BRISTOL MYERS SQUIBB CO - Common Stock, $0.10 Par Value (BMY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.10 Par Value
Symbol
BMY on NYSE
Shares outstanding
2,047,269,525
Price per share
$55.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,620,874,495
Total reported value
$87,359,106,525
% of total 13F portfolios
0.06%
Share change
+38,291,688
Value change
+$2,216,392,463
Number of holders
2,375
Price from insider filings
$55.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BRISTOL MYERS SQUIBB CO - Common Stock, $0.10 Par Value (BMY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.1% $6,877,205,617 143,574,230 BlackRock, Inc. 31 Mar 2025
JPMORGAN CHASE & CO 4% -22% $3,693,274,223 -$1,028,176,992 81,890,781 -22% JPMORGAN CHASE & CO. 30 Sep 2025

As of 31 Dec 2025, 2,375 institutional investors reported holding 1,620,874,495 shares of BRISTOL MYERS SQUIBB CO - Common Stock, $0.10 Par Value (BMY). This represents 79% of the company’s total 2,047,269,525 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BRISTOL MYERS SQUIBB CO - Common Stock, $0.10 Par Value (BMY) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.7% 198,727,768 +1.4% 0.16% $10,719,375,805
BlackRock, Inc. 8.6% 176,825,406 +0.75% 0.16% $9,537,962,416
STATE STREET CORP 4.8% 97,980,438 +1.4% 0.18% $5,285,064,826
JPMORGAN CHASE & CO 3.7% 75,367,653 -13% 0.27% $4,065,331,350
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.5% 71,322,392 -2.4% 0.6% $3,847,129,825
GEODE CAPITAL MANAGEMENT, LLC 2.6% 52,638,346 +13% 0.18% $2,837,025,808
NORGES BANK 1.8% 36,100,698 0.21% $1,947,271,650
MORGAN STANLEY 1.4% 28,348,637 +1.7% 0.09% $1,529,125,708
AMERIPRISE FINANCIAL INC 1.4% 28,058,656 -14% 0.34% $1,513,554,543
AQR CAPITAL MANAGEMENT LLC 1.3% 25,796,905 +173% 0.73% $1,391,485,051
PRIMECAP MANAGEMENT CO/CA/ 1.2% 24,875,550 +13% 1% $1,341,787,169
NORTHERN TRUST CORP 1.2% 24,595,094 -0.11% 0.17% $1,326,659,370
Bank of New York Mellon Corp 1.2% 24,495,875 +47% 0.23% $1,321,307,534
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1% 21,437,586 -1.6% 0.24% $1,156,343,388
Capital International Investors 1% 20,991,527 -35% 0.18% $1,132,356,635
Independent Franchise Partners LLP 1% 20,828,148 +0.99% 7.1% $1,123,470,303
GOLDMAN SACHS GROUP INC 0.9% 18,338,927 +4.3% 0.14% $989,201,720
DIMENSIONAL FUND ADVISORS LP 0.89% 18,242,259 +0.54% 0.21% $984,070,232
PZENA INVESTMENT MANAGEMENT LLC 0.88% 17,943,503 +20% 2.9% $967,872,552
Legal & General Group Plc 0.85% 17,366,032 +1.7% 0.21% $936,723,767
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.84% 17,190,560 +16% 0.54% $927,258,806
Invesco Ltd. 0.82% 16,832,483 -4.5% 0.14% $907,944,151
BANK OF AMERICA CORP /DE/ 0.74% 15,059,295 -11% 0.06% $812,298,371
ROYAL BANK OF CANADA 0.62% 12,643,485 -1.6% 0.12% $681,990,000
SCHRODER INVESTMENT MANAGEMENT GROUP 0.61% 12,554,362 +3.2% 0.52% $680,571,964

Institutional Holders of BRISTOL MYERS SQUIBB CO - Common Stock, $0.10 Par Value (BMY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,620,874,495 $87,359,106,525 +$2,216,392,463 $53.94 2,375
