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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 13,291 | $615.2K | 0.04% | +13,291 | New |
| Richwood Investment Advisors, LLC | 13,303 | $615.8K | 0.51% | +225+1.7% | Added |
| Ransom Advisory, Ltd | 13,326 | $616.9K | 0.29% | −500−3.6% | Reduced |
| Diversify Advisory Services, LLC | 13,269 | $617.7K | 0.02% | +2,949+28.6% | Added |
| OneAscent Financial Services LLC | 13,221 | $618.0K | 0.04% | −11,569−46.7% | Reduced |
| Cove Private Wealth, LLC | 13,365 | $618.7K | 0.22% | +2,020+17.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 13,381 | $619.4K | 0.22% | +646+5.1% | Added |
| BluePath Capital Management, LLC | 13,395 | $620.1K | 0.55% | +13,395 | New |
| Boston Trust Walden Corp | 13,407 | $620.6K | 0.00% | +200+1.5% | Added |
| Brass Tax Wealth Management, Inc | 13,481 | $624.0K | 0.12% | −1,073−7.4% | Reduced |
| Richard W. Paul & Associates, LLC | 13,493 | $624.6K | 0.23% | +2,049+17.9% | Added |
| Crestwood Advisors Group LLC | 13,666 | $632.6K | 0.01% | −1,917−12.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 13,675 | $633.0K | 0.44% | −50−0.4% | Reduced |
| Aries Wealth Management | 13,694 | $633.9K | 0.17% | −685−4.8% | Reduced |
| San Luis Wealth Advisors LLC | 13,688 | $634.0K | 0.14% | −2,299−14.4% | Reduced |
| Graypoint LLC | 13,721 | $635.1K | 0.04% | −5,700−29.3% | Reduced |
| Morningstar Investment Management LLC | 13,764 | $637.0K | 0.06% | +2,573+23.0% | Added |
| KRS Capital Management, LLC | 13,781 | $637.9K | 0.43% | −880−6.0% | Reduced |
| LVM Capital Management Ltd | 13,774 | $638.0K | 0.07% | −126−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,803 | $638.9K | 0.01% | −355−2.5% | Reduced |
| Manchester Capital Management LLC | 13,809 | $639.2K | 0.08% | +30.0% | Added |
| Skopos Labs, Inc. | 13,812 | $639.3K | 0.08% | +380+2.8% | Added |
| Everett Harris & Co | 13,813 | $639.4K | 0.01% | +1,143+9.0% | Added |
| Knuff & Co LLC | 13,848 | $641.0K | 0.20% | −1,690−10.9% | Reduced |
| Good Life Advisors, LLC | 13,893 | $643.1K | 0.04% | −63,232−82.0% | Reduced |
| Private Wealth Partners, LLC | 13,950 | $645.7K | 0.05% | 00.0% | Unchanged |
| Lynch & Associates | 13,986 | $647.4K | 0.13% | −55−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 14,005 | $648.3K | 0.14% | −5,643−28.7% | Reduced |
| Garrison Point Advisors, LLC | 14,006 | $648.3K | 0.30% | −2,525−15.3% | Reduced |
| Bridges Investment Management Inc | 14,006 | $648.3K | 0.01% | +80+0.6% | Added |
| Affinity Investment Advisors, LLC | 14,022 | $649.1K | 0.49% | −470−3.2% | Reduced |
| Redwood Wealth Management Group, LLC | 14,052 | $650.5K | 0.29% | +101+0.7% | Added |
| 1620 Investment Advisors, Inc. | 14,109 | $653.1K | 0.46% | +294+2.1% | Added |
| Baldwin Investment Management, LLC | 14,139 | $654.5K | 0.08% | +70.0% | Added |
| Sagespring Wealth Partners, LLC | 14,159 | $655.4K | 0.01% | −7,419−34.4% | Reduced |
| Neo Ivy Capital Management | 14,187 | $656.7K | 0.21% | +14,187 | New |
| Washington Trust Co | 14,208 | $657.7K | 0.02% | −224−1.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 14,288 | $661.4K | 0.20% | −5,979−29.5% | Reduced |
| Deseret Mutual Benefit Administrators | 14,313 | $662.5K | 0.31% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,340 | $663.8K | 0.12% | +544+3.9% | Added |
| Hillsdale Investment Management Inc. | 14,340 | $663.8K | 0.02% | −300−2.0% | Reduced |
| Cohen Capital Management, Inc. | 14,350 | $664.3K | 0.11% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 14,391 | $666.2K | 0.22% | −7,222−33.4% | Reduced |
| Forum Financial Management, LP | 14,563 | $674.1K | 0.01% | −4,166−22.2% | Reduced |
| Davis Investment Partners, LLC | 14,202 | $674.7K | 0.24% | −3,022−17.5% | Reduced |
| ESG Planning | 14,601 | $675.9K | 0.38% | +14,601 | New |
| Main Street Research LLC | 14,607 | $676.1K | 0.04% | −1,643−10.1% | Reduced |
| Fulton Bank, N.A. | 14,719 | $681.3K | 0.03% | −40,783−73.5% | Reduced |
| Accredited Investors Inc. | 14,760 | $683.2K | 0.04% | +30.0% | Added |
