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 |
|---|---|---|---|---|---|
| Security National Bank | 1,294 | $59.9K | 0.01% | +87+7.2% | Added |
| Tidemark, LLC | 1,298 | $60.1K | 0.02% | −117−8.3% | Reduced |
| Alerus Financial NA | 1,300 | $60.2K | 0.00% | +1,300 | New |
| Canton Hathaway, LLC | 1,320 | $61.0K | 0.01% | +50+3.9% | Added |
| Costello Asset Management, INC | 1,334 | $61.7K | 0.02% | +1+0.1% | Added |
| Tortoise Investment Management, LLC | 1,339 | $62.0K | 0.01% | +63+4.9% | Added |
| Nalls Sherbakoff Group, LLC | 1,341 | $62.1K | 0.05% | +400+42.5% | Added |
| Vision Financial Markets LLC | 1,349 | $62.4K | 0.06% | +4+0.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $63.9K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,386 | $64.0K | 0.02% | −33−2.3% | Reduced |
| AllSquare Wealth Management LLC | 1,400 | $64.8K | 0.04% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,436 | $66.5K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,689 | $66.6K | 0.00% | +426+33.7% | Added |
| Proffitt & Goodson Inc | 1,458 | $67.5K | 0.01% | +1,458 | New |
| FSA Wealth Management LLC | 1,485 | $68.7K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,490 | $69.0K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,491 | $69.0K | 0.04% | −58−3.7% | Reduced |
| Hopwood Financial Services, Inc. | 1,500 | $69.4K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,504 | $69.6K | 0.01% | −503−25.1% | Reduced |
| High Note Wealth, LLC | 1,505 | $69.7K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,536 | $71.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,540 | $71.3K | 0.01% | +15+1.0% | Added |
| Orion Capital Management LLC | 1,550 | $71.8K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,556 | $72.1K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,520 | $72.2K | 0.02% | −9,852−86.6% | Reduced |
| MB, Levis & Associates, LLC | 1,581 | $73.2K | 0.03% | +395+33.3% | Added |
| Garde Capital, Inc. | 1,587 | $73.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,610 | $74.0K | 0.03% | −1,500−48.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,603 | $74.2K | 0.02% | −703−30.5% | Reduced |
| N.E.W. Advisory Services LLC | 1,613 | $74.7K | 0.01% | −248−13.3% | Reduced |
| Salomon & Ludwin, LLC | 1,598 | $76.1K | 0.01% | +183+12.9% | Added |
| Investment Research & Advisory Group, Inc. | 1,650 | $76.4K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,682 | $78.0K | 0.00% | +514+44.0% | Added |
| Hughes Financial Services, LLC | 1,764 | $79.1K | 0.01% | −224−11.3% | Reduced |
| WPG Advisers, LLC | 1,727 | $79.9K | 0.07% | +624+56.6% | Added |
| Raffa Wealth Management, LLC | 1,728 | $80.0K | 0.02% | +717+70.9% | Added |
| Cranbrook Wealth Management, LLC | 1,746 | $80.8K | 0.02% | −77−4.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,749 | $80.9K | 0.04% | −163−8.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,796 | $83.1K | 0.01% | +114+6.8% | Added |
| Binnacle Investments Inc | 1,801 | $83.4K | 0.05% | +262+17.0% | Added |
| VSM Wealth Advisory, LLC | 1,816 | $84.1K | 0.03% | +431+31.1% | Added |
| Abound Wealth Management | 1,829 | $84.7K | 0.02% | +1,524+499.7% | Added |
| Horizon Bancorp Inc | 1,844 | $85.0K | 0.04% | −60−3.2% | Reduced |
| Bell Investment Advisors, Inc | 1,845 | $85.4K | 0.01% | +1,321+252.1% | Added |
| Avalon Trust Co | 1,846 | $85.5K | 0.01% | −651−26.1% | Reduced |
| Pittenger & Anderson Inc | 1,849 | $85.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,850 | $85.6K | 0.02% | −350−15.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,868 | $86.5K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,869 | $86.5K | 0.01% | +256+15.9% | Added |
| First Command Advisory Services, Inc. | 1,914 | $88.6K | 0.00% | −631−24.8% | Reduced |
| Quaker Wealth Management, LLC | 1,914 | $88.6K | 0.03% | +1,914 | New |
| Rise Advisors, LLC | 1,915 | $88.7K | 0.04% | −608−24.1% | Reduced |
| Coston, McIsaac & Partners | 1,926 | $89.0K | 0.02% | +10+0.5% | Added |
| HHM Wealth Advisors, LLC | 1,944 | $90.0K | 0.01% | −667−25.5% | Reduced |
| Banque Transatlantique SA | 1,970 | $91.3K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2,000 | $92.6K | 0.11% | 00.0% | Unchanged |
| Lipe & Dalton | 2,020 | $94.0K | 0.05% | −54,979−96.5% | Reduced |
| Groupe la Francaise | 2,059 | $94.9K | 0.00% | +1,970+2,213.5% | Added |
| Centricity Wealth Management, LLC | 2,056 | $95.2K | 0.08% | +8+0.4% | Added |
| JFS Wealth Advisors, LLC | 2,121 | $98.2K | 0.01% | −1,502−41.5% | Reduced |
| Byrne Asset Management LLC | 2,148 | $99.4K | 0.07% | +899+72.0% | Added |
| S&T Bank | 2,230 | $103.2K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,230 | $103.2K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,422 | $106.4K | 0.08% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 2,312 | $107.0K | 0.08% | +1,732+298.6% | Added |
| Winnow Wealth LLC | 2,312 | $107.0K | 0.08% | +2,247+3,456.9% | Added |
| American National Bank | 2,317 | $107.3K | 0.01% | +342+17.3% | Added |
| McIlrath & Eck, LLC | 2,331 | $107.9K | 0.01% | +868+59.3% | Added |
| West Branch Capital LLC | 2,363 | $109.4K | 0.03% | −500−17.5% | Reduced |
| American Capital Advisory, LLC | 2,372 | $109.8K | 0.05% | +19+0.8% | Added |
| Financial Network Wealth Advisors LLC | 2,377 | $110.0K | 0.13% | 00.0% | Unchanged |
| Advantage Trust Co | 2,393 | $110.8K | 0.05% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2,417 | $111.9K | 0.07% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 2,436 | $112.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,523 | $116.8K | 0.01% | +1,401+124.9% | Added |
| Rossby Financial, LCC | 2,560 | $118.5K | 0.04% | +521+25.6% | Added |
| Hara Capital LLC | 2,561 | $118.5K | 0.07% | −5,806−69.4% | Reduced |
| Creative Capital Management Investments LLC | 2,588 | $119.8K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,599 | $120.3K | 0.01% | −3,751−59.1% | Reduced |
| HFM Investment Advisors, LLC | 2,633 | $121.9K | 0.05% | +55+2.1% | Added |
| TFC Financial Management | 2,670 | $123.6K | 0.02% | −15−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 2,724 | $126.1K | 0.07% | −22−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,725 | $126.1K | 0.04% | +479+21.3% | Added |
| Pacific Center for Financial Services | 2,757 | $127.6K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,760 | $127.8K | 0.05% | −29,698−91.5% | Reduced |
| Pinnacle Bancorp, Inc. | 2,789 | $129.1K | 0.04% | −100−3.5% | Reduced |
| Sherman Asset Management, Inc. | 2,849 | $131.9K | 0.12% | 00.0% | Unchanged |
| Clean Yield Group | 2,921 | $135.2K | 0.04% | −26−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,935 | $136.0K | 0.02% | −230−7.3% | Reduced |
| Beacon Capital Management, LLC | 3,073 | $142.3K | 0.02% | +150+5.1% | Added |
| BOK Financial Private Wealth, Inc. | 3,083 | $142.7K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,113 | $145.0K | 0.00% | +3,113 | New |
| Bruce G. Allen Investments, LLC | 3,172 | $146.8K | 0.11% | −261−7.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,200 | $148.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 3,274 | $152.0K | 0.04% | −805−19.7% | Reduced |
| Medallion Wealth Advisors, LLC | 3,237 | $152.5K | 0.06% | +11+0.3% | Added |
| Atlantic Trust, LLC | 3,311 | $153.3K | 0.03% | +593+21.8% | Added |
| Riverview Trust Co | 3,338 | $154.5K | 0.19% | −497−13.0% | Reduced |
| Hendershot Investments Inc. | 3,364 | $155.7K | 0.02% | −1,000−22.9% | Reduced |
| Boreal Capital Management LLC | 3,385 | $156.7K | 0.13% | +3,385 | New |