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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 4,058 | $218.9K | 0.02% | +4,058 | New |
| Certified Advisory Corp | 4,087 | $220.5K | 0.02% | +4,087 | New |
| Hudson Valley Investment Advisors Inc | 4,089 | $220.6K | 0.02% | −2,800−40.6% | Reduced |
| Wimmer Associates 1, LLC | 4,090 | $220.6K | 0.10% | +4,090 | New |
| Kidder Stephen W | 4,100 | $221.2K | 0.06% | +4,100 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,107 | $221.6K | 0.03% | +4,107 | New |
| Kercheville Advisors, LLC | 4,037 | $221.8K | 0.06% | +4,037 | New |
| Snowwater Investment Partners, LLC | 4,115 | $222.0K | 0.20% | +4,115 | New |
| Paragon Capital Management Ltd | 4,129 | $222.7K | 0.04% | +4,129 | New |
| CMG Global Holdings, LLC | 3,869 | $222.9K | 0.10% | +3,869 | New |
| High Net Worth Advisory Group LLC | 4,136 | $223.1K | 0.05% | −1,300−23.9% | Reduced |
| WT Wealth Management | 4,150 | $223.9K | 0.06% | −1,930−31.7% | Reduced |
| Forefront Wealth Partners, LLC | 4,156 | $224.2K | 0.11% | +4,156 | New |
| Alpha Family Trust | 4,160 | $224.4K | 0.10% | +4,160 | New |
| O'Keefe Stevens Advisory, Inc. | 4,170 | $224.9K | 0.06% | +4,170 | New |
| SkyOak Wealth, LLC | 4,171 | $225.0K | 0.04% | +4,171 | New |
| Essential Investment Partners LLC | 4,175 | $225.2K | 0.21% | +4,175 | New |
| Westover Capital Advisors, LLC | 4,182 | $225.6K | 0.04% | +4,182 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,186 | $225.8K | 0.01% | −830−16.5% | Reduced |
| Valley National Advisers Inc | 4,216 | $227.0K | 0.03% | −1,675−28.4% | Reduced |
| Doheny Asset Management | 4,200 | $227.0K | 0.14% | +4,200 | New |
| Ramiah Investment Group | 4,210 | $227.1K | 0.20% | +4,210 | New |
| Berger Financial Group, Inc | 4,210 | $227.1K | 0.01% | −1,055−20.0% | Reduced |
| Successful Portfolios LLC | 4,068 | $227.2K | 0.12% | +4,068 | New |
| Main Street Financial Solutions, LLC | 4,227 | $228.0K | 0.02% | −1,206−22.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,762 | $228.6K | 0.11% | +3,762 | New |
| Delta Investment Management, LLC | 4,244 | $228.9K | 0.04% | +4,244 | New |
| Pines Wealth Management, LLC | 4,244 | $228.9K | 0.07% | −274−6.1% | Reduced |
| Frisch Financial Group, Inc. | 4,246 | $229.0K | 0.05% | +4,246 | New |
| Bell Bank | 4,246 | $229.0K | 0.01% | −15,021−78.0% | Reduced |
| Regatta Capital Group, LLC | 4,256 | $229.6K | 0.03% | +4,256 | New |
| Shepherd Financial Partners LLC | 4,264 | $230.0K | 0.02% | −4,204−49.6% | Reduced |
| E&G Advisors, LP | 4,251 | $230.1K | 0.05% | +4,251 | New |
| ORG Wealth Partners, LLC | 4,267 | $230.1K | 0.05% | +3,615+554.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,272 | $230.4K | 0.09% | +4,272 | New |
| Ironwood Investment Counsel, LLC | 4,279 | $230.8K | 0.03% | −254−5.6% | Reduced |
| Good Steward Wealth Advisors,LLC | 4,296 | $231.7K | 0.15% | −2,088−32.7% | Reduced |
| Diligent Investors, LLC | 4,298 | $231.8K | 0.06% | +4,298 | New |
| Hummer Financial Advisory Services Inc | 4,300 | $231.9K | 0.16% | +4,300 | New |
| Bank of Stockton | 4,306 | $232.3K | 0.07% | −930−17.8% | Reduced |
| Annex Advisory Services, LLC | 4,313 | $232.6K | 0.00% | −225−5.0% | Reduced |
| LRI Investments, LLC | 4,313 | $232.6K | 0.02% | +1,879+77.2% | Added |
| KPP Advisory Services LLC | 4,313 | $232.6K | 0.03% | −2,160−33.4% | Reduced |
| First National Bank of Omaha | 4,296 | $232.9K | 0.01% | +4,296 | New |
| Hourglass Capital, LLC | 4,330 | $233.6K | 0.05% | +4,330 | New |
| Asset Dedication, LLC | 4,336 | $233.9K | 0.02% | −2,397−35.6% | Reduced |
| Resurgent Financial Advisors LLC | 4,357 | $235.0K | 0.12% | +4,357 | New |
| DDFG, Inc | 4,363 | $235.3K | 0.05% | +4,363 | New |
| Impact Capital Partners LLC | 4,363 | $235.3K | 0.07% | +4,363 | New |
