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 ($418.4m this quarter). Holder counts are more reliable. Shares outstanding: 2.0bn as of 2026-07-22, 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 ≈ $57.67. Options: 56 managers hold calls ($1.5bn notional), 49 hold puts ($1.5bn).
Trends to Q2 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 |
| Q2 2026 | 2,514 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 1,139 | 1,160 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.4bn | $1.5bn | 1.06 |
| Q4 2025 | $1.3bn | $1.9bn | 1.42 |
| Q1 2026 | $1.5bn | $1.5bn | 1.04 |
| Q2 2026 | $1.5bn | $1.5bn | 0.99 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +21.5m |
| BlackRock, Inc. | Added | +8.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +6.5m |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +6.0m |
| FMR LLC | Added | +5.6m |
| STATE STREET CORP | Added | +3.8m |
| GOLDMAN SACHS GROUP INC | Added | +3.0m |
| Caisse de depot et placement du Quebec | Added | +2.7m |
| UBS Group AG | Added | +1.7m |
| BANK OF AMERICA CORP /DE/ | Added | +1.5m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -20.8m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -5.8m |
| Dodge & Cox | Reduced | -4.6m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -3.9m |
| MARSHALL WACE, LLP | Reduced | -3.7m |
| Capital International Investors | Reduced | -2.5m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -2.3m |
| JANE STREET GROUP, LLC | Reduced | -2.2m |
| SG Americas Securities, LLC | Reduced | -1.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.6m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $243.4m4.2m shares |
| JANE STREET GROUP, LLC | Added | $224.9m3.9m shares |
| CITADEL ADVISORS LLC | Reduced | $157.8m2.7m shares |
| SUSQUEHANNA ADVISORS GROUP, INC. | New | $115.2m2.0m shares |
| Walleye Trading LLC | Reduced | $88.0m1.5m shares |
| MASTERS CAPITAL MANAGEMENT LLC | Unchanged | $57.6m1.0m shares |
| Point72 Asset Management, L.P. | Added | $56.0m972.3k shares |
| LMR Partners LLP | Added | $48.1m834.6k shares |
| TORONTO DOMINION BANK | Added | $40.6m705.0k shares |
| JPMORGAN CHASE & CO | Added | $39.8m680.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $324.6m5.6m shares |
| CITADEL ADVISORS LLC | Added | $194.5m3.4m shares |
| JANE STREET GROUP, LLC | Added | $152.5m2.6m shares |
| JPMORGAN CHASE & CO | Reduced | $142.0m2.4m shares |
| LMR Partners LLP | Added | $106.1m1.8m shares |
| Walleye Trading LLC | Added | $69.0m1.2m shares |
| Centiva Capital, LP | Reduced | $57.9m1.0m shares |
| IMC-Chicago, LLC | Added | $48.8m846.5k shares |
| SIMPLEX TRADING, LLC | Added | $38.3m665.4k shares |
| UBS Group AG | Added | $34.0m590.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 1 | $1.9m | — |
| Q3 2026 | 0 | — | 2 | $437.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Massacesi Cristian EVP,Chief Med Offr,Head of Dev | Sold | $403.5k6.2k shares |
| 2026-08-25 | Holzer Phil M SVP and Controller | Sold | $33.8k500 shares |
| 2026-04-01 | Elkins David V EVP, Chief Financial Officer | Sold | $1.9m30.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.15% of their portfolio | 180.4m $10.4bn | Added +8.7m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 133.3m $7.7bn | Added +1.0m |
| STATE STREET CORP 0.18% of their portfolio | 102.4m $5.9bn | Added +3.8m |
| JPMORGAN CHASE & CO 0.25% of their portfolio | 71.7m $4.2bn | Reduced -20.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.52% of their portfolio | 67.6m $3.9bn | Added +6.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 56.4m $3.2bn | Added +1.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.12% of their portfolio | 46.9m $2.7bn | Added +642.9k |
| NORGES BANK 0.21% of their portfolio | 36.9m $2.1bn | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 34.0m $2.0bn | Added +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.18% of their portfolio | 31.7m $1.8bn | Added +21.5m |
