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 2024
Institutional positions in PLDT Inc. as of Jun 30, 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
- 0 vs. Q1 2024
- Shares held
- 6.55M
- −115.1K (−1.7%) vs. Q1 2024
- Total value
- $160.8M
- −$3.45M (−2.1%) vs. Q1 2024
- New holders
- 8
- 29 more added
- Sold out
- 8
- 26 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding PLDT Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 13 | $319 | 0.00% | +13 | New |
| True Wealth Design, LLC | 18 | $443 | 0.00% | +4+28.6% | Added |
| IFP Advisors, Inc | 30 | $737 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $786 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $1.03K | 0.00% | −7−14.3% | Reduced |
| Barclays PLC | 54 | $1.33K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $1.35K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 61 | $1.50K | 0.00% | −71−53.8% | Reduced |
| Prestige Wealth Management Group LLC | 68 | $1.68K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 110 | $2.70K | 0.00% | +110 | New |
| JFS Wealth Advisors, LLC | 111 | $2.73K | 0.00% | −10−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 147 | $3.61K | 0.00% | +138+1,533.3% | Added |
| CIBC Private Wealth Group, LLC | 165 | $4.19K | 0.00% | −160−49.2% | Reduced |
| Smartleaf Asset Management LLC | 194 | $4.70K | 0.00% | +194 | New |
| GPS Wealth Strategies Group, LLC | 202 | $4.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 251 | $6.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 270 | $6.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 413 | $10.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $12.3K | 0.00% | +466+1,370.6% | Added |
| JPMorgan Chase & Co | 544 | $13.4K | 0.00% | +312+134.5% | Added |
| Banque Cantonale Vaudoise | 727 | $18.0K | 0.00% | −269−27.0% | Reduced |
| JJJ Advisors Inc. | 783 | $19.2K | 0.00% | −58−6.9% | Reduced |
| GAMMA Investing LLC | 808 | $19.8K | 0.00% | +84+11.6% | Added |
| Royal Bank of Canada | 1,016 | $25.0K | 0.00% | −50−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,429 | $37.9K | 0.00% | +33+2.4% | Added |
| Lindbrook Capital, LLC | 2,299 | $56.5K | 0.01% | −45−1.9% | Reduced |
| CWM, LLC | 3,139 | $77.0K | 0.00% | +267+9.3% | Added |
| Legal & General Group Plc | 4,220 | $103.6K | 0.00% | −2,657−38.6% | Reduced |
| Ronald Blue Trust, Inc. | 4,709 | $116.1K | 0.00% | +3,753+392.6% | Added |
| Parallel Advisors, LLC | 4,761 | $116.9K | 0.00% | −126−2.6% | Reduced |
| Barometer Capital Management Inc. | 5,224 | $128.3K | 0.05% | −7,900−60.2% | Reduced |
| FMR LLC | 6,595 | $162.0K | 0.00% | −2,703−29.1% | Reduced |
| UBS Group AG | 7,629 | $187.4K | 0.00% | +50+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 8,566 | $210.0K | 0.00% | +8,566 | New |
| West Family Investments, Inc. | 9,072 | $222.8K | 0.07% | −11−0.1% | Reduced |
| Veriti Management LLC | 9,187 | $225.6K | 0.01% | +9,187 | New |
| Quantinno Capital Management LP | 9,836 | $241.6K | 0.00% | +9,836 | New |
| M&T Bank Corp | 10,110 | $248.3K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,439 | $256.4K | 0.00% | +1,719+19.7% | Added |
| Northern Trust Corp | 10,540 | $258.9K | 0.00% | +220+2.1% | Added |
| Ballentine Partners, LLC | 12,012 | $295.0K | 0.01% | −2,570−17.6% | Reduced |
| HRT Financial LP | 12,102 | $297.0K | 0.00% | +12,102 | New |
| Ritholtz Wealth Management | 12,173 | $299.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 12,381 | $304.1K | 0.00% | −465−3.6% | Reduced |
| Jane Street Group, LLC | 12,441 | $305.6K | 0.00% | −18,030−59.2% | Reduced |
| Marshall Wace, LLP | 13,720 | $337.0K | 0.00% | −5,380−28.2% | Reduced |
| Signaturefd, LLC | 14,012 | $344.1K | 0.01% | +308+2.2% | Added |
| The PNC Financial Services Group, Inc. | 14,613 | $358.9K | 0.00% | +123+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,749 | $362.2K | 0.00% | −10,800−42.3% | Reduced |
| CI Private Wealth, LLC | 14,927 | $366.6K | 0.00% | +91+0.6% | Added |
| US Bancorp | 15,136 | $371.7K | 0.00% | +1,369+9.9% | Added |
| JustInvest LLC | 16,341 | $396.3K | 0.01% | +2,903+21.6% | Added |
| MAI Capital Management | 17,148 | $421.2K | 0.00% | +17,148 | New |
| Kathmere Capital Management, LLC | 18,887 | $463.9K | 0.05% | +8,408+80.2% | Added |
| State Street Corp | 20,479 | $503.0K | 0.00% | +30+0.1% | Added |
| Goldman Sachs Group Inc | 21,559 | $529.5K | 0.00% | +11,719+119.1% | Added |
| Wetherby Asset Management Inc | 22,912 | $562.7K | 0.03% | −784−3.3% | Reduced |
| Bank of America Corp | 23,277 | $571.7K | 0.00% | +1,176+5.3% | Added |
| Johnson Investment Counsel Inc | 23,900 | $587.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 25,773 | $633.0K | 0.00% | +2,671+11.6% | Added |
| Rhumbline Advisers | 26,636 | $654.2K | 0.00% | −1,270−4.6% | Reduced |
| Ethic Inc. | 26,801 | $658.2K | 0.02% | −645−2.4% | Reduced |
| Citigroup Inc | 29,138 | $715.6K | 0.00% | −296−1.0% | Reduced |
| Quadrant Capital Group LLC | 29,766 | $731.1K | 0.05% | +1,560+5.5% | Added |
| Vident Advisory, LLC | 33,733 | $828.5K | 0.02% | +6,879+25.6% | Added |
| Gabelli Funds LLC | 43,000 | $1.06M | 0.01% | 00.0% | Unchanged |
| Oldfield Partners LLP | 45,000 | $1.11M | 0.21% | +500+1.1% | Added |
| Creative Planning | 56,050 | $1.38M | 0.00% | +9,169+19.6% | Added |
| O'Shaughnessy Asset Management, LLC | 64,870 | $1.59M | 0.02% | +26,993+71.3% | Added |
| Nia Impact Advisors, LLC | 82,993 | $2.04M | 0.73% | −3,749−4.3% | Reduced |
| American Century Companies Inc | 93,479 | $2.30M | 0.00% | +9,206+10.9% | Added |
| Dimensional Fund Advisors LP | 199,877 | $4.91M | 0.00% | −4,192−2.1% | Reduced |
| Morgan Stanley | 681,485 | $16.7M | 0.00% | +66,369+10.8% | Added |
| BlackRock Inc. | 765,820 | $18.8M | 0.00% | +520+0.1% | Added |
| Invesco Ltd. | 1,352,860 | $33.2M | 0.01% | −217,979−13.9% | Reduced |
| Renaissance Technologies LLC | 2,565,061 | $63.0M | 0.11% | −16,900−0.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −13,917−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |