DaveManuel.com · Institutional Ownership · Who Owns It
BRISTOL-MYERS SQUIBB CO (BMY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,555
Reporting holders
$99.7B
Reported value
82.1%
Of shares outstanding
1.5%
Calls
1.5%
Puts
-17
Holder change
Institutions report 1,677,080,334 shares against 2,042,714,656 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $10.4B | 180,384,994 | 0.15% | 8q | +5.1%+$501.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.7B | 133,337,856 | 0.16% | 2q | +0.8%+$58.6M |
| STATE STREET CORP | $5.9B | 102,408,940 | 0.17% | 31q | +3.9%+$221.5M |
| JPMORGAN CHASE & CO | $4.4B incl. $181.8M options CALL+PUT | 71,713,442 | 0.24% | 31q | -22.5%-$1.3B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.9B | 67,595,177 | 0.52% | 31q | +10.6%+$373.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2B | 56,443,077 | 0.17% | 31q | +2.1%+$66.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 46,873,015 | 0.12% | 2q | +1.4%+$37.0M |
| NORGES BANK | $2.1B | 36,866,658 | 0.21% | 32q | +2.1%+$44.1M |
| BANK OF AMERICA CORP /DE/ | $2.0B | 34,045,352 | 0.13% | 31q | +4.5%+$84.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.8B | 31,707,643 | 0.18% | 31q | +209.3%+$1.2B |
| MORGAN STANLEY | $1.7B | 29,009,025 | 0.09% | 35q | -0.6%-$10.9M |
| AQR CAPITAL MANAGEMENT LLC | $1.6B | 27,357,486 | 0.55% | 31q | -7.7%-$131.0M |
| AMERIPRISE FINANCIAL INC | $1.5B | 26,670,064 | 0.31% | 31q | +0.8%+$11.5M |
| PRIMECAP MANAGEMENT CO/CA/ | $1.4B | 24,923,900 | 0.85% | 31q | HELD |
| NORTHERN TRUST CORP | $1.4B | 24,918,384 | 0.17% | 31q | +0.6%+$9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3B | 22,839,010 | 0.24% | 31q | +0.5%+$6.9M |
| Bank of New York Mellon Corp | $1.3B | 21,821,384 | 0.21% | 31q | -6.4%-$85.3M |
| Independent Franchise Partners LLP | $1.3B | 21,792,841 | 8.24% | 28q | +2.4%+$29.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.1B | 19,691,951 | 0.21% | 31q | +5.0%+$53.6M |
| GOLDMAN SACHS GROUP INC | $1.0B incl. $23.7M options CALL+PUT | 17,016,799 | 0.09% | 31q | +21.1%+$174.8M |
| Legal & General Group Plc | $980.9M | 17,022,940 | 0.20% | 31q | +0.9%+$8.4M |
| PZENA INVESTMENT MANAGEMENT LLC | $979.9M | 17,007,044 | 2.88% | 28q | -0.5%-$5.1M |
| FMR LLC | $938.8M | 16,293,303 | 0.04% | 31q | +52.7%+$324.0M |
| Invesco Ltd. | $923.8M | 16,033,480 | 0.07% | 31q | +3.4%+$30.2M |
| ROYAL BANK OF CANADA | $736.8M incl. $39.9M options CALL+PUT | 12,094,886 | 0.11% | 31q | +10.4%+$69.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $716.0M | 12,226,954 | 0.51% | 31q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $668.0M | 11,593,352 | 0.79% | 31q | -2.5%-$17.0M |
| Allianz Asset Management GmbH | $667.8M incl. $13.0M options CALL+PUT | 11,363,537 | 0.54% | 40q | +65.2%+$263.5M |
| VANGUARD FIDUCIARY TRUST CO | $660.8M | 11,467,840 | 0.15% | 2q | HELD |
| VAN ECK ASSOCIATES CORP | $588.7M | 10,217,590 | 0.36% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $585.9M | 10,168,924 | 0.33% | 31q | +11.1%+$58.6M |
| DEUTSCHE BANK AG\ | $584.5M | 10,143,181 | 0.17% | 34q | +12.2%+$63.8M |
