BRISTOL-MYERS SQUIBB CO (BMY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,399
Reporting holders
$97.9B
Reported value
80.5%
Of shares outstanding
3.1%
Held as options
-10
Holder change
Institutions report 1,645,084,230 shares against 2,042,714,656 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $10.4B | 180,384,994 | 0.15% | 8q | +5.1%+$501.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.7B | 133,337,856 | 0.16% | 2q | +0.8%+$58.6M |
| STATE STREET CORP | $5.9B | 102,408,940 | 0.18% | 31q | +3.9%+$221.5M |
| JPMORGAN CHASE & CO | $4.4B | 71,713,442 | 0.24% | 31q | -22.5%-$1.3B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.9B | 67,595,177 | 0.52% | 31q | +10.6%+$373.4M |
| Sixth Street Partners Management Company, L.P. | $3.9B | 67,595,177 | 0.52% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2B | 56,443,077 | 0.17% | 31q | +2.1%+$66.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 46,873,015 | 0.12% | 2q | +1.4%+$37.0M |
| NORGES BANK | $2.1B | 36,866,658 | 0.21% | 32q | +2.1%+$44.1M |
| BANK OF AMERICA CORP /DE/ | $2.0B | 34,045,352 | 0.13% | 31q | +4.5%+$84.0M |
| MORGAN STANLEY | $1.7B | 29,009,025 | 0.09% | 35q | -0.6%-$10.9M |
| AQR CAPITAL MANAGEMENT LLC | $1.6B | 27,357,486 | 0.55% | 31q | -7.7%-$131.0M |
| AMERIPRISE FINANCIAL INC | $1.5B | 26,670,064 | 0.31% | 31q | -49.6%-$1.5B |
| PRIMECAP MANAGEMENT CO/CA/ | $1.4B | 24,923,900 | 0.85% | 31q | HELD |
| NORTHERN TRUST CORP | $1.4B | 24,918,384 | 0.17% | 31q | +0.6%+$9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3B | 22,839,010 | 0.24% | 31q | +0.5%+$6.9M |
| Bank of New York Mellon Corp | $1.3B | 21,821,384 | 0.21% | 31q | -6.4%-$85.3M |
| Independent Franchise Partners LLP | $1.3B | 21,792,841 | 8.24% | 28q | +2.4%+$29.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.1B | 19,691,951 | 0.21% | 31q | +5.0%+$53.6M |
| GOLDMAN SACHS GROUP INC | $1.0B | 17,016,799 | 0.09% | 31q | +21.1%+$174.8M |
| Legal & General Group Plc | $980.9M | 17,022,940 | 0.20% | 31q | +0.9%+$8.4M |
| PZENA INVESTMENT MANAGEMENT LLC | $979.9M | 17,007,044 | 2.88% | 28q | -0.5%-$5.1M |
| FMR LLC | $938.8M | 16,293,303 | 0.04% | 31q | +52.7%+$324.0M |
| Invesco Ltd. | $923.8M | 16,033,480 | 0.07% | 31q | +3.4%+$30.2M |
| ROYAL BANK OF CANADA | $736.8M | 12,094,886 | 0.11% | 31q | +10.4%+$69.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $716.0M | 12,226,954 | 0.51% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $660.8M | 11,467,840 | 0.15% | 2q | HELD |
| VAN ECK ASSOCIATES CORP | $588.7M | 10,217,590 | 0.36% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $585.9M | 10,168,924 | 0.33% | 31q | +11.1%+$58.6M |
| DEUTSCHE BANK AG\ | $584.5M | 10,143,181 | 0.17% | 34q | +12.2%+$63.8M |
