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 |
|---|---|---|---|---|---|
| Peak Asset Management, LLC | 37,505 | $1.74M | 0.32% | −634−1.7% | Reduced |
| Stokes Family Office, LLC | 37,373 | $1.73M | 0.18% | +971+2.7% | Added |
| AdvisorNet Financial, Inc | 37,314 | $1.73M | 0.11% | +2,028+5.7% | Added |
| Enhancing Capital LLC | 37,300 | $1.73M | 1.32% | 00.0% | Unchanged |
| Shayne & Co., LLC | 37,211 | $1.72M | 0.57% | −302−0.8% | Reduced |
| Herold Advisors, Inc. | 37,209 | $1.72M | 0.36% | +536+1.5% | Added |
| Lakewood Asset Management LLC | 37,194 | $1.72M | 1.15% | +164+0.4% | Added |
| Northeast Financial Consultants Inc | 37,186 | $1.72M | 0.07% | −1,686−4.3% | Reduced |
| Bellevue Group AG | 37,177 | $1.72M | 0.04% | +11,611+45.4% | Added |
| Del-Sette Capital Management, LLC | 36,849 | $1.71M | 1.19% | +3,224+9.6% | Added |
| Rehmann Capital Advisory Group | 36,700 | $1.70M | 0.10% | +2,372+6.9% | Added |
| Caldwell Trust Co | 36,629 | $1.70M | 0.17% | −1,209−3.2% | Reduced |
| Purkiss Capital Advisors LLC | 36,627 | $1.70M | 0.94% | −1,182−3.1% | Reduced |
| Park Avenue Securities LLC | 36,565 | $1.69M | 0.02% | −30,214−45.2% | Reduced |
| Abundance Wealth Counselors | 36,399 | $1.69M | 0.32% | +1,360+3.9% | Added |
| Cacti Asset Management LLC | 36,450 | $1.69M | 0.12% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36,376 | $1.68M | 0.11% | −702−1.9% | Reduced |
| Birmingham Capital Management Co Inc | 36,361 | $1.68M | 0.74% | −6,530−15.2% | Reduced |
| Fundamentun, LLC | 36,358 | $1.68M | 0.08% | +2,552+7.5% | Added |
| Summit X, LLC | 36,246 | $1.68M | 0.31% | −1,267−3.4% | Reduced |
| Eley Financial Management, Inc | 36,200 | $1.68M | 0.64% | +948+2.7% | Added |
| Jacobs Levy Equity Management, Inc | 36,102 | $1.67M | 0.01% | −111,074−75.5% | Reduced |
| Aviance Capital Partners, LLC | 36,036 | $1.67M | 0.22% | −668−1.8% | Reduced |
| Gifford Fong Associates | 35,899 | $1.66M | 0.38% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 35,823 | $1.66M | 0.04% | −873−2.4% | Reduced |
| Sigma Investment Counselors Inc | 35,818 | $1.66M | 0.09% | +2,780+8.4% | Added |
| International Assets Investment Management, LLC | 35,739 | $1.65M | 0.13% | −7,675−17.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 35,712 | $1.65M | 0.03% | −500−1.4% | Reduced |
| Pacitti Group Inc. | 35,650 | $1.65M | 0.72% | +1,511+4.4% | Added |
| Change Path, LLC | 35,258 | $1.63M | 0.04% | +2,510+7.7% | Added |
| one8zero8, LLC | 35,126 | $1.63M | 0.38% | −38−0.1% | Reduced |
| Univest Financial Corp | 35,055 | $1.62M | 0.10% | −196−0.6% | Reduced |
| Brookwood Investment Group LLC | 34,958 | $1.62M | 0.26% | +6,972+24.9% | Added |
| Logan Capital Management Inc | 34,515 | $1.60M | 0.07% | −1,329−3.7% | Reduced |
| Farther Finance Advisors, LLC | 34,449 | $1.59M | 0.03% | −1,463−4.1% | Reduced |
| Silvant Capital Management LLC | 34,391 | $1.59M | 0.06% | −248−0.7% | Reduced |
| Moody National Bank Trust Division | 34,379 | $1.59M | 0.15% | −2,691−7.3% | Reduced |
| Tower Bridge Advisors | 34,372 | $1.59M | 0.17% | −1,980−5.4% | Reduced |
| Walleye Capital LLC | 34,295 | $1.59M | 0.01% | +27,889+435.4% | Added |
| BankPlus Trust Department | 34,261 | $1.59M | 0.47% | +3,585+11.7% | Added |
| Pensionfund Sabic | 34,200 | $1.58M | 0.45% | −100−0.3% | Reduced |
| Valley National Advisers Inc | 34,203 | $1.58M | 0.26% | +334+1.0% | Added |
| Hills Bank & Trust Co | 34,143 | $1.58M | 0.10% | −1,751−4.9% | Reduced |
| First Manhattan Co | 34,086 | $1.58M | 0.00% | +15,745+85.8% | Added |
| Resources Investment Advisors, LLC. | 34,024 | $1.57M | 0.02% | −7,261−17.6% | Reduced |
| Bragg Financial Advisors, Inc | 33,944 | $1.57M | 0.06% | −2,397−6.6% | Reduced |
| Altfest L J & Co Inc | 33,860 | $1.57M | 0.18% | −4,053−10.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,832 | $1.57M | 0.04% | +2,682+8.6% | Added |
| Inceptionr LLC | 33,801 | $1.56M | 0.36% | +33,801 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 33,772 | $1.56M | 0.26% | +573+1.7% | Added |
