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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 9,265 | $428.9K | 0.03% | −1,932−17.3% | Reduced |
| First National Bank Sioux Falls | 9,274 | $429.3K | 0.16% | +79+0.9% | Added |
| Bayforest Capital Ltd | 9,279 | $429.5K | 0.19% | −7,377−44.3% | Reduced |
| Smith, Salley & Associates | 9,296 | $430.3K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 9,331 | $431.9K | 0.04% | −3,918−29.6% | Reduced |
| OneAscent Investment Solutions LLC | 9,330 | $432.0K | 0.46% | +4,302+85.6% | Added |
| Lewis Asset Management, LLC | 9,348 | $432.7K | 0.20% | +3,267+53.7% | Added |
| Texas Bank & Trust Co | 9,380 | $434.2K | 0.17% | −122−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 8,701 | $435.0K | 0.02% | +3,688+73.6% | Added |
| McBroom & Associates, LLC | 7,137 | $435.3K | 0.25% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 9,432 | $436.6K | 0.10% | −100−1.0% | Reduced |
| Pathway Financial Advisers, LLC | 9,432 | $436.6K | 0.14% | −89−0.9% | Reduced |
| Krane Funds Advisors LLC | 9,449 | $437.4K | 0.02% | +1,359+16.8% | Added |
| American Alpha Advisors, LLC | 9,478 | $438.7K | 0.35% | +1,023+12.1% | Added |
| Forbes J M & Co LLP | 9,484 | $439.0K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,487 | $439.2K | 0.09% | −25−0.3% | Reduced |
| Investment Partners Asset Management, Inc. | 9,497 | $439.6K | 0.31% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 9,497 | $439.6K | 0.32% | −149−1.5% | Reduced |
| Guardian Investment Management | 9,500 | $439.8K | 0.46% | −350−3.6% | Reduced |
| Coastline Trust Co | 9,500 | $439.8K | 0.05% | −92−1.0% | Reduced |
| Financial Advisory Corp | 9,526 | $441.0K | 0.13% | −1,418−13.0% | Reduced |
| Abbot Financial Management, Inc. | 9,541 | $441.7K | 0.20% | +100+1.1% | Added |
| Quotient Wealth Partners, LLC | 9,548 | $442.0K | 0.01% | −2,769−22.5% | Reduced |
| Argyle Capital Partners, LLC | 9,585 | $443.7K | 0.37% | −3,764−28.2% | Reduced |
| Abel Hall, LLC | 9,596 | $444.2K | 0.21% | −6,727−41.2% | Reduced |
| Investors Asset Management of Georgia Inc | 9,598 | $444.3K | 0.21% | +1,190+14.2% | Added |
| Fort Sheridan Advisors LLC | 9,634 | $445.9K | 0.06% | −1,468−13.2% | Reduced |
| Berkshire Bank | 9,645 | $446.5K | 0.10% | −306−3.1% | Reduced |
| Chilton Investment Co LLC | 9,652 | $446.8K | 0.01% | −3,229−25.1% | Reduced |
| Old North State Wealth Management, LLC | 9,640 | $446.9K | 0.23% | +372+4.0% | Added |
| LeClair Wealth Partners LLC | 9,676 | $447.9K | 0.30% | −13−0.1% | Reduced |
| Stevens Capital Management LP | 9,705 | $449.0K | 0.12% | +9,705 | New |
| Legacy Private Trust Co. | 9,719 | $449.9K | 0.03% | −1,100−10.2% | Reduced |
| First Financial Corp | 9,742 | $451.0K | 0.20% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 9,760 | $451.8K | 0.04% | +9,760 | New |
| GWN Securities Inc. | 9,766 | $452.8K | 0.08% | −65,854−87.1% | Reduced |
| Pacific Point Advisors, LLC | 9,802 | $453.7K | 0.25% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 9,810 | $454.1K | 0.04% | +3,389+52.8% | Added |
| Arete Wealth Advisors, LLC | 9,863 | $457.0K | 0.03% | +396+4.2% | Added |
| Apella Capital, LLC | 9,835 | $457.2K | 0.01% | +468+5.0% | Added |
| LCM Capital Management Inc | 9,878 | $457.3K | 0.24% | +23+0.2% | Added |
| Checchi Capital Advisers, LLC | 9,880 | $457.3K | 0.03% | −3,234−24.7% | Reduced |
| Simplicity Wealth,LLC | 9,908 | $458.7K | 0.02% | +5,556+127.7% | Added |
| RHS Financial, LLC | 9,917 | $459.1K | 0.26% | +9,917 | New |
| BankPlus Wealth Management LLC | 9,924 | $459.3K | 0.30% | +466+4.9% | Added |
| New Hampshire Trust | 9,957 | $460.9K | 0.10% | −168−1.7% | Reduced |
| Alta Wealth Advisors LLC | 9,979 | $461.9K | 0.22% | −8,172−45.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,996 | $462.7K | 0.03% | −331,792−97.1% | Reduced |
| Arista Wealth Management, LLC | 10,004 | $463.1K | 0.06% | +10,004 | New |
| FCG Investment Co | 10,022 | $463.9K | 0.24% | −530−5.0% | Reduced |
