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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 12,832 | $778.2K | 0.16% | +796+6.6% | Added |
| Opinicus Capital, Inc. | 12,850 | $779.3K | 0.55% | +1,148+9.8% | Added |
| Monetary Management Group Inc | 12,850 | $779.4K | 0.19% | −55−0.4% | Reduced |
| Old North State Trust, LLC | 12,866 | $780.0K | 0.46% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 12,904 | $782.6K | 0.02% | +12,904 | New |
| Central Pacific Bank - Trust Division | 12,984 | $787.5K | 0.10% | −363−2.7% | Reduced |
| Sunbelt Securities, Inc. | 12,988 | $787.7K | 0.05% | −325−2.4% | Reduced |
| Vectors Research Management, LLC | 13,000 | $788.5K | 0.23% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13,008 | $789.0K | 0.01% | +3,185+32.4% | Added |
| WNY Asset Management, LLC | 13,024 | $789.9K | 0.08% | +13,024 | New |
| Wendell David Associates Inc | 13,032 | $790.0K | 0.09% | −399−3.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 13,050 | $791.5K | 0.11% | +1,549+13.5% | Added |
| Old North State Wealth Management, LLC | 13,092 | $794.8K | 0.37% | −784−5.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,127 | $796.2K | 0.14% | +932+7.6% | Added |
| Northwest Wealth Management, LLC | 13,138 | $796.8K | 0.12% | +360+2.8% | Added |
| Aventura Private Wealth, LLC | 13,141 | $797.0K | 0.29% | −155−1.2% | Reduced |
| Anchor Investment Management, LLC | 13,144 | $797.2K | 0.07% | +1,827+16.1% | Added |
| Legacy Wealth Asset Management, LLC | 13,147 | $797.4K | 0.19% | +526+4.2% | Added |
| Manchester Capital Management LLC | 13,214 | $801.4K | 0.12% | −191−1.4% | Reduced |
| Callahan Advisors, LLC | 13,291 | $806.1K | 0.07% | +804+6.4% | Added |
| Granite Islands Private Wealth, LLC | 13,335 | $808.8K | 0.75% | +8,335+166.7% | Added |
| Capital Financial Group Inc | 13,337 | $808.9K | 0.44% | +1,094+8.9% | Added |
| BSW Wealth Partners | 13,391 | $812.1K | 0.10% | +2,453+22.4% | Added |
| Atlas Brown,Inc. | 13,473 | $817.2K | 0.25% | −10.0% | Reduced |
| Sovereign Financial Group, Inc. | 13,541 | $821.2K | 0.14% | +674+5.2% | Added |
| BridgePort Financial Solutions, LLC | 13,547 | $821.6K | 0.23% | −2,474−15.4% | Reduced |
| Childress Capital Advisors, LLC | 13,571 | $823.1K | 0.15% | +1,193+9.6% | Added |
| Knott David M Jr | 13,622 | $826.2K | 0.49% | −8,378−38.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 13,684 | $830.0K | 0.24% | −288−2.1% | Reduced |
| Symphony Financial, Ltd. Co. | 13,766 | $831.7K | 0.11% | +1,138+9.0% | Added |
| ESG Planning | 13,713 | $831.7K | 0.36% | −98−0.7% | Reduced |
| Virtus ETF Advisers LLC | 13,715 | $831.8K | 0.39% | −402−2.8% | Reduced |
| Affinity Investment Advisors, LLC | 13,730 | $832.7K | 0.52% | +198+1.5% | Added |
| Commerzbank Aktiengesellschaft | 13,733 | $833.0K | 0.02% | −724−5.0% | Reduced |
| MBM Wealth Consultants, LLC | 13,748 | $833.8K | 0.19% | +546+4.1% | Added |
| Sylvest Advisors, LLC | 13,769 | $835.1K | 0.44% | +13,769 | New |
| Penobscot Investment Management Company, Inc. | 13,778 | $835.6K | 0.07% | −800−5.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,784 | $836.0K | 0.24% | −11,216−44.9% | Reduced |
| Arvest Bank Trust Division | 13,793 | $836.5K | 0.05% | +740+5.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,802 | $837.1K | 0.07% | +663+5.0% | Added |
| Essex Savings Bank | 13,837 | $839.2K | 0.19% | −744−5.1% | Reduced |
| Physicians Financial Services, Inc. | 13,842 | $840.0K | 0.23% | +1,275+10.1% | Added |
| Smith Group Asset Management, LLC | 13,850 | $840.0K | 0.04% | +13,850 | New |
| Vestmark Advisory Solutions, Inc. | 13,862 | $840.8K | 0.01% | +8,316+149.9% | Added |
| Wealth Effects LLC | 13,875 | $841.5K | 0.30% | −1,800−11.5% | Reduced |
| Avestar Capital, LLC | 13,910 | $843.7K | 0.06% | +1,041+8.1% | Added |
| FSM Wealth Advisors, LLC | 13,913 | $843.8K | 0.11% | +277+2.0% | Added |
| Burke & Herbert Bank & Trust Co | 13,956 | $846.4K | 0.23% | +2,105+17.8% | Added |
| Deseret Mutual Benefit Administrators | 13,968 | $847.2K | 0.29% | −4,113−22.7% | Reduced |
