Bristol-Myers Squibb Company (BMY) Bundle
Who Invests in Bristol-Myers Squibb Company (BMY) and Why?
Investor Composition and Investment Profile
As of Q4 2023, the investor landscape for the pharmaceutical company reveals a detailed breakdown:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 78.4% |
| Mutual Funds | 42.6% |
| Individual/Retail Investors | 21.6% |
| Hedge Funds | 12.3% |
Top Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 5.4% ownership
- Capital World Investors: 4.9% ownership
Investment Motivations
Key investment drivers include:
- Dividend Yield: 4.8%
- Price-to-Earnings Ratio: 14.3
- Market Capitalization: $148.3 billion
- Dividend Payout: $2.16 per share annually
Investment Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 62.5% |
| Value Investing | 22.3% |
| Short-Term Trading | 15.2% |
Institutional Ownership and Major Shareholders of Bristol-Myers Squibb Company (BMY)
Investor Composition and Investment Profile
As of Q4 2023, the investor landscape for the pharmaceutical company reveals a detailed breakdown:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 78.4% |
| Mutual Funds | 42.6% |
| Individual/Retail Investors | 21.6% |
| Hedge Funds | 12.3% |
Top Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 5.4% ownership
- Capital World Investors: 4.9% ownership
Investment Motivations
Key investment drivers include:
- Dividend Yield: 4.8%
- Price-to-Earnings Ratio: 14.3
- Market Capitalization: $148.3 billion
- Dividend Payout: $2.16 per share annually
Investment Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 62.5% |
| Value Investing | 22.3% |
| Short-Term Trading | 15.2% |
Key Investors and Their Influence on Bristol-Myers Squibb Company (BMY)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership of the company stands at 75.4%, representing significant investment from major financial institutions.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 335,678,912 | 9.2% |
| BlackRock Inc. | 298,456,123 | 8.1% |
| State Street Corporation | 221,345,678 | 6.0% |
| Fidelity Management & Research | 187,654,321 | 5.1% |
Recent ownership changes reveal notable trends:
- Institutional investors increased holdings by 3.6% in the last quarter
- Net institutional purchases totaled $1.2 billion
- Foreign institutional ownership increased to 22.7%
Institutional investors' total holdings: $42.3 billion
Key ownership metrics demonstrate significant institutional confidence, with top 10 institutional investors controlling 45.8% of total outstanding shares.
Market Impact and Investor Sentiment of Bristol-Myers Squibb Company (BMY)
Key Investors and Their Impact on Stock
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Outstanding Shares |
|---|---|---|
| Vanguard Group Inc | 204,685,362 | 9.4% |
| BlackRock Inc | 190,456,712 | 8.7% |
| State Street Corporation | 133,987,456 | 6.1% |
Notable recent investor moves include:
- Increased stake by Capital World Investors: $1.2 billion
- Significant purchase by Dodge & Cox: $845 million
- Reduction in holdings by Dimensional Fund Advisors: 3.2% decrease
Institutional ownership details:
- Total institutional ownership: 72.3%
- Institutional investors count: 1,246
- Hedge fund ownership: 15.6%
Activist investor activities:
- Elliott Management increased position by $675 million
- Third Point LLC added $423 million in new shares
Insider ownership breakdown:
| Category | Percentage |
|---|---|
| Executive Insider Ownership | 0.8% |
| Institutional Ownership | 72.3% |
| Retail Investor Ownership | 26.9% |
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