Bristol Myers Squibb Co
BMY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000014272
In the last 90 days, Bristol Myers Squibb Co insiders filed 0 open-market purchases and 2 sales; 2,530 institutions reported holding it in 13F filings for Q2 2026, worth $96.7B in total; no superinvestor holds it.
Other share classesCELG.RI
13F holders, Q2 2025
Institutional positions in Bristol Myers Squibb Co as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,299
- −158 vs. Q1 2025
- Shares held
- 1.64B
- +16.7M (+1.0%) vs. Q1 2025
- Total value
- $76.1B
- −$23.1B (−23.3%) vs. Q1 2025
- New holders
- 150
- 825 more added
- Sold out
- 308
- 1,034 more reduced
28 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $119.2B |
| Q4 2021 | 2,451 | $99.9B |
| Q3 2021 | 2,299 | $96.6B |
| Q2 2021 | 2,379 | $109.0B |
| Q1 2021 | 2,374 | $102.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 11,002 | $509.3K | 0.04% | +4,167+61.0% | Added |
| TRUE Private Wealth Advisors | 11,038 | $511.0K | 0.06% | +1,477+15.4% | Added |
| Pettinga Financial Advisors, LLC | 11,058 | $511.9K | 0.11% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 11,073 | $512.6K | 0.06% | −208−1.8% | Reduced |
| Everpar Advisors LLC | 11,104 | $514.0K | 0.23% | −389−3.4% | Reduced |
| Juncture Wealth Strategies, LLC | 11,116 | $514.5K | 0.18% | −256−2.3% | Reduced |
| First Nebraska Trust Co | 11,140 | $515.7K | 0.05% | 00.0% | Unchanged |
| Chicago Capital, LLC | 11,165 | $516.8K | 0.01% | −97−0.9% | Reduced |
| Estabrook Capital Management | 11,179 | $517.5K | 0.08% | −216−1.9% | Reduced |
| Shufro Rose & Co LLC | 8,500 | $518.4K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 11,212 | $519.0K | 0.23% | −271−2.4% | Reduced |
| Confluence Wealth Services, Inc. | 11,336 | $524.7K | 0.03% | −1,260−10.0% | Reduced |
| Arvest Bank Trust Division | 11,374 | $526.5K | 0.03% | −21,403−65.3% | Reduced |
| WESPAC Advisors, LLC | 11,446 | $529.8K | 0.37% | −4,116−26.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,476 | $531.2K | 0.03% | −672−5.5% | Reduced |
| Callahan Advisors, LLC | 11,491 | $531.9K | 0.05% | +3,095+36.9% | Added |
| Harbor Investment Advisory, LLC | 11,519 | $533.2K | 0.05% | −832−6.7% | Reduced |
| Apriem Advisors | 11,571 | $535.7K | 0.06% | +65+0.6% | Added |
| Krilogy Financial LLC | 11,592 | $536.6K | 0.03% | +651+6.0% | Added |
| Mendel Money Management | 11,628 | $538.3K | 0.24% | −50−0.4% | Reduced |
| Fulcrum Asset Management LLP | 11,650 | $539.3K | 0.15% | +11,650 | New |
| Vaughan & Co Securities, Inc. | 11,684 | $540.9K | 0.31% | −22−0.2% | Reduced |
| Journey Strategic Wealth LLC | 11,694 | $541.3K | 0.02% | +4,397+60.3% | Added |
| Park Circle Co | 11,700 | $541.6K | 0.46% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11,728 | $542.9K | 0.03% | −506−4.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,537 | $545.2K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,825 | $547.4K | 0.02% | +208+1.8% | Added |
| High Net Worth Advisory Group LLC | 11,841 | $548.1K | 0.15% | −5,435−31.5% | Reduced |
| Grandfield & Dodd, LLC | 11,841 | $548.2K | 0.03% | −515−4.2% | Reduced |
| Baader Bank INC | 13,815 | $548.8K | 0.05% | +6,951+101.3% | Added |
| BEAM Asset Management, LLC | 11,892 | $550.5K | 0.16% | −273−2.2% | Reduced |
| Ironwood Financial, llc | 9,029 | $550.7K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 11,901 | $550.9K | 0.07% | −322−2.6% | Reduced |
| Baxter Bros Inc | 11,906 | $551.1K | 0.07% | −334−2.7% | Reduced |
| Adams Wealth Management | 11,914 | $551.5K | 0.10% | +11,914 | New |
| CacheTech Inc. | 11,914 | $551.5K | 0.10% | +11,914 | New |
| Waldron Private Wealth LLC | 11,943 | $552.8K | 0.02% | −412−3.3% | Reduced |
| Nwam LLC | 12,620 | $553.2K | 0.03% | −7,838−38.3% | Reduced |
| Woodmont Investment Counsel LLC | 11,958 | $553.5K | 0.04% | −1,138−8.7% | Reduced |
| Waters Parkerson & Co., LLC | 12,005 | $555.7K | 0.03% | 00.0% | Unchanged |
| First County Bank | 12,022 | $556.5K | 0.30% | −5,291−30.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,046 | $557.6K | 0.06% | −733−5.7% | Reduced |
| Indiana Trust & Investment Management CO | 12,085 | $559.4K | 0.19% | +476+4.1% | Added |
| StoneX Group Inc. | 12,138 | $561.9K | 0.03% | −4,377−26.5% | Reduced |
| Nichols & Pratt Advisers LLP | 12,145 | $562.2K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 12,171 | $563.0K | 0.03% | +49+0.4% | Added |
