BMYNYSEPharmaceutical PreparationsFiscal year ends December 31Also trades as CELG.RI
BRISTOL MYERS SQUIBB CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$58.83−0.92 (-1.54%)
Close on Oct 19, 2026
- Market cap
- $120.48B
- P/E (TTM)
- 13.0
- Dividend yield
- 4.23%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1.67B
Shares held, 13F filers
Institutional holders
2,514
175 new, 158 sold out
Net institutional buying
57M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $2.29M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 153,108,018 | 7.49% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 143,574,230 | 7.10% | 13G (passive) amendment | Mar 31, 2025 |
| State Street Corporation | 102,521,748 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BMY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 180,384,994 | – | $10.39B | +8,702,106 | 0.15% |
| Vanguard Capital Management LLC | 133,337,856 | – | $7.68B | +1,017,616 | 0.16% |
| State Street Corp | 102,408,940 | – | $5.90B | +3,844,026 | 0.18% |
| JPMorgan Chase & Co | 71,713,442 | – | $4.20B | −20,761,752 | 0.23% |
| Charles Schwab Investment Management Inc | 67,595,177 | – | $3.89B | +6,479,804 | 0.52% |
| Geode Capital Management, LLC | 56,443,077 | – | $3.24B | +1,156,903 | 0.17% |
| Vanguard Portfolio Management LLC | 46,873,015 | – | $2.70B | +642,860 | 0.12% |
| Norges Bank | 36,866,658 | – | $2.12B | New | 0.21% |
| Bank Of America Corp /De/ | 34,045,352 | – | $1.96B | +1,458,371 | 0.13% |
| Price T Rowe Associates Inc /Md/ | 31,707,643 | – | $1.83M | +21,457,405 | 0.18% |
| Morgan Stanley | 29,009,025 | – | $1.67B | −189,529 | 0.09% |
| Aqr Capital Management LLC | 27,357,486 | – | $1.58B | −2,273,619 | 0.55% |
| Ameriprise Financial Inc | 26,670,064 | – | $1.54B | +199,346 | 0.31% |
| Primecap Management Co/Ca/ | 24,923,900 | – | $1.44B | −61,249 | 0.85% |
| Northern Trust Corp | 24,918,384 | – | $1.44B | +159,613 | 0.17% |
| UBS Asset Management Americas Inc | 22,839,010 | – | $1.32B | +119,690 | 0.24% |
| Bank of New York Mellon Corp | 21,821,384 | – | $1.26B | −1,479,953 | 0.21% |
| Independent Franchise Partners LLP | 21,792,841 | – | $1.26B | +517,367 | 8.24% |
| Dimensional Fund Advisors LP | 19,691,951 | – | $1.13B | +929,362 | 0.21% |
| Legal & General Group Plc | 17,022,940 | – | $980.86M | +145,314 | 0.20% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,514 | 1.67B | 175 / 997 | 1003 / 158 | 144M | 87M |
| Q1 2026 | 2,536 | 1.62B | 271 / 1063 | 875 / 152 | 330M | 157M |
| Q4 2025 | 2,456 | 1.65B | 376 / 870 | 960 / 147 | 176M | 194M |
| Q3 2025 | 2,275 | 1.67B | 162 / 835 | 988 / 149 | 176M | 159M |
| Q2 2025 | 2,297 | 1.66B | 151 / 823 | 1034 / 310 | 153M | 124M |
| Q1 2025 | 2,484 | 1.63B | 202 / 954 | 990 / 166 | 136M | 89M |
| Q4 2024 | 2,492 | 1.60B | 376 / 928 | 918 / 111 | 138M | 160M |
| Q3 2024 | 2,265 | 1.63B | 270 / 821 | 930 / 131 | 273M | 97M |
| Q2 2024 | 2,152 | 1.61B | 169 / 696 | 1043 / 322 | 109M | 200M |
| Q1 2024 | 2,336 | 1.71B | 176 / 935 | 968 / 179 | 171M | 125M |
| Q4 2023 | 2,366 | 1.67B | 255 / 674 | 1207 / 240 | 190M | 87M |
| Q3 2023 | 2,391 | 1.57B | 119 / 785 | 1185 / 182 | 55M | 78M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BMY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 64,828,989 | – | $3.74B | 0.16% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 52,920,170 | – | $3.05B | 0.18% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 48,641,121 | – | $2.78B | 2.93% | May 31, 2026 |
| iShares Core S&P 500 ETF | 28,089,377 | – | $1.62B | 0.18% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 26,060,796 | – | $1.49B | 0.18% | May 31, 2026 |
| Vanguard Value Index Fund | 19,438,627 | – | $1.12B | 0.44% | Jun 30, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 14,426,589 | – | $831.26M | 2.05% | Jun 30, 2026 |
| Vanguard Primecap Fund | 14,293,460 | – | $823.59M | 0.86% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 11,085,954 | – | $638.77M | 0.18% | Jun 30, 2026 |
| JPMorgan Equity Premium Income ETF | 9,559,164 | – | $550.80M | 1.23% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 8,222,861 | – | $537.04M | 0.54% | Jul 31, 2026 |
| Fidelity SAI U.S. Quality Index Fund | 7,055,046 | – | $460.77M | 1.29% | Jul 31, 2026 |
| Pacer US Cash Cows 100 ETF | 6,242,303 | – | $407.68M | 2.18% | Jul 31, 2026 |
| iShares Core High Dividend ETF | 6,165,404 | – | $402.66M | 2.70% | Jul 31, 2026 |
