Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BMY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 171.7M | $10.41B | -2.9% | 8.409% | 0.18% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 132.3M | $8.03B | — | 6.481% | 0.20% |
| 3 | STATE STREET CORP | 98.6M | $5.98B | +0.6% | 4.827% | 0.21% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 61.1M | $3.71B | -14.3% | 2.993% | 0.57% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 55.3M | $3.34B | +5.0% | 2.708% | 0.21% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 46.2M | $2.80B | — | 2.264% | 0.15% |
| 7 | BANK OF AMERICA CORP /DE/ | 32.6M | $1.98B | +116.4% | 1.596% | 0.14% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 29.6M | $1.80B | +14.9% | 1.451% | 0.82% |
| 9 | MORGAN STANLEY | 29.2M | $1.77B | +3.0% | 1.430% | 0.11% |
| 10 | AMERIPRISE FINANCIAL INC | 26.5M | $1.61B | -5.7% | 1.296% | 0.37% |
| 11 | PRIMECAP MANAGEMENT CO/CA/ | 25.0M | $1.52B | +0.4% | 1.224% | 1.19% |
| 12 | NORTHERN TRUST CORP | 24.8M | $1.50B | +0.7% | 1.213% | 0.20% |
| 13 | Bank of New York Mellon Corp | 23.3M | $1.41B | -4.9% | 1.141% | 0.26% |
| 14 | UBS ASSET MANAGEMENT AMERICAS INC | 22.7M | $1.38B | +6.0% | 1.113% | 0.29% |
| 15 | Independent Franchise Partners LLP | 21.3M | $1.29B | +2.1% | 1.042% | 9.03% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 18.8M | $1.14B | +2.9% | 0.919% | 0.24% |
| 17 | PZENA INVESTMENT MANAGEMENT LLC | 17.1M | $1.04B | -4.7% | 0.837% | 3.37% |
| 18 | Legal & General Group Plc | 16.9M | $1.02B | -2.8% | 0.827% | 0.24% |
| 19 | Invesco Ltd. | 15.5M | $940.7M | -7.9% | 0.760% | 0.14% |
| 20 | GOLDMAN SACHS GROUP INC | 14.6M | $883.4M | -22.9% | 0.713% | 0.10% |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 12.2M | $742.1M | -2.5% | 0.599% | 0.61% |
| 22 | ROYAL BANK OF CANADA | 12.0M | $728.5M | -5.2% | 0.588% | 0.13% |
| 23 | TWO SIGMA INVESTMENTS, LP | 11.6M | $702.9M | +148.6% | 0.568% | 0.57% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 11.5M | $698.5M | — | 0.564% | 0.18% |
| 25 | FMR LLC | 10.7M | $647.2M | +4.1% | 0.523% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BMY — a direct measure of their conviction.
Filings activity in BMY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,465 | +3.6% | 75.09% | +1.97 pp | $87.58B | +2.7% |
| Q4 2025 | 2,380 | +8.2% | 73.12% | +12.98 pp | $85.29B | +22% |
| Q3 2025 | 2,200 | 1.8% | 60.14% | 3.67 pp | $70.15B | 5.8% |
| Q2 2025 | 2,241 | 6.8% | 63.81% | 16.75 pp | $74.43B | 21% |
| Q1 2025 | 2,404 | +1.0% | 80.56% | +6.79 pp | $93.97B | +9.2% |
| Q4 2024 | 2,381 | +8.5% | 73.77% | +8.63 pp | $86.04B | +13% |
| Q3 2024 | 2,194 | +5.3% | 65.14% | 29.56 pp | $75.98B | 31% |
| Q2 2024 | 2,084 | — | 94.70% | — | $110.46B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BMY stock.
Based on Q1 2026 13F filings, institutional ownership of Bristol-Myers Squibb Company stands at 75.1%, held across 2,465 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BMY, with approximately 171,682,888 shares worth $10.41B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of BMY, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BMY is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
308 institutions opened new positions in BMY during Q1 2026, while 223 fully exited. 1,870 added to existing positions and 282 trimmed.
BMY institutional ownership rose by 1.97 percentage points quarter-over-quarter, with a net change of +85 holders.
The top 10 institutions account for 47.3% of all reported 13F value in BMY, and the top 25 account for 65.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Bristol-Myers Squibb Company (BMY) Institutional Ownership