BRISTOL-MYERS SQUIBB CO BMY
COM · Common Stock · CUSIP 110122108 · ISIN US1101221083
American pharmaceutical company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($598.7m this quarter). Holder counts are more reliable. Shares outstanding: 2.0bn as of 2026-04-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $60.55. Options: 64 managers hold calls ($1.5bn notional), 56 hold puts ($1.5bn).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,475 |
| Q4 2022 | 2,603 |
| Q1 2023 | 2,547 |
| Q2 2023 | 2,487 |
| Q3 2023 | 2,394 |
| Q4 2023 | 2,369 |
| Q1 2024 | 2,337 |
| Q2 2024 | 2,155 |
| Q3 2024 | 2,268 |
| Q4 2024 | 2,492 |
| Q1 2025 | 2,485 |
| Q2 2025 | 2,298 |
| Q3 2025 | 2,276 |
| Q4 2025 | 2,457 |
| Q1 2026 | 2,536 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 833 | 1,365 |
| Q3 2024 | 1,064 | 1,060 |
| Q4 2024 | 1,104 | 1,027 |
| Q1 2025 | 1,120 | 1,155 |
| Q2 2025 | 946 | 1,343 |
| Q3 2025 | 974 | 1,136 |
| Q4 2025 | 1,103 | 1,106 |
| Q1 2026 | 1,289 | 1,026 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.1bn | $1.3bn | 1.13 |
| Q3 2025 | $1.4bn | $1.5bn | 1.06 |
| Q4 2025 | $1.3bn | $1.9bn | 1.42 |
| Q1 2026 | $1.5bn | $1.5bn | 1.04 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +17.5m |
| JPMORGAN CHASE & CO | Added | +17.1m |
| TWO SIGMA INVESTMENTS, LP | Added | +6.9m |
| SG Americas Securities, LLC | Added | +6.3m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +5.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +5.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +3.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.4m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +2.6m |
| Capital World Investors | New | +2.2m |
Biggest sellers
| Capital International Investors | Reduced | -12.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -10.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -8.3m |
| TWO SIGMA ADVISERS, LP | Sold out | -8.3m |
| HSBC HOLDINGS PLC | Reduced | -8.0m |
| MARSHALL WACE, LLP | Reduced | -7.2m |
| BlackRock, Inc. | Reduced | -5.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -4.3m |
| Skandinaviska Enskilda Banken AB (publ) | Reduced | -4.0m |
| Man Group plc | Reduced | -2.7m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $293.2m4.8m shares |
| CITADEL ADVISORS LLC | Added | $290.0m4.8m shares |
| JANE STREET GROUP, LLC | Added | $130.3m2.1m shares |
| Walleye Trading LLC | Reduced | $95.3m1.6m shares |
| ROYAL BANK OF CANADA | New | $63.7m1.1m shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $60.6m1.0m shares |
| SIMPLEX TRADING, LLC | Reduced | $42.8m705.9k shares |
| IMC-Chicago, LLC | Reduced | $39.4m649.2k shares |
| GOLDMAN SACHS GROUP INC | Added | $27.8m457.9k shares |
| Lombard Odier Asset Management (USA) Corp | Reduced | $27.3m450.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $286.9m4.7m shares |
| JPMORGAN CHASE & CO | Reduced | $203.7m3.4m shares |
| CITADEL ADVISORS LLC | Reduced | $197.3m3.3m shares |
| JANE STREET GROUP, LLC | Added | $131.2m2.2m shares |
| Centiva Capital, LP | Added | $67.9m1.1m shares |
| LMR Partners LLP | Added | $67.6m1.1m shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $46.5m767.0k shares |
| IMC-Chicago, LLC | Added | $40.8m673.3k shares |
| Walleye Trading LLC | Reduced | $39.0m643.5k shares |
| Twin Tree Management, LP | Added | $34.0m560.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.1% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $100.1k | 1 | $38.9k | — |
| Q1 2025 | 2 | $210.1k | 0 | — | — |
| Q2 2025 | 1 | $202.2k | 1 | $3.7k | — |
| Q3 2025 | 0 | — | 2 | $2.7m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.18% of their portfolio | 171.7m $10.4bn | Reduced -5.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 132.3m $8.0bn | First filing |
| STATE STREET CORP 0.21% of their portfolio | 98.6m $6.0bn | Added +584.5k |
| JPMORGAN CHASE & CO 0.37% of their portfolio | 92.5m $5.5bn | Added +17.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.57% of their portfolio | 61.1m $3.7bn | Reduced -10.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.21% of their portfolio | 55.3m $3.3bn | Added +2.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.15% of their portfolio | 46.2m $2.8bn | First filing |