| TWO SIGMA INVESTMENTS, LP | $581.5M incl. $403.3K options CALL | 10,085,383 | 0.42% | 31q | -12.6%-$83.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $578.7M incl. $568.0M options CALL+PUT | 185,612 | 0.05% | 31q | -69.1%-$1.3B |
| LSV ASSET MANAGEMENT | $567.7M | 9,852,232 | 1.03% | 31q | +11.3%+$57.4M |
| UBS Group AG | $555.3M incl. $43.8M options CALL+PUT | 8,876,439 | 0.07% | 31q | +23.3%+$104.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $494.7M | 8,585,846 | 0.22% | 12q | -3.2%-$16.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $462.9M | 8,052,294 | 0.38% | 31q | +296.1%+$346.0M |
| Pacer Advisors, Inc. | $460.7M | 7,995,711 | 1.17% | 25q | +0.9%+$3.9M |
| CITADEL ADVISORS LLC | $442.9M incl. $352.3M options CALL+PUT | 1,572,329 | 0.05% | 31q | +5.2%+$22.0M |
| Amundi | $430.7M | 7,474,537 | 0.10% | 21q | +12.0%+$46.1M |
| SG Americas Securities, LLC | $419.6M | 7,281,999 | 0.23% | 31q | -18.3%-$93.8M |
| Robeco Institutional Asset Management B.V. | $417.4M | 7,244,630 | 0.51% | 38q | +7.6%+$29.4M |
| JANE STREET GROUP, LLC | $382.4M incl. $377.4M options CALL+PUT | 86,291 | 0.03% | 31q | -96.2%-$9.7B |
| FIL Ltd | $375.9M | 6,523,813 | 0.27% | 31q | +3.9%+$14.1M |
| WELLS FARGO & COMPANY/MN | $364.9M incl. $668.4K options CALL | 6,321,643 | 0.06% | 31q | +6.3%+$21.7M |
| HSBC HOLDINGS PLC | $355.0M incl. $42.4M options CALL+PUT | 5,409,898 | 0.15% | 31q | +12.2%+$38.6M |
| FIRST TRUST ADVISORS LP | $344.7M | 5,981,822 | 0.20% | 31q | +8.1%+$25.8M |
| Capital International Investors | $340.8M | 5,913,752 | 0.07% | 18q | -29.9%-$145.1M |
| Swiss National Bank | $331.8M | 5,758,800 | 0.17% | 31q | -3.6%-$12.4M |
| BNP PARIBAS FINANCIAL MARKETS | $330.8M incl. $14.3M options CALL+PUT | 5,492,542 | 0.11% | 31q | -7.7%-$27.4M |
| BARCLAYS PLC | $322.0M incl. $25.5M options CALL+PUT | 5,145,086 | 0.06% | 31q | -5.1%-$17.2M |
| National Pension Service | $321.4M | 5,578,135 | 0.21% | 31q | +0.8%+$2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $319.2M | 5,540,268 | 0.18% | 31q | +8.8%+$25.8M |
| M&G PLC | $306.9M | 5,292,229 | 1.53% | 10q | -8.2%-$27.4M |
| Nuveen, LLC | $300.3M | 5,212,215 | 0.07% | 6q | -10.3%-$34.7M |
| Sumitomo Mitsui Trust Group, Inc. | $293.4M | 5,092,121 | 0.17% | 31q | +12.1%+$31.7M |
| ALLIANCEBERNSTEIN L.P. | $288.6M | 4,757,720 | 0.10% | 31q | -2.4%-$7.0M |
| FRANKLIN RESOURCES INC | $276.0M | 4,790,695 | 0.06% | 31q | -22.7%-$81.1M |
| Vanguard Global Advisers, LLC | $270.9M | 4,700,737 | 0.13% | 2q | -0.7%-$2.0M |
| Man Group plc | $270.5M incl. $691.4K options CALL+PUT | 4,682,000 | 0.43% | 31q | -17.3%-$56.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $266.2M | 4,619,950 | 0.18% | 2q | +12.6%+$29.9M |
| California Public Employees Retirement System | $263.4M | 4,570,905 | 0.15% | 31q | -12.7%-$38.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $249.4M | 4,327,511 | 0.25% | 31q | -1.8%-$4.6M |
| KBC Group NV | $245.7M | 4,264,357 | 0.53% | 37q | +6.4%+$14.7M |
| Russell Investments Group, Ltd. | $244.3M | 4,215,423 | 0.21% | 31q | -7.2%-$19.0M |
| Caisse de depot et placement du Quebec | $243.6M | 4,228,503 | 0.35% | 31q | +185.0%+$158.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $241.2M | 4,186,444 | 0.13% | 31q | +2.2%+$5.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $225.5M | 3,914,086 | 0.04% | 31q | -28.9%-$91.8M |
| DekaBank Deutsche Girozentrale | $225.1M | 3,782,490 | 0.38% | 31q | HELD |
| Employees Provident Fund Board | $209.8M | 3,640,333 | 1.20% | 14q | +45.1%+$65.2M |
| CITIGROUP INC | $209.7M incl. $15.6M options PUT | 3,370,113 | 0.07% | 31q | +31.6%+$50.3M |
| RAYMOND JAMES FINANCIAL INC | $199.9M | 3,469,260 | 0.05% | 7q | -11.5%-$26.0M |
| Qube Research & Technologies Ltd | $193.9M incl. $15.6M options CALL+PUT | 3,093,958 | 0.18% | 15q | -3.4%-$6.9M |
| RHUMBLINE ADVISERS | $192.9M | 3,347,347 | 0.15% | 31q | -8.2%-$17.3M |
| LPL Financial LLC | $188.2M | 3,265,381 | 0.04% | 31q | +1.6%+$3.0M |
| PNC Financial Services Group, Inc. | $186.5M | 3,236,299 | 0.09% | 31q | -4.2%-$8.2M |
| Aberdeen Group plc | $185.7M | 3,222,190 | 0.26% | 31q | -5.9%-$11.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $185.3M | 3,215,133 | 0.17% | 31q | -3.1%-$5.9M |
| Artemis Investment Management LLP | $175.9M | 3,053,480 | 1.57% | 3q | +5.8%+$9.7M |
| Swedbank AB | $175.3M | 3,043,205 | 0.15% | 21q | +2.8%+$4.7M |
| LMR Partners LLP | $173.2M incl. $154.2M options CALL+PUT | 330,151 | 0.65% | 8q | +6501.7%+$170.6M |
| SEB Asset Management AB | $165.5M | 2,872,632 | 0.62% | 2q | -19.9%-$41.1M |
| Ensign Peak Advisors, Inc | $165.1M | 2,865,663 | 0.27% | 27q | -4.5%-$7.8M |
| BANK OF MONTREAL /CAN/ | $160.0M | 2,777,169 | 0.05% | 31q | +17.2%+$23.5M |
| CANADA LIFE ASSURANCE Co | $159.1M | 2,765,830 | 0.25% | 31q | -9.9%-$17.4M |
| Walleye Trading LLC | $157.0M CALL+PUT | options only | 0.18% | 31q | OPTIONS |
| NATIONAL BANK OF CANADA /FI/ | $148.8M incl. $121.9K options CALL | 2,580,079 | 0.11% | 19q | +9.3%+$12.7M |
| PRINCIPAL FINANCIAL GROUP INC | $146.9M | 2,549,445 | 0.07% | 31q | +9.8%+$13.1M |
| NATIXIS | $145.2M | 2,519,137 | 0.58% | 9q | +21.8%+$26.0M |
| AustralianSuper Pty Ltd | $140.2M | 2,433,354 | 0.61% | 11q | +14.5%+$17.7M |
| Mirae Asset Global Investments Co., Ltd. | $138.1M | 2,396,422 | 0.20% | 31q | +24.8%+$27.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $132.8M | 2,304,823 | 0.67% | 31q | -11.6%-$17.3M |
| PANAGORA ASSET MANAGEMENT INC | $132.6M | 2,301,674 | 0.41% | 31q | -38.1%-$81.5M |
| Capital World Investors | $129.3M | 2,244,242 | 0.02% | 2q | +0.9%+$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $129.3M | 2,244,020 | 0.16% | 31q | -4.6%-$6.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $125.4M | 2,176,661 | 0.10% | 31q | +23.2%+$23.6M |
| SEI INVESTMENTS CO | $124.1M | 2,153,285 | 0.11% | 31q | -2.1%-$2.6M |
| PFA Pension, Forsikringsaktieselskab | $121.8M | 2,114,367 | 0.31% | 3q | +32.5%+$29.9M |
| MACKENZIE FINANCIAL CORP | $118.9M | 2,064,284 | 0.12% | 31q | +40.9%+$34.5M |
Showing the largest 100 of 2,555 reported holders.
