BRISTOL-MYERS SQUIBB (BMY) — Institutional Holders & Hedge Fund Ownership
BRISTOL-MYERS SQUIBB (BMY) institutional ownership: 9 hedge funds and institutional investors, holding 24.5M shares ($1.49B), as of Q1 2026, per SEC Form 13F-HR filings.
Quarterly 13F filings reveal which hedge funds, family offices, and institutional investors hold BRISTOL-MYERS SQUIBB (BMY) — and how their positions changed versus the prior quarter. Pactolio aggregates these SEC Form 13F-HR filings into one view: top institutional holders, biggest QoQ buyers and sellers, and consolidated ownership changes for BMY.
The top BMY shareholders by portfolio weight are Pzena Investment Management (3.37%), Hillman Capital Management (2.24%), and Kahn Brothers Group (1.83%). In Q1 2026, Vestal Point Capital made the largest position increase (+1.20%).
Top 9 Institutional Holders of BRISTOL-MYERS SQUIBB (BMY) — Q1 2026
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Pzena Investment Management | 17,095,731 | $1.04B | 3.37% |
| 2 | Hillman Capital Management | 53,102 | $3.2M | 2.24% |
| 3 | Kahn Brothers Group | 170,381 | $10.3M | 1.83% |
| 4 | Vestal Point Capital | 1,000,000 | $60.6M | 1.70% |
| 5 | Miller Value Partners | 69,500 | $4.2M | 1.10% |
| 6 | Ariel Investments | 1,443,462 | $87.5M | 0.49% |
| 7 | Dodge & Cox | 4,622,820 | $280.4M | 0.15% |
| 8 | Tweedy Browne | 26,158 | $1.6M | 0.13% |
| 9 | Mairs & Power | 24,200 | $1.5M | 0.01% |
- 9Hedge funds holding
- 24,505,354Shares held (disclosed)
- $1.49B13F market value
- 1.10%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of BMY. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold BMY. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Vestal Point Capital+1.20% · +750,000 shares
- Tweedy Browne+0.05% · +9,316 shares
Top sellers
- Miller Value Partners-0.95% · -38,500 shares
- UTIMCO - The University of Texas-0.59% · -76,818 shares
- Kahn Brothers Group-0.10% · -31,815 shares
Ownership Statistics
- Funds holding
- 9
- Median weight
- 1.10%
- Largest holder
- Pzena Investment Management · 3.37%
- Smallest holder
- Mairs & Power · 0.01%
- Shares held
- 24,505,354 (-2,718,442)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding BMY in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Pzena Investment Management | 17,095,731 | $1.04B | 3.37% |
| 2 | Hillman Capital Management | 53,102 | $3.2M | 2.24% |
| 3 | Kahn Brothers Group | 170,381 | $10.3M | 1.83% |
| 4 | Vestal Point Capital | 1,000,000 | $60.6M | 1.70% |
| 5 | Miller Value Partners | 69,500 | $4.2M | 1.10% |
| 6 | Ariel Investments | 1,443,462 | $87.5M | 0.49% |
| 7 | Dodge & Cox | 4,622,820 | $280.4M | 0.15% |
| 8 | Tweedy Browne | 26,158 | $1.6M | 0.13% |
| 9 | Mairs & Power | 24,200 | $1.5M | 0.01% |
See BRISTOL-MYERS SQUIBB CO (BMY) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track BMY Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for BRISTOL-MYERS SQUIBB CO (BMY). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to BMY on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in BMY?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Pzena Investment Management , Hillman Capital Management , and Kahn Brothers Group as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the BMY ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this BMY data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds BMY stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for BMY as of each filing date.