Philip Morris International (PM) Held by Superinvestors
PHILIP MORRIS INTERNATIONAL (PM) is currently held by 12 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $2.63B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Eagle U.S. Value is currently the largest disclosed institutional shareholder of PM tracked by InsiderSet, reporting ownership valued at approximately $1.07B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.13B, representing an estimated gain of +5.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PM value among the investors covered in this analysis. Major shareholders include First Eagle U.S. Value, Gardner Russo & Quinn, Fundsmith, and several other long-term asset managers with concentrated positions in PHILIP MORRIS INTERNATIONAL (PM).
This page ranks the largest institutional PM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Eagle U.S. Value | Jean-Marie Eveillard | 1.76% | 5,925,468 | $1,071,976,429 | $1,128,209,107 | +$56,232,678 | +5.25% |
| Gardner Russo & Quinn | Thomas Russo | 9.18% | 4,530,846 | $819,675,318 | $862,673,078 | +$42,997,760 | +5.25% |
| Fundsmith | Terry Smith | 3.86% | 2,913,693 | $527,116,201 | $554,767,147 | +$27,650,946 | +5.25% |
| Fundsmith Investment Services | Terry Smith | 3.78% | 944,396 | $170,850,680 | $179,812,998 | +$8,962,318 | +5.25% |
| Sequoia Financial Advisors | 0.09% | 102,997 | $18,633,189 | $19,610,629 | +$977,440 | +5.25% | |
| Cullen Value Fund | Jim Cullen | 2.09% | 95,506 | $17,280,067 | $18,184,342 | +$904,275 | +5.23% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.00% | 16,500 | $2,985,015 | $3,141,600 | +$156,585 | +5.25% |
| Matrix Private Capital Group | Richard S. Fuld | 1.04% | 13,164 | $2,400,850 | $2,506,426 | +$105,576 | +4.40% |
| Yacktman Asset Management | Donald Yacktman | 0.01% | 5,000 | $904,550 | $952,000 | +$47,450 | +5.25% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.00% | 2,537 | $458,969 | $483,045 | +$24,076 | +5.25% |
| Semper Augustus Investments Group | Christopher Bloomstran | 0.04% | 1,762 | $318,763 | $335,485 | +$16,722 | +5.25% |
| Lountzis Asset Management | Paul Lountzis | 0.09% | 1,522 | $277,582 | $289,789 | +$12,207 | +4.40% |
Frequently asked questions about PM
Who are the largest superinvestors holding PM?
The largest superinvestors holding PM in the latest SEC Form 13F filings include First Eagle U.S. Value, Gardner Russo & Quinn, Fundsmith, Fundsmith Investment Services, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported PM position.
What does the PM superinvestors page include?
This page tracks PM positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. PHILIP MORRIS INTERNATIONAL (PM) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold PM?
InsiderSet currently tracks 12 superinvestors reporting PM holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own PM.
How much PM stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $2.63B in PM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were PM superinvestor holdings last updated?
The latest PM superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor PM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its PM position after the reporting date.
Are superinvestors buying or selling PM?
Buying and selling can be analyzed by comparing PM positions across consecutive 13F reporting periods. InsiderSet's PM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PM ownership changes.
How have superinvestor PM holdings changed over time?
InsiderSet tracks PM holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.