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
↑ +67
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — PM

Based on 2930 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
2,930 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 — +5% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1501 buying1192 selling
Last quarter: 1,501 funds bought or added vs 1,192 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.
➡️

Steady new buyers — ~243 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 177 → 309 → 243 → 243. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
1,967 out of 2,930 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.
➡️

Steady discovery — ~243 new funds/quarter

297 → 177 → 309 → 243 → 243 new funds/Q
New funds entering each quarter: 177 → 309 → 243 → 243. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 2,995 holders: 2,056 (69%) are 2+ year veterans, 412 entered 1–2 years ago, and 527 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
68 of 2921 holders are among the 100 largest funds by AUM, controlling 68% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 1501 hedge funds were net buyers of PM (243 opened a new position, 1258 added to an existing one), while 1192 reduced or exited (1016 trimmed, 176 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 68% of total institutional value in PM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +67 funds (more new holders than closures). Total institutional holders: 2930.

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 · 82d ago
PM
+4.3%
XLP
-0.3%

PM outperformed XLP by +4.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
PM
-0.9%
XLP
-3.8%

Since the filing became public, PM outperformed XLP by +2.9% .

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.

79 top-rated funds 36 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: PM
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2907 2863 1.54%
13F Shares 1.32B 1.25B 5.22%
Total Value $230.27B $200.22B 15.01%
New Positions 237 243 -6
Increased Positions 1234 1174 +60
Closed Positions 184 162 +22
Reduced Positions 993 1037 -44
Total Calls 37 38 -2.63%
Total Puts 36 41 -12.2%
PUT/CALL Ratio 0.97 1.08 Neutral

Statistics: PM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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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:
Top 25 PM holders by conviction (% of portfolio weight) — 2026 Q2 · 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 Fayez Sarofim & Co 4.66% 10,966,757 $1.98B
22 Investment Management Associates Inc /Adv 4.25% 114,566 $20.7M
23 Klein Pavlis & Peasley Financial, INC. 4.22% 44,808 $8.1M
24 Foyston, Gordon & Payne Inc 4.00% 103,084 $18.7M
25 O'Domhnaill Enterprises, Inc. 4.00% 27,630 $5.0M
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 — 3 quarters in a row: For 3 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 — 56% buying: Last quarter: 1,501 funds bought or added vs 1,192 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 — 68% AUM from top-100 funds: 68 of 2921 holders are among the 100 largest funds by AUM, controlling 68% 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?

67% of holders stayed for 2+ years: 1,967 out of 2,930 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 -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.8% for the XLP sector ETF — an outperformance of +2.9%. Since the quarter end (June 30, 2026), PM has gained +4.3% vs -0.3% 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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