Guru Ownership Over Time
Guru Analysis for Philip Morris International Inc. (PM)
Philip Morris International Inc. (PM), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.21 B.
Top institutional holders include Terry Smith and First Eagle Investment.
Notably, Tom Russo has expressed high conviction in this stock, allocating 8.11% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $221.24 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 62.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 5.89% | Reduce -20.8% | 7,188,144 | $1.17 B | Q3 2025 | |
| 1.81% | Reduce -14.2% | 6,121,345 | $992.88 M | Q3 2025 | |
| 8.11% | Reduce -4.3% | 4,662,201 | $756.21 M | Q3 2025 | |
| 5.45% | Add 67.3% | 4,614,443 | $748.46 M | Q3 2025 | |
| 1.86% | Add 28.1% | 4,426,128 | $717.92 M | Q3 2025 | |
| 0.34% | Reduce -4.0% | 3,245,746 | $526.27 M | Q3 2025 | |
| 3.52% | Add 9.5% | 1,622,102 | $263.1 M | Q3 2025 | |
| 4.76% | Reduce -0.4% | 209,557 | $33.99 M | Q3 2025 | |
| 0.06% | Add 3545.0% | 208,204 | $33.77 M | Q3 2025 | |
| 0.10% | Reduce -20.3% | 154,315 | $25.03 M | Q3 2025 | |
| 0.09% | Add 68.3% | 130,598 | $21.18 M | Q3 2025 | |
| 0.15% | 114,500 | $18.57 M | Q3 2025 | ||
| 0.04% | Reduce -12.2% | 75,330 | $12.22 M | Q3 2025 | |
| 0.05% | Add 3271.4% | 70,799 | $11.48 M | Q3 2025 | |
| 0.04% | Reduce -40.3% | 21,014 | $3.41 M | Q3 2025 | |
| 0.00% | Add 9.9% | 16,991 | $2.76 M | Q3 2025 | |
| 0.01% | Reduce -62.3% | 13,305 | $2.16 M | Q3 2025 | |
| 0.02% | Add 8.4% | 9,671 | $1.57 M | Q3 2025 | |
| 0.00% | Add 0.2% | 2,641 | $428,370 | Q3 2025 | |
| 0.00% | New Buy | 1,551 | $252,797 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Philip Morris International Inc. (PM)
Top Guru holders include Terry Smith ($1.17 B), First Eagle Investment ($992.88 M), Tom Russo ($756.21 M). Collectively, tracked Gurus hold 32.91 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $221.24 M, with 10 Gurus buying and 13 Gurus selling.
In the recent quarter, 9 Gurus reduced their positions, and 4 Gurus sold out of PM completely. Total sell value was $756.07 M.
Yes, 1 Gurus opened new positions in PM, and 9 added to their existing holdings. Total buy value was $534.83 M.