BRISTOL-MYERS SQUIBB CO (BMY) Institutional Ownership
BMY is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.45B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Hancock Classic Value, which reported ownership valued at approximately $1.04B in its March 31, 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 $949.33M, representing an estimated loss of -8.44% since the filing period.
Major shareholders tracked on this page include Hancock Classic Value, Dodge & Cox Stock Fund, Renaissance Technologies LLC, 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 |
|---|---|---|---|
| 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 | $1,226,469,305 | 26,332,856 |
| Q3 2023 | 10 | $1,329,678,572 | 23,937,211 |
| Q2 2023 | 10 | $1,452,415,895 | 23,832,271 |
Related BMY Institutional Insights:
- BMY Institutional Ownership & Insiders Activity
- BMY Institutional Ownership & 13F Activity
- BMY Top Institutional Shareholders
- BMY Institutional Buying Activity
- BMY Institutional Selling Activity
- 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
- Top Institutional Investor Stock Rankings