PM
Philip Morris International Inc. · Consumer Defensive · Tobacco
Señales de momentum (gestores comparables):
amplitud de titulares -0.6% ·
flujo de acciones +1.3% ·
nuevas posiciones netas -0.6%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| 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 | Capital World Investors ✦ | 133.45M | +0.8% | $22.06B | 3.0% | ▲ Add | 8 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 107.53M | -1.6% | $17.78B | 0.3% | ▼ Trim | 4 | SEC ↗ ×23 |
| 3 | Vanguard Capital Management Llc | 101.16M | — | $16.73B | 0.4% | n/c | 1 | SEC ↗ |
| 4 | Capital Research Global Investors | 79.82M | +46.3% | $13.20B | 2.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Capital International Investors | 72.76M | -28.2% | $12.03B | 2.8% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 55.03M | +0.1% | $9.18B | 0.3% | ▲ Add | 6 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 51.59M | +23.7% | $8.50B | 0.6% | ▲ Add | 3 | SEC ↗ ×22 |
| 8 | GQG Partners LLC | 50.11M | -9.1% | $8.28B | 13.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 44.77M | +8.1% | $7.40B | 0.4% | ▲ Add | 4 | SEC ↗ ×6 |
| 10 | Geode Capital Management ✦ (pasivo) | 38.46M | +2.9% | $6.36B | 0.4% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 24.41M | +4.2% | $4.04B | 0.2% | ▲ Add | 3 | SEC ↗ ×15 |
| 12 | T. Rowe Price ✦ | 19.36M | +36.7% | $3.20B | 0.4% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 17.23M | +12.0% | $2.85B | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 14 | Wellington Management ✦ | 16.86M | +18.2% | $2.79B | 0.5% | ▲ Add | 8 | SEC ↗ ×8 |
| 15 | Franklin Resources Inc | 16.61M | +15.4% | $2.75B | 0.7% | ▲ Add | 2 | SEC ↗ ×12 |
| 16 | Invesco Ltd. | 16.06M | +2.7% | $2.66B | 0.3% | ▲ Add | 2 | SEC ↗ ×19 |
| 17 | Northern Trust Corp | 14.44M | -0.1% | $2.39B | 0.3% | ▼ Trim | 2 | SEC ↗ ×9 |
| 18 | Charles Schwab Investment… | 13.55M | +1.6% | $2.24B | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Fayez Sarofim & Co | 10.77M | -0.7% | $1.78B | 4.6% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Wcm Investment Management, Llc | 10.78M | -0.2% | $1.78B | 4.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Nuveen, LLC | 9.67M | -3.0% | $1.60B | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Bank of New York Mellon Corp | 8.91M | -4.8% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ ×20 |
| 23 | Massachusetts Financial Services Co… | 8.63M | -7.2% | $1.45B | 0.5% | ▼ Trim | 2 | SEC ↗ ×8 |
| 24 | Goldman Sachs Group ✦ | 8.69M | +4.7% | $1.44B | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Ameriprise Financial Inc | 7.97M | +29.0% | $1.32B | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 26 | Legal & General Group Plc | 7.94M | +3.9% | $1.31B | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Ninety One UK Ltd | 7.16M | +0.1% | $1.18B | 2.7% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 6.11M | -7.8% | $1.01B | 0.2% | ▼ Trim | 2 | SEC ↗ ×14 |
| 29 | Envestnet Asset Management Inc | 5.93M | +4.3% | $980.58M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 30 | First Eagle Investment Management… | 5.89M | +1.4% | $974.26M | 1.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Boston Partners | 5.78M | -8.6% | $953.19M | 1.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Mitsubishi UFJ Asset Management… | 5.69M | +8.6% | $941.44M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 5.58M | +3.0% | $922.17M | 0.2% | ▲ Add | 2 | SEC ↗ ×13 |
| 34 | Raymond James Financial Inc | 4.88M | +5.5% | $806.61M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 35 | Barclays Plc | 4.61M | +25.4% | $761.73M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Swiss National Bank | 4.57M | +7.1% | $755.34M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 37 | Janus Henderson Group Plc | 4.41M | -1.0% | $729.78M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Wells Fargo & Company/Mn | 4.37M | +17.9% | $722.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | Arrowstreet Capital ✦ | 4.13M | -17.0% | $682.71M | 0.4% | ▼ Trim | 8 | SEC ↗ |
| 40 | UBS Group AG | 4.00M | +6.3% | $661.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Alliancebernstein L.P. | 3.84M | +8.0% | $616.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 42 | National Pension Service | 3.61M | +0.7% | $597.36M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 43 | Federated Hermes, Inc. | 3.45M | -10.4% | $570.32M | 0.9% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | Dimensional Fund Advisors Lp | 3.28M | +2.2% | $541.97M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 45 | Sumitomo Mitsui Trust Group, Inc. | 3.06M | -1.2% | $505.50M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 46 | Canada Pension Plan Investment Board | 3.02M | +22.9% | $498.82M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 2.91M | -17.7% | $480.98M | 0.2% | ▼ Trim | 8 | SEC ↗ ×10 |
| 48 | Deutsche Bank Ag\ | 2.78M | +3.4% | $460.08M | 0.2% | ▲ Add | 2 | SEC ↗ ×14 |
| 49 | LPL Financial LLC | 2.65M | +1.3% | $438.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.63M | +0.1% | $434.13M | 0.3% | ▲ Add | 2 | SEC ↗ ×10 |
| 51 | Mackenzie Financial Corp | 2.58M | +2.0% | $427.33M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 52 | Truist Financial Corp | 2.52M | +1.9% | $417.12M | 0.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Bank Of Montreal /Can/ | 2.51M | +24.4% | $415.13M | 0.2% | ▲ Add | 2 | SEC ↗ ×9 |