| BANK OF AMERICA CORP /DE/ 0.14% of their portfolio | 32.6m $2.0bn | Added +17.5m |
| AQR CAPITAL MANAGEMENT LLC 0.82% of their portfolio | 29.6m $1.8bn | Added +3.8m |
| MORGAN STANLEY 0.11% of their portfolio | 29.2m $1.8bn | Added +849.9k |
| AMERIPRISE FINANCIAL INC 0.37% of their portfolio | 26.5m $1.6bn | Reduced -1.6m |
| PRIMECAP MANAGEMENT CO/CA/ 1.19% of their portfolio | 25.0m $1.5bn | Added +109.6k |
| NORTHERN TRUST CORP 0.20% of their portfolio | 24.8m $1.5bn | Added +163.7k |
| Bank of New York Mellon Corp 0.26% of their portfolio | 23.3m $1.4bn | Reduced -1.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.29% of their portfolio | 22.7m $1.4bn | Added +1.3m |
| Independent Franchise Partners LLP 9.03% of their portfolio | 21.3m $1.3bn | Added +447.3k |
| DIMENSIONAL FUND ADVISORS LP 0.24% of their portfolio | 18.8m $1.1bn | Added +520.3k |
| PZENA INVESTMENT MANAGEMENT LLC 3.37% of their portfolio | 17.1m $1.0bn | Reduced -847.8k |
| Legal & General Group Plc 0.24% of their portfolio | 16.9m $1.0bn | Reduced -488.4k |
| Invesco Ltd. 0.09% of their portfolio | 15.5m $940.7m | Reduced -1.3m |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 14.1m $852.4m | Reduced -4.3m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.61% of their portfolio | 12.2m $742.1m | Reduced -318.9k |
| ACADIAN ASSET MANAGEMENT LLC 1.02% of their portfolio | 11.9m $720.9m | Added +5.9m |
| TWO SIGMA INVESTMENTS, LP 0.58% of their portfolio | 11.5m $699.6m | Added +6.9m |
| VANGUARD FIDUCIARY TRUST CO 0.18% of their portfolio | 11.5m $698.5m | First filing |
| ROYAL BANK OF CANADA 0.13% of their portfolio | 11.0m $664.6m | Reduced -1.7m |
| FMR LLC 0.03% of their portfolio | 10.7m $647.2m | Added +420.8k |
| VAN ECK ASSOCIATES CORP 0.47% of their portfolio | 10.3m $622.1m | Reduced -296.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 10.3m $621.7m | Added +3.4m |
| VICTORY CAPITAL MANAGEMENT INC 0.36% of their portfolio | 9.2m $555.0m | Added +946.8k |
| DEUTSCHE BANK AG\ 0.18% of their portfolio | 9.0m $548.1m | Added +240.8k |
| SG Americas Securities, LLC 0.60% of their portfolio | 8.9m $540.4m | Added +6.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.29% of their portfolio | 8.9m $538.1m | Reduced -8.3m |
| LSV ASSET MANAGEMENT 1.16% of their portfolio | 8.9m $537.1m | Added +202.6k |
| Capital International Investors 0.12% of their portfolio | 8.4m $511.2m | Reduced -12.6m |
| Pacer Advisors, Inc. 1.38% of their portfolio | 7.9m $480.8m | Reduced -451.0k |
| UBS Group AG 0.08% of their portfolio | 7.2m $436.7m | Added +1.0m |
| Allianz Asset Management GmbH 0.48% of their portfolio | 6.9m $417.3m | Added +1.4m |
| Robeco Institutional Asset Management B.V. 0.58% of their portfolio | 6.7m $408.4m | Added +28.9k |
| Amundi 0.11% of their portfolio | 6.7m $404.8m | Added +642.5k |
| MILLENNIUM MANAGEMENT LLC 0.30% of their portfolio | 6.5m $397.0m | Added +5.8m |
| FIL Ltd 0.30% of their portfolio | 6.3m $380.8m | Reduced -213.4k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 6.2m $375.9m | Reduced -2.4m |
| Swiss National Bank 0.21% of their portfolio | 6.0m $362.3m | Added +396.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.24% of their portfolio | 5.9m $360.7m | Reduced -945.5k |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 5.9m $360.7m | Added +7.2k |
| Nuveen, LLC 0.10% of their portfolio | 5.8m $352.6m | Added +287.4k |
| M&G PLC 1.82% of their portfolio | 5.8m $351.6m | Reduced -1.4m |
| Man Group plc 0.71% of their portfolio | 5.7m $343.2m | Reduced -2.7m |
| FIRST TRUST ADVISORS LP 0.24% of their portfolio | 5.5m $335.7m | Added +243.5k |
| National Pension Service 0.25% of their portfolio | 5.5m $335.5m | Reduced -2.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 5.5m $334.0m | Reduced -1.4m |
| BARCLAYS PLC 0.12% of their portfolio | 5.4m $328.7m | Reduced -1.9m |