| Vanguard Health Care Index Fund | 6,114,287 | – | $349.61M | 1.84% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Christopher S. Boerner | Chief Executive Officer, Director | 136,223 | Mar 12, 2026 |
| Cristian Massacesi | EVP,Chief Med Offr,Head of Dev | 18,748 | Sep 10, 2026 |
| Bartie Wendy Short | EVP, Corporate Affairs | 12,684 | Sep 3, 2026 |
| Phil M. Holzer | SVP and Controller | 16,862 | Aug 26, 2026 |
| Cari Gallman | EVP, General Counsel | 13,649 | Aug 4, 2026 |
| Adam Lenkowsky | EVP, Chief Commercial Officer | 28,678 | May 5, 2026 |
| David V. Elkins | EVP, Chief Financial Officer | 159,542 | Apr 2, 2026 |
| Karin Shanahan | EVP, Chief Supply Chain & Ops | 27,346 | Apr 2, 2026 |
| Benjamin Hickey | President, RayzeBio Org. | 16,672 | Mar 12, 2026 |
| Gregory Scott Meyers | EVP, Chief Digital & Tech Off. | 24,570 | Mar 12, 2026 |
| Lynelle Hoch | President, Cell Therapy Org. | 5,913 | Mar 12, 2026 |
| Robert M. Plenge | EVP, Chief Research Officer | 34,826 | Mar 12, 2026 |
| Hiroshi Chris Shibutani | EVP, Chief Strategy Officer | – | Mar 12, 2026 |
| Ahn Amanda Poole | EVP, Chief People Officer | 6,118 | Mar 12, 2026 |
| Samit Hirawat | EVP,Chief Med.Offr.,Drug Dev. | 83,513 | Apr 29, 2025 |
| Sandra Leung | EVP, General Counsel | 455,478 | Mar 12, 2025 |
| Michael R. McMullen | Director | 1,000 | Jul 2, 2026 |
| Phyllis R. Yale | Director | – | Jul 2, 2026 |
| Peter J. Arduini | Director | – | Jul 2, 2026 |
| Derica W. Rice | Director | 1,200 | Jul 2, 2026 |
| Theodore R. Samuels II | Director | 35,500 | Jul 2, 2026 |
| Julia A. Haller | Director | 34,079 | Jun 16, 2026 |
| Deepak Bhatt | Director | – | Feb 3, 2026 |
| Karen H. Vousden | Director | – | Feb 3, 2026 |
| Paula A. Price | Director | – | Feb 3, 2026 |
| Medina Manuel Hidalgo | Director | – | Feb 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Cristian Massacesi EVP,Chief Med Offr,Head of Dev | Sep 9, 2026 | Sale | −6,249 | $64.57 | $403.50K | 18,748 |
| Bartie Wendy Short EVP, Corporate Affairs | Sep 1, 2026 | Tax withholding | −633 | $66.92 | $42.36K | 12,684 |
| Bartie Wendy Short EVP, Corporate Affairs | Sep 1, 2026 | Option exercise | +1,236 | $66.92 | $82.71K | 13,317 |
| Phil M. Holzer SVP and Controller | Aug 25, 2026 | Sale | −500 | $67.50 | $33.75K | 16,862 |
| Cari Gallman EVP, General Counsel | Aug 1, 2026 | Tax withholding | −543 | $65.31 | $35.46K | 13,649 |
| Cari Gallman EVP, General Counsel | Aug 1, 2026 | Option exercise | +1,061 | – | – | 14,192 |
| Cristian Massacesi EVP,Chief Med Offr,Head of Dev | Aug 1, 2026 | Tax withholding | −26,175 | $65.31 | $1.71M | 24,997 |
| Cristian Massacesi EVP,Chief Med Offr,Head of Dev | Aug 1, 2026 | Option exercise | +51,172 | – | – | 51,172 |
| Julia A. Haller Director | Jun 15, 2026 | Option exercise | +20,460 | $53.76 | $1.10M | 34,079 |
| Bartie Wendy Short EVP, Corporate Affairs | Jun 3, 2026 | Option exercise | +8,040 | – | – | 15,957 |
| Bartie Wendy Short EVP, Corporate Affairs | Jun 3, 2026 | Tax withholding | −3,876 | $54.72 | $212.09K | 12,081 |
| Adam Lenkowsky EVP, Chief Commercial Officer | May 1, 2026 | Tax withholding | −599 | $58.22 | $34.87K | 19,706 |
| Adam Lenkowsky EVP, Chief Commercial Officer | May 1, 2026 | Option exercise | +1,373 | – | – | 20,508 |
| Adam Lenkowsky EVP, Chief Commercial Officer | May 1, 2026 | Other | −203 | – | – | 20,305 |
| David V. Elkins EVP, Chief Financial Officer | Apr 1, 2026 | Sale(10b5-1 plan) | −4,481 | $62.05 | $278.05K | 159,248 |
| David V. Elkins EVP, Chief Financial Officer | Apr 1, 2026 | Sale(10b5-1 plan) | −25,519 | $61.60 | $1.57M | 163,729 |
| Karin Shanahan EVP, Chief Supply Chain & Ops | Apr 1, 2026 | Tax withholding | −1,692 | $61.73 | $104.45K | 25,888 |
| Karin Shanahan EVP, Chief Supply Chain & Ops | Apr 1, 2026 | Option exercise | +3,307 | – | – | 27,580 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Option exercise | +768 | – | – | 16,194 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Tax withholding | −261 | $60.13 | $15.69K | 15,426 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Other | −91 | – | – | 15,687 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Option exercise | +811 | – | – | 15,778 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Other | −83 | – | – | 16,111 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Option exercise | +4,612 | – | – | 20,475 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Other | −2,264 | – | – | 18,211 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Tax withholding | −849 | $60.13 | $51.05K | 17,362 |
