Guru Ownership Trend
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 Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.62 B.
Top institutional holders include First Eagle Investment and Tom Russo.
Notably, Tom Russo has expressed high conviction in this stock, allocating 9.18% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $152.63 M net outflow during the quarter.
Recent activity highlights Lee Ainslie who increased their stake by 156.9%. Conversely, Jefferies Group reduced exposure by 43.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Philip Morris International Inc. (PM)
Major holders include First Eagle Investment ($1.07 B), Tom Russo ($819.68 M), Terry Smith ($527.12 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 18.96 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $152.63 M, with 6 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited PM. The total reported sell value was $494.06 M.
Yes, 2 managers opened new positions in PM, and 4 increased their existing holdings. The total reported buy value was $341.42 M.
