Stock ownership · SEC 13F · Q4 2025
BRISTOL MYERS SQUIBB CO
Institutional ownership of BRISTOL MYERS SQUIBB CO (CUSIP 110122108) - who holds it, how concentrated it is, and what moved last quarter.
- $457.3M
- Reported value
- 13
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, BRISTOL MYERS SQUIBB CO ranks #18 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 13 institutions report $457.3M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 13
- institutions hold it
- $457.3M
- reported 13F value
- 100%
- held by top 5
- #18
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, BRISTOL MYERS SQUIBB CO ranks #18 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 110122108 · Q4 2025 $457M reported
VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · NEAR-PEER · ACTIVITY-HOT · BOOK-FULL
- VALUE-MEGA #18/775
- HOLDERS-NARROW 13 filers
- CONC-DOM 100% top-5
- NEAR-PEER CHEVRON NEW
- ACTIVITY-HOT 11 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: CHEVRON CORP NEW
Read with: Ownership concentration guide - BRISTOL MYERS SQUIBB CO's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · BRISTOL MYERS SQUIBB CO
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
BRISTOL MYERS SQUIBB CO vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
13 Top 51% higher than 49% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a BRISTOL MYERS SQUIBB CO position has fallen from 14 to 13 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 8,379,139 | $452.0M | 98.8% |
| 2 | Titan Investment Management LLC | 31,310 | $1.7M | 0.4% |
| 3 | GROUPAMA ASSET MANAGMENT | 28,294 | $1.5M | 0.3% |
| 4 | DGS Capital Management, LLC | 15,328 | $827K | 0.2% |
| 5 | Anchor Investment Management, LLC | 11,317 | $610K | 0.1% |
| 6 | Cross Staff Investments Inc | 6,204 | $335K | 0.1% |
| 7 | Barnes Wealth Management Group, Inc | 4,045 | $218K | 0.0% |
| 8 | Strategic Investment Solutions, Inc. /IL | 1,000 | $54K | 0.0% |
| 9 | Banque Transatlantique SA | 920 | $50K | 0.0% |
| 10 | Bell Investment Advisors, Inc | 462 | $25K | 0.0% |
| 11 | MidFirst Bank | 8,013 | $17K | 0.0% |
| 12 | TD Capital Management LLC | 212 | $11K | 0.0% |
| 13 | SG Trading Solutions, LLC | 29,494 | $2K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BRISTOL MYERS SQUIBB CO's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (11)
Complete exits (27)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for BRISTOL MYERS SQUIBB CO: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($457.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (13 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.