BRISTOL-MYERS SQUIBB CO (BMY) Institutional Ownership Changes & 13F Activity
BRISTOL-MYERS SQUIBB CO (BMY) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Renaissance Technologies LLC, Hancock Classic Value, Miller Value Partners, and Kahn Brothers Group.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Dodge & Cox Stock Fund | Sell | -2,455,430 | 4,622,820 | $280,374,013 |
| Q1 2026 | Renaissance Technologies LLC | Sell | -1,376,638 | 977,051 | $59,258,143 |
| Q1 2026 | Hancock Classic Value | Sell | -847,772 | 17,095,731 | $1,036,856,085 |
| Q1 2026 | Miller Value Partners | Sell | -38,500 | 69,500 | $4,215,175 |
| Q1 2026 | Kahn Brothers Group | Sell | -31,815 | 170,381 | $10,333,607 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 15,178 | 168,316 | $10,208,339 |
| Q1 2026 | Ariel Appreciation Fund | Sell | -10,946 | 721,731 | $43,772,985 |
| Q1 2026 | Tweedy, Browne Co All Funds (US) | Buy | 9,316 | 26,158 | $1,586,483 |
| Q1 2026 | Hillman Value Fund | Sell | -864 | 53,102 | $3,220,636 |
| Q1 2026 | Mairs & Power Growth Fund | Sell | -738 | 24,200 | $1,467,730 |
| Q4 2025 | Hancock Classic Value | Buy | 3,041,899 | 17,943,503 | $967,872,552 |
| Q4 2025 | Renaissance Technologies LLC | Sell | -1,314,000 | 2,353,689 | $126,957,985 |
| Q4 2025 | Ariel Appreciation Fund | Buy | 390,163 | 732,677 | $39,520,597 |
| Q4 2025 | Dodge & Cox Stock Fund | Sell | -345,570 | 7,078,250 | $381,800,787 |
| Q4 2025 | Kahn Brothers Group | Sell | -70,138 | 202,196 | $10,906,452 |
| Q4 2025 | Hillman Value Fund | Sell | -15,474 | 53,966 | $2,910,926 |
| Q4 2025 | Sequoia Financial Advisors | Sell | -7,067 | 153,138 | $8,260,270 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 2,376 | 16,842 | $908,457 |
| Q4 2025 | Mairs & Power Growth Fund | Sell | -1,454 | 24,938 | $1,345,156 |
| Q4 2025 | Matrix Advisors Value Fund | Sell | -800 | 3,929 | $211,930 |
| Q3 2025 | Dodge & Cox Stock Fund | Sell | -1,012,939 | 7,423,820 | $334,814,267 |
| Q3 2025 | Kahn Brothers Group | Sell | -278,349 | 272,334 | $12,282,263 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 186,556 | 3,667,689 | $165,412,774 |
| Q3 2025 | Hancock Classic Value | Buy | 58,129 | 14,901,604 | $672,062,341 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 7,282 | 14,466 | $652,417 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 6,754 | 160,205 | $7,225,251 |
| Q3 2025 | Hillman Value Fund | Sell | -2,375 | 69,440 | $3,131,744 |
| Q3 2025 | Mairs & Power Growth Fund | Sell | -450 | 26,392 | $1,190,279 |
| Q3 2025 | Jensen Investment Management | Buy | 100 | 26,475 | $1,194,023 |
| Q2 2025 | Dodge & Cox Stock Fund | Sell | -4,593,803 | 8,436,759 | $390,537,595 |
Frequently asked questions about BMY activity
Which institutional owners are buying BMY?
Institutional owners buying BMY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BMY activity?
"Buy" means an investor increased their reported position in BMY compared to the prior reporting period. This reflects growing exposure to BRISTOL-MYERS SQUIBB CO (BMY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BMY increasing?
Institutional interest in BMY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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