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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 105,175 | $4.74M | 0.02% | −6,626−5.9% | Reduced |
| Tiaa Trust, National Association | 104,968 | $4.73M | 0.01% | −3,337−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 103,926 | $4.69M | 0.03% | −920−0.9% | Reduced |
| Belpointe Asset Management LLC | 103,248 | $4.66M | 0.18% | +30,833+42.6% | Added |
| Cardinal Capital Management | 103,213 | $4.65M | 0.64% | +2,140+2.1% | Added |
| Thompson Investment Management, Inc. | 102,953 | $4.64M | 0.62% | +3,900+3.9% | Added |
| Ellsworth Advisors, LLC | 105,977 | $4.62M | 0.99% | +4,485+4.4% | Added |
| Glenview Trust Co | 102,386 | $4.62M | 0.07% | −3,220−3.0% | Reduced |
| Tema ETFs LLC | 102,238 | $4.61M | 0.38% | +25,997+34.1% | Added |
| Vident Advisory, LLC | 102,110 | $4.61M | 0.04% | −22,217−17.9% | Reduced |
| Atom Investors LP | 101,509 | $4.58M | 0.35% | +49,292+94.4% | Added |
| Convergence Investment Partners, LLC | 101,360 | $4.57M | 1.03% | +25,092+32.9% | Added |
| Maryland State Retirement & Pension System | 101,185 | $4.56M | 0.10% | +2,131+2.2% | Added |
| Gulf International Bank (UK) Ltd | 101,087 | $4.56M | 0.15% | −2,005−1.9% | Reduced |
| Diversified Trust Co | 101,051 | $4.56M | 0.09% | +36,288+56.0% | Added |
| Gamco Investors, Inc. Et Al | 100,794 | $4.55M | 0.04% | −1,307−1.3% | Reduced |
| FourWorld Capital Management LLC | 100,000 | $4.51M | 10.93% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 99,721 | $4.50M | 0.17% | −13,550−12.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 99,637 | $4.49M | 0.02% | −10,471−9.5% | Reduced |
| River Road Asset Management, LLC | 99,408 | $4.48M | 0.05% | −883−0.9% | Reduced |
| Securian Asset Management, Inc | 98,299 | $4.43M | 0.12% | −8,101−7.6% | Reduced |
| Welch & Forbes LLC | 97,478 | $4.40M | 0.05% | −3,028−3.0% | Reduced |
| Hudson Capital Management LLC | 96,624 | $4.36M | 1.16% | +7,760+8.7% | Added |
| Aaron Wealth Advisors | 96,044 | $4.33M | 0.26% | +6,815+7.6% | Added |
| Sciencast Management LP | 95,932 | $4.33M | 0.81% | +95,932 | New |
| Hennessy Advisors Inc | 95,700 | $4.32M | 0.15% | −1,500−1.5% | Reduced |
| Tobam | 95,595 | $4.31M | 1.56% | +14,107+17.3% | Added |
| Davy Global Fund Management Ltd | 95,110 | $4.29M | 0.29% | 00.0% | Unchanged |
| Signaturefd, LLC | 94,990 | $4.28M | 0.07% | −4,605−4.6% | Reduced |
| HM Payson & Co | 94,492 | $4.26M | 0.06% | +8,941+10.5% | Added |
| Wolverine Trading, LLC | 96,318 | $4.25M | 0.09% | +64,734+205.0% | Added |
| Thor Investment Management Inc | 94,133 | $4.25M | 2.56% | +5,293+6.0% | Added |
| Allianz SE | 94,033 | $4.24M | 0.09% | −590−0.6% | Reduced |
| Geneos Wealth Management Inc. | 93,341 | $4.21M | 0.11% | +1,110+1.2% | Added |
| Plato Investment Management Ltd | 93,470 | $4.18M | 0.28% | +11,276+13.7% | Added |
| Catherine Avery Investment Management LLC | 92,656 | $4.18M | 2.69% | +17,675+23.6% | Added |
| New Mexico Educational Retirement Board | 91,934 | $4.15M | 0.13% | −2,800−3.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 91,927 | $4.15M | 0.70% | +8,700+10.5% | Added |
| Dana Investment Advisors, Inc. | 90,612 | $4.09M | 0.12% | −54,542−37.6% | Reduced |
| NFJ Investment Group, LLC | 88,680 | $4.00M | 0.14% | −96,169−52.0% | Reduced |
| Independent Advisor Alliance | 87,635 | $3.95M | 0.10% | +13,950+18.9% | Added |
| Sage Capital Advisors,llc | 87,191 | $3.93M | 0.94% | +1,957+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 85,842 | $3.90M | 0.08% | −2,053−2.3% | Reduced |
| 1832 Asset Management L.P. | 85,780 | $3.87M | 0.01% | −5,865−6.4% | Reduced |
| Apollon Wealth Management, LLC | 85,396 | $3.85M | 0.07% | −4,453−5.0% | Reduced |
| Osborne Partners Capital Management, LLC | 83,290 | $3.76M | 0.19% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 82,079 | $3.70M | 0.00% | +3,184+4.0% | Added |
| Wright Investors Service Inc | 81,913 | $3.69M | 1.07% | −7,906−8.8% | Reduced |
| Signature Wealth Management Group | 81,693 | $3.68M | 1.43% | +6,043+8.0% | Added |
