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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 69,478 | $3.13M | 0.09% | +9,059+15.0% | Added |
| Hillman Capital Management, Inc. | 69,440 | $3.13M | 1.82% | −2,375−3.3% | Reduced |
| Moors & Cabot, Inc. | 68,815 | $3.10M | 0.14% | −5,134−6.9% | Reduced |
| Argyle Capital Management Inc. | 68,702 | $3.10M | 1.07% | −150−0.2% | Reduced |
| Toth Financial Advisory Corp | 68,284 | $3.08M | 0.33% | −13,296−16.3% | Reduced |
| Jacobi Capital Management LLC | 68,209 | $3.08M | 0.19% | +1,770+2.7% | Added |
| Sigma Planning Corp | 68,086 | $3.07M | 0.09% | −5,412−7.4% | Reduced |
| Shorepoint Capital Partners LLC | 67,705 | $3.05M | 0.61% | +67,705 | New |
| Ostrum Asset Management | 67,236 | $3.03M | 0.14% | +19,094+39.7% | Added |
| Griffin Asset Management, Inc. | 67,226 | $3.03M | 0.34% | −4,641−6.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 66,925 | $3.02M | 0.11% | +2,026+3.1% | Added |
| Edgar Lomax Co | 66,750 | $3.01M | 0.24% | −19,840−22.9% | Reduced |
| 44 Wealth Management LLC | 66,562 | $3.00M | 1.02% | +9,257+16.2% | Added |
| CAPROCK Group, Inc. | 63,313 | $2.99M | 0.07% | +63,313 | New |
| Commonwealth Retirement Investments LLC | 65,960 | $2.97M | 1.01% | +6,777+11.5% | Added |
| Boston Partners | 65,627 | $2.96M | 0.00% | −39,832−37.8% | Reduced |
| Family Management Corp | 65,191 | $2.94M | 0.41% | −409−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,874 | $2.93M | 0.04% | −46−0.1% | Reduced |
| Benedict Financial Advisors Inc | 64,800 | $2.92M | 0.63% | −1,777−2.7% | Reduced |
| Summit Financial, LLC | 64,653 | $2.92M | 0.04% | −13,046−16.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 64,596 | $2.91M | 0.17% | +64,596 | New |
| Bessemer Group Inc | 64,027 | $2.89M | 0.00% | +4,507+7.6% | Added |
| Assenagon Asset Management S.A. | 63,939 | $2.88M | 0.00% | −230−0.4% | Reduced |
| Whittier Trust Co | 62,556 | $2.84M | 0.03% | −3,464−5.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 64,077 | $2.83M | 0.13% | −1,634−2.5% | Reduced |
| Virtu Financial LLC | 62,269 | $2.81M | 0.16% | +41,093+194.1% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 61,721 | $2.78M | 0.07% | +61,721 | New |
| Gsa Capital Partners LLP | 61,578 | $2.78M | 0.23% | +14,260+30.1% | Added |
| Aptus Capital Advisors, LLC | 61,474 | $2.77M | 0.03% | −4,077−6.2% | Reduced |
| Summit Trail Advisors, LLC | 61,235 | $2.76M | 0.04% | −322−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 61,042 | $2.75M | 0.07% | −147,164−70.7% | Reduced |
| Capital International Ltd | 60,975 | $2.75M | 0.10% | 00.0% | Unchanged |
| First Interstate Bank | 60,798 | $2.74M | 0.15% | +8,521+16.3% | Added |
| Ameritas Investment Partners, Inc. | 60,564 | $2.73M | 0.08% | −3,007−4.7% | Reduced |
| Farmers & Merchants Investments Inc | 60,218 | $2.72M | 0.08% | +539+0.9% | Added |
| American Financial Group Inc | 60,000 | $2.71M | 1.04% | 00.0% | Unchanged |
| WBI Investments | 59,803 | $2.70M | 0.69% | +40,237+205.6% | Added |
| Transcend Wealth Collective, LLC | 59,529 | $2.68M | 0.19% | +1,953+3.4% | Added |
| Kendall Capital Management | 59,482 | $2.68M | 0.60% | +3,730+6.7% | Added |
| Wesleyan Assurance Society | 59,492 | $2.68M | 0.16% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 59,222 | $2.67M | 0.08% | +583+1.0% | Added |
| Perigon Wealth Management, LLC | 59,185 | $2.67M | 0.05% | +5,655+10.6% | Added |
| Four Tree Island Advisory LLC | 59,130 | $2.67M | 1.70% | 00.0% | Unchanged |
| XML Financial, LLC | 59,062 | $2.66M | 0.22% | −3,525−5.6% | Reduced |
| Argent Trust Co | 58,991 | $2.66M | 0.09% | −4,308−6.8% | Reduced |
| Truvestments Capital LLC | 58,819 | $2.65M | 0.48% | −655−1.1% | Reduced |
| NBT Bank N A | 58,499 | $2.65M | 0.17% | −2,431−4.0% | Reduced |
| Fieldview Capital Management, LLC | 58,695 | $2.65M | 0.43% | +46,347+375.3% | Added |
| PFG Investments, LLC | 58,098 | $2.62M | 0.14% | +2,560+4.6% | Added |
