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
- 2,462
- +233 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
- 378
- 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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 7,313 | $394.4K | 0.03% | −4,668−39.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 7,329 | $395.3K | 0.19% | +185+2.6% | Added |
| Brandywine Oak Private Wealth LLC | 7,350 | $396.4K | 0.03% | −934−11.3% | Reduced |
| LBMC Investment Advisors, LLC | 7,358 | $396.9K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 7,368 | $397.4K | 0.03% | +232+3.3% | Added |
| Krane Funds Advisors LLC | 7,374 | $397.8K | 0.01% | −1,679−18.5% | Reduced |
| Coastline Trust Co | 7,380 | $398.1K | 0.04% | −2,860−27.9% | Reduced |
| City State Bank | 7,382 | $398.2K | 0.11% | −1,145−13.4% | Reduced |
| Abacus Wealth Partners, LLC | 7,403 | $399.3K | 0.04% | +7,403 | New |
| Falcon Wealth Planning | 7,448 | $401.7K | 0.03% | +1,632+28.1% | Added |
| Magnus Financial Group LLC | 7,452 | $402.0K | 0.03% | +84+1.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,420 | $402.2K | 0.04% | −11,221−60.2% | Reduced |
| Arista Wealth Management, LLC | 7,463 | $402.6K | 0.05% | −6,190−45.3% | Reduced |
| Alta Wealth Advisors LLC | 7,472 | $403.0K | 0.13% | −1,104−12.9% | Reduced |
| GHP Investment Advisors, Inc. | 7,474 | $403.1K | 0.02% | −8−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 7,483 | $403.7K | 0.02% | −413−5.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,488 | $403.9K | 0.02% | −175−2.3% | Reduced |
| FourThought Financial Partners, LLC | 7,511 | $405.1K | 0.03% | −2,104−21.9% | Reduced |
| Burford Brothers, Inc. | 7,529 | $406.1K | 0.17% | +805+12.0% | Added |
| Litman Gregory Asset Management LLC | 7,540 | $406.7K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 9,032 | $407.3K | 0.06% | −1,052−10.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,562 | $408.0K | 0.10% | +52+0.7% | Added |
| Atala Financial Inc | 7,592 | $409.5K | 0.26% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 7,602 | $410.1K | 0.23% | +437+6.1% | Added |
| Allegheny Financial Group LTD | 7,612 | $410.6K | 0.06% | +40+0.5% | Added |
| Northstar Group, Inc. | 7,624 | $411.2K | 0.06% | +2,202+40.6% | Added |
| Grant Private Wealth Management Inc | 7,642 | $412.2K | 0.25% | +1,286+20.2% | Added |
| Duncan Williams Asset Management, LLC | 7,162 | $412.7K | 0.10% | +30.0% | Added |
| Occidental Asset Management, LLC | 7,686 | $414.6K | 0.05% | −741−8.8% | Reduced |
| Mayflower Financial Advisors, LLC | 7,701 | $415.4K | 0.05% | −189−2.4% | Reduced |
| DRW Securities, LLC | 7,707 | $415.7K | 0.03% | +7,707 | New |
| Heritage Wealth Management, Inc. | 7,708 | $415.8K | 0.12% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 7,730 | $417.0K | 0.31% | −1,170−13.1% | Reduced |
| Nautilus Advisors LLC | 7,733 | $417.1K | 0.27% | −1,292−14.3% | Reduced |
| Alta Advisers Ltd | 7,750 | $418.0K | 0.15% | −2,400−23.6% | Reduced |
| Key Financial Inc | 7,756 | $418.4K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7,757 | $418.4K | 0.04% | +100+1.3% | Added |
| Sumitomo Life Insurance Co | 7,772 | $419.2K | 0.01% | +86+1.1% | Added |
| Founders Financial Alliance, LLC | 7,798 | $420.6K | 0.08% | −1,654−17.5% | Reduced |
| Catalytic Wealth RIA, LLC | 7,799 | $420.7K | 0.02% | −99,204−92.7% | Reduced |
| Ballast Rock Private Wealth LLC | 7,800 | $420.7K | 0.26% | +7,800 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,804 | $421.0K | 0.01% | +7,804 | New |
| Quotient Wealth Partners, LLC | 7,808 | $421.1K | 0.01% | +26+0.3% | Added |
| Roundview Capital LLC | 7,815 | $421.5K | 0.03% | −1,450−15.7% | Reduced |
| King Wealth | 7,823 | $422.0K | 0.05% | +507+6.9% | Added |
| Capstone Wealth Management Group LLC | 7,828 | $422.2K | 0.26% | +1,800+29.9% | Added |
| First County Bank | 7,832 | $422.5K | 0.23% | −1,852−19.1% | Reduced |
| Wealth Advisory Solutions, LLC | 7,843 | $423.1K | 0.10% | +495+6.7% | Added |
