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, Q1 2024
Institutional positions in PLDT Inc. as of Mar 31, 2024. 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
- 76
- +6 vs. Q4 2023
- Shares held
- 6.66M
- +1.78M (+36.6%) vs. Q4 2023
- Total value
- $164.3M
- +$50.0M (+43.7%) vs. Q4 2023
- New holders
- 15
- 33 more added
- Sold out
- 9
- 18 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding PLDT Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 9 | $229 | 0.00% | −33−78.6% | Reduced |
| True Wealth Design, LLC | 14 | $346 | 0.00% | +5+55.6% | Added |
| IFP Advisors, Inc | 30 | $740 | 0.00% | +30 | New |
| Umb Bank N A | 32 | $789 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $789 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $838 | 0.00% | +34 | New |
| Abound Wealth Management | 49 | $1.21K | 0.00% | −3−5.8% | Reduced |
| Barclays PLC | 54 | $1.33K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $1.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $1.74K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 91 | $2.24K | 0.00% | +91 | New |
| EntryPoint Capital, LLC | 103 | $2.54K | 0.00% | −1,411−93.2% | Reduced |
| JFS Wealth Advisors, LLC | 121 | $2.98K | 0.00% | +4+3.4% | Added |
| Wells Fargo & Company | 132 | $3.24K | 0.00% | +131+13,100.0% | Added |
| Old Point Trust & Financial Services N A | 150 | $3.70K | 0.00% | +150 | New |
| GPS Wealth Strategies Group, LLC | 202 | $4.98K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 232 | $5.72K | 0.00% | +146+169.8% | Added |
| WealthCollab, LLC | 251 | $6.19K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 270 | $6.66K | 0.00% | +270 | New |
| CIBC Private Wealth Group, LLC | 325 | $7.96K | 0.00% | +325 | New |
| Allworth Financial LP | 413 | $10.2K | 0.00% | +21+5.4% | Added |
| GAMMA Investing LLC | 724 | $17.9K | 0.00% | +250+52.7% | Added |
| JJJ Advisors Inc. | 841 | $21.0K | 0.00% | −167−16.6% | Reduced |
| Ronald Blue Trust, Inc. | 956 | $23.6K | 0.00% | −755−44.1% | Reduced |
| Banque Cantonale Vaudoise | 996 | $25.0K | 0.00% | −160−13.8% | Reduced |
| Royal Bank of Canada | 1,066 | $26.0K | 0.00% | −16−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,396 | $33.2K | 0.00% | +819+141.9% | Added |
| Lindbrook Capital, LLC | 2,344 | $57.8K | 0.01% | +485+26.1% | Added |
| CWM, LLC | 2,872 | $71.0K | 0.00% | +240+9.1% | Added |
| Parallel Advisors, LLC | 4,887 | $120.5K | 0.00% | +960+24.4% | Added |
| Proequities, Inc. | 5,274 | $134.4K | 0.01% | +5,274 | New |
| Legal & General Group Plc | 6,877 | $169.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,579 | $186.9K | 0.00% | +41+0.5% | Added |
| Sequoia Financial Advisors, LLC | 8,720 | $215.0K | 0.00% | +72+0.8% | Added |
| West Family Investments, Inc. | 9,083 | $224.0K | 0.07% | −305−3.2% | Reduced |
| FMR LLC | 9,298 | $229.3K | 0.00% | −777−7.7% | Reduced |
| Goldman Sachs Group Inc | 9,840 | $242.7K | 0.00% | +9,840 | New |
| Cerity Partners LLC | 10,046 | $247.7K | 0.00% | +1,039+11.5% | Added |
| M&T Bank Corp | 10,110 | $249.3K | 0.00% | −50.0% | Reduced |
