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 |
|---|---|---|---|---|---|
| 111 Capital | 20,038 | $903.7K | 0.17% | +20,038 | New |
| Legacy Capital Group California, Inc. | 20,164 | $909.4K | 0.23% | −7,631−27.5% | Reduced |
| Cobblestone Capital Advisors LLC | 20,188 | $910.5K | 0.04% | +137+0.7% | Added |
| Triumph Capital Management | 20,195 | $910.8K | 0.25% | +7,796+62.9% | Added |
| Barnett & Company, Inc. | 20,210 | $911.5K | 0.70% | +3,400+20.2% | Added |
| Emerald Advisors, LLC | 20,267 | $914.0K | 0.12% | +974+5.0% | Added |
| Bank & Trust Co | 20,270 | $914.2K | 0.68% | −88−0.4% | Reduced |
| CoreCap Advisors, LLC | 20,309 | $916.0K | 0.03% | +2,613+14.8% | Added |
| Silverleafe Capital Partners, LLC | 20,318 | $916.3K | 0.28% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20,396 | $919.9K | 0.04% | −1,162−5.4% | Reduced |
| Fidelis Capital Partners, LLC | 20,425 | $921.2K | 0.07% | −1,353−6.2% | Reduced |
| Eagle Rock Investment Company, LLC | 20,505 | $924.8K | 0.14% | −319−1.5% | Reduced |
| Donald L. Hagan, LLC | 20,550 | $926.8K | 0.45% | +20,550 | New |
| Private Management Group Inc | 20,552 | $926.9K | 0.03% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 20,555 | $927.0K | 0.36% | +20,555 | New |
| Kimelman & Baird, LLC | 20,597 | $928.9K | 0.07% | −650−3.1% | Reduced |
| Hillsdale Investment Management Inc. | 20,670 | $932.2K | 0.03% | +6,330+44.1% | Added |
| KCM Investment Advisors LLC | 20,697 | $933.5K | 0.03% | −186−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 20,731 | $935.0K | 0.07% | −730−3.4% | Reduced |
| Equitable Trust Co | 20,738 | $935.3K | 0.04% | −175−0.8% | Reduced |
| Modera Wealth Management, LLC | 20,774 | $936.9K | 0.01% | −4,884−19.0% | Reduced |
| VisionPoint Advisory Group, LLC | 20,867 | $941.1K | 0.19% | +1,384+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 20,898 | $942.5K | 0.24% | +1,898+10.0% | Added |
| Institute for Wealth Management, LLC. | 21,028 | $948.4K | 0.10% | −1,382−6.2% | Reduced |
| VestGen Advisors, LLC | 21,035 | $948.7K | 0.03% | +16,561+370.2% | Added |
| Evercore Wealth Management, LLC | 21,174 | $954.9K | 0.01% | +30.0% | Added |
| Oxler Private Wealth LLC | 21,213 | $956.7K | 0.28% | +125+0.6% | Added |
| NCM Capital Management, LLC | 21,234 | $957.7K | 0.37% | +80.0% | Added |
| RMB Capital Management, LLC | 21,273 | $959.4K | 0.02% | −188−0.9% | Reduced |
| First City Capital Management, Inc. | 21,297 | $960.5K | 0.52% | −425−2.0% | Reduced |
| Chilton Capital Management LLC | 21,311 | $961.1K | 0.03% | −154−0.7% | Reduced |
| ARS Investment Partners, LLC | 21,385 | $964.5K | 0.06% | −200−0.9% | Reduced |
| Chatham Capital Group, Inc. | 21,545 | $971.7K | 0.14% | −250−1.1% | Reduced |
| Means Investment Co., Inc. | 21,554 | $972.1K | 0.08% | −1,042−4.6% | Reduced |
| RTD Financial Advisors, Inc. | 21,602 | $974.3K | 0.12% | −3,246−13.1% | Reduced |
| SBI Securities Co., Ltd. | 21,648 | $976.3K | 0.03% | +560+2.7% | Added |
| Portside Wealth Group, LLC | 21,712 | $979.2K | 0.14% | +2,860+15.2% | Added |
| Jennison Associates LLC | 21,733 | $980.2K | 0.00% | −6,514−23.1% | Reduced |
| Greenleaf Trust | 21,840 | $985.0K | 0.01% | −4,363−16.7% | Reduced |
| Salem Investment Counselors Inc | 21,936 | $989.3K | 0.03% | −508−2.3% | Reduced |
| Platform Technology Partners | 21,991 | $991.8K | 0.24% | −1,274−5.5% | Reduced |
| Live Oak Investment Partners | 22,068 | $995.3K | 0.66% | +2,437+12.4% | Added |
| Ronald Blue Trust, Inc. | 22,134 | $998.3K | 0.01% | −413−1.8% | Reduced |
| Forum Financial Management, LP | 22,212 | $1.00M | 0.01% | +7,649+52.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 22,219 | $1.00M | 0.63% | +270+1.2% | Added |
| Sterling Capital Management LLC | 22,346 | $1.01M | 0.01% | −72,134−76.3% | Reduced |
| Schulhoff & Co Inc | 22,414 | $1.01M | 0.43% | 00.0% | Unchanged |
| Intrust Bank NA | 22,462 | $1.01M | 0.08% | −1,289−5.4% | Reduced |
| Concord Wealth Partners | 22,513 | $1.02M | 0.14% | −578−2.5% | Reduced |
