STOCK TITAN

Capital International Investors reports 4.8% stake in Philip Morris (NYSE: PM)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Philip Morris International Inc. ownership disclosure: Capital International Investors amended its Schedule 13G to report beneficial ownership of 74,180,496 shares, representing 4.8% of the 1,558,530,268 shares believed outstanding. The filing shows sole voting power for 73,091,357 shares and sole dispositive power for 74,180,496 shares.

Positive

  • None.

Negative

  • None.

Insights

CII reports a passive 4.8% stake with sole voting and dispositive control.

Capital International Investors' amendment states beneficial ownership of 74,180,496 shares and a 4.8% stake of the 1,558,530,268 shares believed outstanding. The filing characterizes the holding as passive under Schedule 13G/A conventions.

Holding size is below common activist thresholds; subsequent SEC filings would show any change in intent or additional disclosure.

Voting and dispositive power are concentrated within CII's management structure.

The amendment attributes sole voting power for 73,091,357 shares and sole dispositive power for 74,180,496 shares to Capital International Investors and its affiliated investment management entities. The text lists the managing entities that collectively provide services under the CII name.

Any change from passive to active status would require a different disclosure form; monitor future amendments for shifts in intent.

Beneficial ownership 74,180,496 shares amount beneficially owned as stated in the amendment
Percent of class 4.8% percent of class based on 1,558,530,268 shares believed outstanding
Shares believed outstanding 1,558,530,268 shares shares believed to be outstanding used to compute percent
Sole voting power 73,091,357 shares shares for which filer has sole power to vote
Schedule 13G/A regulatory
"Capital International Investors amended its Schedule 13G to report beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"CII is deemed to be the beneficial owner of 74,180,496 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 74,180,496"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google





718172109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital International Investors
Signature:Aaron Espin
Name/Title:Senior Vice President
Date:05/13/2026

FAQ

What stake does Capital International Investors hold in Philip Morris (PM)?

Capital International Investors reports beneficial ownership of 74,180,496 shares, equal to 4.8% of the 1,558,530,268 shares believed outstanding according to the amendment.

Does Capital International Investors have voting control over its Philip Morris shares?

The filing states sole voting power for 73,091,357 shares, indicating voting authority over most of its reported 74,180,496 beneficially owned shares.

What form was filed to report this ownership and why does it matter?

An amendment to Schedule 13G was filed; this form is used for passive institutional investors to disclose beneficial ownership when ownership exceeds certain thresholds.

Are the holdings shown as direct or through affiliated entities?

The amendment attributes ownership to Capital International Investors and its affiliated investment management entities, listing divisions and subsidiaries that collectively provide investment management services under the CII name.

When was the Schedule 13G/A amendment signed?

The filing bears a signature dated 05/13/2026 by Aaron Espin, Senior Vice President, certifying the amended disclosure.