Funds holding Bristol-Myers Squibb Company
3 funds declare a position · 0 ETFs and 3 other funds · 1.1K $ · US1101221406
Other lines from the same issuer : Bristol-Myers Squibb Co (US1101221083)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,675 | 891.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,534 | 178.3 $ | as of Mar 31, 2026 · Original filing | |
| 3 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 89 | 6.9 $ | as of Apr 30, 2026 · Original filing |
Institutional managers
16 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 109,175 | 12.7K $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 83,970 | 9.7K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 50,284 | 5.8K $ | as of Mar 31, 2026 |
| Purkiss Capital Advisors LLC | 26,450 | 3.1K $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 20,000 | 2.3K $ | as of Mar 31, 2026 |
| TWO SIGMA SECURITIES, LLC | 16,227 | 1.9K $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 15,000 | 1.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 4,171 | 484 $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 341 | 39 $ | as of Mar 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | 166 | 19 $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 119 | 14 $ | as of Mar 31, 2026 |
| OAKWORTH CAPITAL, INC. | 125 | 14 $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 23 | 3 $ | as of Mar 31, 2026 |
| Atlantic Edge Private Wealth Management, LLC | 16 | 2 $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 10 | 1 $ | as of Mar 31, 2026 |
| First Pacific Financial | 6 | 1 $ | as of Mar 31, 2026 |