Who holds BMYticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BRISTOL-MYERS SQUIBB CO · COM · quarter ended 2026-03-31 · 42 members disclosed BMY ↗

2,097

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$88.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,076

addsholders whose share count rose or who opened the position (new + add), by shares

187

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BMY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$10.4B	171,682,888	−5,142,518	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.0B	132,320,240	—	no prior
3	STATE STREET CORP	$6.0B	98,564,914	+584,476	add
4	JPMORGAN CHASE & CO	$5.5B	92,475,194	+17,107,541	add
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.7B	61,115,373	−10,207,019	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$3.3B	55,286,174	+2,647,828	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	46,230,155	—	no prior
8	BANK OF AMERICA CORP /DE/	$2.0B	32,586,981	+17,527,686	add
9	AQR CAPITAL MANAGEMENT LLC	$1.8B	29,631,105	+3,834,200	add
10	MORGAN STANLEY	$1.8B	29,198,554	+849,917	add
11	AMERIPRISE FINANCIAL INC	$1.6B	26,470,718	−1,587,938	trim
12	PRIMECAP MANAGEMENT CO/CA/	$1.5B	24,985,149	+109,599	add
13	NORTHERN TRUST CORP	$1.5B	24,758,771	+163,677	add
14	Bank of New York Mellon Corp	$1.4B	23,301,337	−1,194,538	trim
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	22,719,320	+1,281,734	add
16	Independent Franchise Partners LLP	$1.3B	21,275,474	+447,326	add
17	DIMENSIONAL FUND ADVISORS LP	$1.1B	18,762,589	+520,330	add
18	PZENA INVESTMENT MANAGEMENT LLC	$1.0B	17,095,731	−847,772	trim
19	Legal & General Group Plc	$1.0B	16,877,626	−488,406	trim
20	Invesco Ltd.	$941M	15,509,999	−1,322,484	trim
21	SCHRODER INVESTMENT MANAGEMENT GROUP	$742M	12,235,494	−318,868	trim
22	TWO SIGMA INVESTMENTS, LP	$700M	11,535,106	+6,873,064	add
23	VANGUARD FIDUCIARY TRUST CO	$699M	11,517,204	—	no prior
24	ROYAL BANK OF CANADA	$665M	10,958,702	−1,684,783	trim
25	FMR LLC	$647M	10,671,103	+420,797	add
26	VICTORY CAPITAL MANAGEMENT INC	$555M	9,151,211	+946,795	add
27	DEUTSCHE BANK AG\	$548M	9,036,485	+240,752	add
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$538M	8,872,779	−8,317,781	trim
29	Capital International Investors	$511M	8,432,445	−12,559,082	trim
30	UBS Group AG	$437M	7,200,449	+1,049,337	add
31	Allianz Asset Management GmbH	$417M	6,879,864	+1,384,478	add
32	Robeco Institutional Asset Management B.V.	$408M	6,733,740	+28,933	add
33	Amundi	$405M	6,673,998	+642,539	add
34	MILLENNIUM MANAGEMENT LLC	$397M	6,545,442	+5,801,783	add
35	FIL Ltd	$381M	6,278,815	−213,361	trim
36	FRANKLIN RESOURCES INC	$376M	6,198,167	−2,352,990	trim
37	Swiss National Bank	$362M	5,974,400	+396,700	add
38	WELLS FARGO & COMPANY/MN	$361M	5,946,447	+7,244	add
39	Nuveen, LLC	$353M	5,813,633	+287,372	add
40	M&G Plc	$352M	5,764,140	−1,371,341	trim
41	Man Group plc	$343M	5,658,497	−2,659,041	trim
42	FIRST TRUST ADVISORS LP	$336M	5,534,556	+243,511	add
43	National Pension Service	$335M	5,531,199	+5,531,199	new
44	WELLINGTON MANAGEMENT GROUP LLP	$334M	5,506,996	−1,414,512	trim
45	BARCLAYS PLC	$329M	5,419,207	−1,899,064	trim
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$317M	5,233,948	+121,813	add
47	Mitsubishi UFJ Asset Management Co., Ltd.	$309M	5,092,003	+333,373	add
48	HSBC HOLDINGS PLC	$292M	4,821,508	−8,027,922	trim
49	Vanguard Global Advisers, LLC	$287M	4,734,916	—	no prior
50	DODGE & COX	$280M	4,622,820	−2,455,430	trim
51	Sumitomo Mitsui Trust Group, Inc.	$275M	4,542,241	−662,879	trim
52	BNP Paribas Asset Management Holding S.A.	$267M	4,407,916	−58,912	trim
53	ALLIANCEBERNSTEIN L.P.	$263M	4,872,680	+2,217,159	add
54	VANGUARD ASSET MANAGEMENT, Ltd	$249M	4,101,345	—	no prior
55	CANADA PENSION PLAN INVESTMENT BOARD	$248M	4,095,618	−422,719	trim
56	RAYMOND JAMES FINANCIAL INC	$238M	3,921,135	−56,734	trim
57	PANAGORA ASSET MANAGEMENT INC	$225M	3,715,745	+419,925	add
58	SEB Asset Management AB	$218M	3,586,365	—	no prior
59	Aberdeen Group plc	$208M	3,422,423	+25,458	add
60	WORLDQUANT MILLENNIUM ADVISORS LLC	$206M	3,392,094	+1,222,514	add
61	LPL Financial LLC	$195M	3,212,769	+359,262	add
62	Qube Research & Technologies Ltd	$194M	3,203,665	+772,565	add
63	Ensign Peak Advisors, Inc	$182M	3,001,221	+785,725	add
64	Swedbank AB	$180M	2,961,679	−17,734	trim
65	Artemis Investment Management LLP	$175M	2,885,298	+1,144,545	add
66	CITIGROUP INC	$155M	2,561,350	+183,928	add
67	Employees Provident Fund Board	$152M	2,509,000	+450,000	add
68	BANK OF MONTREAL /CAN/	$144M	2,369,085	−247,146	trim
69	NATIONAL BANK OF CANADA /FI/	$143M	2,360,302	−723,372	trim
70	NEW YORK STATE COMMON RETIREMENT FUND	$143M	2,351,578	+3,200	add
71	PRINCIPAL FINANCIAL GROUP INC	$141M	2,321,918	+119	add
72	JANE STREET GROUP, LLC	$137M	2,265,508	+2,102,131	add
73	Capital World Investors	$135M	2,225,030	+2,225,030	new
74	SEI INVESTMENTS CO	$133M	2,199,004	+166,705	add
75	AustralianSuper Pty Ltd	$129M	2,125,356	−209,324	trim
76	NATIXIS	$125M	2,068,064	+522,535	add
77	NORDEA INVESTMENT MANAGEMENT AB	$122M	2,033,068	+1,832,750	add
78	STIFEL FINANCIAL CORP	$122M	2,005,102	+14,825	add
79	Sofinnova Investments, Inc.	$121M	1,988,721	+475,727	add
80	MACQUARIE GROUP LTD	$119M	1,958,745	−57,459	trim
81	LAZARD ASSET MANAGEMENT LLC	$117M	1,924,036	+368,193	add
82	Mirae Asset Global Investments Co., Ltd.	$116M	1,919,528	−195,832	trim
83	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$112M	1,842,539	+11,034	add
84	ENVESTNET ASSET MANAGEMENT INC	$111M	1,825,394	+291,858	add
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$109M	1,790,120	−10,044	trim
86	AVIVA PLC	$107M	1,767,159	+51,415	add
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$107M	1,766,418	+241,405	add
88	Mariner, LLC	$106M	1,744,281	+399,393	add
89	Mitsubishi UFJ Trust & Banking Corp	$105M	1,736,084	+136,480	add
90	IEQ CAPITAL, LLC	$104M	1,721,625	+267,368	add
91	Korea Investment CORP	$103M	1,703,989	+209,534	add
92	Universal- Beteiligungs- und Servicegesellschaft mbH	$102M	1,682,461	−155,360	trim
93	STOREBRAND ASSET MANAGEMENT AS	$102M	1,680,032	—	no prior
94	AMERICAN CENTURY COMPANIES INC	$97.9M	1,614,388	−478,461	trim
95	PUBLIC SECTOR PENSION INVESTMENT BOARD	$97.6M	1,609,745	+1,235,583	add
96	PFA Pension, Forsikringsaktieselskab	$96.8M	1,595,854	+1,595,854	new
97	KLP KAPITALFORVALTNING AS	$96.5M	1,591,658	+28,500	add
98	Douglas Lane & Associates, LLC	$95.5M	1,574,502	+2,256	add
99	PRUDENTIAL FINANCIAL INC	$93.2M	1,536,275	−350,935	trim
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$91.8M	1,513,317	+1,513,317	new
101	CITADEL ADVISORS LLC	$90.6M	1,494,234	+471,773	add
102	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$90.0M	1,483,832	+97,271	add
103	ADAGE CAPITAL PARTNERS GP, L.L.C.	$89.0M	1,466,671	+1,033,502	add
104	MACKENZIE FINANCIAL CORP	$88.9M	1,465,433	+357,312	add
105	Pictet Asset Management Holding SA	$86.9M	1,432,429	−73,242	trim
106	DANSKE BANK A/S	$86.8M	1,431,697	+210,110	add
107	Retirement Systems of Alabama	$85.4M	1,407,986	−613	trim
108	Cerity Partners LLC	$84.5M	1,392,773	−24,573	trim
109	Mediolanum International Funds Ltd	$82.9M	1,387,138	+145,209	add
110	US BANCORP \DE\	$80.6M	1,329,743	−8,854	trim
111	TD ASSET MANAGEMENT INC	$80.4M	1,325,976	+29,809	add
112	Eurizon Capital SGR S.p.A.	$80.2M	1,322,794	−203,524	trim
113	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$79.8M	1,635,544	+102,189	add
114	Bank Julius Baer & Co. Ltd, Zurich	$77.2M	1,280,971	+35,930	add
115	TRUIST FINANCIAL CORP	$77.2M	1,272,131	+69,974	add
116	CWM, LLC	$76.2M	1,256,734	+28,144	add
117	Epoch Investment Partners, Inc.	$74.5M	1,228,074	+55,319	add
118	Swiss Life Asset Management Ltd	$73.0M	1,203,133	+22,967	add
119	FIFTH THIRD BANCORP	$72.3M	1,191,379	+624,735	add
120	Harvest Portfolios Group Inc.	$72.1M	1,188,173	−124,687	trim
121	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$70.6M	1,163,953	−917,126	trim
122	HighTower Advisors, LLC	$69.9M	1,153,327	+28,288	add
123	APG Asset Management N.V.	$69.7M	1,323,671	−126,143	trim
124	GLENMEDE TRUST CO NA	$68.9M	1,135,862	−1,391	trim
125	Woodline Partners LP	$68.0M	1,120,638	+51,521	add
126	Cullen Capital Management, LLC	$67.9M	1,119,669	−57,057	trim
127	Allspring Global Investments Holdings, LLC	$67.6M	1,095,654	+57,224	add
128	Connor, Clark & Lunn Investment Management Ltd.	$66.8M	1,100,589	+1,100,589	new
129	STATE OF WISCONSIN INVESTMENT BOARD	$66.4M	1,095,622	+28,096	add
130	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$64.3M	1,050,815	+282,775	add
131	Railway Pension Investments Ltd	$63.1M	1,040,700	−143,700	trim
132	Chevy Chase Trust Holdings, LLC	$61.8M	1,018,951	−30,743	trim
133	Vanguard Investments Australia, Ltd.	$61.6M	1,015,261	—	no prior
134	Advisors Capital Management, LLC	$61.3M	1,010,102	+75,107	add
135	Vestal Point Capital, LP	$60.7M	1,000,000	+750,000	add
136	COMMONWEALTH EQUITY SERVICES, LLC	$60.2M	992,662	−252,846	trim
137	TEACHER RETIREMENT SYSTEM OF TEXAS	$60.2M	992,376	−161,180	trim
138	RENAISSANCE TECHNOLOGIES LLC	$59.3M	977,051	−1,376,638	trim
139	Vinva Investment Management Ltd	$57.7M	965,241	+26,900	add
140	CAMBIAR INVESTORS LLC	$57.3M	944,246	−38,930	trim
141	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$57.1M	941,009	−18,800	trim
142	Nan Shan Life Insurance Co., Ltd.	$57.0M	939,759	0	no change
143	Asset Management One Co., Ltd.	$56.5M	930,822	−31,054	trim
144	Creative Planning	$56.3M	928,033	+179,268	add
145	ORBIMED ADVISORS LLC	$56.1M	925,000	+150,000	add
146	Janus Henderson Group Ltd.	$55.4M	912,926	−60,148	trim
147	TORONTO DOMINION BANK	$55.2M	909,773	−430,738	trim
148	ROYAL LONDON ASSET MANAGEMENT LTD	$54.8M	903,602	−4,312	trim
149	Neuberger Berman Group LLC	$53.6M	884,303	+127,273	add
150	Quantinno Capital Management LP	$53.1M	875,068	+170,317	add
151	Gotham Asset Management, LLC	$52.3M	862,207	+79,339	add
152	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$51.8M	853,951	+25,209	add
153	VOYA INVESTMENT MANAGEMENT LLC	$51.4M	847,055	−12,099	trim
154	SECTOR GAMMA AS	$50.2M	827,901	+81,946	add
155	OSAIC HOLDINGS, INC.	$50.2M	827,253	+35,779	add
156	Cetera Investment Advisers	$49.9M	822,948	+40,910	add
157	Candriam S.C.A.	$49.8M	821,620	−85,094	trim
158	Banco Santander, S.A.	$49.0M	807,784	−16,278	trim
159	NOMURA ASSET MANAGEMENT CO LTD	$48.2M	794,909	+22,681	add
160	CREDIT AGRICOLE S A	$47.6M	785,099	−105,679	trim
161	DnB Asset Management AS	$47.6M	784,341	+50,994	add
162	JACOBS LEVY EQUITY MANAGEMENT, INC	$47.0M	774,419	−88,791	trim
163	M&T BANK CORP	$46.8M	771,822	−4,861	trim
164	BANK OF NOVA SCOTIA	$45.7M	752,756	−50,416	trim
165	SEIZERT CAPITAL PARTNERS, LLC	$44.3M	729,793	−28,324	trim
166	ARIEL INVESTMENTS, LLC	$43.8M	721,731	−10,946	trim
167	CIBC Bancorp USA Inc.	$42.8M	706,108	—	no prior
168	Tidal Investments LLC	$42.6M	708,717	+567,716	add
169	Rockefeller Capital Management L.P.	$42.5M	700,668	+23,234	add
170	Vontobel Holding Ltd.	$42.2M	695,820	−67,308	trim
171	State of New Jersey Common Pension Fund D	$42.2M	695,733	−12,789	trim
172	Resona Asset Management Co.,Ltd.	$40.2M	664,074	−5,292	trim
173	Lansforsakringar Fondforvaltning AB (publ)	$40.0M	659,076	−104,772	trim
174	Illinois Municipal Retirement Fund	$37.9M	625,642	−87,210	trim
175	Focus Partners Wealth	$37.9M	624,337	+65,636	add
176	Tredje AP-fonden	$36.6M	604,075	+604,075	new
177	CONNING INC.	$36.6M	603,414	−59,334	trim
178	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$36.4M	600,889	−144,605	trim
179	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$36.4M	600,279	+81,506	add
180	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$36.1M	595,006	+105,200	add
181	BERKSHIRE ASSET MANAGEMENT LLC/PA	$36.0M	593,856	+11,222	add
182	STATE OF MICHIGAN RETIREMENT SYSTEM	$35.8M	589,933	−1,000	trim
183	MERCER GLOBAL ADVISORS INC /ADV	$35.7M	588,491	+127,574	add
184	KING LUTHER CAPITAL MANAGEMENT CORP	$35.4M	582,998	+51,712	add
185	GUGGENHEIM CAPITAL LLC	$34.2M	564,144	−18,353	trim
186	EXCHANGE TRADED CONCEPTS, LLC	$34.0M	560,618	+444,385	add
187	Arizona State Retirement System	$33.8M	557,851	−14,511	trim
188	Osmosis Investment Management UK Ltd	$33.6M	554,811	+94,620	add
189	Czech National Bank	$33.6M	554,625	+17,827	add
190	NISA INVESTMENT ADVISORS, LLC	$33.5M	552,368	−5,648	trim
191	NorthCoast Asset Management LLC	$33.0M	543,470	−31,687	trim
192	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$32.9M	543,291	−98,196	trim
193	MARTINGALE ASSET MANAGEMENT L P	$32.4M	534,665	−12,208	trim
194	Point72 Asset Management, L.P.	$32.2M	531,198	−2,472,913	trim
195	Union Bancaire Privee, UBP SA	$32.1M	569,583	+63,563	add
196	KEYBANK NATIONAL ASSOCIATION/OH	$31.8M	524,469	+15,960	add
197	AGF MANAGEMENT LTD	$31.1M	512,888	−60,511	trim
198	MetLife Investment Management, LLC	$29.9M	493,565	−13,396	trim
199	CIBC Asset Management Inc	$29.9M	493,079	+10,613	add
200	WEDGE CAPITAL MANAGEMENT L L P/NC	$29.9M	492,985	−70,425	trim
201	AE Wealth Management LLC	$29.8M	491,008	+90,056	add
202	EDGAR LOMAX CO/VA	$29.7M	489,420	+424,210	add
203	OPPENHEIMER ASSET MANAGEMENT INC.	$29.5M	486,825	+1,668	add
204	ALPS ADVISORS INC	$29.4M	484,385	−36,441	trim
205	OAKTOP CAPITAL MANAGEMENT II, L.P.	$29.1M	479,991	0	no change
206	Daiwa Securities Group Inc.	$29.0M	477,467	−67,929	trim
207	XPONANCE LLC	$28.9M	476,542	+51,882	add
208	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$28.8M	474,382	+854	add
209	HANCOCK WHITNEY CORP	$28.7M	474,193	+474,193	new
210	Baird Financial Group, Inc.	$28.4M	468,115	+468,115	new
211	ING GROEP NV	$28.1M	462,653	+137,676	add
212	INTECH INVESTMENT MANAGEMENT LLC	$27.4M	451,521	−643,255	trim
213	Corient Private Wealth LLC	$26.9M	445,821	−611,861	trim
214	Grantham, Mayo, Van Otterloo & Co. LLC	$26.2M	432,391	−546,497	trim
215	MEYER HANDELMAN CO	$26.2M	431,165	−4,716	trim
216	Trexquant Investment LP	$26.0M	428,302	−378,433	trim
217	Wealthfront Advisers LLC	$25.9M	427,748	+72,630	add
218	IFM Investors Pty Ltd	$25.8M	426,053	+4,567	add
219	Catalio Capital Management, LP	$25.5M	420,727	−227,172	trim
220	BLAIR WILLIAM & CO/IL	$25.3M	417,659	+58,735	add
221	Cresset Asset Management, LLC	$25.0M	412,464	+58,269	add
222	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$25.0M	411,657	+54,063	add
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$24.9M	410,156	+166,559	add
224	Zurich Insurance Group Ltd/FI	$24.7M	406,602	−32,636	trim
225	Varma Mutual Pension Insurance Co	$23.8M	393,026	+40,000	add
226	Arnhold LLC	$23.7M	391,005	0	no change
227	TCTC Holdings, LLC	$23.5M	388,238	−300	trim
228	USS Investment Management Ltd	$23.2M	382,894	+20,383	add
229	CIBC WORLD MARKET INC.	$22.6M	371,997	−126,997	trim
230	GRIMES & Co WEALTH MANAGEMENT, LLC	$22.5M	371,095	+23,476	add
231	HOMESTEAD ADVISERS CORP	$22.4M	370,021	−4,200	trim
232	Merit Financial Group, LLC	$22.4M	368,614	+213,504	add
233	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$22.3M	367,310	+286,833	add
234	Sanctuary Advisors, LLC	$21.7M	358,571	+19,316	add
235	QRG CAPITAL MANAGEMENT, INC.	$21.6M	355,896	+64,689	add
236	ZACKS INVESTMENT MANAGEMENT	$21.2M	349,349	+93,658	add
237	Empowered Funds, LLC	$20.9M	344,513	+344,513	new
238	Andra AP-fonden	$20.2M	332,662	−348,938	trim
239	Utah Retirement Systems	$20.1M	331,182	−5,499	trim
240	Aware Super Pty Ltd as trustee of Aware Super	$19.9M	328,003	—	no prior
241	ProShare Advisors LLC	$19.4M	320,097	−77,438	trim
242	Investment Management Corp of Ontario	$19.4M	320,030	+11,666	add
243	KORNITZER CAPITAL MANAGEMENT INC /KS	$19.1M	314,534	−590	trim
244	D. E. Shaw & Co., Inc.	$18.8M	309,838	+9,975	add
245	Crossmark Global Holdings, Inc.	$18.7M	308,976	—	no prior
246	Birchview Capital, LP	$18.6M	306,268	+3,426	add
247	ARS Investment Partners, LLC	$18.6M	306,127	+106,826	add
248	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$18.4M	303,035	+7,860	add
249	D.A. DAVIDSON & CO.	$18.4M	302,594	+7,665	add
250	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$18.3M	301,465	−8,028	trim
251	KLCM Advisors, Inc.	$18.2M	300,430	−19,755	trim
252	Rakuten Investment Management, Inc.	$18.1M	303,261	+34,319	add
253	NEOS Investment Management LLC	$18.1M	298,133	−81,725	trim
254	Sumitomo Mitsui DS Asset Management Company, Ltd	$18.0M	297,067	−3,459	trim
255	Systematic Alpha Investments, LLC	$18.0M	296,292	0	no change
256	Pinnacle Financial Partners, Inc.	$18.0M	296,229	+4,931	add
257	DAVIDSON INVESTMENT ADVISORS	$17.8M	293,103	−6,411	trim
258	NorthCrest Asset Manangement, LLC	$17.7M	296,482	−166,351	trim
259	COMMERCE BANK	$17.1M	281,810	+32,127	add
260	STEPHENS INC /AR/	$17.1M	281,210	+4,009	add
261	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$17.0M	280,572	−80,611	trim
262	Elo Mutual Pension Insurance Co	$16.8M	276,927	−28,389	trim
263	Private Advisor Group, LLC	$16.3M	268,500	−820	trim
264	Vident Advisory, LLC	$16.0M	264,293	+163,072	add
265	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.0M	264,097	−2,821	trim
266	Nepsis Inc.	$15.9M	262,182	−11,967	trim
267	TruWealth Advisors, LLC	$15.6M	257,538	+5,986	add
268	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.6M	256,563	−3,151	trim
269	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$15.5M	256,253	−2,880	trim
270	PRUDENTIAL PLC	$15.5M	256,041	−89,663	trim
271	OPPENHEIMER & CO INC	$15.4M	254,090	+15,473	add
272	Generali Asset Management SPA SGR	$15.3M	252,642	−7,485	trim
273	Federation des caisses Desjardins du Quebec	$15.0M	246,938	+54,090	add
274	Beacon Pointe Advisors, LLC	$14.9M	246,068	+64,933	add
275	BOKF, NA	$14.9M	245,008	+8,401	add
276	Sound View Wealth Advisors Group, LLC	$14.8M	244,617	−15,952	trim
277	Steward Partners Investment Advisory, LLC	$14.8M	244,135	+57,376	add
278	Cannell & Spears LLC	$14.7M	242,592	−8,938	trim
279	Bridgewater Associates, LP	$14.7M	241,689	−167,203	trim
280	Kestra Advisory Services, LLC	$14.5M	239,312	+42,995	add
281	ASR Vermogensbeheer N.V.	$14.4M	236,859	+4,490	add
282	Advisors Asset Management, Inc.	$14.2M	234,256	+11,951	add
283	Mubadala Investment Co PJSC	$14.2M	233,437	−23,196	trim
284	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.1M	233,205	−41	trim
285	Vanguard Personalized Indexing Management, LLC	$14.1M	232,774	+20,824	add
286	Ethic Inc.	$14.0M	231,638	+19,336	add
287	HUNTINGTON NATIONAL BANK	$14.0M	231,106	+231,106	new
288	Americana Partners, LLC	$14.0M	230,864	+19,536	add
289	Gilman Hill Asset Management, LLC	$14.0M	230,039	−7,377	trim
290	Pathstone Holdings, LLC	$13.8M	226,925	+41,072	add
291	NewEdge Advisors, LLC	$13.7M	226,056	+226,056	new
292	Abacus FCF Advisors LLC	$13.6M	224,000	−161,100	trim
293	MAI Capital Management	$13.6M	223,761	+25,587	add
294	Allworth Financial LP	$13.4M	220,900	+3,652	add
295	BLI - Banque de Luxembourg Investments	$13.2M	247,000	+247,000	new
296	MML INVESTORS SERVICES, LLC	$13.1M	215,859	+31,228	add
297	Miramar Capital, LLC	$13.0M	214,738	−5,005	trim
298	OP Asset Management Ltd	$12.9M	212,727	—	no prior
299	FLPUTNAM INVESTMENT MANAGEMENT CO	$12.7M	209,651	+6,050	add
300	YOUSIF CAPITAL MANAGEMENT, LLC	$12.6M	207,462	−5,260	trim
301	OLD NATIONAL BANCORP /IN/	$12.6M	206,997	+6,365	add
302	ARMISTICE CAPITAL, LLC	$12.4M	205,024	−167,442	trim
303	Capital Investment Advisors, LLC	$12.4M	204,573	−3,461	trim
304	Concurrent Investment Advisors, LLC	$12.4M	203,890	+32,740	add
305	Fisher Asset Management, LLC	$12.4M	203,654	−1,074	trim
306	COLRAIN CAPITAL LLC	$12.3M	202,445	+50,745	add
307	NORDEN GROUP LLC	$12.2M	200,824	+23,909	add
308	BROWN ADVISORY INC	$12.1M	199,765	+2,946	add
309	Avanza Fonder AB	$12.1M	199,116	−1,670	trim
310	Stratos Wealth Partners, LTD.	$11.7M	193,113	−3,804	trim
311	WESTPAC BANKING CORP	$11.7M	192,545	+42,993	add
312	CHIRON CAPITAL MANAGEMENT, LLC	$11.6M	191,288	—	no prior
313	Kinsale Capital Group, Inc.	$11.6M	190,863	+11,499	add
314	AIA Group Ltd	$11.5M	189,914	+31,842	add
315	MANNING & NAPIER ADVISORS LLC	$11.1M	183,155	−5,851	trim
316	Faithward Advisors, LLC	$10.9M	42,512	+37,688	add
317	ROCKLAND TRUST CO	$10.8M	177,471	−1,307	trim
318	Cyndeo Wealth Partners, LLC	$10.7M	175,657	+166,653	add
319	UMB Bank, n.a.	$10.6M	175,067	−2,837	trim
320	J.P. Marvel Investment Advisors, LLC	$10.5M	173,277	+9,273	add
321	Brevan Howard Capital Management LP	$10.3M	170,511	−105,722	trim
322	KAHN BROTHERS GROUP INC	$10.3M	170,381	−31,815	trim
323	LBP AM SA	$10.3M	170,325	−147,721	trim
324	Sterling Capital Management LLC	$10.3M	170,257	+138,960	add
325	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.3M	170,243	+6,446	add
326	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$10.3M	169,889	+169,889	new
327	Sequoia Financial Advisors, LLC	$10.2M	168,316	+15,178	add
328	Quadrature Capital Ltd	$10.2M	168,158	−13,551	trim
329	CWA Asset Management Group, LLC	$10.2M	167,792	+52,724	add
330	ADVOCATE GROUP LLC	$10.1M	166,956	+1,286	add
331	FOUNDATION RESOURCE MANAGEMENT INC	$10.1M	165,854	+10,014	add
332	SCOTIA CAPITAL INC.	$9.9M	164,026	−150,057	trim
333	1834 INVESTMENT ADVISORS CO	$9.9M	163,607	+3,065	add
334	Sienna Gestion	$9.9M	164,188	0	no change
335	GREAT LAKES ADVISORS, LLC	$9.9M	162,852	+26,203	add
336	&PARTNERS	$9.8M	161,573	+18,733	add
337	Atlantic Union Bankshares Corp	$9.8M	160,996	−84,692	trim
338	HENNESSY ADVISORS INC	$9.7M	160,400	+69,700	add
339	Rafferty Asset Management, LLC	$9.7M	159,809	−63,934	trim
340	Keystone Financial Planning, Inc.	$9.7M	159,523	0	no change
341	Brookstone Capital Management	$9.7M	159,186	+35,588	add
342	LOOMIS SAYLES & CO L P	$9.6M	158,632	−64,612	trim
343	UniSuper Management Pty Ltd	$9.6M	158,169	−3,145	trim
344	Goelzer Investment Management, Inc.	$9.5M	156,664	+28,707	add
345	OMERS ADMINISTRATION Corp	$9.4M	155,447	+30,934	add
346	Danica Pension, Livsforsikringsaktieselskab	$9.4M	155,446	+155,446	new
347	TEMA ETFS LLC	$9.4M	154,597	+26,838	add
348	Edgestream Partners, L.P.	$9.4M	154,427	+154,427	new
349	Ashton Thomas Private Wealth, LLC	$9.3M	153,986	+153,986	new
350	Clearstead Advisors, LLC	$9.2M	151,329	+25,436	add
351	Schonfeld Strategic Advisors LLC	$9.1M	155,418	−252,821	trim
352	SHELTON CAPITAL MANAGEMENT	$8.9M	147,026	−85,567	trim
353	ASSETMARK, INC	$8.8M	144,837	−24,825	trim
354	JOHN G ULLMAN & ASSOCIATES INC	$8.8M	144,565	−5,375	trim
355	Aptus Capital Advisors, LLC	$8.7M	143,031	+77,138	add
356	Skylands Capital, LLC	$8.6M	141,400	−1,080	trim
357	SummitTX Capital, L.P.	$8.5M	139,670	+89,097	add
358	HUDSON EDGE INVESTMENT PARTNERS INC.	$8.4M	138,879	−29,888	trim
359	Gibraltar Capital Management, Inc.	$8.4M	138,627	+11,853	add
360	Convergence Investment Partners, LLC	$8.3M	136,384	+136,384	new
361	Jefferies Financial Group Inc.	$8.2M	135,235	−370,538	trim
362	Financiere des Professionnels - Fonds d'investissement inc.	$8.1M	132,812	−5,209	trim
363	FIDUCIARY TRUST CO	$8.0M	132,668	−1,671	trim
364	OAK ASSOCIATES LTD /OH/	$8.0M	131,790	+131,790	new
365	BENJAMIN EDWARDS INC	$7.9M	130,217	+15,011	add
366	CHOREO, LLC	$7.9M	129,588	+3,504	add
367	DAVENPORT & Co LLC	$7.8M	129,140	−13,749	trim
368	Norinchukin Bank, The	$7.8M	127,822	+230	add
369	BOURNE LENT ASSET MANAGEMENT INC	$7.8M	127,816	−200	trim
370	American Assets Investment Management, LLC	$7.7M	127,000	0	no change
371	ICICI Prudential Asset Management Co Ltd	$7.7M	126,549	−16,300	trim
372	FIRST MANHATTAN CO. LLC.	$7.6M	124,970	+35,505	add
373	BARTLETT & CO. WEALTH MANAGEMENT LLC	$7.6M	131,654	−2,948	trim
374	Atom Investors LP	$7.6M	124,525	+124,525	new
375	REGIONS FINANCIAL CORP	$7.5M	124,432	−4,510	trim
376	1832 Asset Management L.P.	$7.5M	124,314	−40,453	trim
377	MILESTONE ASSET MANAGEMENT, LLC	$7.5M	123,709	+81,984	add
378	MIZUHO SECURITIES USA LLC	$7.5M	123,114	−25,116	trim
379	Belpointe Asset Management LLC	$7.4M	122,768	+3,132	add
380	Focus Partners Advisor Solutions, LLC	$7.4M	122,407	−11,900	trim
381	Ellsworth Advisors, LLC	$7.4M	121,697	+5,782	add
382	WealthTrust Axiom LLC	$7.4M	121,471	+109	add
383	Azimuth Capital Investment Management LLC	$7.3M	120,157	+2,390	add
384	Equitable Holdings, Inc.	$7.3M	132,433	+25,783	add
385	BALYASNY ASSET MANAGEMENT L.P.	$7.2M	118,697	−1,222,647	trim
386	Caprock Group, LLC	$7.2M	118,132	+41,997	add
387	Lido Advisors, LLC	$7.1M	117,866	−9,477	trim
388	PINNACLE ASSOCIATES LTD	$7.1M	117,746	−324	trim
389	Midwest Trust Co	$7.1M	116,266	−4,106	trim
390	Kintegral Advisory, LLC	$7.0M	116,111	−5,148	trim
391	Telos Capital Management, Inc.	$7.0M	116,088	+66	add
392	HARTFORD INVESTMENT MANAGEMENT CO	$7.0M	116,041	−1,579	trim
393	Kingsview Wealth Management, LLC	$7.0M	115,068	+69,258	add
394	Phoenix Financial Ltd.	$6.9M	114,254	0	no change
395	HM PAYSON & CO	$6.9M	113,942	+4,529	add
396	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$6.9M	113,310	+18,200	add
397	Banque Cantonale Vaudoise	$6.9M	113,102	+10,555	add
398	Diversified Trust Co	$6.8M	112,827	−13,509	trim
399	Leonteq Securities AG	$6.8M	112,665	+51,831	add
400	ABN AMRO INVESTMENT SOLUTIONS	$6.8M	112,131	+13,812	add
401	Composition Wealth, LLC	$6.8M	111,818	−60	trim
402	WRIGHT INVESTORS SERVICE INC	$6.7M	110,716	+6,146	add
403	OneDigital Investment Advisors LLC	$6.7M	110,714	−2,059	trim
404	ExodusPoint Capital Management, LP	$6.7M	110,185	−170,049	trim
405	Cinctive Capital Management LP	$6.7M	110,079	+110,079	new
406	HB Wealth Management, LLC	$6.7M	109,993	+22,867	add
407	RITHOLTZ WEALTH MANAGEMENT	$6.7M	109,659	+47,082	add
408	MCDONALD PARTNERS LLC	$6.6M	109,389	+83,160	add
409	Hudson Capital Management LLC	$6.6M	109,121	+6,169	add
410	Wilmington Savings Fund Society, FSB	$6.5M	107,131	−4,045	trim
411	Quantbot Technologies LP	$6.4M	105,457	+99,914	add
412	THOMPSON INVESTMENT MANAGEMENT, INC.	$6.4M	105,214	−281	trim
413	CENTRAL TRUST Co	$6.4M	105,155	−1,085	trim
414	B. Metzler seel. Sohn & Co. AG	$6.4M	105,037	+139	add
415	Catherine Avery Investment Management LLC	$6.4M	104,863	+12,024	add
416	INTACT INVESTMENT MANAGEMENT INC.	$6.4M	104,700	−1,400	trim
417	Cardinal Capital Management	$6.3M	104,507	+104,507	new
418	EDMOND DE ROTHSCHILD HOLDING S.A.	$6.3M	104,305	+1,503	add
419	TRUST CO OF TOLEDO NA /OH/	$6.3M	103,846	+619	add
420	EVOLVE PRIVATE WEALTH, LLC	$6.3M	103,634	+1,396	add
421	LEUTHOLD GROUP, LLC	$6.3M	103,233	+2,208	add
422	Geneos Wealth Management Inc.	$6.3M	103,117	+11,902	add
423	Jain Global LLC	$6.2M	103,042	+103,042	new
424	BCWM, LLC	$6.2M	102,578	−6,883	trim
425	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$6.2M	102,571	+45,922	add
426	Glenview Trust Co	$6.2M	102,463	+334	add
427	Maryland State Retirement & Pension System	$6.2M	101,969	+784	add
428	Clearbridge Investments, LLC	$6.2M	101,470	−715	trim
429	Apollon Wealth Management, LLC	$6.1M	100,445	+7,918	add
430	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$6.1M	100,282	−48,701	trim
431	FourWorld Capital Management LLC	$6.1M	100,000	0	no change
432	Humankind Investments LLC	$6.1M	100,000	+100,000	new
433	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$6.1M	100,000	−179,710	trim
434	Plato Investment Management Ltd	$6.0M	99,440	+4,087	add
435	Aaron Wealth Advisors LLC	$6.0M	98,697	+288	add
436	SIGNATUREFD, LLC	$5.9M	97,795	+1,948	add
437	Atria Investments, Inc	$5.9M	97,278	+8,391	add
438	CI INVESTMENTS INC.	$5.8M	96,295	−6,029	trim
439	Y-Intercept (Hong Kong) Ltd	$5.8M	95,741	+39,472	add
440	TOCQUEVILLE ASSET MANAGEMENT L.P.	$5.8M	95,108	+5,661	add
441	Dai-ichi Life Insurance Company, Ltd	$5.7M	94,663	−24,302	trim
442	WELCH & FORBES LLC	$5.7M	94,324	+318	add
443	Capital International Sarl	$5.7M	94,231	−8,221	trim
444	ALLIANZ SE	$5.7M	94,033	−9,817	trim
445	Metis Global Partners, LLC	$5.7M	94,004	−6,591	trim
446	JOHNSON INVESTMENT COUNSEL INC	$5.7M	93,217	−13,841	trim
447	TOTH FINANCIAL ADVISORY CORP	$5.6M	93,021	+21,032	add
448	CAPITAL MANAGEMENT CORP /VA	$5.6M	92,829	−7,684	trim
449	Capital International, Inc./CA/	$5.6M	92,292	−117,856	trim
450	Pallas Capital Advisors LLC	$5.6M	92,264	−3,893	trim
451	Independent Advisor Alliance	$5.6M	91,748	+10,313	add
452	DAYMARK WEALTH PARTNERS, LLC	$5.5M	91,163	+10,616	add
453	Sivia Capital Partners, LLC	$5.4M	88,583	+41,261	add
454	Hamilton Wealth, LLC	$5.3M	87,412	−17,071	trim
455	Summit Financial, LLC	$5.3M	87,272	+15,121	add
456	Canada Post Corp Registered Pension Plan	$5.3M	87,063	0	no change
457	Sage Capital Advisors,llc	$5.3M	86,983	+305	add
458	NAPLES GLOBAL ADVISORS, LLC	$5.3M	86,761	+1,231	add
459	Envestnet Portfolio Solutions, Inc.	$5.2M	86,115	−14,036	trim
460	Waverly Advisors, LLC	$5.2M	85,970	+28,502	add
461	FIRST CITIZENS BANK & TRUST CO	$5.1M	84,620	+4,159	add
462	STANCE CAPITAL LLC	$5.1M	84,197	+56,895	add
463	Signature Wealth Management Group	$5.1M	83,769	+244	add
464	Lombard Odier Asset Management (Switzerland) SA	$5.1M	83,569	+18,900	add
465	MUFG Securities EMEA plc	$5.1M	83,471	0	no change
466	Donoghue Forlines LLC	$5.1M	83,403	+54,380	add
467	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$5.0M	82,927	+3,387	add
468	Providence Capital Advisors, LLC	$5.0M	82,338	+2,265	add
469	Centiva Capital, LP	$5.0M	81,733	−40,450	trim
470	Compound Planning, Inc.	$4.9M	81,491	+57,858	add
471	Hikari Tsushin, Inc.	$4.9M	81,141	0	no change
472	Legato Capital Management LLC	$4.9M	80,970	−18,614	trim
473	CITIZENS FINANCIAL GROUP INC/RI	$4.9M	80,552	+28,098	add
474	PARSONS CAPITAL MANAGEMENT INC/RI	$4.9M	80,285	+6,828	add
475	WHITTIER TRUST CO OF NEVADA INC	$4.9M	81,997	+2	add
476	SEARLE & CO.	$4.8M	79,811	0	no change
477	Radnor Capital Management, LLC	$4.8M	79,698	+1,340	add
478	Global X Japan Co., Ltd.	$4.8M	79,572	+3,399	add
479	WINTON GROUP Ltd	$4.8M	79,264	+60,481	add
480	Cypress Capital Group	$4.8M	79,197	+3,643	add
481	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$4.8M	78,887	+78,887	new
482	EFG International AG	$4.8M	78,551	+16,946	add
483	TWIN CAPITAL MANAGEMENT INC	$4.7M	78,220	+218	add
484	Rodgers Brothers Inc.	$4.7M	77,551	+11	add
485	Sigma Planning Corp	$4.7M	77,418	−371	trim
486	Savant Capital, LLC	$4.7M	77,258	+6,753	add
487	Qsemble Capital Management, LP	$4.7M	76,793	+48,266	add
488	Te Ahumairangi Investment Management Ltd	$4.6M	75,355	−2,250	trim
489	DELTA ASSET MANAGEMENT LLC/TN	$4.6M	75,322	−917	trim
490	Fifth Third Wealth Advisors LLC	$4.6M	75,178	+24,097	add
491	Saudi Central Bank	$4.6M	75,142	+75,142	new
492	Castleview Partners, LLC	$4.5M	73,988	−11,554	trim
493	Siemens Fonds Invest GmbH	$4.4M	73,334	−1,324	trim
494	Asset One Wealth Management LLC	$4.4M	74,866	+1,954	add
495	Arax Advisory Partners	$4.4M	73,108	+25,210	add
496	Round Hill Asset Management	$4.4M	72,431	−752	trim
497	EP Wealth Advisors, LLC	$4.4M	72,193	−1,017	trim
498	Perigon Wealth Management, LLC	$4.4M	72,004	−666	trim
499	Mid-American Wealth Advisory Group, Inc.	$4.3M	80,609	0	no change
500	Summit Trail Advisors, LLC	$4.3M	71,314	+16,548	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BMY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $52.3M held
Trimming: 2 Bridgewater Associates, Miller Value Partners $18.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BRISTOL-MYERS SQUIBB CO

Merged timeline of congressional filings and notable-manager moves on BMY
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+79,339 sh
2026-05-15	Bridgewater Associates 13F	trim	−167,203 sh
2026-05-15	Miller Value Partners 13F	trim	−38,500 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

42 members of Congress disclosed BMY — the congressional view ↗