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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 65,931 | $3.05M | 0.20% | −3,989−5.7% | Reduced |
| Whittier Trust Co | 66,020 | $3.06M | 0.04% | −5,251−7.4% | Reduced |
| Boston Private Wealth LLC | 66,361 | $3.07M | 0.16% | +66,361 | New |
| Jacobi Capital Management LLC | 66,439 | $3.08M | 0.20% | +1,826+2.8% | Added |
| Benedict Financial Advisors Inc | 66,577 | $3.08M | 0.70% | +100.0% | Added |
| Richard Bernstein Advisors LLC | 66,813 | $3.09M | 0.08% | −8,717−11.5% | Reduced |
| HB Wealth Management, LLC | 68,190 | $3.16M | 0.03% | −21,852−24.3% | Reduced |
| Argyle Capital Management Inc. | 68,852 | $3.19M | 1.16% | +105+0.2% | Added |
| Dark Forest Capital Management LP | 69,132 | $3.20M | 0.13% | +59,260+600.3% | Added |
| Castleview Partners, LLC | 69,470 | $3.22M | 2.07% | +1,574+2.3% | Added |
| J.W. Cole Advisors, Inc. | 70,431 | $3.26M | 0.07% | +8,580+13.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 71,001 | $3.29M | 0.17% | +1,902+2.8% | Added |
| Hillman Capital Management, Inc. | 71,815 | $3.32M | 1.81% | +6,796+10.5% | Added |
| Griffin Asset Management, Inc. | 71,867 | $3.33M | 0.39% | −306−0.4% | Reduced |
| Adviser Investments LLC | 72,161 | $3.34M | 0.04% | +15,454+27.3% | Added |
| Romano Brothers and Company | 72,207 | $3.34M | 0.41% | −1,840−2.5% | Reduced |
| Partners Capital Investment Group, LLP | 72,210 | $3.34M | 0.13% | −95,209−56.9% | Reduced |
| Belpointe Asset Management LLC | 72,415 | $3.35M | 0.14% | −24,163−25.0% | Reduced |
| Jefferies Financial Group Inc. | 72,433 | $3.35M | 0.06% | +22,282+44.4% | Added |
| Integrated Wealth Concepts LLC | 72,476 | $3.35M | 0.03% | +9,513+15.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 72,779 | $3.37M | 0.08% | −2,067−2.8% | Reduced |
| Empirical Finance, LLC | 73,052 | $3.38M | 0.18% | +440+0.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 73,477 | $3.40M | 1.62% | +6,608+9.9% | Added |
| Tufton Capital Management | 73,506 | $3.40M | 0.65% | −4,575−5.9% | Reduced |
| Sigma Planning Corp | 73,498 | $3.40M | 0.10% | +6,879+10.3% | Added |
| Delta Asset Management LLC | 73,643 | $3.41M | 0.30% | −1,881−2.5% | Reduced |
| Independent Advisor Alliance | 73,685 | $3.41M | 0.10% | −2,388−3.1% | Reduced |
| Cypress Capital Group | 73,839 | $3.42M | 0.43% | +1,570+2.2% | Added |
| Capstone Investment Advisors, LLC | 73,888 | $3.42M | 0.03% | +73,888 | New |
| Moors & Cabot, Inc. | 73,949 | $3.42M | 0.16% | −3,634−4.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 74,066 | $3.43M | 1.29% | +4,260+6.1% | Added |
| Quilter Plc | 74,533 | $3.45M | 0.06% | −8,730−10.5% | Reduced |
| Strategic Planning, Inc. | 74,765 | $3.46M | 2.07% | −693−0.9% | Reduced |
| Ar Asset Management Inc | 74,774 | $3.46M | 0.77% | +15,000+25.1% | Added |
| Versant Capital Management, Inc | 74,883 | $3.47M | 0.53% | −6,465−7.9% | Reduced |
| Providence Capital Advisors, LLC | 74,887 | $3.47M | 0.64% | +21,675+40.7% | Added |
| Catherine Avery Investment Management LLC | 74,981 | $3.47M | 2.64% | +8,713+13.1% | Added |
| Fred Alger Management, LLC | 75,466 | $3.49M | 0.02% | +647+0.9% | Added |
| Next Level Private LLC | 75,599 | $3.50M | 1.14% | +2,365+3.2% | Added |
| Signature Wealth Management Group | 75,650 | $3.50M | 1.38% | +488+0.6% | Added |
| Siemens Fonds Invest GmbH | 75,814 | $3.51M | 0.21% | +4,230+5.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 75,919 | $3.51M | 0.10% | +47,189+164.2% | Added |
| Tema ETFs LLC | 76,241 | $3.53M | 0.94% | +1,191+1.6% | Added |
| Convergence Investment Partners, LLC | 76,268 | $3.53M | 0.90% | −340.0% | Reduced |
| Vise Technologies, Inc. | 76,452 | $3.54M | 0.15% | +76,452 | New |
| Lido Advisors, LLC | 76,567 | $3.54M | 0.02% | −38,770−33.6% | Reduced |
| Fagan Associates, Inc. | 77,259 | $3.58M | 0.55% | +24,737+47.1% | Added |
| Brown Brothers Harriman & Co | 77,687 | $3.60M | 0.02% | +4,881+6.7% | Added |
| Summit Financial, LLC | 77,699 | $3.60M | 0.08% | +58,818+311.5% | Added |
