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 |
|---|---|---|---|---|---|
| Charter Research & Investment Group, Inc. | 32,976 | $1.78M | 1.19% | −2,197−6.2% | Reduced |
| Greenfield Savings Bank | 33,154 | $1.79M | 0.75% | +919+2.9% | Added |
| St. Louis Trust Co | 33,158 | $1.79M | 0.21% | 00.0% | Unchanged |
| Logan Capital Management Inc | 33,256 | $1.79M | 0.08% | −1,259−3.6% | Reduced |
| Cito Capital Group, LLC | 33,250 | $1.79M | 0.52% | −1,142−3.3% | Reduced |
| Janney Capital Management LLC | 33,289 | $1.80M | 0.11% | −8,780−20.9% | Reduced |
| Bleakley Financial Group, LLC | 33,343 | $1.80M | 0.03% | +4,698+16.4% | Added |
| Prospera Financial Services Inc | 33,323 | $1.80M | 0.03% | −9,007−21.3% | Reduced |
| Peak Asset Management, LLC | 33,397 | $1.80M | 0.31% | +500+1.5% | Added |
| Caldwell Trust Co | 33,584 | $1.81M | 0.16% | −1,587−4.5% | Reduced |
| Tudor Investment Corp Et Al | 33,595 | $1.81M | 0.01% | −1,166,198−97.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,669 | $1.82M | 0.10% | −236−0.7% | Reduced |
| RFG Advisory, LLC | 33,797 | $1.82M | 0.03% | +9,412+38.6% | Added |
| one8zero8, LLC | 33,830 | $1.82M | 0.40% | −1,255−3.6% | Reduced |
| Caerus Investment Advisors, LLC | 33,882 | $1.83M | 0.61% | +20,105+145.9% | Added |
| Pingora Partners LLC | 34,005 | $1.83M | 1.12% | +7,825+29.9% | Added |
| Cornerstone Wealth Management, LLC | 34,119 | $1.84M | 0.10% | +1,889+5.9% | Added |
| Univest Financial Corp | 34,153 | $1.84M | 0.10% | −109−0.3% | Reduced |
| Pensionfund Sabic | 34,200 | $1.84M | 0.50% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 34,226 | $1.85M | 0.28% | +380+1.1% | Added |
| Smartleaf Asset Management LLC | 34,063 | $1.85M | 0.07% | +5,932+21.1% | Added |
| Gateway Investment Advisers LLC | 34,288 | $1.85M | 0.02% | −79,169−69.8% | Reduced |
| Capital Investment Advisory Services, LLC | 34,330 | $1.85M | 0.13% | +18,028+110.6% | Added |
| Black Swift Group, LLC | 34,950 | $1.89M | 0.31% | +34,950 | New |
| Brookwood Investment Group LLC | 35,025 | $1.89M | 0.23% | −1,217−3.4% | Reduced |
| LaFleur & Godfrey LLC | 35,185 | $1.90M | 0.23% | −2,251−6.0% | Reduced |
| Northwest & Ethical Investments L.P. | 35,242 | $1.90M | 0.04% | −70,569−66.7% | Reduced |
| Eastern Bank | 35,268 | $1.90M | 0.03% | +3,029+9.4% | Added |
| Kovack Advisors, Inc. | 35,428 | $1.91M | 0.09% | +17,745+100.4% | Added |
| Aviance Capital Partners, LLC | 35,516 | $1.92M | 0.22% | −1,175−3.2% | Reduced |
| Wealthcare Advisory Partners LLC | 35,781 | $1.93M | 0.04% | −9,707−21.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 35,822 | $1.93M | 0.13% | +12,198+51.6% | Added |
| Old Port Advisors | 35,878 | $1.94M | 0.48% | −1,191−3.2% | Reduced |
| Gifford Fong Associates | 35,899 | $1.94M | 0.39% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 35,944 | $1.94M | 0.70% | −843−2.3% | Reduced |
| Trustmark National Bank Trust Department | 35,997 | $1.94M | 0.12% | −1,212−3.3% | Reduced |
| Edmp, Inc. | 36,006 | $1.94M | 1.60% | −1,825−4.8% | Reduced |
| BankPlus Trust Department | 36,082 | $1.95M | 0.51% | +1,983+5.8% | Added |
| Herold Advisors, Inc. | 36,132 | $1.95M | 0.44% | −1,635−4.3% | Reduced |
| Courier Capital LLC | 36,148 | $1.95M | 0.11% | −1,100−3.0% | Reduced |
| Howard Capital Management Inc. | 36,314 | $1.96M | 0.03% | +10,800+42.3% | Added |
| Steel Peak Wealth Management LLC | 36,357 | $1.96M | 0.06% | +36,357 | New |
| Nicholas Hoffman & Company, LLC. | 36,543 | $1.97M | 0.05% | +2,758+8.2% | Added |
| Cacti Asset Management LLC | 36,450 | $1.97M | 0.12% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 36,627 | $1.98M | 0.93% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 36,723 | $1.98M | 0.05% | +8,521+30.2% | Added |
| Harvest Investment Advisors, LLC | 36,770 | $1.98M | 1.12% | +4,945+15.5% | Added |
| Fundamentun, LLC | 36,905 | $1.99M | 0.08% | +2,548+7.4% | Added |
| Berkeley Capital Partners, LLC | 36,969 | $1.99M | 0.47% | −16,397−30.7% | Reduced |
