• BEAR STEARNS COS INC Ownership Breakdown

  • Ownership Breakdown: BSC

    as of 3:00 AM EDT
    Large Block Holder Type Number  
    Institutions 413
     
    Total Number of Shares Held
    240.77 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 830
    Other Major 14
    Total Number of Large Block Holders 1,257
  • Top 10 Institutional Holders: BSC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Wilmington Trust FSB (Boston) 27.34 M 2.18 B 72.56% 11.35% Medium
    J.P. Morgan Investment Management Inc. (New York) 119 M 1.28 B 1.04% 49.43% Low
    Legg Mason Capital Management, Inc. 5.73 M 505.92 M 0.82% 2.38% Low
    Private Capital Management, LP 5.54 M 489.02 M 3.60% 2.30% Low
    Van Kampen Asset Management Inc. 4.48 M 395.57 M 0.53% 1.86% Low
    Barclays Global Investors, N.A. 3.68 M 324.42 M 0.04% 1.53% Low
    State Street Global Advisors (US) 3.55 M 313.35 M 0.05% 1.47% Low
    Janus Capital Management LLC 2.74 M 241.65 M 0.24% 1.14% Low
    Vanguard Group, Inc. 3.27 M 34.33 M 0.01% 1.36% Low
    Merrill Lynch & Company, Inc. 3.11 M 32.60 M 0.04% 1.29% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    74.11%
    Top 25 Holders
    82.60%
    Top 50 Holders
    87.02%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: BSC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Vanguard Windsor II Fund 7.87 M 705.34 M 1.55% 3.27% Low
    Vanguard 500 Index Fund 1.1 M 96.78 M 0.08% 0.46% Low
    CREF Stock Account 696,560 85.54 M 0.06% 0.29% Low
    American Beacon Large Cap Value Fund 901,750 80.84 M 1.03% 0.37% Low
    Vanguard Total Stock Market Index Fund 729,120 64.34 M 0.06% 0.30% Low
    Nordea 1 Sicav - North American Value Fund (USD) 702,512 62.00 M 4.49% 0.29% Low
    Vanguard Institutional Index Fund 640,995 56.57 M 0.08% 0.27% Low
    Pioneer Independence Fund 662,303 52.89 M 4.99% 0.28% High
    MFS Total Return Fund 504,600 45.24 M 0.80% 0.21% Medium
    SPDR Trust Series 1 690,064 7.40 M 0.01% 0.29% Low

    Total % of Shares Owned by:

    Top 10 Holders
    6.02%
    Top 25 Holders
    8.04%
    Top 50 Holders
    9.77%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: BSC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Cayne (James E) 5.84 M 466.30 M 2.43% Low
    Lewis (Joseph) 12.14 M 127.31 M 5.04% Low
    Schwartz (Alan D) 1.03 M 90.86 M 0.43% Low
    Glickman (Carl D) 294,969 26.44 M 0.12% Low
    Spector (Warren J) 78,469 11.80 M 0.03%
    Molinaro (Samuel L Jr) 49,423 7.43 M 0.02%
    Novelly (Paul A) 33,534 2.68 M 0.01% Low
    Greenberg (Alan C) 16,818 1.48 M 0.01% Low
    BNP Paribas Arbitrage SA 117,426 1.23 M 0.05% High
    KBC Group NV 4,372 385,829.00 0.00% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    8.14%
    Top 25 Holders
    8.14%
    Top 50 Holders
    8.14%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.