PLDT Inc.-Spon ADRPHI

13F holders, Q1 2024 (March 31)
76holders
1famous investor
$24.75avg. 13F price*

At the end of Q1 2024, 76 institutions reported holding PLDT Inc.-Spon ADR (PHI) in their 13F filings. The largest holders were Renaissance Technologies ($63.7M), Invesco Ltd. ($38.7M) and BlackRock Inc. ($18.9M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
PLDT Inc.-Spon ADR
CUSIP
69344D408
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 76Q1 2024Q2 2024: 76Q2 2024Q3 2024: 81Q3 2024Q4 2024: 75Q4 2024Q1 2025: 80Q1 2025Q2 2025: 87Q2 2025Q3 2025: 80Q3 2025Q4 2025: 95Q4 2025Q1 2026: 103Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$41.3M
Exits9$1.0M

Ownership 76 holders

Renaissance Technologies 0.10% Reduce -1.8% 2,581,961 $63.7M
Invesco Ltd. 0.01% New 1,570,839 $38.7M
BlackRock Inc. 0.00% Add +4.3% 765,300 $18.9M
Morgan Stanley 0.00% Add +8.8% 615,116 $15.2M
Dimensional Fund Advisors LP 0.00% Add +0.1% 204,069 $5.0M
Nia Impact Advisors, LLC 0.85% — 86,742 $2.1M
American Century Companies Inc. 0.00% Add +2.3% 84,273 $2.1M
Creative Planning 0.00% Add +38.0% 46,881 $1.2M
Oldfield Partners LLP 0.15% No change 44,500 $1.1M
Gabelli Funds LLC 0.01% Reduce -3.4% 43,000 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +337.8% 37,877 $934K
Jane Street Group, LLC 0.00% New 30,471 $751K
Citigroup Inc. 0.00% Add +0.8% 29,434 $726K
Quadrant Capital Group LLC 0.06% Add +29.6% 28,206 $696K
Rhumbline Advisers 0.00% Add +0.4% 27,906 $688K
Ethic Inc. 0.02% Reduce -9.2% 27,446 $677K
Vident Advisory, LLC 0.01% Add +91.2% 26,854 $662K
SageView Advisory Group, LLC 0.03% New 2,517 $661K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +62.2% 25,549 $630K
Johnson Investment Counsel Inc. 0.01% Add +14.9% 23,900 $589K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -6.0% 23,696 $584K
Guggenheim Capital LLC 0.00% Add +3.2% 23,102 $570K
Bank of America Corp. 0.00% Add +0.7% 22,101 $545K
State Street Corp. 0.00% Reduce -0.6% 20,449 $521K
Marshall Wace, LLP 0.00% Reduce -66.0% 19,100 $471K
Corient Private Wealth LP 0.00% Add +8.8% 14,836 $366K
Ballentine Partners, LLC 0.01% Add +23.3% 14,582 $360K
PNC Financial Services Group, Inc. 0.00% Add +4.7% 14,490 $357K
Bank of Montreal 0.00% New 13,917 $348K
US Bancorp \de 0.00% Reduce -4.4% 13,767 $339K
Signaturefd, LLC 0.01% Add +0.9% 13,704 $338K
Vanguard Personalized Indexing Management, LLC 0.01% Add +32.2% 13,438 $331K
Robeco Institutional Asset Management B.V. 0.00% No change 12,846 $317K
Barometer Capital Management Inc. 0.08% Add +162.5% 13,124 $312K
Ritholtz Wealth Management 0.01% New 12,173 $300K
Kathmere Capital Management, LLC 0.03% New 10,479 $258K
Northern Trust Corp. 0.00% Reduce -7.7% 10,320 $254K
M&T Bank Corp 0.00% Reduce -0.1% 10,110 $249K
Cerity Partners LLC 0.00% Add +11.5% 10,046 $248K
Goldman Sachs Group Inc. 0.00% New 9,840 $243K
FMR LLC 0.00% Reduce -7.7% 9,298 $229K
West Family Investments, Inc. 0.07% Reduce -3.3% 9,083 $224K
Sequoia Financial Advisors, LLC 0.00% Add +0.8% 8,720 $215K
UBS Group AG 0.00% Add +0.5% 7,579 $187K
Legal & General Group Plc 0.00% No change 6,877 $169K
Concourse Financial Group Securities, Inc. 0.01% Add +0.0% 5,274 $134K
Parallel Advisors, LLC 0.00% Add +24.4% 4,887 $121K
Cwm, LLC 0.00% Add +9.1% 2,872 $71K
Lindbrook Capital, LLC 0.01% Add +26.1% 2,344 $58K
EverSource Wealth Advisors, LLC 0.00% Add +141.9% 1,396 $33K
Royal Bank of Canada 0.00% Reduce -1.5% 1,066 $26K
Banque Cantonale Vaudoise 0.00% Reduce -13.8% 996 $25K
Blue Trust, Inc. 0.00% Reduce -44.1% 956 $24K
Janiczek Wealth Management, LLC 0.00% Reduce -16.6% 841 $21K
GAMMA Investing LLC 0.00% Add +52.7% 724 $18K
Allworth Financial LP 0.00% Add +5.4% 413 $10K
CIBC Private Wealth Group LLC 0.00% New 325 $8K
Avior Wealth Management, LLC 0.00% New 270 $7K
WealthCollab, LLC 0.00% No change 251 $6K
JPMorgan Chase & Co. 0.00% Add +169.8% 232 $6K
GPS Wealth Strategies Group, LLC 0.00% No change 202 $5K
Towne Trust Company, N.A 0.00% New 150 $4K
Wells Fargo & Company 0.00% Add +13100.0% 132 $3K
JFS Wealth Advisors, LLC 0.00% Add +3.4% 121 $3K
EntryPoint Capital, LLC 0.00% Reduce -93.2% 103 $3K
BNP Paribas Financial Markets 0.00% New 91 $2K
Prestige Wealth Management Group LLC 0.00% No change 68 $2K
Harbor Investment Advisory, LLC 0.00% No change 55 $1K
Barclays PLC 0.00% No change 54 $1K
Abound Wealth Management 0.00% Reduce -5.8% 49 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 34 $838
Raffa Wealth Management, LLC 0.00% No change 32 $789
UMB Bank, n.a. 0.00% No change 32 $789
IFP Advisors, Inc 0.00% New 30 $740
True Wealth Design, LLC 0.00% Add +55.6% 14 $346
Osaic Holdings, Inc. 0.00% Reduce -78.6% 9 $229

"% of holder's portfolio" is PHI's weight in each manager's 13F, not the share of PLDT Inc.-Spon ADR the manager owns.