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 Q1 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.74 B.
Top institutional holders include First Eagle Investment and Terry Smith.
Notably, Tom Russo has expressed high conviction in this stock, allocating 8.96% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $997.57 M net outflow during the quarter.
Recent activity highlights George Soros who opened a new position. Conversely, Ray Dalio reduced exposure by 95.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Philip Morris International Inc. (PM)
Major holders include First Eagle Investment ($974.26 M), Terry Smith ($845.41 M), Tom Russo ($761.4 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 19.8 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $997.57 M, with 4 managers increasing positions and 15 managers reducing holdings.
During the most recent reporting period, 12 managers trimmed their positions, while 3 fully exited PM. The total reported sell value was $1.03 B.
Yes, 1 managers opened new positions in PM, and 3 increased their existing holdings. The total reported buy value was $32.73 M.
