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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 27,005 | $1.64M | 0.13% | +255+1.0% | Added |
| Burns J W & Co Inc | 27,089 | $1.64M | 0.19% | −1,103−3.9% | Reduced |
| Wealth Quarterback LLC | 27,102 | $1.64M | 0.65% | −5,720−17.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 27,117 | $1.64M | 0.03% | +3,200+13.4% | Added |
| Fidelis Capital Partners, LLC | 27,137 | $1.65M | 0.12% | +4,292+18.8% | Added |
| Engineers Gate Manager LP | 27,148 | $1.65M | 0.02% | −184,035−87.1% | Reduced |
| Legacy Financial Advisors, Inc. | 27,158 | $1.65M | 0.23% | +2,072+8.3% | Added |
| TCG Advisory Services, LLC | 27,433 | $1.66M | 0.04% | +3,143+12.9% | Added |
| Dudley Capital Management, LLC | 27,476 | $1.67M | 0.74% | 00.0% | Unchanged |
| United Advisor Group, LLC | 27,547 | $1.67M | 0.21% | +554+2.1% | Added |
| Resources Management Corp | 27,575 | $1.67M | 0.22% | −225−0.8% | Reduced |
| Private Trust Co NA | 27,807 | $1.69M | 0.15% | −419−1.5% | Reduced |
| Altfest L J & Co Inc | 27,862 | $1.69M | 0.18% | −233−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 27,645 | $1.71M | 0.01% | +14,095+104.0% | Added |
| Ancora Advisors, LLC | 28,149 | $1.71M | 0.04% | −276−1.0% | Reduced |
| United Community Bank | 28,324 | $1.72M | 0.57% | +405+1.5% | Added |
| United Bank | 28,358 | $1.72M | 0.57% | −238−0.8% | Reduced |
| Coastwise Capital Group, LLC | 28,491 | $1.73M | 0.96% | +70+0.2% | Added |
| Silver Lake Advisory, LLC | 28,498 | $1.73M | 0.69% | −1,602−5.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,643 | $1.74M | 0.12% | −1,303−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 28,860 | $1.75M | 0.05% | −29,240−50.3% | Reduced |
| Bragg Financial Advisors, Inc | 28,885 | $1.75M | 0.06% | −1,272−4.2% | Reduced |
| Foundations Investment Advisors, LLC | 28,924 | $1.75M | 0.02% | +8,145+39.2% | Added |
| Clear Harbor Asset Management, LLC | 29,013 | $1.76M | 0.12% | +8,307+40.1% | Added |
| Valeo Financial Advisors, LLC | 29,031 | $1.76M | 0.04% | −2,299−7.3% | Reduced |
| Intrust Bank NA | 29,053 | $1.76M | 0.14% | +3,645+14.3% | Added |
| Mission Wealth Management, LP | 29,152 | $1.77M | 0.04% | −292−1.0% | Reduced |
| Parcion Private Wealth LLC | 29,189 | $1.77M | 0.11% | +2,318+8.6% | Added |
| OpenArc Corporate Advisory, LLC | 29,272 | $1.78M | 0.03% | +16,149+123.1% | Added |
| Exchange Bank | 29,306 | $1.78M | 1.23% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 29,408 | $1.78M | 0.42% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 29,424 | $1.78M | 0.10% | +29,424 | New |
| Parallax Volatility Advisers, L.P. | 30,431 | $1.81M | 0.08% | +30,431 | New |
| Flagship Harbor Advisors, LLC | 29,809 | $1.81M | 0.08% | −1,244−4.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 29,833 | $1.81M | 0.17% | +1,818+6.5% | Added |
| Lakewood Asset Management LLC | 29,851 | $1.81M | 1.16% | −9,309−23.8% | Reduced |
| Premier Path Wealth Partners, LLC | 29,899 | $1.81M | 0.24% | −663−2.2% | Reduced |
| Sentinus, LLC | 29,969 | $1.82M | 0.16% | +6,522+27.8% | Added |
| Parallel Advisors, LLC | 30,078 | $1.82M | 0.03% | +1,868+6.6% | Added |
| Axq Capital, LP | 30,117 | $1.83M | 0.24% | +30,117 | New |
| Meeder Advisory Services, Inc. | 30,119 | $1.83M | 0.08% | +5,361+21.7% | Added |
| Change Path, LLC | 30,184 | $1.83M | 0.04% | −678−2.2% | Reduced |
| Global Trust Asset Management, LLC | 30,219 | $1.83M | 0.70% | +3,043+11.2% | Added |
| Bahl & Gaynor Inc | 30,222 | $1.83M | 0.01% | −1,000−3.2% | Reduced |
| Verity Asset Management, Inc. | 30,333 | $1.84M | 0.77% | +2,023+7.1% | Added |
| Iowa State Bank | 30,428 | $1.85M | 0.34% | −16,370−35.0% | Reduced |
| Moneta Group Investment Advisors LLC | 30,548 | $1.85M | 0.01% | −60.0% | Reduced |
| Viewpoint Capital Management LLC | 30,572 | $1.85M | 0.87% | −1,199−3.8% | Reduced |
| Titan Investment Management LLC | 30,584 | $1.85M | 1.64% | −726−2.3% | Reduced |
