BRISTOL-MYERS SQUIBB CO (BMY) — Hedge Fund Ownership Q1 2026
BMY
- BRISTOL-MYERS SQUIBB CO (BMY) is held by 8 of 82 tracked hedge funds, with Pzena Investment Management (3%) and Hillman Capital Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in BMY holdings came from Tweedy, Browne (+55%), highlighting conviction.
- The biggest decreases in BMY holdings came from Dodge & Cox (-35%) and Pzena Investment Management (-5%), suggesting profit-taking or de-risking.
- 2 hedge funds exited BMY.
- Overall, hedge funds decreased exposure to BRISTOL-MYERS SQUIBB CO (BMY) by -13% vs the prior quarter and -19% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Pzena Investment Management Richard Pzena
|
3.37% | 17.1M | -4.72% | +27.02% | $1.04B | $60.65 | — |
| 2 |
Hillman Capital Management Mark Hillman
|
2.24% | 53K | -1.60% | -18.33% | $3.2M | $60.65 | — |
| 3 |
Kahn Brothers Group Irving Kahn
|
1.83% | 170K | -15.73% | -71.48% | $10.3M | $60.65 | — |
| 4 |
Miller Value Partners Bill Miller
|
1.10% | 70K | -35.65% | -35.65% | $4.2M | $60.65 | — |
| 5 |
Ariel Investments
|
0.49% | 722K | -1.49% | — | $43.8M | $60.65 | — |
| 6 |
Dodge & Cox
|
0.15% | 4.6M | -34.69% | -64.52% | $280.4M | $60.65 | — |
| 7 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.13% | 26K | +55.31% | — | $1.6M | $60.65 | — |
| 8 |
Mairs & Power
|
0.01% | 24K | -2.96% | -8.89% | $1.5M | $60.65 | — |
| — |
Matrix Asset Advisors David Katz
|
— | — | EXITED | — | — | — | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 8 | Total | — | 22.8M | -12.98% | -19.25% | $1.38B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.