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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 14,457 | $780.0K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 14,461 | $780.0K | 0.20% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 14,517 | $783.0K | 0.18% | +282+2.0% | Added |
| QVR LLC | 14,520 | $783.2K | 0.55% | +14,520 | New |
| Penobscot Investment Management Company, Inc. | 14,578 | $786.3K | 0.06% | −500−3.3% | Reduced |
| Essex Savings Bank | 14,581 | $786.3K | 0.17% | −564−3.7% | Reduced |
| Crestwood Advisors Group LLC | 14,619 | $788.5K | 0.01% | −127−0.9% | Reduced |
| Main Street Research LLC | 14,620 | $788.6K | 0.05% | −95−0.6% | Reduced |
| Point Nemo Capital, LLC | 14,634 | $789.4K | 0.78% | +14,634 | New |
| Redwood Wealth Management Group, LLC | 14,670 | $791.3K | 0.33% | +1,150+8.5% | Added |
| Red Door Wealth Management, LLC | 14,736 | $794.9K | 0.08% | −1,536−9.4% | Reduced |
| Nwam LLC | 14,588 | $795.0K | 0.04% | +2,595+21.6% | Added |
| bLong Financial, LLC | 14,742 | $795.2K | 0.56% | 00.0% | Unchanged |
| Accredited Investors Inc. | 14,766 | $796.5K | 0.04% | +30.0% | Added |
| Capula Management Ltd | 14,795 | $798.0K | 0.01% | +10,941+283.9% | Added |
| Spinnaker Trust | 14,848 | $800.9K | 0.04% | −258−1.7% | Reduced |
| Founders Financial Securities LLC | 14,848 | $800.9K | 0.05% | +1,106+8.0% | Added |
| Pure Financial Advisors, Inc. | 14,944 | $806.1K | 0.01% | +2,627+21.3% | Added |
| New England Research & Management, Inc. | 14,955 | $806.7K | 0.35% | −11,706−43.9% | Reduced |
| Aso Group Ltd | 15,116 | $815.0K | 0.32% | +15,116 | New |
| Athena Investment Management | 15,115 | $815.3K | 0.42% | +200+1.3% | Added |
| Richard W. Paul & Associates, LLC | 15,115 | $815.3K | 0.27% | +1,196+8.6% | Added |
| GWN Securities Inc. | 15,138 | $816.6K | 0.17% | +973+6.9% | Added |
| CacheTech Inc. | 15,279 | $824.1K | 0.15% | +4,045+36.0% | Added |
| DGS Capital Management, LLC | 15,328 | $826.8K | 0.14% | +5,070+49.4% | Added |
| Cladis Investment Advisory, LLC | 15,350 | $828.0K | 0.45% | −13,757−47.3% | Reduced |
| Garrison Point Advisors, LLC | 15,389 | $830.1K | 0.37% | +638+4.3% | Added |
| Zuckerman Investment Group, LLC | 15,390 | $830.1K | 0.07% | −27,160−63.8% | Reduced |
| Birchbrook, Inc. | 15,449 | $833.3K | 0.42% | −1,349−8.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,452 | $833.5K | 0.04% | −20,349−56.8% | Reduced |
| Washington Trust Co | 15,455 | $833.6K | 0.03% | +521+3.5% | Added |
| S-Bank Fund Management Ltd | 15,465 | $834.2K | 0.11% | −8,286−34.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 15,504 | $836.3K | 0.14% | +657+4.4% | Added |
| Kimelman & Baird, LLC | 15,525 | $837.4K | 0.06% | −5,072−24.6% | Reduced |
| AMG National Trust Bank | 15,532 | $837.8K | 0.02% | −207−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 15,566 | $839.6K | 0.16% | +5,679+57.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 15,585 | $840.7K | 0.04% | +5,503+54.6% | Added |
| Riversedge Advisors, LLC | 15,606 | $841.8K | 0.14% | +7,435+91.0% | Added |
| Fruth Investment Management | 15,680 | $845.0K | 0.23% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 15,675 | $845.5K | 0.33% | 00.0% | Unchanged |
| Wealth Effects LLC | 15,675 | $845.5K | 0.26% | −1,551−9.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,732 | $848.6K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 15,756 | $849.9K | 0.02% | +391+2.5% | Added |
| Triangle Securities Wealth Management | 15,779 | $851.1K | 0.18% | −326−2.0% | Reduced |
| Palisade Asset Management, LLC | 15,815 | $853.1K | 0.08% | −1,031−6.1% | Reduced |
| Insight Inv LLC | 15,826 | $853.7K | 0.48% | −8,770−35.7% | Reduced |
| MCF Advisors LLC | 15,886 | $856.9K | 0.05% | +8,406+112.4% | Added |
| Paragon Capital Management LLC | 15,923 | $858.9K | 0.44% | −1,543−8.8% | Reduced |
| Range Financial Group LLC | 15,974 | $861.6K | 0.30% | +747+4.9% | Added |
| China Universal Asset Management Co., Ltd. | 16,000 | $863.0K | 0.07% | +6,000+60.0% | Added |
