BRISTOL-MYERS SQUIBB CO BMY

US Healthcare Pharmaceutical Preparations
$58.13
+4.2%
52w: $41.21 – $61.04

Latest 13F among current holders filed 2 days ago (Jul 2, 2026)

Price — last 12 months

research preview data
41.2151.1361.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.5K
+68 QoQ
13F value
$97.83B
+10.2% QoQ
Smart-money holders
271
signal tier ≥ 2
New smart buyers
30
Q1 2026
Options barometer
1.1×
$1.34B calls / $1.25B puts

Institutional value by quarter

$95.42B
Q1 2024
$66.97B
Q2 2024
$84.06B
Q3 2024
$90.51B
Q4 2024
$99.49B
Q1 2025
$76.69B
Q2 2025
$75.52B
Q3 2025
$88.80B
Q4 2025
$97.83B
Q1 2026

Number of holders

2.3K
Q1 2024
2.1K
Q2 2024
2.3K
Q3 2024
2.5K
Q4 2024
2.5K
Q1 2025
2.3K
Q2 2025
2.3K
Q3 2025
2.4K
Q4 2025
2.5K
Q1 2026

Who owns BMY?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider171.7M$10.41B0.2%-2.9%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical132.3M$8.03B0.2%
STATE STREET CORP Index provider98.6M$5.98B0.2%+0.6%
JPMORGAN CHASE & CO Bank broker92.5M$5.52B0.4%+22.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider61.1M$3.71B0.6%-14.3%
GEODE CAPITAL MANAGEMENT, LLC Index provider55.3M$3.34B0.2%+5.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical46.2M$2.80B0.1%
BANK OF AMERICA CORP /DE/ Bank broker32.6M$1.98B0.1%+116.4%
AQR CAPITAL MANAGEMENT LLC Quant stat arb29.6M$1.80B0.8%+14.9%
MORGAN STANLEY Bank broker29.2M$1.77B0.1%+3.0%
AMERIPRISE FINANCIAL INC Bank broker26.5M$1.61B0.4%-5.7%
PRIMECAP MANAGEMENT CO/CA/ ★2Long only active25.0M$1.52B1.2%+0.4%
NORTHERN TRUST CORP Index provider24.8M$1.50B0.2%+0.7%
Bank of New York Mellon Corp Diversified mechanical23.3M$1.41B0.3%-4.9%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker22.7M$1.38B0.3%+6.0%
Independent Franchise Partners LLP ★3Fundamental concentrated21.3M$1.29B9.0%+2.1%
DIMENSIONAL FUND ADVISORS LP Quant stat arb18.8M$1.14B0.2%+2.9%
PZENA INVESTMENT MANAGEMENT LLC ★2Fundamental diversified17.1M$1.04B3.4%-4.7%
Legal & General Group Plc Diversified mechanical16.9M$1.02B0.2%-2.8%
Invesco Ltd. Index provider15.5M$940.7M0.1%-7.9%
GOLDMAN SACHS GROUP INC Bank broker14.1M$852.4M0.1%-23.4%
SCHRODER INVESTMENT MANAGEMENT GROUP Diversified mechanical12.2M$742.1M0.6%-2.5%
ACADIAN ASSET MANAGEMENT LLC Quant stat arb11.9M$720.9M1.0%+99.0%
TWO SIGMA INVESTMENTS, LP Quant stat arb11.5M$699.6M0.6%+147.4%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical11.5M$698.5M0.2%
ROYAL BANK OF CANADA Bank broker11.0M$664.6M0.1%-13.3%
FMR LLC Long only active10.7M$647.2M0.0%+4.1%
VAN ECK ASSOCIATES CORP Diversified mechanical10.3M$622.1M0.5%-2.8%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical10.3M$621.7M0.1%+49.0%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical9.2M$555.0M0.4%+11.5%
DEUTSCHE BANK AG\ Bank broker9.0M$548.1M0.2%+2.7%
SG Americas Securities, LLC Diversified mechanical8.9M$540.4M0.6%+239.6%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb8.9M$538.1M0.3%-48.4%
LSV ASSET MANAGEMENT Other8.9M$537.1M1.2%+2.3%
Capital International Investors Long only active8.4M$511.2M0.1%-59.8%
Pacer Advisors, Inc. Diversified mechanical7.9M$480.8M1.4%-5.4%
UBS Group AG Bank broker7.2M$436.7M0.1%+17.1%
Allianz Asset Management GmbH Diversified mechanical6.9M$417.3M0.5%+25.2%
Robeco Institutional Asset Management B.V. Other6.7M$408.4M0.6%+0.4%
Amundi Diversified mechanical6.7M$404.8M0.1%+10.7%
MILLENNIUM MANAGEMENT LLC Multistrat pod6.5M$397.0M0.3%+780.2%
FIL Ltd Other6.3M$380.8M0.3%-3.3%
FRANKLIN RESOURCES INC Long only active6.2M$375.9M0.1%-27.5%
Swiss National Bank Index provider6.0M$362.3M0.2%+7.1%
BNP PARIBAS FINANCIAL MARKETS Bank broker5.9M$360.7M0.2%-13.7%
WELLS FARGO & COMPANY/MN Bank broker5.9M$360.7M0.1%+0.1%
Nuveen, LLC Diversified mechanical5.8M$352.6M0.1%+5.2%
M&G PLC Other5.8M$351.6M1.9%-19.2%
Man Group plc Quant stat arb5.7M$343.2M0.7%-32.0%
FIRST TRUST ADVISORS LP Index provider5.5M$335.7M0.2%+4.6%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.