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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 56,942 | $3.07M | 0.06% | +56,942 | New |
| Savvy Advisors, Inc. | 57,170 | $3.08M | 0.10% | +9,893+20.9% | Added |
| Warren Averett Asset Management, LLC | 57,468 | $3.10M | 0.03% | +13,939+32.0% | Added |
| Leelyn Smith, LLC | 57,634 | $3.11M | 0.45% | +2,630+4.8% | Added |
| Morningstar Investment Management LLC | 57,779 | $3.12M | 0.18% | −104,607−64.4% | Reduced |
| NBT Bank N A | 57,536 | $3.12M | 0.20% | −963−1.6% | Reduced |
| Truvestments Capital LLC | 57,981 | $3.13M | 0.57% | −838−1.4% | Reduced |
| 44 Wealth Management LLC | 58,080 | $3.13M | 1.05% | −8,482−12.7% | Reduced |
| Tower Research Capital LLC (TRC) | 58,100 | $3.13M | 0.08% | −17,426−23.1% | Reduced |
| National Asset Management, Inc. | 58,299 | $3.14M | 0.15% | −76,636−56.8% | Reduced |
| Four Tree Island Advisory LLC | 58,337 | $3.15M | 1.74% | −793−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 67,193 | $3.15M | 0.08% | −3,135−4.5% | Reduced |
| Park Avenue Securities LLC | 58,585 | $3.16M | 0.03% | +4,754+8.8% | Added |
| Venture Visionary Partners LLC | 56,458 | $3.18M | 0.10% | +3,383+6.4% | Added |
| Bessemer Group Inc | 59,048 | $3.19M | 0.00% | −4,979−7.8% | Reduced |
| Integras Partners LLC | 59,340 | $3.20M | 2.59% | −10,940−15.6% | Reduced |
| Wesleyan Assurance Society | 59,492 | $3.21M | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59,788 | $3.22M | 0.09% | −430−0.7% | Reduced |
| Nomura Holdings Inc | 59,923 | $3.23M | 0.01% | −225,160−79.0% | Reduced |
| American Financial Group Inc | 60,000 | $3.24M | 1.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 59,475 | $3.24M | 0.13% | +2,110+3.7% | Added |
| Royal Fund Management, LLC | 60,467 | $3.26M | 0.30% | +20,625+51.8% | Added |
| Leonteq Securities AG | 60,834 | $3.28M | 0.18% | +37,794+164.0% | Added |
| Donaldson Capital Management, LLC | 61,122 | $3.30M | 0.10% | +1,900+3.2% | Added |
| Next Level Private LLC | 61,227 | $3.30M | 0.87% | +4,927+8.8% | Added |
| Family Management Corp | 61,479 | $3.32M | 0.42% | −3,712−5.7% | Reduced |
| EFG International AG | 61,605 | $3.32M | 0.06% | +61,605 | New |
| Consolidated Planning Corp | 61,789 | $3.33M | 0.34% | +61,789 | New |
| Occudo Quantitative Strategies LP | 61,820 | $3.33M | 0.22% | −8,692−12.3% | Reduced |
| Boston Private Wealth LLC | 61,995 | $3.34M | 0.20% | −9,404−13.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 61,721 | $3.35M | 0.08% | 00.0% | Unchanged |
| Sippican Capital Advisors | 62,052 | $3.35M | 2.15% | +4,000+6.9% | Added |
| Ritholtz Wealth Management | 62,577 | $3.38M | 0.06% | +42,658+214.2% | Added |
| Burney Co | 63,621 | $3.43M | 0.11% | +53,141+507.1% | Added |
| HighPoint Advisor Group LLC | 64,057 | $3.46M | 0.08% | +13,183+25.9% | Added |
| Romano Brothers and Company | 64,290 | $3.47M | 0.39% | −5,947−8.5% | Reduced |
| Pensionmark Financial Group, LLC | 64,471 | $3.48M | 0.06% | +7,977+14.1% | Added |
| Assenagon Asset Management S.A. | 64,654 | $3.49M | 0.01% | +715+1.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 64,669 | $3.49M | 0.15% | −11,200−14.8% | Reduced |
| Tufton Capital Management | 64,828 | $3.50M | 0.61% | −6,897−9.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,046 | $3.51M | 0.04% | +172+0.3% | Added |
| Edgar Lomax Co | 65,210 | $3.52M | 0.27% | −1,540−2.3% | Reduced |
| Aptus Capital Advisors, LLC | 65,893 | $3.55M | 0.03% | +4,419+7.2% | Added |
| Sowell Financial Services LLC | 66,105 | $3.57M | 0.13% | +9,205+16.2% | Added |
| Adviser Investments LLC | 66,110 | $3.57M | 0.04% | −13,405−16.9% | Reduced |
| Jacobi Capital Management LLC | 66,385 | $3.58M | 0.21% | −1,824−2.7% | Reduced |
| Perpetual Ltd | 66,741 | $3.60M | 0.05% | +36,562+121.2% | Added |
| Wedbush Securities Inc | 67,060 | $3.62M | 0.11% | +12,202+22.2% | Added |
| Bellevue Group AG | 67,082 | $3.62M | 0.07% | +19,469+40.9% | Added |
| Kerusso Capital Management LLC | 67,527 | $3.64M | 1.68% | +12,988+23.8% | Added |
| Tokio Marine Asset Management Co Ltd | 67,673 | $3.65M | 0.13% | +748+1.1% | Added |
| Commonwealth Retirement Investments LLC | 67,882 | $3.66M | 1.18% | +1,922+2.9% | Added |
| Griffin Asset Management, Inc. | 68,448 | $3.69M | 0.40% | +1,222+1.8% | Added |
| Benedict Financial Advisors Inc | 68,637 | $3.70M | 0.78% | +3,837+5.9% | Added |
| Picton Mahoney Asset Management | 68,681 | $3.70M | 0.04% | +68,658+298,513.0% | Added |
| Brinker Capital Investments, LLC | 68,990 | $3.72M | 0.03% | +17,506+34.0% | Added |
| SS&H Financial Advisors, Inc. | 69,350 | $3.74M | 1.09% | +13,450+24.1% | Added |
| Savant Capital, LLC | 70,505 | $3.80M | 0.02% | +17,022+31.8% | Added |
| Empirical Finance, LLC | 70,635 | $3.81M | 0.18% | −3,120−4.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 71,011 | $3.83M | 0.18% | +55,355+353.6% | Added |
| WBI Investments | 71,075 | $3.83M | 1.00% | +11,272+18.8% | Added |
| E. Ohman J:or Asset Management AB | 71,112 | $3.84M | 0.09% | +46,000+183.2% | Added |
| Argyle Capital Management Inc. | 71,962 | $3.88M | 1.30% | +3,260+4.7% | Added |
| Toth Financial Advisory Corp | 71,989 | $3.88M | 0.42% | +3,705+5.4% | Added |
| Vise Technologies, Inc. | 72,138 | $3.89M | 0.08% | +18,547+34.6% | Added |
| Summit Financial, LLC | 72,151 | $3.89M | 0.06% | +7,498+11.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 72,474 | $3.91M | 1.35% | −5,022−6.5% | Reduced |
| North Dakota State Investment Board | 72,479 | $3.91M | 0.15% | +72,479 | New |
| Perigon Wealth Management, LLC | 72,670 | $3.92M | 0.07% | +13,485+22.8% | Added |
| Round Hill Asset Management | 73,183 | $3.95M | 2.49% | +2,532+3.6% | Added |
| EP Wealth Advisors, LLC | 73,210 | $3.95M | 0.02% | +73,210 | New |
| Cary Street Partners Financial LLC | 73,395 | $3.96M | 0.10% | −33,050−31.0% | Reduced |
| Parsons Capital Management Inc | 73,457 | $3.96M | 0.22% | +443+0.6% | Added |
| Krilogy Financial LLC | 73,468 | $4.01M | 0.14% | +28,033+61.7% | Added |
| Avantax Planning Partners, Inc. | 74,548 | $4.02M | 0.11% | +5,070+7.3% | Added |
| Continental Advisors LLC | 74,754 | $4.03M | 2.62% | +74,754 | New |
| Ar Asset Management Inc | 74,774 | $4.03M | 0.82% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 74,658 | $4.05M | 0.22% | +1,674+2.3% | Added |
| Versant Capital Management, Inc | 75,178 | $4.06M | 0.51% | −5,442−6.8% | Reduced |
| Moors & Cabot, Inc. | 75,200 | $4.06M | 0.17% | +6,385+9.3% | Added |
| Integrated Wealth Concepts LLC | 75,299 | $4.06M | 0.05% | +3,227+4.5% | Added |
| Taproot Management LP | 75,366 | $4.07M | 0.66% | +75,366 | New |
| Asset One Wealth Management LLC | 72,912 | $4.08M | 0.56% | +72,912 | New |
| Cypress Capital Group | 75,554 | $4.08M | 0.46% | +2,193+3.0% | Added |
| Stock Yards Bank & Trust Co | 75,655 | $4.08M | 0.12% | −2,205−2.8% | Reduced |
| CAPROCK Group, Inc. | 76,135 | $4.11M | 0.09% | +12,822+20.3% | Added |
| Global X Japan Co., Ltd. | 76,173 | $4.11M | 0.31% | +59,269+350.6% | Added |
| Delta Asset Management LLC | 76,239 | $4.11M | 0.35% | +1,441+1.9% | Added |
| Fred Alger Management, LLC | 76,347 | $4.12M | 0.02% | −226−0.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 76,818 | $4.14M | 0.59% | +76,818 | New |
| Rodgers Brothers Inc. | 77,540 | $4.18M | 0.50% | −1,187−1.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 77,605 | $4.19M | 0.75% | −14,322−15.6% | Reduced |
| Sigma Planning Corp | 77,789 | $4.20M | 0.12% | +9,703+14.3% | Added |
| Twin Capital Management Inc | 78,002 | $4.21M | 0.52% | −1,122−1.4% | Reduced |
| Ingalls & Snyder LLC | 78,222 | $4.22M | 0.16% | −33,848−30.2% | Reduced |
| Farther Finance Advisors, LLC | 78,283 | $4.22M | 0.05% | +40,756+108.6% | Added |
| Radnor Capital Management, LLC | 78,358 | $4.23M | 0.63% | +1,785+2.3% | Added |
| Partners Capital Investment Group, LLP | 78,972 | $4.26M | 0.16% | +6,762+9.4% | Added |
| BNP Paribas | 79,045 | $4.26M | 0.12% | +42,960+119.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 79,540 | $4.29M | 0.08% | +1,371+1.8% | Added |