BMY Stock Ownership Activity

BRISTOL-MYERS SQUIBB CO 13F holders

6 value investing gurus have made changes to the BRISTOL-MYERS SQUIBB CO (BMY) position according to the gurus' latest SEC quarterly report(s). BMY has been bought (as a new position) by 2, completely sold out by 2 guru(s), the number of BMY shares has been decreased by 2 super investor(s).

Which gurus or hedge funds are buying BMY now?

According to the latest SEC filing(s) BRISTOL-MYERS SQUIBB CO (BMY) has been bought by 2 gurus: Sarah Ketterer - Causeway Capital Management (new buy) and Mark A. Hillman - Hillman Value Fund (new buy).

To see more about who is investing in BRISTOL-MYERS SQUIBB CO (BMY), please go to the BMY ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q2 (6 results)
Mark A. Hillman
Hillman Value Fund
buy
+154,000
+2.82%
2.82%
Sarah Ketterer
Causeway Capital Management
buy
+534,603
+0.82%
0.61%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-0.57%
-4,733
-0.03%
5.77%
Independent Franchise Partners
US Equity Fund
-4.31%
-80,598
-0.18%
3.95%
Ronald Muhlenkamp
Muhlenkamp & Co
-100.00%
-135,045
-2.29%
0.00%
Jim Cullen
Cullen Value Fund
-100.00%
-6,977
-2.57%
0.00%
Current price: $52.76 27.04% AVG reported price*: $41.53
2024 Q1 (4 results)
Bill Miller
Miller Value Partners
buy
+60,000
+2.24%
2.24%
Independent Franchise Partners
US Equity Fund
+7.60%
+132,049
+0.37%
5.20%
Ronald Muhlenkamp
Muhlenkamp & Co
+2.49%
+3,285
+0.05%
0.00%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-0.23%
-1,925
-0.02%
6.69%
Current price: $52.76 2.71% AVG reported price*: $54.23
2023 Q4 (4 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+1.56%
+2,028
+0.03%
2.21%
Independent Franchise Partners
US Equity Fund
-0.96%
-16,838
-0.05%
4.81%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-2.09%
-17,783
-0.14%
6.74%
Jim Cullen
Cullen Value Fund
-6.41%
-597
-0.17%
2.02%
Current price: $52.76 2.82% AVG reported price*: $51.31
2023 Q3 (5 results)
Independent Franchise Partners
US Equity Fund
+9.81%
+156,618
+0.52%
5.78%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.53%
+60,300
+0.00%
0.73%
Ronald Muhlenkamp
Muhlenkamp & Co
+0.13%
+163
+0.00%
2.60%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-2.24%
-19,545
-0.18%
7.72%
Jim Cullen
Cullen Value Fund
-6.04%
-628
-0.20%
2.72%
Current price: $52.76 9.10% AVG reported price*: $58.04
2023 Q2 (6 results)
Independent Franchise Partners
US Equity Fund
+18.21%
+246,011
+0.84%
5.47%
Ronald Muhlenkamp
Muhlenkamp & Co
+0.48%
+619
+0.01%
2.94%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.36%
+40,000
+0.00%
0.79%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-3.25%
-29,312
-0.30%
8.99%
Jim Cullen
Cullen Value Fund
-7.77%
-979
-0.29%
3.35%
Robert Torray
Torray Fund
-100.00%
-92,133
-3.47%
0.00%
Current price: $52.76 19.13% AVG reported price*: $65.24
2023 Q1 (3 results)
Independent Franchise Partners
US Equity Fund
-0.20%
-2,751
-0.01%
5.55%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-1.47%
-13,445
-0.13%
8.98%
David Rolfe
Wedgewood Partners
-100.00%
-4,175
-0.05%
0.00%
Current price: $52.76 23.88% AVG reported price*: $69.31
2022 Q4 (4 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+0.15%
+197
+0.01%
3.93%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-1.09%
-10,092
-0.10%
8.66%
Independent Franchise Partners
US Equity Fund
-3.04%
-35,466
-0.20%
5.20%
David Rolfe
Wedgewood Partners
-23.04%
-1,250
-0.02%
0.00%
Current price: $52.76 26.67% AVG reported price*: $71.95
2022 Q3 (6 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+0.94%
+981
+0.04%
3.35%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-0.51%
-4,772
-0.05%
10.24%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-4.54%
-441,622
-0.05%
0.85%
David Rolfe
Wedgewood Partners
-8.44%
-405
-0.01%
0.06%
Jim Cullen
Cullen Value Fund
-8.93%
-1,288
-0.44%
4.48%
Robert Torray
Torray Fund
-14.33%
-19,232
-0.66%
2.87%
Current price: $52.76 25.76% AVG reported price*: $71.07
2022 Q2 (8 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+0.51%
+477
+0.02%
3.38%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
+0.34%
+3,137
+0.03%
9.63%
Robert Torray
Torray Fund
-13.72%
-29,231
-0.74%
4.67%
David Rolfe
Wedgewood Partners
-14.44%
-1,000
-0.01%
0.08%
Independent Franchise Partners
US Equity Fund
-16.13%
-214,830
-1.30%
5.42%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-32.69%
-3,608,010
-0.53%
0.68%
Michael Burry
Scion Asset Management
-100.00%
-300,000
-662.10%
0.00%
Mark A. Hillman
Hillman Value Fund
-100.00%
-93,000
-3.26%
0.00%
Current price: $52.76 31.48% AVG reported price*: $76.99
46 of 170

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.