| 54 | Hsbc Holdings Plc | 2.42M | -57.1% | $400.52M | 0.2% | ▼ Trim | 2 | SEC ↗ ×13 |
| 55 | Rhumbline Advisers | 2.26M | -2.0% | $373.02M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 2.17M | -33.2% | $358.24M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 57 | First Manhattan Co. Llc. | 1.78M | -2.1% | $295.71M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 58 | Principal Financial Group Inc | 1.75M | +0.5% | $289.30M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 59 | New York State Common Retirement… | 1.75M | -0.1% | $288.70M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 1.66M | +4.4% | $274.86M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 61 | Sei Investments Co | 1.66M | +19.0% | $274.76M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 62 | Baillie Gifford ✦ | 1.64M | +5248.6% | $271.85M | 0.3% | ▲ Add | 7 | SEC ↗ ×4 |
| 63 | National Bank Of Canada /Fi/ | 1.50M | -23.4% | $248.26M | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 64 | Citigroup Inc | 1.49M | +4.3% | $246.52M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Prudential Financial Inc | 1.42M | +56.2% | $234.82M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Adage Capital Partners ✦ | 1.39M | -0.9% | $230.58M | 0.4% | ▼ Trim | 8 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 1.39M | -42.8% | $230.51M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Stifel Financial Corp | 1.37M | +1.1% | $227.08M | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 69 | State Board Of Administration Of… | 1.37M | -1.1% | $226.60M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 70 | Royal London Asset Management Ltd | 1.21M | +0.6% | $200.88M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 1.13M | -9.2% | $187.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 72 | Alyeska Investment Group, L.P. | 1.12M | +112.7% | $185.78M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank Of Nova Scotia | 1.06M | -25.3% | $175.50M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 1.06M | -3.7% | $174.47M | 0.2% | ▼ Trim | 2 | SEC ↗ ×16 |
| 75 | Artisan Partners Limited Partnership | 1.04M | +3.6% | $172.14M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 76 | Korea Investment CORP | 1.02M | -4.4% | $168.73M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 77 | Victory Capital Management Inc | 999.56K | +15.4% | $165.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Amundi | 995.12K | +10.5% | $164.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Fifth Third Bancorp | 973.38K | +70.3% | $160.94M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 80 | HighTower Advisors, LLC | 971.75K | -0.2% | $160.67M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 81 | Mitsubishi UFJ Trust & Banking Corp | 933.63K | -1.9% | $154.37M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 82 | Asset Management One Co., Ltd. | 904.81K | -1.0% | $149.60M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 83 | Nomura Asset Management Co Ltd | 893.33K | +5.5% | $147.70M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | DZ BANK AG Deutsche Zentral… | 884.88K | -10.3% | $146.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 85 | PRIMECAP Management ✦ | 864.40K | -4.0% | $142.92M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 86 | State Of Wisconsin Investment Board | 840.29K | +3.3% | $138.93M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 842.80K | +315.2% | $137.86M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 88 | Chevy Chase Trust Holdings, LLC | 773.54K | -2.8% | $127.90M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Quantinno Capital Management LP | 753.98K | +39.4% | $124.66M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 90 | Universal- Beteiligungs- und… | 743.84K | -2.0% | $121.27M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 91 | Cetera Investment Advisers | 715.83K | -0.1% | $118.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 92 | Assetmark, Inc | 709.81K | +12.6% | $117.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 93 | Susquehanna International Group, Llp | 708.55K | +84.8% | $117.15M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | Osaic Holdings, Inc. | 697.41K | +25.8% | $115.39M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 95 | Aberdeen Group plc | 680.59K | -3.0% | $112.53M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 96 | Td Asset Management Inc | 667.51K | -2.7% | $110.37M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Pictet Asset Management Holding SA | 647.01K | -3.2% | $106.97M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | Us Bancorp \De\ | 646.15K | -5.0% | $106.84M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 99 | Nomura Asset Management… | 617.73K | 0.0% | $102.14M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 100 | Pacer Advisors, Inc. | 615.83K | +7.9% | $101.82M | 0.3% | ▲ Add | 2 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Lone Pine Capital | $424.03M | era 3.1% |
| Renaissance Technologies | $24.20M | era 0.0% |
| Duquesne Family Office | $10.81M | era 0.3% |
| IMC-Chicago, LLC | $5.16M | era 0.1% |
| Connor, Clark & Lunn… | $676,888 | era 0.0% |
| Bank Julius Baer & Co. Ltd… | $485,873 | era 0.0% |
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.