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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 22,330 | $1.35M | 0.24% | +3,042+15.8% | Added |
| Everhart Financial Group, Inc. | 22,355 | $1.36M | 0.12% | +4,578+25.8% | Added |
| Stone Point Wealth LLC | 22,508 | $1.37M | 0.38% | +10,408+86.0% | Added |
| Greenleaf Trust | 22,509 | $1.37M | 0.01% | +2,568+12.9% | Added |
| Howland Capital Management LLC | 22,526 | $1.37M | 0.05% | 00.0% | Unchanged |
| Orion Investment Co | 22,553 | $1.37M | 0.44% | +405+1.8% | Added |
| Trust Asset Management LLC | 22,617 | $1.37M | 0.10% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22,630 | $1.37M | 0.04% | −506−2.2% | Reduced |
| Opal Capital LLC | 22,664 | $1.37M | 0.24% | +22,664 | New |
| Nwam LLC | 22,690 | $1.38M | 0.08% | +8,102+55.5% | Added |
| Capital Performance Advisors LLP | 22,776 | $1.38M | 0.09% | +1,580+7.5% | Added |
| KCM Investment Advisors LLC | 22,809 | $1.38M | 0.05% | +1,938+9.3% | Added |
| Baker Avenue Asset Management, LP | 22,813 | $1.38M | 0.03% | +13,930+156.8% | Added |
| MTM Investment Management, LLC | 22,828 | $1.38M | 0.44% | +20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 22,891 | $1.39M | 0.35% | −120−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 22,896 | $1.39M | 0.27% | −792−3.3% | Reduced |
| Roman Butler Fullerton & Co | 23,488 | $1.39M | 0.38% | +1,464+6.6% | Added |
| Dominguez Wealth Management Solutions, Inc. | 22,928 | $1.39M | 0.84% | +524+2.3% | Added |
| Portside Wealth Group, LLC | 22,971 | $1.39M | 0.19% | +1,018+4.6% | Added |
| PKO Investment Management Joint-Stock Co | 23,000 | $1.39M | 0.12% | −3,000−11.5% | Reduced |
| Madden Securities Corp | 23,005 | $1.40M | 0.42% | 00.0% | Unchanged |
| Ti-Trust, Inc | 23,040 | $1.40M | 0.83% | +326+1.4% | Added |
| 1st Source Bank | 23,067 | $1.40M | 0.07% | −1,219−5.0% | Reduced |
| Capital City Trust Co | 23,073 | $1.40M | 0.32% | +323+1.4% | Added |
| Carnegie Lake Advisors LLC | 23,077 | $1.40M | 0.56% | −215−0.9% | Reduced |
| Kathmere Capital Management, LLC | 23,174 | $1.41M | 0.09% | +12,880+125.1% | Added |
| Modern Wealth Management, LLC | 22,795 | $1.41M | 0.02% | +2,427+11.9% | Added |
| Caerus Investment Advisors, LLC | 23,217 | $1.41M | 0.59% | −10,665−31.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 23,222 | $1.41M | 0.42% | −2,330−9.1% | Reduced |
| Manske Wealth Management | 23,282 | $1.41M | 0.40% | −50−0.2% | Reduced |
| Harbour Investment Management LLC | 23,364 | $1.42M | 0.77% | −1,629−6.5% | Reduced |
| Beaton Management Co. Inc. | 23,369 | $1.42M | 0.63% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 23,409 | $1.42M | 0.54% | +7,244+44.8% | Added |
| Jackson Thornton Asset Management, LLC | 24,271 | $1.42M | 0.13% | +3,975+19.6% | Added |
| Hall Capital Management Co Inc | 23,612 | $1.43M | 0.51% | +23,612 | New |
| First National Bank & Trust Co of Newtown | 23,620 | $1.43M | 0.31% | −1,425−5.7% | Reduced |
| NTV Asset Management LLC | 23,625 | $1.43M | 0.16% | +820+3.6% | Added |
| CoreCap Advisors, LLC | 23,763 | $1.44M | 0.05% | +110+0.5% | Added |
| Bangor Savings Bank | 23,789 | $1.44M | 0.12% | −787−3.2% | Reduced |
| Aspen Investment Management Inc | 23,789 | $1.44M | 0.44% | +13,125+123.1% | Added |
| Forza Wealth Management, LLC | 23,808 | $1.44M | 0.50% | +1,314+5.8% | Added |
| Monarch Capital Management Inc | 23,965 | $1.45M | 0.36% | −15−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,050 | $1.46M | 0.02% | −7,399−23.5% | Reduced |
| CSS LLC | 24,100 | $1.46M | 0.08% | −5,920−19.7% | Reduced |
| Sierra Summit Advisors LLC | 24,179 | $1.47M | 0.21% | +1,163+5.1% | Added |
| Canandaigua National Corp | 24,182 | $1.47M | 0.13% | +24,182 | New |
| Mairs & Power Inc | 24,200 | $1.47M | 0.01% | −738−3.0% | Reduced |
| Archer Investment Corp | 24,272 | $1.47M | 0.31% | −46−0.2% | Reduced |
| Emerald Advisors, LLC | 24,395 | $1.48M | 0.18% | +895+3.8% | Added |
| Drucker Wealth 3.0, LLC | 24,499 | $1.49M | 0.26% | +3,820+18.5% | Added |
