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, Q3 2025
Institutional positions in Bristol Myers Squibb Co as of Sep 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
- 2,277
- +14 vs. Q2 2025
- Shares held
- 1.59B
- −21.2M (−1.3%) vs. Q2 2025
- Total value
- $71.6B
- −$2.85B (−3.8%) vs. Q2 2025
- New holders
- 161
- 834 more added
- Sold out
- 147
- 991 more reduced
36 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 10,408 | $493.7K | 0.13% | +13+0.1% | Added |
| Old North State Wealth Management, LLC | 10,957 | $494.6K | 0.23% | +1,317+13.7% | Added |
| Welch Group, LLC | 10,991 | $495.7K | 0.02% | +673+6.5% | Added |
| Michels Family Financial, LLC | 11,058 | $498.7K | 0.39% | +11,058 | New |
| Grandfield & Dodd, LLC | 11,059 | $498.8K | 0.03% | −782−6.6% | Reduced |
| CFS Investment Advisory Services, LLC | 11,397 | $499.5K | 0.04% | −802−6.6% | Reduced |
| Callahan Advisors, LLC | 11,080 | $499.7K | 0.04% | −411−3.6% | Reduced |
| Aries Wealth Management | 11,083 | $499.8K | 0.12% | −2,611−19.1% | Reduced |
| First Nebraska Trust Co | 11,140 | $502.4K | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 11,145 | $502.6K | 0.04% | −1,690−13.2% | Reduced |
| Chicago Capital, LLC | 11,165 | $503.5K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,178 | $504.1K | 0.05% | −868−7.2% | Reduced |
| Aspire Capital Advisors LLC | 11,209 | $505.5K | 0.12% | +11,209 | New |
| Apriem Advisors | 11,212 | $505.6K | 0.05% | −359−3.1% | Reduced |
| Pettee Investors, Inc. | 11,224 | $506.2K | 0.28% | −19,190−63.1% | Reduced |
| Adams Wealth Management | 11,234 | $506.7K | 0.11% | −680−5.7% | Reduced |
| CacheTech Inc. | 11,234 | $506.7K | 0.10% | −680−5.7% | Reduced |
| Syon Capital LLC | 11,238 | $506.8K | 0.03% | −1,164−9.4% | Reduced |
| Caitlin John, LLC | 11,268 | $508.2K | 0.35% | +3,462+44.4% | Added |
| BSW Wealth Partners | 11,287 | $509.0K | 0.06% | +4,077+56.5% | Added |
| Union Bancaire Privee, UBP SA | 14,144 | $510.2K | 0.01% | +8,501+150.6% | Added |
| Quest Partners LLC | 11,317 | $510.4K | 0.03% | −7,627−40.3% | Reduced |
| Fulcrum Asset Management LLP | 11,336 | $511.3K | 0.14% | −314−2.7% | Reduced |
| Lynch & Associates | 11,351 | $511.9K | 0.10% | −2,635−18.8% | Reduced |
| Woodmont Investment Counsel LLC | 11,411 | $514.6K | 0.03% | −547−4.6% | Reduced |
| Headinvest, LLC | 11,454 | $517.2K | 0.11% | −875−7.1% | Reduced |
| Confluence Wealth Services, Inc. | 11,479 | $517.7K | 0.03% | +143+1.3% | Added |
| City Holding Co | 11,495 | $518.3K | 0.07% | −774−6.3% | Reduced |
| Shufro Rose & Co LLC | 8,500 | $518.4K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,561 | $521.4K | 0.02% | +3,869+50.3% | Added |
| Retirement Planning Co of New England, Inc. | 11,575 | $522.0K | 0.21% | +363+3.2% | Added |
| Mendel Money Management | 11,628 | $524.4K | 0.22% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 11,057 | $524.4K | 0.08% | −1,983−15.2% | Reduced |
| Independence Bank of Kentucky | 11,642 | $525.1K | 0.07% | +1,475+14.5% | Added |
| Nwam LLC | 11,993 | $526.1K | 0.03% | −627−5.0% | Reduced |
| Park Circle Co | 11,700 | $527.7K | 0.46% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11,728 | $528.9K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11,748 | $529.8K | 0.03% | +272+2.4% | Added |
| KRS Capital Management, LLC | 11,764 | $530.6K | 0.32% | −2,017−14.6% | Reduced |
| Principle Wealth Partners LLC | 11,885 | $536.0K | 0.03% | −1,295−9.8% | Reduced |
| Richwood Investment Advisors, LLC | 11,887 | $536.1K | 0.42% | −1,416−10.6% | Reduced |
| Cooper Financial Group | 11,888 | $536.1K | 0.06% | −1,143−8.8% | Reduced |
| Abel Hall, LLC | 11,936 | $538.3K | 0.22% | +2,340+24.4% | Added |
| Waldron Private Wealth LLC | 11,943 | $538.6K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 11,981 | $540.3K | 0.05% | −17,177−58.9% | Reduced |
| Ransom Advisory, Ltd | 12,026 | $542.4K | 0.24% | −1,300−9.8% | Reduced |
| Indiana Trust & Investment Management CO | 12,085 | $545.0K | 0.17% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,537 | $545.2K | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 12,093 | $545.4K | 0.14% | −200−1.6% | Reduced |
