undamentalytics Newsletter

Bristol Myers Squibb: which funds bought and sold

Institutions that bought and sold Bristol Myers Squibb shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,138 institutions that filed 13F reports for both quarters added to or opened positions in Bristol Myers Squibb, and 1,156 cut or closed them. Together they added a net 18.5M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4.3M shares (−1.6%); index fund managers were net buyers of 21.7M shares (+3.6%). 143 opened a new position and 156 sold out entirely.

Bought, Q2 2026 1,138 institutions, 143 of them new holders Sold, Q2 2026 1,156 institutions, 156 of them sold out
Net change, all compared +18.5M shares (+1.1%)
Net change, active managers −4.3M shares (−1.6%), 47 bought, 63 sold

Buyers versus sellers

institutions compared, 2,632
Active managers and hedge funds 47 bought · 63 sold · −4.3M
Index fund managers 9 bought · 3 sold · +21.7M
Other institutions 1,082 bought · 1,090 sold · +1.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +21.5M +209.3% 31.7M $1.8B
Blackrock, Inc. Index funds +8.7M +5.1% 180.4M $10.4B
Charles Schwab Investment Management Inc Index funds +6.5M +10.6% 67.6M $3.9B
Nordea Investment Management AB +6.0M +296.1% 8.1M $463M
FMR LLC Active manager +5.6M +52.7% 16.3M $939M
State Street Corp Index funds +3.8M +3.9% 102.4M $5.9B
Goldman Sachs Group Inc +3.0M +21.1% 17.0M $981M
Caisse De Depot Et Placement Du Quebec +2.7M +185.0% 4.2M $244M
UBS Group AG +1.7M +23.3% 8.9M $511M
Bank Of America Corp +1.5M +4.5% 34.0M $2B
Allianz Asset Management Gmbh +1.4M +20.3% 8.3M $482M
Geode Capital Management, LLC Index funds +1.2M +2.1% 56.4M $3.2B
Royal Bank Of Canada +1.1M +10.4% 12.1M $697M
Employees Provident Fund Board +1.1M +45.1% 3.6M $210M
Deutsche Bank Ag\ +1.1M +12.2% 10.1M $584M
Victory Capital Management Inc Active manager +1.0M +11.1% 10.2M $586M
Vanguard Capital Management LLC Index funds +1.0M +0.8% 133.3M $7.7B
LSV Asset Management Active manager +997K +11.3% 9.9M $568M
Bank Of Nova Scotia +973K +129.3% 1.7M $99.5M
Dimensional Fund Advisors LP +929K +5.0% 19.7M $1.1B

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −20.8M −22.5% 71.7M $4.2B
Millennium Management LLC Hedge fund −5.8M −88.5% 753K $43.4M
Dodge & Cox Active manager −4.6M −99.1% 42K $2.4M
Los Angeles Capital Management LLC Active manager −3.9M −90.9% 387K $22.3M
Marshall Wace, LLP Hedge fund −3.7M −99.6% 15K $874,038
Capital International Investors Active manager −2.5M −29.9% 5.9M $341M
AQR Capital Management LLC Hedge fund −2.3M −7.7% 27.4M $1.6B
Jane Street Group, LLC −2.2M −96.2% 86K $5M
SG Americas Securities, LLC −1.6M −18.3% 7.3M $420M
Wellington Management Group LLP Active manager −1.6M −28.9% 3.9M $226M
Bank Of New York Mellon Corp −1.5M −6.4% 21.8M $1.3B
Two Sigma Investments, LP Hedge fund −1.4M −12.6% 10.1M $581M
Panagora Asset Management Inc Active manager −1.4M −38.1% 2.3M $133M
Franklin Resources Inc Active manager −1.4M −22.7% 4.8M $276M
Worldquant Millennium Advisors LLC Hedge fund −1.4M −40.6% 2.0M $116M
HRT Financial LP −1.3M −64.3% 741K $42.7M
Sofinnova Investments, Inc. −1.1M −55.9% 877K $50.5M
Connor, Clark & Lunn Investment Management Ltd. −1.1M Sold out 0 —
Public Sector Pension Investment Board −1.0M −62.9% 597K $34.4M
Renaissance Technologies LLC Hedge fund −977K Sold out 0 —

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Connor, Clark & Lunn Investment Management Ltd. 1.1M $66.8M
Renaissance Technologies LLCHedge fund 977K $59.3M
Point72 Asset Management, L.P.Hedge fund 531K $32.2M
Bridgewater Associates, LPHedge fund 242K $14.7M
Premier Fund Managers Ltd 228K $13.6M
Kinsale Capital Group, Inc. 191K $11.6M
Cinctive Capital Management LPHedge fund 110K $6.7M
Promethos Capital, LLC 105K $6.4M
Jain Global LLCHedge fund 103K $6.2M
Entropy Technologies, LP 98K $6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,511
Ten largest holders
45.5%
of 13F-reported shares
Index fund managers
37.5%
of 13F-reported shares
Active managers and hedge funds
16.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 47 63 5 12 −4.3M −1.6%
Index fund managers 9 3 0 0 +21.7M +3.6%
Other institutions 1,082 1,090 138 144 +1.1M +0.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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