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 |
|---|---|---|---|---|---|
| Searle & Co. | 79,811 | $4.31M | 1.11% | +1,350+1.7% | Added |
| Axxcess Wealth Management, LLC | 79,944 | $4.31M | 0.08% | +2,475+3.2% | Added |
| Providence Capital Advisors, LLC | 80,073 | $4.32M | 0.73% | +2,757+3.6% | Added |
| First Citizens Bank & Trust Co | 80,461 | $4.34M | 0.09% | −1,118−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 80,477 | $4.34M | 0.01% | −151,099−65.2% | Reduced |
| Daymark Wealth Partners, LLC | 80,547 | $4.34M | 0.14% | +3,532+4.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 80,609 | $4.35M | 1.84% | +5,217+6.9% | Added |
| Hikari Tsushin, Inc. | 81,141 | $4.38M | 0.29% | 00.0% | Unchanged |
| Independent Advisor Alliance | 81,435 | $4.39M | 0.11% | −6,200−7.1% | Reduced |
| McMillan Office, Inc. | 81,493 | $4.40M | 0.53% | +81,493 | New |
| Whittier Trust Co of Nevada Inc | 81,995 | $4.46M | 0.09% | −3,847−4.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 83,057 | $4.48M | 0.20% | +4,879+6.2% | Added |
| MUFG Securities EMEA plc | 83,471 | $4.50M | 0.05% | +44,511+114.2% | Added |
| Signature Wealth Management Group | 83,525 | $4.51M | 1.84% | +1,832+2.2% | Added |
| Brown Brothers Harriman & Co | 84,502 | $4.56M | 0.02% | +7,223+9.3% | Added |
| Clear Street Markets LLC | 85,424 | $4.61M | 0.82% | +76,816+892.4% | Added |
| Naples Global Advisors, LLC | 85,530 | $4.61M | 0.34% | +3,887+4.8% | Added |
| Castleview Partners, LLC | 85,542 | $4.61M | 2.29% | +11,504+15.5% | Added |
| Advisory Services Network, LLC | 85,976 | $4.64M | 0.07% | −19,348−18.4% | Reduced |
| Sage Capital Advisors,llc | 86,678 | $4.68M | 1.11% | −513−0.6% | Reduced |
| GAM Holding AG | 86,896 | $4.69M | 0.30% | −95,873−52.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 87,063 | $4.70M | 0.18% | +22,986+35.9% | Added |
| HB Wealth Management, LLC | 87,126 | $4.70M | 0.03% | +9,429+12.1% | Added |
| Atria Investments LLC | 88,887 | $4.79M | 0.05% | −16,957−16.0% | Reduced |
| Tocqueville Asset Management L.P. | 89,447 | $4.82M | 0.07% | −23,114−20.5% | Reduced |
| First Manhattan Co | 89,465 | $4.83M | 0.01% | +16,671+22.9% | Added |
| Global Retirement Partners, LLC | 89,952 | $4.85M | 0.09% | +60,544+205.9% | Added |
| Gladstone Institutional Advisory LLC | 90,176 | $4.86M | 0.18% | −9,545−9.6% | Reduced |
| Hennessy Advisors Inc | 90,700 | $4.89M | 0.17% | −5,000−5.2% | Reduced |
| Meritage Portfolio Management | 91,145 | $4.92M | 0.33% | +84,761+1,327.7% | Added |
| Geneos Wealth Management Inc. | 91,215 | $4.92M | 0.12% | −2,126−2.3% | Reduced |
| Apollon Wealth Management, LLC | 92,527 | $4.99M | 0.09% | +7,131+8.4% | Added |
| Catherine Avery Investment Management LLC | 92,839 | $5.01M | 3.00% | +183+0.2% | Added |
| New Mexico Educational Retirement Board | 93,034 | $5.02M | 0.15% | +1,100+1.2% | Added |
| Tobam | 93,924 | $5.07M | 1.24% | −1,671−1.7% | Reduced |
| Welch & Forbes LLC | 94,006 | $5.07M | 0.06% | −3,472−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 94,438 | $5.09M | 0.05% | −6,356−6.3% | Reduced |
| Davy Global Fund Management Ltd | 95,110 | $5.13M | 0.35% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 95,807 | $5.17M | 0.06% | −3,601−3.6% | Reduced |
| Plato Investment Management Ltd | 95,353 | $5.17M | 0.34% | +1,883+2.0% | Added |
| Signaturefd, LLC | 95,847 | $5.17M | 0.08% | +857+0.9% | Added |
| Thor Investment Management Inc | 96,070 | $5.18M | 2.97% | +1,937+2.1% | Added |
| Pallas Capital Advisors LLC | 96,157 | $5.19M | 0.17% | +63,750+196.7% | Added |
| Bluefin Capital Management, LLC | 97,498 | $5.26M | 1.48% | – | – |
| Abn Amro Investment Solutions | 98,319 | $5.30M | 0.08% | +74,202+307.7% | Added |
| Aaron Wealth Advisors | 98,409 | $5.31M | 0.30% | +2,365+2.5% | Added |
| Legato Capital Management LLC | 99,584 | $5.37M | 0.46% | +57,438+136.3% | Added |
| FourWorld Capital Management LLC | 100,000 | $5.39M | 5.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 100,151 | $5.40M | 0.02% | +514+0.5% | Added |
| Capital Management Corp | 100,513 | $5.42M | 0.89% | −11,157−10.0% | Reduced |