| TWO SIGMA INVESTMENTS, LP | $581.5M | 10,085,383 | 0.42% | 31q | -12.6%-$83.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $578.7M | 185,612 | 0.05% | 31q | -69.1%-$1.3B |
| UBS Group AG | $555.3M | 8,876,439 | 0.07% | 31q | +23.3%+$104.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $494.7M | 8,585,846 | 0.22% | 12q | -3.2%-$16.5M |
| Allianz Asset Management GmbH | $494.7M | 8,275,402 | 0.44% | 40q | +20.3%+$83.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $462.9M | 8,052,294 | 0.38% | 31q | +296.1%+$346.0M |
| CITADEL ADVISORS LLC | $442.9M | 1,572,329 | 0.05% | 31q | +5.2%+$22.0M |
| Amundi | $430.7M | 7,474,537 | 0.10% | 21q | +12.0%+$46.1M |
| Robeco Institutional Asset Management B.V. | $417.4M | 7,244,630 | 0.51% | 38q | +7.6%+$29.4M |
| JANE STREET GROUP, LLC | $382.4M | 86,291 | 0.03% | 31q | -96.2%-$9.7B |
| FIL Ltd | $375.9M | 6,523,813 | 0.27% | 31q | +3.9%+$14.1M |
| WELLS FARGO & COMPANY/MN | $364.9M | 6,321,643 | 0.06% | 31q | -46.8%-$321.6M |
| HSBC HOLDINGS PLC | $355.0M | 5,409,898 | 0.15% | 31q | +12.2%+$38.6M |
| FIRST TRUST ADVISORS LP | $344.7M | 5,981,822 | 0.20% | 31q | +8.1%+$25.8M |
| Capital International Investors | $340.8M | 5,913,752 | 0.07% | 18q | -29.9%-$145.1M |
| Swiss National Bank | $331.8M | 5,758,800 | 0.17% | 31q | -3.6%-$12.4M |
| BNP PARIBAS FINANCIAL MARKETS | $330.8M | 5,492,542 | 0.11% | 31q | -7.7%-$27.4M |
| BARCLAYS PLC | $322.0M | 5,145,086 | 0.06% | 31q | -5.1%-$17.2M |
| National Pension Service | $321.4M | 5,578,135 | 0.21% | 31q | +0.8%+$2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $319.2M | 5,540,268 | 0.18% | 31q | +8.8%+$25.8M |
| M&G PLC | $306.9M | 5,292,229 | 1.53% | 10q | -8.2%-$27.4M |
| Nuveen, LLC | $300.3M | 5,212,215 | 0.07% | 6q | -10.3%-$34.7M |
| Sumitomo Mitsui Trust Group, Inc. | $293.4M | 5,092,121 | 0.17% | 31q | +12.1%+$31.7M |
| ALLIANCEBERNSTEIN L.P. | $288.6M | 4,757,720 | 0.10% | 31q | -2.4%-$7.0M |
| FRANKLIN RESOURCES INC | $276.0M | 4,790,695 | 0.06% | 31q | -22.7%-$81.1M |
| Vanguard Global Advisers, LLC | $270.9M | 4,700,737 | 0.13% | 2q | -0.7%-$2.0M |
| Man Group plc | $270.5M | 4,682,000 | 0.43% | 31q | -17.3%-$56.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $266.2M | 4,619,950 | 0.18% | 2q | +12.6%+$29.9M |
| California Public Employees Retirement System | $263.4M | 4,570,905 | 0.15% | 31q | -12.7%-$38.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $249.4M | 4,327,511 | 0.25% | 31q | -1.8%-$4.6M |
| Russell Investments Group, Ltd. | $244.3M | 4,215,423 | 0.21% | 31q | -7.2%-$19.0M |
| Caisse de depot et placement du Quebec | $243.6M | 4,228,503 | 0.35% | 31q | +185.0%+$158.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $241.2M | 4,186,444 | 0.13% | 31q | +2.2%+$5.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $225.5M | 3,914,086 | 0.04% | 31q | -28.9%-$91.8M |
| Employees Provident Fund Board | $209.8M | 3,640,333 | 1.20% | 14q | +45.1%+$65.2M |
| CITIGROUP INC | $209.7M | 3,370,113 | 0.07% | 31q | +31.6%+$50.3M |
| RAYMOND JAMES FINANCIAL INC | $199.9M | 3,469,260 | 0.05% | 7q | -11.5%-$26.0M |
| Qube Research & Technologies Ltd | $193.9M | 3,093,958 | 0.18% | 15q | -3.4%-$6.9M |
| RHUMBLINE ADVISERS | $192.9M | 3,347,347 | 0.15% | 31q | -8.2%-$17.3M |
| LPL Financial LLC | $188.2M | 3,265,381 | 0.04% | 31q | +1.6%+$3.0M |
| PNC Financial Services Group, Inc. | $186.5M | 3,236,299 | 0.09% | 31q | -4.2%-$8.2M |
| Aberdeen Group plc | $185.7M | 3,222,190 | 0.26% | 31q | -5.9%-$11.5M |
| Artemis Investment Management LLP | $175.9M | 3,053,480 | 1.57% | 3q | +5.8%+$9.7M |
| Swedbank AB | $175.3M | 3,043,205 | 0.15% | 21q | +2.8%+$4.7M |
| LMR Partners LLP | $173.2M | 330,151 | 0.65% | 8q | +6501.7%+$170.6M |
| SEB Asset Management AB | $165.5M | 2,872,632 | 0.62% | 2q | -19.9%-$41.1M |
| Ensign Peak Advisors, Inc | $165.1M | 2,865,663 | 0.27% | 27q | -52.3%-$180.7M |
| BANK OF MONTREAL /CAN/ | $160.0M | 2,777,169 | 0.05% | 31q | +17.2%+$23.5M |
| Walleye Trading LLC | $157.0M | options only | 0.18% | 31q | OPTIONS |
| NATIONAL BANK OF CANADA /FI/ | $148.8M | 2,580,079 | 0.11% | 19q | +9.3%+$12.7M |
| PRINCIPAL FINANCIAL GROUP INC | $146.9M | 2,549,445 | 0.07% | 31q | +9.8%+$13.1M |
| NATIXIS | $145.2M | 2,519,137 | 0.58% | 9q | +21.8%+$26.0M |
| AustralianSuper Pty Ltd | $140.2M | 2,433,354 | 0.61% | 11q | +14.5%+$17.7M |
| Mirae Asset Global Investments Co., Ltd. | $138.1M | 2,396,422 | 0.20% | 31q | -37.6%-$83.1M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $132.8M | 2,304,823 | 0.67% | 31q | -11.6%-$17.3M |
| PANAGORA ASSET MANAGEMENT INC | $132.6M | 2,301,674 | 0.41% | 31q | -38.1%-$81.5M |
| Capital World Investors | $129.3M | 2,244,242 | 0.02% | 2q | +0.9%+$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $129.3M | 2,244,020 | 0.16% | 31q | -4.6%-$6.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $125.4M | 2,176,661 | 0.10% | 31q | +23.2%+$23.6M |
| SEI INVESTMENTS CO | $124.1M | 2,153,285 | 0.11% | 31q | -2.1%-$2.6M |
| PFA Pension, Forsikringsaktieselskab | $121.8M | 2,114,367 | 0.31% | 3q | +32.5%+$29.9M |
| MACKENZIE FINANCIAL CORP | $118.9M | 2,064,284 | 0.12% | 31q | +40.9%+$34.5M |
| MACQUARIE GROUP LTD | $117.2M | 2,034,760 | 0.51% | 32q | +3.9%+$4.4M |
| Pictet Asset Management Holding SA | $116.8M | 2,026,687 | 0.11% | 12q | +41.5%+$34.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $116.2M | 2,015,994 | 0.40% | 6q | -40.6%-$79.3M |