| Chicago Partners Investment Group LLC | 23,757 | $1.02M | 0.03% | +7,141+43.0% | Added |
| Chicago Trust Co NA | 22,607 | $1.02M | 0.14% | +2,704+13.6% | Added |
| Ti-Trust, Inc | 22,637 | $1.02M | 0.64% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 22,669 | $1.02M | 0.46% | +250+1.1% | Added |
| Cobblestone Asset Management LLC | 22,688 | $1.02M | 0.47% | −1,193−5.0% | Reduced |
| Western Wealth Management, LLC | 22,812 | $1.03M | 0.05% | +139+0.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,853 | $1.03M | 0.32% | +982+4.5% | Added |
| Carnegie Lake Advisors LLC | 22,867 | $1.03M | 0.40% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 22,898 | $1.03M | 0.33% | −1,343−5.5% | Reduced |
| Trust Co of Virginia | 23,025 | $1.04M | 0.09% | −291−1.2% | Reduced |
| Leonteq Securities AG | 23,040 | $1.04M | 0.06% | −29,438−56.1% | Reduced |
| Cornerstone Select Advisors, LLC | 23,116 | $1.04M | 0.77% | −5,376−18.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 23,163 | $1.04M | 1.01% | −2,190−8.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 23,179 | $1.05M | 0.02% | +26+0.1% | Added |
| LGT Group Foundation | 22,043 | $1.05M | 0.01% | −5,988−21.4% | Reduced |
| Manske Wealth Management | 23,193 | $1.05M | 0.32% | +1,150+5.2% | Added |
| Prelude Capital Management, LLC | 23,275 | $1.05M | 0.08% | +23,275 | New |
| Adirondack Trust Co | 23,368 | $1.05M | 0.35% | −334−1.4% | Reduced |
| Capital City Trust Co | 23,396 | $1.06M | 0.26% | +1,314+6.0% | Added |
| Trust Asset Management LLC | 23,444 | $1.06M | 0.07% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 23,612 | $1.06M | 0.30% | +5,507+30.4% | Added |
| Beese Fulmer Investment Management, Inc. | 23,624 | $1.07M | 0.07% | −828−3.4% | Reduced |
| KG&L Capital Management,LLC | 23,599 | $1.07M | 0.29% | −23,052−49.4% | Reduced |
| Auxier Asset Management | 23,740 | $1.07M | 0.15% | +130+0.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 23,744 | $1.07M | 0.32% | −756−3.1% | Reduced |
| S-Bank Fund Management Ltd | 23,751 | $1.07M | 0.14% | −310−1.3% | Reduced |
| Integrated Advisors Network LLC | 23,804 | $1.07M | 0.05% | +3,517+17.3% | Added |
| Monarch Capital Management Inc | 23,980 | $1.08M | 0.27% | −475−1.9% | Reduced |
| Archer Investment Corp | 24,018 | $1.08M | 0.24% | −654−2.7% | Reduced |
| Counterweight Ventures, LLC | 24,083 | $1.09M | 0.64% | +2,949+14.0% | Added |
| Abn Amro Investment Solutions | 24,117 | $1.09M | 0.02% | −704−2.8% | Reduced |
| SFMG, LLC | 24,238 | $1.09M | 0.08% | −20−0.1% | Reduced |
| Howland Capital Management LLC | 24,260 | $1.09M | 0.04% | −2,247−8.5% | Reduced |
| RFG Advisory, LLC | 24,385 | $1.10M | 0.02% | −2,377−8.9% | Reduced |
| Cidel Asset Management Inc | 24,446 | $1.10M | 0.06% | +1,960+8.7% | Added |
| AlphaCore Capital LLC | 24,447 | $1.10M | 0.04% | +1,952+8.7% | Added |
| Callan Family Office, LLC | 24,453 | $1.10M | 0.04% | −2,884−10.5% | Reduced |
| Orion Investment Co | 24,458 | $1.10M | 0.35% | −750−3.0% | Reduced |
| Stratos Wealth Advisors, LLC | 24,568 | $1.11M | 0.05% | +3,279+15.4% | Added |
| Insight Inv LLC | 24,596 | $1.11M | 0.65% | −6,431−20.7% | Reduced |
| Mystic Asset Management, Inc. | 24,658 | $1.11M | 0.25% | +566+2.3% | Added |
| Madden Securities Corp | 24,724 | $1.12M | 0.34% | −23,426−48.7% | Reduced |
| Westhampton Capital, LLC | 24,817 | $1.12M | 0.55% | +400+1.6% | Added |
| South State Corp. | 24,961 | $1.13M | 0.05% | −1,963−7.3% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.13M | 0.27% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.13M | 0.30% | 00.0% | Unchanged |
| Heritage Trust Co | 25,037 | $1.13M | 0.12% | −250−1.0% | Reduced |
| Level Four Advisory Services, LLC | 25,055 | $1.13M | 0.04% | +968+4.0% | Added |
| E. Ohman J:or Asset Management AB | 25,112 | $1.13M | 0.03% | −1,400−5.3% | Reduced |
| Meeder Advisory Services, Inc. | 25,163 | $1.13M | 0.05% | −1,488−5.6% | Reduced |
| Demars Financial Group, LLC | 25,372 | $1.14M | 0.40% | +7,384+41.0% | Added |