| Hamilton Wealth, LLC | 77,827 | $3.60M | 0.81% | +2,825+3.8% | Added |
| Parsons Capital Management Inc | 78,105 | $3.62M | 0.22% | +224+0.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 78,178 | $3.62M | 0.19% | +2,568+3.4% | Added |
| Daymark Wealth Partners, LLC | 78,448 | $3.63M | 0.14% | +763+1.0% | Added |
| Massachusetts Financial Services Co | 78,895 | $3.65M | 0.00% | +41,212+109.4% | Added |
| Rodgers Brothers Inc. | 79,064 | $3.66M | 0.46% | +120.0% | Added |
| Naples Global Advisors, LLC | 79,513 | $3.68M | 0.32% | −1,330−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 80,185 | $3.71M | 0.13% | +2,727+3.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 81,051 | $3.75M | 0.39% | +81,051 | New |
| Hikari Tsushin, Inc. | 81,141 | $3.76M | 0.26% | 00.0% | Unchanged |
| Tobam | 81,488 | $3.77M | 1.47% | +16,626+25.6% | Added |
| Promethos Capital, LLC | 81,579 | $3.78M | 1.27% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 81,580 | $3.78M | 0.44% | −9,916−10.8% | Reduced |
| Avaii Wealth Management, LLC | 81,721 | $3.78M | 1.68% | +3,124+4.0% | Added |
| Plato Investment Management Ltd | 82,194 | $3.79M | 0.28% | +3,589+4.6% | Added |
| Radnor Capital Management, LLC | 81,941 | $3.79M | 0.61% | +1,150+1.4% | Added |
| Te Ahumairangi Investment Management Ltd | 83,227 | $3.85M | 0.69% | +24,730+42.3% | Added |
| Osborne Partners Capital Management, LLC | 83,290 | $3.86M | 0.21% | −700−0.8% | Reduced |
| Searle & Co. | 84,360 | $3.91M | 1.10% | −150−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 84,452 | $3.91M | 0.08% | +7,578+9.9% | Added |
| Hamilton Capital Partners Inc. | 84,675 | $3.92M | 0.20% | +19,119+29.2% | Added |
| Stock Yards Bank & Trust Co | 84,712 | $3.92M | 0.13% | −3,027−3.5% | Reduced |
| J. Goldman & Co LP | 85,205 | $3.94M | 0.12% | +85,205 | New |
| Sage Capital Advisors,llc | 85,234 | $3.95M | 0.97% | +32,181+60.7% | Added |
| HM Payson & Co | 85,551 | $3.96M | 0.06% | −7,163−7.7% | Reduced |
| Associated Banc-Corp | 86,163 | $3.99M | 0.11% | −21,889−20.3% | Reduced |
| Shell Asset Management Co | 86,338 | $4.00M | 0.14% | +23,772+38.0% | Added |
| Coho Partners, Ltd. | 86,588 | $4.01M | 0.30% | +15,785+22.3% | Added |
| Edgar Lomax Co | 86,590 | $4.01M | 0.25% | −1,370−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 87,895 | $4.07M | 0.09% | −330.0% | Reduced |
| EP Wealth Advisors, LLC | 88,549 | $4.10M | 0.03% | +34,221+63.0% | Added |
| Thor Investment Management Inc | 88,840 | $4.11M | 2.79% | +1,814+2.1% | Added |
| Hudson Capital Management LLC | 88,864 | $4.11M | 1.17% | +2,551+3.0% | Added |
| Aaron Wealth Advisors | 89,229 | $4.13M | 0.42% | −1,706−1.9% | Reduced |
| First Citizens Bank & Trust Co | 89,524 | $4.14M | 0.08% | −19,409−17.8% | Reduced |
| Arrow Capital Pty Ltd | 58,822 | $4.16M | 2.01% | +58,822 | New |
| Wright Investors Service Inc | 89,819 | $4.16M | 1.26% | +407+0.5% | Added |
| Apollon Wealth Management, LLC | 89,849 | $4.16M | 0.08% | +799+0.9% | Added |
| Steel Peak Wealth Management LLC | 91,354 | $4.23M | 0.16% | −82,310−47.4% | Reduced |
| 1832 Asset Management L.P. | 91,645 | $4.24M | 0.01% | +91,645 | New |
| Geneos Wealth Management Inc. | 92,231 | $4.27M | 0.10% | +9,477+11.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 92,576 | $4.29M | 1.07% | −27,744−23.1% | Reduced |
| Mutual Advisors, LLC | 88,992 | $4.31M | 0.11% | +20,095+29.2% | Added |
| River Road Asset Management, LLC | 100,291 | $4.34M | 0.06% | −67,650−40.3% | Reduced |
| Sterling Capital Management LLC | 94,480 | $4.37M | 0.06% | +27,610+41.3% | Added |
| Allianz SE | 94,623 | $4.38M | 0.10% | −5,501−5.5% | Reduced |
| New Mexico Educational Retirement Board | 94,734 | $4.38M | 0.14% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 95,110 | $4.40M | 0.39% | 00.0% | Unchanged |
| Arlington Partners LLC | 95,329 | $4.41M | 1.63% | +14,532+18.0% | Added |
| Cary Street Partners Financial LLC | 95,359 | $4.41M | 0.12% | +2,193+2.4% | Added |
| Wealthedge Investment Advisors, LLC | 96,686 | $4.48M | 1.87% | +96,686 | New |