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 2859 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
2,859 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
+210 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

1436 buying1214 selling
Last quarter: 1,436 funds bought or added vs 1,214 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 (-66 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 294 → 176 → 307 → 241. 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
1,900 out of 2,859 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 → 294 → 176 → 307 → 241 new funds/Q
New funds entering each quarter: 294 → 176 → 307 → 241. 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 2,927 holders: 2,014 (69%) are 2+ year veterans, 346 entered 1–2 years ago, and 567 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
68 of 2848 holders are among the 100 largest funds by AUM, controlling 57% 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, 1436 hedge funds were net buyers of PM (241 opened a new position, 1195 added to an existing one), while 1214 reduced or exited (1054 trimmed, 160 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% 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: 2859.

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 Q1 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 March 31, 2026 · 74d ago
PM
+11.1%
XLP
+4.0%

PM outperformed XLP by +7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
PM
-3.1%
XLP
+0.7%

Since the filing became public, PM outperformed XLP by -3.8% .

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
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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Epacria Capital Partners, LLC 13.66% 106,667 $17.6M
2 Caledonia Investments plc 13.57% 702,563 $116.1M
3 GQG Partners LLC 13.13% 50,105,900 $8.28B
4 Brandywine Financial Group 10.62% 30,506 $4.9M
5 Gardner Russo & Quinn LLC 8.96% 4,605,069 $761.4M
6 Weinberger Asset Management, Inc 7.87% 127,027 $21.0M
7 Contrarius Group Holdings Ltd 7.70% 822,766 $136.0M
8 Arrow Capital Management, LLC 6.93% 60,422 $10.0M
9 Dash Acquisitions Inc. 6.85% 208,765 $32.9M
10 Gladstone Capital Management LLP 6.71% 404,274 $66.8M
11 Fundsmith LLP 6.59% 5,113,163 $845.4M
12 Vigil Wealth Management, LLC 6.53% 48,893 $8.1M
13 Kennon-Green & Company, LLC 6.33% 46,684 $7.7M
14 Fundsmith Investment Services LTD. 6.30% 1,677,719 $277.4M
15 Savoir Faire Capital Management, L.P. 6.20% 62,120 $10.3M
16 CSU Producer Resources, Inc. 5.69% 12,000 $2.0M
17 Bronte Capital Management Pty Ltd. 5.58% 341,098 $56.4M
18 R.H. Investment Group, LLC 5.46% 44,024 $7.1M
19 Ninety One North America, Inc. 5.33% 717,522 $118.6M
20 Triavera Capital LLC 4.94% 49,986 $8.3M
21 Hutner Capital Management Inc 4.90% 72,083 $11.9M
22 Auxier Asset Management LLC 4.88% 205,647 $34.0M
23 Rbo & Co LLC 4.80% 179,973 $29.8M
24 Investment Management Associates Inc /Adv 4.72% 119,778 $19.8M
25 Cortland Associates Inc/Mo 4.69% 197,837 $32.7M
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: 1,436 funds bought or added vs 1,214 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 — 57% AUM from top-100 funds: 68 of 2848 holders are among the 100 largest funds by AUM, controlling 57% 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: 1,900 out of 2,859 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 Q1 hedge fund 13F filings?

As of today, PM has moved -3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.7% for the XLP sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), PM has gained +11.1% vs +4.0% 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.

Full history →