| Naples Global Advisors, LLC | 81,643 | $3.68M | 0.29% | +2,130+2.7% | Added |
| First Citizens Bank & Trust Co | 81,579 | $3.68M | 0.08% | −7,945−8.9% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $3.66M | 0.25% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 82,617 | $3.65M | 0.04% | −235,584−74.0% | Reduced |
| Versant Capital Management, Inc | 80,620 | $3.64M | 0.49% | +5,737+7.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 78,178 | $3.62M | 0.19% | 00.0% | Unchanged |
| LMR Partners LLP | 79,788 | $3.60M | 0.05% | +24,788+45.1% | Added |
| Adviser Investments LLC | 79,515 | $3.59M | 0.04% | +7,354+10.2% | Added |
| Twin Capital Management Inc | 79,124 | $3.57M | 0.45% | −30,315−27.7% | Reduced |
| Rodgers Brothers Inc. | 78,727 | $3.55M | 0.44% | −337−0.4% | Reduced |
| Searle & Co. | 78,461 | $3.54M | 0.94% | −5,899−7.0% | Reduced |
| Associated Banc-Corp | 78,270 | $3.53M | 0.09% | −7,893−9.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 78,169 | $3.53M | 0.07% | +5,390+7.4% | Added |
| Stock Yards Bank & Trust Co | 77,860 | $3.51M | 0.11% | −6,852−8.1% | Reduced |
| HB Wealth Management, LLC | 77,697 | $3.50M | 0.02% | +9,507+13.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 77,496 | $3.50M | 1.16% | +3,430+4.6% | Added |
| Axxcess Wealth Management, LLC | 77,469 | $3.49M | 0.07% | +11,703+17.8% | Added |
| Providence Capital Advisors, LLC | 77,316 | $3.49M | 0.60% | +2,429+3.2% | Added |
| Brown Brothers Harriman & Co | 77,279 | $3.49M | 0.02% | −408−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 77,015 | $3.47M | 0.12% | −1,433−1.8% | Reduced |
| Radnor Capital Management, LLC | 76,573 | $3.45M | 0.53% | −5,368−6.6% | Reduced |
| Fred Alger Management, LLC | 76,573 | $3.45M | 0.01% | +1,107+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 75,869 | $3.42M | 0.16% | +4,868+6.9% | Added |
| Jacobs Levy Equity Management, Inc | 75,589 | $3.41M | 0.01% | +39,487+109.4% | Added |
| Tower Research Capital LLC (TRC) | 75,526 | $3.41M | 0.09% | −78,432−50.9% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 75,392 | $3.40M | 1.52% | +1,915+2.6% | Added |
| Advent Capital Management | 75,000 | $3.38M | 0.08% | +75,000 | New |
| Delta Asset Management LLC | 74,798 | $3.37M | 0.29% | +1,155+1.6% | Added |
| Ar Asset Management Inc | 74,774 | $3.37M | 0.71% | 00.0% | Unchanged |
| Allstate Corp | 74,471 | $3.36M | 0.08% | +74,471 | New |
| Strategic Planning, Inc. | 74,435 | $3.36M | 1.94% | −330−0.4% | Reduced |
| Hudson Bay Capital Management LP | 74,101 | $3.34M | 0.02% | +52,309+240.0% | Added |
| Castleview Partners, LLC | 74,038 | $3.34M | 1.81% | +4,568+6.6% | Added |
| Buckingham Strategic Partners | 71,437 | $3.34M | 0.04% | +40,340+129.7% | Added |
| Empirical Finance, LLC | 73,755 | $3.33M | 0.16% | +703+1.0% | Added |
| Weiss Asset Management LP | 73,479 | $3.31M | 0.05% | +73,479 | New |
| Cypress Capital Group | 73,361 | $3.31M | 0.40% | −478−0.6% | Reduced |
| Parsons Capital Management Inc | 73,014 | $3.29M | 0.19% | −5,091−6.5% | Reduced |
| Siemens Fonds Invest GmbH | 72,984 | $3.29M | 0.18% | −2,830−3.7% | Reduced |
| First Manhattan Co | 72,794 | $3.28M | 0.01% | +38,708+113.6% | Added |
| Brevan Howard Capital Management LP | 72,658 | $3.28M | 0.05% | −90,594−55.5% | Reduced |
| Partners Capital Investment Group, LLP | 72,210 | $3.26M | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 72,072 | $3.25M | 0.03% | −404−0.6% | Reduced |
| Tufton Capital Management | 71,725 | $3.23M | 0.58% | −1,781−2.4% | Reduced |
| Boston Private Wealth LLC | 71,399 | $3.22M | 0.17% | +5,038+7.6% | Added |
| Round Hill Asset Management | 70,651 | $3.19M | 2.10% | +24,934+54.5% | Added |
| Occudo Quantitative Strategies LP | 70,512 | $3.18M | 0.39% | +70,512 | New |
| Fagan Associates, Inc. | 70,500 | $3.18M | 0.44% | −6,759−8.7% | Reduced |
| J.W. Cole Advisors, Inc. | 70,328 | $3.17M | 0.06% | −103−0.1% | Reduced |
| Integras Partners LLC | 70,280 | $3.17M | 2.56% | +22,141+46.0% | Added |
| Romano Brothers and Company | 70,237 | $3.17M | 0.36% | −1,970−2.7% | Reduced |