| Park Edge Advisors, LLC | 14,777 | $684.0K | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,436 | $688.0K | 0.03% | +3,074+27.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,906 | $690.0K | 0.03% | −21,125−58.6% | Reduced |
| Athena Investment Management | 14,915 | $690.4K | 0.39% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 14,279 | $691.5K | 0.20% | −5,899−29.2% | Reduced |
| bLong Financial, LLC | 14,942 | $691.7K | 0.53% | +979+7.0% | Added |
| OmniStar Financial Group, Inc. | 14,978 | $693.3K | 0.52% | +1,826+13.9% | Added |
| Angeles Wealth Management, LLC | 14,983 | $693.6K | 0.05% | +1,406+10.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,014 | $695.0K | 0.13% | +613+4.3% | Added |
| Van Hulzen Asset Management, LLC | 15,044 | $696.4K | 0.06% | +910+6.4% | Added |
| David Loasby | 15,779 | $697.9K | 0.06% | −941−5.6% | Reduced |
| Capital Investment Advisory Services, LLC | 15,086 | $698.3K | 0.06% | +172+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 15,131 | $700.4K | 0.16% | 00.0% | Unchanged |
| Slagle Financial, LLC | 15,149 | $701.3K | 0.28% | +636+4.4% | Added |
| WealthTrust Asset Management, LLC | 15,176 | $702.5K | 0.53% | +527+3.6% | Added |
| Bank of Hawaii | 15,231 | $705.0K | 0.04% | −1,662−9.8% | Reduced |
| Pavion Blue Capital, LLC | 15,233 | $705.1K | 0.31% | 00.0% | Unchanged |
| GTS Securities LLC | 15,313 | $708.8K | 0.03% | −18,644−54.9% | Reduced |
| Spinnaker Trust | 15,318 | $709.1K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 15,322 | $709.2K | 0.06% | +79+0.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,336 | $709.9K | 0.23% | +150+1.0% | Added |
| Avestar Capital, LLC | 15,424 | $714.0K | 0.05% | −1,308−7.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,618 | $723.0K | 0.06% | +126+0.8% | Added |
| Triangle Securities Wealth Management | 15,628 | $723.4K | 0.18% | −1,552−9.0% | Reduced |
| Foundations Investment Advisors, LLC | 15,634 | $723.7K | 0.01% | −1,147−6.8% | Reduced |
| Voleon Capital Management LP | 15,674 | $725.5K | 0.04% | +15,674 | New |
| Ardent Capital Management, Inc. | 15,700 | $726.8K | 0.35% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 15,678 | $728.9K | 0.08% | −52,375−77.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 15,775 | $730.2K | 0.14% | −1,500−8.7% | Reduced |
| Fountainhead AM, LLC | 15,778 | $730.4K | 0.11% | +161+1.0% | Added |
| Optimum Investment Advisors | 15,846 | $733.5K | 0.32% | 00.0% | Unchanged |
| Smithfield Trust Co | 15,976 | $739.0K | 0.03% | −400−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 16,004 | $740.8K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 16,015 | $741.3K | 0.10% | −2,339−12.7% | Reduced |
| Moloney Securities Asset Management, LLC | 16,016 | $741.4K | 0.09% | −17−0.1% | Reduced |
| Old North State Trust, LLC | 16,051 | $743.0K | 0.51% | −1,840−10.3% | Reduced |
| Fruth Investment Management | 16,130 | $746.0K | 0.20% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 16,141 | $747.2K | 0.09% | +5,549+52.4% | Added |
| Claro Advisors LLC | 16,159 | $748.0K | 0.12% | −6,374−28.3% | Reduced |
| Atlas Brown,Inc. | 16,178 | $748.9K | 0.24% | −60−0.4% | Reduced |
| Old Point Trust & Financial Services N A | 16,301 | $754.6K | 0.26% | +1,440+9.7% | Added |
| Hengehold Capital Management LLC | 16,332 | $756.0K | 0.07% | +20.0% | Added |
| Van Strum & Towne Inc. | 16,392 | $758.8K | 0.24% | 00.0% | Unchanged |
| Monetary Management Group Inc | 16,405 | $759.4K | 0.19% | −500−3.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,432 | $760.5K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,441 | $761.0K | 0.02% | −5,065−23.6% | Reduced |
| ZWJ Investment Counsel Inc | 16,454 | $761.7K | 0.03% | −1,266−7.1% | Reduced |
| Johnson Financial Group, Inc. | 16,466 | $762.2K | 0.03% | −1,736−9.5% | Reduced |
| Central Pacific Bank - Trust Division | 16,476 | $762.7K | 0.10% | −577−3.4% | Reduced |
| Letson Investment Management, Inc. | 16,493 | $763.5K | 0.30% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 16,613 | $769.0K | 0.06% | −50−0.3% | Reduced |