PM
Philip Morris International Inc. · Consumer Defensive · Tobacco
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 176 | +4 | 1.13B | $205.21B | +8 | −4 |
| Q1 2026 | 174 | -1 | 1.13B | $186.66B | +5 | −6 |
| Q4 2025 | 173 | +1 | 1.16B | $185.78B | +2 | −1 |
| Q3 2025 | 29 | -4 | 690.69M | $112.03B | — | −4 |
| Q2 2025 | 30 | +1 | 552.44M | $100.68B | +1 | — |
| Q1 2025 | 26 | -1 | 276.06M | $43.88B | +1 | −2 |
| Q4 2024 | 27 | +2 | 271.03M | $32.69B | +2 | — |
| Q3 2024 | 24 | +1 | 212.42M | $25.78B | +1 | — |
| Q2 2024 | 23 | — | 210.63M | $21.34B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 115.57M | — | $11.71B | 1.9% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 31.48M | — | $3.18B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 31.48M | — | $3.18B | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 19.89M | — | $2.02B | 0.4% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 19.89M | — | $2.02B | 0.4% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 19.89M | — | $2.02B | 0.4% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 19.89M | — | $2.02B | 0.4% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 19.89M | — | $2.02B | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 19.89M | — | $2.02B | 0.4% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 16.26M | — | $1.65B | 0.2% | n/c | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 16.26M | — | $1.65B | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 10.91M | — | $1.11B | 4.2% | n/c | 1 | SEC ↗ |
| 13 | Lone Pine Capital ✦ | 6.67M | — | $675.99M | 5.5% | n/c | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 2.16M | — | $219.08M | 0.5% | n/c | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 1.60M | — | $162.01M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 1.49M | — | $151.10M | 0.3% | n/c | 1 | SEC ↗ |
| 17 | Millennium Management ✦ | 1.19M | — | $120.66M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.11M | — | $112.64M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 1.11M | — | $112.64M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Duquesne Family Office ✦ | 889.36K | — | $90.12M | 3.2% | n/c | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 378.85K | — | $38.39M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 378.85K | — | $38.39M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 322.04K | — | $32.57M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 322.04K | — | $32.57M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 322.04K | — | $32.57M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Bridgewater Associates ✦ | 283.11K | — | $28.69M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Markel Group ✦ | 114.50K | — | $11.60M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 110.16K | — | $11.16M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 69.39K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | PRIMECAP Management ✦ | 69.00K | — | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Dodge & Cox ✦ | 17.00K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | GAMCO Investors ✦ | 14.51K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 13.99K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Harris Associates (Oakmark) ✦ | 4.71K | — | $477,264 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,826 détenteurs, 1.24B actions, $198.90B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.