2025 Q3 1,583,459,985 $71,391,301,045 -$2,657,238,443 $45.10 2,248
2025 Q2 1,639,564,663 $75,887,511,780 +$1,904,899,116 $46.29 2,266
2025 Q1 1,595,097,583 $97,216,746,037 +$210,788,345 $60.99 2,451
2024 Q4 1,592,084,338 $90,044,585,406 +$2,499,986,719 $56.56 2,465
2024 Q3 1,540,307,945 $79,702,766,780 +$520,173,668 $51.74 2,241
2024 Q2 1,530,407,835 $63,567,229,836 -$968,094,904 $41.53 2,112
2024 Q1 1,552,691,626 $84,116,846,538 +$501,165,483 $54.23 2,305
2023 Q4 1,545,173,012 $79,264,269,751 -$1,230,215,697 $51.31 2,347
2023 Q3 1,566,442,156 $90,906,272,306 -$1,645,860,900 $58.04 2,371
2023 Q2 1,593,746,070 $101,981,037,714 -$69,489,491 $63.95 2,460
2023 Q1 1,596,256,714 $110,605,957,814 -$50,489,393 $69.31 2,521
2022 Q4 1,601,255,405 $115,223,031,877 -$2,369,665,286 $71.95 2,584
2022 Q3 1,637,983,450 $116,481,832,064 -$390,774,231 $71.09 2,457
2022 Q2 1,643,301,659 $126,558,132,050 +$1,840,992,212 $77.00 2,521
2022 Q1 1,629,381,719 $119,041,319,545 +$1,946,714,456 $73.03 2,501
2021 Q4 1,600,043,474 $99,752,593,595 -$2,017,270,850 $62.35 2,429
2021 Q3 1,628,485,113 $96,462,484,816 -$20,450,085 $59.17 2,282
2021 Q2 1,629,032,475 $108,812,867,660 +$196,512,035 $66.82 2,356
2021 Q1 1,625,417,164 $102,626,029,916 -$2,034,944,135 $63.13 2,354
2020 Q4 1,659,754,136 $102,983,925,167 +$113,251,738 $62.03 2,345
2020 Q3 1,661,886,335 $100,091,328,384 -$881,935,558 $60.29 2,205
2020 Q2 1,673,175,018 $98,320,931,736 -$1,747,397,590 $58.80 2,176
2020 Q1 1,702,222,582 $94,928,983,279 -$2,803,799,190 $55.74 2,138
2019 Q4 1,754,256,411 $112,558,388,543 +$23,914,557,287 $64.19 2,198
2019 Q3 1,370,123,079 $69,476,470,722 +$2,252,216,184 $50.71 1,804
2019 Q2 1,326,331,261 $60,133,984,518 +$2,305,253,369 $45.35 1,764
2019 Q1 1,285,278,561 $61,300,811,601 +$3,613,497,546 $47.71 1,798
2018 Q4 1,209,616,006 $62,838,370,962 +$281,376,947 $51.98 1,763
2018 Q3 1,201,231,875 $74,526,292,260 +$469,683,829 $62.08 1,721
2018 Q2 1,194,290,190 $66,077,177,439 +$451,336,328 $55.34 1,684
2018 Q1 1,181,138,473 $74,663,235,156 +$769,372,284 $63.25 1,744
2017 Q4 1,169,349,908 $71,633,989,820 +$696,881,945 $61.28 1,734
2017 Q3 1,155,524,660 $73,623,011,858 +$838,720,301 $63.74 1,635
2017 Q2 1,143,380,705 $63,701,346,087 -$871,704,475 $55.72 1,589
2017 Q1 1,164,134,034 $63,313,598,547 +$4,007,740,522 $54.38 1,587
2016 Q4 1,185,160,947 $69,238,494,504 +$608,437,322 $58.44 1,592
2016 Q3 1,180,351,905 $63,614,453,260 -$2,914,632,055 $53.92 1,506
2016 Q2 1,231,515,849 $90,570,099,374 -$149,183,502 $73.55 1,565
2016 Q1 1,232,444,775 $78,723,485,032 -$127,145,931 $63.88 1,511
2015 Q4 1,234,260,417 $84,910,108,566 +$892,633,193 $68.79 1,526
2015 Q3 1,219,328,294 $72,195,041,977 +$537,979,637 $59.20 1,439
2015 Q2 1,213,708,840 $80,761,825,328 +$709,342,726 $66.54 1,439
2015 Q1 1,203,316,938 $77,608,566,874 +$357,492,053 $64.50 1,439
2014 Q4 1,199,859,149 $70,850,516,987 +$2,167,913,165 $59.03 1,401
2014 Q3 1,162,112,740 $59,479,364,949 -$312,897,488 $51.18 1,293
2014 Q2 1,169,080,086 $56,719,598,166 +$1,228,888,644 $48.51 1,296
2014 Q1 1,146,495,825 $59,537,905,517 +$863,784,685 $51.95 1,314