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 |
|---|---|---|---|---|---|
| TigerOak Management, L.L.C. | 3,627 | $220.0K | 0.07% | +3,627 | New |
| HBE Wealth Management, LLC | 3,633 | $220.3K | 0.19% | +3,633 | New |
| Kiley Juergens Wealth Management, LLC | 3,636 | $220.5K | 0.04% | +3,636 | New |
| Slocum, Gordon & Co LLP | 3,646 | $221.1K | 0.15% | +3,646 | New |
| S.A. Mason LLC | 3,667 | $222.4K | 0.08% | +51+1.4% | Added |
| Granite Harbor Advisors, Inc. | 3,670 | $222.6K | 0.10% | +3,670 | New |
| Aureus Asset Management, LLC | 3,689 | $223.7K | 0.01% | −15,997−81.3% | Reduced |
| Iron Financial, LLC | 3,691 | $223.9K | 0.10% | +3,691 | New |
| American Trust Investment Advisors, LLC | 3,693 | $224.0K | 0.12% | +3,693 | New |
| Finward Bancorp | 3,695 | $224.1K | 0.18% | +3,695 | New |
| Skba Capital Management LLC | 3,700 | $224.4K | 0.03% | +3,700 | New |
| Churchill Financial Advisors, LLC | 3,700 | $224.4K | 0.05% | +3,700 | New |
| Excelsior Advisor Network LLC | 3,705 | $224.7K | 0.09% | −170−4.4% | Reduced |
| Oxford Asset Management LLP | 3,707 | $224.8K | 0.09% | +3,707 | New |
| Millennium Capital Advisors, LLC | 3,710 | $225.0K | 0.14% | +3,710 | New |
| Madison Asset Management, LLC | 3,712 | $225.1K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,744 | $225.3K | 0.10% | +19+0.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,721 | $225.7K | 0.20% | −6,203−62.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,725 | $225.9K | 0.11% | +3,725 | New |
| Stony Point Wealth Management Inc. | 3,729 | $226.1K | 0.09% | −227−5.7% | Reduced |
| Birch Financial Group, LLC | 3,733 | $226.4K | 0.13% | +3,733 | New |
| PYA Waltman Capital, LLC | 3,737 | $226.6K | 0.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,750 | $227.4K | 0.04% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,756 | $227.8K | 0.07% | +3,756 | New |
| Howard Financial Services, Ltd. | 3,770 | $228.6K | 0.03% | +3,770 | New |
| Reliant Investment Partners, LLC | 3,771 | $228.7K | 0.19% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,781 | $229.3K | 0.09% | +3,781 | New |
| BlackDiamond Wealth Management Inc. | 3,784 | $229.5K | 0.11% | +22+0.6% | Added |
| Compass Ion Advisors, LLC | 3,789 | $229.8K | 0.02% | +25+0.7% | Added |
| Mattern Wealth Management LLC | 3,800 | $230.5K | 0.04% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 3,803 | $230.7K | 0.05% | −641−14.4% | Reduced |
| Tyche Wealth Partners LLC | 3,817 | $231.5K | 0.04% | +5+0.1% | Added |
| Curat Global, LLC | 3,823 | $231.9K | 0.23% | +595+18.4% | Added |
| Chase Investment Counsel Corp | 3,838 | $232.0K | 0.06% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 3,829 | $232.2K | 0.12% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 3,830 | $232.3K | 0.04% | +3,830 | New |
| Jupiter Asset Management Ltd | 3,838 | $232.8K | 0.00% | +3,838 | New |
| Revolve Wealth Partners, LLC | 3,845 | $233.2K | 0.03% | +3,845 | New |
| Shrier Wealth Management, LLC | 3,850 | $233.5K | 0.09% | −53−1.4% | Reduced |
| CMG Global Holdings, LLC | 3,869 | $234.7K | 0.11% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,874 | $235.0K | 0.15% | +3,874 | New |
| Somerville Kurt F | 3,875 | $235.0K | 0.06% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,889 | $235.9K | 0.03% | −200−4.9% | Reduced |
| DDFG, Inc | 3,894 | $236.2K | 0.05% | −469−10.7% | Reduced |
| Atlas Wealth LLC | 3,915 | $237.4K | 0.07% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,915 | $237.4K | 0.03% | +3,915 | New |
| Warner Group LLC | 3,918 | $237.6K | 0.16% | +3,918 | New |
| Park Place Capital Corp | 3,929 | $238.3K | 0.05% | +2,579+191.0% | Added |
| Naviter Wealth, LLC | 3,933 | $238.5K | 0.03% | −622−13.7% | Reduced |
| Eagle Wealth Strategies LLC | 3,953 | $239.7K | 0.11% | −88−2.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,954 | $239.8K | 0.18% | +646+19.5% | Added |
