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 |
|---|---|---|---|---|---|
| Bluefin Capital Management, LLC | 10,300 | $624.7K | 0.61% | −87,198−89.4% | Reduced |
| Westmount Partners, LLC | 10,367 | $628.7K | 0.15% | +11+0.1% | Added |
| Aspiriant, LLC | 10,387 | $630.0K | 0.02% | +835+8.7% | Added |
| J. Derek Lewis & Associates Inc. | 10,411 | $631.5K | 0.14% | +2,408+30.1% | Added |
| Indivisible Partners | 10,451 | $632.6K | 0.06% | +56+0.5% | Added |
| Beacon Investment Advisors LLC | 10,448 | $633.7K | 0.24% | −46−0.4% | Reduced |
| Farmers National Bank | 10,462 | $634.5K | 0.14% | −300−2.8% | Reduced |
| Centennial Bank | 10,469 | $634.9K | 0.23% | 00.0% | Unchanged |
| Lansing Street Advisors | 10,478 | $635.5K | 0.16% | +285+2.8% | Added |
| WealthPlan Investment Management, LLC | 10,495 | $636.5K | 0.04% | +377+3.7% | Added |
| BW Gestao de Investimentos Ltda. | 10,516 | $637.8K | 0.03% | +10,516 | New |
| Smith, Salley & Associates | 10,549 | $639.8K | 0.03% | −103−1.0% | Reduced |
| Stonebrook Private Inc. | 10,549 | $639.8K | 0.14% | +1,162+12.4% | Added |
| Richwood Investment Advisors, LLC | 10,597 | $642.7K | 0.50% | −410−3.7% | Reduced |
| Plancorp, LLC | 10,966 | $642.8K | 0.02% | +409+3.9% | Added |
| Freestone Capital Holdings, LLC | 10,612 | $643.6K | 0.02% | +716+7.2% | Added |
| Oakworth Capital, Inc. | 10,646 | $645.7K | 0.03% | +500+4.9% | Added |
| Alteri Wealth LLC | 10,669 | $647.1K | 0.21% | +10,669 | New |
| Woodmont Investment Counsel LLC | 10,712 | $649.7K | 0.04% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 10,713 | $649.7K | 0.19% | +3,659+51.9% | Added |
| Jaffetilchin Investment Partners, LLC | 10,733 | $651.0K | 0.04% | −131−1.2% | Reduced |
| Cardinal Point Capital Management, ULC | 10,763 | $652.8K | 0.04% | −3,000−21.8% | Reduced |
| Winning Points Advisors, LLC | 10,778 | $653.7K | 0.65% | −30−0.3% | Reduced |
| Aries Wealth Management | 10,803 | $655.2K | 0.14% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 10,826 | $656.6K | 0.04% | +768+7.6% | Added |
| Checchi Capital Advisers, LLC | 10,869 | $659.2K | 0.05% | +1,785+19.6% | Added |
| Pettinga Financial Advisors, LLC | 10,881 | $659.9K | 0.12% | 00.0% | Unchanged |
| Yanni & Associates Investment Advisors, LLC | 10,900 | $661.1K | 0.69% | 00.0% | Unchanged |
| First Nebraska Trust Co | 10,907 | $661.5K | 0.06% | −200−1.8% | Reduced |
| Michels Family Financial, LLC | 10,918 | $662.2K | 0.48% | −330−2.9% | Reduced |
| Wealth Advisory Solutions, LLC | 10,953 | $664.3K | 0.15% | +3,110+39.7% | Added |
| Drive Wealth Management, LLC | 10,974 | $665.6K | 0.14% | +165+1.5% | Added |
| Hartford Financial Management Inc. | 11,002 | $667.3K | 0.17% | −476−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 11,053 | $670.4K | 0.05% | −50−0.5% | Reduced |
| Adams Wealth Management | 11,067 | $671.2K | 0.15% | +539+5.1% | Added |
| Ipsen Advisor Group LLC | 11,131 | $675.1K | 0.47% | −29−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 11,174 | $677.8K | 0.01% | +426+4.0% | Added |
| Aspire Capital Advisors LLC | 11,187 | $678.5K | 0.15% | +40.0% | Added |
| Confluence Wealth Services, Inc. | 11,192 | $678.8K | 0.03% | +31+0.3% | Added |
| Poinciana Advisors Group, LLC | 11,229 | $681.0K | 0.54% | 00.0% | Unchanged |
| 71 West Capital Partners | 11,235 | $681.4K | 0.03% | +735+7.0% | Added |
| Chicago Capital, LLC | 11,250 | $682.3K | 0.02% | −320−2.8% | Reduced |
| American Alpha Advisors, LLC | 11,268 | $683.4K | 0.40% | +374+3.4% | Added |
| HighPoint Advisor Group LLC | 11,379 | $690.2K | 0.03% | −52,678−82.2% | Reduced |
| Kentucky Trust Co | 11,472 | $695.8K | 0.36% | +1,230+12.0% | Added |
| Simplicity Wealth,LLC | 11,504 | $697.7K | 0.04% | +2,340+25.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 11,516 | $698.5K | 0.05% | +2,741+31.2% | Added |
| Retirement Planning Co of New England, Inc. | 11,524 | $698.9K | 0.28% | +18+0.2% | Added |
| Kera Capital Partners, Inc. | 11,538 | $699.8K | 0.09% | +1,984+20.8% | Added |
| Lewis Asset Management, LLC | 11,551 | $700.6K | 0.29% | +253+2.2% | Added |
| Oslo Pensjonsforsikring AS | 11,556 | $700.9K | 0.11% | +11,556 | New |
| WealthShield Partners, LLC | 11,565 | $701.4K | 0.08% | +658+6.0% | Added |
| Cove Private Wealth, LLC | 11,575 | $702.0K | 0.16% | 00.0% | Unchanged |
| Apriem Advisors | 11,582 | $702.4K | 0.07% | −60−0.5% | Reduced |
| Argos Wealth Advisors, LLC | 11,600 | $703.5K | 0.20% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 11,628 | $705.3K | 0.28% | +342+3.0% | Added |
| Montecito Bank & Trust | 11,646 | $706.3K | 0.12% | −610−5.0% | Reduced |
| Park Circle Co | 11,700 | $709.6K | 0.67% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,703 | $710.0K | 0.06% | −487−4.0% | Reduced |
| Eaton Financial Holdings Company, LLC | 11,724 | $711.1K | 0.23% | +492+4.4% | Added |
| Steadtrust LLC | 11,732 | $711.5K | 0.40% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11,751 | $712.7K | 0.04% | +23+0.2% | Added |
| Fulcrum Asset Management LLP | 11,979 | $715.5K | 0.11% | +969+8.8% | Added |
| KRS Capital Management, LLC | 11,804 | $716.0K | 0.44% | +30+0.3% | Added |
| Northcape Wealth Management, LLC | 11,814 | $716.5K | 0.20% | +11+0.1% | Added |
| Signet Financial Management, LLC | 11,892 | $721.2K | 0.08% | −476−3.8% | Reduced |
| Bank of Hawaii | 11,900 | $721.7K | 0.04% | −4,583−27.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,941 | $724.2K | 0.02% | +5,486+85.0% | Added |
| Pettee Investors, Inc. | 11,954 | $724.3K | 0.37% | +730+6.5% | Added |
| Diversified Enterprises, LLC | 11,967 | $725.8K | 0.04% | +2,533+26.8% | Added |
| Indiana Trust & Investment Management CO | 11,969 | $725.9K | 0.22% | −116−1.0% | Reduced |
| Ameriflex Group, Inc. | 11,989 | $727.1K | 0.37% | +1,751+17.1% | Added |
| Pictet & Cie (Europe) SA | 12,000 | $727.8K | 0.02% | −1,344−10.1% | Reduced |
| Fortis Capital Advisors, LLC | 12,042 | $730.3K | 0.10% | +2,446+25.5% | Added |
| Laurel Oak Wealth Management, LLC | 12,052 | $731.0K | 0.12% | −190−1.6% | Reduced |
| Welch Group, LLC | 12,093 | $733.5K | 0.03% | +382+3.3% | Added |
| Davidson Trust Co | 12,141 | $736.4K | 0.32% | +250+2.1% | Added |
| Avidian Wealth Solutions, LLC | 12,160 | $737.5K | 0.02% | +2,462+25.4% | Added |
| Quadrant Private Wealth Management, LLC | 12,163 | $737.7K | 0.11% | +261+2.2% | Added |
| TSP Capital Management Group, LLC | – | $738.4K | 0.18% | – | – |
| SFE Investment Counsel | 12,212 | $740.7K | 0.12% | −1,910−13.5% | Reduced |
| Capital Analysts, LLC | 12,238 | $742.0K | 0.02% | +773+6.7% | Added |
| Portfolio Design Labs, LLC | 12,242 | $742.5K | 0.13% | +4,027+49.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 12,304 | $746.2K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 12,355 | $749.3K | 0.05% | +259+2.1% | Added |
| Capstone Financial Advisors, Inc. | 12,432 | $754.0K | 0.04% | −598−4.6% | Reduced |
| RHS Financial, LLC | 12,438 | $754.4K | 0.36% | −682−5.2% | Reduced |
| Xcel Wealth Management, LLC | 12,450 | $755.1K | 0.21% | −4,546−26.7% | Reduced |
| Investment Partners, Ltd. | 12,459 | $755.7K | 0.27% | −13−0.1% | Reduced |
| Principle Wealth Partners LLC | 12,485 | $757.2K | 0.04% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 12,536 | $760.3K | 0.14% | +1,271+11.3% | Added |
| Gold Investment Management Ltd. | 12,542 | $760.7K | 0.24% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 12,580 | $763.0K | 0.03% | +785+6.7% | Added |
| Waters Parkerson & Co., LLC | 12,612 | $764.9K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 12,643 | $766.8K | 0.18% | +30+0.2% | Added |
| LVM Capital Management Ltd | 12,694 | $770.0K | 0.07% | +470+3.8% | Added |
| Apella Capital, LLC | 12,802 | $770.3K | 0.01% | +4,549+55.1% | Added |
| Boston Trust Walden Corp | 12,705 | $770.6K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 12,749 | $773.2K | 0.01% | −1,312−9.3% | Reduced |
| Tortuga Wealth Management, Inc | 12,765 | $774.2K | 0.72% | +1,938+17.9% | Added |