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; 2,529 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
- −158 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
- 308
- 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Family Management Corp | 65,600 | $3.04M | 0.46% | +2,900+4.6% | Added |
| Aptus Capital Advisors, LLC | 65,551 | $3.03M | 0.03% | −246,308−79.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 65,058 | $3.01M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 64,920 | $3.01M | 0.05% | +378+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 64,899 | $3.00M | 0.11% | +2,702+4.3% | Added |
| NorthCrest Asset Manangement, LLC | 64,000 | $3.00M | 0.08% | −3,070−4.6% | Reduced |
| Diversified Trust Co | 64,763 | $3.00M | 0.07% | +9,105+16.4% | Added |
| Simplex Trading, LLC | 64,693 | $2.99M | 0.08% | −124,206−65.8% | Reduced |
| Mubadala Investment Co PJSC | 64,652 | $2.99M | 0.02% | −4,443−6.4% | Reduced |
| Assenagon Asset Management S.A. | 64,169 | $2.97M | 0.00% | −869−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 63,571 | $2.94M | 0.09% | +1,089+1.7% | Added |
| Quantitative Investment Management, LLC | 63,398 | $2.93M | 0.39% | +63,398 | New |
| Argent Trust Co | 63,299 | $2.93M | 0.11% | −8,063−11.3% | Reduced |
| LGT Fund Management Co Ltd. | 63,104 | $2.92M | 0.26% | +4,016+6.8% | Added |
| BNP Paribas | 63,118 | $2.92M | 0.09% | +22,262+54.5% | Added |
| 3Chopt Investment Partners, LLC | 62,786 | $2.91M | 0.70% | +5,760+10.1% | Added |
| XML Financial, LLC | 62,587 | $2.90M | 0.25% | −9,864−13.6% | Reduced |
| Summit Trail Advisors, LLC | 61,557 | $2.85M | 0.05% | +61,557 | New |
| Horizon Kinetics Asset Management LLC | 61,317 | $2.84M | 0.03% | +1,504+2.5% | Added |
| Graham Capital Management, L.P. | 60,985 | $2.82M | 0.09% | +51,671+554.8% | Added |
| Capital International Ltd | 60,975 | $2.82M | 0.11% | 00.0% | Unchanged |
| NBT Bank N A | 60,930 | $2.82M | 0.19% | −16,600−21.4% | Reduced |
| SummitTX Capital, L.P. | 60,838 | $2.82M | 0.12% | −1,787−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 60,419 | $2.80M | 0.09% | +3,542+6.2% | Added |
| Venture Visionary Partners LLC | 60,276 | $2.79M | 0.11% | −54,036−47.3% | Reduced |
| American Financial Group Inc | 60,000 | $2.78M | 1.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 59,878 | $2.77M | 0.06% | −218,671−78.5% | Reduced |
| Farmers & Merchants Investments Inc | 59,679 | $2.76M | 0.08% | −7,705−11.4% | Reduced |
| Bessemer Group Inc | 59,520 | $2.75M | 0.00% | −7,040−10.6% | Reduced |
| Truvestments Capital LLC | 59,474 | $2.75M | 0.55% | −322−0.5% | Reduced |
| Wesleyan Assurance Society | 59,492 | $2.75M | 0.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 59,391 | $2.75M | 0.08% | −4,502−7.0% | Reduced |
| Portfolio Design Labs, LLC | 59,200 | $2.74M | 0.54% | +8,779+17.4% | Added |
| Commonwealth Retirement Investments LLC | 59,183 | $2.74M | 1.04% | +11,690+24.6% | Added |
| Four Tree Island Advisory LLC | 59,130 | $2.74M | 1.93% | −7,426−11.2% | Reduced |
| Donaldson Capital Management, LLC | 58,639 | $2.71M | 0.10% | −2,806−4.6% | Reduced |
| Wealthspire Advisors, LLC | 58,162 | $2.69M | 0.02% | −982−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 57,977 | $2.69M | 0.06% | −103,860−64.2% | Reduced |
| Machina Capital S.A.S. | 58,036 | $2.69M | 0.56% | +58,036 | New |
| Transcend Wealth Collective, LLC | 57,576 | $2.67M | 0.21% | −43,496−43.0% | Reduced |
| Caisse des Depots Et Consignations | 57,487 | $2.66M | 0.11% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 57,305 | $2.65M | 0.94% | −2,686−4.5% | Reduced |
| Poehling Capital Management, LLC | 57,260 | $2.65M | 0.62% | −40−0.1% | Reduced |
| Wedbush Securities Inc | 56,957 | $2.64M | 0.09% | +1,353+2.4% | Added |
| Eisler Capital Management Ltd. | 56,832 | $2.63M | 0.09% | +45,233+390.0% | Added |
| Mengis Capital Management, Inc. | 56,783 | $2.63M | 0.56% | −6,325−10.0% | Reduced |
| Savant Capital, LLC | 56,555 | $2.62M | 0.02% | +5,656+11.1% | Added |
| Sippican Capital Advisors | 56,392 | $2.61M | 1.90% | +770+1.4% | Added |
