As of the latest SEC filings, BRISTOL MYERS SQUIBB CO (BMY) is held by 1,203 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $3,922,826,352.30 in market value, representing 0.20% of its portfolio.
Funds holding BRISTOL MYERS SQUIBB CO (BMY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BMY
- CIK:
- 0000014272
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.20% | $3,922,826,352.30 | 64,679,742 | Mar 31, 2026 | May 28, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 4.28% | $3,678,843,805.56 | 58,984,188 | Feb 28, 2026 | Apr 24, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.22% | $3,138,744,062.05 | 51,751,757 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.22% | $1,615,850,837.37 | 25,907,501 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.22% | $1,588,478,327.60 | 26,190,904 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.22% | $1,440,079,846.95 | 23,744,103 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.51% | $1,142,396,243.30 | 18,835,882 | Mar 31, 2026 | May 28, 2026 |
|
XLV
State Street(R) Health Care Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 2.33% | $898,814,926.30 | 14,819,702 | Mar 31, 2026 | May 28, 2026 |
|
VPMAX
VANGUARD PRIMECAP FUND
|
MF | Vanguard | 1.20% | $866,898,349.00 | 14,293,460 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.22% | $696,415,990.35 | 11,482,539 | Mar 31, 2026 | May 28, 2026 |
|
SEEGX
JPMorgan Large Cap Growth Fund
|
MF | JPMorgan | 0.49% | $530,657,720.85 | 8,749,509 | Mar 31, 2026 | May 29, 2026 |
|
JEPI
JPMorgan Equity Premium Income ETF
|
ETF | JPMorgan | 1.15% | $503,683,390.75 | 8,304,755 | Mar 31, 2026 | May 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.51% | $486,591,746.28 | 8,030,892 | Apr 30, 2026 | Jun 26, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 1.88% | $381,310,782.93 | 6,113,689 | Feb 28, 2026 | Apr 28, 2026 |
|
FUQIX
Fidelity SAI U.S. Quality Index Fund
|
MF | Fidelity | 1.31% | $376,713,901.93 | 6,217,427 | Apr 30, 2026 | Jun 26, 2026 |
|
OIEIX
JPMorgan Equity Income Fund
|
MF | JPMorgan | 0.91% | $375,428,170.05 | 6,190,077 | Mar 31, 2026 | May 29, 2026 |
|
COWZ
Pacer US Cash Cows 100 ETF
|
ETF | Pacer | 2.03% | $368,530,192.40 | 6,082,360 | Apr 30, 2026 | Jun 29, 2026 |
|
LBSAX
Columbia Dividend Income Fund
|
MF | Columbia Threadneedle | 0.75% | $356,067,585.72 | 5,708,956 | Feb 28, 2026 | Apr 27, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 2.90% | $337,213,332.85 | 5,559,989 | Mar 31, 2026 | May 28, 2026 |
|
VHCAX
VANGUARD CAPITAL OPPORTUNITY FUND
|
MF | Vanguard | 1.13% | $277,746,675.00 | 4,579,500 | Mar 31, 2026 | May 28, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.20% | $273,700,843.99 | 4,517,261 | Apr 30, 2026 | Jun 25, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 0.22% | $259,616,327.90 | 4,280,566 | Mar 31, 2026 | May 28, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.40% | $251,474,732.55 | 4,146,327 | Mar 31, 2026 | May 28, 2026 |
|
FDL
First Trust Morningstar Dividend Leaders Index Fund
|
ETF | First Trust | 3.26% | $239,469,004.40 | 3,948,376 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.19% | $237,448,078.56 | 3,807,088 | Feb 28, 2026 | Apr 24, 2026 |
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