| Luts & Greenleigh Group, Inc | 3,957 | $240.0K | 0.19% | +7+0.2% | Added |
| Wealth Management Associates, Inc. | 3,958 | $240.1K | 0.08% | +7+0.2% | Added |
| Barnes Wealth Management Group, Inc | 3,965 | $240.5K | 0.12% | −80−2.0% | Reduced |
| HBW Advisory Services LLC | 3,967 | $240.6K | 0.03% | −1,475−27.1% | Reduced |
| Arlington Partners LLC | 3,977 | $241.2K | 0.48% | +3,977 | New |
| Centennial Wealth Advisory LLC | 3,984 | $241.7K | 0.06% | +3,984 | New |
| Delta Investment Management, LLC | 3,988 | $241.9K | 0.04% | −256−6.0% | Reduced |
| May Hill Capital, LLC | 3,995 | $242.3K | 0.06% | +3,995 | New |
| Strong Retirement Solutions LLC | 3,996 | $242.4K | 0.17% | −1,347−25.2% | Reduced |
| CFM Wealth Partners LLC | 4,000 | $242.6K | 0.04% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 4,000 | $242.6K | 0.06% | +4,000 | New |
| Snowwater Investment Partners, LLC | 4,001 | $242.7K | 0.23% | −114−2.8% | Reduced |
| Exeter Financial, LLC | 4,001 | $242.7K | 0.10% | −45−1.1% | Reduced |
| High Net Worth Advisory Group LLC | 4,002 | $242.7K | 0.06% | −134−3.2% | Reduced |
| Ramiah Investment Group | 4,008 | $243.1K | 0.21% | −202−4.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,021 | $243.9K | 0.10% | +225+5.9% | Added |
| Berkshire Bank | 4,026 | $244.2K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,029 | $244.4K | 0.01% | −181−4.3% | Reduced |
| Hilton Head Capital Partners, LLC | 4,034 | $244.6K | 0.14% | +147+3.8% | Added |
| Kercheville Advisors, LLC | 4,037 | $244.9K | 0.08% | 00.0% | Unchanged |
| Sidoxia Capital Management, LLC | 4,041 | $245.1K | 0.21% | +4,041 | New |
| Bullock Wealth Management Group | 3,976 | $245.4K | 0.12% | +455+12.9% | Added |
| Signature Estate & Investment Advisors LLC | 4,048 | $245.5K | 0.00% | −728−15.2% | Reduced |
| Successful Portfolios LLC | 4,070 | $245.7K | 0.14% | +20.0% | Added |
| Foster Group, Inc. | 4,057 | $246.1K | 0.01% | +227+5.9% | Added |
| Nilsine Partners, LLC | 4,282 | $247.4K | 0.02% | +4,282 | New |
| ProVise Management Group, LLC | 4,080 | $247.5K | 0.02% | −764−15.8% | Reduced |
| Wimmer Associates 1, LLC | 4,090 | $248.1K | 0.12% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 4,094 | $248.3K | 0.09% | −263−6.0% | Reduced |
| Kidder Stephen W | 4,100 | $248.7K | 0.07% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,101 | $248.7K | 0.03% | +4,101 | New |
| First National Bank of Omaha | 4,165 | $248.8K | 0.01% | −131−3.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,106 | $249.0K | 0.01% | −80−1.9% | Reduced |
| Wall Street Financial Group, Inc. | 4,112 | $249.4K | 0.15% | +4,112 | New |
| Capula Management Ltd | 4,113 | $249.5K | 0.00% | −10,682−72.2% | Reduced |
| Klingman & Associates, LLC | 4,114 | $249.5K | 0.01% | +310+8.1% | Added |
| Addison Advisors LLC | 4,117 | $249.7K | 0.06% | +99+2.5% | Added |
| Paragon Capital Management Ltd | 4,126 | $250.3K | 0.05% | −3−0.1% | Reduced |
| COFG Advisors, LLC | 4,129 | $250.4K | 0.06% | +278+7.2% | Added |
| Hamrick Investment Counsel, llc | 4,141 | $251.2K | 0.14% | +4,006+2,967.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 4,142 | $251.2K | 0.01% | −3,991,313−99.9% | Reduced |
| Breakwater Capital Group | 4,158 | $252.2K | 0.03% | +4,158 | New |
| Alpha Family Trust | 4,160 | $252.3K | 0.12% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 4,170 | $252.9K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,171 | $253.0K | 0.05% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 4,175 | $253.2K | 0.23% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 4,175 | $253.2K | 0.05% | +306+7.9% | Added |
| Westover Capital Advisors, LLC | 4,182 | $253.6K | 0.05% | 00.0% | Unchanged |
| Corecam AG | 4,186 | $253.9K | 0.23% | +4,186 | New |