BRISTOL-MYERS SQUIBB CO (BMY) Institutional Ownership Changes & 13F Activity

BRISTOL-MYERS SQUIBB CO (BMY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Renaissance Technologies LLC, Hancock Classic Value, Miller Value Partners, and Kahn Brothers Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2024Hancock Classic ValueBuy67,40914,201,746$734,798,338
Q3 2024Sequoia Financial AdvisorsBuy41,276142,955$7,396,507
Q3 2024Causeway Capital ManagementBuy23,103750,455$38,828,510
Q3 2024Miller Value PartnersBuy20,00080,000$4,139,200
Q3 2024Mairs & Power Growth FundSell-3,40025,982$1,344,309
Q3 2024Kahn Brothers GroupSell-1,150826,108$42,742,800
Q3 2024Hillman Value FundSell-84160,445$8,301,424
Q3 2024Matrix Advisors Value FundBuy155,619$290,727
Q2 2024Hancock Classic ValueBuy1,840,42414,134,337$586,999,016
Q2 2024Causeway Capital ManagementBuy727,352727,352$30,206,934
Q2 2024Dodge & Cox Stock FundSell-500,14315,766,898$654,799,274
Q2 2024Hillman Value FundBuy24,798160,529$6,666,769
Q2 2024Sequoia Financial AdvisorsSell-17,614101,679$4,222,727
Q2 2024Mairs & Power Growth FundSell-17,11529,382$1,220,234
Q2 2024Ariel Appreciation FundSell-14,902619,211$25,715,833
Q2 2024Kahn Brothers GroupSell-4,733827,258$34,355,534
Q2 2024Matrix Advisors Value FundBuy555,604$233,000
Q1 2024Hancock Classic ValueBuy6,701,09712,293,913$666,698,902
Q1 2024Ariel Appreciation FundSell-345,635634,113$34,387,948
Q1 2024Dodge & Cox Stock FundBuy66,75716,267,041$882,161,633
Q1 2024Miller Value PartnersBuy60,00060,000$3,253,800
Q1 2024Sequoia Financial AdvisorsBuy42,244119,293$6,469,241
Q1 2024Mairs & Power Growth FundSell-6,80546,497$2,521,532
Q1 2024Muhlenkamp & CoBuy3,285135,045$7,323,490
Q1 2024Kahn Brothers GroupSell-1,925831,991$45,118,723
Q1 2024Matrix Advisors Value FundBuy1095,549$300,922
Q4 2023Renaissance Technologies LLCBuy1,403,3122,432,166$124,794
Q4 2023Hancock Classic ValueBuy668,6225,592,816$286,967,389
Q4 2023Ariel Appreciation FundBuy326,789979,748$50,270,870
Q4 2023Sequoia Financial AdvisorsBuy42,30177,049$3,953,406

Frequently asked questions about BMY activity

  • Which institutional owners are buying BMY?

    Institutional owners buying BMY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BMY activity?

    "Buy" means an investor increased their reported position in BMY compared to the prior reporting period. This reflects growing exposure to BRISTOL-MYERS SQUIBB CO (BMY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BMY increasing?

    Institutional interest in BMY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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