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; 2,530 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
- 2,544
- +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
- 1,067 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 254 | $15.4K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 269 | $16.3K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 270 | $16.4K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 273 | $16.6K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 275 | $16.7K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 287 | $16.7K | 0.00% | +3+1.1% | Added |
| Phillip James Consulting Co. | 285 | $17.0K | 0.01% | +23+8.8% | Added |
| Miller Wealth Advisors, LLC | 281 | $17.0K | 0.01% | +4+1.4% | Added |
| Dorato Capital Management | 300 | $17.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 293 | $17.8K | 0.01% | +28+10.6% | Added |
| Hoey Investments, Inc | 300 | $18.2K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $18.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 305 | $18.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 307 | $18.6K | 0.00% | +3+1.0% | Added |
| Lavaca Capital LLC | 308 | $18.7K | 0.00% | +38+14.1% | Added |
| Avion Wealth | 329 | $19.0K | 0.00% | +38+13.1% | Added |
| YANKCOM Partnership | 322 | $19.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 330 | $20.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $20.3K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 341 | $20.7K | 0.01% | +78+29.7% | Added |
| Joseph Group Capital Management | 352 | $21.3K | 0.01% | +146+70.9% | Added |
| SMA Capital LLC | 359 | $21.8K | 0.01% | +359 | New |
| Cedar Mountain Advisors, LLC | 363 | $22.0K | 0.00% | +302+495.1% | Added |
| Tripletail Wealth Management, LLC | 376 | $22.4K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 370 | $22.4K | 0.01% | +85+29.8% | Added |
| Main Street Group, LTD | 375 | $22.7K | 0.01% | +375 | New |
| Elequin Capital LP | 384 | $23.3K | 0.00% | +384 | New |
| Ameliora Wealth Management Ltd. | 395 | $24.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 409 | $24.8K | 0.01% | +2+0.5% | Added |
| Wellington-Altus USA Inc. | 435 | $25.1K | 0.01% | +85+24.3% | Added |
| 1015 Capital Partners, LLC | 418 | $25.4K | 0.02% | −2−0.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 427 | $25.9K | 0.01% | +414+3,184.6% | Added |
| Legend Capital Advisors LLC | 435 | $26.4K | 0.02% | +435 | New |
| Atomic Invest LLC | 444 | $26.5K | 0.01% | +136+44.2% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 441 | $26.7K | 0.12% | +441 | New |
| MidFirst Bank | 443 | $26.9K | 0.00% | −7,570−94.5% | Reduced |
| Pinney & Scofield, Inc. | 450 | $27.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 455 | $27.6K | 0.00% | −65−12.5% | Reduced |
| Davis Asset Management, L.P. | 460 | $27.9K | 0.00% | +460 | New |
| Swiss Re Ltd | 470 | $28.5K | 0.17% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 470 | $28.5K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 491 | $29.8K | 0.03% | −102−17.2% | Reduced |
| Fortis Group Advisors, LLC | 500 | $30.3K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 500 | $30.3K | 0.05% | +500 | New |
| Highline Wealth Partners LLC | 509 | $30.9K | 0.01% | +202+65.8% | Added |
| Gill Capital Partners, LLC | 514 | $31.2K | 0.01% | +514 | New |
| Avalon Trust Co | 521 | $31.6K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 530 | $32.1K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 534 | $32.4K | 0.02% | +94+21.4% | Added |
| Bell Investment Advisors, Inc | 542 | $32.9K | 0.01% | +80+17.3% | Added |
| Richardson Financial Services Inc. | 550 | $33.4K | 0.02% | +110+25.0% | Added |
| Kilter Group LLC | 552 | $33.5K | 0.01% | +101+22.4% | Added |
| Darwin Advisors, LLC | 563 | $34.1K | 0.01% | +6+1.1% | Added |
| Bayban | 575 | $34.9K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 579 | $35.1K | 0.02% | +579 | New |
| Westend Capital Management, LLC | 611 | $37.1K | 0.01% | −57−8.5% | Reduced |
| Intentional Wealth Strategies, LLC | 615 | $37.3K | 0.03% | +615 | New |
| Core Alternative Capital | 620 | $37.6K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 628 | $38.1K | 0.01% | +628 | New |
| UMA Financial Services, Inc. | 632 | $38.3K | 0.01% | +155+32.5% | Added |
| Comprehensive Financial Planning, Inc. | 640 | $38.8K | 0.03% | +6+0.9% | Added |
| Wolff Wiese Magana LLC | 654 | $39.7K | 0.02% | −12−1.8% | Reduced |
| TSFG, LLC | 657 | $40.0K | 0.01% | +1+0.2% | Added |
| Fortitude Family Office, LLC | 663 | $40.2K | 0.01% | −4,883−88.0% | Reduced |
| Rialto Wealth Management, LLC | 690 | $41.8K | 0.01% | +41+6.3% | Added |
| Kerr Financial Planning Corp | 725 | $42.1K | 0.05% | −19−2.6% | Reduced |
| Raleigh Capital Management Inc. | 694 | $42.1K | 0.01% | +131+23.3% | Added |
| Dogwood Wealth Management LLC | 694 | $42.1K | 0.02% | +252+57.0% | Added |
| Rosenberg Matthew Hamilton | 696 | $42.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 700 | $42.5K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 708 | $42.9K | 0.02% | −3−0.4% | Reduced |
| Clark Wealth Partners | 717 | $43.5K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 718 | $43.5K | 0.04% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 718 | $43.5K | 0.02% | +718 | New |
| Vermillion Wealth Management, Inc. | 751 | $45.5K | 0.02% | +65+9.5% | Added |
| Cornerstone Planning Group LLC | 801 | $45.6K | 0.01% | +184+29.8% | Added |
| Evelyn Partners Asset Management Ltd | 764 | $46.3K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 767 | $46.5K | 0.03% | +28+3.8% | Added |
| Blue Bell Private Wealth Management, LLC | 798 | $48.4K | 0.01% | +2+0.3% | Added |
| Rachor Investment Advisory Services, LLC | 798 | $48.4K | 0.03% | +70+9.6% | Added |
| Albion Financial Group | 800 | $48.5K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 800 | $49.0K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 820 | $49.7K | 0.01% | −308−27.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 822 | $49.9K | 0.02% | +3+0.4% | Added |
| Operose Advisors LLC | 838 | $50.8K | 0.01% | +338+67.6% | Added |
| Ares Financial Consulting, LLC | 829 | $51.2K | 0.04% | +378+83.8% | Added |
| PlanVest Financial, Inc | 852 | $51.7K | 0.04% | +852 | New |
| Entrust Financial LLC | 864 | $52.4K | 0.04% | −8−0.9% | Reduced |
| JCIC Asset Management Inc. | 875 | $53.1K | 0.02% | +535+157.4% | Added |
| Frazier Financial Advisors, LLC | 896 | $54.3K | 0.03% | +674+303.6% | Added |
| Robbins Farley LLC | 903 | $54.8K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 911 | $55.0K | 0.01% | +8+0.9% | Added |
| Chesapeake Asset Management LLC | 917 | $55.6K | 0.04% | 00.0% | Unchanged |
| Banque Transatlantique SA | 920 | $55.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 925 | $56.1K | 0.01% | −19−2.0% | Reduced |
| Financial Network Wealth Advisors LLC | 926 | $56.2K | 0.06% | −32−3.3% | Reduced |
| Proathlete Wealth Management LLC | 930 | $56.4K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 930 | $56.4K | 0.05% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 953 | $57.8K | 0.01% | 00.0% | Unchanged |