Philip Morris International Inc. (PM) — Institutional Holders, Q2 2026 (page 24)
2,948 institutional investment managers reported a PM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $235.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,301 to 2,400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PM 13F holders ranked 2,301–2,400 of 2,948
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | ACT WEALTH MANAGEMENT#2301 · 1,674 sh | 1,674 | $302.9K | — | 0.0% |
| 2302 | Alteri Wealth#2302 · 1,673 sh | 1,673 | $302.7K | 0.08% | +3.8% |
| 2303 | RETIREMENT PLANNING GROUP, / NY#2303 · 1,660 sh | 1,660 | $302.7K | 0.16% | +0.2% |
| 2304 | KEYVANTAGE WEALTH#2304 · 1,672 sh | 1,672 | $302.4K | 0.11% | -14.6% |
| 2305 | W.G. Shaheen & Associates DBA Whitney#2305 · 1,667 sh | 1,667 | $301.6K | 0.02% | +0.8% |
| 2306 | Black Diamond Financial#2306 · 1,666 sh | 1,666 | $301.3K | — | New |
| 2307 | Tillman Hartley#2307 · 1,664 sh | 1,664 | $301.0K | 0.07% | -16.1% |
| 2308 | Baron Wealth Management#2308 · 1,663 sh | 1,663 | $300.8K | — | +26.9% |
| 2309 | MOSAIC FINANCIAL GROUP#2309 · 1,661 sh | 1,661 | $300.0K | 0.19% | -4.2% |
| 2310 | Johnson & White Wealth Management#2310 · 1,657 sh | 1,657 | $299.7K | 0.11% | +0.5% |
| 2311 | Walser Wealth Management Company, A Ltd Liability#2311 · 1,655 sh | 1,655 | $299.5K | — | +13.0% |
| 2312 | Maridea Wealth Management#2312 · 1,655 sh | 1,655 | $299.3K | 0.03% | -19.7% |
| 2313 | HOME FEDERAL BANK OF TENNESSEE#2313 · 1,650 sh | 1,650 | $298.5K | — | New |
| 2314 | Sterling Investment Advisors, Ltd.#2314 · 1,650 sh | 1,650 | $298.5K | — | 0.0% |
| 2315 | Onyx Financial Advisors#2315 · 1,647 sh | 1,647 | $297.9K | — | +0.9% |
| 2316 | Lincoln Capital#2316 · 1,646 sh | 1,646 | $297.8K | — | -10.1% |
| 2317 | Wilkins Miller Wealth Management#2317 · 1,643 sh | 1,643 | $297.2K | — | -5.6% |
| 2318 | NewSquare Capital#2318 · 1,642 sh | 1,642 | $297.1K | 0.02% | +25.0% |
| 2319 | Holistic Financial Partners#2319 · 1,641 sh | 1,641 | $296.9K | 0.18% | -14.0% |
| 2320 | MIDLAND WEALTH ADVISORS#2320 · 1,639 sh | 1,639 | $296.5K | — | -1.8% |
| 2321 | BARON SILVER STEVENS FINANCIAL ADVISORS#2321 · 1,638 sh | 1,638 | $296.4K | 0.04% | +3.9% |
| 2322 | CAPSTONE WEALTH MANAGEMENT GROUP#2322 · 1,634 sh | 1,634 | $295.5K | 0.10% | +0.1% |
| 2323 | MLG Wealth Management DBA Pine Grove Financial Group#2323 · 1,634 sh | 1,634 | $295.5K | — | New |
| 2324 | Renasant Bank#2324 · 1,632 sh | 1,632 | $295.2K | 0.19% | 0.0% |
| 2325 | CONSILIO WEALTH ADVISORS#2325 · 1,632 sh | 1,632 | $295.2K | 0.07% | +1.5% |
| 2326 | R. W. Roge & Company#2326 · 1,633 sh | 1,633 | $295.0K | 0.12% | 0.0% |
| 2327 | SHEETS SMITH WEALTH MANAGEMENT#2327 · 1,630 sh | 1,630 | $295.0K | — | +0.1% |
| 2328 | BELLEVUE ASSET MANAGEMENT#2328 · 1,630 sh | 1,630 | $294.9K | 0.14% | New |
| 2329 | Principal Street Partners#2329 · 1,621 sh | 1,621 | $293.3K | 0.04% | +6.2% |
