133Epoch Investment Partners, Inc.$87.0M1
134TEACHER RETIREMENT SYSTEM OF TEXAS$84.7M1
135CIBC Asset Management Inc$84.0M1
136Allianz Asset Management GmbH$83.9M1
137Zurich Insurance Group Ltd/FI$83.2M1
138Mariner, LLC$81.7M1
139NewEdge Advisors, LLC$80.2M1
140Resona Asset Management Co.,Ltd.$80.0M1
141COMMONWEALTH EQUITY SERVICES, LLC$79.0M1
142NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78.9M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$77.8M1
144TORONTO DOMINION BANK$76.8M1
145LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$76.1M1
146BANQUE PICTET & CIE SA$73.8M1
147FACTORY MUTUAL INSURANCE CO$71.2M1
148NISA INVESTMENT ADVISORS, LLC$70.6M1
149Arizona State Retirement System$70.5M1
150Czech National Bank$70.1M1
151Squarepoint Ops LLC$69.7M1
152O'SHAUGHNESSY ASSET MANAGEMENT, LLC$68.4M1
153BROWN BROTHERS HARRIMAN & CO$67.9M1
154Zurcher Kantonalbank (Zurich Cantonalbank)$67.6M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$67.2M1
156Daiwa Securities Group Inc.$67.0M1
157Gladstone Capital Management LLP$66.8M1
158Cerity Partners LLC$65.8M1
159FIRST TRUST ADVISORS LP$64.7M1
160Susquehanna Portfolio Strategies, LLC$64.6M1
161VOYA INVESTMENT MANAGEMENT LLC$63.9M1
162ALLIANZ SE$62.8M1
163MetLife Investment Management, LLC$60.1M1
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$60.0M1
165Clark Capital Management Group, Inc.$59.1M1
166Newport Trust Company, LLC$57.0M1
167Bronte Capital Management Pty Ltd.$56.4M1
168Sumitomo Mitsui DS Asset Management Company, Ltd$55.8M1
169CIBC Bancorp USA Inc.$55.7M1
170Haverford Trust Co$54.6M1
171WATERS PARKERSON & CO., LLC$54.0M1
172EXCHANGE TRADED CONCEPTS, LLC$53.0M1
173Sanctuary Advisors, LLC$52.5M1
174Mirae Asset Global Investments Co., Ltd.$52.2M1
175Bank Pictet & Cie (Europe) AG$52.2M1
176Swiss Life Asset Management Ltd$51.8M1
177D. E. Shaw & Co., Inc.$51.1M1
178Woodline Partners LP$50.4M1
179MILLENNIUM MANAGEMENT LLC$50.0M1
180KEYBANK NATIONAL ASSOCIATION/OH$49.3M1
181CIBC WORLD MARKET INC.$48.8M1
182MERCER GLOBAL ADVISORS INC /ADV$47.7M1
183Pathstone Holdings, LLC$47.6M1
184SCHRODER INVESTMENT MANAGEMENT GROUP$47.4M1
185Midwest Trust Co$45.7M1
186FIL Ltd$45.6M1
187WHITTIER TRUST CO$45.2M1
188Rockefeller Capital Management L.P.$44.7M1
189Baird Financial Group, Inc.$44.0M1
190Illinois Municipal Retirement Fund$43.9M1
191XPONANCE LLC$42.4M1
192Beacon Pointe Advisors, LLC$41.9M1
193Utah Retirement Systems$41.9M1
194PUBLIC SECTOR PENSION INVESTMENT BOARD$41.4M1
195BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$39.9M1
196NEW YORK LIFE INVESTMENT MANAGEMENT LLC$39.6M1
197BLAIR WILLIAM & CO/IL$39.5M1
198MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$39.5M1
199QRG CAPITAL MANAGEMENT, INC.$39.1M1
200IFM Investors Pty Ltd$38.6M1
201COMMERCE BANK$38.6M1
202Rakuten Investment Management, Inc.$38.1M1
203NEOS Investment Management LLC$37.8M1
