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; 2,529 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, Q1 2026
Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2026. 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
- 2,543
- +122 vs. Q4 2025
- Shares held
- 1.62B
- +216.5M (+15.4%) vs. Q4 2025
- Total value
- $98.1B
- +$22.4B (+29.7%) vs. Q4 2025
- New holders
- 272
- 1,066 more added
- Sold out
- 150
- 876 more reduced
41 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 7,379 | $447.5K | 0.02% | +4,356+144.1% | Added |
| Voleon Capital Management LP | 7,380 | $447.6K | 0.01% | +734+11.0% | Added |
| Capstone Capital Management Ltd | 7,380 | $447.6K | 0.45% | +7,380 | New |
| Impact Investors, Inc | 7,386 | $448.0K | 0.31% | +7,386 | New |
| Invested Advisors | 7,389 | $448.1K | 0.45% | +135+1.9% | Added |
| RMR Wealth Builders | 7,391 | $448.2K | 0.04% | +477+6.9% | Added |
| Autumn Glory Partners, LLC | 7,410 | $449.4K | 0.17% | +7,410 | New |
| Commons Capital, LLC | 7,417 | $449.8K | 0.38% | −620−7.7% | Reduced |
| Traynor Capital Management, Inc. | 7,540 | $450.4K | 0.03% | +2,034+36.9% | Added |
| Axim Planning & Wealth | 7,427 | $450.4K | 0.55% | −5,175−41.1% | Reduced |
| Perkins Capital Management Inc | 7,430 | $450.6K | 0.42% | −1,000−11.9% | Reduced |
| Northstar Group, Inc. | 7,442 | $451.3K | 0.06% | −182−2.4% | Reduced |
| LBMC Investment Advisors, LLC | 7,455 | $452.1K | 0.03% | +97+1.3% | Added |
| Transcendent Capital Group LLC | 7,461 | $452.5K | 0.21% | +1,564+26.5% | Added |
| Carl P. Sherr & Co., LLC | 7,468 | $452.9K | 0.21% | +532+7.7% | Added |
| North Star Asset Management Inc | 7,486 | $454.0K | 0.02% | −1,594−17.6% | Reduced |
| Fielder Capital Group LLC | 7,505 | $455.2K | 0.10% | +1,736+30.1% | Added |
| Advisory Alpha, LLC | 7,520 | $456.1K | 0.01% | −1,743−18.8% | Reduced |
| Keystone Financial Group | 7,530 | $456.7K | 0.03% | +162+2.2% | Added |
| Dumont & Blake Investment Advisors LLC | 7,546 | $457.7K | 0.11% | −16−0.2% | Reduced |
| Guardian Investment Management | 7,550 | $457.9K | 0.37% | −450−5.6% | Reduced |
| First County Bank | 7,551 | $458.0K | 0.24% | −281−3.6% | Reduced |
| Burford Brothers, Inc. | 7,560 | $458.5K | 0.19% | +31+0.4% | Added |
| Chilton Investment Co LLC | 7,562 | $458.6K | 0.01% | −2,000−20.9% | Reduced |
| Summitry LLC | 7,574 | $459.4K | 0.02% | +954+14.4% | Added |
| Arista Wealth Management, LLC | 7,581 | $459.8K | 0.06% | +118+1.6% | Added |
| Elevated Capital Advisors, LLC | 7,592 | $460.5K | 0.12% | +4,185+122.8% | Added |
| True Wealth Design, LLC | 7,620 | $462.2K | 0.13% | +1,434+23.2% | Added |
| Fiduciary Financial Group, LLC | 7,631 | $462.8K | 0.06% | −393−4.9% | Reduced |
| Nautilus Advisors LLC | 7,657 | $464.4K | 0.32% | −76−1.0% | Reduced |
| Atala Financial Inc | 7,592 | $466.8K | 0.31% | 00.0% | Unchanged |
| Everett Harris & Co | 7,723 | $468.4K | 0.01% | −3,090−28.6% | Reduced |
| Family Wealth Partners, LLC | 7,723 | $468.4K | 0.16% | +2,203+39.9% | Added |
| National Wealth Management Group, LLC | 7,732 | $468.9K | 0.17% | −587−7.1% | Reduced |
| Keel Point, LLC | 7,738 | $469.3K | 0.03% | −2,420−23.8% | Reduced |
| Alta Advisers Ltd | 7,750 | $470.0K | 0.17% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 7,755 | $470.3K | 0.29% | −73−0.9% | Reduced |
| Crawford Investment Counsel Inc | 7,756 | $470.4K | 0.01% | −726−8.6% | Reduced |
| Prosperity Consulting Group, LLC | 7,757 | $470.5K | 0.02% | −391−4.8% | Reduced |
| Cambria Investment Management, L.P. | 7,764 | $470.9K | 0.03% | +7,764 | New |
| QVR LLC | 7,811 | $473.7K | 0.23% | −6,709−46.2% | Reduced |
| Crewe Advisors LLC | 7,815 | $474.0K | 0.04% | +58+0.7% | Added |
| Signal Advisors Wealth, LLC | 7,852 | $476.2K | 0.03% | +539+7.4% | Added |
| Westshore Wealth, LLC | 7,860 | $476.7K | 0.17% | +7,860 | New |
| Natural Investments, LLC | 7,892 | $478.0K | 0.12% | +1,221+18.3% | Added |
| Paradigm Financial Partners, LLC | 7,891 | $478.6K | 0.09% | −2,885−26.8% | Reduced |
