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, 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 11,851 | $639.2K | 0.18% | −1,900−13.8% | Reduced |
| Davidson Trust Co | 11,891 | $641.4K | 0.27% | −1,695−12.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,902 | $642.0K | 0.11% | −529−4.3% | Reduced |
| Lantz Financial LLC | 12,036 | $649.2K | 0.14% | +2,901+31.8% | Added |
| Indiana Trust & Investment Management CO | 12,085 | $651.9K | 0.19% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 12,096 | $652.5K | 0.04% | +4,933+68.9% | Added |
| Stone Point Wealth LLC | 12,100 | $652.7K | 0.18% | +5,680+88.5% | Added |
| Sym Financial Corp | 12,129 | $654.2K | 0.07% | +4,591+60.9% | Added |
| 3Chopt Investment Partners, LLC | 12,138 | $654.7K | 0.15% | −14,322−54.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 12,154 | $656.0K | 0.01% | −200−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 12,164 | $656.1K | 0.08% | +3,768+44.9% | Added |
| TSP Capital Management Group, LLC | – | $656.7K | 0.16% | – | – |
| Capital Group Investment Management Pte. Ltd. | 12,195 | $657.8K | 0.11% | −1,092−8.2% | Reduced |
| SlateStone Wealth, LLC | 12,190 | $658.0K | 0.06% | +12,190 | New |
| Journey Strategic Wealth LLC | 12,208 | $658.5K | 0.02% | −2,064−14.5% | Reduced |
| LVM Capital Management Ltd | 12,224 | $659.0K | 0.06% | −550−4.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 12,242 | $660.3K | 0.11% | +12,242 | New |
| Capital Financial Group Inc | 12,243 | $660.4K | 0.37% | +12,243 | New |
| Montecito Bank & Trust | 12,256 | $661.1K | 0.11% | −309−2.5% | Reduced |
| Regal Investment Advisors LLC | 12,274 | $662.0K | 0.04% | +6,192+101.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 12,304 | $663.7K | 0.20% | +12,202+11,962.7% | Added |
| Signet Financial Management, LLC | 12,368 | $667.1K | 0.07% | −742−5.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,374 | $667.5K | 0.07% | −1,161−8.6% | Reduced |
| Childress Capital Advisors, LLC | 12,378 | $667.7K | 0.11% | +4,283+52.9% | Added |
| Investment Partners, Ltd. | 12,472 | $672.7K | 0.24% | −513−4.0% | Reduced |
| Principle Wealth Partners LLC | 12,485 | $673.4K | 0.04% | +600+5.0% | Added |
| Callahan Advisors, LLC | 12,487 | $673.5K | 0.06% | +1,407+12.7% | Added |
| Wellington Shields Capital Management, LLC | 12,498 | $674.1K | 0.10% | +7,006+127.6% | Added |
| Gold Investment Management Ltd. | 12,542 | $676.5K | 0.22% | +53+0.4% | Added |
| Physicians Financial Services, Inc. | 12,567 | $678.0K | 0.18% | −339−2.6% | Reduced |
| OneAscent Financial Services LLC | 12,575 | $678.3K | 0.06% | +2,840+29.2% | Added |
| Diversify Advisory Services, LLC | 12,284 | $678.8K | 0.02% | −1,125−8.4% | Reduced |
| Keebeck Wealth Management, LLC | 12,601 | $679.7K | 0.08% | +90+0.7% | Added |
| Axim Planning & Wealth | 12,602 | $679.8K | 0.72% | +12,602 | New |
| Waters Parkerson & Co., LLC | 12,612 | $680.3K | 0.03% | −5,018−28.5% | Reduced |
| Uncommon Cents Investing LLC | 12,613 | $680.3K | 0.16% | +520+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 12,621 | $680.8K | 0.17% | +2,124+20.2% | Added |
| Richwood Investment Advisors, LLC | 11,007 | $682.3K | 0.49% | −880−7.4% | Reduced |
| Symphony Financial, Ltd. Co. | 12,628 | $682.7K | 0.09% | +6,102+93.5% | Added |
| Davis Investment Partners, LLC | 12,804 | $684.5K | 0.24% | −137−1.1% | Reduced |
| Boston Trust Walden Corp | 12,705 | $685.3K | 0.01% | −500−3.8% | Reduced |
| Blue Capital, Inc. | 12,753 | $687.9K | 0.49% | +12,753 | New |
| Northwest Wealth Management, LLC | 12,778 | $689.2K | 0.11% | +12,778 | New |
| Cooper Financial Group | 12,803 | $690.6K | 0.07% | +915+7.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,807 | $690.8K | 0.02% | −109−0.8% | Reduced |
| Old North State Trust, LLC | 12,866 | $694.0K | 0.41% | −3,166−19.7% | Reduced |
| Sovereign Financial Group, Inc. | 12,867 | $694.0K | 0.12% | +236+1.9% | Added |
| Avestar Capital, LLC | 12,869 | $694.2K | 0.05% | −158−1.2% | Reduced |
| Monetary Management Group Inc | 12,905 | $696.1K | 0.16% | −2,500−16.2% | Reduced |
