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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 6,656 | $308.1K | 0.19% | −49−0.7% | Reduced |
| Summit Asset Management, LLC | 6,660 | $308.3K | 0.05% | −3,035−31.3% | Reduced |
| Boston Research & Management Inc | 6,660 | $308.3K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 6,664 | $308.5K | 0.16% | −1,032−13.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 7,144 | $309.4K | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 6,689 | $309.6K | 0.02% | +61+0.9% | Added |
| Wilkins Investment Counsel Inc | 6,700 | $310.1K | 0.04% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 6,716 | $310.9K | 0.15% | −18−0.3% | Reduced |
| Burford Brothers, Inc. | 6,731 | $311.6K | 0.14% | +5+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 6,750 | $312.5K | 0.31% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,766 | $313.2K | 0.14% | +776+13.0% | Added |
| L.M. Kohn & Company | 6,771 | $313.4K | 0.08% | −594−8.1% | Reduced |
| Keystone Financial Group | 6,804 | $314.9K | 0.03% | +1,751+34.7% | Added |
| Valley Brook Capital Group | 6,820 | $315.7K | 0.24% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 6,738 | $315.7K | 0.02% | −1,230−15.4% | Reduced |
| Wealth Advisory Solutions, LLC | 6,823 | $315.8K | 0.08% | +100+1.5% | Added |
| Empower Advisory Group, LLC | 6,840 | $316.6K | 0.00% | −1,528−18.3% | Reduced |
| RiverFront Investment Group, LLC | 6,853 | $317.2K | 0.01% | +1,650+31.7% | Added |
| Causey Wealth LLC | 6,855 | $317.3K | 0.16% | −79−1.1% | Reduced |
| McDonald Partners LLC | 6,873 | $318.2K | 0.08% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,887 | $318.8K | 0.00% | +2,650+62.5% | Added |
| Cross Staff Investments Inc | 6,888 | $318.8K | 0.24% | −90−1.3% | Reduced |
| Vista Private Wealth Partners. LLC | 6,900 | $319.4K | 0.10% | +750+12.2% | Added |
| Chapman Financial Group, LLC | 6,937 | $321.1K | 0.27% | +6,937 | New |
| SCS Capital Management LLC | 6,971 | $322.7K | 0.00% | −1,087−13.5% | Reduced |
| LBMC Investment Advisors, LLC | 6,980 | $323.1K | 0.02% | −900−11.4% | Reduced |
| Fort Point Capital Partners LLC | 6,985 | $323.3K | 0.03% | −566−7.5% | Reduced |
| Commonwealth Financial Services, LLC | 6,999 | $324.0K | 0.06% | −73−1.0% | Reduced |
| Advisors Management Group Inc | 7,010 | $324.0K | 0.06% | +25+0.4% | Added |
| Albert D Mason Inc | 7,023 | $325.1K | 0.24% | +60+0.9% | Added |
| One Charles Private Wealth Services, LLC | 7,033 | $325.5K | 0.09% | −142−2.0% | Reduced |
| Bank of New Hampshire | 7,042 | $326.0K | 0.08% | −255−3.5% | Reduced |
| Asset Dedication, LLC | 7,053 | $326.5K | 0.02% | +441+6.7% | Added |
| BCS Wealth Management | 7,056 | $327.0K | 0.07% | +1,230+21.1% | Added |
| Atalanta Sosnoff Capital, LLC | 7,093 | $328.3K | 0.01% | +301+4.4% | Added |
| Apexium Financial, LP | 7,099 | $328.6K | 0.02% | −1,959−21.6% | Reduced |
| Ariadne Wealth Management, LP | 6,872 | $328.8K | 0.16% | +1,858+37.1% | Added |
| Evermay Wealth Management LLC | 7,128 | $330.0K | 0.04% | +2,308+47.9% | Added |
| Inscription Capital, LLC | 7,146 | $330.8K | 0.05% | −2,934−29.1% | Reduced |
| Fiducient Advisors LLC | 7,147 | $330.9K | 0.04% | −3,914−35.4% | Reduced |
| Laurel Wealth Advisors LLC | 7,150 | $331.0K | 0.05% | −300−4.0% | Reduced |
| Natural Investments, LLC | 7,154 | $331.0K | 0.09% | +203+2.9% | Added |
| Accurate Wealth Management, LLC | 6,828 | $331.3K | 0.05% | +505+8.0% | Added |
| Duncan Williams Asset Management, LLC | 7,157 | $331.3K | 0.10% | −113−1.6% | Reduced |
| Symphony Financial, Ltd. Co. | 6,803 | $331.7K | 0.04% | +6,803 | New |
| Kapstone Financial Advisors LLC | 7,171 | $332.0K | 0.17% | −302−4.0% | Reduced |
| DGS Capital Management, LLC | 7,182 | $332.5K | 0.07% | +7,182 | New |
| Tweedy, Browne Co LLC | 7,184 | $332.5K | 0.03% | +7,184 | New |
| New South Capital Management Inc | 7,189 | $332.8K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,206 | $333.5K | 0.02% | −1,841−20.3% | Reduced |
