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, Q4 2025
Institutional positions in Bristol Myers Squibb Co as of Dec 31, 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
- 2,462
- +233 vs. Q3 2025
- Shares held
- 1.64B
- +61.5M (+3.9%) vs. Q3 2025
- Total value
- $88.5B
- +$17.2B (+24.2%) vs. Q3 2025
- New holders
- 378
- 875 more added
- Sold out
- 145
- 956 more reduced
48 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 10,118 | $545.8K | 0.03% | +2,142+26.9% | Added |
| Tower Trust & Investment Co | 10,127 | $546.1K | 0.34% | +11+0.1% | Added |
| Baxter Bros Inc | 10,131 | $546.5K | 0.06% | −270−2.6% | Reduced |
| Nichols & Pratt Advisers LLP | 10,145 | $547.2K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,146 | $547.3K | 0.03% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 10,151 | $547.6K | 0.30% | −328−3.1% | Reduced |
| Keel Point, LLC | 10,158 | $547.9K | 0.03% | +2,104+26.1% | Added |
| Secure Asset Management, LLC | 10,184 | $549.3K | 0.09% | +62+0.6% | Added |
| Lansing Street Advisors | 10,193 | $549.8K | 0.14% | −68−0.7% | Reduced |
| Harold Davidson & Associates Inc. | 10,201 | $550.2K | 0.24% | −160−1.5% | Reduced |
| Traub Capital Management LLC | 10,228 | $551.7K | 0.53% | +200+2.0% | Added |
| Investors Asset Management of Georgia Inc | 10,234 | $552.0K | 0.23% | −65−0.6% | Reduced |
| TRUE Private Wealth Advisors | 10,236 | $552.1K | 0.06% | +103+1.0% | Added |
| Ameriflex Group, Inc. | 10,238 | $552.3K | 0.29% | +6,171+151.7% | Added |
| Kentucky Trust Co | 10,242 | $552.5K | 0.29% | +1,767+20.8% | Added |
| Armis Advisers, LLC | 9,618 | $552.8K | 0.06% | +5,166+116.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 10,280 | $554.5K | 0.17% | +10,280 | New |
| Kathmere Capital Management, LLC | 10,294 | $555.3K | 0.04% | +4,897+90.7% | Added |
| Westmount Partners, LLC | 10,356 | $558.6K | 0.14% | −52−0.5% | Reduced |
| Indivisible Partners | 10,395 | $560.0K | 0.06% | +10,395 | New |
| Knightsbridge Asset Management, LLC | 10,419 | $562.0K | 0.09% | +10,419 | New |
| BCS Wealth Management | 10,442 | $563.3K | 0.06% | +5,221+100.0% | Added |
| StoneX Group Inc. | 10,463 | $564.7K | 0.02% | +683+7.0% | Added |
| Centennial Bank | 10,469 | $564.7K | 0.22% | −100−0.9% | Reduced |
| Cynosure Management, LLC | 10,475 | $565.0K | 0.06% | +10,475 | New |
| First Financial Bank - Trust Division | 10,490 | $565.8K | 0.05% | +134+1.3% | Added |
| Beacon Investment Advisors LLC | 10,494 | $566.1K | 0.23% | −10−0.1% | Reduced |
| 71 West Capital Partners | 10,500 | $566.4K | 0.03% | +10,500 | New |
| Adams Wealth Management | 10,528 | $567.9K | 0.12% | −706−6.3% | Reduced |
| Plancorp, LLC | 10,557 | $569.4K | 0.02% | −374−3.4% | Reduced |
| Ransom Advisory, Ltd | 10,626 | $573.2K | 0.23% | −1,400−11.6% | Reduced |
| Smith, Salley & Associates | 10,652 | $574.6K | 0.03% | +1,486+16.2% | Added |
| GeoWealth Management, LLC | 10,655 | $574.7K | 0.02% | −239−2.2% | Reduced |
| Aspen Investment Management Inc | 10,664 | $575.0K | 0.17% | +3,725+53.7% | Added |
| Woodmont Investment Counsel LLC | 10,712 | $577.8K | 0.04% | −699−6.1% | Reduced |
| New Age Alpha Advisors, LLC | 10,716 | $578.0K | 0.02% | +10,716 | New |
| Asahi Life Asset Management Co., Ltd. | 10,740 | $579.3K | 0.32% | +10,740 | New |
| Great Valley Advisor Group, Inc. | 10,748 | $579.6K | 0.01% | +551+5.4% | Added |
| Farmers National Bank | 10,762 | $580.5K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 10,764 | $580.6K | 0.08% | +2,194+25.6% | Added |
| SOL Capital Management CO | 10,768 | $581.0K | 0.05% | +1,500+16.2% | Added |
| Paradigm Financial Partners, LLC | 10,776 | $581.2K | 0.06% | +2,212+25.8% | Added |
| Aries Wealth Management | 10,803 | $582.7K | 0.13% | −280−2.5% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 10,806 | $582.9K | 0.09% | +10,806 | New |
| Winning Points Advisors, LLC | 10,808 | $583.0K | 0.66% | +10,808 | New |
| Drive Wealth Management, LLC | 10,809 | $583.1K | 0.11% | +5,695+111.4% | Added |
| Everett Harris & Co | 10,813 | $583.3K | 0.01% | −3,000−21.7% | Reduced |
| Tortuga Wealth Management, Inc | 10,827 | $584.0K | 0.62% | +10,827 | New |