| TownSquare Capital, LLC | 12,165 | $548.6K | 0.08% | −6,857−36.0% | Reduced |
| Arvest Bank Trust Division | 12,178 | $549.2K | 0.03% | +804+7.1% | Added |
| Investment Research Partners LLC | 12,955 | $551.9K | 0.25% | +12,955 | New |
| Van Cleef Asset Management,Inc | 12,248 | $552.4K | 0.06% | +20.0% | Added |
| Cove Private Wealth, LLC | 12,270 | $553.4K | 0.18% | −1,095−8.2% | Reduced |
| Diversify Wealth Management, LLC | 12,034 | $553.8K | 0.03% | −711−5.6% | Reduced |
| Northcape Wealth Management, LLC | 12,304 | $554.9K | 0.16% | −841−6.4% | Reduced |
| Pure Financial Advisors, Inc. | 12,317 | $555.5K | 0.01% | −120−1.0% | Reduced |
| Virtus ETF Advisers LLC | 12,350 | $557.0K | 0.31% | +12,350 | New |
| Thompson Siegel & Walmsley LLC | 12,354 | $557.0K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,375 | $558.1K | 0.07% | −209−1.7% | Reduced |
| Fulton Bank, N.A. | 12,431 | $560.6K | 0.02% | −2,288−15.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,431 | $560.7K | 0.10% | −147−1.2% | Reduced |
| Sunbelt Securities, Inc. | 12,435 | $560.8K | 0.04% | −7,651−38.1% | Reduced |
| Gold Investment Management Ltd. | 12,489 | $563.3K | 0.19% | +42+0.3% | Added |
| Thoroughbred Financial Services, LLC | 12,527 | $564.0K | 0.03% | −280−2.2% | Reduced |
| Keebeck Wealth Management, LLC | 12,511 | $564.2K | 0.07% | +610+5.1% | Added |
| True North Advisors, LLC | 12,530 | $565.1K | 0.09% | +12,530 | New |
| Clarius Group, LLC | 12,537 | $565.4K | 0.03% | −12,072−49.1% | Reduced |
| Montecito Bank & Trust | 12,565 | $566.7K | 0.09% | +12,565 | New |
| MBM Wealth Consultants, LLC | 12,607 | $568.6K | 0.14% | +12,607 | New |
| Sovereign Financial Group, Inc. | 12,631 | $569.6K | 0.11% | −439−3.4% | Reduced |
| Summit Wealth Group LLC | 9,860 | $572.3K | 0.08% | +9,860 | New |
| Maridea Wealth Management LLC | 13,172 | $574.2K | 0.09% | +8,462+179.7% | Added |
| LVM Capital Management Ltd | 12,774 | $576.0K | 0.06% | −1,000−7.3% | Reduced |
| Parvin Asset Management, LLC | 12,825 | $578.4K | 0.51% | +5,490+74.8% | Added |
| DLD Asset Management, LP | 12,827 | $578.5K | 0.07% | +12,827 | New |
| Capital Analysts, LLC | 12,828 | $579.0K | 0.02% | −141−1.1% | Reduced |
| RHS Financial, LLC | 12,891 | $581.4K | 0.30% | +2,974+30.0% | Added |
| Physicians Financial Services, Inc. | 12,906 | $582.0K | 0.16% | −300−2.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,914 | $582.4K | 0.01% | +640+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,916 | $582.5K | 0.02% | −5,342−29.3% | Reduced |
| Avidian Wealth Solutions, LLC | 12,970 | $584.9K | 0.02% | +63+0.5% | Added |
| Investment Partners, Ltd. | 12,985 | $585.6K | 0.21% | +394+3.1% | Added |
| Vectors Research Management, LLC | 13,000 | $586.3K | 0.18% | 00.0% | Unchanged |
| Avestar Capital, LLC | 13,027 | $587.5K | 0.04% | −2,397−15.5% | Reduced |
| Signet Financial Management, LLC | 13,110 | $591.2K | 0.07% | +796+6.5% | Added |
| Boston Trust Walden Corp | 13,205 | $595.5K | 0.00% | −202−1.5% | Reduced |
| WNY Asset Management, LLC | 13,221 | $596.3K | 0.06% | +6,826+106.7% | Added |
| Navellier & Associates Inc | 13,251 | $597.6K | 0.06% | +4,151+45.6% | Added |
| Cornerstone Wealth Group, LLC | 13,268 | $598.4K | 0.04% | +138+1.1% | Added |
| Angeles Wealth Management, LLC | 13,287 | $599.2K | 0.04% | −1,696−11.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,287 | $599.2K | 0.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,332 | $601.3K | 0.01% | −2,302−14.7% | Reduced |
| Alpha Cubed Investments, LLC | 13,383 | $603.6K | 0.02% | −3,255−19.6% | Reduced |
| Brass Tax Wealth Management, Inc | 13,405 | $604.6K | 0.10% | −76−0.6% | Reduced |
| Tamar Securities, LLC | 13,416 | $605.1K | 0.07% | −329,066−96.1% | Reduced |
| FCG Investment Co | 13,493 | $608.5K | 0.28% | +3,471+34.6% | Added |
| Roman Butler Fullerton & Co | 14,304 | $609.4K | 0.16% | +25+0.2% | Added |
| Redwood Wealth Management Group, LLC | 13,520 | $609.7K | 0.26% | −532−3.8% | Reduced |
| Wedmont Private Capital | 13,668 | $610.4K | 0.02% | −768−5.3% | Reduced |