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BMY

BMY 13F Holders & Ownership Data (2537 Funds)

Bristol-myers Squibb Co

+$9.2B

Net Activity

Institutions Holding

2537

Popularity Rank

#76

Avg Weight

0.26%

Total Value

$100.5B

Ownership Trend

2537 institutions currently hold BMY, with 1298 net buyers and 1036 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1036

Net Buying Institutions

1298

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$10.4B
VC
Vanguard Capital Management LLC
$8.0B
SS
State Street CORP
$6.0B
JC
Jpmorgan Chase & Co
$5.7B
CS
Charles Schwab Investment Management INC
$3.7B

Top 5 by Conviction

IF
Independent Franchise Partners LLP
9.03%
PI
Pzena Investment Management LLC
3.37%
PA
Pacer Advisors, Inc.
1.35%
PM
Primecap Management Co/ca/
1.19%
LA
Lsv Asset Management
1.16%
View all 2537 holding institutions

Across its top 20 institutional holders, BMY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 17/100).

Quarterly Activity

Recent Activity

+$48.9B

Total Buy Value

$43.8B

Total Sell Value

New buy240
Trim890
Add1058
Sold out146

1298

Net Buyers

1036

Net Sellers

Smart Money Convergence

BMY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Feb 25
Aug 25
BuySell
ActionInsiderTitleDateValue
SellElkins David VEVP, Chief Financial Officer2025-09-02$2.65M
SellShort Bartie WendyEVP, Corporate Affairs2025-08-02$17K
SellHickey BenjaminPresident, RayzeBio Org.2025-05-09$4K
BuyHirawat SamitEVP,Chief Med.Offr.,Drug Dev.2025-04-25$202K
BuyBOERNER CHRISTOPHER S.Chief Executive Officer2025-02-20$110K
BuyHirawat SamitEVP,Chief Med.Offr.,Drug Dev.2025-02-14$100K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

110122108, 11012210 , 110122908, 110122958

FAQ

Who are the top institutional investors holding BRISTOL-MYERS SQUIBB CO (BMY)?
Major stakeholders currently include BlackRock, Inc. ($10.4B), Vanguard Capital Management LLC ($8.0B), State Street CORP ($6.0B). Based on the latest 13F filings, there are a total of 2537 tracked investment funds and institutions maintaining positions in BMY.
What is the overall institutional sentiment toward BMY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $9.2B, driven by 1298 managers accumulating shares while 1036 reduced their exposure.
Which institutions have been selling or reducing their BMY positions?
In the latest period, 890 funds trimmed their holdings, and 146 managers completely exited their positions. The aggregate reported sell value was $43.8B.
Are there any notable investors adding BMY to their portfolios?
Yes, buying activity remains notable. 240 institutions opened new positions in {ticker}, and 1058 existing holders added to their shares. The total reported buy value for the quarter amounted to $48.9B.

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