Guru Ownership Trend
Guru Analysis for Bristol-Myers Squibb Company (BMY)
Bristol-Myers Squibb Company (BMY), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.93 B.
Top institutional holders include Cliff Asness and Richard Pzena.
Institutional sentiment is currently Bearish. This is evidenced by a $118.53 M net outflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 55.3%. Conversely, Steven Cohen reduced exposure by 82.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Bristol-Myers Squibb Company (BMY)
Major holders include Cliff Asness ($1.8 B), Richard Pzena ($1.04 B), Renaissance Technologies (RenTech) ($59.26 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 51.34 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $118.53 M, with 3 managers increasing positions and 16 managers reducing holdings.
During the most recent reporting period, 15 managers trimmed their positions, while 1 fully exited BMY. The total reported sell value was $356.45 M.
Yes, 0 managers opened new positions in BMY, and 3 increased their existing holdings. The total reported buy value was $237.92 M.