204ProShare Advisors LLC$37.2M1
205Vanguard Personalized Indexing Management, LLC$34.7M1
206AUXIER ASSET MANAGEMENT LLC$34.0M1
207GLENMEDE TRUST CO NA$34.0M1
208NISSAY ASSET MANAGEMENT CORP /JAPAN$33.8M1
209Curi Capital, LLC$33.5M1
210OPPENHEIMER ASSET MANAGEMENT INC.$33.5M1
211CWM, LLC$33.3M1
212ADAMS DIVERSIFIED EQUITY FUND, INC.$33.1M1
213Wealthfront Advisers LLC$33.1M1
214Pinnacle Financial Partners, Inc.$33.1M1
215Dash Acquisitions Inc.$32.9M1
216INTECH INVESTMENT MANAGEMENT LLC$32.8M1
217CORTLAND ASSOCIATES INC/MO$32.7M1
218Assenagon Asset Management S.A.$31.8M1
219Atria Investments, Inc$31.4M1
220Tidal Investments LLC$30.8M1
221&PARTNERS$30.3M1
222MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$30.3M1
223NS Partners Ltd$29.7M1
224OREGON PUBLIC EMPLOYEES RETIREMENT FUND$29.5M1
225Cornerstone Advisors, LLC$29.2M1
226Trajan Wealth LLC$29.1M1
227NorthRock Partners, LLC$29.0M1
228TOKIO MARINE ASSET MANAGEMENT CO LTD$28.9M1
229RWC Asset Management LLP$28.8M1
230TCTC Holdings, LLC$28.8M1
2311832 Asset Management L.P.$28.7M1
232Allspring Global Investments Holdings, LLC$28.3M1
233EAGLE GLOBAL ADVISORS LLC$27.9M1
234Blue Chip Partners, LLC$27.7M1
235Capital Group Private Client Services, Inc.$27.5M1
236Americana Partners, LLC$27.3M1
237Alley Investment Management Company, LLC$27.3M1
238CONNING INC.$26.9M1
239BROWN ADVISORY INC$26.6M1
240Allworth Financial LP$26.1M1
241Dana Investment Advisors, Inc.$26.0M1
242Dai-ichi Life Insurance Company, Ltd$25.9M1
243ProVise Management Group, LLC$25.6M1
244WHITTIER TRUST CO OF NEVADA INC$25.6M1
245Orion Porfolio Solutions, LLC$25.5M1
246STOCK YARDS BANK & TRUST CO$25.3M1
247Cresset Asset Management, LLC$24.8M1
248Kestra Advisory Services, LLC$24.8M1
249Gotham Asset Management, LLC$24.8M1
250Steward Partners Investment Advisory, LLC$24.6M1
251Empowered Funds, LLC$24.3M1
252CHOREO, LLC$24.1M1
253Huber Capital Management LLC$23.7M1
254IEQ CAPITAL, LLC$23.4M1
255INTACT INVESTMENT MANAGEMENT INC.$23.3M1
256SAPIENT CAPITAL LLC$22.6M1
257Y-Intercept (Hong Kong) Ltd$22.1M1
258Merit Financial Group, LLC$22.1M1
259MUFG Securities EMEA plc$21.8M1
260Ninety One SA (PTY) Ltd$21.5M1
261FOUNDATIONS INVESTMENT ADVISORS, LLC$21.3M1
262BBR PARTNERS, LLC$21.1M1
263Taikang Asset Management (Hong Kong) Co Ltd$21.0M1
264Weinberger Asset Management, Inc$21.0M1
265GREAT LAKES ADVISORS, LLC$20.8M1
266BENJAMIN EDWARDS INC$20.4M1
267BARROW HANLEY MEWHINNEY & STRAUSS LLC$20.2M1
268Atlantic Union Bankshares Corp$19.9M1
269INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$19.8M1
270Lido Advisors, LLC$19.8M1
271ADVISORY RESEARCH INC$19.8M1
272BEESE FULMER INVESTMENT MANAGEMENT, INC.$19.7M1
273HOWE & RUSLING INC$19.7M1
274World Investment Advisors$19.5M1
275Foster Victor Wealth Advisors, LLC$19.5M1
276DAVIDSON INVESTMENT ADVISORS$19.1M1
277Callan Family Office, LLC$19.1M1
278MARKEL GROUP INC.$18.9M1
279SOROS FUND MANAGEMENT LLC$18.6M1
