Bristol-Myers Squibb Company
US ˙ NYSE ˙ US1101221083

SecurityBMY / Bristol-Myers Squibb Company
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership884,303 shares
Latest Disclosed Value $ 53,632,970
Neuberger Berman Group LLC reports 16.81% increase in ownership of BMY / Bristol-Myers Squibb Company

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 884,303 shares of Bristol-Myers Squibb Company (US:BMY) valued at $53,632,977 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 757,030 shares of Bristol-Myers Squibb Company. This represents a change in shares of 16.81% during the quarter. The current value of the position is $50,644,033 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 884,303 127,273 16.81 53,633 31.37 0.0209
2026-02-13 2025-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 757,030 -104,148 -12.09 40,826 5.12 0.0304
2025-11-12 2025-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 861,178 -2,299,874 -72.76 38,839 -73.46 0.0284
2025-08-25 2025-06-30 13F/A-1 BRISTOL-MYERS SQUIBB Common 110122108 3,161,052 -1,356,702 -30.03 146,331 -46.88 0.1126
2025-08-13 2025-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 3,161,052 -1,356,702 146,331 0.0583
2025-05-13 2025-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 4,517,754 1,866,882 70.43 275,467 83.73 0.2307
2025-02-13 2024-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 2,650,872 849,460 47.16 149,933 60.86 0.1190
2024-11-14 2024-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 1,801,412 1,217,136 208.32 93,205 284.13 0.0727
2024-11-14 2024-06-30 13F/A-1 BRISTOL-MYERS SQUIBB Common 110122108 584,276 27,301 4.90 24,265 -19.67 0.0199
2024-08-13 2024-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 584,276 27,301 24,265 0.0199
2024-11-14 2024-03-31 13F/A-1 BRISTOL-MYERS SQUIBB Common 110122108 556,975 -2,455,456 -81.51 30,205 -80.46 0.0250
2024-05-13 2024-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 556,975 -2,455,456 30,205 0.0250
2024-11-14 2023-12-31 13F/A-2 BRISTOL-MYERS SQUIBB Common 110122108 3,012,431 -2,438,865 -44.74 154,556 -51.15 0.1348
2024-02-09 2023-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,012,431 -2,438,865 154,556 0.1348
2023-11-14 2023-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 5,451,296 -49,643 -0.90 316,404 -10.06 0.2883
2023-08-11 2023-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 5,500,939 -385,385 -6.55 351,790 -13.75 0.3146
2023-05-12 2023-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 5,886,324 118,297 2.05 407,870 -1.72 0.3782
2023-02-13 2022-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 5,768,027 1,261,972 28.01 415,019 29.49 0.4069
2022-11-15 2022-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 4,506,055 -329,397 -6.81 320,513 -13.96 0.3346
2022-08-15 2022-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 4,835,452 1,053,951 27.87 372,496 34.85 0.3744
2022-05-23 2022-03-31 13F/A-1 BRISTOL-MYERS SQUIBB Common 110122108 3,781,501 771,582 25.63 276,228 48.15 0.2340
2022-05-13 2022-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,781,501 771,582 274,370 0.1224
2022-02-11 2021-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,009,919 -790,653 -20.80 186,454 -16.68 0.1463
2021-11-12 2021-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 3,800,572 -10,845 -0.28 223,792 -11.68 0.1956
2021-08-13 2021-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 3,811,417 1,462,381 62.25 253,380 71.39 0.2212
2021-05-13 2021-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 2,349,036 -567,808 -19.47 147,835 -18.22 0.1412
2021-02-10 2020-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 2,916,844 95,925 3.40 180,770 6.36 0.1874
2020-11-12 2020-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 2,820,919 -462,545 -14.09 169,960 -11.95 0.2016
2020-08-13 2020-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 3,283,464 -101,458 -3.00 193,028 2.31 0.2400
2020-05-14 2020-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,384,922 -76,354 -2.21 188,676 -15.08 0.2876
2020-02-12 2019-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,461,276 1,103,467 46.80 222,180 85.83 0.2593
2019-11-13 2019-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 2,357,809 -315,508 -11.80 119,564 -1.38 0.1460
2019-08-13 2019-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 2,673,317 -43,435 -1.60 121,235 -6.47 0.1450
2019-05-13 2019-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 2,716,752 607,233 28.79 129,616 18.21 0.1588
2019-02-12 2018-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 2,109,519 347,234 19.70 109,652 0.23 0.1529
2018-11-16 2018-09-30 13F/A-1 BRISTOL-MYERS SQUIBB Common 110122108 1,762,285 -715,856 -28.89 109,402 -20.26 0.1240
2018-11-13 2018-09-30 13F BRISTOL-MYERS SQUIBB Common 110122108 1,762,285 -715,856 109,402
2018-08-13 2018-06-30 13F BRISTOL-MYERS SQUIBB Common 110122108 2,478,141 -607,078 -19.68 137,203 -29.71 0.1515
2018-05-08 2018-03-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,085,219 -87,873 -2.77 195,195 0.38 0.2231
2018-02-14 2017-12-31 13F BRISTOL-MYERS SQUIBB Common 110122108 3,173,092 325,704 11.44 194,447 7.14 0.2235
2017-11-15 2017-09-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 2,847,388 -1,186,277 -29.41 181,492 -19.25 0.2270
2017-08-08 2017-06-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 4,033,665 -534,651 -11.70 224,756 -9.53 0.2887
2017-05-10 2017-03-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 4,568,316 -914,632 -16.68 248,425 -22.47 0.3206
2017-02-06 2016-12-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 5,482,948 -255,834 -4.46 320,423 3.55 0.4303
2016-11-02 2016-09-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 5,738,782 208,546 3.77 309,435 -23.92 0.4198
2016-08-05 2016-06-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 5,530,236 -580,494 -9.50 406,749 4.20 0.5604
2016-05-06 2016-03-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 6,110,730 126,453 2.11 390,353 -5.18 0.5367
2016-01-28 2015-12-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 5,984,277 -170,914 -2.78 411,659 12.97 0.5389
2015-11-10 2015-09-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 6,155,191 -166,842 -2.64 364,387 -13.38 0.4695
2015-07-31 2015-06-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 6,322,033 22,605 0.36 420,668 3.53 0.4677
2015-05-06 2015-03-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 6,299,428 6,299,428 0.00 406,313 0.4338
2015-02-05 2014-12-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 0 -7,613,246 -100.00 0 -100.00
2014-11-04 2014-09-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 7,613,246 -1,159,048 -13.21 389,645 -8.44 0.3999
2014-08-05 2014-06-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 8,772,294 141,803 1.64 425,544 -5.09 0.4155
2014-05-05 2014-03-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 8,630,491 -824,323 -8.72 448,353 -10.78 0.4560
2014-02-11 2013-12-31 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 9,454,814 -97,443 -1.02 502,523 13.67 0.5165
2013-10-29 2013-09-30 13F/A-1 BRISTOL MYERS SQUIBB COMMON STOCK 110122108 9,552,257 523,667 5.80 442,079 9.56 0.4908
2013-10-29 2013-09-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 603,612 20,372
2013-08-13 2013-06-30 13F BRISTOL MYERS SQUIBB COMMON STOCK 110122108 9,028,590 9,028,590 403,488 0.4798
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.