| Flagship Wealth Advisors, LLC | 7,207 | $333.6K | 0.13% | +11+0.2% | Added |
| BSW Wealth Partners | 7,210 | $333.8K | 0.05% | −1,130−13.5% | Reduced |
| Becker Capital Management Inc | 7,212 | $333.8K | 0.01% | +300+4.3% | Added |
| Blue Fin Capital, Inc. | 7,213 | $333.9K | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 7,234 | $334.9K | 0.02% | +102+1.4% | Added |
| Chesapeake Wealth Management | 7,250 | $335.6K | 0.11% | −275−3.7% | Reduced |
| Caliber Wealth Management, LLC | 7,257 | $335.9K | 0.04% | +3,549+95.7% | Added |
| King Wealth | 7,256 | $336.0K | 0.05% | +57+0.8% | Added |
| CoreFirst Bank & Trust | 7,267 | $336.4K | 0.19% | +610+9.2% | Added |
| Horan Securities, Inc. | 7,277 | $336.8K | 0.12% | +64+0.9% | Added |
| Coastal Bridge Advisors, LLC | 7,296 | $337.7K | 0.03% | −3,970−35.2% | Reduced |
| Enterprise Financial Services Corp | 7,314 | $338.6K | 0.18% | −872−10.7% | Reduced |
| Keel Point, LLC | 7,326 | $339.1K | 0.02% | +526+7.7% | Added |
| Parvin Asset Management, LLC | 7,335 | $339.5K | 0.35% | −100−1.3% | Reduced |
| Trace Wealth Advisors, LLC | 7,343 | $339.9K | 0.28% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 7,348 | $340.1K | 0.13% | −558−7.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 7,348 | $340.2K | 0.16% | +4+0.1% | Added |
| Fiduciary Financial Group, LLC | 7,191 | $341.6K | 0.06% | +2,688+59.7% | Added |
| EverSource Wealth Advisors, LLC | 7,431 | $344.0K | 0.02% | +292+4.1% | Added |
| MKT Advisors LLC | 7,265 | $345.2K | 0.14% | −716−9.0% | Reduced |
| Sivia Capital Partners, LLC | 7,477 | $346.1K | 0.12% | +2,786+59.4% | Added |
| GHP Investment Advisors, Inc. | 7,482 | $346.3K | 0.02% | +1,149+18.1% | Added |
| Kentucky Trust Co | 7,505 | $347.4K | 0.20% | +200+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 7,530 | $348.5K | 0.10% | −1,811−19.4% | Reduced |
| Advisor OS, LLC | 7,531 | $348.6K | 0.03% | +1,537+25.6% | Added |
| Prairie Sky Financial Group LLC | 7,546 | $349.3K | 0.19% | 00.0% | Unchanged |
| Traub Capital Management LLC | 7,554 | $349.7K | 0.32% | +7,554 | New |
| Unified Investment Management | 7,570 | $350.4K | 0.38% | −541−6.7% | Reduced |
| MCF Advisors LLC | 7,583 | $351.0K | 0.02% | +474+6.7% | Added |
| Atlas Capital Advisors LLC | 7,584 | $351.1K | 0.04% | −21,702−74.1% | Reduced |
| Gables Capital Management Inc. | 7,609 | $352.2K | 0.17% | −50−0.7% | Reduced |
| Fairvoy Private Wealth, LLC | 7,617 | $352.6K | 0.09% | −18,895−71.3% | Reduced |
| Advyzon Investment Management, LLC | 7,628 | $353.1K | 0.08% | +639+9.1% | Added |
| Horst & Graben Wealth Management LLC | 7,652 | $354.2K | 0.06% | +63+0.8% | Added |
| Aspiriant, LLC | 7,653 | $354.2K | 0.01% | −76−1.0% | Reduced |
| Phillips Wealth Planners LLC | 7,535 | $354.5K | 0.32% | −3,324−30.6% | Reduced |
| Bank Ozk | 7,661 | $354.6K | 0.14% | −159−2.0% | Reduced |
| Atomi Financial Group, Inc. | 7,692 | $356.0K | 0.01% | −6,331−45.1% | Reduced |
| Financial Partners Group, LLC | 7,704 | $356.6K | 0.13% | +1,065+16.0% | Added |
| Heritage Wealth Management, Inc. | 7,708 | $356.8K | 0.12% | −127−1.6% | Reduced |
| Arvest Investments, Inc. | 7,708 | $356.8K | 0.05% | −16,244−67.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,714 | $357.1K | 0.02% | −2,950−27.7% | Reduced |
| Aspen Investment Management Inc | 7,764 | $359.0K | 0.15% | −468−5.7% | Reduced |
| State of Wyoming | 7,789 | $360.6K | 0.04% | +50+0.6% | Added |
| Allegheny Financial Group LTD | 7,798 | $361.0K | 0.08% | −95−1.2% | Reduced |
| Atala Financial Inc | 7,804 | $361.2K | 0.25% | 00.0% | Unchanged |
| Caitlin John, LLC | 7,806 | $361.3K | 0.33% | +7,806 | New |
| Marathon Capital Management | 7,809 | $361.5K | 0.09% | −955−10.9% | Reduced |
| MSH Capital Advisors LLC | 7,811 | $361.6K | 0.10% | −1,136−12.7% | Reduced |
| Souders Financial Advisors | 7,828 | $362.4K | 0.05% | +995+14.6% | Added |