| Metis Global Partners, LLC | 100,595 | $5.43M | 0.13% | −7,145−6.6% | Reduced |
| Leuthold Group, LLC | 101,025 | $5.45M | 0.59% | +101,025 | New |
| Gulf International Bank (UK) Ltd | 101,087 | $5.45M | 0.18% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 101,185 | $5.46M | 0.11% | 00.0% | Unchanged |
| Vident Advisory, LLC | 101,221 | $5.46M | 0.05% | −889−0.9% | Reduced |
| Glenview Trust Co | 102,129 | $5.51M | 0.08% | −257−0.3% | Reduced |
| Clearbridge Investments, LLC | 102,185 | $5.51M | 0.00% | −4,942−4.6% | Reduced |
| Evolve Private Wealth, LLC | 102,238 | $5.51M | 0.33% | +102,238 | New |
| Ci Investments Inc. | 102,324 | $5.52M | 0.02% | −18,125−15.0% | Reduced |
| Tiaa Trust, National Association | 102,377 | $5.52M | 0.01% | −2,591−2.5% | Reduced |
| Capital International Sarl | 102,452 | $5.53M | 0.09% | −16,474−13.9% | Reduced |
| Banque Cantonale Vaudoise | 102,547 | $5.53M | 0.20% | −25,225−19.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 102,802 | $5.55M | 0.08% | −106,934−51.0% | Reduced |
| Hudson Capital Management LLC | 102,952 | $5.55M | 1.39% | +6,328+6.5% | Added |
| Trust Co of Toledo NA | 103,227 | $5.57M | 0.55% | −55,523−35.0% | Reduced |
| Allianz SE | 103,850 | $5.60M | 0.07% | +9,817+10.4% | Added |
| Louisiana State Employees Retirement System | 104,000 | $5.61M | 0.10% | −2,800−2.6% | Reduced |
| Dark Forest Capital Management LP | 104,004 | $5.61M | 0.26% | +59,431+133.3% | Added |
| Silvercrest Asset Management Group LLC | 104,149 | $5.62M | 0.04% | +223+0.2% | Added |
| Cardinal Capital Management | 104,288 | $5.63M | 0.75% | +1,075+1.0% | Added |
| Wright Investors Service Inc | 104,570 | $5.64M | 1.69% | +22,657+27.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 104,898 | $5.66M | 0.05% | −7,081−6.3% | Reduced |
| Thompson Investment Management, Inc. | 105,495 | $5.69M | 0.71% | +2,542+2.5% | Added |
| Intact Investment Management Inc. | 106,100 | $5.72M | 0.16% | +49,900+88.8% | Added |
| Central Trust Co | 106,240 | $5.73M | 0.11% | −6,408−5.7% | Reduced |
| Equitable Holdings, Inc. | 106,650 | $5.75M | 0.04% | +1,435+1.4% | Added |
| Johnson Investment Counsel Inc | 107,058 | $5.77M | 0.05% | −1,855−1.7% | Reduced |
| Miller Value Partners, LLC | 108,000 | $5.83M | 2.05% | 00.0% | Unchanged |
| Close Asset Management Ltd | 108,198 | $5.84M | 0.13% | −2,845−2.6% | Reduced |
| Mutual Advisors, LLC | 109,099 | $5.88M | 0.13% | +217+0.2% | Added |
| HM Payson & Co | 109,413 | $5.90M | 0.08% | +14,921+15.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 109,461 | $5.90M | 1.77% | +1,690+1.6% | Added |
| Brighton Jones LLC | 110,540 | $5.96M | 0.22% | +76,067+220.7% | Added |
| Bryn Mawr Trust Co | 111,176 | $6.00M | 0.14% | −5,083−4.4% | Reduced |
| Promethos Capital, LLC | 111,756 | $6.03M | 1.64% | −6,419−5.4% | Reduced |
| Miracle Mile Advisors, LLC | 111,878 | $6.03M | 0.09% | +513+0.5% | Added |
| Convergence Investment Partners, LLC | 112,072 | $6.05M | 1.20% | +10,712+10.6% | Added |
| Resources Investment Advisors, LLC. | 112,773 | $6.08M | 0.06% | +81,191+257.1% | Added |
| Phoenix Holdings Ltd. | 114,254 | $6.16M | 0.07% | +8,100+7.6% | Added |
| AlTi Global, Inc. | 114,769 | $6.19M | 0.13% | +110,168+2,394.4% | Added |
| CWA Asset Management Group, LLC | 115,068 | $6.21M | 0.22% | −35,291−23.5% | Reduced |
| Bridger Management, LLC | 115,179 | $6.21M | 3.99% | +115,179 | New |
| Benjamin Edwards Inc | 115,206 | $6.21M | 0.07% | +1,751+1.5% | Added |
| Lido Advisors, LLC | 127,343 | $6.23M | 0.02% | +13,498+11.9% | Added |
| Telos Capital Management, Inc. | 116,022 | $6.26M | 0.58% | +302+0.3% | Added |
| Exchange Traded Concepts, LLC | 116,233 | $6.27M | 0.05% | −523,740−81.8% | Reduced |
| Horizon Investments, LLC | 117,989 | $6.29M | 0.08% | −137,701−53.9% | Reduced |
| Hartford Investment Management Co | 117,620 | $6.34M | 0.19% | −1,522−1.3% | Reduced |
| Azimuth Capital Investment Management LLC | 117,767 | $6.35M | 0.23% | +12,425+11.8% | Added |
| Pinnacle Associates Ltd | 118,070 | $6.37M | 0.08% | +9,997+9.3% | Added |