| Premier Path Wealth Partners, LLC | 33,589 | $1.55M | 0.22% | +113+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 33,474 | $1.55M | 0.08% | −2,074−5.8% | Reduced |
| Palogic Value Management, L.P. | 33,415 | $1.55M | 0.65% | +125+0.4% | Added |
| First Western Trust Bank | 33,390 | $1.55M | 0.07% | −452−1.3% | Reduced |
| Viewpoint Capital Management LLC | 33,254 | $1.54M | 0.76% | −483−1.4% | Reduced |
| Cito Capital Group, LLC | 33,250 | $1.54M | 0.54% | 00.0% | Unchanged |
| Profund Advisors LLC | 33,201 | $1.54M | 0.06% | −950−2.8% | Reduced |
| Stance Capital LLC | 33,195 | $1.54M | 0.58% | −9,170−21.6% | Reduced |
| St. Louis Trust Co | 33,158 | $1.53M | 0.20% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 33,098 | $1.53M | 0.09% | −5,720−14.7% | Reduced |
| CSS LLC | 32,960 | $1.53M | 0.10% | +5,940+22.0% | Added |
| Great Valley Advisor Group, Inc. | 32,942 | $1.52M | 0.03% | −2,434−6.9% | Reduced |
| Mission Wealth Management, LP | 32,676 | $1.51M | 0.03% | −1,127−3.3% | Reduced |
| Humankind Investments LLC | 32,606 | $1.51M | 0.37% | +6,632+25.5% | Added |
| Greenwood Capital Associates LLC | 32,536 | $1.51M | 0.19% | −1,511−4.4% | Reduced |
| Cim Investment Mangement Inc | 29,271 | $1.51M | 0.29% | +14,611+99.7% | Added |
| Larson Financial Group LLC | 32,429 | $1.50M | 0.06% | +3,398+11.7% | Added |
| Eastern Bank | 32,379 | $1.50M | 0.03% | −3,031−8.6% | Reduced |
| Trust Co | 32,130 | $1.49M | 0.17% | +23,365+266.6% | Added |
| Keynote Financial Services LLC | 32,119 | $1.49M | 1.00% | +293+0.9% | Added |
| Waterfront Wealth Inc. | 32,084 | $1.49M | 0.33% | −734−2.2% | Reduced |
| Investment House LLC | 31,999 | $1.48M | 0.07% | −19,186−37.5% | Reduced |
| Resources Management Corp | 31,910 | $1.48M | 0.20% | −2,763−8.0% | Reduced |
| Canandaigua National Bank & Trust Co | 31,743 | $1.47M | 0.14% | −6,151−16.2% | Reduced |
| Lee Danner & Bass Inc | 31,733 | $1.47M | 0.11% | 00.0% | Unchanged |
| Burns J W & Co Inc | 31,688 | $1.47M | 0.18% | −950−2.9% | Reduced |
| Excalibur Management Corp | 31,681 | $1.47M | 0.55% | −1,041−3.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 31,658 | $1.47M | 0.33% | +31,658 | New |
| Wolverine Trading, LLC | 31,584 | $1.46M | 0.04% | +31,584 | New |
| Bleakley Financial Group, LLC | 31,582 | $1.46M | 0.04% | −56,406−64.1% | Reduced |
| Valeo Financial Advisors, LLC | 31,539 | $1.46M | 0.04% | −22,573−41.7% | Reduced |
| IFP Advisors, Inc | 31,394 | $1.45M | 0.04% | +4,894+18.5% | Added |
| Flagship Harbor Advisors, LLC | 31,365 | $1.45M | 0.07% | +214+0.7% | Added |
| Silver Lake Advisory, LLC | 31,249 | $1.45M | 0.62% | +1,024+3.4% | Added |
| Mount Vernon Associates Inc | 31,104 | $1.44M | 1.04% | +300+1.0% | Added |
| Buckingham Strategic Partners | 31,097 | $1.44M | 0.02% | +1,879+6.4% | Added |
| Insight Inv LLC | 31,027 | $1.44M | 0.96% | −770−2.4% | Reduced |
| Paradigm Asset Management Co LLC | 31,008 | $1.44M | 0.35% | −8,400−21.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,962 | $1.43M | 0.16% | +540+1.8% | Added |
| Kingsview Wealth Management, LLC | 30,914 | $1.43M | 0.02% | −60,166−66.1% | Reduced |
| TCW Group Inc | 30,826 | $1.43M | 0.01% | +642+2.1% | Added |
| Qtron Investments LLC | 30,794 | $1.43M | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 30,690 | $1.42M | 0.14% | −1,139−3.6% | Reduced |
| FineMark National Bank & Trust | 30,680 | $1.42M | 0.05% | −3,539−10.3% | Reduced |
| Providence Wealth Advisors, LLC | 31,134 | $1.42M | 0.97% | −1,297−4.0% | Reduced |
| Cherokee Insurance Co | 30,600 | $1.42M | 0.62% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 30,394 | $1.41M | 0.25% | −6,240−17.0% | Reduced |
| Greenfield Savings Bank | 30,454 | $1.41M | 0.64% | +1,817+6.3% | Added |
| Pettee Investors, Inc. | 30,414 | $1.41M | 0.84% | −9,897−24.6% | Reduced |
| Cornerstone Wealth Management, LLC | 30,378 | $1.41M | 0.09% | +4,494+17.4% | Added |