Follow-The-Filings

Security

BMY

Bristol-Myers Squibb Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

26 owners max 3.4% (Richard Pzena - Pzena Inv...)

grid → activity → earnings →
owners 26
rank #59
master % 0.12%
max % 3.4%
tracked value $25.2B
qoq A 9 R 15

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Richard Pzena - Pzena Investment Management LLC 2026 Q1 3.4% Reduce +0.47 pp 17,095,731 $1B hist
Hillman Capital Management, Inc. 2026 Q1 2.2% Reduce +0.40 pp 53,102 $3.2B hist
Kahn Brothers Group Inc. 2026 Q1 1.8% Reduce -0.10 pp 170,381 $10M hist
Bill Miller - Miller Value Partners, LLC 2026 Q1 1.1% Reduce -0.95 pp 69,500 $4.2B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.8% Add +0.09 pp 29,631,105 $1.8B hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.5% Reduce +0.06 pp 721,731 $44M hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.35 pp 4,662,042 $251M hist
Kentucky Trust Co. 2026 Q2 stale 0.3% Add -0.02 pp 12,378 $713M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Reduce -0.31 pp 3,689,838 $224M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.21 pp 36,100,698 $1.9B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add +0.15 pp 6,545,442 $397M hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add +0.02 pp 198,727,768 $10.7B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.01 pp 862,207 $52M hist
Dodge & Cox 2026 Q1 0.2% Reduce -0.05 pp 4,622,820 $280M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.05 pp 26,158 $2M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.10 pp 977,051 $59M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.02 pp 241,689 $15M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 708,704 $43M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.14 pp 531,198 $32M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 28,149 $2M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce 0.00 pp 44,706 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,494,234 $91M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 309,838 $19M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.08 pp 118,697 $7M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 24,200 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 203,654 $12M hist

26 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.07 Filing Doc
4 FORM 4 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q 10-Q Filing Doc
DEFA14A DEFA14A Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
DEFA14A DEFA14A Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 12 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $45.01B $48.3B $48.19B
Gross profit * $34.31B $34.33B $34.26B
Gross margin * 76.2% 71.1% 71.1%
Net income $8.02B -$8.95B $7.05B
Net margin * 17.8% -18.5% 14.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $31.77B $29.78B $29.39B
Total non-current assets * $63.39B $62.82B $60.65B
Total assets $95.16B $92.6B $90.04B
Total current liabilities $22.26B $23.77B $23.42B
Total non-current liabilities * $43.41B $52.44B $48.12B
Total equity $29.43B $16.34B $18.47B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.86B $15.19B $14.16B
Cash from investing -$2.3B -$21.35B -$4.13B
Cash from financing -$9.42B $5.13B -$10.35B
Net change in cash $2.19B -$1.17B -$129M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders