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; 2,530 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
- 2,463
- +234 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
- 379
- 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 270 | $14.6K | 0.01% | +270 | New |
| Sfam, LLC | 273 | $14.7K | 0.01% | +273 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 275 | $14.8K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 277 | $15.0K | 0.01% | +3+1.1% | Added |
| Avion Wealth | 291 | $15.0K | 0.00% | +161+123.8% | Added |
| Fourth Dimension Wealth, LLC | 284 | $15.3K | 0.01% | +34+13.6% | Added |
| Hager Investment Management Services, LLC | 285 | $15.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 284 | $15.9K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 295 | $15.9K | 0.01% | +295 | New |
| Hoey Investments, Inc | 300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $16.2K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 300 | $16.2K | 0.01% | +300 | New |
| Winch Advisory Services, LLC | 304 | $16.4K | 0.00% | +4+1.3% | Added |
| Hollencrest Capital Management | 305 | $16.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 307 | $16.6K | 0.00% | +159+107.4% | Added |
| Atomic Invest LLC | 308 | $16.7K | 0.01% | +308 | New |
| MidFirst Bank | 8,013 | $16.9K | 0.00% | +8,013 | New |
| Dorato Capital Management | 300 | $17.1K | 0.01% | +300 | New |
| YANKCOM Partnership | 322 | $17.4K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 324 | $17.5K | 0.01% | +20+6.6% | Added |
| Cetera Trust Company, N.A | 330 | $17.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $18.1K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 340 | $18.3K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 340 | $18.3K | 0.01% | +340 | New |
| Quattro Advisors LLC | 341 | $18.4K | 0.01% | +341 | New |
| Park Square Financial Group, LLC | 325 | $18.4K | 0.11% | +325 | New |
| Anfield Capital Management, LLC | 343 | $18.5K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 350 | $18.9K | 0.01% | +350 | New |
| Tripletail Wealth Management, LLC | 376 | $20.3K | 0.03% | −118−23.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 382 | $20.6K | 0.00% | +382 | New |
| Navigoe, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 395 | $21.3K | 0.01% | +395 | New |
| Financial Freedom, LLC | 407 | $21.9K | 0.01% | +2+0.5% | Added |
| 1015 Capital Partners, LLC | 420 | $22.7K | 0.02% | +420 | New |
| Howard Hughes Medical Institute | 438 | $23.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 440 | $23.7K | 0.01% | +10+2.3% | Added |
| IMG Wealth Management, Inc. | 440 | $23.7K | 0.02% | +233+112.6% | Added |
| Dogwood Wealth Management LLC | 442 | $23.8K | 0.01% | +6+1.4% | Added |
| Contravisory Investment Management, Inc. | 448 | $24.2K | 0.00% | −2,506−84.8% | Reduced |
| Pinney & Scofield, Inc. | 450 | $24.3K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 451 | $24.3K | 0.01% | +69+18.1% | Added |
| Ares Financial Consulting, LLC | 451 | $24.3K | 0.02% | +451 | New |
| Bell Investment Advisors, Inc | 462 | $24.9K | 0.00% | +97+26.6% | Added |
| Newbridge Financial Services Group, Inc. | 470 | $25.4K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 470 | $25.4K | 0.00% | +470 | New |
| UMA Financial Services, Inc. | 477 | $25.7K | 0.00% | +202+73.5% | Added |
| Fortis Group Advisors, LLC | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 520 | $28.0K | 0.00% | +65+14.3% | Added |
| Avalon Trust Co | 521 | $28.1K | 0.00% | −1,344−72.1% | Reduced |
| North Ridge Wealth Advisors, Inc. | 530 | $28.6K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 557 | $30.1K | 0.01% | +6+1.1% | Added |
| Raleigh Capital Management Inc. | 563 | $30.4K | 0.01% | −1,525−73.0% | Reduced |
| Bayban | 575 | $31.0K | 0.03% | +575 | New |
| Accordant Advisory Group Inc | 583 | $31.4K | 0.02% | +3+0.5% | Added |
| Roxbury Financial LLC | 593 | $32.0K | 0.03% | −147−19.9% | Reduced |
| Harbor Capital Advisors, Inc. | 585 | $32.0K | 0.00% | −20−3.3% | Reduced |
| Eq Wealth Advisors, LLC | 600 | $32.4K | 0.02% | +600 | New |
| Cape Investment Advisory, Inc. | 613 | $33.0K | 0.01% | +287+88.0% | Added |
| Core Alternative Capital | 620 | $33.4K | 0.01% | −80−11.4% | Reduced |
| Cornerstone Planning Group LLC | 617 | $33.7K | 0.01% | −398−39.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 634 | $34.2K | 0.02% | +7+1.1% | Added |
| Garner Asset Management Corp | 640 | $34.5K | 0.01% | +640 | New |
| Goodman Advisory Group, LLC | 647 | $34.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 656 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 649 | $35.0K | 0.01% | +31+5.0% | Added |
| Wolff Wiese Magana LLC | 666 | $35.9K | 0.02% | +1+0.2% | Added |
| Westend Capital Management, LLC | 668 | $36.0K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 686 | $37.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 696 | $37.5K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 700 | $37.8K | 0.01% | −40−5.4% | Reduced |
| Beacon Financial Strategies CORP | 711 | $38.4K | 0.02% | +711 | New |
| Clark Wealth Partners | 717 | $38.7K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 718 | $38.7K | 0.03% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 728 | $39.3K | 0.02% | +728 | New |
| Sarver Vrooman Wealth Advisors | 739 | $39.9K | 0.03% | −446−37.6% | Reduced |
| Evelyn Partners Asset Management Ltd | 764 | $41.2K | 0.01% | +214+38.9% | Added |
| Blue Bell Private Wealth Management, LLC | 796 | $42.9K | 0.01% | +303+61.5% | Added |
| Lipe & Dalton | 800 | $43.0K | 0.02% | −1,150−59.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 800 | $43.2K | 0.01% | −213−21.0% | Reduced |
| Albion Financial Group | 800 | $43.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 819 | $44.2K | 0.01% | +4+0.5% | Added |
| Kerr Financial Planning Corp | 744 | $44.7K | 0.06% | +2+0.3% | Added |
| Turning Point Benefit Group, Inc. | 852 | $46.0K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 872 | $47.0K | 0.03% | +872 | New |
| REAP Financial Group, LLC | 879 | $47.4K | 0.01% | +182+26.1% | Added |
| Garton & Associates Financial Advisors LLC | 891 | $48.0K | 0.03% | +891 | New |
| Heritage Wealth Advisors | 900 | $48.5K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 903 | $48.7K | 0.02% | +276+44.0% | Added |
| Roble, Belko & Company, Inc | 903 | $49.0K | 0.01% | +109+13.7% | Added |
| Rakuten Securities, Inc. | 912 | $49.2K | 0.02% | −1,058−53.7% | Reduced |
| POM Investment Strategies, LLC | 913 | $49.3K | 0.03% | +913 | New |
| Chesapeake Asset Management LLC | 917 | $49.5K | 0.04% | 00.0% | Unchanged |
| Banque Transatlantique SA | 920 | $49.6K | 0.00% | −800−46.5% | Reduced |
| Proathlete Wealth Management LLC | 930 | $50.2K | 0.01% | −1,506−61.8% | Reduced |
| Birchwood Financial Partners, Inc. | 930 | $50.2K | 0.05% | +930 | New |
| Global Wealth Strategies & Associates | 944 | $50.9K | 0.01% | +469+98.7% | Added |
| Nexus Investment Management ULC | 953 | $51.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 958 | $51.7K | 0.05% | −77−7.4% | Reduced |
| Sachetta, LLC | 965 | $52.1K | 0.03% | −149−13.4% | Reduced |