PLDT Inc.
PHI- Exchange
- NYSE
- Industry
- Telephone Communications (No Radiotelephone)
- SEC CIK
- 0000078150
In the last 90 days, PLDT Inc. insiders filed 0 open-market purchases and 4 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $105.0M in total; no superinvestor holds it.
Other share classesPHTCF
13F holders, Q2 2023
Institutional positions in PLDT Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 64
- −7 vs. Q1 2023
- Shares held
- 4.90M
- −16.9K (−0.3%) vs. Q1 2023
- Total value
- $115.1M
- −$9.18M (−7.4%) vs. Q1 2023
- New holders
- 8
- 22 more added
- Sold out
- 15
- 21 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 99 | $105.0M |
| Q1 2026 | 103 | $151.1M |
| Q4 2025 | 95 | $169.1M |
| Q3 2025 | 80 | $138.8M |
| Q2 2025 | 87 | $171.2M |
| Q1 2025 | 80 | $168.8M |
| Q4 2024 | 75 | $155.3M |
| Q3 2024 | 81 | $175.8M |
| Q2 2024 | 76 | $160.8M |
| Q1 2024 | 76 | $164.3M |
| Q4 2023 | 70 | $114.3M |
| Q3 2023 | 56 | $89.5M |
| Q2 2023 | 64 | $115.1M |
| Q1 2023 | 71 | $124.3M |
| Q4 2022 | 77 | $130.1M |
| Q3 2022 | 71 | $141.9M |
| Q2 2022 | 86 | $186.0M |
| Q1 2022 | 82 | $214.6M |
| Q4 2021 | 75 | $214.0M |
| Q3 2021 | 72 | $208.9M |
| Q2 2021 | 77 | $194.4M |
| Q1 2021 | 73 | $180.8M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding PLDT Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 16 | $0 | 0.00% | +8+100.0% | Added |
| IFP Advisors, Inc | 2 | $49 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $211 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $304 | 0.00% | +13 | New |
| Umb Bank N A | 32 | $748 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $748 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $748 | 0.00% | +32 | New |
| Barclays PLC | 54 | $1.26K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $1.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $1.31K | 0.00% | +56 | New |
| Prestige Wealth Management Group LLC | 68 | $1.60K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 86 | $2.01K | 0.00% | +72+514.3% | Added |
| EverSource Wealth Advisors, LLC | 101 | $2.36K | 0.00% | +13+14.8% | Added |
| JFS Wealth Advisors, LLC | 113 | $2.64K | 0.00% | −10−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 119 | $2.78K | 0.00% | −490−80.5% | Reduced |
| Allworth Financial LP | 142 | $3.32K | 0.00% | +29+25.7% | Added |
| JJJ Advisors Inc. | 179 | $4.18K | 0.00% | −834−82.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 202 | $4.72K | 0.00% | −1,694−89.3% | Reduced |
| Glassman Wealth Services | 308 | $7.20K | 0.00% | −369−54.5% | Reduced |
| Ronald Blue Trust, Inc. | 338 | $8.00K | 0.00% | −3,245−90.6% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,156 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,193 | $27.9K | 0.00% | +45+3.9% | Added |
| Royal Bank of Canada | 1,206 | $28.0K | 0.00% | −223−15.6% | Reduced |
| CWM, LLC | 1,524 | $36.0K | 0.00% | +300+24.5% | Added |
| Wells Fargo & Company | 1,790 | $41.8K | 0.00% | +790+79.0% | Added |
| Parallel Advisors, LLC | 2,314 | $54.1K | 0.00% | +441+23.5% | Added |
| FMR LLC | 3,410 | $79.7K | 0.00% | +1,807+112.7% | Added |
| Signaturefd, LLC | 7,506 | $175.4K | 0.00% | +1,389+22.7% | Added |
| Pathstone Family Office, LLC | 8,600 | $201.0K | 0.00% | +8,600 | New |
| JustInvest LLC | 9,214 | $215.3K | 0.01% | −1,350−12.8% | Reduced |
| Jane Street Group, LLC | 9,500 | $222.0K | 0.00% | −36,361−79.3% | Reduced |
| West Family Investments, Inc. | 9,905 | $231.5K | 0.09% | +9,905 | New |
| M&T Bank Corp | 10,110 | $236.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 11,083 | $259.0K | 0.00% | −74−0.7% | Reduced |
| Northern Trust Corp | 12,149 | $283.9K | 0.00% | +935+8.3% | Added |
| The PNC Financial Services Group, Inc. | 12,705 | $296.9K | 0.00% | +2,285+21.9% | Added |
| Quadrant Capital Group LLC | 12,957 | $302.8K | 0.03% | +3,156+32.2% | Added |
| Bank of America Corp | 15,567 | $363.8K | 0.00% | −794−4.9% | Reduced |
| Legal & General Group Plc | 15,690 | $366.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 16,200 | $378.6K | 0.02% | −774−4.6% | Reduced |
| Vident Investment Advisory, LLC | 16,772 | $392.0K | 0.01% | +845+5.3% | Added |
| Robeco Institutional Asset Management B.V. | 18,202 | $425.4K | 0.00% | −24,004−56.9% | Reduced |
| Ethic Inc. | 20,371 | $476.1K | 0.02% | −5,349−20.8% | Reduced |
| Creative Planning | 20,598 | $481.4K | 0.00% | +8,756+73.9% | Added |
| Johnson Investment Counsel Inc | 20,800 | $486.1K | 0.01% | +10,200+96.2% | Added |
| State Street Corp | 20,804 | $486.2K | 0.00% | −160−0.8% | Reduced |
| Citigroup Inc | 24,022 | $561.4K | 0.00% | +1,887+8.5% | Added |
| Veriti Management LLC | 25,970 | $606.9K | 0.07% | +10,715+70.2% | Added |
| D. E. Shaw & Co., Inc. | 26,854 | $627.6K | 0.00% | +26,854 | New |
| Rhumbline Advisers | 27,792 | $649.5K | 0.00% | +27,792 | New |
| UBS Group AG | 32,393 | $757.0K | 0.00% | +30,422+1,543.5% | Added |
| Guggenheim Capital LLC | 33,133 | $774.3K | 0.01% | −17,675−34.8% | Reduced |
| HSBC Holdings PLC | 15,152 | $964.9K | 0.00% | +4,893+47.7% | Added |
| Oldfield Partners LLP | 44,500 | $1.04M | 0.16% | 00.0% | Unchanged |
| Gabelli Funds LLC | 48,000 | $1.12M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 61,598 | $1.44M | 0.00% | +9,711+18.7% | Added |
| Bank of Montreal | 90,528 | $2.17M | 0.00% | +90,528 | New |
| Nia Impact Advisors, LLC | 96,820 | $2.24M | 1.27% | −846−0.9% | Reduced |
| Millennium Management LLC | 101,617 | $2.37M | 0.00% | +12,868+14.5% | Added |
| Dimensional Fund Advisors LP | 217,612 | $5.09M | 0.00% | −4,897−2.2% | Reduced |
| Morgan Stanley | 504,158 | $11.8M | 0.00% | −3,335−0.7% | Reduced |
| BlackRock Inc. | 646,096 | $15.1M | 0.00% | −8,664−1.3% | Reduced |
| Renaissance Technologies LLC | 2,618,761 | $61.2M | 0.09% | −14,200−0.5% | Reduced |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −44,724−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −32,845−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −19,982−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,133−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −9,989−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −9,010−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,299−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |