Guru Ownership Over Time
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 Q3 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.75 B.
Top institutional holders include Richard Pzena and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $116.73 M net inflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 101.4%. Conversely, Ray Dalio reduced exposure by 83.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.17% | Add 0.4% | 14,901,604 | $672.06 M | Q3 2025 | |
| 0.27% | Add 56.0% | 9,463,981 | $426.35 M | Q3 2025 | |
| 0.22% | Add 5.4% | 3,667,689 | $165.41 M | Q3 2025 | |
| 0.09% | New Buy | 1,199,793 | $54.11 M | Q3 2025 | |
| 0.12% | Add 11.2% | 967,975 | $43.66 M | Q3 2025 | |
| 0.14% | Add 14.8% | 698,224 | $31.49 M | Q3 2025 | |
| 0.08% | Reduce -83.6% | 444,032 | $20.03 M | Q3 2025 | |
| 0.00% | Reduce -4.8% | 216,142 | $9.75 M | Q3 2025 | |
| 0.12% | Reduce -46.4% | 211,054 | $9.52 M | Q3 2025 | |
| 0.03% | Add 71.3% | 124,049 | $5.59 M | Q3 2025 | |
| 1.79% | 108,000 | $4.87 M | Q3 2025 | ||
| 0.04% | Reduce -1.3% | 100,794 | $4.55 M | Q3 2025 | |
| 1.82% | Reduce -3.3% | 69,440 | $3.13 M | Q3 2025 | |
| 0.02% | Reduce -26.8% | 44,913 | $2.03 M | Q3 2025 | |
| 0.01% | Reduce -1.7% | 26,392 | $1.19 M | Q3 2025 | |
| 0.15% | Add 0.6% | 23,740 | $1.07 M | Q3 2025 | |
| 0.06% | Add 101.4% | 14,466 | $652,417 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Bristol-Myers Squibb Company (BMY)
Top Guru holders include Richard Pzena ($672.06 M), Cliff Asness ($426.35 M), Renaissance Technologies ($165.41 M). Collectively, tracked Gurus hold 32.28 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $116.73 M, with 9 Gurus buying and 8 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 1 Gurus sold out of BMY completely. Total sell value was $112.55 M.
Yes, 1 Gurus opened new positions in BMY, and 8 added to their existing holdings. Total buy value was $229.27 M.