| Sippican Capital Advisors | 58,052 | $2.62M | 1.73% | +1,660+2.9% | Added |
| Capital Asset Advisory Services LLC | 57,365 | $2.59M | 0.11% | +10,291+21.9% | Added |
| SIH Partners, LLLP | 57,172 | $2.58M | 0.23% | +57,172 | New |
| Quintet Private Bank (Europe) S.A. | 57,000 | $2.57M | 0.14% | +4,668+8.9% | Added |
| Sowell Financial Services LLC | 56,900 | $2.57M | 0.10% | +532+0.9% | Added |
| GF Fund Management Co. Ltd. | 56,560 | $2.55M | 0.05% | +7,181+14.5% | Added |
| Pensionmark Financial Group, LLC | 56,494 | $2.55M | 0.05% | +1,821+3.3% | Added |
| Trust Co of Vermont | 56,476 | $2.55M | 0.11% | +11,605+25.9% | Added |
| Next Level Private LLC | 56,300 | $2.54M | 0.74% | −19,299−25.5% | Reduced |
| Poehling Capital Management, LLC | 56,328 | $2.54M | 0.53% | −932−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 56,293 | $2.54M | 0.04% | −28,159−33.3% | Reduced |
| Intact Investment Management Inc. | 56,200 | $2.53M | 0.08% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 56,125 | $2.53M | 1.33% | +56,125 | New |
| SS&H Financial Advisors, Inc. | 55,900 | $2.52M | 0.77% | +2,900+5.5% | Added |
| SummitTX Capital, L.P. | 55,822 | $2.52M | 0.10% | −5,016−8.2% | Reduced |
| Cullinan Associates Inc | 55,619 | $2.51M | 0.16% | −10,312−15.6% | Reduced |
| Snowden Capital Advisors LLC | 55,134 | $2.49M | 0.07% | −4,257−7.2% | Reduced |
| Leelyn Smith, LLC | 55,004 | $2.48M | 0.37% | +5,956+12.1% | Added |
| MUFG Securities Americas Inc. | 54,888 | $2.48M | 0.16% | +9,785+21.7% | Added |
| Wedbush Securities Inc | 54,858 | $2.47M | 0.08% | −2,099−3.7% | Reduced |
| Kerusso Capital Management LLC | 54,539 | $2.46M | 1.51% | +36,742+206.5% | Added |
| Bonness Enterprises Inc | 54,300 | $2.45M | 0.80% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 53,878 | $2.43M | 0.76% | +1,032+2.0% | Added |
| Park Avenue Securities LLC | 53,831 | $2.43M | 0.02% | +17,266+47.2% | Added |
| Shelter Mutual Insurance Co | 53,800 | $2.43M | 0.54% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 53,633 | $2.42M | 0.16% | −1,547−2.8% | Reduced |
| Vise Technologies, Inc. | 53,591 | $2.42M | 0.09% | −22,861−29.9% | Reduced |
| First National Trust Co | 53,564 | $2.42M | 0.08% | +15,742+41.6% | Added |
| Savant Capital, LLC | 53,483 | $2.41M | 0.01% | −3,072−5.4% | Reduced |
| Berkeley Capital Partners, LLC | 53,366 | $2.41M | 0.57% | +4,294+8.8% | Added |
| Venture Visionary Partners LLC | 53,075 | $2.39M | 0.08% | −7,201−11.9% | Reduced |
| Merit Financial Group, LLC | 52,673 | $2.38M | 0.02% | +11,238+27.1% | Added |
| Foster & Motley Inc | 52,415 | $2.36M | 0.13% | +922+1.8% | Added |
| ISAM Funds (UK) Ltd | 52,254 | $2.36M | 0.48% | +52,254 | New |
| LMG Wealth Partners, LLC | 52,252 | $2.36M | 0.44% | +4,519+9.5% | Added |
| IFG Advisory, LLC | 51,811 | $2.34M | 0.11% | +51,811 | New |
| Brinker Capital Investments, LLC | 51,484 | $2.32M | 0.02% | +3,528+7.4% | Added |
| Carret Asset Management, LLC | 51,395 | $2.32M | 0.23% | +2,288+4.7% | Added |
| V-Square Quantitative Management LLC | 51,363 | $2.32M | 0.39% | +2,535+5.2% | Added |
| Meridian Wealth Management, LLC | 51,116 | $2.31M | 0.09% | +777+1.5% | Added |
| Ossiam | 51,042 | $2.30M | 0.03% | +7,781+18.0% | Added |
| HighPoint Advisor Group LLC | 50,874 | $2.29M | 0.11% | −2,600−4.9% | Reduced |
| Edgewood Management LLC | 50,575 | $2.28M | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 50,404 | $2.27M | 0.14% | −1,894−3.6% | Reduced |
| Gries Financial LLC | 50,378 | $2.27M | 0.36% | +722+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 50,280 | $2.27M | 0.04% | −42−0.1% | Reduced |
| Dakota Wealth Management | 50,219 | $2.26M | 0.05% | −9,659−16.1% | Reduced |
| Dean Investment Associates, LLC | 49,738 | $2.24M | 0.31% | −1,980−3.8% | Reduced |
| Verity Asset Management, Inc. | 49,422 | $2.23M | 0.73% | +29,734+151.0% | Added |
| Citizens Financial Group Inc | 49,283 | $2.22M | 0.03% | +5,070+11.5% | Added |
| Iowa State Bank | 48,882 | $2.20M | 0.42% | −322−0.7% | Reduced |