| Partnership Wealth Management, LLC | 30,586 | $1.86M | 1.41% | −8,495−21.7% | Reduced |
| Cherokee Insurance Co | 30,600 | $1.86M | 0.70% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 30,782 | $1.87M | 0.77% | −8,322−21.3% | Reduced |
| Boston Family Office LLC | 30,989 | $1.88M | 0.13% | +927+3.1% | Added |
| Bellwether Advisors, LLC | 31,105 | $1.89M | 0.32% | +31,105 | New |
| Diversify Wealth Management, LLC | 33,139 | $1.91M | 0.03% | +21,775+191.6% | Added |
| Douglass Winthrop Advisors, LLC | 31,478 | $1.91M | 0.03% | +101+0.3% | Added |
| BankPlus Trust Department | 31,724 | $1.92M | 0.51% | −4,358−12.1% | Reduced |
| Rathbone Brothers plc | 31,740 | $1.93M | 0.01% | −414−1.3% | Reduced |
| Providence Wealth Advisors, LLC | 31,225 | $1.93M | 1.22% | −1,220−3.8% | Reduced |
| Lee Danner & Bass Inc | 31,841 | $1.93M | 0.12% | −1,087−3.3% | Reduced |
| Ted Buchan & Co | 31,900 | $1.93M | 0.70% | +221+0.7% | Added |
| Mount Vernon Associates Inc | 31,929 | $1.94M | 1.37% | +225+0.7% | Added |
| International Assets Investment Management, LLC | 31,372 | $1.94M | 0.13% | −5,855−15.7% | Reduced |
| Magnetar Financial LLC | 32,473 | $1.94M | 0.02% | +32,473 | New |
| Keynote Financial Services LLC | 32,025 | $1.94M | 1.03% | −267−0.8% | Reduced |
| IAM Advisory, LLC | 32,159 | $1.95M | 0.44% | +1,396+4.5% | Added |
| RiverFront Investment Group, LLC | 32,385 | $1.96M | 0.03% | +10,825+50.2% | Added |
| Peak Asset Management, LLC | 32,462 | $1.97M | 0.35% | −935−2.8% | Reduced |
| Eastern Bank | 32,500 | $1.97M | 0.03% | −2,768−7.8% | Reduced |
| First Western Trust Bank | 32,614 | $1.98M | 0.10% | +100.0% | Added |
| Highland Capital Management, LLC | 32,672 | $1.98M | 0.10% | +32,672 | New |
| Cidel Asset Management Inc | 32,697 | $1.98M | 0.11% | +5,551+20.4% | Added |
| Capital Investment Advisory Services, LLC | 32,770 | $1.99M | 0.14% | −1,560−4.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,835 | $1.99M | 0.10% | 00.0% | Unchanged |
| Excalibur Management Corp | 32,865 | $1.99M | 0.72% | −31−0.1% | Reduced |
| Charter Research & Investment Group, Inc. | 32,976 | $2.00M | 1.33% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33,017 | $2.00M | 0.06% | +4,127+14.3% | Added |
| Caldwell Trust Co | 33,149 | $2.01M | 0.18% | −435−1.3% | Reduced |
| St. Louis Trust Co | 33,158 | $2.01M | 0.23% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 33,159 | $2.01M | 0.37% | +1,414+4.5% | Added |
| Cito Capital Group, LLC | 33,250 | $2.02M | 0.62% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 33,262 | $2.02M | 0.21% | +554+1.7% | Added |
| Evergreen Capital Management LLC | 33,264 | $2.02M | 0.04% | +3,890+13.2% | Added |
| Greenfield Savings Bank | 33,402 | $2.03M | 0.86% | +248+0.7% | Added |
| Greenwood Capital Associates LLC | 33,409 | $2.03M | 0.22% | +1,344+4.2% | Added |
| TCW Group Inc | 33,646 | $2.04M | 0.02% | +1,627+5.1% | Added |
| one8zero8, LLC | 33,730 | $2.05M | 0.46% | −100−0.3% | Reduced |
| Aviance Capital Partners, LLC | 33,804 | $2.05M | 0.24% | −1,712−4.8% | Reduced |
| VestGen Advisors, LLC | 36,331 | $2.05M | 0.06% | +14,374+65.5% | Added |
| Pingora Partners LLC | 33,855 | $2.05M | 1.22% | −150−0.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 33,975 | $2.06M | 0.30% | −251−0.7% | Reduced |
| Univest Financial Corp | 34,205 | $2.07M | 0.12% | +52+0.2% | Added |
| Cornerstone Wealth Management, LLC | 34,219 | $2.08M | 0.10% | +100+0.3% | Added |
| Quadrant Capital Group LLC | 34,231 | $2.08M | 0.06% | +12,847+60.1% | Added |
| Marco Investment Management LLC | 34,278 | $2.08M | 0.16% | +8,325+32.1% | Added |
| Lineweaver Wealth Advisors, LLC | 34,428 | $2.09M | 0.28% | +2,056+6.4% | Added |
| Trustmark National Bank Trust Department | 34,525 | $2.09M | 0.13% | −1,472−4.1% | Reduced |
| Federated Hermes, Inc. | 34,632 | $2.10M | 0.00% | −2,412−6.5% | Reduced |
| Holderness Investments Co | 34,714 | $2.11M | 0.42% | +2,843+8.9% | Added |
| RFG Advisory, LLC | 35,208 | $2.14M | 0.04% | +1,411+4.2% | Added |