280Investment Management Corp of Ontario$18.4M1
281Foyston, Gordon & Payne Inc$18.3M1
282Mesirow Financial Investment Management, Inc.$18.0M1
283LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$17.8M1
284GW HENSSLER & ASSOCIATES LTD$17.8M1
285Carnegie Investment Counsel$17.7M1
286STALEY CAPITAL ADVISERS INC$17.7M1
287EPACRIA CAPITAL PARTNERS, LLC$17.6M1
288Equitable Holdings, Inc.$17.3M1
289Sequoia Financial Advisors, LLC$17.3M1
290HB Wealth Management, LLC$17.0M1
291Annex Advisory Services, LLC$16.9M1
292YOUSIF CAPITAL MANAGEMENT, LLC$16.6M1
293Canal Capital Management, LLC$16.5M1
294Bleakley Financial Group, LLC$16.3M1
295Global X Japan Co., Ltd.$16.3M1
296Norinchukin Bank, The$16.1M1
297OPAL CAPITAL LLC$15.9M1
298Kinsale Capital Group, Inc.$15.8M1
299CLIFFORD SWAN INVESTMENT COUNSEL LLC$15.6M1
300MIZUHO SECURITIES USA LLC$15.6M1
301Vestmark Advisory Solutions, Inc.$15.4M1
302Rafferty Asset Management, LLC$15.4M1
303CFM WEALTH PARTNERS LLC$15.4M1
304CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.3M1
305CenterBook Partners LP$15.3M1
306FIRST FOUNDATION ADVISORS$15.2M1
307Waverly Advisors, LLC$15.2M1
308Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$15.0M1
309MAI Capital Management$15.0M1
310Private Advisor Group, LLC$14.8M1
311CENTRAL TRUST Co$14.6M1
312Titan Investment Solutions Ltd$14.5M1
313WINTON GROUP Ltd$14.5M1
314Violich Capital Management, Inc.$14.3M1
315Empire Life Investments Inc.$14.2M1
316TrueMark Investments, LLC$14.1M1
317Sky Investment Group LLC$14.1M1
318D.A. DAVIDSON & CO.$13.8M1
319Patriot Financial Group Insurance Agency, LLC$13.7M1
320PRINCIPAL SECURITIES, INC.$13.6M1
321FIRST NATIONAL BANK OF OMAHA$13.5M1
322GUGGENHEIM CAPITAL LLC$13.3M1
323FIRST NATIONAL TRUST CO$13.2M1
324Vise Technologies, Inc.$12.9M1
325Maryland State Retirement & Pension System$12.9M1
326Channing Capital Management, LLC$12.8M1
327UNIVEST FINANCIAL Corp$12.7M1
328JANE STREET GROUP, LLC$12.7M1
329Federation des caisses Desjardins du Quebec$12.7M1
330Ascent Group, LLC$12.5M1
331DIVERSIFY WEALTH MANAGEMENT, LLC$12.5M1
332Glenview Trust Co$12.4M1
333Vident Advisory, LLC$12.3M1
334Envestnet Portfolio Solutions, Inc.$12.3M1
335Summit Trail Advisors, LLC$12.2M1
336WESTWOOD HOLDINGS GROUP INC$12.2M1
337Cardinal Point Capital Management ULC$12.1M1
338Diversified Trust Co$12.1M1
339UNITED CAPITAL FINANCIAL ADVISORS, LLC$12.1M1
340Capital Investment Advisors, LLC$12.1M1
341Mill Capital Management, LLC$11.9M1
342Ruffer LLP$11.9M1
343RITHOLTZ WEALTH MANAGEMENT$11.9M1
344CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$11.9M1
345Oliver Luxxe Assets LLC$11.8M1
346Oasis Advisors, LLC$11.8M1
347Independent Advisor Alliance$11.7M1
348SP Asset Management LLC$11.7M1
349Cedar Wealth Management, LLC$11.6M1
350United Asset Strategies, Inc.$11.6M1
351Avestar Capital, LLC$11.6M1
352Talbot Financial, LLC$11.6M1
