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
- −159 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
- 309
- 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 |
|---|---|---|---|---|---|
| Kessler Investment Group, LLC | 400 | $18.5K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 400 | $18.5K | 0.00% | +400 | New |
| Financial Freedom, LLC | 400 | $18.5K | 0.01% | +3+0.8% | Added |
| Cape Investment Advisory, Inc. | 410 | $19.0K | 0.01% | −5−1.2% | Reduced |
| SWAN Capital LLC | 414 | $19.2K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 425 | $19.7K | 0.00% | −175−29.2% | Reduced |
| Burkett Financial Services, LLC | 426 | $19.7K | 0.01% | +6+1.4% | Added |
| Painted Porch Advisors LLC | 432 | $20.0K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 438 | $20.3K | 0.01% | +438 | New |
| Meeder Asset Management Inc | 442 | $20.5K | 0.00% | +78+21.4% | Added |
| Dunhill Financial, LLC | 445 | $20.6K | 0.01% | −7−1.5% | Reduced |
| Fourth Dimension Wealth, LLC | 446 | $20.6K | 0.01% | −200−31.0% | Reduced |
| Pinney & Scofield, Inc. | 450 | $20.8K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 468 | $21.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 455 | $21.1K | 0.00% | −165−26.6% | Reduced |
| Godsey & Gibb Associates | 455 | $21.1K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 460 | $21.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 470 | $21.8K | 0.00% | −3,955−89.4% | Reduced |
| Clear Investment Research, LLC | 500 | $23.1K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $23.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $23.1K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 530 | $24.5K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 538 | $24.9K | 0.00% | +538 | New |
| Darwin Advisors, LLC | 544 | $25.2K | 0.01% | −19−3.4% | Reduced |
| Mascoma Wealth Management LLC | 578 | $26.8K | 0.01% | −60−9.4% | Reduced |
| TruNorth Capital Management, LLC | 582 | $26.9K | 0.01% | −1,093−65.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 590 | $27.3K | 0.02% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 600 | $27.8K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 609 | $28.2K | 0.00% | +28+4.8% | Added |
| Rakuten Securities, Inc. | 616 | $28.5K | 0.01% | +70+12.8% | Added |
| Comprehensive Financial Planning, Inc. | 620 | $28.7K | 0.02% | +7+1.1% | Added |
| REAP Financial Group, LLC | 639 | $29.6K | 0.01% | +428+202.8% | Added |
| Goodman Advisory Group, LLC | 647 | $29.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 655 | $30.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 653 | $30.2K | 0.01% | +178+37.5% | Added |
| Westend Capital Management, LLC | 668 | $30.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 652 | $31.0K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 670 | $31.0K | 0.01% | +129+23.8% | Added |
| LGT Financial Advisors LLC | 678 | $31.4K | 0.08% | +121+21.7% | Added |
| ZRC Wealth Management, LLC | 679 | $31.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 682 | $31.6K | 0.01% | −24−3.4% | Reduced |
| Vermillion Wealth Management, Inc. | 686 | $31.8K | 0.02% | −405−37.1% | Reduced |
| Core Alternative Capital | 700 | $32.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 700 | $32.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 704 | $32.6K | 0.02% | +44+6.7% | Added |
| Fairman Group, LLC | 718 | $33.2K | 0.03% | −101−12.3% | Reduced |
| Sierra Ocean, LLC | 725 | $33.6K | 0.02% | −146−16.8% | Reduced |
| Wood Tarver Financial Group, LLC | 751 | $34.0K | 0.01% | +66+9.6% | Added |
| Itau Unibanco Holding S.A. | 755 | $34.9K | 0.00% | −9−1.2% | Reduced |
| Rialto Wealth Management, LLC | 768 | $35.6K | 0.01% | −701−47.7% | Reduced |
| Crowley Wealth Management, Inc. | 776 | $35.9K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 784 | $36.0K | 0.01% | +8+1.0% | Added |
| Blue Bell Private Wealth Management, LLC | 779 | $36.1K | 0.01% | +354+83.3% | Added |
| DHJJ Financial Advisors, Ltd. | 781 | $36.1K | 0.01% | +267+51.9% | Added |
| PrairieView Partners, LLC | 800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 818 | $37.9K | 0.01% | +818 | New |
| Tacita Capital Inc | 819 | $37.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 843 | $39.0K | 0.01% | −1,243−59.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 867 | $40.1K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 864 | $40.2K | 0.01% | +864 | New |
| NewSquare Capital LLC | 884 | $40.9K | 0.00% | −8−0.9% | Reduced |
| Heritage Wealth Advisors | 900 | $41.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 901 | $41.7K | 0.02% | −800−47.0% | Reduced |
| Ramirez Asset Management, Inc. | 916 | $42.4K | 0.01% | −200−17.9% | Reduced |
| Roxbury Financial LLC | 917 | $42.4K | 0.04% | −100−9.8% | Reduced |
| Chesapeake Asset Management LLC | 917 | $42.4K | 0.04% | −15−1.6% | Reduced |
| Talon Private Wealth, LLC | 934 | $43.2K | 0.01% | +934 | New |
| ORG Partners LLC | 927 | $44.1K | 0.01% | +196+26.8% | Added |
| Nexus Investment Management ULC | 953 | $44.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 954 | $44.2K | 0.01% | +2+0.2% | Added |
| Volterra Technologies LP | 959 | $44.4K | 0.06% | +959 | New |
| Strategic Investment Solutions, Inc. | 963 | $44.6K | 0.01% | +11+1.2% | Added |
| Cornerstone Planning Group LLC | 975 | $44.7K | 0.01% | −156−13.8% | Reduced |
| North Capital, Inc. | 987 | $45.7K | 0.04% | −114−10.4% | Reduced |
| SJS Investment Consulting Inc. | 998 | $46.2K | 0.01% | −43−4.1% | Reduced |
| HighMark Wealth Management LLC | 1,000 | $46.3K | 0.02% | −32−3.1% | Reduced |
| Cornerstone National Bank & Trust Co | 1,000 | $46.3K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $46.3K | 0.02% | +700+233.3% | Added |
| Peterson Wealth Services | 1,002 | $46.4K | 0.01% | +23+2.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,013 | $46.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,021 | $47.3K | 0.00% | −1,622−61.4% | Reduced |
| Missouri Trust & Investment Co | 1,030 | $47.7K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,063 | $49.2K | 0.04% | +1,063 | New |
| Financial Perspectives, Inc | 1,066 | $49.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,067 | $49.4K | 0.01% | +14+1.3% | Added |
| Sachetta, LLC | 1,067 | $49.4K | 0.02% | −399−27.2% | Reduced |
| Essex Investment Management Co LLC | 1,120 | $51.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,123 | $52.0K | 0.00% | +237+26.7% | Added |
| Ameriflex Group, Inc. | 1,131 | $52.8K | 0.03% | −8,741−88.5% | Reduced |
| Tradewinds Capital Management, LLC | 1,172 | $54.3K | 0.01% | −106−8.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 1,185 | $54.9K | 0.04% | −124−9.5% | Reduced |
| Essential Partners LLC | 1,188 | $55.0K | 0.02% | +1,188 | New |
| Founders Capital Management | 1,200 | $55.5K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,200 | $55.5K | 0.04% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,200 | $55.5K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $56.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $56.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,273 | $58.0K | 0.01% | −370−22.5% | Reduced |
| Evergreen Private Wealth LLC | 1,268 | $58.7K | 0.02% | 00.0% | Unchanged |