Richard Pzena's BMY Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 17.94 M shares of Bristol-Myers Squibb Company (BMY) worth $967.87 M, representing 2.90% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in BMY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 6.7 M shares. Largest reduction occurred in Q4 2024, reducing 900,447 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Bristol-Myers Squibb Company (BMY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bristol-Myers Squibb Company (BMY) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +2.58 M | New Buy | 2.58 M | $50.71 |
| Q4 2019 | -39,851 | Reduce 1.55% | 2.54 M | $64.19 |
| Q1 2020 | -701,418 | Reduce 27.64% | 1.84 M | $55.74 |
| Q2 2020 | -373,749 | Reduce 20.35% | 1.46 M | $58.80 |
| Q3 2020 | -6,644 | Reduce 0.45% | 1.46 M | $60.29 |
| Q4 2020 | +366 | Add 0.03% | 1.46 M | $62.03 |
| Q1 2021 | +4,862 | Add 0.33% | 1.46 M | $63.13 |
| Q2 2021 | -1,369 | Reduce 0.09% | 1.46 M | $66.82 |
| Q3 2021 | -281,980 | Reduce 19.31% | 1.18 M | $59.17 |
| Q4 2021 | -22,235 | Reduce 1.89% | 1.16 M | $62.35 |
| Q1 2022 | +2.47 M | Add 213.73% | 3.63 M | $73.03 |
| Q2 2022 | +545,445 | Add 15.04% | 4.17 M | $77.00 |
| Q3 2022 | -179,101 | Reduce 4.29% | 3.99 M | $71.09 |
| Q4 2022 | -131,559 | Reduce 3.30% | 3.86 M | $71.95 |
| Q1 2023 | +651,213 | Add 16.87% | 4.51 M | $69.31 |
| Q2 2023 | -184,216 | Reduce 4.08% | 4.33 M | $63.95 |
| Q3 2023 | +596,625 | Add 13.79% | 4.92 M | $58.04 |
| Q4 2023 | +668,622 | Add 13.58% | 5.59 M | $51.31 |
| Q1 2024 | +6.7 M | Add 119.82% | 12.29 M | $54.23 |
| Q2 2024 | +1.84 M | Add 14.97% | 14.13 M | $41.53 |
| Q3 2024 | +67,409 | Add 0.48% | 14.2 M | $51.74 |
| Q4 2024 | -900,447 | Reduce 6.34% | 13.3 M | $56.56 |
| Q1 2025 | +157,527 | Add 1.18% | 13.46 M | $60.99 |
| Q2 2025 | +1.38 M | Add 10.29% | 14.84 M | $46.29 |
| Q3 2025 | +58,129 | Add 0.39% | 14.9 M | $45.10 |
| Q4 2025 | +3.04 M | Add 20.41% | 17.94 M | $53.94 |
Richard Pzena's Bristol-Myers Squibb Company Investment FAQs
Richard Pzena first purchased Bristol-Myers Squibb Company (BMY) in Q3 2019, acquiring 2,577,726 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Bristol-Myers Squibb Company (BMY) for 26 quarters since Q3 2019.
Richard Pzena's largest addition to Bristol-Myers Squibb Company (BMY) was in Q1 2024, adding 12,293,913 shares worth $666.7 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 17,943,503 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $967.87 M.
As of the Q4 2025 filing, Bristol-Myers Squibb Company (BMY) represents approximately 2.90% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Bristol-Myers Squibb Company (BMY) was 17,943,503 shares, as reported at the end of Q4 2025.