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, Q4 2023
Institutional positions in PLDT Inc. as of Dec 31, 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
- 70
- +14 vs. Q3 2023
- Shares held
- 4.88M
- +541.8K (+12.5%) vs. Q3 2023
- Total value
- $114.3M
- +$24.9M (+27.8%) vs. Q3 2023
- New holders
- 18
- 28 more added
- Sold out
- 4
- 11 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding PLDT Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $22 | 0.00% | −131−99.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6 | $141 | 0.00% | +6 | New |
| True Wealth Design, LLC | 9 | $211 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 32 | $750 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $750 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $750 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42 | $984 | 0.00% | −111−72.5% | Reduced |
| Abound Wealth Management | 52 | $1.22K | 0.00% | −8−13.3% | Reduced |
| Barclays PLC | 54 | $1.26K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $1.29K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 62 | $1.45K | 0.00% | +62 | New |
| Prestige Wealth Management Group LLC | 68 | $1.60K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 86 | $2.02K | 0.00% | −57−39.9% | Reduced |
| JFS Wealth Advisors, LLC | 117 | $2.74K | 0.00% | +38+48.1% | Added |
| GPS Wealth Strategies Group, LLC | 202 | $4.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 251 | $5.88K | 0.00% | +251 | New |
| Allworth Financial LP | 392 | $9.19K | 0.00% | +363+1,251.7% | Added |
| GAMMA Investing LLC | 474 | $10.6K | 0.00% | +474 | New |
| Advisory Services Network, LLC | 555 | $13.0K | 0.00% | +555 | New |
| EverSource Wealth Advisors, LLC | 577 | $13.5K | 0.00% | +454+369.1% | Added |
| Glassman Wealth Services | 769 | $18.0K | 0.00% | +417+118.5% | Added |
| JJJ Advisors Inc. | 1,008 | $23.6K | 0.01% | +660+189.7% | Added |
| Royal Bank of Canada | 1,082 | $25.0K | 0.00% | −28−2.5% | Reduced |
| Qube Research & Technologies Ltd | 1,099 | $25.8K | 0.00% | +1,099 | New |
| Banque Cantonale Vaudoise | 1,156 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,711 | $35.0K | 0.00% | +1,274+291.5% | Added |
| EntryPoint Capital, LLC | 1,514 | $35.5K | 0.03% | +1,514 | New |
| Lindbrook Capital, LLC | 1,859 | $43.6K | 0.00% | +691+59.2% | Added |
| CWM, LLC | 2,632 | $62.0K | 0.00% | +843+47.1% | Added |
| Aquatic Capital Management LLC | 3,400 | $80.0K | 0.00% | +2,600+325.0% | Added |
| Parallel Advisors, LLC | 3,927 | $92.0K | 0.00% | +1,764+81.6% | Added |
| Barometer Capital Management Inc. | 5,000 | $117.2K | 0.03% | +5,000 | New |
| Legal & General Group Plc | 6,877 | $161.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,538 | $176.6K | 0.00% | −523−6.5% | Reduced |
| Sequoia Financial Advisors, LLC | 8,648 | $202.6K | 0.00% | +8,648 | New |
| O'Shaughnessy Asset Management, LLC | 8,652 | $202.7K | 0.00% | +8,652 | New |
| Cerity Partners LLC | 9,007 | $211.0K | 0.00% | +9,007 | New |
| D. E. Shaw & Co., Inc. | 9,186 | $215.2K | 0.00% | +9,186 | New |
| West Family Investments, Inc. | 9,388 | $220.0K | 0.07% | +9,388 | New |
| FMR LLC | 10,075 | $236.1K | 0.00% | +8,127+417.2% | Added |
| M&T Bank Corp | 10,115 | $237.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 10,166 | $238.2K | 0.01% | +10,166 | New |
| Northern Trust Corp | 11,186 | $262.1K | 0.00% | +994+9.8% | Added |
| Ballentine Partners, LLC | 11,829 | $277.2K | 0.01% | +11,829 | New |
| Robeco Institutional Asset Management B.V. | 12,846 | $301.0K | 0.00% | +465+3.8% | Added |
| Signaturefd, LLC | 13,578 | $318.1K | 0.01% | +6,979+105.8% | Added |
| CI Private Wealth, LLC | 13,641 | $319.6K | 0.00% | +13,641 | New |
| The PNC Financial Services Group, Inc. | 13,836 | $324.2K | 0.00% | +433+3.2% | Added |
| Vident Advisory, LLC | 14,042 | $329.0K | 0.01% | +14,042 | New |
| US Bancorp | 14,402 | $337.4K | 0.00% | +7,359+104.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,749 | $369.0K | 0.00% | +15,749 | New |
| State Street Corp | 20,574 | $482.0K | 0.00% | −90−0.4% | Reduced |
| Johnson Investment Counsel Inc | 20,800 | $487.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,762 | $509.9K | 0.04% | +13,741+171.3% | Added |
| Bank of America Corp | 21,944 | $514.1K | 0.00% | +7,653+53.6% | Added |
| Guggenheim Capital LLC | 22,382 | $524.4K | 0.00% | −979−4.2% | Reduced |
| Wetherby Asset Management Inc | 25,201 | $590.5K | 0.03% | +8,261+48.8% | Added |
| Veriti Management LLC | 27,806 | $651.5K | 0.06% | +3,283+13.4% | Added |
| Rhumbline Advisers | 27,807 | $651.5K | 0.00% | −90−0.3% | Reduced |
| Citigroup Inc | 29,185 | $683.8K | 0.00% | +2,536+9.5% | Added |
| Ethic Inc. | 30,235 | $708.4K | 0.02% | +1,913+6.8% | Added |
| Creative Planning | 33,973 | $796.0K | 0.00% | +22,080+185.7% | Added |
| Gabelli Funds LLC | 44,500 | $1.04M | 0.01% | −3,500−7.3% | Reduced |
| Oldfield Partners LLP | 44,500 | $1.04M | 0.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 56,171 | $1.32M | 0.00% | +2,623+4.9% | Added |
| American Century Companies Inc | 82,365 | $1.93M | 0.00% | +14,386+21.2% | Added |
| Dimensional Fund Advisors LP | 203,933 | $4.78M | 0.00% | −120.0% | Reduced |
| Morgan Stanley | 565,383 | $13.2M | 0.00% | +145,705+34.7% | Added |
| BlackRock Inc. | 733,657 | $17.2M | 0.00% | +247,186+50.8% | Added |
| Renaissance Technologies LLC | 2,628,957 | $61.6M | 0.10% | +6,896+0.3% | Added |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −40,706−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −23,695−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,235−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −8−100.0% | Sold out |