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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Charter Trust Co | 37,641 | $1.74M | 0.11% | −135−0.4% | Reduced |
| Edmp, Inc. | 37,679 | $1.74M | 1.48% | −2,094−5.3% | Reduced |
| Kanawha Capital Management LLC | 37,751 | $1.75M | 0.13% | +557+1.5% | Added |
| Bridgeway Capital Management, LLC | 37,800 | $1.75M | 0.04% | −400−1.0% | Reduced |
| First National Trust Co | 37,822 | $1.75M | 0.07% | −2,632−6.5% | Reduced |
| Inlet Private Wealth, LLC | 37,973 | $1.76M | 0.43% | −10,015−20.9% | Reduced |
| Leavell Investment Management, Inc. | 37,987 | $1.76M | 0.08% | −2,044−5.1% | Reduced |
| Charter Research & Investment Group, Inc. | 37,993 | $1.76M | 1.31% | −1,665−4.2% | Reduced |
| Ridgewood Investments LLC | 38,146 | $1.77M | 0.76% | +10,574+38.4% | Added |
| Ballentine Partners, LLC | 38,232 | $1.77M | 0.03% | −2,554−6.3% | Reduced |
| IHT Wealth Management, LLC | 38,251 | $1.77M | 0.05% | −5,338−12.2% | Reduced |
| Courier Capital LLC | 38,346 | $1.78M | 0.11% | −1,563−3.9% | Reduced |
| Cornercap Investment Counsel Inc | 38,356 | $1.78M | 0.92% | −916−2.3% | Reduced |
| Thornburg Investment Management Inc | 38,400 | $1.78M | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 38,449 | $1.78M | 0.03% | −738−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 38,804 | $1.80M | 0.13% | −11,285−22.5% | Reduced |
| Clark Estates Inc | 38,800 | $1.80M | 0.40% | +4,262+12.3% | Added |
| Redwood Investment Management, LLC | 39,229 | $1.82M | 0.19% | +5,937+17.8% | Added |
| Federated Hermes, Inc. | 39,478 | $1.83M | 0.00% | −7,793,300−99.5% | Reduced |
| Warren Averett Asset Management, LLC | 39,523 | $1.83M | 0.02% | +126+0.3% | Added |
| Oarsman Capital, Inc. | 39,683 | $1.84M | 0.29% | +4,043+11.3% | Added |
| Proactive Wealth Strategies LLC | 39,689 | $1.84M | 0.87% | +1,717+4.5% | Added |
| New England Asset Management Inc | 39,721 | $1.84M | 0.29% | +245+0.6% | Added |
| Evergreen Capital Management LLC | 39,839 | $1.84M | 0.06% | −287−0.7% | Reduced |
| Wellington Shields & Co., LLC | 39,902 | $1.85M | 0.52% | −432−1.1% | Reduced |
| Chemung Canal Trust Co | 40,077 | $1.86M | 0.39% | −75−0.2% | Reduced |
| Holderness Investments Co | 40,078 | $1.86M | 0.40% | −2,414−5.7% | Reduced |
| Brookstone Capital Management | 40,127 | $1.86M | 0.02% | +1,358+3.5% | Added |
| Wells Trecaso Financial Group, LLC | 40,491 | $1.87M | 0.58% | −1,624−3.9% | Reduced |
| GAMMA Investing LLC | 40,508 | $1.88M | 0.12% | +823+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 40,717 | $1.88M | 0.27% | −598−1.4% | Reduced |
| Optimist Retirement Group LLC | 40,861 | $1.89M | 0.91% | +1,725+4.4% | Added |
| InvesTrust | 40,984 | $1.90M | 0.73% | −74,178−64.4% | Reduced |
| Janney Capital Management LLC | 40,993 | $1.90M | 0.12% | +695+1.7% | Added |
| Coppell Advisory Solutions LLC | 40,970 | $1.90M | 0.23% | +40,970 | New |
| Bard Financial Services, Inc. | 41,310 | $1.91M | 0.23% | +245+0.6% | Added |
| KMG Fiduciary Partners, LLC | 41,364 | $1.91M | 0.14% | +1,961+5.0% | Added |
| Merit Financial Group, LLC | 41,435 | $1.92M | 0.02% | −10,166−19.7% | Reduced |
| LaFleur & Godfrey LLC | 41,443 | $1.92M | 0.24% | −2,128−4.9% | Reduced |
| Mechanics Bank Trust Department | 41,574 | $1.92M | 0.28% | −12,952−23.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 41,579 | $1.92M | 0.15% | +2,255+5.7% | Added |
| Everence Capital Management Inc | 41,770 | $1.93M | 0.12% | −16,590−28.4% | Reduced |
| Barbara Oil Co. | 42,000 | $1.94M | 0.76% | 00.0% | Unchanged |
| Legato Capital Management LLC | 42,146 | $1.95M | 0.23% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 42,197 | $1.95M | 0.09% | +42,197 | New |
| Zuckerman Investment Group, LLC | 42,202 | $1.95M | 0.19% | 00.0% | Unchanged |
| Patten & Patten Inc | 42,208 | $1.95M | 0.13% | −26,111−38.2% | Reduced |
| Quest Investment Management LLC | 42,431 | $1.96M | 0.22% | +14,431+51.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 42,467 | $1.97M | 0.70% | −205−0.5% | Reduced |