| BridgePort Financial Solutions, LLC | 16,021 | $864.2K | 0.23% | +11,143+228.4% | Added |
| Asset Advisory Group, Inc. | 16,053 | $866.0K | 0.43% | +16,053 | New |
| Hengehold Capital Management LLC | 16,073 | $867.0K | 0.07% | −409−2.5% | Reduced |
| Birmingham Capital Management Co Inc | 16,141 | $870.6K | 0.38% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 16,143 | $870.8K | 0.17% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 16,165 | $871.9K | 0.08% | +16,165 | New |
| BigSur Wealth Management LLC | 16,200 | $873.8K | 0.21% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 16,243 | $876.1K | 0.45% | −400−2.4% | Reduced |
| ZWJ Investment Counsel Inc | 16,264 | $877.3K | 0.03% | −226−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 16,270 | $877.6K | 0.10% | −167−1.0% | Reduced |
| Redwood Investment Management, LLC | 16,358 | $882.0K | 0.10% | −9,734−37.3% | Reduced |
| Patten & Patten Inc | 16,357 | $882.3K | 0.05% | −2,692−14.1% | Reduced |
| Van Strum & Towne Inc. | 16,392 | $884.2K | 0.25% | 00.0% | Unchanged |
| White Pine Capital LLC | 16,435 | $886.5K | 0.24% | +640+4.1% | Added |
| Essential Partners LLC | 16,447 | $887.2K | 0.27% | +12,086+277.1% | Added |
| Lazari Capital Management, Inc. | 16,473 | $888.5K | 0.30% | −328−2.0% | Reduced |
| Bank of Hawaii | 16,483 | $889.1K | 0.04% | +340+2.1% | Added |
| Letson Investment Management, Inc. | 16,493 | $889.6K | 0.33% | 00.0% | Unchanged |
| Triumph Capital Management | 16,495 | $889.7K | 0.19% | −3,700−18.3% | Reduced |
| Sky Investment Group LLC | 16,550 | $892.7K | 0.15% | −2,540−13.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,551 | $892.8K | 0.21% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 16,569 | $893.8K | 0.57% | −150−0.9% | Reduced |
| Hedges Asset Management LLC | 16,775 | $904.8K | 0.64% | −1,800−9.7% | Reduced |
| Smith, Moore & Co. | 16,789 | $905.6K | 0.07% | −2,598−13.4% | Reduced |
| Verus Capital Partners, LLC | 16,811 | $906.8K | 0.06% | +7,213+75.2% | Added |
| Tweedy, Browne Co LLC | 16,842 | $908.5K | 0.07% | +2,376+16.4% | Added |
| Net Worth Advisory Group | 16,849 | $908.8K | 0.18% | +16,849 | New |
| 1620 Investment Advisors, Inc. | 16,994 | $916.7K | 0.61% | −1,316−7.2% | Reduced |
| Xcel Wealth Management, LLC | 16,996 | $916.8K | 0.23% | −1,579−8.5% | Reduced |
| Ocean Capital Management, LLC | 17,008 | $917.4K | 0.18% | −1,293−7.1% | Reduced |
| Webster Bank, N. A. | 17,014 | $917.7K | 0.09% | −600−3.4% | Reduced |
| Private Wealth Asset Management, LLC | 17,080 | $921.3K | 0.10% | 00.0% | Unchanged |
| Forum Financial Management, LP | 17,152 | $925.2K | 0.01% | −5,060−22.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,229 | $929.3K | 0.31% | 00.0% | Unchanged |
| Ledyard National Bank | 17,296 | $932.9K | 0.08% | −351−2.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,053 | $933.1K | 0.13% | −406−2.6% | Reduced |
| Alliance Private Wealth, LLC | 16,681 | $934.0K | 0.32% | +16,681 | New |
| BLB&B Advisors, LLC | 17,317 | $934.1K | 0.04% | −1,834−9.6% | Reduced |
| Claro Advisors LLC | 17,368 | $936.8K | 0.13% | +825+5.0% | Added |
| Curbstone Financial Management Corp | 17,394 | $938.2K | 0.18% | −2,100−10.8% | Reduced |
| Probity Advisors, Inc. | 17,404 | $938.8K | 0.15% | +10,381+147.8% | Added |
| Thomasville National Bank | 17,416 | $939.4K | 0.06% | −595−3.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 17,419 | $939.6K | 0.20% | +11,649+201.9% | Added |
| Avaii Wealth Management, LLC | 17,447 | $941.1K | 0.34% | +2,455+16.4% | Added |
| Journey Advisory Group, LLC | 17,641 | $941.9K | 0.08% | −214−1.2% | Reduced |
| Nicolet Bankshares Inc | 17,463 | $942.0K | 0.15% | +1,102+6.7% | Added |
| Sphera Funds Management Ltd. | 17,500 | $944.0K | 0.20% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 17,623 | $950.6K | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17,645 | $951.7K | 0.02% | +11,405+182.8% | Added |
| Prelude Capital Management, LLC | 17,719 | $955.8K | 0.07% | −5,556−23.9% | Reduced |