# Bristol-Myers Squibb (BMY) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 110122108
Page URL: https://superinvestorclub.com/stock/BMY
Last updated: 2026-08-29T13:46:17.354Z

## Summary

As of the most recent 13F filing period, Bristol-Myers Squibb (BMY) is held by 10 tracked superinvestors with an aggregate position value of $1.04B representing 01700704469643017415269500452354236137570263572468412532 shares.

## Top institutional holders (10)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 17007044 | $979.9M | 2.88% | 2026-06-30 |
| 2 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 696430 | $40.1M | 0.40% | 2026-06-30 |
| 3 | [Kahn Brothers](https://superinvestorclub.com/manager/83) | Kahn Brothers Group | 174152 | $10.0M | 1.59% | 2026-06-30 |
| 4 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 69500 | $4.0M | 0.95% | 2026-06-30 |
| 5 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 45235 | $2.6M | 1.89% | 2026-06-30 |
| 6 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 42361 | $2.4M | 0.00% | 2026-06-30 |
| 7 | [Tweedy Browne](https://superinvestorclub.com/manager/18) | Tweedy Browne Company | 37570 | $2.2M | 0.16% | 2026-06-30 |
| 8 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 26357 | $1.5M | 0.04% | 2026-06-30 |
| 9 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 24684 | $1.4M | 0.01% | 2026-06-30 |
| 10 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 12532 | $722,094 | 0.03% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $661,941 aggregate, 010351 shares
- 2023-09-30: 3 holders, $50.4M aggregate, 0851699107355440 shares
- 2023-12-31: 4 holders, $874.9M aggregate, 016200284833916111855440 shares
- 2024-03-31: 6 holders, $969.6M aggregate, 01626704183199170322660000110375549 shares
- 2024-06-30: 7 holders, $741.1M aggregate, 01576689882725861921155499460000104375604 shares
- 2024-09-30: 8 holders, $906.9M aggregate, 0156277438261086103583425148000025982101875619 shares
- 2024-12-31: 9 holders, $1.11B aggregate, 015402468206107613736876902521080003577626162101865449 shares
- 2025-03-31: 13 holders, $1.90B aggregate, 01345882613030562234123814251665974281080006501936341265602637513090120004092 shares
- 2025-06-30: 12 holders, $1.24B aggregate, 01484347584367592703724550683108000718153394426842263751253171844729 shares
- 2025-09-30: 11 holders, $1.05B aggregate, 0149016047423820444032272334108000694403255626475263921446610082 shares
- 2025-12-31: 12 holders, $1.44B aggregate, 017943503707825073267740889220219610800053966301572493816842155853929 shares
- 2026-03-31: 11 holders, $1.40B aggregate, 0170957314622820721731241689170381695005310228885261582420015553 shares

## Recent congressional trades (30)

- 2026-05-07: Mike Kelly (Republican-PA) sale $15,001 - $50,000
- 2025-12-19: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-12-19: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-12-18: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-11-13: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-11-12: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-11-12: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-11-03: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-09: Gil Cisneros (Democrat-CA) sale $1,001 - $15,000
- 2025-10-09: Gilbert Cisneros (D-CA) sale $1,001 - $15,000
- 2025-08-14: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-08-14: Julie Johnson (Democrat-TX) sale $1,001 - $15,000
- 2025-08-04: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-06-24: Virginia Foxx (Republican-NC) sale $1,001 - $15,000
- 2025-06-24: Virginia Foxx (Republican-NC) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "Bristol-Myers Squibb (BMY) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/BMY), aggregating SEC 13F, Form 4, and congressional disclosures."
