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 Form 13F filings. 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 quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Dodge & Cox Stock FundSell-32,82416,200,284$831,236,572
Q4 2023Kahn Brothers GroupSell-17,783833,916$42,788,315
Q4 2023Mairs & Power Growth FundBuy3,20053,302$2,734,926
Q4 2023Muhlenkamp & CoBuy2,028131,760$6,760,606
Q3 2023Hancock Classic ValueBuy596,6254,924,194$285,800,220
Q3 2023Renaissance Technologies LLCSell-180,5461,028,854$59,715
Q3 2023Dodge & Cox Stock FundSell-171,23816,233,108$942,169,588
Q3 2023Ariel Appreciation FundSell-108,249652,959$37,897,740
Q3 2023Kahn Brothers GroupSell-19,545851,699$49,450,414
Q3 2023Mairs & Power Growth FundSell-11,68150,102$2,907,920
Q3 2023Sequoia Financial AdvisorsSell-58934,748$2,016,787
Q3 2023Muhlenkamp & CoBuy163129,732$7,529,645
Q2 2023Hancock Classic ValueSell-184,2164,327,569$276,748,038
Q2 2023Renaissance Technologies LLCBuy65,1001,209,400$77,341
Q2 2023Dodge & Cox Stock FundSell-64,83616,404,346$1,049,057,927
Q2 2023Kahn Brothers GroupSell-29,312871,244$61,321,983
Q2 2023Ariel Appreciation FundSell-25,255761,208$48,679,252
Q2 2023Mairs & Power Growth FundSell-16,24261,783$3,951,023
Q2 2023Sequoia Financial AdvisorsBuy1,87035,337$2,259,824
Q2 2023Muhlenkamp & CoBuy619129,569$8,285,938
Q2 2023Matrix Advisors Value FundSell-205,440$347,888
Q1 2023Hancock Classic ValueBuy651,2134,511,785$312,711,818
Q1 2023Renaissance Technologies LLCBuy487,1001,144,300$79,311
Q1 2023Dodge & Cox Stock FundSell-75,16216,469,182$1,141,479,004
Q1 2023Kahn Brothers GroupSell-13,445900,556$62,417,492
Q1 2023Ariel Appreciation FundSell-3,203786,463$54,509,751
Q1 2023Matrix Advisors Value FundSell-1,1905,460$378,433
Q1 2023Mairs & Power Growth FundSell-1,08278,025$5,407,913
Q1 2023Sequoia Financial AdvisorsBuy9433,467$2,319,596
Q4 2022Dodge & Cox Stock FundSell-231,21816,544,344$1,190,365,551

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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