Institutional filer · SEC 13F · Q4 2024
BRISTOL JOHN W & CO INC /NY/
The reported 13F portfolio of BRISTOL JOHN W & CO INC /NY/ (CIK 276101) - top holdings, how concentrated the book is, and what changed last quarter.
- $3.2B
- Reported book
- 61
- Positions
- #32
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, BRISTOL JOHN W & CO INC /NY/ ranks #32 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $3.2B across 61 positions, a moderately concentrated portfolio.
- $3.2B
- reported 13F value
- 61
- disclosed positions
- 11.5%
- in AMAZON COM INC
- #32
- of 360 filers
Top-5 share 42.9% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, BRISTOL JOHN W & CO INC /NY/ ranks #32 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where BRISTOL JOHN W & CO INC /NY/ sits by disclosed position count
BRISTOL JOHN W & CO INC /NY/ reports 61 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
BRISTOL JOHN W & CO INC /NY/ vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
61 245th of 360 higher than 115 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
BRISTOL JOHN W & CO INC /NY/ reports a book ($3.2B) concentrated across only 61 disclosed positions -- fewer than the 373-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 276101 · Q4 2024 $3.2B book
BOOK-HEAVY · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #32/360
- POS-FOCUS 61 names
- CONC-HEAVY 43% top-5
- LEAD-HEAVY 11.5% top
- PHOTO-FINISH Munro Partners
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Munro Partners
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · BRISTOL JOHN W & CO INC /NY/
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$3.2B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | AMAZON COM INC | $368.5M | 11.5% |
| 2 | ARISTA NETWORKS INC | $298.3M | 9.3% |
| 3 | APPLE INC | $267.2M | 8.3% |
| 4 | JPMORGAN CHASE & CO. | $221.9M | 6.9% |
| 5 | NETFLIX INC | $216.2M | 6.8% |
| 6 | MASTERCARD INCORPORATED | $211.8M | 6.6% |
| 7 | BERKSHIRE HATHAWAY INC DEL | $155.1M | 4.8% |
| 8 | TESLA INC | $128.5M | 4.0% |
| 9 | TRANSDIGM GROUP INC | $115.5M | 3.6% |
| 10 | CANADIAN PACIFIC KANSAS CITY | $113.8M | 3.6% |
| 11 | DELTA AIR LINES INC DEL | $110.7M | 3.5% |
| 12 | TEXAS INSTRS INC | $104.4M | 3.3% |
| 13 | NVIDIA CORPORATION | $98.9M | 3.1% |
| 14 | STARBUCKS CORP | $92.4M | 2.9% |
| 15 | ROSS STORES INC | $91.3M | 2.9% |
| 16 | SBA COMMUNICATIONS CORP NEW | $85.0M | 2.7% |
| 17 | MOODYS CORP | $83.8M | 2.6% |
| 18 | JOHNSON & JOHNSON | $70.8M | 2.2% |
| 19 | CHARTER COMMUNICATIONS INC N | $67.6M | 2.1% |
| 20 | SCHWAB CHARLES CORP | $65.6M | 2.0% |
| 21 | DOLLAR GEN CORP NEW | $55.1M | 1.7% |
| 22 | UBER TECHNOLOGIES INC | $52.9M | 1.6% |
| 23 | DEERE & CO | $47.8M | 1.5% |
| 24 | MICROSOFT CORP | $12.5M | 0.4% |
| 25 | ALPHABET INC | $8.8M | 0.3% |
Latest Quarter Trades · Q4 2024
New positions (61)
Frequently Asked Questions
- How big is BRISTOL JOHN W & CO INC /NY/'s 13F portfolio?
- BRISTOL JOHN W & CO INC /NY/ reports $3.2B of long US-equity positions across 61 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does BRISTOL JOHN W & CO INC /NY/ sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, BRISTOL JOHN W & CO INC /NY/ ranks #32 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is BRISTOL JOHN W & CO INC /NY/'s largest position?
- BRISTOL JOHN W & CO INC /NY/'s largest reported position is AMAZON COM INC at $368.5M, about 11.5% of its reported book as of Q4 2024.
- What did BRISTOL JOHN W & CO INC /NY/ trade last quarter?
- In its Q4 2024 filing, BRISTOL JOHN W & CO INC /NY/ opened 61 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for BRISTOL JOHN W & CO INC /NY/: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($3.2B here).
Similar holding count
Nearest filers by number of disclosed positions (61 here).
Using this filing
- The rankings sort every tracked filer the same way BRISTOL JOHN W & CO INC /NY/ was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Munro Partners reported the nearest book value ($3.2B) this quarter, a useful scale comparison for BRISTOL JOHN W & CO INC /NY/. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.