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 |
|---|---|---|---|---|---|
| Penbrook Management LLC | 6,250 | $337.1K | 0.23% | +6,250 | New |
| Triad Wealth Partners, LLC | 6,270 | $338.2K | 0.03% | +6,270 | New |
| Todd Asset Management LLC | 6,287 | $339.1K | 0.01% | +462+7.9% | Added |
| Grace & White Inc | 6,293 | $339.4K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,295 | $339.5K | 0.25% | +113+1.8% | Added |
| NorthRock Partners, LLC | 6,308 | $340.3K | 0.01% | −26,594−80.8% | Reduced |
| Hohimer Wealth Management, LLC | 6,310 | $340.4K | 0.05% | −158−2.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,315 | $340.6K | 0.01% | −275−4.2% | Reduced |
| Tilson Financial Group, Inc. | 6,349 | $342.4K | 0.11% | −96−1.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,350 | $342.5K | 0.30% | −150−2.3% | Reduced |
| Cozad Asset Management Inc | 6,363 | $343.2K | 0.03% | −169−2.6% | Reduced |
| Kapstone Financial Advisors LLC | 6,375 | $343.9K | 0.17% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6,379 | $344.1K | 0.13% | +164+2.6% | Added |
| Avantra Family Wealth, Inc. | 6,382 | $344.3K | 0.25% | −66−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,400 | $345.2K | 0.04% | −218−3.3% | Reduced |
| Novem Group | 6,402 | $345.3K | 0.04% | +183+2.9% | Added |
| NWF Advisory Services Inc. | 6,404 | $345.4K | 0.04% | +202+3.3% | Added |
| Core Wealth Partners LLC | 6,425 | $346.6K | 0.16% | +1,205+23.1% | Added |
| McLaughlin Asset Management, Inc. | 6,444 | $347.6K | 0.31% | +6,444 | New |
| Mount Yale Investment Advisors, LLC | 6,455 | $348.2K | 0.02% | +1,019+18.7% | Added |
| Anchyra Partners LLC | 6,458 | $348.3K | 0.11% | +6,458 | New |
| Cambient Family Office, LLC | 6,466 | $348.8K | 0.05% | +6,466 | New |
| Chesapeake Wealth Management | 6,468 | $348.9K | 0.10% | −473−6.8% | Reduced |
| Farmers Trust Co | 6,495 | $350.3K | 0.06% | +234+3.7% | Added |
| MKT Advisors LLC | 6,633 | $352.0K | 0.12% | −331−4.8% | Reduced |
| PDS Planning, Inc | 6,552 | $353.4K | 0.02% | +365+5.9% | Added |
| Ritter Daniher Financial Advisory LLC | 6,563 | $354.0K | 0.06% | +500+8.2% | Added |
| Waterloo Capital, L.P. | 6,566 | $354.1K | 0.03% | −2,540−27.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,566 | $354.1K | 0.12% | −484−6.9% | Reduced |
| RS Crum Inc. | 6,570 | $354.4K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,347 | $354.5K | 0.04% | +31+0.5% | Added |
| Smallwood Wealth Investment Management, LLC | 6,574 | $354.6K | 0.19% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 6,582 | $355.0K | 0.01% | −29,792−81.9% | Reduced |
| TMB Capital Partners, LLC | 6,592 | $355.6K | 0.12% | +6,592 | New |
| OneAscent Investment Solutions LLC | 6,597 | $355.8K | 0.38% | −74−1.1% | Reduced |
| Westside Investment Management, Inc. | 6,621 | $356.6K | 0.06% | +429+6.9% | Added |
| Narus Financial Partners, LLC | 6,615 | $356.8K | 0.10% | 00.0% | Unchanged |
| Summitry LLC | 6,620 | $357.1K | 0.01% | +1,231+22.8% | Added |
| Voleon Capital Management LP | 6,646 | $358.5K | 0.01% | −19,092−74.2% | Reduced |
| William B. Walkup & Associates, Inc. | 6,649 | $358.6K | 0.20% | +879+15.2% | Added |
| Natural Investments, LLC | 6,671 | $359.0K | 0.09% | −286−4.1% | Reduced |
| Boston Research & Management Inc | 6,660 | $359.2K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,661 | $359.3K | 0.20% | −49−0.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,666 | $359.6K | 0.15% | +638+10.6% | Added |
| Valmark Advisers, Inc. | 6,674 | $360.0K | 0.00% | +10+0.2% | Added |
| Wilkins Investment Counsel Inc | 6,700 | $361.4K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,716 | $362.3K | 0.05% | +6,716 | New |
| Midland Wealth Advisors LLC | 6,726 | $362.8K | 0.02% | −1,655−19.7% | Reduced |
| Valley Brook Capital Group | 6,770 | $365.2K | 0.24% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 6,840 | $366.0K | 0.14% | +6,840 | New |
| Fort Point Capital Partners LLC | 6,395 | $366.1K | 0.04% | +321+5.3% | Added |
| Silverlake Wealth Management LLC | 6,799 | $366.7K | 0.08% | +957+16.4% | Added |
| Saranac Partners Ltd | 6,806 | $367.5K | 0.14% | +425+6.7% | Added |
| Zions Bancorporation, National Association | 6,826 | $368.2K | 0.02% | +1,219+21.7% | Added |
| McLean Asset Management Corp | 6,465 | $368.6K | 0.07% | +192+3.1% | Added |
| Keating Investment Counselors Inc | 6,837 | $368.8K | 0.10% | −20−0.3% | Reduced |
| Severin Investments, LLC | 6,846 | $369.2K | 0.33% | −172−2.5% | Reduced |
| Blue Fin Capital, Inc. | 6,856 | $369.8K | 0.06% | −283−4.0% | Reduced |
| Marex Group plc | 6,859 | $370.0K | 0.00% | +6,859 | New |
| CNB Bank | 6,859 | $370.0K | 0.15% | −632−8.4% | Reduced |
| IMA Wealth, Inc. | 6,861 | $370.1K | 0.04% | +4,971+263.0% | Added |
| Cypress Capital Advisors, LLC | 6,880 | $371.1K | 0.20% | −10,116−59.5% | Reduced |
| Silver Oak Securities, Inc | 6,846 | $371.1K | 0.03% | −3,726−35.2% | Reduced |
| Heritage Trust Co | 6,901 | $372.2K | 0.04% | −18,136−72.4% | Reduced |
| RMR Wealth Builders | 6,914 | $372.9K | 0.03% | +2,106+43.8% | Added |
| Enterprise Financial Services Corp | 6,921 | $373.3K | 0.19% | −597−7.9% | Reduced |
| Storen Legacy Partners, LLC | 6,934 | $374.0K | 0.12% | +6,934 | New |
| Innova Wealth Partners | 6,971 | $376.0K | 0.19% | +1,460+26.5% | Added |
| Sterling Wealth Management, Inc. | 6,999 | $377.5K | 0.11% | −1,285−15.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,000 | $377.6K | 0.18% | +1,700+32.1% | Added |
| Bank of New Hampshire | 7,042 | $379.8K | 0.09% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,054 | $380.5K | 0.14% | −87−1.2% | Reduced |
| J. Team Financial, Inc. | 7,063 | $381.0K | 0.38% | −615−8.0% | Reduced |
| Arvest Investments, Inc. | 7,064 | $381.1K | 0.05% | −571−7.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,065 | $381.1K | 0.03% | −649−8.4% | Reduced |
| Calamos Wealth Management LLC | 7,076 | $381.7K | 0.01% | −6−0.1% | Reduced |
| Seelaus Asset Management LLC | 7,078 | $381.8K | 0.30% | −1,049−12.9% | Reduced |
| Carl P. Sherr & Co., LLC | 6,936 | $381.9K | 0.17% | +6,936 | New |
| Advisors Management Group Inc | 7,107 | $383.0K | 0.07% | −258−3.5% | Reduced |
| Alhambra Investment Partners LLC | 7,110 | $383.5K | 0.18% | −117−1.6% | Reduced |
| Boothbay Fund Management, LLC | 7,117 | $383.9K | 0.01% | −2,364−24.9% | Reduced |
| Vaughan David Investments LLC | 7,111 | $384.0K | 0.01% | −406−5.4% | Reduced |
| Mitchell Sinkler & Starr | 7,130 | $384.6K | 0.17% | −1,140−13.8% | Reduced |
| Unifi Asset Management LP | 7,131 | $384.6K | 0.42% | +7,131 | New |
| Laurel Wealth Advisors LLC | 7,150 | $385.7K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 7,156 | $386.0K | 0.01% | +365+5.4% | Added |
| New South Capital Management Inc | 7,189 | $387.8K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,215 | $389.2K | 0.11% | +2,122+41.7% | Added |
| Flagship Wealth Advisors, LLC | 7,234 | $390.2K | 0.11% | −87−1.2% | Reduced |
| Bridgewater Advisors Inc. | 7,162 | $390.3K | 0.03% | +325+4.8% | Added |
| Albert D Mason Inc | 7,236 | $390.3K | 0.26% | +213+3.0% | Added |
| Am Investment Strategies LLC | 7,258 | $391.0K | 0.08% | +2,269+45.5% | Added |
| Invested Advisors | 7,254 | $391.3K | 0.41% | +1,638+29.2% | Added |
| Meadow Creek Wealth Advisors LLC | 7,258 | $391.5K | 0.25% | −747−9.3% | Reduced |
| Gables Capital Management Inc. | 7,259 | $391.6K | 0.17% | 00.0% | Unchanged |
| Causey Wealth LLC | 7,262 | $391.7K | 0.18% | +407+5.9% | Added |
| First National Bank | 7,282 | $392.8K | 0.21% | +1,166+19.1% | Added |
| Legacy Advisors, LLC | 7,283 | $392.8K | 0.04% | +256+3.6% | Added |
| Empower Advisory Group, LLC | 7,291 | $393.3K | 0.00% | +451+6.6% | Added |
| Keystone Wealth Services, LLC | 7,298 | $393.7K | 0.08% | −164−2.2% | Reduced |