| Jaffetilchin Investment Partners, LLC | 10,864 | $586.0K | 0.03% | −884−7.5% | Reduced |
| Pettinga Financial Advisors, LLC | 10,881 | $586.9K | 0.11% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 10,894 | $587.6K | 0.37% | +1,375+14.4% | Added |
| Yanni & Associates Investment Advisors, LLC | 10,900 | $587.9K | 0.59% | +10,900 | New |
| WealthShield Partners, LLC | 10,907 | $588.3K | 0.06% | +759+7.5% | Added |
| Knuff & Co LLC | 10,938 | $590.0K | 0.17% | +200+1.9% | Added |
| BSW Wealth Partners | 10,938 | $590.0K | 0.07% | −349−3.1% | Reduced |
| Polymer Capital Management (US) LLC | 10,941 | $590.2K | 0.08% | +3,525+47.5% | Added |
| Chancellor Financial Group WB LP | 10,984 | $592.5K | 0.41% | +2,501+29.5% | Added |
| Baader Bank INC | 11,082 | $593.4K | 0.05% | +1,229+12.5% | Added |
| SageView Advisory Group, LLC | 11,034 | $595.2K | 0.02% | +1,036+10.4% | Added |
| Fulcrum Asset Management LLP | 11,010 | $596.9K | 0.17% | −326−2.9% | Reduced |
| YHB Investment Advisors, Inc. | 11,103 | $598.9K | 0.04% | −42−0.4% | Reduced |
| First Nebraska Trust Co | 11,107 | $599.1K | 0.05% | −33−0.3% | Reduced |
| Ipsen Advisor Group LLC | 11,160 | $602.0K | 0.43% | +400+3.7% | Added |
| Confluence Wealth Services, Inc. | 11,161 | $602.0K | 0.02% | −318−2.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,181 | $603.1K | 0.06% | +30.0% | Added |
| Aspire Capital Advisors LLC | 11,183 | $603.2K | 0.14% | −26−0.2% | Reduced |
| Pettee Investors, Inc. | 11,224 | $605.4K | 0.34% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 11,229 | $605.7K | 0.48% | +11,229 | New |
| Eaton Financial Holdings Company, LLC | 11,232 | $605.9K | 0.16% | +1,903+20.4% | Added |
| Michels Family Financial, LLC | 11,248 | $606.7K | 0.45% | +190+1.7% | Added |
| Mizuho Markets Cayman LP | 11,264 | $607.6K | 0.03% | +11,264 | New |
| Wick Capital Partners, LLC | 11,265 | $607.6K | 0.11% | +11,265 | New |
| O'Rourke & Company, Inc | 11,286 | $608.8K | 0.24% | +2,567+29.4% | Added |
| Independence Bank of Kentucky | 11,293 | $609.1K | 0.08% | −349−3.0% | Reduced |
| Lewis Asset Management, LLC | 11,298 | $609.4K | 0.25% | +744+7.0% | Added |
| Anchor Investment Management, LLC | 11,317 | $610.5K | 0.05% | +371+3.4% | Added |
| Biltmore Family Office, LLC | 11,357 | $612.6K | 0.08% | +1,160+11.4% | Added |
| Sagewood Asset Management LP | 11,474 | $618.9K | 0.22% | +11,474 | New |
| Capital Analysts, LLC | 11,465 | $619.0K | 0.02% | −1,363−10.6% | Reduced |
| Hartford Financial Management Inc. | 11,478 | $619.1K | 0.16% | −2,334−16.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 11,501 | $620.4K | 0.09% | +444+4.0% | Added |
| Retirement Planning Co of New England, Inc. | 11,506 | $620.7K | 0.25% | −69−0.6% | Reduced |
| Clarius Group, LLC | 11,510 | $620.8K | 0.04% | −1,027−8.2% | Reduced |
| Chicago Capital, LLC | 11,570 | $624.1K | 0.02% | +405+3.6% | Added |
| Cove Private Wealth, LLC | 11,575 | $624.4K | 0.19% | −695−5.7% | Reduced |
| Argos Wealth Advisors, LLC | 11,600 | $625.7K | 0.18% | +11,600 | New |
| Apriem Advisors | 11,642 | $628.0K | 0.06% | +430+3.8% | Added |
| Kaufman Rossin Wealth, LLC | 11,653 | $628.6K | 0.33% | +11,653 | New |
| Park Circle Co | 11,700 | $631.1K | 0.57% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 11,700 | $631.1K | 0.62% | +11,700 | New |
| Opinicus Capital, Inc. | 11,702 | $631.2K | 0.44% | −6,373−35.3% | Reduced |
| Welch Group, LLC | 11,711 | $631.7K | 0.02% | +720+6.6% | Added |
| Atwood & Palmer Inc | 11,728 | $632.6K | 0.04% | 00.0% | Unchanged |
| Steadtrust LLC | 11,732 | $632.8K | 0.39% | +11,732 | New |
| Impact Partnership Wealth, LLC | 11,739 | $633.2K | 0.08% | −20,813−63.9% | Reduced |
| Quadcap Wealth Management, LLC | 11,754 | $634.0K | 0.07% | −621−5.0% | Reduced |
| KRS Capital Management, LLC | 11,774 | $635.1K | 0.37% | +10+0.1% | Added |
| Diversify Wealth Management, LLC | 11,364 | $635.5K | 0.03% | −670−5.6% | Reduced |
| Waldron Private Wealth LLC | 11,795 | $636.2K | 0.03% | −148−1.2% | Reduced |
| Northcape Wealth Management, LLC | 11,803 | $636.6K | 0.18% | −501−4.1% | Reduced |