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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 41,776 | $2.25M | 0.73% | −915−2.1% | Reduced |
| Busey Wealth Management | 41,830 | $2.26M | 0.06% | −2,515−5.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 41,938 | $2.26M | 0.11% | −1,110−2.6% | Reduced |
| Barbara Oil Co. | 42,000 | $2.27M | 0.84% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42,029 | $2.27M | 0.11% | +3,814+10.0% | Added |
| Fox Run Management, L.L.C. | 42,032 | $2.27M | 0.35% | +15,894+60.8% | Added |
| ISAM Funds (UK) Ltd | 42,062 | $2.27M | 0.82% | −10,192−19.5% | Reduced |
| Montag A & Associates Inc | 42,428 | $2.29M | 0.10% | −2,870−6.3% | Reduced |
| Quest Investment Management LLC | 42,454 | $2.29M | 0.25% | −131−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 42,766 | $2.31M | 0.67% | −99−0.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 42,782 | $2.31M | 0.04% | −1,721−3.9% | Reduced |
| We Are One Seven, LLC | 42,815 | $2.31M | 0.05% | +9,168+27.2% | Added |
| Robertson Stephens Wealth Management, LLC | 42,881 | $2.31M | 0.07% | +32,059+296.2% | Added |
| Optimist Retirement Group LLC | 42,930 | $2.32M | 1.06% | −2,883−6.3% | Reduced |
| Clark Estates Inc | 43,000 | $2.32M | 0.56% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 43,150 | $2.33M | 0.17% | +592+1.4% | Added |
| Coastal Bridge Advisors, LLC | 43,260 | $2.33M | 0.17% | +36,701+559.6% | Added |
| Capital Group Private Client Services, Inc. | 43,470 | $2.34M | 0.04% | −5,368−11.0% | Reduced |
| Dean Investment Associates, LLC | 43,767 | $2.36M | 0.34% | −5,971−12.0% | Reduced |
| Promethium Advisors,llc | 44,050 | $2.38M | 1.28% | 00.0% | Unchanged |
| Dakota Wealth Management | 44,315 | $2.39M | 0.04% | −5,904−11.8% | Reduced |
| Carret Asset Management, LLC | 44,405 | $2.40M | 0.23% | −6,990−13.6% | Reduced |
| EagleClaw Capital Managment, LLC | 44,418 | $2.40M | 0.35% | −1,750−3.8% | Reduced |
| M Holdings Securities, Inc. | 44,462 | $2.40M | 0.17% | +44,462 | New |
| Chicago Partners Investment Group LLC | 43,897 | $2.40M | 0.06% | +20,140+84.8% | Added |
| Haverford Trust Co | 44,484 | $2.40M | 0.02% | −3,093−6.5% | Reduced |
| HBK Sorce Advisory LLC | 38,746 | $2.40M | 0.06% | +451+1.2% | Added |
| Choate Investment Advisors | 44,836 | $2.42M | 0.05% | −1,341−2.9% | Reduced |
| Hamilton Wealth, LLC | 104,483 | $2.42M | 0.46% | −95,300−47.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 45,110 | $2.43M | 0.03% | +197+0.4% | Added |
| Kanawha Capital Management LLC | 45,352 | $2.45M | 0.17% | +10,233+29.1% | Added |
| Kingsview Wealth Management, LLC | 45,810 | $2.47M | 0.04% | +15,356+50.4% | Added |
| IMC-Chicago, LLC | 45,935 | $2.48M | 0.04% | +45,935 | New |
| Exit Wealth Advisors, LLC. | 45,996 | $2.48M | 1.47% | +45,996 | New |
| Guyasuta Investment Advisors Inc | 46,062 | $2.48M | 0.14% | −195−0.4% | Reduced |
| Mill Capital Management, LLC | 46,368 | $2.50M | 0.18% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 46,394 | $2.50M | 0.26% | −4,969−9.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 46,548 | $2.51M | 0.04% | −3,732−7.4% | Reduced |
| Iowa State Bank | 46,798 | $2.52M | 0.47% | −2,084−4.3% | Reduced |
| Clarkston Capital Partners, LLC | 46,815 | $2.53M | 0.06% | +815+1.8% | Added |
| Trust Co | 47,020 | $2.54M | 0.24% | +7,872+20.1% | Added |
| LMG Wealth Partners, LLC | 47,106 | $2.54M | 0.47% | −5,146−9.8% | Reduced |
| Sivia Capital Partners, LLC | 47,322 | $2.55M | 0.52% | +38,941+464.6% | Added |
| WCG Wealth Advisors LLC | 47,538 | $2.56M | 0.07% | +28,841+154.3% | Added |
| Cohen Klingenstein LLC | 47,559 | $2.57M | 0.08% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 45,931 | $2.58M | 0.56% | +56+0.1% | Added |
| Mirador Capital Partners LP | 47,858 | $2.58M | 0.35% | −347−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 47,898 | $2.58M | 0.08% | −146,581−75.4% | Reduced |
| Dana Investment Advisors, Inc. | 48,278 | $2.60M | 0.08% | −42,334−46.7% | Reduced |
| Element Squared LLC | 48,420 | $2.61M | 1.42% | +48,420 | New |
| Rothschild Investment LLC | 48,566 | $2.62M | 0.14% | +10,117+26.3% | Added |
| Resonant Capital Advisors, LLC | 49,003 | $2.64M | 0.15% | +1,450+3.0% | Added |
| Townsend & Associates, Inc | 46,767 | $2.65M | 0.24% | −1,405−2.9% | Reduced |
| IHT Wealth Management, LLC | 49,183 | $2.65M | 0.06% | +2,763+6.0% | Added |
| IFP Advisors, Inc | 49,476 | $2.67M | 0.06% | +18,060+57.5% | Added |
| Frank, Rimerman Advisors LLC | 49,493 | $2.67M | 0.17% | +6,014+13.8% | Added |
| Argent Trust Co | 49,704 | $2.68M | 0.09% | −9,287−15.7% | Reduced |
| Alpine Fox Capital LLC | 50,000 | $2.70M | 1.82% | +50,000 | New |
| SummitTX Capital, L.P. | 50,573 | $2.73M | 0.08% | −5,249−9.4% | Reduced |
| Cullinan Associates Inc | 50,994 | $2.75M | 0.19% | −4,625−8.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 51,081 | $2.76M | 0.10% | +4,094+8.7% | Added |
| Aprio Wealth Management, LLC | 51,654 | $2.79M | 0.16% | +44,125+586.1% | Added |
| Meridian Wealth Management, LLC | 51,686 | $2.79M | 0.10% | +570+1.1% | Added |
| First National Trust Co | 52,101 | $2.81M | 0.09% | −1,463−2.7% | Reduced |
| Leo Wealth, LLC | 52,134 | $2.81M | 0.20% | +14,033+36.8% | Added |
| RMB Capital Management, LLC | 52,270 | $2.82M | 0.05% | +30,997+145.7% | Added |
| Citizens Financial Group Inc | 52,454 | $2.83M | 0.04% | +3,171+6.4% | Added |
| AIMZ Investment Advisors, LLC | 53,282 | $2.87M | 0.82% | −596−1.1% | Reduced |
| XML Financial, LLC | 53,489 | $2.89M | 0.24% | −5,573−9.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 53,633 | $2.89M | 0.19% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 53,800 | $2.90M | 0.65% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 53,958 | $2.91M | 0.60% | −2,370−4.2% | Reduced |
| Hillman Capital Management, Inc. | 53,966 | $2.91M | 1.83% | −15,474−22.3% | Reduced |
| Hilltop Holdings Inc. | 54,003 | $2.91M | 0.18% | +12,485+30.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 54,241 | $2.93M | 1.53% | −1,884−3.4% | Reduced |
| Bonness Enterprises Inc | 54,300 | $2.93M | 1.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 54,302 | $2.93M | 0.14% | −12,934−19.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 54,397 | $2.93M | 0.17% | −2,603−4.6% | Reduced |
| Boston Partners | 54,422 | $2.94M | 0.00% | −11,205−17.1% | Reduced |
| Erste Asset Management GmbH | 54,391 | $2.94M | 0.02% | −28,226−34.2% | Reduced |
| Marietta Investment Partners LLC | 54,562 | $2.94M | 0.58% | +18,375+50.8% | Added |
| Essex Financial Services, Inc. | 54,652 | $2.95M | 0.17% | +4,248+8.4% | Added |
| Snowden Capital Advisors LLC | 54,765 | $2.95M | 0.08% | −369−0.7% | Reduced |
| Summit Trail Advisors, LLC | 54,766 | $2.95M | 0.05% | −6,469−10.6% | Reduced |
| MUFG Securities Americas Inc. | 54,844 | $2.96M | 0.18% | −44−0.1% | Reduced |
| Capital International Ltd | 54,885 | $2.96M | 0.10% | −6,090−10.0% | Reduced |
| Trust Co of Vermont | 55,026 | $2.97M | 0.12% | −1,450−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 55,313 | $2.98M | 0.09% | −5,251−8.7% | Reduced |
| Securian Asset Management, Inc | 55,356 | $2.99M | 0.11% | −42,943−43.7% | Reduced |
| Machina Capital S.A.S. | 55,371 | $2.99M | 0.57% | −56,555−50.5% | Reduced |
| GF Fund Management Co. Ltd. | 55,513 | $2.99M | 0.05% | −1,047−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 56,269 | $3.04M | 0.07% | +28,214+100.6% | Added |
| Whittier Trust Co | 55,906 | $3.04M | 0.03% | −6,650−10.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 56,649 | $3.06M | 0.11% | +56,649 | New |
| Transcend Wealth Collective, LLC | 56,657 | $3.06M | 0.24% | −2,872−4.8% | Reduced |
| IFG Advisory, LLC | 56,763 | $3.06M | 0.13% | +4,952+9.6% | Added |
| PFG Investments, LLC | 56,783 | $3.06M | 0.14% | −1,315−2.3% | Reduced |
| Kendall Capital Management | 56,785 | $3.06M | 0.64% | −2,697−4.5% | Reduced |
| Associated Banc-Corp | 56,910 | $3.07M | 0.08% | −21,360−27.3% | Reduced |
| Principal Securities, Inc. | 56,927 | $3.07M | 0.05% | +11,378+25.0% | Added |