353TCV Trust & Wealth Management, Inc.$11.4M1
354WCG Wealth Advisors LLC$11.4M1
355Argent Trust Co$11.1M1
356Veritas Asset Management LLP$11.1M1
357Copeland Capital Management, LLC$11.0M1
358Heritage Wealth Advisors$10.8M1
359Citizens National Bank Trust Department$10.7M1
360Narwhal Capital Management$10.6M1
361PINNACLE ASSOCIATES LTD$10.6M1
362HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$10.5M1
363Walleye Capital LLC$10.5M1
364Linscomb Wealth, Inc.$10.4M1
365OPPENHEIMER & CO INC$10.4M1
366Robeco Institutional Asset Management B.V.$10.3M1
367Savoir Faire Capital Management, L.P.$10.3M1
368LOWE BROCKENBROUGH & CO INC$10.2M1
369Wealthspire Advisors, LLC$10.1M1
370NewEdge Wealth, LLC$10.1M1
371Arrow Capital Management, LLC$10.0M1
372Quilter Plc$9.8M1
373Caprock Group, LLC$9.6M1
374Cypress Capital Group$9.5M1
375Vinva Investment Management Ltd$9.5M1
376MEYER HANDELMAN CO$9.5M1
377HUNTINGTON NATIONAL BANK$9.5M1
378Beverly Hills Private Wealth, LLC$9.4M1
379AVIVA PLC$9.4M1
380SEARLE & CO.$9.3M1
381Apollon Wealth Management, LLC$9.3M1
382CAPSTONE INVESTMENT ADVISORS, LLC$9.2M1
383JUPITER ASSET MANAGEMENT LTD$9.2M1
384Freestone Capital Holdings, LLC$9.1M1
385American Money Management, LLC$9.0M1
386PRIVATE MANAGEMENT GROUP INC$8.9M1
387BALYASNY ASSET MANAGEMENT L.P.$8.8M1
388EP Wealth Advisors, LLC$8.8M1
389SAGESPRING WEALTH PARTNERS, LLC$8.7M1
390REGIONS FINANCIAL CORP$8.7M1
391PITTENGER & ANDERSON INC$8.6M1
392Advisors Asset Management, Inc.$8.6M1
393Empirical Finance, LLC$8.6M1
394Clearstead Advisors, LLC$8.5M1
395SANDERS MORRIS HARRIS LLC$8.4M1
396Concurrent Investment Advisors, LLC$8.4M1
397JOHNSON INVESTMENT COUNSEL INC$8.4M1
398HM PAYSON & CO$8.3M1
399CLOUGH CAPITAL PARTNERS L P$8.3M1
400Triavera Capital LLC$8.3M1
401COLDSTREAM CAPITAL MANAGEMENT INC$8.2M1
402KESTRA PRIVATE WEALTH SERVICES, LLC$8.1M1
403Vigil Wealth Management, LLC$8.1M1
404Aurdan Capital Management, LLC$8.0M1
405Jain Global LLC$7.8M1
406STRATEGY ASSET MANAGERS LLC$7.8M1
407Man Group plc$7.8M1
408Metis Global Partners, LLC$7.8M1
409FIRST CITIZENS BANK & TRUST CO$7.7M1
410B. Metzler seel. Sohn & Co. AG$7.6M1
411U.S. Capital Wealth Advisors, LLC$7.6M1
412Meiji Yasuda Asset Management Co Ltd.$7.6M1
413Ethic Inc.$7.6M1
414Tower Research Capital LLC (TRC)$7.5M1
415IHT Wealth Management, LLC$7.5M1
416NORDEN GROUP LLC$7.5M1
417Turtle Creek Wealth Advisors, LLC$7.5M1
418Ardent Capital Management, Inc.$7.5M1
419North Dakota State Investment Board$7.5M1
420ELEVATION POINT WEALTH PARTNERS, LLC$7.5M1
421Laird Norton Wetherby Trust Company, LLC$7.4M1
422BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.4M1
423Mengis Capital Management, Inc.$7.3M1
424Sowell Financial Services LLC$7.3M1
425LGT Fund Management Co Ltd.$7.3M1
426KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$7.2M1
427Cohen Klingenstein LLC$7.2M1
428AlTi Global, Inc.$7.2M1
429MGO ONE SEVEN LLC$7.2M1
