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 |
|---|---|---|---|---|---|
| Motco | 4,773 | $257.5K | 0.02% | +232+5.1% | Added |
| Genesee Capital Advisors, LLC | 4,776 | $257.6K | 0.10% | −92−1.9% | Reduced |
| Elmwood Wealth Management, Inc. | 4,776 | $257.6K | 0.08% | +4,776 | New |
| Signature Estate & Investment Advisors LLC | 4,776 | $257.6K | 0.01% | −209−4.2% | Reduced |
| Oxford Financial Group Ltd | 4,780 | $257.8K | 0.01% | −56−1.2% | Reduced |
| Barrett & Company, Inc. | 4,784 | $258.1K | 0.09% | −1,503−23.9% | Reduced |
| PCM Encore, LLC | 4,794 | $258.6K | 0.06% | +4,794 | New |
| Crews Bank & Trust | 4,799 | $258.9K | 0.04% | −452−8.6% | Reduced |
| Kavar Capital Partners Group, LLC | 4,802 | $259.0K | 0.04% | −61−1.3% | Reduced |
| Evermay Wealth Management LLC | 4,813 | $259.6K | 0.03% | −2,188−31.3% | Reduced |
| Maridea Wealth Management LLC | 4,820 | $260.0K | 0.04% | −8,352−63.4% | Reduced |
| Ambassador Advisors, LLC | 4,824 | $260.2K | 0.04% | +15+0.3% | Added |
| Crescent Grove Advisors, LLC | 4,830 | $260.5K | 0.02% | +4,830 | New |
| ProVise Management Group, LLC | 4,844 | $261.3K | 0.02% | +4+0.1% | Added |
| Guardian Wealth Advisors, LLC | 4,857 | $262.0K | 0.02% | +4,857 | New |
| Atlas Capital Advisors LLC | 4,869 | $262.6K | 0.03% | +4,869 | New |
| Optas, LLC | 4,883 | $263.4K | 0.04% | +4,883 | New |
| PCG Asset Management, LLC | 4,800 | $263.7K | 0.21% | −225−4.5% | Reduced |
| Wedgewood Investors Inc | 4,905 | $264.6K | 0.30% | −700−12.5% | Reduced |
| Z3 Capital Partners, LLC | 4,905 | $264.6K | 0.06% | +4,905 | New |
| Charles Schwab Trust Co | 4,916 | $265.2K | 0.02% | +10+0.2% | Added |
| Capital Investment Counsel, Inc | 4,919 | $265.3K | 0.03% | −800−14.0% | Reduced |
| CSM Advisors, LLC | 4,925 | $266.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,939 | $266.4K | 0.06% | +4,939 | New |
| MJP Associates Inc | 4,947 | $266.9K | 0.03% | +4,947 | New |
| Camelot Portfolios, LLC | 4,952 | $267.1K | 0.17% | −471−8.7% | Reduced |
| Portland Global Advisors LLC | 4,961 | $267.6K | 0.03% | −38−0.8% | Reduced |
| NBC Securities, Inc. | 4,974 | $268.3K | 0.02% | +311+6.7% | Added |
| Lifeworks Advisors, LLC | 4,975 | $268.4K | 0.03% | −557−10.1% | Reduced |
| Stonebridge Financial Group, LLC | 4,984 | $268.8K | 0.02% | −3,567−41.7% | Reduced |
| LCNB Corp | 4,990 | $269.2K | 0.09% | +240+5.1% | Added |
| Morse Asset Management, Inc | 5,000 | $269.7K | 0.05% | −800−13.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,000 | $269.7K | 0.01% | 00.0% | Unchanged |
| Granite Islands Private Wealth, LLC | 5,000 | $269.7K | 0.25% | +5,000 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 5,002 | $269.8K | 0.24% | −302−5.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,007 | $270.1K | 0.02% | −997−16.6% | Reduced |
| Bridgefront Capital, LLC | 5,011 | $270.3K | 0.07% | −28,393−85.0% | Reduced |
| Capital Square, LLC | 5,012 | $270.4K | 0.14% | −991−16.5% | Reduced |
| LMR Partners LLP | 5,013 | $270.4K | 0.00% | −74,775−93.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,026 | $271.1K | 0.02% | −21−0.4% | Reduced |
| Twin Lakes Capital Management, LLC | 5,031 | $271.4K | 0.12% | +54+1.1% | Added |
| CoreFirst Bank & Trust | 5,057 | $272.8K | 0.15% | −2,210−30.4% | Reduced |
| Peoples Bank | 5,069 | $273.4K | 0.17% | +250+5.2% | Added |
| CWC Advisors, LLC. | 5,089 | $274.5K | 0.13% | −20.0% | Reduced |
| Advus Financial Partners, LLC | 5,097 | $274.9K | 0.07% | +5,097 | New |
| Sentry Investment Management LLC | 5,098 | $275.0K | 0.18% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 5,100 | $275.1K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,106 | $275.4K | 0.02% | +5,106 | New |
| Sterneck Capital Management, LLC | 5,121 | $276.2K | 0.12% | −401−7.3% | Reduced |
| Sheets Smith Wealth Management | 5,129 | $276.7K | 0.03% | +518+11.2% | Added |