Q2 2026 in brief
In Q2 2026, 2,555 managers that file Form 13F reported holding Bristol-Myers Squibb Co (BMY), $99.7B in all, or about 82% of the shares outstanding. 174 managers opened a position and 191 sold out completely, against 2,572 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Susquehanna Advisors Group, Inc. ($115.2M), Diadema Partners Lp ($53.6M) and Arbejdsmarkedets Tillaegspension ($29.1M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | Sold | 6,249 | $403.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,030 | $5.1B | 81,714,419 | 76 | 350 | 348 | 0.1% |
| Q2 2026 | 2,555 | $99.7B | 1,677,080,334 | 152 | 893 | 923 | 3.0% |
| Q1 2026 | 2,572 | $101.1B | 1,619,926,073 | 238 | 956 | 812 | 3.0% |
| Q4 2025 | 2,478 | $92.1B | 1,648,603,199 | 241 | 829 | 908 | 3.5% |
| Q3 2025 | 2,289 | $78.5B | 1,674,572,043 | 143 | 771 | 939 | 3.8% |
| Q2 2025 | 2,314 | $79.2B | 1,659,012,737 | 118 | 754 | 969 | 3.0% |
| Q1 2025 | 2,509 | $103.0B | 1,633,394,525 | 175 | 847 | 915 | 3.3% |
| Q4 2024 | 2,509 | $94.0B | 1,601,618,997 | 180 | 843 | 859 | 3.7% |
| Q3 2024 | 2,283 | $88.1B | 1,627,271,677 | 247 | 745 | 889 | 4.4% |
| Q2 2024 | 2,165 | $70.2B | 1,612,681,532 | 138 | 652 | 1,013 | 4.5% |
| Q1 2024 | 2,351 | $95.5B | 1,710,744,256 | 146 | 866 | 920 | 2.9% |
| Q4 2023 | 2,378 | $88.8B | 1,673,184,568 | 107 | 625 | 1,154 | 3.3% |
| Q3 2023 | 2,400 | $95.7B | 1,577,359,634 | 90 | 693 | 1,108 | 4.3% |
| Q2 2023 | 2,493 | $104.7B | 1,597,898,994 | 83 | 841 | 988 | 2.3% |
| Q1 2023 | 2,559 | $117.3B | 1,658,300,560 | 91 | 910 | 908 | 2.2% |
| Q4 2022 | 2,615 | $121.2B | 1,631,677,274 | 127 | 823 | 922 | 3.4% |
| Q3 2022 | 2,460 | $439.6B | 9,044,309,684 | 73 | 840 | 888 | 1.2% |
| Q2 2022 | 2,543 | $540.0B | 13,654,377,624 | 135 | 848 | 992 | 1.2% |
| Q1 2022 | 2,524 | $521.9B | 10,886,615,384 | 182 | 885 | 927 | 0.8% |
| Q4 2021 | 2,450 | $458.2B | 8,290,308,891 | 128 | 807 | 940 | 0.9% |
| Q3 2021 | 2,298 | $447.5B | 9,359,852,236 | 78 | 852 | 801 | 0.6% |
| Q2 2021 | 2,382 | $475.9B | 9,422,475,124 | 127 | 842 | 886 | 0.5% |
| Q1 2021 | 2,368 | $453.3B | 9,816,446,356 | 124 | 893 | 899 | 0.5% |
| Q4 2020 | 2,362 | $395.7B | 7,448,743,024 | 123 | 857 | 790 | 0.9% |
| Q3 2020 | 2,219 | $440.7B | 10,717,732,175 | 110 | 783 | 847 | 0.7% |
| Q2 2020 | 2,195 | $401.7B | 10,326,602,751 | 142 | 864 | 771 | 0.8% |
| Q1 2020 | 2,157 | $409.5B | 9,343,747,716 | 127 | 758 | 888 | 0.8% |
| Q4 2019 | 2,225 | $454.0B | 9,696,900,765 | 320 | 1,173 | 383 | 1.5% |
| Q3 2019 | 1,838 | $288.3B | 5,901,745,222 | 137 | 657 | 666 | 1.2% |
| Q2 2019 | 1,791 | $254.2B | 5,926,251,941 | 121 | 690 | 663 | 1.5% |
| Q1 2019 | 1,861 | $267.2B | 6,251,755,636 | 206 | 669 | 624 | 2.2% |
| Q4 2018 | 1,777 | $331.3B | 7,357,328,962 | 13 | 31 | 25 | 0.7% |