| Investment House LLC | 13,997 | $848.9K | 0.04% | +125+0.9% | Added |
| Sym Financial Corp | 14,029 | $850.9K | 0.09% | +1,900+15.7% | Added |
| Meridian Management Co | 14,037 | $851.3K | 0.21% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 14,098 | $855.0K | 0.11% | −2,260−13.8% | Reduced |
| Davis Investment Partners, LLC | 14,110 | $855.8K | 0.30% | +1,306+10.2% | Added |
| Pavion Blue Capital, LLC | 14,208 | $861.7K | 0.37% | −25−0.2% | Reduced |
| Sagewood Asset Management LP | 14,212 | $862.0K | 0.27% | +2,738+23.9% | Added |
| Tempus Wealth Planning, LLC | 14,213 | $862.0K | 0.20% | −304−2.1% | Reduced |
| 626 Financial, LLC | 14,261 | $865.0K | 0.39% | +4,393+44.5% | Added |
| TIAA Wealth Investment Management LLC | 14,290 | $866.1K | 0.01% | +14,290 | New |
| Cohen Capital Management, Inc. | 14,350 | $870.3K | 0.14% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 14,381 | $872.2K | 0.20% | −19−0.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,400 | $873.0K | 0.59% | +50+0.3% | Added |
| Syon Capital LLC | 14,395 | $873.0K | 0.04% | +1,085+8.2% | Added |
| Cim Investment Mangement Inc | 14,397 | $873.2K | 0.23% | −64−0.4% | Reduced |
| MONECO Advisors, LLC | 14,397 | $873.2K | 0.07% | +889+6.6% | Added |
| Landmark Wealth Management, LLC | 14,424 | $874.8K | 0.23% | +14,424 | New |
| Redwood Wealth Management Group, LLC | 14,456 | $876.7K | 0.38% | −214−1.5% | Reduced |
| bLong Financial, LLC | 14,542 | $882.0K | 0.67% | −200−1.4% | Reduced |
| Prelude Capital Management, LLC | 14,578 | $884.2K | 0.07% | −3,141−17.7% | Reduced |
| Sanders Morris Harris LLC | 14,607 | $885.9K | 0.14% | +14,607 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 14,620 | $886.7K | 0.26% | +4,340+42.2% | Added |
| Commerce Advisors, LLC | 14,645 | $888.2K | 0.75% | +14,645 | New |
| Red Door Wealth Management, LLC | 14,646 | $888.3K | 0.09% | −90−0.6% | Reduced |
| Stevens Capital Management LP | 14,694 | $891.0K | 0.14% | +14,694 | New |
| Blue Capital, Inc. | 14,754 | $894.8K | 0.58% | +2,001+15.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,765 | $895.5K | 0.01% | +1,349+10.1% | Added |
| Accredited Investors Inc. | 14,769 | $895.7K | 0.05% | +30.0% | Added |
| Ipswich Investment Management Co., Inc. | 14,829 | $899.3K | 0.21% | −1,722−10.4% | Reduced |
| Spinnaker Trust | 14,848 | $900.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 15,183 | $901.7K | 0.06% | +1,958+14.8% | Added |
| Fort Sheridan Advisors LLC | 14,870 | $901.9K | 0.11% | +2,706+22.2% | Added |
| Richard W. Paul & Associates, LLC | 14,875 | $902.2K | 0.30% | −240−1.6% | Reduced |
| S-Bank Fund Management Ltd | 14,911 | $904.4K | 0.13% | −554−3.6% | Reduced |
| Cobblestone Asset Management LLC | 14,946 | $906.5K | 0.41% | −6,526−30.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,053 | $912.9K | 0.13% | 00.0% | Unchanged |
| Athena Investment Management | 15,115 | $916.7K | 0.48% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 15,119 | $917.0K | 0.52% | +9,585+173.2% | Added |
| Aso Group Ltd | 15,116 | $917.0K | 0.39% | 00.0% | Unchanged |
| LVW Advisors, LLC | 15,137 | $918.1K | 0.09% | +5,906+64.0% | Added |
| BigSur Wealth Management LLC | 15,200 | $921.9K | 0.26% | −1,000−6.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,259 | $925.5K | 0.03% | +5,380+54.5% | Added |
| City Holding Co | 15,267 | $925.9K | 0.12% | +5,650+58.8% | Added |
| Washington Trust Co | 15,273 | $926.3K | 0.03% | −182−1.2% | Reduced |
| Insight Inv LLC | 15,276 | $926.5K | 0.51% | −550−3.5% | Reduced |
| Uhlmann Price Securities, LLC | 15,841 | $927.5K | 0.06% | +10,036+172.9% | Added |
| Cladis Investment Advisory, LLC | 15,300 | $927.9K | 0.51% | −50−0.3% | Reduced |
| Cypress Capital Advisors, LLC | 15,326 | $929.5K | 0.50% | +8,446+122.8% | Added |
| Garrison Point Advisors, LLC | 15,383 | $933.0K | 0.43% | −60.0% | Reduced |
| Hunter Associates Investment Management LLC | 15,461 | $936.0K | 0.12% | +1,199+8.4% | Added |
| Legacy Capital Group California, Inc. | 15,438 | $936.3K | 0.36% | −5,154−25.0% | Reduced |