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, Q3 2024
Institutional positions in PLDT Inc. as of Sep 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
- 81
- +7 vs. Q2 2024
- Shares held
- 6.62M
- +839.7K (+14.5%) vs. Q2 2024
- Total value
- $175.8M
- +$33.7M (+23.8%) vs. Q2 2024
- New holders
- 12
- 34 more added
- Sold out
- 5
- 17 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding PLDT Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 18 | $484 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18 | $484 | 0.00% | +5+38.5% | Added |
| Bell Investment Advisors, Inc | 18 | $484 | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 27 | $726 | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 32 | $860 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 36 | $968 | 0.00% | +36 | New |
| Abound Wealth Management | 42 | $1.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $1.24K | 0.00% | +16+53.3% | Added |
| Barclays PLC | 54 | $1.45K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $1.48K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 62 | $1.66K | 0.00% | +1+1.6% | Added |
| Prestige Wealth Management Group LLC | 68 | $1.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $2.98K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 167 | $4.48K | 0.00% | +2+1.2% | Added |
| Advisor Group Holdings, Inc. | 173 | $4.65K | 0.00% | +26+17.7% | Added |
| GPS Wealth Strategies Group, LLC | 202 | $5.43K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 251 | $6.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 270 | $7.26K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 300 | $8.06K | 0.00% | −200−40.0% | Reduced |
| Deutsche Bank AG | 300 | $8.06K | 0.00% | +300 | New |
| Allworth Financial LP | 413 | $11.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 655 | $18.0K | 0.00% | +461+237.6% | Added |
| Banque Cantonale Vaudoise | 727 | $20.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 843 | $22.7K | 0.00% | +299+55.0% | Added |
| Royal Bank of Canada | 963 | $26.0K | 0.00% | −53−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,039 | $27.9K | 0.00% | +1,039 | New |
| GAMMA Investing LLC | 1,198 | $32.2K | 0.00% | +390+48.3% | Added |
| Arrowstreet Capital, Limited Partnership | 80,525 | $38.5K | 0.00% | +71,959+840.1% | Added |
| EverSource Wealth Advisors, LLC | 1,739 | $46.7K | 0.00% | +310+21.7% | Added |
| Lindbrook Capital, LLC | 2,194 | $59.0K | 0.01% | −105−4.6% | Reduced |
| CWM, LLC | 2,890 | $78.0K | 0.00% | −249−7.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,943 | $79.1K | 0.00% | +2,943 | New |
| Legal & General Group Plc | 4,220 | $113.4K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 5,224 | $140.4K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,758 | $154.8K | 0.00% | +997+20.9% | Added |
| FMR LLC | 6,565 | $176.5K | 0.00% | −30−0.5% | Reduced |
| UBS Group AG | 7,770 | $208.9K | 0.00% | +141+1.8% | Added |
| Jane Street Group, LLC | 7,880 | $211.8K | 0.00% | −4,561−36.7% | Reduced |
| Ascent Group, LLC | 8,118 | $218.2K | 0.02% | +8,118 | New |
| Citadel Advisors LLC | 8,204 | $220.5K | 0.00% | +8,204 | New |
| West Family Investments, Inc. | 8,693 | $233.7K | 0.08% | −379−4.2% | Reduced |
| M&T Bank Corp | 10,110 | $271.8K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,319 | $277.4K | 0.00% | −120−1.1% | Reduced |
| Veriti Management LLC | 10,570 | $284.1K | 0.02% | +1,383+15.1% | Added |
| Northern Trust Corp | 10,779 | $289.7K | 0.00% | +239+2.3% | Added |
| Allianz SE | 10,893 | $292.8K | 0.01% | +10,893 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,020 | $296.2K | 0.00% | −3,729−25.3% | Reduced |
| Goldman Sachs Group Inc | 11,572 | $311.1K | 0.00% | −9,987−46.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,035 | $323.5K | 0.00% | −2,578−17.6% | Reduced |
| Ronald Blue Trust, Inc. | 13,883 | $341.0K | 0.00% | +9,174+194.8% | Added |
| Ballentine Partners, LLC | 12,838 | $345.1K | 0.01% | +826+6.9% | Added |
| Quantinno Capital Management LP | 13,495 | $362.8K | 0.00% | +3,659+37.2% | Added |
| Robeco Institutional Asset Management B.V. | 13,946 | $374.9K | 0.00% | +1,565+12.6% | Added |
| Signaturefd, LLC | 14,047 | $377.6K | 0.01% | +35+0.2% | Added |
| Cerity Partners LLC | 14,204 | $381.8K | 0.00% | +14,204 | New |
| UniSuper Management Pty Ltd | 14,538 | $390.8K | 0.00% | +14,538 | New |
| US Bancorp | 14,592 | $392.2K | 0.00% | −544−3.6% | Reduced |
| CI Private Wealth, LLC | 15,393 | $413.8K | 0.00% | +466+3.1% | Added |
| JustInvest LLC | 19,724 | $530.2K | 0.01% | +3,383+20.7% | Added |
| State Street Corp | 20,289 | $545.4K | 0.00% | −190−0.9% | Reduced |
| Wetherby Asset Management Inc | 22,330 | $600.2K | 0.03% | −582−2.5% | Reduced |
| Johnson Investment Counsel Inc | 23,900 | $642.4K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 24,147 | $649.1K | 0.00% | +870+3.7% | Added |
| Guggenheim Capital LLC | 24,160 | $649.4K | 0.00% | −1,613−6.3% | Reduced |
| Ethic Inc. | 26,874 | $667.1K | 0.02% | +73+0.3% | Added |
| Kathmere Capital Management, LLC | 25,120 | $675.2K | 0.06% | +6,233+33.0% | Added |
| Rhumbline Advisers | 26,636 | $716.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 29,459 | $791.9K | 0.00% | +321+1.1% | Added |
| Quadrant Capital Group LLC | 30,922 | $831.2K | 0.06% | +1,156+3.9% | Added |
| Vident Advisory, LLC | 42,022 | $1.13M | 0.03% | +8,289+24.6% | Added |
| Gabelli Funds LLC | 43,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| Oldfield Partners LLP | 45,400 | $1.22M | 0.26% | +400+0.9% | Added |
| Creative Planning | 67,897 | $1.83M | 0.00% | +11,847+21.1% | Added |
| O'Shaughnessy Asset Management, LLC | 78,771 | $2.06M | 0.02% | +13,901+21.4% | Added |
| Nia Impact Advisors, LLC | 84,481 | $2.27M | 0.75% | +1,488+1.8% | Added |
| American Century Companies Inc | 96,846 | $2.60M | 0.00% | +3,367+3.6% | Added |
| Dimensional Fund Advisors LP | 200,309 | $5.39M | 0.00% | +432+0.2% | Added |
| Morgan Stanley | 685,991 | $18.4M | 0.00% | +4,506+0.7% | Added |
| BlackRock, Inc. | 805,869 | $21.7M | 0.00% | +805,869 | New |
| Invesco Ltd. | 1,282,773 | $34.5M | 0.01% | −70,087−5.2% | Reduced |
| Renaissance Technologies LLC | 2,540,661 | $68.3M | 0.10% | −24,400−1.0% | Reduced |
| MAI Capital Management | 0 | $0 | 0.00% | −17,148−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,720−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −12,173−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,102−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |