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Institutional Ownership · SEC Form 13F

Who owns BMY (BMY)


Which tracked institutional funds hold BMY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BMY company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

2,517
Institutional holders
1,636,226,546
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BMY is one-sided between 2025-Q4 and 2026-Q1: 831 added or opened and 262 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BMY’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes BMY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BMY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 2500 tracked filers holding BMY, 1310 increased or opened the position and 1079 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BMY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 94

  • VANGUARD CAPITAL MANAGEMENT LLC$8.0B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B
  • VANGUARD FIDUCIARY TRUST CO$699M
  • Vanguard Global Advisers, LLC$287M
  • VANGUARD ASSET MANAGEMENT, Ltd$249M
  • SEB Asset Management AB$218M

Full exits 113

  • VANGUARD GROUP INC$10.7B
  • Pacer Advisors, Inc.$452M
  • TWO SIGMA ADVISERS, LP$446M
  • VIRGINIA RETIREMENT SYSTEMS ET Al$121M
  • READYSTATE ASSET MANAGEMENT LP$43M
  • Distillate Capital Partners LLC$35M

Largest adds

  • JPMORGAN CHASE & CO$1.5B
  • BANK OF AMERICA CORP /DE/$1.2B
  • STATE STREET CORP$693M
  • BlackRock, Inc.$580M
  • GEODE CAPITAL MANAGEMENT, LLC$507M
  • TWO SIGMA INVESTMENTS, LP$448M

Largest trims

  • Capital International Investors$621M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$389M
  • MARSHALL WACE, LLP$361M
  • Skandinaviska Enskilda Banken AB (publ)$215M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$140M
  • GOLDMAN SACHS GROUP INC$137M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed166,822,366$10.1B10.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new132,320,240$8.0B8.5%2026-Q1
STATE STREET CORP added98,564,914$6.0B6.3%2026-Q1
JPMORGAN CHASE & CO added92,475,194$5.5B5.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed61,115,373$3.7B3.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added55,286,174$3.3B3.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new46,230,155$2.8B3.0%2026-Q1
NORGES BANK trimmed33,382,505$2.0B2.2%2026-Q1
BANK OF AMERICA CORP /DE/ added32,586,981$2.0B2.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added29,625,797$1.8B1.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed26,470,718$1.6B1.7%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ added24,985,149$1.5B1.6%2026-Q1
NORTHERN TRUST CORP added24,758,771$1.5B1.6%2026-Q1
Bank of New York Mellon Corp trimmed23,301,337$1.4B1.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added22,719,320$1.4B1.5%2026-Q1
Independent Franchise Partners LLP added21,275,474$1.3B1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added18,762,589$1.1B1.2%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC trimmed17,095,731$1.0B1.1%2026-Q1
Legal & General Group Plc trimmed16,877,626$1.0B1.1%2026-Q1
Invesco Ltd. trimmed15,259,929$926M1.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed14,054,518$852M0.9%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed12,235,494$742M0.8%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added11,887,668$721M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added11,535,106$700M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new11,517,204$699M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed10,958,702$665M0.7%2026-Q1
FMR LLC added10,671,103$647M0.7%2026-Q1
VAN ECK ASSOCIATES CORP trimmed10,257,215$622M0.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added10,250,238$622M0.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added9,151,211$555M0.6%2026-Q1
DEUTSCHE BANK AG\ added9,036,485$548M0.6%2026-Q1
SG Americas Securities, LLC added8,910,032$540M0.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed8,872,779$538M0.6%2026-Q1
LSV ASSET MANAGEMENT added8,855,362$537M0.6%2026-Q1
Capital International Investors trimmed8,432,445$511M0.5%2026-Q1
Allianz Asset Management GmbH added6,879,864$417M0.4%2026-Q1
Robeco Institutional Asset Management B.V. added6,733,740$408M0.4%2026-Q1
Amundi added6,673,998$405M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added6,545,442$397M0.4%2026-Q1
FIL Ltd trimmed6,278,815$381M0.4%2026-Q1
FRANKLIN RESOURCES INC trimmed6,198,167$376M0.4%2026-Q1
Swiss National Bank added5,974,400$362M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed5,947,732$361M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added5,946,447$361M0.4%2026-Q1
Nuveen, LLC added5,813,633$353M0.4%2026-Q1
M&G PLC trimmed5,764,140$352M0.4%2026-Q1
Man Group plc trimmed5,658,497$343M0.4%2026-Q1
FIRST TRUST ADVISORS LP added5,534,556$336M0.4%2026-Q1
National Pension Service trimmed5,531,199$335M0.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed5,500,474$334M0.4%2026-Q1
BARCLAYS PLC trimmed5,419,207$329M0.3%2026-Q1
California Public Employees Retirement System added5,233,948$317M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added5,092,003$309M0.3%2026-Q1
HSBC HOLDINGS PLC trimmed4,821,508$292M0.3%2026-Q1
Vanguard Global Advisers, LLC new4,734,916$287M0.3%2026-Q1
DODGE & COX trimmed4,622,820$280M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed4,542,241$275M0.3%2026-Q1
Russell Investments Group, Ltd. added4,543,724$274M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed4,407,916$267M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added4,872,680$263M0.3%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed4,257,069$258M0.3%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new4,101,345$249M0.3%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed4,095,618$248M0.3%2026-Q1
KBC Group NV added4,009,205$243M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed3,921,135$238M0.3%2026-Q1
DekaBank Deutsche Girozentrale3,782,490$230M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC added3,715,745$225M0.2%2026-Q1
MARSHALL WACE, LLP trimmed3,689,838$224M0.2%2026-Q1
RHUMBLINE ADVISERS added3,647,568$221M0.2%2026-Q1
SEB Asset Management AB new3,586,365$218M0.2%2026-Q1
Aberdeen Group plc added3,422,423$208M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added3,392,094$206M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed3,379,304$205M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed3,317,201$201M0.2%2026-Q1
LPL Financial LLC added3,212,769$195M0.2%2026-Q1
Qube Research & Technologies Ltd added3,203,665$194M0.2%2026-Q1
CANADA LIFE ASSURANCE Co added3,068,316$187M0.2%2026-Q1
Ensign Peak Advisors, Inc added3,001,221$182M0.2%2026-Q1
Swedbank AB trimmed2,961,679$180M0.2%2026-Q1
Artemis Investment Management LLP added2,885,298$175M0.2%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed2,605,927$158M0.2%2026-Q1
CITIGROUP INC added2,561,350$155M0.2%2026-Q1
Employees Provident Fund Board added2,509,000$152M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed2,369,085$144M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed2,360,302$143M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added2,351,578$143M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added2,321,918$141M0.1%2026-Q1
JANE STREET GROUP, LLC added2,265,508$137M0.1%2026-Q1
Capital World Investors added2,225,030$135M0.1%2026-Q1
SEI INVESTMENTS CO added2,199,004$133M0.1%2026-Q1
AustralianSuper Pty Ltd trimmed2,125,356$129M0.1%2026-Q1
NATIXIS added2,068,064$125M0.1%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added2,033,068$122M0.1%2026-Q1
STIFEL FINANCIAL CORP added2,005,102$122M0.1%2026-Q1
VANGUARD GROUP INC added198,725,407$10.7B11.4%2025-Q4 stale
Pacer Advisors, Inc. trimmed8,379,139$452M0.5%2025-Q4 stale
TWO SIGMA ADVISERS, LP added8,270,200$446M0.5%2025-Q4 stale
MIZUHO MARKETS AMERICAS LLC added2,584,719$158M0.2%2025-Q1 stale
AXA Investment Managers S.A. new3,125,540$141M0.1%2025-Q3 stale
AXA S.A. added2,746,873$127M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership