Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Philip Morris Intl Inc (PM)

3K + Investors. Track Smart Money conviction in PM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +81
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — PM

Based on 2862 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,862 hedge funds hold PM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+212 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1438 buying1217 selling
Last quarter: 1,438 funds bought or added vs 1,217 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-64 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 296 → 177 → 307 → 243. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
1,901 out of 2,862 hedge funds have held PM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

363 → 296 → 177 → 307 → 243 new funds/Q
New funds entering each quarter: 296 → 177 → 307 → 243. A growing number of institutions are discovering PM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 2,930 holders: 2,015 (69%) are 2+ year veterans, 346 entered 1–2 years ago, and 569 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
69 of 2851 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in PM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PM

In 2026 Q1, 1438 hedge funds were net buyers of PM (243 opened a new position, 1195 added to an existing one), while 1217 reduced or exited (1055 trimmed, 162 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in PM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +81 funds (more new holders than closures). Total institutional holders: 2862.

Hedge Fund Ownership: PM

How many hedge funds hold PM — quarterly history vs. share price
Quarterly hedge fund ownership of PM vs. share price

Market Analysis: PM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Philip Morris Intl Inc (PM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PM has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
PM
+5.2%
XLP
+3.6%

PM outperformed XLP by +1.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
PM
+0.0%
XLP
+0.0%

Since the filing became public, PM outperformed XLP by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

127 top-rated funds 45 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: PM
2026 Q2 Stats Unlock in 4 days 3K + Investors

Track Smart Money conviction in PM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2823 2777 1.66%
13F Shares 1.25B 1.29B -3.35%
Total Value $200.14B $204.41B -2.09%
New Positions 231 307 -76
Increased Positions 1164 1083 +81
Closed Positions 185 223 -38
Reduced Positions 1021 993 +28
Total Calls 38 35 8.57%
Total Puts 41 38 7.89%
PUT/CALL Ratio 1.08 1.09 Neutral

Statistics: PM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PM. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GQG Partners LLC 15.29% 45,436,985 $8.22B
2 Caledonia Investments plc 14.38% 702,563 $127.0M
3 Epacria Capital Partners, LLC 10.86% 77,767 $14.1M
4 Gardner Russo & Quinn LLC 9.18% 4,530,846 $819.7M
5 Gladstone Capital Management LLP 8.97% 501,070 $90.6M
6 Weinberger Asset Management, Inc 7.78% 127,059 $24.2M
7 Dash Acquisitions Inc. 7.55% 200,135 $37.3M
8 CSU Producer Resources, Inc. 7.15% 12,000 $2.2M
9 Kennon-Green & Company, LLC 6.56% 46,500 $8.4M
10 Vigil Wealth Management, LLC 6.31% 48,893 $8.8M
11 Arrow Capital Management, LLC 6.05% 60,422 $10.9M
12 R.H. Investment Group, LLC 5.98% 43,854 $7.9M
13 Savoir Faire Capital Management, L.P. 5.93% 52,754 $9.5M
14 Ninety One North America, Inc. 5.91% 697,104 $126.1M
15 Bronte Capital Management Pty Ltd. 5.83% 300,176 $54.3M
16 Hutner Capital Management Inc 5.15% 71,834 $13.0M
17 Rbo & Co LLC 5.13% 178,124 $32.2M
18 Cortland Associates Inc/Mo 5.02% 191,866 $34.7M
19 Auxier Asset Management LLC 4.95% 203,750 $36.9M
20 Triavera Capital LLC 4.92% 49,986 $9.0M
21 Investment Management Associates Inc /Adv 4.25% 114,566 $20.7M
22 Klein Pavlis & Peasley Financial, INC. 4.22% 44,808 $8.1M
23 Foyston, Gordon & Payne Inc 4.00% 103,084 $18.7M
24 O'Domhnaill Enterprises, Inc. 4.00% 27,630 $5.0M
25 Broyhill Asset Management, LLC 3.94% 24,519 $4.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Philip Morris Intl Inc (PM)

What does the Smart Money Trend signal show for PM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PM?

Slight buying edge — 54% buying: Last quarter: 1,438 funds bought or added vs 1,217 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PM holders?

Elite ownership — 66% AUM from top-100 funds: 69 of 2851 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in PM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PM?

66% of holders stayed for 2+ years: 1,901 out of 2,862 hedge funds have held PM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Philip Morris Intl Inc (PM) following the 2026 Q2 hedge fund 13F filings?

As of today, PM has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PM has gained +5.2% vs +3.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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