| Phil M. Holzer SVP and Controller | Mar 10, 2026 | Tax withholding | −248 | $60.13 | $14.91K | 15,863 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Option exercise | +6,733 | – | – | 10,784 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Option exercise | +17,788 | – | – | 34,817 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Other | −8,734 | – | – | 26,083 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Tax withholding | −4,632 | $60.13 | $278.52K | 21,451 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Option exercise | +6,618 | – | – | 7,800 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Other | −743 | – | – | 7,057 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Tax withholding | −3,006 | $60.13 | $180.75K | 4,051 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Tax withholding | −10,518 | $60.13 | $632.45K | 17,029 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Other | −19,835 | – | – | 27,547 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Option exercise | +40,398 | – | – | 47,382 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Tax withholding | −3,073 | $60.13 | $184.78K | 6,984 |
| Christopher S. Boerner Chief Executive Officer, Director | Mar 10, 2026 | Other | −727 | – | – | 10,057 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Tax withholding | −1,246 | $60.13 | $74.92K | 24,570 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Other | −356 | – | – | 25,816 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Option exercise | +19,760 | – | – | 44,330 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Other | −9,702 | – | – | 34,628 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Tax withholding | −4,267 | $60.13 | $256.57K | 30,361 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Option exercise | +2,839 | – | – | 24,267 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Other | −319 | – | – | 23,948 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Tax withholding | −1,069 | $60.13 | $64.28K | 22,879 |
| Gregory Scott Meyers EVP, Chief Digital & Tech Off. | Mar 10, 2026 | Option exercise | +3,293 | – | – | 26,172 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Option exercise | +14,052 | – | – | 31,600 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Option exercise | +1,107 | – | – | 16,946 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Other | −124 | – | – | 16,822 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Tax withholding | −436 | $60.13 | $26.22K | 16,386 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Option exercise | +2,342 | – | – | 18,728 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Other | −253 | – | – | 18,475 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Tax withholding | −927 | $60.13 | $55.74K | 17,548 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Other | −6,900 | – | – | 24,700 |
| Robert M. Plenge EVP, Chief Research Officer | Mar 10, 2026 | Tax withholding | −3,172 | $60.13 | $190.73K | 21,528 |
| Lynelle Hoch President, Cell Therapy Org. | Mar 10, 2026 | Tax withholding | −267 | $60.13 | $16.05K | 5,913 |
| Lynelle Hoch President, Cell Therapy Org. | Mar 10, 2026 | Option exercise | +6,304 | – | – | 12,217 |
| Lynelle Hoch President, Cell Therapy Org. | Mar 10, 2026 | Other | −3,095 | – | – | 9,122 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cristian Massacesi Officer | Sep 9, 2026 | 6,249 | $403.50K | Sep 9, 2026 | Restricted Stock Vesting |
| Phil M. Holzer Officer | Aug 25, 2026 | 500 | $33.75K | Aug 25, 2026 | Restricted Stock Vesting |
| David V. Elkins Officer | Apr 1, 2026 | 30,000 | $1.85M | Apr 1, 2026 | Restricted Stock Vesting |
| David V. Elkins Officer | Sep 2, 2025 | 56,000 | $2.65M | Sep 2, 2025 | Stock Option Exercise |
| Phil M. Holzer Officer | Nov 4, 2024 | 700 | $38.93K | Nov 4, 2024 | Restricted Stock Vesting |
| Ann Powell Officer | Aug 24, 2023 | 17,986 | $1.10M | Aug 24, 2023 | Restricted Stock Vesting |
| Robert M. Plenge Officer | Aug 3, 2023 | 732 | $44.76K | Aug 3, 2023 | Restricted Stock Vesting |
| Rupert Vessey Officer | May 3, 2023 | 50,385 | $3.38M | May 3, 2023 | Stock Option Exercise |