PM
Philip Morris International Inc. · Consumer Defensive · Tobacco
Señales de momentum (gestores comparables):
amplitud de titulares +3.4% ·
flujo de acciones -0.5% ·
nuevas posiciones netas +3.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 142.86M | — | $26.02B | 0.4% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 142.86M | — | $26.02B | 0.4% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 142.86M | — | $26.02B | 0.4% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 142.86M | — | $26.02B | 0.4% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 142.86M | — | $26.02B | 0.4% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 142.86M | — | $26.02B | 0.4% | n/c | 1 | SEC ↗ |
| 7 | Capital World Investors ✦ | 126.06M | -2.4% | $22.96B | 3.3% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (pasivo) | 103.64M | — | $18.88B | 0.4% | n/c | 1 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (pasivo) | 55.83M | +1.6% | $10.24B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 37.18M | +1.8% | $6.76B | 0.5% | ▲ Add | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 37.18M | +1.8% | $6.76B | 0.5% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 32.57M | — | $5.93B | 0.3% | n/c | 1 | SEC ↗ |
| 40 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 43 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 44 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 45 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 46 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 47 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 48 | Wellington Management ✦ | 20.84M | -4.6% | $3.80B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 49 | T. Rowe Price ✦ | 11.39M | -11.8% | $2.08B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 11.39M | -11.8% | $2.08B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 51 | Arrowstreet Capital ✦ | 3.58M | -10.9% | $652.16M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 52 | Viking Global Investors ✦ | 3.45M | +7.5% | $629.11M | 1.8% | ▲ Add | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 3.38M | +12.6% | $612.68M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 60 | Lone Pine Capital ✦ | 2.76M | -8.3% | $502.26M | 3.6% | ▼ Trim | 5 | SEC ↗ |
| 61 | Millennium Management ✦ | 1.69M | +75.9% | $308.20M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 62 | Adage Capital Partners ✦ | 1.43M | +0.5% | $259.65M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 63 | Coatue Management ✦ | 1.30M | -16.6% | $236.48M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 64 | Coatue Management ✦ | 1.30M | -16.6% | $236.48M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 65 | Coatue Management ✦ | 1.30M | -16.6% | $236.48M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 66 | Coatue Management ✦ | 1.30M | -16.6% | $236.48M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 67 | PRIMECAP Management ✦ | 915.30K | +599.2% | $166.70M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 68 | Citadel Advisors ✦ | 909.23K | +237.8% | $165.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 909.23K | +237.8% | $165.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 70 | Duquesne Family Office ✦ | 815.98K | -26.2% | $148.61M | 3.8% | ▼ Trim | 5 | SEC ↗ |
| 71 | D. E. Shaw & Co. ✦ | 590.68K | -55.9% | $107.58M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 590.68K | -55.9% | $107.58M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 73 | Two Sigma Investments ✦ | 431.98K | +244.6% | $78.68M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 74 | Point72 Asset Management ✦ | 291.80K | Nuevo | $53.15M | 0.1% | New | 1 | SEC ↗ |
| 75 | Bridgewater Associates ✦ | 193.59K | +99.1% | $35.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 76 | Markel Group ✦ | 114.50K | 0.0% | $20.85M | 0.2% | Held | 5 | SEC ↗ |
| 77 | Gotham Asset Management ✦ | 77.61K | -9.4% | $14.13M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 78 | Renaissance Technologies ✦ | 66.40K | -69.3% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Dodge & Cox ✦ | 17.00K | 0.0% | $3.10M | 0.0% | Held | 5 | SEC ↗ |
| 80 | Baillie Gifford ✦ | 15.92K | +33.5% | $2.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 15.46K | -2.0% | $2.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 82 | GAMCO Investors ✦ | 8.92K | -8.5% | $1.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 83 | Harris Associates (Oakmark) ✦ | 5.10K | +8.5% | $928,681 | 0.0% | ▲ Add | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $53.15M | 0.1% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,826 tenedores, 1.24B acciones, $198.90B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.