| Sowell Financial Services LLC | 56,368 | $2.61M | 0.11% | +1,028+1.9% | Added |
| Intact Investment Management Inc. | 56,200 | $2.60M | 0.09% | +400+0.7% | Added |
| Kendall Capital Management | 55,752 | $2.58M | 0.68% | +8,210+17.3% | Added |
| PFG Investments, LLC | 55,538 | $2.57M | 0.15% | −2,013−3.5% | Reduced |
| Range Financial Group LLC | 55,280 | $2.56M | 1.01% | +3,140+6.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 55,180 | $2.55M | 0.18% | −3,825−6.5% | Reduced |
| Royal Fund Management, LLC | 55,068 | $2.55M | 0.27% | −184−0.3% | Reduced |
| LMR Partners LLP | 55,000 | $2.55M | 0.04% | +12,610+29.7% | Added |
| Exchange Capital Management, Inc. | 54,893 | $2.54M | 0.38% | +220+0.4% | Added |
| Nomura Holdings Inc | 54,825 | $2.54M | 0.02% | −22,919−29.5% | Reduced |
| Pensionmark Financial Group, LLC | 54,673 | $2.53M | 0.06% | −4,206−7.1% | Reduced |
| Bonness Enterprises Inc | 54,300 | $2.51M | 0.82% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 54,070 | $2.50M | 0.16% | +17,036+46.0% | Added |
| Prospera Financial Services Inc | 53,997 | $2.50M | 0.05% | −10,360−16.1% | Reduced |
| Shelter Mutual Insurance Co | 53,800 | $2.49M | 0.58% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 53,530 | $2.48M | 0.06% | −8,768−14.1% | Reduced |
| Ascent Group, LLC | 53,506 | $2.48M | 0.10% | +316+0.6% | Added |
| HighPoint Advisor Group LLC | 53,474 | $2.48M | 0.13% | −4,692−8.1% | Reduced |
| SS&H Financial Advisors, Inc. | 53,000 | $2.45M | 0.82% | −900−1.7% | Reduced |
| AIMZ Investment Advisors, LLC | 52,846 | $2.45M | 0.82% | −87−0.2% | Reduced |
| Leonteq Securities AG | 52,478 | $2.43M | 0.14% | +43,278+470.4% | Added |
| Haverford Trust Co | 52,362 | $2.42M | 0.02% | −1,050−2.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 52,332 | $2.42M | 0.14% | −246−0.5% | Reduced |
| Essex Financial Services, Inc. | 52,298 | $2.42M | 0.16% | −1,078−2.0% | Reduced |
| First Interstate Bank | 52,277 | $2.42M | 0.14% | −1,264−2.4% | Reduced |
| Atom Investors LP | 52,217 | $2.42M | 0.21% | +52,217 | New |
| Group One Trading, L.P. | 51,751 | $2.40M | 0.08% | +45,978+796.4% | Added |
| Dean Investment Associates, LLC | 51,718 | $2.39M | 0.35% | +1,045+2.1% | Added |
| Foster & Motley Inc | 51,493 | $2.38M | 0.14% | +13,268+34.7% | Added |
| Resonant Capital Advisors, LLC | 51,152 | $2.37M | 0.15% | −79−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 51,047 | $2.36M | 0.03% | +51,047 | New |
| Edgewood Management LLC | 50,575 | $2.34M | 0.01% | −10,614−17.3% | Reduced |
| Phoenix Holdings Ltd. | 50,530 | $2.34M | 0.03% | +50,530 | New |
| Meridian Wealth Management, LLC | 50,339 | $2.33M | 0.10% | −160−0.3% | Reduced |
| Townsend & Associates, Inc | 48,133 | $2.33M | 0.23% | +791+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 50,322 | $2.33M | 0.04% | −1,331−2.6% | Reduced |
| Gries Financial LLC | 49,656 | $2.30M | 0.42% | +676+1.4% | Added |
| GF Fund Management Co. Ltd. | 49,379 | $2.29M | 0.05% | −369−0.7% | Reduced |
| Marietta Investment Partners LLC | 49,241 | $2.28M | 0.50% | −25,837−34.4% | Reduced |
| Iowa State Bank | 49,204 | $2.28M | 0.45% | −1,271−2.5% | Reduced |
| Carret Asset Management, LLC | 49,107 | $2.27M | 0.24% | −1,580−3.1% | Reduced |
| Berkeley Capital Partners, LLC | 49,072 | $2.27M | 0.58% | +4,305+9.6% | Added |
| Leelyn Smith, LLC | 49,048 | $2.27M | 0.37% | +1,781+3.8% | Added |
| Sapient Capital LLC | 48,922 | $2.26M | 0.04% | −84−0.2% | Reduced |
| V-Square Quantitative Management LLC | 48,828 | $2.26M | 0.30% | +2,429+5.2% | Added |
| Mirador Capital Partners LP | 48,662 | $2.25M | 0.37% | +496+1.0% | Added |
| Capital Asset Advisory Services LLC | 47,074 | $2.24M | 0.10% | +1,069+2.3% | Added |
| Madden Securities Corp | 48,150 | $2.23M | 0.75% | +38,470+397.4% | Added |
| Ostrum Asset Management | 48,142 | $2.23M | 0.10% | −5,818−10.8% | Reduced |
| Integras Partners LLC | 48,139 | $2.23M | 2.24% | −421−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 48,052 | $2.22M | 0.14% | +409+0.9% | Added |
| Cypress Capital, LLC | 47,963 | $2.22M | 0.64% | −104−0.2% | Reduced |