| Northern Trust Corp | 10,320 | $254.5K | 0.00% | −866−7.7% | Reduced |
| Kathmere Capital Management, LLC | 10,479 | $258.4K | 0.03% | +10,479 | New |
| Ritholtz Wealth Management | 12,173 | $300.2K | 0.01% | +12,173 | New |
| Barometer Capital Management Inc. | 13,124 | $311.7K | 0.08% | +8,124+162.5% | Added |
| Robeco Institutional Asset Management B.V. | 12,846 | $316.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 13,438 | $331.4K | 0.01% | +3,272+32.2% | Added |
| Signaturefd, LLC | 13,704 | $337.9K | 0.01% | +126+0.9% | Added |
| US Bancorp | 13,767 | $339.5K | 0.00% | −635−4.4% | Reduced |
| Bank of Montreal | 13,917 | $348.3K | 0.00% | +13,917 | New |
| The PNC Financial Services Group, Inc. | 14,490 | $357.3K | 0.00% | +654+4.7% | Added |
| Ballentine Partners, LLC | 14,582 | $359.6K | 0.01% | +2,753+23.3% | Added |
| CI Private Wealth, LLC | 14,836 | $365.9K | 0.00% | +1,195+8.8% | Added |
| Marshall Wace, LLP | 19,100 | $471.0K | 0.00% | −37,071−66.0% | Reduced |
| State Street Corp | 20,449 | $521.1K | 0.00% | −125−0.6% | Reduced |
| Bank of America Corp | 22,101 | $545.0K | 0.00% | +157+0.7% | Added |
| Guggenheim Capital LLC | 23,102 | $569.7K | 0.00% | +720+3.2% | Added |
| Wetherby Asset Management Inc | 23,696 | $584.3K | 0.03% | −1,505−6.0% | Reduced |
| Johnson Investment Counsel Inc | 23,900 | $589.4K | 0.01% | +3,100+14.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,549 | $630.0K | 0.00% | +9,800+62.2% | Added |
| Vident Advisory, LLC | 26,854 | $662.3K | 0.01% | +12,812+91.2% | Added |
| Ethic Inc. | 27,446 | $676.8K | 0.02% | −2,789−9.2% | Reduced |
| Rhumbline Advisers | 27,906 | $688.2K | 0.00% | +99+0.4% | Added |
| Quadrant Capital Group LLC | 28,206 | $695.9K | 0.05% | +6,444+29.6% | Added |
| Citigroup Inc | 29,434 | $725.8K | 0.00% | +249+0.9% | Added |
| Jane Street Group, LLC | 30,471 | $751.4K | 0.00% | +30,471 | New |
| O'Shaughnessy Asset Management, LLC | 37,877 | $934.0K | 0.01% | +29,225+337.8% | Added |
| Gabelli Funds LLC | 43,000 | $1.06M | 0.01% | −1,500−3.4% | Reduced |
| Oldfield Partners LLP | 44,500 | $1.10M | 0.15% | 00.0% | Unchanged |
| Creative Planning | 46,881 | $1.16M | 0.00% | +12,908+38.0% | Added |
| American Century Companies Inc | 84,273 | $2.08M | 0.00% | +1,908+2.3% | Added |
| Nia Impact Advisors, LLC | 86,742 | $2.14M | 0.85% | +86,742 | New |
| Dimensional Fund Advisors LP | 204,069 | $5.03M | 0.00% | +136+0.1% | Added |
| Morgan Stanley | 615,116 | $15.2M | 0.00% | +49,733+8.8% | Added |
| BlackRock Inc. | 765,300 | $18.9M | 0.00% | +31,643+4.3% | Added |
| Invesco Ltd. | 1,570,839 | $38.7M | 0.01% | +1,570,839 | New |
| Renaissance Technologies LLC | 2,581,961 | $63.7M | 0.10% | −46,996−1.8% | Reduced |
| SageView Advisory Group, LLC | 2,517 | – | – | +2,517 | New |
| Veriti Management LLC | 0 | $0 | 0.00% | −27,806−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,186−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,099−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −6−100.0% | Sold out |