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 |
|---|---|---|---|---|---|
| MFA Wealth Services | 6,714 | $302.8K | 0.21% | +368+5.8% | Added |
| First Bank & Trust | 6,719 | $303.0K | 0.05% | −21,612−76.3% | Reduced |
| Burford Brothers, Inc. | 6,724 | $303.3K | 0.13% | −7−0.1% | Reduced |
| Asset Dedication, LLC | 6,733 | $303.7K | 0.02% | −320−4.5% | Reduced |
| Valley Brook Capital Group | 6,770 | $305.3K | 0.21% | −50−0.7% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 6,774 | $305.5K | 0.18% | +58+0.9% | Added |
| Spire Wealth Management | 6,791 | $306.3K | 0.01% | −1,137−14.3% | Reduced |
| West Family Investments, Inc. | 6,797 | $306.5K | 0.07% | −4,060−37.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 6,803 | $306.8K | 0.13% | −545−7.4% | Reduced |
| McDonald Partners LLC | 6,823 | $307.7K | 0.09% | −50−0.7% | Reduced |
| Empower Advisory Group, LLC | 6,840 | $308.5K | 0.00% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,855 | $309.2K | 0.15% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 6,857 | $309.3K | 0.09% | −1,560−18.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,889 | $310.7K | 0.03% | +900+15.0% | Added |
| Cross Staff Investments Inc | 6,899 | $311.1K | 0.22% | +11+0.2% | Added |
| Wallace Advisory Group, LLC | 6,746 | $312.3K | 0.25% | −1,382−17.0% | Reduced |
| Portfolio Design Labs, LLC | 6,924 | $312.3K | 0.05% | −52,276−88.3% | Reduced |
| Aspen Investment Management Inc | 6,939 | $313.0K | 0.12% | −825−10.6% | Reduced |
| Natural Investments, LLC | 6,957 | $313.0K | 0.08% | −197−2.8% | Reduced |
| Chesapeake Wealth Management | 6,941 | $313.0K | 0.10% | −309−4.3% | Reduced |
| Apexium Financial, LP | 6,950 | $313.4K | 0.02% | −149−2.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,970 | $314.0K | 0.00% | +1,170+20.2% | Added |
| Evermay Wealth Management LLC | 7,001 | $315.7K | 0.04% | −127−1.8% | Reduced |
| Waddell & Associates, LLC | 7,007 | $316.0K | 0.03% | +459+7.0% | Added |
| Severin Investments, LLC | 7,018 | $316.5K | 0.28% | −5,975−46.0% | Reduced |
| Albert D Mason Inc | 7,023 | $316.7K | 0.21% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 7,023 | $316.7K | 0.05% | +7,023 | New |
| Legacy Advisors, LLC | 7,027 | $316.9K | 0.04% | +7,027 | New |
| Bank of New Hampshire | 7,042 | $317.6K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7,050 | $317.9K | 0.11% | +516+7.9% | Added |
| Fiduciary Family Office, LLC | 7,053 | $318.1K | 0.09% | −7,338−51.0% | Reduced |
| LVW Advisors, LLC | 7,057 | $318.3K | 0.03% | +2,504+55.0% | Added |
| Bridgewater Advisors Inc. | 6,837 | $318.8K | 0.02% | +99+1.5% | Added |
| Invested Advisors | 5,616 | $319.0K | 0.46% | +5,616 | New |
| Calamos Wealth Management LLC | 7,082 | $319.4K | 0.01% | +560+8.6% | Added |
| Vista Private Wealth Partners. LLC | 6,900 | $319.4K | 0.10% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,091 | $319.8K | 0.14% | +325+4.8% | Added |
| Keystone Financial Group | 7,136 | $321.8K | 0.02% | +332+4.9% | Added |
| Blue Fin Capital, Inc. | 7,139 | $322.0K | 0.05% | −74−1.0% | Reduced |
| Prudent Man Advisors, LLC | 7,141 | $322.1K | 0.12% | −5,162−42.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 7,144 | $322.2K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7,150 | $322.5K | 0.05% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,159 | $322.9K | 0.09% | +20.0% | Added |
| Financial Advisory Service, Inc. | 7,163 | $323.0K | 0.02% | −71−1.0% | Reduced |
| Secured Retirement Advisors, LLC | 7,165 | $323.2K | 0.18% | +2,486+53.1% | Added |
| New South Capital Management Inc | 7,189 | $324.2K | 0.01% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 7,199 | $324.7K | 0.07% | −418−5.5% | Reduced |
| Alhambra Investment Partners LLC | 7,227 | $325.9K | 0.15% | −1,570−17.8% | Reduced |
| TBH Global Asset Management, LLC | 7,256 | $327.2K | 0.06% | −1,674−18.7% | Reduced |
| Gables Capital Management Inc. | 7,259 | $327.4K | 0.14% | −350−4.6% | Reduced |
| Bayforest Capital Ltd | 7,261 | $327.5K | 0.16% | −2,018−21.7% | Reduced |
| CoreFirst Bank & Trust | 7,267 | $327.7K | 0.18% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 7,283 | $328.5K | 0.11% | −65−0.9% | Reduced |
| Catalyst Financial Partners LLC | 7,300 | $329.2K | 0.04% | −653−8.2% | Reduced |
| King Wealth | 7,316 | $330.0K | 0.04% | +60+0.8% | Added |
| Flagship Wealth Advisors, LLC | 7,321 | $330.2K | 0.11% | +114+1.6% | Added |
| MKT Advisors LLC | 6,964 | $330.3K | 0.12% | −301−4.1% | Reduced |
| Wealth Advisory Solutions, LLC | 7,348 | $331.4K | 0.08% | +525+7.7% | Added |
| Horst & Graben Wealth Management LLC | 7,356 | $331.7K | 0.05% | −296−3.9% | Reduced |
| LBMC Investment Advisors, LLC | 7,358 | $331.8K | 0.02% | +378+5.4% | Added |
| Advisors Management Group Inc | 7,365 | $332.0K | 0.06% | +355+5.1% | Added |
| Magnus Financial Group LLC | 7,368 | $332.3K | 0.03% | −2,872−28.0% | Reduced |
| Lecap Asset Management Ltd | 7,368 | $332.3K | 0.12% | −19,756−72.8% | Reduced |
| Polymer Capital Management (US) LLC | 7,416 | $334.5K | 0.04% | +7,416 | New |
| Keystone Wealth Services, LLC | 7,462 | $336.5K | 0.07% | +1,111+17.5% | Added |
| MCF Advisors LLC | 7,480 | $337.3K | 0.02% | −103−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 7,482 | $337.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 7,491 | $337.8K | 0.14% | +1,350+22.0% | Added |
| Dumont & Blake Investment Advisors LLC | 7,510 | $338.7K | 0.08% | −1,119−13.0% | Reduced |
| Vaughan David Investments LLC | 7,517 | $339.0K | 0.01% | −343−4.4% | Reduced |
| Enterprise Financial Services Corp | 7,518 | $339.1K | 0.17% | +204+2.8% | Added |
| Aprio Wealth Management, LLC | 7,529 | $339.6K | 0.03% | +2,302+44.0% | Added |
| Sym Financial Corp | 7,538 | $340.0K | 0.04% | −1,047−12.2% | Reduced |
| Advisor OS, LLC | 7,540 | $340.0K | 0.03% | +9+0.1% | Added |
| Litman Gregory Asset Management LLC | 7,540 | $340.1K | 0.03% | +7,540 | New |
| Souders Financial Advisors | 7,544 | $340.2K | 0.04% | −284−3.6% | Reduced |
| Trust Point Inc. | 7,545 | $340.3K | 0.03% | −386−4.9% | Reduced |
| Allegheny Financial Group LTD | 7,572 | $341.5K | 0.06% | −226−2.9% | Reduced |
| Atala Financial Inc | 7,592 | $342.4K | 0.22% | −212−2.7% | Reduced |
| Quantitative Investment Management, LLC | 7,635 | $344.0K | 0.05% | −55,763−88.0% | Reduced |
| Arvest Investments, Inc. | 7,635 | $344.4K | 0.05% | −73−0.9% | Reduced |
| Crewe Advisors LLC | 7,657 | $345.3K | 0.03% | +7,657 | New |
| Beacon Investment Advisory Services, Inc. | 7,663 | $345.6K | 0.01% | −400−5.0% | Reduced |
| J. Team Financial, Inc. | 7,678 | $346.3K | 0.35% | +7,678 | New |
| Sumitomo Life Insurance Co | 7,686 | $346.6K | 0.01% | −413−5.1% | Reduced |
| Prosperity Consulting Group, LLC | 7,693 | $347.0K | 0.02% | −145−1.8% | Reduced |
| Parcion Private Wealth LLC | 7,695 | $347.0K | 0.02% | +1,392+22.1% | Added |
| Meadow Creek Wealth Advisors LLC | 8,005 | $347.3K | 0.23% | −521−6.1% | Reduced |
| Heritage Wealth Management, Inc. | 7,708 | $347.6K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,714 | $347.9K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 7,735 | $348.8K | 0.02% | −2,173−21.9% | Reduced |
| Quotient Wealth Partners, LLC | 7,782 | $350.9K | 0.01% | −1,766−18.5% | Reduced |
| Hardy Reed LLC | 7,814 | $352.4K | 0.03% | +1,125+16.8% | Added |
| Haven Capital Group, Inc. | 7,839 | $354.0K | 0.32% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 7,869 | $354.9K | 0.02% | −168−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 7,890 | $355.8K | 0.04% | −548−6.5% | Reduced |
| Sax Wealth Advisors, LLC | 7,896 | $356.1K | 0.02% | +1,795+29.4% | Added |
| National Wealth Management Group, LLC | 7,905 | $356.5K | 0.13% | −954−10.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 7,970 | $359.0K | 0.12% | +4+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,965 | $359.2K | 0.09% | 00.0% | Unchanged |