DOSSIER · 13F Holders · Q1 2026Healthcare · Pharmaceutical Preparations
BMY

BRISTOL-MYERS SQUIBB CO

2,660 institutions still hold BRISTOL-MYERS SQUIBB CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 110122108·Pharmaceutical Preparations·2,660 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$58.2B
visible holders
Holders
2,660
filers reporting
Concentration
17.90%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

BMY Q1 2026 institutional ownership is a $93.6B book across 2,456 holders. BlackRock is the largest holder at $10.4B (171.7M shares, -1.6%, -$875M but still #1). Vanguard Capital Management is second at $8.1B (132.3M shares, NEW after three-way split). State Street is third at $6.0B (98.6M shares, +0.7%, +$693M). JPMorgan is fourth at $5.5B (92.5M shares, +72.3%, +$1.5B) -- the largest buyer. Charles Schwab is fifth at $3.7B (61.1M shares, -16.5%, -$141M). Geode Capital $3.3B (+5.8%, +$507M). Vanguard Portfolio Management $2.8B (NEW after split); Vanguard Fiduciary Trust $699M (NEW after split). Bank of America $2.0B (+175.3%, +$1.2B from $812M) -- explosive add. AQR Capital $1.8B (+22.7%, +$406M). Morgan Stanley $1.8B (+3.7%, +$242M). Ameriprise $1.6B (-5.7%, -$92M). Primecap $1.5B (+5.8%, +$174M). Northern Trust $1.5B (+0.7%, +$175M). BNY Mellon $1.4B (-3.1%, -$92M). UBS AM $1.4B (+26.0%, +$222M). Independent Franchise Partners $1.3B (+3.7%, +$167M). Dimensional Fund Advisors $1.1B (+3.2%, +$154M). Pzena Investment $1.0B (-4.2%, -$69M). Legal & General $1.0B (-2.3%, -$87M). Invesco $941M (-3.2%, -$33M). Two Sigma NEW $703M (11.6M shares vs $26M prior). New positions: Vanguard three-way; Bank of America $2.0B; Two Sigma $703M. Sellers: Susquehanna -$187M (-18.1%), Arrowstreet -$389M (-55.3%), Charles Schwab -$141M, Goldman Sachs -$136M, Invesco -$33M, Ameriprise -$92M. The 75.50 whaleScore reflects AUM. Smart-money-signal read: BMY Q1 2026 holder flows are strongly net-bullish. JPMorgan +$1.5B, Bank of America +$1.2B, Two Sigma new $703M, AQR +$406M, and UBS +$222M represent meaningful conviction adds from top-tier active managers. The sellers (Arrowstreet -$389M, Susquehanna -$187M, Pzena -$69M) are smaller in aggregate than the buyers. Notably, Bank of America went from effectively $0 (not in prior top-holders) to $2.0B -- this is an extraordinary repositioning. The net read: bullish on Bristol-Myers Squibb -- active managers are adding across the board, with the only meaningful sellers being quant/hedge-fund strategies (Arrowstreet, Susquehanna) that may be rotating rather than expressing fundamental conviction.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$10.4B171.7M0.18%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$8.0B132.3M0.20%Q1 2026
03
STATE STREET CORP
CIK 0000093751
$6.0B98.6M0.21%Q1 2026
04
JPMORGAN CHASE & CO
CIK 0000019617
$5.5B92.5M0.35%Q1 2026
05
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$3.7B61.1M0.57%Q1 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$3.3B55.3M0.21%Q1 2026
07
Vanguard Portfolio Management
CIK 0002100121· Index
$2.8B46.2M0.15%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.0B32.6M0.14%Q1 2026
09
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$1.8B29.6M0.82%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$1.8B29.2M0.11%Q1 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.6B26.5M0.37%Q1 2026
12
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
$1.5B25.0M1.19%Q1 2026
13
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.5B24.8M0.20%Q1 2026
14
Bank of New York Mellon Corp
CIK 0001390777
$1.4B23.3M0.26%Q1 2026
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$1.4B22.7M0.29%Q1 2026
16
Independent Franchise Partners LLP
CIK 0001483866
$1.3B21.3M9.03%Q1 2026
17
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$1.1B18.8M0.24%Q1 2026
18
PZENA INVESTMENT MANAGEMENT LLC
CIK 0001027796
$1.0B17.1M3.37%Q1 2026
19
Legal & General Group Plc
CIK 0000764068
$1.0B16.9M0.24%Q1 2026
20
Invesco Ltd.
CIK 0000914208
$941M15.5M0.09%Q1 2026
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Insiders at BRISTOL-MYERS SQUIBB CO
Haller Julia AShanahan KarinElkins David VMcmullen Michael R.Arduini Peter JRice Derica WSamuels Theodore R. IiYale Phyllis R