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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 3,470 | $160.6K | 0.06% | −6,230−64.2% | Reduced |
| LRI Investments, LLC | 3,497 | $161.9K | 0.01% | −2,130−37.9% | Reduced |
| Golden State Wealth Management, LLC | 3,519 | $162.9K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,531 | $163.4K | 0.01% | −35−1.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,547 | $164.2K | 0.01% | −4,750−57.2% | Reduced |
| Covestor Ltd | 3,620 | $167.0K | 0.10% | −486−11.8% | Reduced |
| Bogart Wealth, LLC | 3,611 | $167.2K | 0.01% | −401−10.0% | Reduced |
| S.A. Mason LLC | 3,611 | $167.2K | 0.08% | −498−12.1% | Reduced |
| Slocum, Gordon & Co LLP | 3,646 | $168.8K | 0.14% | −1,000−21.5% | Reduced |
| Motco | 3,990 | $172.8K | 0.02% | −140−3.4% | Reduced |
| Addison Advisors LLC | 3,740 | $173.1K | 0.04% | −265−6.6% | Reduced |
| Rosenberg Matthew Hamilton | 3,799 | $175.9K | 0.04% | +2,153+130.8% | Added |
| Strategic Wealth Partners, Ltd. | 3,824 | $177.0K | 0.01% | +3,824 | New |
| Bullock Wealth Management Group | 3,793 | $180.2K | 0.10% | −51−1.3% | Reduced |
| Cheviot Value Management, LLC | 4,125 | $189.5K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 4,158 | $192.5K | 0.13% | −5,950−58.9% | Reduced |
| Colonial Trust Advisors | 4,161 | $192.6K | 0.02% | −300−6.7% | Reduced |
| Curat Global, LLC | 4,228 | $195.7K | 0.19% | +774+22.4% | Added |
| Grandview Asset Management LLC | 4,319 | $200.0K | 0.06% | −562−11.5% | Reduced |
| Ellis Investment Partners, LLC | 4,321 | $200.0K | 0.04% | −919−17.5% | Reduced |
| Davis R M Inc | 4,326 | $200.3K | 0.00% | −3,178−42.4% | Reduced |
| Hourglass Capital, LLC | 4,330 | $200.4K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,331 | $200.5K | 0.02% | −1,016−19.0% | Reduced |
| Wall Street Access Asset Management, LLC | 4,360 | $201.8K | 0.07% | +800+22.5% | Added |
| Bayesian Capital Management, LP | 4,373 | $202.4K | 0.03% | +4,373 | New |
| Sage Rhino Capital LLC | 4,375 | $202.5K | 0.04% | −149−3.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,377 | $202.6K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,388 | $203.1K | 0.07% | +4,388 | New |
| Lakeside Advisors, INC. | 4,399 | $203.6K | 0.13% | +3+0.1% | Added |
| Brave Asset Management Inc | 4,400 | $203.7K | 0.06% | −1,250−22.1% | Reduced |
| Mattern Wealth Management LLC | 4,400 | $203.7K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,402 | $203.8K | 0.02% | −209−4.5% | Reduced |
| Harvey Investment Co LLC | 4,405 | $204.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 4,419 | $204.5K | 0.17% | −265−5.7% | Reduced |
| Crescent Grove Advisors, LLC | 4,430 | $205.1K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,435 | $205.3K | 0.03% | +174+4.1% | Added |
| ETF Store, Inc. | 4,435 | $205.3K | 0.24% | +71+1.6% | Added |
| AlTi Global, Inc. | 4,420 | $205.3K | 0.01% | +482+12.2% | Added |
| IMS Capital Management | 4,452 | $206.1K | 0.10% | −292−6.2% | Reduced |
| TFR Capital, LLC. | 4,473 | $207.1K | 0.07% | +4,473 | New |
| VestGen Advisors, LLC | 4,474 | $207.1K | 0.01% | +706+18.7% | Added |
| Arbor Investment Advisors, LLC | 4,483 | $207.5K | 0.03% | +14+0.3% | Added |
| Magnolia Capital Advisors LLC | 4,491 | $207.9K | 0.05% | +514+12.9% | Added |
| Spirit of America Management Corp | 4,500 | $208.3K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,500 | $208.3K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,500 | $208.3K | 0.02% | +341+8.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,515 | $209.0K | 0.10% | −296−6.2% | Reduced |
| Nilsine Partners, LLC | 4,524 | $209.4K | 0.02% | −1,227−21.3% | Reduced |
| Two Sigma Securities, LLC | 4,536 | $210.0K | 0.03% | +4,536 | New |
| Lavaca Capital LLC | 4,545 | $210.4K | 0.09% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,553 | $210.7K | 0.02% | −291−6.0% | Reduced |