| Wolff Financial Management LLC | 10,055 | $465.0K | 0.12% | +105+1.1% | Added |
| 626 Financial, LLC | 10,072 | $466.2K | 0.22% | −154−1.5% | Reduced |
| Good Steward Wealth Advisors,LLC | 10,075 | $466.4K | 0.37% | −8,855−46.8% | Reduced |
| Broderick Brian C | 10,117 | $468.3K | 0.09% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 10,142 | $469.4K | 0.33% | +270+2.7% | Added |
| Alta Advisers Ltd | 10,150 | $469.8K | 0.17% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 10,163 | $470.5K | 0.16% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10,167 | $470.6K | 0.07% | −331−3.2% | Reduced |
| WealthShield Partners, LLC | 10,183 | $471.4K | 0.06% | −580−5.4% | Reduced |
| Secure Asset Management, LLC | 10,189 | $471.6K | 0.09% | −323−3.1% | Reduced |
| Biltmore Family Office, LLC | 10,192 | $471.8K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,206 | $472.4K | 0.12% | +170+1.7% | Added |
| Ipsen Advisor Group LLC | 10,212 | $472.7K | 0.36% | +767+8.1% | Added |
| Lansing Street Advisors | 10,227 | $473.4K | 0.14% | −3,403−25.0% | Reduced |
| Magnus Financial Group LLC | 10,240 | $474.0K | 0.04% | +2,703+35.9% | Added |
| Visionary Horizons, LLC | 10,283 | $476.0K | 0.30% | −140−1.3% | Reduced |
| Welch Group, LLC | 10,318 | $477.6K | 0.02% | +108+1.1% | Added |
| Clarendon Private LLC | 10,346 | $478.9K | 0.46% | −1,828−15.0% | Reduced |
| Farmers National Bank | 10,362 | $479.7K | 0.13% | 00.0% | Unchanged |
| Westmount Partners, LLC | 10,395 | $481.2K | 0.13% | +11+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 10,396 | $481.2K | 0.02% | +1,205+13.1% | Added |
| Goldstone Financial Group, LLC | 10,267 | $481.7K | 0.06% | +5,781+128.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,409 | $481.8K | 0.07% | −23−0.2% | Reduced |
| E Fund Management Co., Ltd. | 10,409 | $481.8K | 0.02% | +267+2.6% | Added |
| Perkins Capital Management Inc | 10,430 | $482.8K | 0.49% | −2,300−18.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 10,447 | $483.6K | 0.23% | +84+0.8% | Added |
| Beacon Investment Advisors LLC | 10,503 | $486.8K | 0.21% | +9+0.1% | Added |
| Centennial Bank | 10,569 | $489.2K | 0.21% | −215−2.0% | Reduced |
| Bill Few Associates, Inc. | 10,595 | $490.4K | 0.14% | +633+6.4% | Added |
| Stephenson National Bank & Trust | 10,628 | $492.0K | 0.16% | −119−1.1% | Reduced |
| Alpine Bank Wealth Management | 10,638 | $492.4K | 0.07% | −472−4.2% | Reduced |
| Beaumont Financial Advisors, LLC | 10,657 | $493.3K | 0.04% | −843−7.3% | Reduced |
| Court Place Advisors, LLC | 10,663 | $493.6K | 0.16% | −661−5.8% | Reduced |
| HCR Wealth Advisors | 10,671 | $494.0K | 0.06% | +458+4.5% | Added |
| Integrated Quantitative Investments LLC | 10,690 | $494.8K | 0.15% | +10,690 | New |
| Wallace Advisory Group, LLC | 8,128 | $495.7K | 0.36% | +97+1.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,145 | $496.8K | 0.28% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 10,737 | $497.0K | 0.27% | −600−5.3% | Reduced |
| Burney Co | 10,792 | $499.6K | 0.02% | −1,576−12.7% | Reduced |
| Sectoral Asset Management Inc | 10,800 | $499.9K | 0.33% | −8,700−44.6% | Reduced |
| Solitude Financial Services | 10,810 | $500.4K | 0.18% | −500−4.4% | Reduced |
| Plancorp, LLC | 10,812 | $500.5K | 0.02% | −988−8.4% | Reduced |
| First Financial Bank - Trust Division | 10,817 | $500.7K | 0.04% | −351−3.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 10,845 | $502.0K | 0.08% | +10,845 | New |
| West Family Investments, Inc. | 10,857 | $502.6K | 0.13% | +4,766+78.2% | Added |
| Centiva Capital, LP | 10,859 | $502.7K | 0.03% | +10,859 | New |
| North Star Asset Management Inc | 10,933 | $506.1K | 0.02% | +1,356+14.2% | Added |
| Anchor Investment Management, LLC | 10,944 | $506.6K | 0.04% | −1,487−12.0% | Reduced |
| Midland Wealth Advisors LLC | 10,953 | $507.0K | 0.03% | −2,142−16.4% | Reduced |
| Finer Wealth Management, Inc. | 10,998 | $509.1K | 0.27% | −2,049−15.7% | Reduced |