| TD Asset Management Inc | $115.7M | 2,007,448 | 0.10% | 31q | +51.4%+$39.3M |
| SUSQUEHANNA ADVISORS GROUP, INC. | $115.2M | options only | 2.01% | new | OPTIONS |
| STIFEL FINANCIAL CORP | $113.8M | 1,974,256 | 0.09% | 31q | -1.5%-$1.8M |
| Vinva Investment Management Ltd | $109.6M | 1,870,866 | 0.73% | 14q | +93.8%+$53.0M |
| ENVESTNET ASSET MANAGEMENT INC | $108.5M | 1,883,218 | 0.03% | 31q | +3.2%+$3.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,399 | $97.9B | 1,645,084,230 | 147 | 867 | 857 | 3.1% |
| Q1 2026 | 2,409 | $98.0B | 1,568,870,543 | 227 | 892 | 773 | 3.1% |
| Q4 2025 | 2,321 | $88.7B | 1,584,625,319 | 228 | 779 | 859 | 3.7% |
| Q3 2025 | 2,144 | $75.5B | 1,612,542,147 | 137 | 718 | 884 | 3.7% |
| Q2 2025 | 2,142 | $76.5B | 1,602,538,410 | 106 | 692 | 911 | 3.0% |
| Q1 2025 | 2,315 | $99.4B | 1,576,690,083 | 163 | 792 | 836 | 3.3% |
| Q4 2024 | 2,307 | $90.2B | 1,536,654,556 | 165 | 777 | 787 | 3.7% |
| Q3 2024 | 2,083 | $84.0B | 1,551,164,391 | 225 | 692 | 805 | 4.4% |
| Q2 2024 | 1,972 | $66.9B | 1,537,560,725 | 128 | 593 | 932 | 4.5% |
| Q1 2024 | 2,119 | $90.9B | 1,628,012,430 | 136 | 785 | 834 | 2.9% |
| Q4 2023 | 2,135 | $85.2B | 1,606,420,862 | 96 | 563 | 1,023 | 3.3% |
| Q3 2023 | 2,124 | $91.6B | 1,510,082,700 | 72 | 619 | 980 | 4.3% |
| Q2 2023 | 2,192 | $99.9B | 1,524,600,223 | 68 | 742 | 868 | 2.3% |
| Q1 2023 | 2,218 | $109.6B | 1,553,986,721 | 79 | 792 | 783 | 2.1% |
| Q4 2022 | 2,107 | $99.0B | 1,330,519,909 | 111 | 691 | 682 | 3.4% |
| Q3 2022 | 2,485 | $120.6B | 1,647,701,177 | 75 | 854 | 891 | 3.0% |
| Q2 2022 | 2,553 | $131.4B | 1,648,887,763 | 134 | 857 | 991 | 3.5% |
| Q1 2022 | 2,533 | $123.6B | 1,633,323,587 | 182 | 897 | 926 | 3.6% |
| Q4 2021 | 2,455 | $104.8B | 1,611,665,733 | 127 | 807 | 944 | 4.1% |
| Q3 2021 | 2,302 | $99.4B | 1,630,176,746 | 78 | 852 | 801 | 2.9% |
| Q2 2021 | 2,385 | $111.7B | 1,634,085,089 | 126 | 843 | 890 | 2.3% |
| Q1 2021 | 2,378 | $105.3B | 1,634,281,023 | 125 | 895 | 900 | 2.2% |
| Q4 2020 | 2,367 | $108.6B | 1,673,186,558 | 123 | 862 | 790 | 3.3% |
| Q3 2020 | 2,222 | $103.4B | 1,669,606,278 | 110 | 786 | 846 | 2.8% |
| Q2 2020 | 2,197 | $101.9B | 1,683,949,803 | 142 | 865 | 771 | 3.0% |
| Q1 2020 | 2,158 | $99.3B | 1,723,078,111 | 127 | 761 | 887 | 3.3% |
| Q4 2019 | 2,232 | $122.3B | 1,802,717,198 | 321 | 1,178 | 383 | 5.4% |
| Q3 2019 | 1,843 | $73.3B | 1,377,589,336 | 139 | 660 | 667 | 4.6% |
| Q2 2019 | 1,797 | $64.8B | 1,346,074,163 | 121 | 693 | 665 | 5.8% |
| Q1 2019 | 1,864 | $67.6B | 1,291,762,549 | 206 | 666 | 627 | 8.8% |
| Q4 2018 | 1,779 | $66.7B | 1,241,425,499 | 13 | 31 | 26 | 3.4% |