| Unified Investment Management | 5,142 | $277.4K | 0.28% | −1,293−20.1% | Reduced |
| Intellus Advisors LLC | 5,144 | $277.5K | 0.04% | +5,144 | New |
| Columbia Asset Management | 5,165 | $278.6K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,170 | $278.9K | 0.03% | +244+5.0% | Added |
| Phillips Wealth Planners LLC | 5,120 | $279.1K | 0.22% | −820−13.8% | Reduced |
| Focus Financial Network, Inc. | 5,174 | $279.1K | 0.01% | +20+0.4% | Added |
| Passumpsic Savings Bank | 5,195 | $280.2K | 0.15% | +5,195 | New |
| IVC Wealth Advisors LLC | 5,197 | $280.3K | 0.12% | −25−0.5% | Reduced |
| Boltwood Capital Management | 5,205 | $280.8K | 0.07% | −205−3.8% | Reduced |
| WSFS Capital Management, LLC | 5,214 | $281.2K | 0.01% | +29+0.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,221 | $281.6K | 0.09% | −354−6.3% | Reduced |
| GK Wealth Management LLC | 5,234 | $282.3K | 0.21% | −457−8.0% | Reduced |
| Hudock, Inc. | 5,235 | $282.4K | 0.04% | −187−3.4% | Reduced |
| Inscription Capital, LLC | 5,237 | $282.5K | 0.03% | −3,485−40.0% | Reduced |
| Arrow Financial Corp | 5,251 | $283.2K | 0.03% | −294−5.3% | Reduced |
| Financial Advisors Network, Inc. | 5,257 | $283.5K | 0.04% | −14−0.3% | Reduced |
| Peddock Capital Advisors, LLC | 5,261 | $283.8K | 0.06% | +20.0% | Added |
| Farringdon Capital, Ltd. | 5,286 | $285.1K | 0.07% | −9,576−64.4% | Reduced |
| Fairvoy Private Wealth, LLC | 5,289 | $285.3K | 0.06% | −1,910−26.5% | Reduced |
| Tudor Financial Inc. | 5,292 | $285.5K | 0.15% | −1,185−18.3% | Reduced |
| Roof Eidam & Maycock | 5,300 | $285.9K | 0.06% | −400−7.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,300 | $285.9K | 0.07% | +5,300 | New |
| Satovsky Asset Management LLC | 5,315 | $286.7K | 0.06% | +71+1.4% | Added |
| Clearview Wealth Advisors LLC | 5,326 | $287.3K | 0.18% | −292−5.2% | Reduced |
| JNBA Financial Advisors | 5,329 | $287.4K | 0.03% | +31+0.6% | Added |
| Haven Private, LLC | 5,338 | $287.9K | 0.13% | +611+12.9% | Added |
| Evelyn Partners Investment Management LLP | 5,339 | $288.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,340 | $288.0K | 0.10% | −174−3.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,343 | $288.2K | 0.03% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 5,343 | $288.2K | 0.19% | +5,343 | New |
| Clayton Financial Group LLC | 5,343 | $288.2K | 0.15% | +447+9.1% | Added |
| SOA Wealth Advisors, LLC. | 5,369 | $289.6K | 0.05% | −426−7.4% | Reduced |
| Venturi Wealth Management, LLC | 5,375 | $289.9K | 0.01% | −583−9.8% | Reduced |
| Reuter James Wealth Management, LLC | 5,383 | $290.4K | 0.04% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 5,390 | $290.7K | 0.14% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,393 | $290.9K | 0.02% | +5,393 | New |
| Chesley Taft & Associates LLC | 5,399 | $291.2K | 0.01% | +645+13.6% | Added |
| Caitlin John, LLC | 5,403 | $291.4K | 0.19% | −5,865−52.1% | Reduced |
| Trust Co of Oklahoma | 5,403 | $291.4K | 0.08% | +5,403 | New |
| Magnolia Capital Advisors LLC | 5,405 | $291.6K | 0.06% | +5,405 | New |
| Finer Wealth Management, Inc. | 5,410 | $291.8K | 0.14% | −995−15.5% | Reduced |
| PFG Advisors | 5,427 | $292.7K | 0.01% | −922−14.5% | Reduced |
| HBW Advisory Services LLC | 5,442 | $293.5K | 0.03% | −35−0.6% | Reduced |
| EPG Wealth Management LLC | 5,446 | $293.8K | 0.08% | +113+2.1% | Added |
| Counterpoint Mutual Funds LLC | 5,453 | $294.1K | 0.02% | +5,453 | New |
| Tradewinds, LLC. | 5,467 | $294.9K | 0.07% | −18−0.3% | Reduced |
| PKS Advisory Services, LLC | 5,480 | $295.6K | 0.07% | −41−0.7% | Reduced |
| Howe & Rusling Inc | 5,489 | $296.1K | 0.02% | −99−1.8% | Reduced |
| Patton Albertson Miller Group, LLC | 5,491 | $296.2K | 0.03% | +150+2.8% | Added |
| Traynor Capital Management, Inc. | 5,506 | $297.0K | 0.02% | −490−8.2% | Reduced |