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
- 2,543
- +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 | 2,530 | $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 |
|---|---|---|---|---|---|
| Doheny Asset Management | 4,200 | $255.0K | 0.17% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 4,219 | $255.9K | 0.16% | −77−1.8% | Reduced |
| Westbourne Investments, Inc. | 4,241 | $257.2K | 0.12% | −134−3.1% | Reduced |
| Davis R M Inc | 4,245 | $257.5K | 0.00% | +4,245 | New |
| Wilkerson Advisory Group LLC | 4,248 | $257.6K | 0.09% | +1,276+42.9% | Added |
| E&G Advisors, LP | 4,251 | $258.0K | 0.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,255 | $258.1K | 0.03% | −200−4.5% | Reduced |
| Regatta Capital Group, LLC | 4,256 | $258.1K | 0.04% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,272 | $259.0K | 0.11% | +4,272 | New |
| Shepherd Financial Partners LLC | 4,271 | $259.0K | 0.02% | +7+0.2% | Added |
| Liberty Wealth Management LLC | 4,286 | $259.9K | 0.03% | +4,286 | New |
| Stonebridge Financial Group, LLC | 4,297 | $260.6K | 0.02% | −687−13.8% | Reduced |
| Focus Financial Network, Inc. | 4,298 | $260.6K | 0.01% | −876−16.9% | Reduced |
| Pacific Sage Partners, LLC | 4,299 | $260.7K | 0.04% | +470+12.3% | Added |
| Hummer Financial Advisory Services Inc | 4,300 | $260.8K | 0.18% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 4,300 | $260.8K | 0.05% | −1,105−20.4% | Reduced |
| R Squared Ltd | 4,302 | $260.9K | 0.14% | −17,443−80.2% | Reduced |
| Vicus Capital | 4,305 | $261.1K | 0.02% | −82−1.9% | Reduced |
| Kaufman Rossin Wealth, LLC | 4,311 | $261.5K | 0.15% | −7,342−63.0% | Reduced |
| Arrow Financial Corp | 4,331 | $262.7K | 0.03% | −920−17.5% | Reduced |
| KPP Advisory Services LLC | 4,335 | $262.9K | 0.04% | +22+0.5% | Added |
| Novare Capital Management LLC | 4,340 | $263.2K | 0.02% | −315−6.8% | Reduced |
| Asset Dedication, LLC | 4,355 | $264.1K | 0.02% | +19+0.4% | Added |
| Financial Security Advisor, Inc. | 4,362 | $264.5K | 0.05% | −87−2.0% | Reduced |
| Rossby Financial, LCC | 4,286 | $264.6K | 0.06% | +1,222+39.9% | Added |
| Wescott Financial Advisory Group, LLC | 4,366 | $264.8K | 0.02% | +4,366 | New |
| Roan Capital Partners | 4,371 | $265.1K | 0.25% | +4,371 | New |
| Pettyjohn, Wood & White, Inc | 4,373 | $265.2K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 4,390 | $266.3K | 0.04% | −409−8.5% | Reduced |
| Bellevue Asset Management, LLC | 4,395 | $266.6K | 0.13% | +5+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,423 | $268.3K | 0.11% | +151+3.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,428 | $268.6K | 0.02% | −678−13.3% | Reduced |
| First Hawaiian Bank | 4,435 | $269.0K | 0.04% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,445 | $269.6K | 0.02% | +4,445 | New |
| Baker Ellis Asset Management LLC | 4,450 | $269.9K | 0.03% | −80−1.8% | Reduced |
| Canopy Partners, LLC | 4,450 | $269.9K | 0.09% | +526+13.4% | Added |
| Fagan Associates, Inc. | 4,452 | $270.0K | 0.04% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 4,453 | $270.1K | 0.04% | +4,453 | New |
| Charter Capital Management, LLC | 4,461 | $270.5K | 0.14% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,471 | $271.2K | 0.08% | +83+1.9% | Added |
| Westbourne Investment Advisors, Inc. | 4,477 | $271.5K | 0.08% | +100+2.3% | Added |
| Winthrop Advisory Group LLC | 4,482 | $271.8K | 0.02% | +8+0.2% | Added |
