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 |
|---|---|---|---|---|---|
| Schulhoff & Co Inc | 20,914 | $1.13M | 0.47% | −1,500−6.7% | Reduced |
| Independent Financial Group, LLC | 21,008 | $1.13M | 0.03% | +5,747+37.7% | Added |
| Intrua Financial, LLC | 21,070 | $1.14M | 0.12% | +1,788+9.3% | Added |
| Salem Investment Counselors Inc | 21,168 | $1.14M | 0.03% | −768−3.5% | Reduced |
| Capital Performance Advisors LLP | 21,196 | $1.14M | 0.08% | +14,965+240.2% | Added |
| Concord Wealth Partners | 21,259 | $1.15M | 0.15% | −1,254−5.6% | Reduced |
| Exencial Wealth Advisors, LLC | 21,268 | $1.15M | 0.04% | +5,593+35.7% | Added |
| BluePath Capital Management, LLC | 21,293 | $1.15M | 0.78% | +3,508+19.7% | Added |
| Mystic Asset Management, Inc. | 21,308 | $1.15M | 0.26% | −3,350−13.6% | Reduced |
| Quadrant Capital Group LLC | 21,384 | $1.15M | 0.03% | −11,088−34.1% | Reduced |
| Cobblestone Asset Management LLC | 21,472 | $1.16M | 0.52% | −1,216−5.4% | Reduced |
| Oxler Private Wealth LLC | 21,493 | $1.16M | 0.34% | +280+1.3% | Added |
| Chatham Capital Group, Inc. | 21,545 | $1.16M | 0.17% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 21,560 | $1.16M | 0.02% | +1,722+8.7% | Added |
| VisionPoint Advisory Group, LLC | 21,584 | $1.16M | 0.23% | +717+3.4% | Added |
| R Squared Ltd | 21,745 | $1.17M | 0.55% | −25,147−53.6% | Reduced |
| Auxier Asset Management | 21,900 | $1.18M | 0.17% | −1,840−7.8% | Reduced |
| MH & Associates Securities Management Corp | 21,902 | $1.18M | 0.96% | +21,902 | New |
| Portside Wealth Group, LLC | 21,953 | $1.18M | 0.16% | +241+1.1% | Added |
| VestGen Advisors, LLC | 21,957 | $1.18M | 0.05% | +922+4.4% | Added |
| Knott David M Jr | 22,000 | $1.19M | 0.55% | −5,000−18.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 22,000 | $1.19M | 0.07% | +22,000 | New |
| waypoint wealth counsel | 22,134 | $1.19M | 0.44% | +22,134 | New |
| Orion Investment Co | 22,148 | $1.19M | 0.37% | −2,310−9.4% | Reduced |
| QTR Family Wealth, LLC | 19,745 | $1.20M | 0.53% | +10,463+112.7% | Added |
| Evercore Wealth Management, LLC | 22,296 | $1.20M | 0.02% | +1,122+5.3% | Added |
| MidWestOne Financial Group, Inc. | 22,355 | $1.21M | 0.13% | −5,239−19.0% | Reduced |
| Western Wealth Management, LLC | 22,373 | $1.21M | 0.06% | −439−1.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 22,404 | $1.21M | 0.74% | +185+0.8% | Added |
| Roman Butler Fullerton & Co | 22,024 | $1.21M | 0.32% | +7,720+54.0% | Added |
| South State Corp. | 22,459 | $1.21M | 0.05% | −2,502−10.0% | Reduced |
| Forza Wealth Management, LLC | 22,494 | $1.21M | 0.44% | +2,711+13.7% | Added |
| Howland Capital Management LLC | 22,526 | $1.22M | 0.05% | −1,734−7.1% | Reduced |
| Trust Asset Management LLC | 22,617 | $1.22M | 0.08% | −827−3.5% | Reduced |
| Trust Co of Virginia | 22,619 | $1.22M | 0.10% | −406−1.8% | Reduced |
| Hillsdale Investment Management Inc. | 22,670 | $1.22M | 0.03% | +2,000+9.7% | Added |
| Ti-Trust, Inc | 22,714 | $1.23M | 0.76% | +77+0.3% | Added |
| Capital City Trust Co | 22,750 | $1.23M | 0.27% | −646−2.8% | Reduced |
| NTV Asset Management LLC | 22,805 | $1.23M | 0.13% | −3,250−12.5% | Reduced |
| MTM Investment Management, LLC | 22,826 | $1.23M | 0.39% | −72−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 22,845 | $1.23M | 0.09% | +2,420+11.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,903 | $1.24M | 0.15% | +16,702+269.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 23,000 | $1.24M | 0.06% | +23,000 | New |
| Madden Securities Corp | 23,005 | $1.24M | 0.38% | −1,719−7.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,011 | $1.24M | 0.31% | +2,113+10.1% | Added |
| Sierra Summit Advisors LLC | 23,016 | $1.24M | 0.19% | +23,016 | New |
| SevenBridge Financial Group, LLC | 22,789 | $1.24M | 0.20% | −2,923−11.4% | Reduced |
| Keudell/Morrison Wealth Management | 23,109 | $1.25M | 0.26% | +23,109 | New |
| SBI Securities Co., Ltd. | 23,136 | $1.25M | 0.03% | +1,488+6.9% | Added |
| Adirondack Trust Co | 23,165 | $1.25M | 0.41% | −203−0.9% | Reduced |
| Carnegie Lake Advisors LLC | 23,292 | $1.26M | 0.48% | +425+1.9% | Added |
| Koshinski Asset Management, Inc. | 23,309 | $1.26M | 0.08% | −4,503−16.2% | Reduced |
| Manske Wealth Management | 23,332 | $1.26M | 0.37% | +139+0.6% | Added |
| Beaton Management Co. Inc. | 23,369 | $1.26M | 0.56% | +700+3.1% | Added |
| Sentinus, LLC | 23,447 | $1.26M | 0.12% | +23,447 | New |
| Emerald Advisors, LLC | 23,500 | $1.27M | 0.17% | +3,233+16.0% | Added |
| Atomi Financial Group, Inc. | 23,633 | $1.27M | 0.04% | +12,072+104.4% | Added |
| Corundum Group, Inc. | 23,634 | $1.27M | 0.43% | −1,811−7.1% | Reduced |
| CoreCap Advisors, LLC | 23,653 | $1.28M | 0.04% | +3,344+16.5% | Added |
| Little House Capital LLC | 23,674 | $1.28M | 0.32% | −2,645−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 23,688 | $1.28M | 0.24% | +5,950+33.5% | Added |
| Richard Bernstein Advisors LLC | 23,697 | $1.28M | 0.04% | −2,407−9.2% | Reduced |
| Waddell & Associates, LLC | 23,787 | $1.28M | 0.09% | +16,780+239.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 23,917 | $1.29M | 0.02% | +738+3.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 23,967 | $1.29M | 0.37% | +223+0.9% | Added |
| Monarch Capital Management Inc | 23,980 | $1.29M | 0.32% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 22,297 | $1.30M | 0.10% | +22,297 | New |
| Hills Bank & Trust Co | 24,059 | $1.30M | 0.08% | −10,134−29.6% | Reduced |
| Barnett & Company, Inc. | 24,110 | $1.30M | 1.05% | +3,900+19.3% | Added |
| Counterweight Ventures, LLC | 24,187 | $1.30M | 0.73% | +104+0.4% | Added |
| 1st Source Bank | 24,286 | $1.31M | 0.07% | −1,785−6.8% | Reduced |
| TCG Advisory Services, LLC | 24,290 | $1.31M | 0.04% | +24,290 | New |
| Archer Investment Corp | 24,318 | $1.31M | 0.30% | +300+1.2% | Added |
| Moody National Bank Trust Division | 24,440 | $1.32M | 0.13% | −10,696−30.4% | Reduced |
| Bangor Savings Bank | 24,576 | $1.33M | 0.11% | −1,414−5.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 24,687 | $1.33M | 0.38% | +5,033+25.6% | Added |
| JT Stratford LLC | 24,706 | $1.33M | 0.17% | +24,706 | New |
| Stratos Wealth Advisors, LLC | 24,741 | $1.33M | 0.06% | +173+0.7% | Added |
| Meeder Advisory Services, Inc. | 24,758 | $1.34M | 0.06% | −405−1.6% | Reduced |
| Sittner & Nelson, LLC | 21,631 | $1.34M | 0.47% | +2,354+12.2% | Added |
| Summit Global Investments | 24,897 | $1.34M | 0.08% | +6,964+38.8% | Added |
| Mairs & Power Inc | 24,938 | $1.35M | 0.01% | −1,454−5.5% | Reduced |
| Ignite Planners, LLC | 24,461 | $1.35M | 0.21% | +24,461 | New |
| BKD Wealth Advisors, LLC | 24,993 | $1.35M | 0.03% | −603−2.4% | Reduced |
| Harbour Investment Management LLC | 24,993 | $1.35M | 0.71% | −1,855−6.9% | Reduced |
| Personal Cfo Solutions, LLC | 24,998 | $1.35M | 0.21% | −2,817−10.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.35M | 0.35% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $1.35M | 0.41% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 25,015 | $1.35M | 0.23% | −600−2.3% | Reduced |
| Integrated Advisors Network LLC | 25,023 | $1.35M | 0.06% | +1,219+5.1% | Added |
| First National Bank & Trust Co of Newtown | 25,045 | $1.35M | 0.25% | −850−3.3% | Reduced |
| Legacy Financial Advisors, Inc. | 25,086 | $1.35M | 0.19% | +5,129+25.7% | Added |
| Prime Capital Investment Advisors, LLC | 25,086 | $1.35M | 0.02% | −1,575−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 25,194 | $1.36M | 0.04% | −5,568−18.1% | Reduced |
| Walleye Capital LLC | 25,219 | $1.36M | 0.01% | −168,056−87.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 25,233 | $1.36M | 0.13% | −6,104−19.5% | Reduced |
| Daytona Street Capital LLC | 25,247 | $1.36M | 1.11% | +25,247 | New |
| Plimoth Trust Co LLC | 25,334 | $1.37M | 0.30% | −400−1.6% | Reduced |
| Eagle Harbor Asset Management Inc | 25,371 | $1.37M | 1.14% | −751−2.9% | Reduced |
| Intrust Bank NA | 25,408 | $1.37M | 0.11% | +2,946+13.1% | Added |