430Brooklyn Investment Group$7.2M1
431Investmark Advisory Group LLC$7.1M1
432MUFG SECURITIES AMERICAS INC.$7.1M1
433R.H. Investment Group, LLC$7.1M1
434Meiji Yasuda America Inc$7.1M1
435EQUITABLE TRUST CO$7.1M1
436Csenge Advisory Group$7.0M1
437Stokes Family Office, LLC$7.0M1
438DELTEC ASSET MANAGEMENT LLC$7.0M1
439SCOTIA CAPITAL INC.$7.0M1
440SECURIAN ASSET MANAGEMENT, INC$7.0M1
441STEPHENS INC /AR/$6.9M1
442Mutual Advisors, LLC$6.9M1
443Waterloo Capital, L.P.$6.8M1
444CLOVERFIELDS CAPITAL GROUP, LP$6.8M1
445RWA WEALTH PARTNERS, LLC$6.7M1
446NICOLET BANKSHARES INC$6.7M1
447Beacon Harbor Wealth Advisors, Inc.$6.7M1
448TWO SIGMA INVESTMENTS, LP$6.7M1
449Sound View Wealth Advisors Group, LLC$6.7M1
450Snowden Capital Advisors LLC$6.7M1
451Ridgepath Capital Management LLC$6.7M1
452Town & Country Bank & Trust CO dba First Bankers Trust CO$6.7M1
453STANSBERRY ASSET MANAGEMENT, LLC$6.7M1
454Apella Capital, LLC$6.6M1
4553Chopt Investment Partners, LLC$6.6M1
456OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$6.6M1
457AlphaCore Capital LLC$6.6M1
458Savant Capital, LLC$6.5M1
459FIDUCIARY TRUST CO$6.5M1
460QUADRANT CAPITAL GROUP LLC$6.5M1
461Procyon Advisors, LLC$6.3M1
462HOURGLASS CAPITAL, LLC$6.3M1
463Prospera Financial Services Inc$6.2M1
464KING LUTHER CAPITAL MANAGEMENT CORP$6.2M1
465UMB Bank, n.a.$6.2M1
466CAPITAL INTERNATIONAL LTD /CA/$6.2M1
467Hennion & Walsh Asset Management, Inc.$6.1M1
468Oak Harvest Investment Services$6.1M1
469Meeder Advisory Services, Inc.$6.1M1
470Stratos Wealth Partners, LTD.$6.1M1
471HENNESSY ADVISORS INC$5.9M1
472Keystone Financial Planning, Inc.$5.8M1
473Cornerstone Wealth Group, LLC$5.8M1
474Principle Wealth Partners LLC$5.8M1
475TD Waterhouse Canada Inc.$5.8M1
476Peterson Wealth Services$5.7M1
477OLD NATIONAL BANCORP /IN/$5.7M1
478Wilmington Savings Fund Society, FSB$5.7M1
479Aptus Capital Advisors, LLC$5.6M1
480TOWNSQUARE CAPITAL LLC$5.5M1
481Savvy Advisors, Inc.$5.5M1
482Generali Asset Management SPA SGR$5.5M1
483CPC Advisors, LLC$5.4M1
484BARTLETT & CO. WEALTH MANAGEMENT LLC$5.4M1
485WINDWARD CAPITAL MANAGEMENT CO /CA$5.4M1
486Summit Financial, LLC$5.4M1
487FULTON BANK, N.A.$5.4M1
488ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$5.3M1
489SIGNATUREFD, LLC$5.3M1
490Addison Capital Co$5.3M1
491Vest Financial, LLC$5.2M1
492Cumberland Partners Ltd$5.2M1
493CITIZENS FINANCIAL GROUP INC/RI$5.2M1
494Generali Investments CEE, investicni spolecnost, a.s.$5.2M1
495OneDigital Investment Advisors LLC$5.2M1
496Orca Wealth Management, LLC$5.2M1
497Wedmont Private Capital$5.1M1
498Pekin Hardy Strauss, Inc.$5.1M1
499SEGALL BRYANT & HAMILL, LLC$5.1M1
500PFG Investments, LLC$5.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PM
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PM · financials and macro

Financials — as filed PLANNED

PM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing