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 |
|---|---|---|---|---|---|
| Westhampton Capital, LLC | 25,422 | $1.37M | 0.65% | +605+2.4% | Added |
| Canandaigua National Bank & Trust Co | 25,448 | $1.37M | 0.12% | −4,766−15.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 25,552 | $1.38M | 0.42% | +2,699+11.8% | Added |
| North Star Investment Management Corp. | 25,564 | $1.38M | 0.09% | +150+0.6% | Added |
| Nemes Rush Group LLC | 25,568 | $1.38M | 0.13% | −1,241−4.6% | Reduced |
| NewEdge Wealth, LLC | 25,582 | $1.38M | 0.02% | +6,161+31.7% | Added |
| FORA Capital, LLC | 25,659 | $1.38M | 0.17% | −1,867−6.8% | Reduced |
| Marco Investment Management LLC | 25,953 | $1.40M | 0.11% | −2,500−8.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 26,000 | $1.40M | 0.11% | −2,500−8.8% | Reduced |
| Delta Financial Advisors LLC | 26,026 | $1.40M | 0.37% | +2,414+10.2% | Added |
| Transamerica Financial Advisors, Inc. | 26,218 | $1.41M | 0.12% | −1,365−4.9% | Reduced |
| McDonald Partners LLC | 26,229 | $1.41M | 0.45% | +19,406+284.4% | Added |
| Philadelphia Trust Co | 26,425 | $1.43M | 0.10% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 26,579 | $1.43M | 0.48% | +1,207+4.8% | Added |
| Tower Bridge Advisors | 26,648 | $1.44M | 0.15% | −6,600−19.9% | Reduced |
| Parkside Financial Bank & Trust | 26,750 | $1.44M | 0.11% | −81−0.3% | Reduced |
| GFS Advisors, LLC | 26,810 | $1.45M | 0.17% | +26,810 | New |
| Parcion Private Wealth LLC | 26,871 | $1.45M | 0.09% | +19,176+249.2% | Added |
| Alpha Omega Wealth Management LLC | 26,891 | $1.45M | 0.24% | −674−2.4% | Reduced |
| Independent Investors Inc | 26,938 | $1.45M | 0.27% | 00.0% | Unchanged |
| United Advisor Group, LLC | 26,993 | $1.46M | 0.19% | +7,373+37.6% | Added |
| Cidel Asset Management Inc | 27,146 | $1.46M | 0.10% | +2,700+11.0% | Added |
| Global Trust Asset Management, LLC | 27,176 | $1.47M | 0.58% | +26,275+2,916.2% | Added |
| Stance Capital LLC | 27,302 | $1.47M | 0.54% | −7,689−22.0% | Reduced |
| Capstone Investment Advisors, LLC | 27,450 | $1.48M | 0.01% | −299,084−91.6% | Reduced |
| Dudley Capital Management, LLC | 27,476 | $1.48M | 0.65% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 27,521 | $1.48M | 0.09% | −179−0.6% | Reduced |
| Inlet Private Wealth, LLC | 27,806 | $1.50M | 0.35% | −9,600−25.7% | Reduced |
| Resources Management Corp | 27,800 | $1.50M | 0.19% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27,829 | $1.50M | 0.03% | +725+2.7% | Added |
| United Community Bank | 27,919 | $1.51M | 0.57% | −8,634−23.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 28,015 | $1.51M | 0.15% | −199−0.7% | Reduced |
| Altfest L J & Co Inc | 28,095 | $1.52M | 0.17% | +430+1.6% | Added |
| Burns J W & Co Inc | 28,192 | $1.52M | 0.17% | −1,697−5.7% | Reduced |
| Parallel Advisors, LLC | 28,210 | $1.52M | 0.03% | +399+1.4% | Added |
| Private Trust Co NA | 28,226 | $1.52M | 0.13% | −619−2.1% | Reduced |
| Groupama Asset Managment | 28,294 | $1.53M | 0.02% | −2,940−9.4% | Reduced |
| Verity Asset Management, Inc. | 28,310 | $1.53M | 0.66% | −21,112−42.7% | Reduced |
| Coastwise Capital Group, LLC | 28,421 | $1.53M | 0.77% | −1,804−6.0% | Reduced |
| Ancora Advisors, LLC | 28,425 | $1.53M | 0.03% | +1,026+3.7% | Added |
| FineMark National Bank & Trust | 28,437 | $1.53M | 0.05% | −491−1.7% | Reduced |
| Qsemble Capital Management, LP | 28,527 | $1.54M | 0.13% | −207,418−87.9% | Reduced |
| United Bank | 28,596 | $1.54M | 0.52% | +1,818+6.8% | Added |
| Arcadia Investment Management Corp | 28,794 | $1.55M | 0.25% | +1,380+5.0% | Added |
| EverSource Wealth Advisors, LLC | 28,857 | $1.56M | 0.06% | +19,794+218.4% | Added |
| Larson Financial Group LLC | 28,890 | $1.56M | 0.05% | +635+2.2% | Added |
| Donoghue Forlines LLC | 29,023 | $1.57M | 0.48% | −2,516−8.0% | Reduced |
| Exchange Bank | 29,306 | $1.58M | 1.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 29,374 | $1.58M | 0.04% | −14,084−32.4% | Reduced |
