BRISTOL-MYERS SQUIBB CO (BMY) Institutional Ownership
BMY is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.05B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Hancock Classic Value, which reported ownership valued at approximately $979.95M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Hancock Classic Value's BMY position is now estimated to be worth approximately $1.07B, representing an estimated gain of +9.09% since the filing period.
Major shareholders tracked on this page include Hancock Classic Value, Ariel Appreciation Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 99% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward BRISTOL-MYERS SQUIBB CO (BMY).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 9 | $1,053,112,074 | 18,276,850 |
| Q1 2026 | 10 | $1,451,293,196 | 23,928,990 |
| Q4 2025 | 11 | $1,546,520,632 | 28,671,128 |
| Q3 2025 | 10 | $1,202,836,159 | 26,670,425 |
| Q2 2025 | 11 | $1,282,716,587 | 27,710,446 |
| Q1 2025 | 11 | $1,888,390,228 | 30,962,293 |
| Q4 2024 | 11 | $1,824,659,197 | 32,260,596 |
| Q3 2024 | 12 | $1,712,515,311 | 33,098,480 |
| Q2 2024 | 11 | $1,348,006,475 | 32,458,625 |
| Q1 2024 | 10 | $1,649,666,507 | 30,419,817 |
| Q4 2023 | 10 | $1,351,138,511 | 26,332,856 |
| Q3 2023 | 10 | $1,389,333,857 | 23,937,211 |
Related BMY Institutional Insights:
- BMY Overview
- BMY Top Institutional Shareholders
- BMY Institutional Ownership Changes
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- BMY Insider Trading & SEC Form 4 Activity
- BMY Articles
- Top Institutional Investor Stock Rankings