| Ignite Planners, LLC | 24,710 | $1.49M | 0.23% | +249+1.0% | Added |
| Berkeley Capital Partners, LLC | 24,697 | $1.50M | 0.35% | −12,272−33.2% | Reduced |
| Burney Co | 24,708 | $1.50M | 0.05% | −38,913−61.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 24,747 | $1.50M | 0.40% | +60+0.2% | Added |
| Edentree Asset Management Ltd | 25,000 | $1.52M | 0.46% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 25,053 | $1.52M | 0.03% | +60+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 25,063 | $1.52M | 0.04% | +4,149+19.8% | Added |
| Measured Wealth Private Client Group, LLC | 25,075 | $1.52M | 0.42% | +18,842+302.3% | Added |
| Claro Advisors LLC | 25,092 | $1.52M | 0.18% | +7,724+44.5% | Added |
| Westhampton Capital, LLC | 25,122 | $1.52M | 0.71% | −300−1.2% | Reduced |
| L2 Asset Management, LLC | 25,140 | $1.52M | 0.15% | +14,376+133.6% | Added |
| Capital Advisors Inc | 25,145 | $1.53M | 0.02% | +6,866+37.6% | Added |
| Frec Markets, Inc. | 25,148 | $1.53M | 0.26% | +15,146+151.4% | Added |
| Hilltop Holdings Inc. | 25,193 | $1.53M | 0.14% | −28,810−53.3% | Reduced |
| Moody National Bank Trust Division | 25,298 | $1.53M | 0.15% | +858+3.5% | Added |
| Verdence Capital Advisors LLC | 25,316 | $1.54M | 0.09% | −2,205−8.0% | Reduced |
| Sagespring Wealth Partners, LLC | 25,347 | $1.54M | 0.03% | +9,591+60.9% | Added |
| Eagle Harbor Asset Management Inc | 25,375 | $1.54M | 1.32% | +40.0% | Added |
| Philadelphia Trust Co | 25,425 | $1.54M | 0.11% | −1,000−3.8% | Reduced |
| Demars Financial Group, LLC | 25,436 | $1.54M | 0.51% | −1,143−4.3% | Reduced |
| Evoke Wealth, LLC | 25,490 | $1.55M | 0.03% | +7,845+44.5% | Added |
| North Star Investment Management Corp. | 25,588 | $1.55M | 0.09% | +24+0.1% | Added |
| Brookwood Investment Group LLC | 25,606 | $1.55M | 0.20% | −9,419−26.9% | Reduced |
| Dynamic Advisor Solutions LLC | 25,618 | $1.55M | 0.05% | +424+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 25,659 | $1.56M | 0.13% | −559−2.1% | Reduced |
| Neo Ivy Capital Management | 25,660 | $1.56M | 0.41% | +25,660 | New |
| Peoples Financial Services Corp. | 25,678 | $1.56M | 0.74% | +6,726+35.5% | Added |
| Nemes Rush Group LLC | 25,698 | $1.56M | 0.15% | +130+0.5% | Added |
| Corundum Group, Inc. | 25,726 | $1.56M | 0.52% | +2,092+8.9% | Added |
| Prime Capital Investment Advisors, LLC | 25,903 | $1.57M | 0.02% | +817+3.3% | Added |
| Thoroughbred Financial Services, LLC | 26,001 | $1.58M | 0.09% | +22,190+582.3% | Added |
| Plimoth Trust Co LLC | 26,002 | $1.58M | 0.35% | +668+2.6% | Added |
| DoubleLine ETF Adviser LP | 26,054 | $1.58M | 0.60% | +26,054 | New |
| Benchmark Financial Wealth Advisors, LLC | 26,118 | $1.58M | 0.44% | +2,151+9.0% | Added |
| Tweedy, Browne Co LLC | 26,158 | $1.59M | 0.13% | +9,316+55.3% | Added |
| Stratos Wealth Advisors, LLC | 26,158 | $1.59M | 0.10% | +1,417+5.7% | Added |
| Citizens National Bank Trust Department | 26,374 | $1.60M | 0.27% | +1,359+5.4% | Added |
| Independent Investors Inc | 26,438 | $1.60M | 0.32% | −500−1.9% | Reduced |
| Delta Financial Advisors LLC | 26,446 | $1.60M | 0.42% | +420+1.6% | Added |
| Tower Bridge Advisors | 26,448 | $1.60M | 0.15% | −200−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,471 | $1.61M | 0.17% | +1,238+4.9% | Added |
| Mechanics Bank Trust Department | 26,486 | $1.61M | 0.22% | −4,031−13.2% | Reduced |
| Profund Advisors LLC | 26,620 | $1.61M | 0.06% | −11,374−29.9% | Reduced |
| Summit Global Investments | 26,658 | $1.62M | 0.10% | +1,761+7.1% | Added |
| Arcadia Investment Management Corp | 26,704 | $1.62M | 0.28% | −2,090−7.3% | Reduced |
| Steel Peak Wealth Management LLC | 26,709 | $1.62M | 0.05% | −9,648−26.5% | Reduced |
| Alpha Omega Wealth Management LLC | 26,793 | $1.62M | 0.26% | −98−0.4% | Reduced |
| Little House Capital LLC | 26,872 | $1.63M | 0.42% | +3,198+13.5% | Added |
| Gibbs Wealth Management | 26,915 | $1.63M | 0.22% | +13,968+107.9% | Added |
| GFS Advisors, LLC | 26,975 | $1.64M | 0.12% | +165+0.6% | Added |