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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 4,910 | $227.3K | 0.09% | −22−0.4% | Reduced |
| Wealth Management Associates, Inc. | 4,927 | $228.1K | 0.09% | +7+0.1% | Added |
| GK Wealth Management LLC | 4,934 | $228.4K | 0.23% | +972+24.5% | Added |
| Selective Wealth Management, Inc. | 4,801 | $228.8K | 0.08% | −800−14.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,957 | $229.5K | 0.11% | −310−5.9% | Reduced |
| Financial Advocates Investment Management | 4,963 | $229.7K | 0.02% | −6,813−57.9% | Reduced |
| Covenant Asset Management, LLC | 4,985 | $230.7K | 0.05% | +33+0.7% | Added |
| Portland Global Advisors LLC | 4,999 | $231.4K | 0.03% | +8+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,000 | $231.4K | 0.01% | −3,658−42.2% | Reduced |
| Harbor Advisors LLC | 5,000 | $231.4K | 0.04% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 5,001 | $231.5K | 0.14% | +5,001 | New |
| Stony Point Wealth Management Inc. | 5,010 | $231.9K | 0.10% | +681+15.7% | Added |
| Financial Advisors Network, Inc. | 5,041 | $233.4K | 0.04% | +359+7.7% | Added |
| Riversedge Advisors, LLC | 5,066 | $234.5K | 0.05% | −369−6.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,090 | $235.6K | 0.03% | −213−4.0% | Reduced |
| Paradigm Capital Management Inc | 5,100 | $236.1K | 0.01% | −5,000−49.5% | Reduced |
| Ellevest, Inc. | 5,106 | $236.4K | 0.04% | −1,337−20.8% | Reduced |
| CWC Advisors, LLC. | 5,106 | $236.4K | 0.12% | +6+0.1% | Added |
| Annex Advisory Services, LLC | 5,109 | $236.5K | 0.01% | −836−14.1% | Reduced |
| American Trust Investment Advisors, LLC | 5,109 | $236.5K | 0.12% | −13,689−72.8% | Reduced |
| Watts Gwilliam & Co., LLC | 5,191 | $236.7K | 0.04% | +95+1.9% | Added |
| Clark Capital Management Group, Inc. | 5,138 | $237.8K | 0.00% | −946,005−99.5% | Reduced |
| PCG Asset Management, LLC | 5,150 | $238.4K | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,156 | $238.7K | 0.05% | +848+19.7% | Added |
| Genesee Capital Advisors, LLC | 5,160 | $238.9K | 0.11% | −381−6.9% | Reduced |
| Satovsky Asset Management LLC | 5,171 | $239.4K | 0.05% | +63+1.2% | Added |
| Armstrong Advisory Group, Inc | 5,181 | $239.8K | 0.02% | −967−15.7% | Reduced |
| Adell Harriman & Carpenter Inc | 5,198 | $240.6K | 0.02% | +23+0.4% | Added |
| Sheets Smith Wealth Management | 5,210 | $241.2K | 0.03% | +10.0% | Added |
| Gitterman Wealth Management, LLC | 5,212 | $241.3K | 0.06% | +46+0.9% | Added |
| One Wealth Advisors, LLC | 5,213 | $241.3K | 0.03% | −1,002−16.1% | Reduced |
| Core Wealth Partners LLC | 5,220 | $241.6K | 0.12% | −425−7.5% | Reduced |
| Childress Capital Advisors, LLC | 5,221 | $241.7K | 0.06% | −608−10.4% | Reduced |
| Aprio Wealth Management, LLC | 5,227 | $242.0K | 0.03% | −4,012−43.4% | Reduced |
| Baker Ellis Asset Management LLC | 5,230 | $242.1K | 0.03% | −500−8.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,247 | $242.9K | 0.02% | −697−11.7% | Reduced |
| Hantz Financial Services, Inc. | 5,259 | $243.0K | 0.00% | +769+17.1% | Added |
| Peddock Capital Advisors, LLC | 5,258 | $243.4K | 0.06% | +20.0% | Added |
| EPG Wealth Management LLC | 5,287 | $244.7K | 0.07% | −30−0.6% | Reduced |
| Westwood Holdings Group Inc. | 5,293 | $245.0K | 0.00% | −36,918−87.5% | Reduced |
| Root Financial Partners, LLC | 5,300 | $245.4K | 0.02% | +5,300 | New |
| Millennium Capital Advisors, LLC | 5,316 | $246.1K | 0.16% | −47−0.9% | Reduced |
| Evoke Wealth, LLC | 5,328 | $246.7K | 0.01% | +130+2.5% | Added |
| Onefund, LLC | 5,330 | $247.0K | 0.18% | −39−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 5,343 | $247.3K | 0.02% | −597−10.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,343 | $247.3K | 0.03% | −4,000−42.8% | Reduced |
| Vista Investment Partners LLC | 5,346 | $247.5K | 0.07% | −56−1.0% | Reduced |
| Thrive Wealth Management, LLC | 5,347 | $247.5K | 0.04% | −528−9.0% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 5,350 | $247.7K | 0.24% | +168+3.2% | Added |