| California Public Employees Retirement System 0.20% of their portfolio | 5.2m $317.4m | Added +121.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.21% of their portfolio | 5.1m $308.8m | Added +333.4k |
| ALLIANCEBERNSTEIN L.P. 0.09% of their portfolio | 4.9m $262.8m | Added +2.2m |
| HSBC HOLDINGS PLC 0.17% of their portfolio | 4.8m $292.3m | Reduced -8.0m |
| Vanguard Global Advisers, LLC 0.15% of their portfolio | 4.7m $287.2m | First filing |
| Dodge & Cox 0.15% of their portfolio | 4.6m $280.4m | Reduced -2.5m |
| Russell Investments Group, Ltd. 0.29% of their portfolio | 4.5m $274.2m | Added +53.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.18% of their portfolio | 4.5m $275.5m | Reduced -662.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% of their portfolio | 4.4m $267.3m | Reduced -58.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 1.02% of their portfolio | 4.3m $258.2m | Reduced -58.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.21% of their portfolio | 4.1m $248.7m | First filing |
| CANADA PENSION PLAN INVESTMENT BOARD 0.16% of their portfolio | 4.1m $248.4m | Reduced -422.7k |
| KBC Group NV 0.61% of their portfolio | 4.0m $243.2m | Added +42.1k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 3.9m $237.7m | Reduced -56.7k |
| DekaBank Deutsche Girozentrale 0.38% of their portfolio | 3.8m $229.7m | Unchanged |
| PANAGORA ASSET MANAGEMENT INC 0.84% of their portfolio | 3.7m $225.4m | Added +419.9k |
| MARSHALL WACE, LLP 0.24% of their portfolio | 3.7m $223.8m | Reduced -7.2m |
| RHUMBLINE ADVISERS 0.19% of their portfolio | 3.6m $221.2m | Added +67.6k |
| SEB Asset Management AB 0.93% of their portfolio | 3.6m $217.5m | First filing |
| Aberdeen Group plc 0.34% of their portfolio | 3.4m $207.6m | Added +25.5k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.79% of their portfolio | 3.4m $205.7m | Added +1.2m |
| PNC Financial Services Group, Inc. 0.12% of their portfolio | 3.4m $205.0m | Reduced -54.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.21% of their portfolio | 3.3m $201.2m | Reduced -77.7k |
| LPL Financial LLC 0.05% of their portfolio | 3.2m $194.9m | Added +359.3k |
| Qube Research & Technologies Ltd 0.28% of their portfolio | 3.2m $194.3m | Added +772.6k |
| CANADA LIFE ASSURANCE Co 0.33% of their portfolio | 3.1m $186.7m | Added +91.4k |
| Ensign Peak Advisors, Inc 0.34% of their portfolio | 3.0m $182.0m | Added +785.7k |
| Swedbank AB 0.19% of their portfolio | 3.0m $179.6m | Reduced -17.7k |
| Artemis Investment Management LLP 1.86% of their portfolio | 2.9m $175.0m | Added +1.1m |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.87% of their portfolio | 2.6m $158.0m | Reduced -120.3k |
| CITIGROUP INC 0.10% of their portfolio | 2.6m $155.3m | Added +183.9k |
| Employees Provident Fund Board 1.15% of their portfolio | 2.5m $152.2m | Added +450.0k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 2.4m $143.7m | Reduced -247.1k |
| NATIONAL BANK OF CANADA /FI/ 0.15% of their portfolio | 2.4m $143.2m | Reduced -723.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.20% of their portfolio | 2.4m $142.6m | Added +3.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 2.3m $140.8m | Added +119 |
| JANE STREET GROUP, LLC 0.15% of their portfolio | 2.3m $137.4m | Added +2.1m |
| Capital World Investors 0.02% of their portfolio | 2.2m $134.9m | New |
| SEI INVESTMENTS CO 0.12% of their portfolio | 2.2m $133.4m | Added +166.7k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.97% of their portfolio | 2.2m $130.5m | Reduced -83.2k |
| AustralianSuper Pty Ltd 0.67% of their portfolio | 2.1m $128.9m | Reduced -209.3k |
| HRT FINANCIAL LP 0.45% of their portfolio | 2.1m $125.9m | Added +1.9m |
| NATIXIS 0.50% of their portfolio | 2.1m $125.4m | Added +522.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.11% of their portfolio | 2.0m $121.9m | Added +1.8m |
| STIFEL FINANCIAL CORP 0.11% of their portfolio | 2.0m $121.6m | Added +14.8k |
| Sofinnova Investments, Inc. 6.04% of their portfolio | 2.0m $120.6m | Added +475.7k |
| MACQUARIE GROUP LTD 0.71% of their portfolio | 2.0m $118.8m | Reduced -57.5k |