| Vectors Research Management, LLC | 13,000 | $701.2K | 0.21% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 13,022 | $702.4K | 0.14% | +13,022 | New |
| Capstone Financial Advisors, Inc. | 13,030 | $702.8K | 0.04% | −5,511−29.7% | Reduced |
| KG&L Capital Management,LLC | 13,011 | $703.4K | 0.18% | −10,588−44.9% | Reduced |
| Arvest Bank Trust Division | 13,053 | $704.1K | 0.04% | +875+7.2% | Added |
| RHS Financial, LLC | 13,120 | $707.7K | 0.35% | +229+1.8% | Added |
| OpenArc Corporate Advisory, LLC | 13,123 | $707.9K | 0.01% | +13,123 | New |
| Investment Research Partners LLC | 13,134 | $708.4K | 0.30% | +179+1.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,139 | $708.7K | 0.06% | +13,139 | New |
| MBM Wealth Consultants, LLC | 13,202 | $712.1K | 0.17% | +595+4.7% | Added |
| AlphaGrep UK Ltd | 13,205 | $712.3K | 0.24% | +13,205 | New |
| Cornerstone Wealth Group, LLC | 13,225 | $713.3K | 0.05% | −43−0.3% | Reduced |
| Aventura Private Wealth, LLC | 13,296 | $717.2K | 0.26% | −1,587−10.7% | Reduced |
| Soltis Investment Advisors LLC | 13,301 | $717.4K | 0.05% | +8,401+171.4% | Added |
| Syon Capital LLC | 13,310 | $717.9K | 0.04% | +2,072+18.4% | Added |
| Sunbelt Securities, Inc. | 13,313 | $718.1K | 0.05% | +878+7.1% | Added |
| Quest Partners LLC | 13,321 | $718.5K | 0.04% | +2,004+17.7% | Added |
| Pictet & Cie (Europe) SA | 13,344 | $719.8K | 0.01% | +13,344 | New |
| Central Pacific Bank - Trust Division | 13,347 | $719.9K | 0.09% | −1,727−11.5% | Reduced |
| Alpha Cubed Investments, LLC | 13,383 | $721.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13,405 | $723.1K | 0.10% | −636−4.5% | Reduced |
| Gibbs Wealth Management | 12,947 | $723.2K | 0.17% | −2,059−13.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,416 | $723.7K | 0.01% | +502+3.9% | Added |
| Wendell David Associates Inc | 13,431 | $724.0K | 0.07% | −600−4.3% | Reduced |
| Atlas Brown,Inc. | 13,474 | $726.8K | 0.22% | −2,689−16.6% | Reduced |
| MONECO Advisors, LLC | 13,508 | $728.6K | 0.06% | −2,628−16.3% | Reduced |
| Affinity Investment Advisors, LLC | 13,532 | $729.9K | 0.48% | −130−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 13,550 | $731.0K | 0.00% | −1,539−10.2% | Reduced |
| FSM Wealth Advisors, LLC | 13,636 | $735.5K | 0.10% | +88+0.6% | Added |
| Kestra Investment Management, LLC | 13,700 | $739.0K | 0.02% | −309−2.2% | Reduced |
| Cardinal Point Capital Management, ULC | 13,763 | $742.4K | 0.05% | −2,650−16.1% | Reduced |
| ESG Planning | 13,811 | $745.0K | 0.32% | +180+1.3% | Added |
| Investment House LLC | 13,872 | $748.3K | 0.04% | +150+1.1% | Added |
| Old North State Wealth Management, LLC | 13,876 | $749.2K | 0.35% | +2,919+26.6% | Added |
| Nations Financial Group Inc, | 13,910 | $750.4K | 0.04% | +7,978+134.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,972 | $753.6K | 0.22% | −337−2.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 13,987 | $754.5K | 0.28% | −98,165−87.5% | Reduced |
| Meridian Management Co | 14,037 | $757.2K | 0.19% | −8−0.1% | Reduced |
| Lynch & Associates | 14,041 | $757.4K | 0.14% | +2,690+23.7% | Added |
| Bridges Investment Management Inc | 14,061 | $758.5K | 0.01% | +276+2.0% | Added |
| Virtus ETF Advisers LLC | 14,117 | $761.5K | 0.36% | +1,767+14.3% | Added |
| SFE Investment Counsel | 14,122 | $761.7K | 0.12% | −4,987−26.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 14,194 | $765.6K | 0.10% | +14,194 | New |
| Optiver Holding B.V. | 14,215 | $766.8K | 0.01% | +14,215 | New |
| Hunter Associates Investment Management LLC | 14,262 | $767.0K | 0.10% | +168+1.2% | Added |
| Pavion Blue Capital, LLC | 14,233 | $767.7K | 0.32% | −1,000−6.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,350 | $774.0K | 0.50% | +300+2.1% | Added |
| Cohen Capital Management, Inc. | 14,350 | $774.0K | 0.12% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 14,400 | $776.7K | 0.18% | 00.0% | Unchanged |
| GenTrust, LLC | 14,420 | $777.8K | 0.03% | +14,420 | New |
| Advyzon Investment Management, LLC | 14,431 | $778.4K | 0.09% | +4,027+38.7% | Added |