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 |
|---|---|---|---|---|---|
| Family Wealth Partners, LLC | 5,520 | $297.7K | 0.11% | +5,520 | New |
| Whalerock Point Partners, LLC | 5,534 | $298.5K | 0.06% | −312−5.3% | Reduced |
| Xxi Wealth, LLC | 5,534 | $298.5K | 0.18% | +5,534 | New |
| Quantbot Technologies LP | 5,543 | $299.0K | 0.01% | −491,328−98.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,546 | $299.1K | 0.00% | +945+20.5% | Added |
| Fortitude Family Office, LLC | 5,546 | $299.2K | 0.07% | +56+1.0% | Added |
| Cascade Investment Group, Inc. | 5,565 | $300.2K | 0.20% | −399−6.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,577 | $300.8K | 0.02% | +492+9.7% | Added |
| Aberdeen Wealth Management LLC | 5,579 | $300.9K | 0.14% | −400−6.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,582 | $301.1K | 0.08% | +901+19.2% | Added |
| Lyell Wealth Management, LP | 5,595 | $301.8K | 0.02% | −50−0.9% | Reduced |
| Private Wealth Partners, LLC | 5,600 | $302.1K | 0.02% | −350−5.9% | Reduced |
| Miramontes Capital, LLC | 5,602 | $302.2K | 0.10% | +5,602 | New |
| Patriot Investment Management Inc. | 5,604 | $302.3K | 0.02% | −15−0.3% | Reduced |
| JB Capital LLC | 5,616 | $302.9K | 0.01% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 5,619 | $303.1K | 0.09% | +11+0.2% | Added |
| Mosaic Family Wealth Partners, LLC | 5,645 | $304.5K | 0.03% | +931+19.7% | Added |
| Zhang Financial LLC | 5,650 | $304.7K | 0.01% | −314−5.3% | Reduced |
| O'Brien Greene & Co. Inc | 5,660 | $305.3K | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,673 | $306.0K | 0.05% | +259+4.8% | Added |
| LMCG Investments, LLC | 5,673 | $306.0K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 5,676 | $306.2K | 0.07% | +5,676 | New |
| One Charles Private Wealth Services, LLC | 5,685 | $306.6K | 0.08% | −915−13.9% | Reduced |
| Cravens & Co Advisors, LLC | 5,491 | $307.1K | 0.20% | −23−0.4% | Reduced |
| Shufro Rose & Co LLC | 5,700 | $307.5K | 0.02% | −2,800−32.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,701 | $307.5K | 0.02% | +1,160+25.5% | Added |
| Bailard, Inc. | 5,724 | $308.8K | 0.01% | −461−7.5% | Reduced |
| Northwest Bancshares, Inc. | 5,725 | $308.8K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,726 | $308.9K | 0.11% | −202−3.4% | Reduced |
| Abacus Planning Group, Inc. | 5,732 | $309.2K | 0.04% | +98+1.7% | Added |
| Millstone Evans Group, LLC | 5,743 | $309.8K | 0.18% | −582−9.2% | Reduced |
| River Wealth Advisors LLC | 5,745 | $309.9K | 0.03% | −450−7.3% | Reduced |
| James J. Burns & Company, LLC | 5,752 | $310.3K | 0.04% | −3,201−35.8% | Reduced |
| Wealthquest Corp | 5,760 | $310.7K | 0.02% | +5,760 | New |
| Glen Eagle Advisors, LLC | 5,763 | $310.8K | 0.04% | −2,731−32.2% | Reduced |
| Covestor Ltd | 5,764 | $311.0K | 0.16% | +1,280+28.5% | Added |
| Dash Acquisitions Inc. | 5,400 | $311.1K | 0.06% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,769 | $311.2K | 0.07% | +5,769 | New |
| Birch Hill Investment Advisors LLC | 5,782 | $311.9K | 0.01% | +300+5.5% | Added |
| SHP Wealth Management | 5,783 | $311.9K | 0.02% | +5,783 | New |
| Bedel Financial Consulting, Inc. | 5,790 | $312.3K | 0.03% | −52−0.9% | Reduced |
| Amussen Hunsaker Associates LLC | 5,791 | $312.4K | 0.03% | +31+0.5% | Added |
| Uhlmann Price Securities, LLC | 5,805 | $313.1K | 0.19% | +377+6.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,815 | $313.6K | 0.08% | −713−10.9% | Reduced |
| TownSquare Capital, LLC | 5,821 | $314.0K | 0.07% | −6,344−52.1% | Reduced |
| First American Trust, FSB | 5,822 | $314.0K | 0.02% | +5,822 | New |
| Vista Investment Partners LLC | 5,827 | $314.3K | 0.08% | +470+8.8% | Added |
| Wealth Architects, LLC | 5,836 | $314.8K | 0.03% | −37−0.6% | Reduced |
| Onefund, LLC | 5,858 | $315.8K | 0.19% | +327+5.9% | Added |
| Richards, Merrill & Peterson, Inc. | 5,857 | $315.9K | 0.12% | −946−13.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,879 | $317.1K | 0.11% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,887 | $317.5K | 0.01% | −32,702−84.7% | Reduced |
| McAdam, LLC | 5,890 | $317.7K | 0.01% | −83−1.4% | Reduced |
| Transcendent Capital Group LLC | 5,897 | $318.1K | 0.14% | +5,897 | New |
| Solitude Financial Services | 5,910 | $318.8K | 0.11% | −8,600−59.3% | Reduced |
| ETF Store, Inc. | 5,913 | $318.9K | 0.33% | +1,205+25.6% | Added |
| WoodTrust Financial Corp | 5,920 | $319.0K | 0.04% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,916 | $319.1K | 0.01% | −280−4.5% | Reduced |
| Vista Private Wealth Partners. LLC | 6,900 | $319.4K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Group | 5,936 | $320.2K | 0.01% | +830+16.3% | Added |
| Sovran Advisors, LLC | 5,677 | $321.4K | 0.03% | −608−9.7% | Reduced |
| Symmetry Partners, LLC | 5,961 | $321.5K | 0.02% | +5,961 | New |
| Greenwich Wealth Management LLC | 5,969 | $322.0K | 0.01% | +5,969 | New |
| Trace Wealth Advisors, LLC | 6,000 | $323.6K | 0.23% | −585−8.9% | Reduced |
| Rexford Capital Inc | 6,001 | $323.7K | 0.25% | −600−9.1% | Reduced |
| Cohen & Steers, Inc. | 6,000 | $324.0K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 6,008 | $324.1K | 0.02% | −26,966−81.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 6,016 | $324.5K | 0.09% | −296−4.7% | Reduced |
| MBA Advisors LLC | 6,018 | $324.6K | 0.13% | −1,073−15.1% | Reduced |
| Haven Capital Group, Inc. | 6,023 | $325.0K | 0.30% | −1,816−23.2% | Reduced |
| Post Resch Tallon Group Inc. | 6,045 | $326.1K | 0.28% | +379+6.7% | Added |
| Ironwood Investment Management LLC | 6,047 | $326.2K | 0.14% | 00.0% | Unchanged |
| First Bank & Trust | 6,048 | $326.2K | 0.05% | −671−10.0% | Reduced |
| Income Insurance Ltd | 6,049 | $326.3K | 0.21% | +6,049 | New |
| Aegis Wealth Management LLC | 6,049 | $326.3K | 0.18% | +11+0.2% | Added |
| Intesa Sanpaolo S.p.A. | 6,019 | $326.3K | 0.02% | +6,019 | New |
| Salzhauer Michael | 6,053 | $326.5K | 0.14% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 6,071 | $327.5K | 0.25% | −2,230−26.9% | Reduced |
| Jim Saulnier & Associates, LLC | 6,076 | $327.7K | 0.17% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 6,091 | $328.5K | 0.11% | −218−3.5% | Reduced |
| Strategic Blueprint, LLC | 6,092 | $328.6K | 0.02% | −4,589−43.0% | Reduced |
| Old Mission Investment Co LLC | 6,101 | $329.1K | 0.08% | +252+4.3% | Added |
| Tucker Asset Management LLC | 6,102 | $329.1K | 0.10% | +6,102 | New |
| Estate Planners Group, LLC | 6,108 | $329.4K | 0.14% | +6,108 | New |
| Summit Asset Management, LLC | 6,109 | $329.5K | 0.05% | +15+0.2% | Added |
| Cornerstone Advisory, LLC | 6,117 | $329.9K | 0.03% | −82−1.3% | Reduced |
| Trustco Bank Corp N Y | 6,121 | $330.2K | 0.30% | +400+7.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,135 | $330.9K | 0.20% | −639−9.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,148 | $331.6K | 0.15% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 6,169 | $332.7K | 0.09% | −158−2.5% | Reduced |
| Northeast Investment Management | 6,175 | $333.1K | 0.01% | −530−7.9% | Reduced |
| True Wealth Design, LLC | 6,186 | $333.7K | 0.10% | +5,112+476.0% | Added |
| Empire Financial Management Company, LLC | 6,190 | $333.9K | 0.07% | +200+3.3% | Added |
| Crescent Sterling, Ltd. | 6,200 | $334.4K | 0.34% | −109−1.7% | Reduced |
| Professional Financial Solutions LLC | 6,202 | $334.5K | 0.31% | +6,202 | New |
| Cross Staff Investments Inc | 6,204 | $334.6K | 0.20% | −695−10.1% | Reduced |
| Mainsail Asset Management, LLC | 6,211 | $335.0K | 0.14% | +6,211 | New |
| Hilton Capital Management, LLC | 6,220 | $335.5K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6,233 | $336.2K | 0.09% | −2,843−31.3% | Reduced |
| Gradient Investments LLC | 6,236 | $336.4K | 0.01% | −151−2.4% | Reduced |