| Edgewood Management LLC | 37,027 | $2.00M | 0.01% | −13,548−26.8% | Reduced |
| Federated Hermes, Inc. | 37,044 | $2.00M | 0.00% | −2,063−5.3% | Reduced |
| Chicago Trust Co NA | 37,163 | $2.00M | 0.31% | +14,556+64.4% | Added |
| Cornercap Investment Counsel Inc | 37,213 | $2.01M | 0.99% | −508−1.3% | Reduced |
| International Assets Investment Management, LLC | 37,227 | $2.01M | 0.14% | +1,488+4.2% | Added |
| Enhancing Capital LLC | 37,300 | $2.01M | 1.44% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 37,305 | $2.01M | 0.24% | −1,196−3.1% | Reduced |
| Leavell Investment Management, Inc. | 37,323 | $2.01M | 0.08% | −150−0.4% | Reduced |
| Integrity Alliance, LLC. | 37,376 | $2.02M | 0.07% | +28,348+314.0% | Added |
| Stokes Family Office, LLC | 37,421 | $2.02M | 0.18% | −51−0.1% | Reduced |
| Shayne & Co., LLC | 37,433 | $2.02M | 0.61% | +109+0.3% | Added |
| London Co of Virginia | 37,453 | $2.02M | 0.01% | −787−2.1% | Reduced |
| CBOE Vest Financial, LLC | 37,494 | $2.02M | 0.03% | +8,335+28.6% | Added |
| Bridgeway Capital Management, LLC | 37,500 | $2.02M | 0.04% | −300−0.8% | Reduced |
| Ballentine Partners, LLC | 37,787 | $2.04M | 0.03% | +1,332+3.7% | Added |
| Profund Advisors LLC | 37,994 | $2.05M | 0.06% | +5,470+16.8% | Added |
| Charter Trust Co | 38,012 | $2.05M | 0.12% | −178−0.5% | Reduced |
| Cypress Capital, LLC | 38,042 | $2.05M | 0.57% | −8,350−18.0% | Reduced |
| Rehmann Capital Advisory Group | 38,200 | $2.06M | 0.11% | −1,070−2.7% | Reduced |
| Thornburg Investment Management Inc | 38,400 | $2.07M | 0.03% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 38,405 | $2.07M | 0.35% | +77+0.2% | Added |
| Bradley Foster & Sargent Inc | 38,470 | $2.08M | 0.03% | −80−0.2% | Reduced |
| Woodstock Corp | 38,706 | $2.09M | 0.18% | −60−0.2% | Reduced |
| Partnership Wealth Management, LLC | 39,081 | $2.11M | 1.52% | +1,178+3.1% | Added |
| LJI Wealth Management, LLC | 39,088 | $2.11M | 0.32% | +39,088 | New |
| denkapparat Operations GmbH | 39,104 | $2.11M | 1.15% | +3,746+10.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 39,137 | $2.11M | 0.06% | +1,700+4.5% | Added |
| Lakewood Asset Management LLC | 39,160 | $2.11M | 1.24% | +1,129+3.0% | Added |
| InvesTrust | 39,265 | $2.12M | 0.82% | −2,054−5.0% | Reduced |
| Aigen Investment Management, LP | 39,302 | $2.12M | 0.49% | −1,476−3.6% | Reduced |
| Oarsman Capital, Inc. | 39,306 | $2.12M | 0.28% | +1,532+4.1% | Added |
| AdvisorNet Financial, Inc | 39,418 | $2.13M | 0.11% | +2,575+7.0% | Added |
| Neville Rodie & Shaw Inc | 39,554 | $2.13M | 0.15% | +750+1.9% | Added |
| Foster & Motley Inc | 39,643 | $2.14M | 0.11% | −12,772−24.4% | Reduced |
| Verition Fund Management LLC | 39,989 | $2.16M | 0.01% | −311,549−88.6% | Reduced |
| Alberta Investment Management Corp | 40,000 | $2.16M | 0.01% | +40,000 | New |
| New England Asset Management Inc | 40,036 | $2.16M | 0.28% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 40,164 | $2.17M | 0.37% | −1,680−4.0% | Reduced |
| Simmons Bank | 40,164 | $2.17M | 0.14% | −3,431−7.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 40,432 | $2.18M | 0.11% | +1,212+3.1% | Added |
| Banque Pictet & Cie SA | 40,456 | $2.18M | 0.02% | −1,322−3.2% | Reduced |
| Wellington Shields & Co., LLC | 40,540 | $2.19M | 0.54% | +638+1.6% | Added |
| Segall Bryant & Hamill, LLC | 40,595 | $2.19M | 0.03% | +40,595 | New |
| Wealthspire Advisors, LLC | 40,617 | $2.19M | 0.02% | +14,898+57.9% | Added |
| AlphaCore Capital LLC | 40,646 | $2.19M | 0.05% | +16,199+66.3% | Added |
| Sapient Capital LLC | 40,633 | $2.20M | 0.03% | −8,253−16.9% | Reduced |
| Mengis Capital Management, Inc. | 41,233 | $2.22M | 0.39% | −6,201−13.1% | Reduced |
| Chemung Canal Trust Co | 41,343 | $2.23M | 0.44% | −1,673−3.9% | Reduced |
| Duncker Streett & Co Inc | 41,548 | $2.24M | 0.40% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 41,725 | $2.25M | 0.42% | +41,725 | New |
| Everence Capital Management Inc | 41,770 | $2.25M | 0.13% | 00.0% | Unchanged |