Bristol-Myers Squibb Company· BMY

🇺🇸 US · LargeSP500NYSE

HealthcareDrug Manufacturers - GeneralWebsite

Price: $63.83
Day: -1.27%
Mkt Cap: $130.39B
52W Range: $42.52 – $68.10
Volume: 7.53M
Beta: 0.23

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Bristol-Myers Squibb Company

BMY|Healthcare|Drug Manufacturers - General

Current price: $64

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.9M

Net share flow-30.0K

Purchases0 ($0)

Sales2 ($1.9M)

Top Notable Transactions

Insider

Type

Value

Date

VESSEY RUPERT

Sale

$3.4M

May 3

Elkins David V

Sale

$2.7M

Sep 2

Elkins David V

Sale

$1.6M

Apr 1

Institutional Ownership, Q2 2026

Ownership share, position changes, share flow, and top holders

Ownership84.8%

13F share flow+2.4%

Investors holding2.6K

+1326 adding-1230 reducing

1149

983

247

New 177Inc 1149Red 983Closed 247

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$10.4B

+5.1%

VANGUARD CAPITAL MANAGEMENT LLC

$7.7B

+0.8%

STATE STREET CORP

$5.9B

+3.9%

JPMORGAN CHASE & CO

$4.2B

-22.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting330

Total shares held296.5M

Share flow-21.7%

71 buying97 selling

162

Buying 71Unchanged 162Selling 97

Top Fund Holders

Fund

Weight

Change

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

916.5K

0.07%

-98.3K

PACIFIC SELECT FUND

514.8K

0.05%

+113.4K

ADAMS DIVERSIFIED EQUITY FUND, INC.

270.3K

64.81%

HOMESTEAD FUNDS INC

115.0K

2.16%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 17, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BMY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-26

Institutional Flow

50% weight

+34

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 16, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for BMY

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bearish Signal

Elevated insider selling in Q2 2026

2 sales totaling $1.9M (30.0K shares)

Share volume is 3.1x the historical average, significantly above normal

Buying seen in 3 of 7 quarters

Notable Recent Transactions, BMY

Top 8 highest-value recent insider trades

VESSEY RUPERT

President

Sell

50,385 shares at $67.06

May 3, 2023$3.38M

Elkins David V

Officer

Sell

56,000 shares at $47.33

Sep 2, 2025$2.65M

Elkins David V

Officer

Sell

25,519 shares at $61.60

Apr 1, 2026$1.57M

Powell Ann

Officer

Sell

17,986 shares at $61.25

Aug 24, 2023$1.10M

Samuels Theodore R. II

Director

Buy

8,500 shares at $49.81

Nov 20, 2023$423.38K

Elkins David V

Officer

Sell

4,481 shares at $62.05

Apr 1, 2026$278.05K

Hirawat Samit

Officer

Buy

4,250 shares at $47.58

Apr 25, 2025$202.22K

BOERNER CHRISTOPHER S.

Officer

Buy

3,071 shares at $48.86

Nov 28, 2023$150.05K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for BMY

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q2 2026

84.8% institutional ownership

Balanced activity: 1326 adding vs 1230 reducing

13F shares increased by 6.6%, a significant shift

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1326 growing-1230 shrinkingNet: +96

177

1149

983

247

New (177)

Increased (1149)

Reduced (983)

Closed (247)

Top Institutional Holders, BMY

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

180.4M

$10.4B

Ownership

8.83%

+5.1%

VANGUARD CAPITAL MANAGEMENT LLC

133.3M

$7.7B

Ownership

6.52%

+0.8%

STATE STREET CORP

102.4M

$5.9B

Ownership

5.01%

+3.9%

JPMORGAN CHASE & CO

71.7M

$4.2B

Ownership

3.51%

-22.5%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

67.6M

$3.9B

Ownership

3.31%

+10.6%

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.

67.6M

$3.9B

Ownership

3.31%

+100.0%

GEODE CAPITAL MANAGEMENT, LLC

56.4M

$3.2B

Ownership

2.76%

+2.1%

NORGES BANK

36.9M

$2.1B

Ownership

1.80%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 330 ETFs and mutual funds reporting

71 buying97 sellingNet: -26

162

Buying (71)

Unchanged (162)

Selling (97)

Bearish Signal

Funds distributing in Q2 2026

330 ETFs and mutual funds reporting

97 funds selling vs 71 buying

Top Fund Holders, BMY

Largest 8 ETF and mutual fund positions by shares held as of latest filing

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

916.5K

Weight

0.07%

Decreased

PACIFIC SELECT FUND

514.8K

Weight

0.05%

Increased

ADAMS DIVERSIFIED EQUITY FUND, INC.

270.3K

Weight

64.81%

No change

HOMESTEAD FUNDS INC

115.0K

Weight

2.16%

No change

AMERICAN BEACON FUNDS

77.2K

Weight

0.00%

No change

HOTCHKIS & WILEY FUNDS /DE/

59.5K

Weight

0.56%

No change

Principal Exchange-Traded Funds

44.6K

Weight

0.15%

Increased

BAIRD FUNDS INC

28.9K

Weight

0.00%

No change

Bristol-Myers Squibb Company· BMY

Holdings Analysis

Insider Trading Activity

1.3Transaction History16Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings193Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History16Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings193Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights