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, 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 | 2,530 | $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, 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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 5,920 | $267.0K | 0.03% | +41+0.7% | Added |
| Pacitti Group Inc. | 5,928 | $267.4K | 0.10% | −29,722−83.4% | Reduced |
| Nations Financial Group Inc, | 5,932 | $267.6K | 0.02% | −115−1.9% | Reduced |
| Phillips Wealth Planners LLC | 5,940 | $268.1K | 0.22% | −1,595−21.2% | Reduced |
| Private Wealth Partners, LLC | 5,950 | $268.3K | 0.02% | −8,000−57.3% | Reduced |
| Venturi Wealth Management, LLC | 5,958 | $268.7K | 0.01% | +451+8.2% | Added |
| Cascade Investment Group, Inc. | 5,964 | $269.0K | 0.18% | −150−2.5% | Reduced |
| Zhang Financial LLC | 5,964 | $269.0K | 0.01% | −516−8.0% | Reduced |
| McAdam, LLC | 5,973 | $269.4K | 0.01% | +372+6.6% | Added |
| Aberdeen Wealth Management LLC | 5,979 | $269.7K | 0.17% | −287−4.6% | Reduced |
| Empire Financial Management Company, LLC | 5,990 | $270.2K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,996 | $270.4K | 0.02% | −2,972−33.1% | Reduced |
| Capital Square, LLC | 6,003 | $270.8K | 0.14% | +59+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 6,004 | $270.8K | 0.02% | +2,180+57.0% | Added |
| Cohen & Steers, Inc. | 6,000 | $271.0K | 0.00% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 6,028 | $271.9K | 0.17% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6,028 | $271.9K | 0.12% | +623+11.5% | Added |
| Aegis Wealth Management LLC | 6,038 | $272.3K | 0.15% | +6,038 | New |
| Ironwood Investment Management LLC | 6,047 | $272.7K | 0.12% | 00.0% | Unchanged |
| Salzhauer Michael | 6,053 | $273.0K | 0.16% | −64−1.0% | Reduced |
| Chase Investment Counsel Corp | 6,072 | $273.0K | 0.08% | +6,072 | New |
| Ritter Daniher Financial Advisory LLC | 6,063 | $273.5K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,074 | $273.9K | 0.04% | −911−13.0% | Reduced |
| Jim Saulnier & Associates, LLC | 6,076 | $274.0K | 0.15% | +6,076 | New |
| WT Wealth Management | 6,080 | $274.2K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 6,082 | $274.3K | 0.02% | +126+2.1% | Added |
| Summit Asset Management, LLC | 6,094 | $274.8K | 0.04% | −566−8.5% | Reduced |
| Naviter Wealth, LLC | 6,094 | $274.8K | 0.03% | +80+1.3% | Added |
| First National Bank | 6,116 | $275.8K | 0.15% | −105−1.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 6,205 | $276.4K | 0.03% | +6,205 | New |
| SCS Capital Management LLC | 6,130 | $276.5K | 0.00% | −841−12.1% | Reduced |
| Accurate Wealth Management, LLC | 6,316 | $276.7K | 0.04% | −512−7.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,148 | $277.3K | 0.13% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,182 | $278.8K | 0.22% | −293−4.5% | Reduced |
| Rede Wealth, LLC | 6,182 | $278.8K | 0.22% | +6,182 | New |
| Bailard, Inc. | 6,185 | $278.9K | 0.01% | −2,241−26.6% | Reduced |
| PDS Planning, Inc | 6,187 | $279.0K | 0.02% | −1,713−21.7% | Reduced |
| River Wealth Advisors LLC | 6,195 | $279.4K | 0.03% | −431−6.5% | Reduced |
| Trilogy Capital Inc. | 6,196 | $279.5K | 0.01% | +1,558+33.6% | Added |
| Cornerstone Advisory, LLC | 6,199 | $279.6K | 0.03% | +32+0.5% | Added |
| 1858 Wealth Management, LLC | 6,200 | $279.6K | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,201 | $279.7K | 0.03% | −4,208−40.4% | Reduced |
| NWF Advisory Services Inc. | 6,202 | $279.7K | 0.03% | −439−6.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,202 | $279.7K | 0.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,203 | $279.7K | 0.01% | −1,450−18.9% | Reduced |
| New England Capital Financial Advisors LLC | 6,215 | $280.3K | 0.12% | +15+0.2% | Added |
| Novem Group | 6,219 | $280.5K | 0.03% | +6,219 | New |
| Hilton Capital Management, LLC | 6,220 | $280.5K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6,231 | $281.0K | 0.05% | +1,618+35.1% | Added |