| Unique Wealth Strategies, LLC | 12,196 | $564.5K | 0.24% | +12,196 | New |
| CFS Investment Advisory Services, LLC | 12,199 | $565.0K | 0.05% | −13,350−52.3% | Reduced |
| Van Cleef Asset Management,Inc | 12,246 | $566.9K | 0.06% | −1,439−10.5% | Reduced |
| City Holding Co | 12,269 | $567.9K | 0.07% | −1,114−8.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,274 | $568.1K | 0.01% | +12,274 | New |
| Uncommon Cents Investing LLC | 12,293 | $569.0K | 0.15% | −210−1.7% | Reduced |
| Prudent Man Advisors, LLC | 12,303 | $569.5K | 0.18% | −282−2.2% | Reduced |
| Signet Financial Management, LLC | 12,314 | $570.0K | 0.07% | +51+0.4% | Added |
| Headinvest, LLC | 12,329 | $570.7K | 0.12% | −690−5.3% | Reduced |
| Strategic Blueprint, LLC | 12,341 | $571.3K | 0.03% | +92+0.8% | Added |
| Fieldview Capital Management, LLC | 12,348 | $571.6K | 0.09% | −58,381−82.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 12,354 | $572.0K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 12,369 | $572.6K | 0.17% | −117−0.9% | Reduced |
| Triumph Capital Management | 12,399 | $574.0K | 0.17% | −13,828−52.7% | Reduced |
| Syon Capital LLC | 12,402 | $574.1K | 0.04% | −4,622−27.1% | Reduced |
| SageView Advisory Group, LLC | 12,085 | $574.2K | 0.02% | −406−3.3% | Reduced |
| Davidson Trust Co | 12,436 | $575.7K | 0.27% | −1,628−11.6% | Reduced |
| Pure Financial Advisors, Inc. | 12,437 | $575.7K | 0.01% | +3,263+35.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,531 | $580.1K | 0.03% | −559−4.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,578 | $582.2K | 0.12% | −1,236−8.9% | Reduced |
| Gold Investment Management Ltd. | 12,447 | $582.3K | 0.22% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,584 | $582.5K | 0.07% | −773−5.8% | Reduced |
| Investment Partners, Ltd. | 12,591 | $582.8K | 0.22% | −1,847−12.8% | Reduced |
| Capital Advisors Inc | 12,598 | $583.2K | 0.01% | +258+2.1% | Added |
| R Squared Ltd | 12,644 | $585.3K | 0.32% | +12,644 | New |
| Sage Mountain Advisors LLC | 12,670 | $586.5K | 0.04% | +4,180+49.2% | Added |
| Onyx Bridge Wealth Group LLC | 12,723 | $588.9K | 0.08% | −226−1.7% | Reduced |
| Marex Group plc | 12,772 | $591.2K | 0.01% | −120,684−90.4% | Reduced |
| Headlands Technologies LLC | 12,777 | $591.4K | 0.07% | +12,777 | New |
| Thoroughbred Financial Services, LLC | 12,807 | $592.0K | 0.04% | −6,507−33.7% | Reduced |
| Diversify Wealth Management, LLC | 12,745 | $593.3K | 0.04% | −257−2.0% | Reduced |
| FSM Wealth Advisors, LLC | 12,770 | $593.7K | 0.10% | +5,897+85.8% | Added |
| YHB Investment Advisors, Inc. | 12,835 | $594.1K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 12,873 | $595.9K | 0.42% | +4,692+57.4% | Added |
| Avidian Wealth Solutions, LLC | 12,907 | $597.5K | 0.02% | +2,233+20.9% | Added |
| Farringdon Capital, Ltd. | 12,942 | $599.1K | 0.20% | +12,942 | New |
| Capital Analysts, LLC | 12,969 | $601.0K | 0.02% | −25−0.2% | Reduced |
| Formidable Asset Management, LLC | 9,860 | $601.4K | 0.10% | 00.0% | Unchanged |
| Severin Investments, LLC | 12,993 | $601.4K | 0.56% | +6,302+94.2% | Added |
| Vectors Research Management, LLC | 13,000 | $601.8K | 0.21% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 13,012 | $602.3K | 0.05% | +443+3.5% | Added |
| Cooper Financial Group | 13,031 | $603.2K | 0.07% | −2,821−17.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 13,040 | $603.6K | 0.11% | +998+8.3% | Added |
| Sovereign Financial Group, Inc. | 13,070 | $605.0K | 0.12% | −718−5.2% | Reduced |
| Cornerstone Wealth Group, LLC | 13,130 | $607.8K | 0.05% | −175−1.3% | Reduced |
| Meridian Management Co | 14,045 | $608.3K | 0.17% | −220−1.5% | Reduced |
| United Advisor Group, LLC | 13,141 | $608.3K | 0.11% | +35+0.3% | Added |
| Northcape Wealth Management, LLC | 13,145 | $608.5K | 0.19% | −85−0.6% | Reduced |
| Fiduciary Alliance LLC | 13,159 | $609.1K | 0.05% | +8,912+209.8% | Added |
| Tempus Wealth Planning, LLC | 13,162 | $609.2K | 0.15% | +74+0.6% | Added |
| Principle Wealth Partners LLC | 13,180 | $610.1K | 0.04% | −814−5.8% | Reduced |
| Physicians Financial Services, Inc. | 13,206 | $611.0K | 0.18% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 13,218 | $611.9K | 0.14% | −1,964−12.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,287 | $615.1K | 0.11% | 00.0% | Unchanged |