| Quantum Financial Advisors, LLC | 4,372 | $235.8K | 0.03% | +4,372 | New |
| Pettyjohn, Wood & White, Inc | 4,373 | $235.9K | 0.04% | −356−7.5% | Reduced |
| Westbourne Investments, Inc. | 4,375 | $236.0K | 0.11% | +4,375 | New |
| Intelligence Driven Advisers, LLC | 4,376 | $236.0K | 0.03% | +4,376 | New |
| Westbourne Investment Advisors, Inc. | 4,377 | $236.1K | 0.07% | +4,377 | New |
| Vicus Capital | 4,387 | $236.6K | 0.02% | +4,387 | New |
| TFR Capital, LLC. | 4,388 | $236.7K | 0.08% | +4,388 | New |
| Bellevue Asset Management, LLC | 4,390 | $236.8K | 0.11% | +6+0.1% | Added |
| Brave Asset Management Inc | 4,400 | $237.3K | 0.06% | +4,400 | New |
| WBH Advisory Inc | 4,407 | $237.7K | 0.02% | +4,407 | New |
| First Hawaiian Bank | 4,435 | $239.2K | 0.03% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,444 | $239.7K | 0.05% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,449 | $240.0K | 0.05% | −315−6.6% | Reduced |
| Fagan Associates, Inc. | 4,452 | $240.1K | 0.03% | −66,048−93.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,455 | $240.3K | 0.03% | −383−7.9% | Reduced |
| Charter Capital Management, LLC | 4,461 | $240.6K | 0.12% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,474 | $241.8K | 0.02% | +4,474 | New |
| Element Wealth, LLC | 4,491 | $242.2K | 0.10% | +4,491 | New |
| Spirit of America Management Corp | 4,500 | $242.7K | 0.05% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 4,530 | $244.3K | 0.03% | −600−11.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,550 | $245.4K | 0.06% | −1,652−26.6% | Reduced |
| Lakeside Advisors, INC. | 4,555 | $245.7K | 0.16% | +4,555 | New |
| Naviter Wealth, LLC | 4,555 | $245.7K | 0.03% | −1,539−25.3% | Reduced |
| Waycross Partners, LLC | 4,557 | $245.8K | 0.02% | 00.0% | Unchanged |
| Skyview Financial Group LLC | 4,568 | $246.4K | 0.25% | +4,568 | New |
| Alchemi Wealth, LLC | 4,571 | $246.6K | 0.13% | +4,571 | New |
| Bedell Frazier Investment Counseling, LLC | 4,587 | $247.4K | 0.05% | +4,587 | New |
| Hickory Point Bank & Trust | 4,595 | $247.9K | 0.18% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 4,596 | $247.9K | 0.26% | −2,150−31.9% | Reduced |
| Armstrong Advisory Group, Inc | 4,602 | $248.2K | 0.02% | −589−11.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,606 | $248.4K | 0.05% | −214−4.4% | Reduced |
| Tradition Wealth Management, LLC | 4,611 | $248.7K | 0.02% | +4,611 | New |
| EJMK Ventures LLC | 4,612 | $248.8K | 0.15% | +4,612 | New |
| Mirabella Financial Services LLP | 4,632 | $249.8K | 0.02% | −35,913−88.6% | Reduced |
| Moment Partners, LLC | 4,633 | $249.9K | 0.05% | 00.0% | Unchanged |
| NDVR, Inc. | 4,645 | $250.6K | 0.21% | +4,645 | New |
| Novare Capital Management LLC | 4,655 | $251.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,692 | $253.1K | 0.02% | −1,016−17.8% | Reduced |
| Lathrop Investment Management Corp | 4,716 | $254.0K | 0.05% | +4,716 | New |
| Good Harbor Advisors, Inc. | 4,711 | $254.1K | 0.30% | +4,711 | New |
| SCS Capital Management LLC | 4,724 | $254.8K | 0.00% | −1,406−22.9% | Reduced |
| FLC Capital Advisors | 4,730 | $255.1K | 0.05% | +4,730 | New |
| First United Bank Trust | 4,741 | $255.7K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,741 | $255.7K | 0.05% | −33−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,753 | $256.0K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,743 | $256.0K | 0.02% | +341+7.7% | Added |
| PPS&V Asset Management Consultants, Inc. | 4,748 | $256.1K | 0.15% | −455−8.7% | Reduced |
| Gould Asset Management LLC | 4,767 | $257.1K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,769 | $257.2K | 0.01% | +44+0.9% | Added |
| Mather Group, LLC. | 4,770 | $257.3K | 0.00% | +1,689+54.8% | Added |
| Washington Trust Advisors, Inc. | 4,773 | $257.5K | 0.02% | 00.0% | Unchanged |