Stocklore

Bristol-Myers Squibb Co. (BMY)

Biotech & Health · US stock

What changed in recent filings

  • Institutions — 7 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Bristol-Myers Squibb Co.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 82019 Q2 · 72019 Q3 · 62019 Q4 · 52020 Q1 · 42020 Q2 · 32020 Q3 · 52020 Q4 · 72021 Q1 · 92021 Q2 · 62021 Q3 · 72021 Q4 · 62022 Q1 · 32022 Q2 · 32022 Q3 · 42022 Q4 · 52023 Q1 · 42023 Q2 · 42023 Q3 · 32023 Q4 · 32024 Q1 · 32024 Q2 · 42024 Q3 · 42024 Q4 · 42025 Q1 · 22025 Q2 · 22025 Q3 · 32025 Q4 · 42026 Q1 · 32026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 8 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Bristol-Myers Squibb Co.

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • National Pension Service (Korea)0.21% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Management2.88% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.35% of portfolio · held as of 2026 Q2 or earlier
  • GQG Partners0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.02% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.85% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Bristol Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Bristol derives close to 70% of total sales from the US, showing a higher dependence on the US market than most of its peer group.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Bristol-Myers Squibb Co. is classified under the Biotech & Health sector. See peers below.

BMY segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
United States 69%Non-U.S. 28%Other region 2%

ETFs holding Bristol-Myers Squibb Co.

Per SEC N-PORT · 2026-05-31 · by weight · factual

SCHDSchwab U.S. Dividend Equity ETF
2.93%
XLVState Street(R) Health Care Select Sector SPDR(R) ETF
2.05%
JEPIJPMorgan Equity Premium Income ETF
1.23%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.51%
VTVVANGUARD VALUE INDEX FUND
0.44%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
SPY
0.18%
VOOVANGUARD 500 INDEX FUND
0.18%
IVViShares Core S&P 500 ETF
0.18%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.16%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.16%

BMY on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full BMY analysis →

Peers · Biotech & Health

BMY FAQ

What is Bristol-Myers Squibb Co. (BMY)?

Bristol Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Bristol derives close to 70% of total sales from the US, showing a higher dependence on the US market than most of its peer group.

What sector is Bristol-Myers Squibb Co. in?

Bristol-Myers Squibb Co. is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

Where can I analyze Bristol-Myers Squibb Co. (BMY) stock?

On Stocklore you can see BMY's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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