| Ambassador Advisors, LLC | 5,362 | $248.2K | 0.04% | +507+10.4% | Added |
| Gradient Investments LLC | 5,382 | $249.1K | 0.00% | −74−1.4% | Reduced |
| Tyler-Stone Wealth Management | 5,389 | $249.5K | 0.04% | −30−0.6% | Reduced |
| Cravens & Co Advisors, LLC | 5,392 | $249.6K | 0.19% | +88+1.7% | Added |
| Quattro Financial Advisors LLC | 5,400 | $250.0K | 0.09% | −19,600−78.4% | Reduced |
| Novare Capital Management LLC | 5,405 | $250.2K | 0.02% | −845−13.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,405 | $250.2K | 0.11% | +168+3.2% | Added |
| Hudock, Inc. | 5,414 | $250.6K | 0.04% | +7+0.1% | Added |
| PKS Advisory Services, LLC | 5,418 | $250.8K | 0.06% | −339−5.9% | Reduced |
| Northstar Group, Inc. | 5,422 | $251.0K | 0.04% | −217−3.8% | Reduced |
| Birch Hill Investment Advisors LLC | 5,482 | $253.8K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,486 | $253.9K | 0.04% | +272+5.2% | Added |
| Oakworth Capital, Inc. | 5,488 | $254.0K | 0.02% | −611−10.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,496 | $254.4K | 0.05% | −2,432−30.7% | Reduced |
| IVC Wealth Advisors LLC | 5,505 | $254.8K | 0.12% | +738+15.5% | Added |
| Venturi Wealth Management, LLC | 5,507 | $254.9K | 0.01% | −1,121−16.9% | Reduced |
| Fortitude Family Office, LLC | 5,522 | $255.6K | 0.08% | −1,149−17.2% | Reduced |
| Sterneck Capital Management, LLC | 5,522 | $255.6K | 0.13% | 00.0% | Unchanged |
| Maseco LLP | 5,528 | $255.9K | 0.01% | +5,528 | New |
| Bank of Stockton | 5,528 | $255.9K | 0.08% | −250−4.3% | Reduced |
| Syverson Strege & Co | 5,533 | $256.1K | 0.06% | +5,533 | New |
| Moss Adams Wealth Advisors LLC | 5,538 | $256.4K | 0.02% | −954−14.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,550 | $256.9K | 0.04% | +8+0.1% | Added |
| Bridge Creek Capital Management LLC | 5,551 | $256.9K | 0.08% | −300−5.1% | Reduced |
| Patton Albertson Miller Group, LLC | 5,574 | $258.0K | 0.03% | +824+17.3% | Added |
| JB Capital LLC | 5,579 | $258.3K | 0.01% | +393+7.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,582 | $258.4K | 0.10% | +30+0.5% | Added |
| Capital Investment Counsel, Inc | 5,589 | $258.7K | 0.03% | +465+9.1% | Added |
| McAdam, LLC | 5,601 | $259.3K | 0.01% | +63+1.1% | Added |
| Tyche Wealth Partners LLC | 5,618 | $260.1K | 0.05% | −703−11.1% | Reduced |
| William B. Walkup & Associates, Inc. | 5,621 | $260.2K | 0.15% | +685+13.9% | Added |
| Csenge Advisory Group | 5,395 | $260.4K | 0.01% | −3,297−37.9% | Reduced |
| Boltwood Capital Management | 5,640 | $261.1K | 0.07% | +395+7.5% | Added |
| Lyell Wealth Management, LP | 5,645 | $261.3K | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,673 | $262.6K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,695 | $263.6K | 0.09% | +19+0.3% | Added |
| CTC Alternative Strategies, Ltd. | 5,700 | $263.9K | 0.23% | −4,500−44.1% | Reduced |
| Roof Eidam & Maycock | 5,700 | $263.9K | 0.07% | +400+7.5% | Added |
| Tompkins Financial Corp | 5,708 | $264.2K | 0.02% | −3,443−37.6% | Reduced |
| SOA Wealth Advisors, LLC. | 5,722 | $264.9K | 0.05% | +686+13.6% | Added |
| Spirepoint Private Client, LLC | 5,725 | $265.0K | 0.03% | −110−1.9% | Reduced |
| Northwest Bancshares, Inc. | 5,725 | $265.0K | 0.05% | +1,000+21.2% | Added |
| Howe & Rusling Inc | 5,756 | $266.4K | 0.02% | −2,372−29.2% | Reduced |
| Amussen Hunsaker Associates LLC | 5,760 | $266.6K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,761 | $266.7K | 0.02% | +275+5.0% | Added |
| Clearview Wealth Advisors LLC | 5,783 | $267.7K | 0.19% | −37−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,786 | $267.8K | 0.01% | +506+9.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,800 | $268.0K | 0.00% | +5,296+1,050.8% | Added |
| Morse Asset Management, Inc | 5,800 | $268.5K | 0.06% | −12,920−69.0% | Reduced |
| Mirabaud & Cie SA | 5,820 | $269.4K | 0.09% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 5,821 | $269.5K | 0.26% | 00.0% | Unchanged |