| Paradigm Asset Management Co LLC | 29,408 | $1.59M | 0.37% | −1,600−5.2% | Reduced |
| Mission Wealth Management, LP | 29,444 | $1.59M | 0.03% | +902+3.2% | Added |
| SG Trading Solutions, LLC | 29,494 | $1.59M | 0.37% | +29,494 | New |
| Fieldview Capital Management, LLC | 29,673 | $1.60M | 0.27% | −29,022−49.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,946 | $1.62M | 0.11% | +14,253+90.8% | Added |
| Mork Capital Management, LLC | 30,000 | $1.62M | 0.99% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 30,016 | $1.62M | 0.05% | −1,029,029−97.2% | Reduced |
| CSS LLC | 30,020 | $1.62M | 0.09% | −2,100−6.5% | Reduced |
| Boston Family Office LLC | 30,062 | $1.62M | 0.10% | +2,897+10.7% | Added |
| Silver Lake Advisory, LLC | 30,100 | $1.62M | 0.63% | −335−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 30,157 | $1.63M | 0.05% | −2,399−7.4% | Reduced |
| Mechanics Bank Trust Department | 30,517 | $1.65M | 0.22% | −1,747−5.4% | Reduced |
| Moneta Group Investment Advisors LLC | 30,554 | $1.65M | 0.01% | −5,899−16.2% | Reduced |
| Premier Path Wealth Partners, LLC | 30,562 | $1.65M | 0.21% | −2,569−7.8% | Reduced |
| Cherokee Insurance Co | 30,600 | $1.65M | 0.67% | 00.0% | Unchanged |
| Quilter Plc | 30,652 | $1.65M | 0.03% | −11,025−26.5% | Reduced |
| IAM Advisory, LLC | 30,763 | $1.66M | 0.37% | +30,763 | New |
| Change Path, LLC | 30,862 | $1.66M | 0.04% | −3,018−8.9% | Reduced |
| Sargent Investment Group, LLC | 30,934 | $1.67M | 0.21% | +5,246+20.4% | Added |
| Skopos Labs, Inc. | 30,950 | $1.67M | 0.08% | +17,005+121.9% | Added |
| Flagship Harbor Advisors, LLC | 31,053 | $1.68M | 0.08% | +2,742+9.7% | Added |
| Bahl & Gaynor Inc | 31,222 | $1.68M | 0.01% | −8,311−21.0% | Reduced |
| Sterling Capital Management LLC | 31,297 | $1.69M | 0.03% | +8,951+40.1% | Added |
| Titan Investment Management LLC | 31,310 | $1.69M | 1.54% | +31,310 | New |
| Graham Capital Management, L.P. | 31,314 | $1.69M | 0.06% | +16,611+113.0% | Added |
| Valeo Financial Advisors, LLC | 31,330 | $1.69M | 0.04% | +442+1.4% | Added |
| Douglass Winthrop Advisors, LLC | 31,377 | $1.69M | 0.03% | −4,540−12.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 31,449 | $1.70M | 0.03% | +2,361+8.1% | Added |
| FNY Investment Advisers, LLC | 31,500 | $1.70M | 0.49% | +29,004+1,162.0% | Added |
| Ted Buchan & Co | 31,679 | $1.71M | 0.63% | +2,068+7.0% | Added |
| Mount Vernon Associates Inc | 31,704 | $1.71M | 1.15% | −100−0.3% | Reduced |
| Providence Wealth Advisors, LLC | 32,445 | $1.71M | 1.07% | +2,543+8.5% | Added |
| Level Four Advisory Services, LLC | 31,756 | $1.71M | 0.06% | +6,701+26.7% | Added |
| Viewpoint Capital Management LLC | 31,771 | $1.71M | 0.74% | −47−0.1% | Reduced |
| Holderness Investments Co | 31,871 | $1.72M | 0.35% | +150.0% | Added |
| Callan Family Office, LLC | 32,008 | $1.73M | 0.04% | +7,555+30.9% | Added |
| TCW Group Inc | 32,019 | $1.73M | 0.01% | +32,019 | New |
| Joel Isaacson & Co., LLC | 32,035 | $1.73M | 0.06% | +299+0.9% | Added |
| Greenwood Capital Associates LLC | 32,065 | $1.73M | 0.19% | −10.0% | Reduced |
| Rathbone Brothers plc | 32,154 | $1.73M | 0.01% | +1,795+5.9% | Added |
| Keynote Financial Services LLC | 32,292 | $1.74M | 0.97% | +130+0.4% | Added |
| Lineweaver Wealth Advisors, LLC | 32,372 | $1.75M | 0.24% | −228−0.7% | Reduced |
| Waterfront Wealth Inc. | 31,745 | $1.75M | 0.33% | +98+0.3% | Added |
| First Western Trust Bank | 32,604 | $1.76M | 0.09% | −23−0.1% | Reduced |
| Green Square Capital Advisors LLC | 32,708 | $1.76M | 0.18% | −590−1.8% | Reduced |
| Coldstream Capital Management Inc | 32,808 | $1.77M | 0.02% | −5,129−13.5% | Reduced |
| Wealth Quarterback LLC | 32,822 | $1.77M | 0.64% | +3,080+10.4% | Added |
| Lowe Brockenbrough & Co Inc | 32,835 | $1.77M | 0.09% | −385−1.2% | Reduced |
| Excalibur Management Corp | 32,896 | $1.77M | 0.64% | +2,037+6.6% | Added |
| Lee Danner & Bass Inc | 32,928 | $1.78M | 0.13% | −366−1.1% | Reduced |
| Harbour Investments, Inc. | 32,945 | $1.78M | 0.04% | −20.0% | Reduced |