| Navellier & Associates Inc | 7,900 | $479.1K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 7,939 | $481.5K | 0.09% | +183+2.4% | Added |
| LS Investment Advisors, LLC | 7,955 | $482.5K | 0.07% | −9,765−55.1% | Reduced |
| Mayflower Financial Advisors, LLC | 7,959 | $482.7K | 0.06% | +258+3.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,000 | $485.2K | 0.28% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 8,000 | $485.2K | 0.08% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,007 | $485.6K | 0.23% | +8,007 | New |
| Lawood & Co | 8,025 | $486.7K | 0.45% | −200−2.4% | Reduced |
| Formidable Asset Management, LLC | 9,037 | $487.4K | 0.08% | +5+0.1% | Added |
| Norway Savings Bank | 8,046 | $488.0K | 0.23% | −140−1.7% | Reduced |
| Texas Yale Capital Corp. | 8,050 | $488.2K | 0.01% | 00.0% | Unchanged |
| Bath Savings Trust Co | 8,080 | $490.1K | 0.05% | −663−7.6% | Reduced |
| City State Bank | 8,086 | $490.4K | 0.13% | +704+9.5% | Added |
| Souders Financial Advisors | 8,092 | $490.8K | 0.06% | −374−4.4% | Reduced |
| Sumitomo Life Insurance Co | 8,093 | $490.8K | 0.01% | +321+4.1% | Added |
| Meadow Creek Wealth Advisors LLC | 8,104 | $491.5K | 0.32% | +846+11.7% | Added |
| Onyx Bridge Wealth Group LLC | 8,155 | $494.6K | 0.05% | −4,219−34.1% | Reduced |
| Bank Ozk | 8,173 | $495.7K | 0.17% | −203−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,184 | $496.4K | 0.03% | +4,077+99.3% | Added |
| Larry Mathis Financial Planning, LLC | 8,195 | $497.0K | 0.45% | +273+3.4% | Added |
| Graybill Bartz & Assoc Ltd | 8,217 | $498.4K | 0.15% | −100−1.2% | Reduced |
| Schnieders Capital Management, LLC. | 8,219 | $498.5K | 0.08% | +66+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,507 | $498.7K | 0.00% | +262+3.2% | Added |
| Legacy Private Trust Co. | 8,225 | $498.8K | 0.03% | −310−3.6% | Reduced |
| Occidental Asset Management, LLC | 8,230 | $499.2K | 0.06% | +544+7.1% | Added |
| Maridea Wealth Management LLC | 8,236 | $499.5K | 0.07% | +3,416+70.9% | Added |
| Becker Capital Management Inc | 8,252 | $500.5K | 0.01% | +258+3.2% | Added |
| Papp L Roy & Associates | 8,252 | $500.5K | 0.06% | +76+0.9% | Added |
| Riverbend Wealth Management, LLC | 8,278 | $502.1K | 0.31% | −86−1.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 8,286 | $502.5K | 0.32% | +8,286 | New |
| Novem Group | 8,301 | $503.5K | 0.06% | +1,899+29.7% | Added |
| McDaniel Terry & Co | 8,319 | $504.5K | 0.04% | 00.0% | Unchanged |
| Marathon Capital Management | 8,324 | $504.8K | 0.11% | −240−2.8% | Reduced |
| Vista Investment Partners II, LLC | 8,342 | $505.9K | 0.23% | +10.0% | Added |
| Hardy Reed LLC | 8,346 | $506.2K | 0.04% | +269+3.3% | Added |
| Pitcairn Wealth Advisors LLC | 9,385 | $506.2K | 0.05% | +279+3.1% | Added |
| First Financial Bank - Trust Division | 8,354 | $506.7K | 0.04% | −2,136−20.4% | Reduced |
| Tidemark, LLC | 8,366 | $507.4K | 0.13% | +56+0.7% | Added |
| Focused Alpha, LLC | 8,371 | $507.7K | 0.16% | +8,371 | New |
| FCG Investment Co | 8,379 | $508.2K | 0.22% | +8,379 | New |
| Kassira Wealth Management LLC | 8,398 | $509.3K | 0.47% | +20.0% | Added |
| Baldwin Investment Management, LLC | 8,400 | $509.4K | 0.06% | +25+0.3% | Added |
| Fiduciary Alliance LLC | 8,814 | $510.2K | 0.03% | −482−5.2% | Reduced |
| Harbor Investment Advisory, LLC | 8,418 | $510.6K | 0.04% | −904−9.7% | Reduced |
| Texas Bank & Trust Co | 8,435 | $511.6K | 0.19% | −640−7.1% | Reduced |
| Expressive Wealth LLC | 9,075 | $513.6K | 0.49% | +9,075 | New |
| MFA Wealth Services | 8,497 | $515.4K | 0.34% | +281+3.4% | Added |
| Ellevest, Inc. | 8,501 | $515.6K | 0.07% | −486−5.4% | Reduced |
| Walker Asset Management, LLC | 8,522 | $516.9K | 0.28% | +103+1.2% | Added |
| Shoker Investment Counsel, Inc. | 8,538 | $517.9K | 0.15% | −96−1.1% | Reduced |
| Commonwealth Financial Services, LLC | 8,570 | $519.8K | 0.08% | +101+1.2% | Added |
| Cassaday & Co Wealth Management LLC | 8,579 | $520.3K | 0.01% | −195−2.2% | Reduced |
| Cane Capital Partners, LLC | 8,609 | $522.1K | 0.23% | −1,144−11.7% | Reduced |
| Evansbrook LLC | 8,612 | $522.3K | 0.35% | +41+0.5% | Added |