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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 2,463 | $132.9K | 0.01% | −771−23.8% | Reduced |
| First Command Advisory Services, Inc. | 2,518 | $135.8K | 0.00% | +628+33.2% | Added |
| American National Bank | 2,521 | $136.0K | 0.01% | +120+5.0% | Added |
| CrossGen Wealth, LLC | 2,529 | $136.4K | 0.12% | +2,529 | New |
| Bogart Wealth, LLC | 2,597 | $140.1K | 0.01% | −1,024−28.3% | Reduced |
| Clean Yield Group | 2,680 | $144.6K | 0.04% | −241−8.3% | Reduced |
| HFM Investment Advisors, LLC | 2,703 | $145.8K | 0.06% | +43+1.6% | Added |
| Horizon Bancorp Inc | 2,702 | $146.0K | 0.07% | −144−5.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,716 | $146.5K | 0.01% | +73+2.8% | Added |
| BOK Financial Private Wealth, Inc. | 2,729 | $147.2K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,731 | $147.3K | 0.09% | +2,731 | New |
| Financial Consulate, Inc | 2,750 | $148.3K | 0.02% | −148−5.1% | Reduced |
| Wall Street Access Asset Management, LLC | 2,760 | $148.9K | 0.03% | −100−3.5% | Reduced |
| Tower View Investment Management & Research LLC | 2,785 | $150.2K | 0.07% | +30+1.1% | Added |
| DV Equities, LLC | 2,839 | $153.1K | 0.03% | +2,839 | New |
| West Branch Capital LLC | 2,848 | $153.6K | 0.04% | +85+3.1% | Added |
| Sherman Asset Management, Inc. | 2,849 | $153.7K | 0.13% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,972 | $160.3K | 0.06% | +2,972 | New |
| Strive Financial Group ,LLC | 2,974 | $160.4K | 0.08% | +2,974 | New |
| Plante Moran Financial Advisors, LLC | 2,977 | $160.6K | 0.01% | −2−0.1% | Reduced |
| Quent Capital, LLC | 2,985 | $161.0K | 0.01% | +666+28.7% | Added |
| Root Financial Partners, LLC | 3,023 | $163.1K | 0.01% | −2,258−42.8% | Reduced |
| Golden State Wealth Management, LLC | 3,027 | $163.3K | 0.02% | −483−13.8% | Reduced |
| Colonial Trust Advisors | 3,051 | $164.6K | 0.01% | −516−14.5% | Reduced |
| Rossby Financial, LCC | 3,064 | $165.3K | 0.05% | +431+16.4% | Added |
| Piscataqua Savings Bank | 3,094 | $166.9K | 0.12% | −1,185−27.7% | Reduced |
| Creative Capital Management Investments LLC | 3,102 | $167.3K | 0.05% | +514+19.9% | Added |
| Medallion Wealth Advisors, LLC | 3,111 | $167.8K | 0.06% | +11+0.4% | Added |
| Creative Financial Designs Inc | 3,123 | $168.5K | 0.01% | +1,990+175.6% | Added |
| Sound Income Strategies, LLC | 3,072 | $169.7K | 0.01% | +171+5.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,200 | $173.0K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 3,228 | $173.9K | 0.19% | −1,000−23.7% | Reduced |
| First PREMIER Bank | 3,274 | $176.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,270 | $176.4K | 0.03% | +1,950+147.7% | Added |
| New Millennium Group LLC | 3,285 | $177.2K | 0.08% | +3,240+7,200.0% | Added |
| Murphy & Mullick Capital Management Corp | 3,308 | $178.4K | 0.13% | −762−18.7% | Reduced |
| Princeton Global Asset Management LLC | 3,364 | $181.5K | 0.03% | +1,521+82.5% | Added |
| Boreal Capital Management LLC | 3,385 | $182.6K | 0.14% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 3,392 | $183.0K | 0.12% | −242−6.7% | Reduced |
| Elevated Capital Advisors, LLC | 3,407 | $183.8K | 0.04% | +3,407 | New |
| Howard Capital Management Group, LLC | 3,455 | $186.4K | 0.01% | −5,281−60.5% | Reduced |
| Bullock Wealth Management Group | 3,521 | $189.9K | 0.09% | +22+0.6% | Added |
| S.A. Mason LLC | 3,616 | $195.0K | 0.08% | +3+0.1% | Added |
| Madison Asset Management, LLC | 3,712 | $200.2K | 0.00% | +3,712 | New |
| Cogent Strategic Wealth LLC | 3,669 | $200.5K | 0.22% | +3,669 | New |
| Woodward Diversified Capital, LLC | 3,725 | $200.9K | 0.09% | +3,725 | New |
| Warwick Investment Management, Inc. | 3,728 | $201.1K | 0.03% | +3,728 | New |
| Teza Capital Management LLC | 3,735 | $201.5K | 0.65% | +3,735 | New |