| 2330 | SECURITY NATIONAL BANK OF SO DAK#2330 · 1,621 sh | 1,621 | $293.3K | 0.14% | 0.0% |
| 2331 | BEACON INVESTMENT ADVISORS#2331 · 1,620 sh | 1,620 | $293.2K | 0.09% | -0.1% |
| 2332 | WAYCROSS PARTNERS#2332 · 1,619 sh | 1,619 | $292.9K | 0.03% | 0.0% |
| 2333 | Forza Wealth Management#2333 · 1,619 sh | 1,619 | $292.9K | — | 0.0% |
| 2334 | CM WEALTH ADVISORS#2334 · 1,603 sh | 1,603 | $292.4K | 0.05% | +11.1% |
| 2335 | Slocum, Gordon & LLP#2335 · 1,616 sh | 1,616 | $292.4K | — | -5.2% |
| 2336 | Axiom Investment Management#2336 · 1,612 sh | 1,612 | $291.6K | 0.19% | -46.2% |
| 2337 | Consilium Wealth Advisory#2337 · 1,611 sh | 1,611 | $291.4K | — | +10.6% |
| 2338 | American National Bank of Texas#2338 · 1,607 sh | 1,607 | $290.7K | — | +1.2% |
| 2339 | First Command Advisory Services#2339 · 1,601 sh | 1,601 | $290.2K | <0.01% | -6.5% |
| 2340 | CSM Advisors#2340 · 1,600 sh | 1,600 | $290.0K | <0.01% | 0.0% |
| 2341 | TWIN PEAKS WEALTH ADVISORS#2341 · 1,603 sh | 1,603 | $289.9K | 0.07% | +11.4% |
| 2342 | Longview Financial Advisors#2342 · 1,600 sh | 1,600 | $289.5K | — | 0.0% |
| 2343 | Bensler#2343 · 1,599 sh | 1,599 | $289.3K | 0.03% | -2.3% |
| 2344 | Schneider Downs Wealth Management Advisors#2344 · 1,598 sh | 1,598 | $289.1K | — | -2.6% |
| 2345 | ABOUND FINANCIAL#2345 · 1,597 sh | 1,597 | $288.9K | 0.12% | +6.7% |
| 2346 | S Harris Financial Group#2346 · 1,596 sh | 1,596 | $288.8K | 0.22% | +1.0% |
| 2347 | October Effect Ltd#2347 · 1,596 sh | 1,596 | $288.7K | — | 0.0% |
| 2348 | Eurizon SLJ Capital Ltd#2348 · 1,596 sh | 1,596 | $288.7K | 0.11% | 0.0% |
| 2349 | Pacific Center for Financial Services#2349 · 1,595 sh | 1,595 | $288.6K | — | 0.0% |
| 2350 | Banque Cantonale Vaudoise#2350 · 1,592 sh | 1,592 | $288.0K | 0.01% | -0.6% |
| 2351 | Allied Private Wealth#2351 · 1,538 sh | 1,538 | $287.8K | 0.18% | — |
| 2352 | PRESILIUM PRIVATE WEALTH#2352 · 1,589 sh | 1,589 | $287.4K | — | +0.3% |
| 2353 | Vigilare Wealth Management#2353 · 1,588 sh | 1,588 | $287.3K | 0.09% | -20.0% |
| 2354 | Trinity Legacy Partners#2354 · 1,511 sh | 1,511 | $286.9K | 0.06% | 0.0% |
| 2355 | Grey Fox Wealth Advisors#2355 · 1,568 sh | 1,568 | $286.0K | 0.04% | New |
| 2356 | DUTCH ASSET#2356 · 1,579 sh | 1,579 | $285.7K | — | +15.8% |
| 2357 | BOK Financial Private Wealth#2357 · 1,557 sh | 1,557 | $284.1K | 0.01% | -42.3% |
| 2358 | BAILARD#2358 · 1,569 sh | 1,569 | $283.9K | — | -3.4% |
| 2359 | Parisi Gray Wealth Management#2359 · 1,565 sh | 1,565 | $283.1K | — | -1.3% |
| 2360 | WESTPAC BANKING#2360 · 1,564 sh | 1,564 | $282.9K | 0.02% | -88.1% |
| 2361 | Essential Partners#2361 · 1,563 sh | 1,563 | $282.8K | — | -10.3% |
| 2362 | BETO FINANCIAL GROUP#2362 · 1,467 sh | 1,467 | $282.7K | 0.15% | +0.5% |
| 2363 | One Day In July#2363 · 1,562 sh | 1,562 | $282.6K | 0.02% | New |
| 2364 | Clarus Group#2364 · 1,561 sh | 1,561 | $282.4K | — | 0.0% |
| 2365 | Towercrest Capital Management#2365 · 3,924 sh | 3,924 | $282.3K | — | 0.0% |