| MORGAN STANLEY 0.09% of their portfolio | 29.0m $1.7bn | Reduced -189.5k |
| AQR CAPITAL MANAGEMENT LLC 0.55% of their portfolio | 27.4m $1.6bn | Reduced -2.3m |
| AMERIPRISE FINANCIAL INC 0.31% of their portfolio | 26.7m $1.5bn | Added +199.3k |
| PRIMECAP MANAGEMENT CO/CA/ 0.85% of their portfolio | 24.9m $1.4bn | Reduced -61.2k |
| NORTHERN TRUST CORP 0.17% of their portfolio | 24.9m $1.4bn | Added +159.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% of their portfolio | 22.8m $1.3bn | Added +119.7k |
| Bank of New York Mellon Corp 0.21% of their portfolio | 21.8m $1.3bn | Reduced -1.5m |
| Independent Franchise Partners LLP 8.24% of their portfolio | 21.8m $1.3bn | Added +517.4k |
| DIMENSIONAL FUND ADVISORS LP 0.21% of their portfolio | 19.7m $1.1bn | Added +929.4k |
| Legal & General Group Plc 0.20% of their portfolio | 17.0m $980.9m | Added +145.3k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 17.0m $980.5m | Added +3.0m |
| PZENA INVESTMENT MANAGEMENT LLC 2.88% of their portfolio | 17.0m $979.9m | Reduced -88.7k |
| FMR LLC 0.04% of their portfolio | 16.3m $938.8m | Added +5.6m |
| Invesco Ltd. 0.07% of their portfolio | 16.0m $923.8m | Added +523.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.51% of their portfolio | 12.2m $716.0m | Reduced -8.5k |
| ROYAL BANK OF CANADA 0.12% of their portfolio | 12.1m $696.9m | Added +1.1m |
| ACADIAN ASSET MANAGEMENT LLC 0.79% of their portfolio | 11.6m $668.0m | Reduced -294.3k |
| VANGUARD FIDUCIARY TRUST CO 0.15% of their portfolio | 11.5m $660.8m | Reduced -49.4k |
| VAN ECK ASSOCIATES CORP 0.36% of their portfolio | 10.2m $588.7m | Reduced -39.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.33% of their portfolio | 10.2m $585.9m | Added +1.0m |
| DEUTSCHE BANK AG\ 0.17% of their portfolio | 10.1m $584.5m | Added +1.1m |
| TWO SIGMA INVESTMENTS, LP 0.44% of their portfolio | 10.1m $581.1m | Reduced -1.4m |
| LSV ASSET MANAGEMENT 1.03% of their portfolio | 9.9m $567.7m | Added +996.9k |
| UBS Group AG 0.08% of their portfolio | 8.9m $511.5m | Added +1.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.22% of their portfolio | 8.6m $494.7m | Reduced -286.9k |
| Allianz Asset Management GmbH 0.50% of their portfolio | 8.3m $481.7m | Added +1.4m |
| NORDEA INVESTMENT MANAGEMENT AB 0.38% of their portfolio | 8.1m $462.9m | Added +6.0m |
| Pacer Advisors, Inc. 1.20% of their portfolio | 8.0m $460.7m | Added +67.6k |
| Amundi 0.10% of their portfolio | 7.5m $430.7m | Added +800.5k |
| SG Americas Securities, LLC 0.24% of their portfolio | 7.3m $419.6m | Reduced -1.6m |
| Robeco Institutional Asset Management B.V. 0.51% of their portfolio | 7.2m $417.4m | Added +510.9k |
| FIL Ltd 0.27% of their portfolio | 6.5m $375.9m | Added +245.0k |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 6.3m $364.3m | Added +375.2k |
| FIRST TRUST ADVISORS LP 0.20% of their portfolio | 6.0m $344.7m | Added +447.3k |
| Capital International Investors 0.07% of their portfolio | 5.9m $340.8m | Reduced -2.5m |
| Swiss National Bank 0.17% of their portfolio | 5.8m $331.8m | Reduced -215.6k |
| National Pension Service 0.21% of their portfolio | 5.6m $321.4m | Added +46.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.18% of their portfolio | 5.5m $319.2m | Added +448.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.17% of their portfolio | 5.5m $316.5m | Reduced -455.2k |
| HSBC HOLDINGS PLC 0.15% of their portfolio | 5.4m $312.6m | Added +588.4k |
| M&G PLC 1.53% of their portfolio | 5.3m $306.9m | Reduced -471.9k |
| Nuveen, LLC 0.07% of their portfolio | 5.2m $300.3m | Reduced -601.4k |
| BARCLAYS PLC 0.09% of their portfolio | 5.1m $296.5m | Reduced -274.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.17% of their portfolio | 5.1m $293.4m | Added +549.9k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 4.8m $276.0m | Reduced -1.4m |