| PYA Waltman Capital, LLC | 3,737 | $201.6K | 0.05% | +3,737 | New |
| Advisory Advocates, LLC | 3,745 | $202.0K | 0.20% | +3,745 | New |
| Schmidt P J Investment Management Inc | 3,750 | $202.3K | 0.03% | +3,750 | New |
| Dearborn Partners LLC | 3,755 | $202.5K | 0.01% | +3,755 | New |
| PharVision Advisers, LLC | 3,762 | $202.9K | 0.10% | −2,596−40.8% | Reduced |
| Compass Ion Advisors, LLC | 3,764 | $203.0K | 0.02% | +3,764 | New |
| Reliant Investment Partners, LLC | 3,771 | $203.4K | 0.16% | +3,771 | New |
| Ellis Investment Partners, LLC | 3,787 | $204.3K | 0.04% | +3,787 | New |
| Seven Mile Advisory | 3,793 | $204.6K | 0.04% | +3,793 | New |
| Tiemann Investment Advisors, LLC | 3,796 | $204.8K | 0.08% | +3,796 | New |
| SFMG, LLC | 3,799 | $204.9K | 0.01% | −20,439−84.3% | Reduced |
| Mattern Wealth Management LLC | 3,800 | $205.0K | 0.04% | +3,800 | New |
| Thoroughbred Financial Services, LLC | 3,811 | $205.0K | 0.01% | −8,716−69.6% | Reduced |
| Klingman & Associates, LLC | 3,804 | $205.2K | 0.01% | +3,804 | New |
| Brady Martz Wealth Solutions, LLC | 3,812 | $205.6K | 0.04% | +3,812 | New |
| Tyche Wealth Partners LLC | 3,812 | $205.6K | 0.03% | +3,812 | New |
| 111 Capital | 3,820 | $206.1K | 0.04% | −16,218−80.9% | Reduced |
| Smith Thornton Advisors LLC | 3,829 | $206.5K | 0.11% | +3,829 | New |
| Pacific Sage Partners, LLC | 3,829 | $206.6K | 0.03% | +3,829 | New |
| Foster Group, Inc. | 3,830 | $206.6K | 0.01% | +3,830 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,834 | $206.8K | 0.04% | +998+35.2% | Added |
| Chase Investment Counsel Corp | 3,838 | $207.0K | 0.06% | −2,234−36.8% | Reduced |
| COFG Advisors, LLC | 3,851 | $207.7K | 0.05% | +3,851 | New |
| XTX Topco Ltd | 3,862 | $208.3K | 0.01% | −173,447−97.8% | Reduced |
| Kickstand Ventures, LLC. | 3,869 | $208.7K | 0.04% | +3,869 | New |
| Ofi Invest Asset Management | 4,545 | $208.7K | 0.00% | +1,717+60.7% | Added |
| Somerville Kurt F | 3,875 | $209.0K | 0.04% | +3,875 | New |
| Excelsior Advisor Network LLC | 3,875 | $209.0K | 0.10% | +3,875 | New |
| BIP Wealth, LLC | 3,883 | $209.5K | 0.01% | +3,883 | New |
| Hilton Head Capital Partners, LLC | 3,887 | $209.7K | 0.12% | +3,887 | New |
| Five Oceans Advisors | 3,895 | $210.1K | 0.07% | +3,895 | New |
| Mark Sheptoff Financial Planning, LLC | 3,900 | $210.4K | 0.10% | +3,150+420.0% | Added |
| Shrier Wealth Management, LLC | 3,903 | $210.5K | 0.08% | +3,903 | New |
| GM Advisory Group, Inc. | 3,907 | $210.7K | 0.01% | +3,907 | New |
| Atlas Wealth LLC | 3,915 | $211.2K | 0.06% | +3,915 | New |
| Win Advisors, Inc | 3,922 | $211.6K | 0.09% | +3,922 | New |
| Canopy Partners, LLC | 3,924 | $211.7K | 0.07% | +3,924 | New |
| Matrix Asset Advisors Inc | 3,929 | $211.9K | 0.02% | +3,929 | New |
| Luts & Greenleigh Group, Inc | 3,950 | $213.1K | 0.18% | +3,950 | New |
| Wealth Management Associates, Inc. | 3,951 | $213.1K | 0.07% | −1,040−20.8% | Reduced |
| Stony Point Wealth Management Inc. | 3,956 | $213.4K | 0.08% | +3,956 | New |
| CFM Wealth Partners LLC | 4,000 | $215.8K | 0.03% | +4,000 | New |
| First National Bank of Mount Dora, Trust Investment Services | 4,002 | $215.9K | 0.05% | +4,002 | New |
| Addison Advisors LLC | 4,018 | $216.7K | 0.05% | +46+1.2% | Added |
| Berkshire Bank | 4,026 | $217.2K | 0.04% | −5,409−57.3% | Reduced |
| Spartan Planning & Wealth Management | 4,032 | $217.5K | 0.16% | +4,032 | New |
| Relyea Zuckerberg Hanson LLC | 4,040 | $217.9K | 0.02% | +4,040 | New |
| Eagle Wealth Strategies LLC | 4,041 | $218.0K | 0.10% | +4,041 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,044 | $218.1K | 0.34% | +4,044 | New |
| Barnes Wealth Management Group, Inc | 4,045 | $218.2K | 0.12% | +4,045 | New |
| Exeter Financial, LLC | 4,046 | $218.2K | 0.09% | +4,046 | New |
| New Republic Capital, LLC | 4,049 | $218.4K | 0.06% | +4,049 | New |