| 2366 | LifeGoal Investments#2366 · 1,560 sh | 1,560 | $282.2K | — | +2.6% |
| 2367 | Poehling Capital Management#2367 · 1,555 sh | 1,555 | $281.3K | — | 0.0% |
| 2368 | American Institute for Advanced Investment Management, LLP#2368 · 1,551 sh | 1,551 | $280.6K | 0.16% | 0.0% |
| 2369 | William Allan#2369 · 1,551 sh | 1,551 | $280.6K | — | +0.4% |
| 2370 | GenTrust#2370 · 1,537 sh | 1,537 | $280.3K | 0.01% | +4.1% |
| 2371 | Lakeshore Financial Planning#2371 · 1,547 sh | 1,547 | $279.9K | — | 0.0% |
| 2372 | Northstar Financial Companies#2372 · 1,546 sh | 1,546 | $279.8K | 0.19% | +2.5% |
| 2373 | Boyce & Associates Wealth Consulting#2373 · 1,543 sh | 1,543 | $279.1K | — | 0.0% |
| 2374 | Rose Capital Advisors#2374 · 1,539 sh | 1,539 | $278.4K | 0.14% | — |
| 2375 | GHP Investment Advisors#2375 · 1,537 sh | 1,537 | $278.1K | — | -4.1% |
| 2376 | Schrum Private Wealth Management#2376 · 2,743 sh | 2,743 | $277.9K | 0.29% | -22.3% |
| 2377 | Members#2377 · 1,535 sh | 1,535 | $277.7K | <0.01% | 0.0% |
| 2378 | LOUNTZIS ASSET MANAGEMENT#2378 · 1,522 sh | 1,522 | $277.6K | 0.09% | 0.0% |
| 2379 | Clearwave Capital#2379 · 1,532 sh | 1,532 | $277.2K | — | 0.0% |
| 2380 | Rockport Wealth#2380 · 1,529 sh | 1,529 | $276.5K | 0.05% | +12.5% |
| 2381 | MOTIVE WEALTH ADVISORS#2381 · 1,527 sh | 1,527 | $276.3K | — | +10.1% |
| 2382 | Coyle Financial Counsel#2382 · 1,524 sh | 1,524 | $275.7K | 0.05% | +6.4% |
| 2383 | O'Keefe Stevens Advisory#2383 · 1,524 sh | 1,524 | $275.7K | — | 0.0% |
| 2384 | Wescott Financial Advisory Group#2384 · 1,524 sh | 1,524 | $275.6K | 0.02% | -4.6% |
| 2385 | Duncan Williams Asset Management#2385 · 1,522 sh | 1,522 | $275.3K | 0.06% | +0.7% |
| 2386 | Concentrum Wealth Management#2386 · 1,521 sh | 1,521 | $275.2K | 0.07% | +2.1% |
| 2387 | C M BIDWELL & ASSOCIATES LTD#2387 · 1,520 sh | 1,520 | $275.0K | 0.11% | -2.8% |
| 2388 | Goldstone Financial Group#2388 · 1,520 sh | 1,520 | $274.9K | 0.03% | +17.8% |
| 2389 | INVESTMENT HOUSE#2389 · 1,519 sh | 1,519 | $274.9K | — | New |
| 2390 | KNIGHTSBRIDGE ASSET MANAGEMENT#2390 · 1,709 sh | 1,709 | $274.1K | 0.04% | -1.4% |
| 2391 | Argent Advisors#2391 · 1,515 sh | 1,515 | $274.1K | 0.07% | -3.6% |
| 2392 | KOM Wealth Management Group#2392 · 1,513 sh | 1,513 | $273.7K | — | -3.3% |
| 2393 | Stiles Financial Services#2393 · 1,513 sh | 1,513 | $273.7K | 0.07% | +0.9% |
| 2394 | Atlas Private Wealth Advisors#2394 · 1,512 sh | 1,512 | $273.5K | — | -12.8% |
| 2395 | Elm Partners Management#2395 · 1,510 sh | 1,510 | $273.1K | <0.01% | +0.6% |
| 2396 | ALLEN WEALTH MANAGEMENT#2396 · 1,509 sh | 1,509 | $273.0K | 0.13% | 0.0% |
| 2397 | V2 Financial group#2397 · 1,508 sh | 1,508 | $272.9K | 0.10% | +1.3% |
| 2398 | Ring Mountain Capital#2398 · 1,506 sh | 1,506 | $272.4K | — | New |
| 2399 | Crown Wealth Group#2399 · 1,503 sh | 1,503 | $271.9K | — | +4.4% |
| 2400 | Mirador Capital Partners#2400 · 1,502 sh | 1,502 | $271.8K | — | +3.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.