| Meiji Yasuda Life Insurance Co | 6,239 | $281.4K | 0.01% | +453+7.8% | Added |
| Evoke Wealth, LLC | 6,240 | $281.4K | 0.01% | +912+17.1% | Added |
| Westside Investment Management, Inc. | 6,192 | $281.9K | 0.05% | +381+6.6% | Added |
| Farmers Trust Co | 6,261 | $282.4K | 0.05% | +430+7.4% | Added |
| McLean Asset Management Corp | 6,273 | $283.1K | 0.06% | −58−0.9% | Reduced |
| Barrett & Company, Inc. | 6,287 | $283.5K | 0.10% | +8+0.1% | Added |
| Grace & White Inc | 6,293 | $283.8K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 6,309 | $284.5K | 0.30% | −50−0.8% | Reduced |
| OneAscent Wealth Management LLC | 6,309 | $284.5K | 0.10% | −45−0.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 6,312 | $284.7K | 0.08% | −1,218−16.2% | Reduced |
| Millstone Evans Group, LLC | 6,325 | $285.3K | 0.18% | −26−0.4% | Reduced |
| Ifrah Financial Services, Inc. | 6,327 | $285.4K | 0.07% | +14+0.2% | Added |
| PFG Advisors | 6,349 | $286.4K | 0.01% | +6,349 | New |
| Grant Private Wealth Management Inc | 6,356 | $286.7K | 0.18% | +6,356 | New |
| Sovran Advisors, LLC | 6,285 | $286.7K | 0.03% | +100+1.6% | Added |
| PharVision Advisers, LLC | 6,358 | $286.7K | 0.16% | +6,358 | New |
| Kapstone Financial Advisors LLC | 6,375 | $287.5K | 0.14% | −796−11.1% | Reduced |
| Saranac Partners Ltd | 6,381 | $287.8K | 0.05% | +1,551+32.1% | Added |
| Meritage Portfolio Management | 6,384 | $287.9K | 0.02% | −66−1.0% | Reduced |
| Good Steward Wealth Advisors,LLC | 6,384 | $287.9K | 0.20% | −3,691−36.6% | Reduced |
| Gradient Investments LLC | 6,387 | $288.1K | 0.00% | +1,005+18.7% | Added |
| Strategic Advisors LLC | 6,394 | $288.4K | 0.05% | +20.0% | Added |
| Finer Wealth Management, Inc. | 6,405 | $288.9K | 0.14% | −4,593−41.8% | Reduced |
| Stone Point Wealth LLC | 6,420 | $289.5K | 0.08% | −1,500−18.9% | Reduced |
| Unified Investment Management | 6,435 | $290.2K | 0.29% | −1,135−15.0% | Reduced |
| Tilson Financial Group, Inc. | 6,445 | $290.7K | 0.10% | +259+4.2% | Added |
| Avantra Family Wealth, Inc. | 6,448 | $290.8K | 0.22% | +6,448 | New |
| Hohimer Wealth Management, LLC | 6,468 | $291.7K | 0.04% | +66+1.0% | Added |
| KPP Advisory Services LLC | 6,473 | $291.9K | 0.04% | −21−0.3% | Reduced |
| Tudor Financial Inc. | 6,477 | $292.1K | 0.16% | −22−0.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,500 | $293.1K | 0.26% | −250−3.7% | Reduced |
| Symphony Financial, Ltd. Co. | 6,526 | $293.5K | 0.04% | −277−4.1% | Reduced |
| Becker Capital Management Inc | 6,512 | $293.7K | 0.01% | −700−9.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,528 | $294.4K | 0.07% | +634+10.8% | Added |
| Cozad Asset Management Inc | 6,532 | $294.6K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6,559 | $295.8K | 0.02% | −737−10.1% | Reduced |
| RS Crum Inc. | 6,570 | $296.3K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,574 | $296.5K | 0.15% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 6,585 | $297.0K | 0.22% | −758−10.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,590 | $297.2K | 0.01% | −503−7.1% | Reduced |
| One Charles Private Wealth Services, LLC | 6,600 | $297.7K | 0.08% | −433−6.2% | Reduced |
| Rexford Capital Inc | 6,601 | $297.7K | 0.23% | +170+2.6% | Added |
| Narus Financial Partners, LLC | 6,615 | $298.3K | 0.08% | +6,615 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,618 | $298.5K | 0.03% | +6,618 | New |
| Boston Research & Management Inc | 6,660 | $300.4K | 0.07% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,664 | $300.5K | 0.00% | −223−3.2% | Reduced |
| Vanguard Capital Wealth Advisors | 6,671 | $300.9K | 0.24% | +745+12.6% | Added |
| OneAscent Investment Solutions LLC | 6,671 | $300.9K | 0.32% | −2,659−28.5% | Reduced |
| Wilkins Investment Counsel Inc | 6,700 | $302.2K | 0.04% | 00.0% | Unchanged |
| Northeast Investment Management | 6,705 | $302.4K | 0.01% | −1,255−15.8% | Reduced |
| Cromwell Holdings LLC | 6,710 | $302.6K | 0.16% | +54+0.8% | Added |