| Magnetar Financial LLC | 42,521 | $1.97M | 0.01% | +42,521 | New |
| Fifth Third Wealth Advisors LLC | 42,626 | $1.97M | 0.08% | +27,453+180.9% | Added |
| Boyd Watterson Asset Management LLC | 42,865 | $1.98M | 0.62% | −1,055−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 42,998 | $1.99M | 0.13% | +42,998 | New |
| APG Asset Management US Inc. | 41,897 | $1.99M | 0.01% | 00.0% | Unchanged |
| Ossiam | 43,261 | $2.00M | 0.02% | −8,472−16.4% | Reduced |
| Duncker Streett & Co Inc | 43,338 | $2.01M | 0.37% | −1,743−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 43,369 | $2.01M | 0.02% | −1,867−4.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 43,454 | $2.01M | 0.03% | +3,896+9.8% | Added |
| Polar Asset Management Partners Inc. | 43,500 | $2.01M | 0.05% | +6,412+17.3% | Added |
| Pine Valley Investments Ltd Liability Co | 43,652 | $2.02M | 0.12% | +1,241+2.9% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.03M | 0.24% | 00.0% | Unchanged |
| Promethium Advisors,llc | 44,050 | $2.04M | 1.24% | −2,000−4.3% | Reduced |
| D L Carlson Investment Group Inc | 44,126 | $2.04M | 0.37% | +19,363+78.2% | Added |
| Bahl & Gaynor Inc | 44,138 | $2.04M | 0.01% | +85+0.2% | Added |
| Citizens Financial Group Inc | 44,213 | $2.05M | 0.03% | +8,876+25.1% | Added |
| Principal Securities, Inc. | 44,382 | $2.05M | 0.04% | −551−1.2% | Reduced |
| Trust Co of Vermont | 44,871 | $2.08M | 0.10% | +1,023+2.3% | Added |
| J. Safra Sarasin Holding AG | 44,917 | $2.08M | 0.04% | +22,927+104.3% | Added |
| Hilltop Holdings Inc. | 45,073 | $2.09M | 0.13% | −2,776−5.8% | Reduced |
| Frank, Rimerman Advisors LLC | 45,082 | $2.09M | 0.14% | +3,219+7.7% | Added |
| MUFG Securities Americas Inc. | 45,103 | $2.09M | 0.18% | +9,182+25.6% | Added |
| Castle Rock Wealth Management, LLC | 44,559 | $2.09M | 0.49% | +36,576+458.2% | Added |
| Balyasny Asset Management LLC | 45,139 | $2.09M | 0.00% | +45,139 | New |
| Leo Wealth, LLC | 45,232 | $2.09M | 0.16% | +38,286+551.2% | Added |
| Simmons Bank | 45,309 | $2.10M | 0.15% | +2,317+5.4% | Added |
| Montag A & Associates Inc | 45,458 | $2.10M | 0.10% | −71−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 45,679 | $2.11M | 0.29% | +164+0.4% | Added |
| Quadrant Capital Group LLC | 45,686 | $2.11M | 0.08% | +11,146+32.3% | Added |
| Round Hill Asset Management | 45,717 | $2.12M | 1.43% | +30,016+191.2% | Added |
| London Co of Virginia | 45,746 | $2.12M | 0.01% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 46,000 | $2.13M | 0.05% | 00.0% | Unchanged |
| Busey Wealth Management | 46,006 | $2.13M | 0.07% | −168,126−78.5% | Reduced |
| Savvy Advisors, Inc. | 46,410 | $2.15M | 0.14% | +18,835+68.3% | Added |
| Woodstock Corp | 46,416 | $2.15M | 0.20% | −4,500−8.8% | Reduced |
| Trustmark National Bank Trust Department | 46,425 | $2.15M | 0.15% | −32,341−41.1% | Reduced |
| KG&L Capital Management,LLC | 46,651 | $2.16M | 0.64% | +39,136+520.8% | Added |
| Choate Investment Advisors | 46,884 | $2.17M | 0.05% | +1,406+3.1% | Added |
| Parallax Volatility Advisers, L.P. | 47,237 | $2.19M | 0.09% | +47,237 | New |
| Sompo Asset Management Co., Ltd. | 47,304 | $2.19M | 0.38% | −1,390−2.9% | Reduced |
| Gsa Capital Partners LLP | 47,318 | $2.19M | 0.15% | +40,605+604.9% | Added |
| United Community Bank | 47,464 | $2.20M | 0.75% | +31,788+202.8% | Added |
| Mill Capital Management, LLC | 47,468 | $2.20M | 0.17% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 47,473 | $2.20M | 0.05% | +546+1.2% | Added |
| Cohen Klingenstein LLC | 47,559 | $2.20M | 0.07% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 47,718 | $2.21M | 0.33% | −1,600−3.2% | Reduced |
| LMG Wealth Partners, LLC | 47,733 | $2.21M | 0.45% | +991+2.1% | Added |
| Trust Co of Toledo NA | 47,935 | $2.22M | 0.24% | +795+1.7% | Added |
| Brinker Capital Investments, LLC | 47,956 | $2.22M | 0.02% | −1,595−3.2% | Reduced |
| Cypress Capital, LLC | 47,963 | $2.22M | 0.64% | −104−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 48,052 | $2.22M | 0.14% | +409+0.9% | Added |