| ALLIANCEBERNSTEIN L.P. 0.10% of their portfolio | 4.8m $288.6m | Reduced -115.0k |
| Vanguard Global Advisers, LLC 0.13% of their portfolio | 4.7m $270.9m | Reduced -34.2k |
| Man Group plc 0.49% of their portfolio | 4.7m $269.8m | Reduced -976.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.18% of their portfolio | 4.6m $266.2m | Added +518.6k |
| California Public Employees Retirement System 0.15% of their portfolio | 4.6m $263.4m | Reduced -663.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.25% of their portfolio | 4.3m $249.4m | Reduced -80.4k |
| KBC Group NV 0.53% of their portfolio | 4.3m $245.7m | Added +255.2k |
| Caisse de depot et placement du Quebec 0.35% of their portfolio | 4.2m $243.6m | Added +2.7m |
| Russell Investments Group, Ltd. 0.21% of their portfolio | 4.2m $244.3m | Reduced -328.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.13% of their portfolio | 4.2m $241.2m | Added +90.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 3.9m $225.5m | Reduced -1.6m |
| DekaBank Deutsche Girozentrale 0.38% of their portfolio | 3.8m $225.1m | Unchanged |
| Employees Provident Fund Board 1.20% of their portfolio | 3.6m $209.8m | Added +1.1m |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 3.5m $199.9m | Reduced -451.9k |
| CITIGROUP INC 0.09% of their portfolio | 3.4m $194.2m | Added +808.8k |
| RHUMBLINE ADVISERS 0.15% of their portfolio | 3.3m $192.9m | Reduced -300.2k |
| LPL Financial LLC 0.04% of their portfolio | 3.3m $188.2m | Added +52.6k |
| PNC Financial Services Group, Inc. 0.09% of their portfolio | 3.2m $186.5m | Reduced -143.0k |
| Aberdeen Group plc 0.26% of their portfolio | 3.2m $185.7m | Reduced -200.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio | 3.2m $185.3m | Reduced -102.1k |
| Qube Research & Technologies Ltd 0.20% of their portfolio | 3.1m $178.3m | Reduced -109.7k |
| Artemis Investment Management LLP 1.57% of their portfolio | 3.1m $175.9m | Added +168.2k |
| Swedbank AB 0.15% of their portfolio | 3.0m $175.3m | Added +81.5k |
| SEB Asset Management AB 0.62% of their portfolio | 2.9m $165.5m | Reduced -713.7k |
| Ensign Peak Advisors, Inc 0.27% of their portfolio | 2.9m $165.1m | Reduced -135.6k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 2.8m $160.0m | Added +408.1k |
| CANADA LIFE ASSURANCE Co 0.25% of their portfolio | 2.8m $159.1m | Reduced -302.5k |
| NATIONAL BANK OF CANADA /FI/ 0.13% of their portfolio | 2.6m $148.7m | Added +219.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 2.5m $146.9m | Added +227.5k |
| NATIXIS 0.69% of their portfolio | 2.5m $145.2m | Added +451.1k |
| AustralianSuper Pty Ltd 0.61% of their portfolio | 2.4m $140.2m | Added +308.0k |
| Mirae Asset Global Investments Co., Ltd. 0.26% of their portfolio | 2.4m $138.1m | Added +476.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.67% of their portfolio | 2.3m $132.8m | Reduced -301.1k |
| PANAGORA ASSET MANAGEMENT INC 0.41% of their portfolio | 2.3m $132.6m | Reduced -1.4m |
| Capital World Investors 0.02% of their portfolio | 2.2m $129.3m | Added +19.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 2.2m $129.3m | Reduced -107.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio | 2.2m $125.4m | Added +410.2k |
| SEI INVESTMENTS CO 0.11% of their portfolio | 2.2m $124.1m | Reduced -45.7k |
| PFA Pension, Forsikringsaktieselskab 0.31% of their portfolio | 2.1m $121.8m | Added +518.5k |
| MACKENZIE FINANCIAL CORP 0.12% of their portfolio | 2.1m $118.9m | Added +598.9k |
| MACQUARIE GROUP LTD 0.51% of their portfolio | 2.0m $117.2m | Added +76.0k |
| Pictet Asset Management Holding SA 0.11% of their portfolio | 2.0m $116.8m | Added +594.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.40% of their portfolio | 2.0m $116.2m | Reduced -1.4m |
| TD Asset Management Inc 0.10% of their portfolio | 2.0m $115.7m | Added +681.5k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 2.0m $113.8m | Reduced -30.8k |