| LGT Fund Management Co Ltd. | 7,844 | $425.2K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,900 | $426.1K | 0.05% | −5,351−40.4% | Reduced |
| Meeder Asset Management Inc | 7,903 | $426.3K | 0.02% | +7,440+1,606.9% | Added |
| Larry Mathis Financial Planning, LLC | 7,922 | $427.3K | 0.38% | +7,922 | New |
| TBH Global Asset Management, LLC | 7,937 | $428.1K | 0.07% | +681+9.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,965 | $429.6K | 0.11% | 00.0% | Unchanged |
| Tamar Securities, LLC | 7,989 | $430.9K | 0.05% | −5,427−40.5% | Reduced |
| Becker Capital Management Inc | 7,994 | $431.2K | 0.01% | +1,482+22.8% | Added |
| Guardian Investment Management | 8,000 | $431.5K | 0.34% | −1,500−15.8% | Reduced |
| Nordwand Advisors, LLC | 8,000 | $431.5K | 0.08% | −20−0.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,000 | $431.5K | 0.27% | 00.0% | Unchanged |
| RBF Capital, LLC | 8,000 | $431.5K | 0.02% | +8,000 | New |
| J. Derek Lewis & Associates Inc. | 8,003 | $431.7K | 0.10% | +8,003 | New |
| Trust Point Inc. | 8,006 | $431.8K | 0.03% | +461+6.1% | Added |
| Caitong International Asset Management Co., Ltd | 8,006 | $431.8K | 0.11% | −1,474−15.5% | Reduced |
| Fiduciary Financial Group, LLC | 8,024 | $432.8K | 0.06% | −238−2.9% | Reduced |
| Commons Capital, LLC | 8,037 | $433.5K | 0.30% | −345−4.1% | Reduced |
| Texas Yale Capital Corp. | 8,050 | $434.2K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,077 | $435.7K | 0.03% | +263+3.4% | Added |
| Clark Financial Services Group Inc | 8,215 | $435.9K | 0.23% | −697−7.8% | Reduced |
| Prosperity Consulting Group, LLC | 8,148 | $439.5K | 0.02% | +455+5.9% | Added |
| Schnieders Capital Management, LLC. | 8,153 | $439.8K | 0.07% | −750−8.4% | Reduced |
| Papp L Roy & Associates | 8,176 | $441.0K | 0.05% | 00.0% | Unchanged |
| Norway Savings Bank | 8,186 | $441.6K | 0.20% | +30.0% | Added |
| B&L Asset Management LLC | 8,186 | $441.6K | 0.20% | +3,255+66.0% | Added |
| Portfolio Design Labs, LLC | 8,215 | $443.1K | 0.07% | +1,291+18.6% | Added |
| MFA Wealth Services | 8,216 | $443.1K | 0.30% | +1,502+22.4% | Added |
| Lawood & Co | 8,225 | $443.7K | 0.42% | +8,225 | New |
| Apella Capital, LLC | 8,253 | $445.2K | 0.01% | +2,415+41.4% | Added |
| Tidemark, LLC | 8,310 | $448.2K | 0.13% | −202−2.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 8,317 | $448.6K | 0.13% | 00.0% | Unchanged |
| McDaniel Terry & Co | 8,319 | $448.7K | 0.04% | −250−2.9% | Reduced |
| National Wealth Management Group, LLC | 8,319 | $448.7K | 0.16% | +414+5.2% | Added |
| Vista Investment Partners II, LLC | 8,341 | $449.9K | 0.19% | −1,184−12.4% | Reduced |
| Riverbend Wealth Management, LLC | 8,364 | $451.1K | 0.28% | +321+4.0% | Added |
| Baldwin Investment Management, LLC | 8,375 | $451.7K | 0.05% | +6+0.1% | Added |
| Bank Ozk | 8,376 | $451.8K | 0.16% | −96−1.1% | Reduced |
| State of Wyoming | 8,385 | $452.3K | 0.05% | −167−2.0% | Reduced |
| Kassira Wealth Management LLC | 8,396 | $452.9K | 0.43% | −266−3.1% | Reduced |
| Walker Asset Management, LLC | 8,419 | $454.1K | 0.24% | +131+1.6% | Added |
| CVA Family Office, LLC | 8,421 | $454.2K | 0.05% | −538−6.0% | Reduced |
| Perkins Capital Management Inc | 8,430 | $454.7K | 0.36% | 00.0% | Unchanged |
| First Interstate Bank | 8,437 | $455.1K | 0.02% | −52,361−86.1% | Reduced |
| Fulton Bank, N.A. | 8,453 | $456.0K | 0.02% | −3,978−32.0% | Reduced |
| Souders Financial Advisors | 8,466 | $456.7K | 0.05% | +922+12.2% | Added |
| Commonwealth Financial Services, LLC | 8,469 | $456.8K | 0.08% | +193+2.3% | Added |
| Crawford Investment Counsel Inc | 8,482 | $457.5K | 0.01% | +116+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,245 | $458.1K | 0.00% | −20−0.2% | Reduced |
| Abbot Financial Management, Inc. | 8,510 | $459.0K | 0.19% | −935−9.9% | Reduced |
| Legacy Private Trust Co. | 8,535 | $460.4K | 0.03% | −610−6.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 8,548 | $461.0K | 0.10% | +578+7.3% | Added |
| Marathon Capital Management | 8,564 | $461.9K | 0.10% | 00.0% | Unchanged |