| Transatlantique Private Wealth LLC | 4,555 | $210.9K | 0.08% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,557 | $210.9K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4,577 | $211.9K | 0.10% | −95−2.0% | Reduced |
| Burt Wealth Advisors | 4,580 | $212.0K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,592 | $212.6K | 0.03% | −61−1.3% | Reduced |
| Hickory Point Bank & Trust | 4,595 | $212.7K | 0.17% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 4,598 | $212.8K | 0.05% | +4,598 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $212.9K | 0.11% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4,613 | $213.6K | 0.04% | −2,385−34.1% | Reduced |
| Moment Partners, LLC | 4,633 | $214.5K | 0.04% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4,935 | $214.6K | 0.17% | −503−9.2% | Reduced |
| Trilogy Capital Inc. | 4,638 | $214.7K | 0.01% | −740−13.8% | Reduced |
| Guerra Pan Advisors, LLC | 4,654 | $215.4K | 0.14% | −70−1.5% | Reduced |
| Ironwood Investment Counsel, LLC | 4,667 | $216.0K | 0.03% | +96+2.1% | Added |
| Mirova | 4,675 | $216.4K | 0.03% | −10,130−68.4% | Reduced |
| Secured Retirement Advisors, LLC | 4,679 | $216.6K | 0.13% | +732+18.5% | Added |
| Capula Management Ltd | 4,682 | $216.7K | 0.00% | +2,373+102.8% | Added |
| WSFS Capital Management, LLC | 4,685 | $216.9K | 0.01% | −2,969−38.8% | Reduced |
| B&L Asset Management LLC | 4,696 | $217.4K | 0.12% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 4,710 | $218.0K | 0.06% | +1,371+41.1% | Added |
| Camelot Portfolios, LLC | 4,713 | $218.1K | 0.13% | −23−0.5% | Reduced |
| HBW Advisory Services LLC | 4,715 | $218.3K | 0.03% | +407+9.4% | Added |
| Chesley Taft & Associates LLC | 4,720 | $218.5K | 0.01% | −31−0.7% | Reduced |
| Matrix Asset Advisors Inc | 4,729 | $218.9K | 0.02% | +637+15.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,729 | $218.9K | 0.04% | −300−6.0% | Reduced |
| Charles Schwab Trust Co | 4,735 | $219.2K | 0.02% | +69+1.5% | Added |
| Financial Security Advisor, Inc. | 4,741 | $219.5K | 0.05% | +335+7.6% | Added |
| Kidder Stephen W | 4,750 | $219.9K | 0.07% | +150+3.3% | Added |
| Baker Avenue Asset Management, LP | 4,752 | $219.9K | 0.01% | +1,232+35.0% | Added |
| Kavar Capital Partners Group, LLC | 4,763 | $220.5K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,765 | $220.6K | 0.00% | +4,765 | New |
| Allegiance Financial Group Advisory Services LLC | 4,783 | $221.4K | 0.06% | −394−7.6% | Reduced |
| Innova Wealth Partners | 4,794 | $221.9K | 0.13% | +4,794 | New |
| Union Bancaire Privee, UBP SA | 5,643 | $222.1K | 0.00% | 00.0% | Unchanged |
| LCNB Corp | 4,800 | $222.2K | 0.08% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 4,806 | $222.5K | 0.08% | 00.0% | Unchanged |
| Gould Asset Management LLC | 4,807 | $222.5K | 0.04% | −940−16.4% | Reduced |
| Focus Financial Network, Inc. | 4,815 | $222.9K | 0.01% | +747+18.4% | Added |
| Mosaic Family Wealth Partners, LLC | 4,817 | $223.0K | 0.03% | −62−1.3% | Reduced |
| Peoples Bank | 4,819 | $223.1K | 0.14% | −600−11.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,820 | $223.1K | 0.05% | −23−0.5% | Reduced |
| Saranac Partners Ltd | 4,830 | $223.6K | 0.12% | −871−15.3% | Reduced |
| Oxford Financial Group Ltd | 4,836 | $223.9K | 0.01% | −89−1.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,863 | $225.1K | 0.03% | −658−11.9% | Reduced |
| Tradition Wealth Management, LLC | 4,867 | $225.3K | 0.02% | +331+7.3% | Added |
| First United Bank Trust | 4,871 | $225.5K | 0.08% | −920−15.9% | Reduced |
| Washington Trust Advisors, Inc. | 4,875 | $225.7K | 0.02% | +400+8.9% | Added |
| Successful Portfolios LLC | 4,887 | $226.2K | 0.14% | −72−1.5% | Reduced |
| Twin Lakes Capital Management, LLC | 4,908 | $227.2K | 0.14% | −39−0.8% | Reduced |