| Diligent Investors, LLC | 4,498 | $272.8K | 0.07% | +200+4.7% | Added |
| Spirit of America Management Corp | 4,500 | $272.9K | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,500 | $272.9K | 0.04% | +221+5.2% | Added |
| First United Bank Trust | 4,508 | $273.4K | 0.09% | −233−4.9% | Reduced |
| Vistica Wealth Advisors, LLC | 4,521 | $274.2K | 0.27% | +4,521 | New |
| Oak Harbor Wealth Partners, LLC | 4,525 | $274.4K | 0.06% | −25−0.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,530 | $274.7K | 0.06% | −57−1.2% | Reduced |
| Element Wealth, LLC | 4,536 | $275.1K | 0.11% | +45+1.0% | Added |
| Wallace Advisory Group, LLC | 4,540 | $275.4K | 0.29% | −56−1.2% | Reduced |
| Waycross Partners, LLC | 4,557 | $276.4K | 0.03% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 4,557 | $276.4K | 0.18% | +20.0% | Added |
| Falcon Wealth Planning | 4,566 | $276.9K | 0.02% | −2,882−38.7% | Reduced |
| TCI Wealth Advisors, Inc. | 4,569 | $277.1K | 0.01% | −200−4.2% | Reduced |
| Peoples Bank | 4,569 | $277.1K | 0.17% | −500−9.9% | Reduced |
| Guardian Wealth Advisors, LLC | 4,589 | $278.3K | 0.02% | −268−5.5% | Reduced |
| Insigneo Advisory Services, LLC | 4,590 | $278.4K | 0.02% | −13,373−74.4% | Reduced |
| SOA Wealth Advisors, LLC. | 4,597 | $278.8K | 0.05% | −772−14.4% | Reduced |
| BIP Wealth, LLC | 4,600 | $279.0K | 0.01% | +717+18.5% | Added |
| Lathrop Investment Management Corp | 4,601 | $279.0K | 0.05% | −115−2.4% | Reduced |
| Diversified Management Inc | 4,602 | $279.1K | 0.05% | +4,602 | New |
| Armstrong Advisory Group, Inc | 4,610 | $279.6K | 0.02% | +8+0.2% | Added |
| Impact Capital Partners LLC | 4,610 | $279.6K | 0.08% | +247+5.7% | Added |
| Five Oceans Advisors | 4,620 | $280.2K | 0.10% | +725+18.6% | Added |
| SFMG, LLC | 4,624 | $280.5K | 0.02% | +825+21.7% | Added |
| Camelot Portfolios, LLC | 4,626 | $280.6K | 0.21% | −326−6.6% | Reduced |
| Moment Partners, LLC | 4,633 | $281.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 4,653 | $282.2K | 0.08% | −750−13.9% | Reduced |
| LGT Fund Management Co Ltd. | 4,672 | $283.4K | 0.01% | −3,172−40.4% | Reduced |
| Fund Advisors of America Inc | 4,680 | $283.8K | 0.29% | +4,680 | New |
| Ellis Investment Partners, LLC | 4,683 | $284.1K | 0.05% | +896+23.7% | Added |
| Certified Advisory Corp | 4,684 | $284.1K | 0.03% | +597+14.6% | Added |
| Frisch Financial Group, Inc. | 4,690 | $284.4K | 0.06% | +444+10.5% | Added |
| VeraBank, N.A. | 4,694 | $284.7K | 0.05% | −47−1.0% | Reduced |
| Wedgewood Investors Inc | 4,705 | $285.4K | 0.33% | −200−4.1% | Reduced |
| Good Harbor Advisors, Inc. | 4,711 | $285.7K | 0.31% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,719 | $286.0K | 0.04% | +503+11.9% | Added |
| Ofi Invest Asset Management | 5,442 | $286.5K | 0.00% | +897+19.7% | Added |
| FLC Capital Advisors | 4,726 | $286.6K | 0.05% | −4−0.1% | Reduced |
| Twin Lakes Capital Management, LLC | 4,731 | $286.9K | 0.13% | −300−6.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,753 | $287.0K | 0.09% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,744 | $287.7K | 0.12% | −32−0.7% | Reduced |
| Dearborn Partners LLC | 4,748 | $288.0K | 0.02% | +993+26.4% | Added |
| Tompkins Financial Corp | 4,758 | $288.6K | 0.02% | +66+1.4% | Added |
| Motco | 4,773 | $289.5K | 0.03% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,776 | $289.7K | 0.08% | 00.0% | Unchanged |
| Caitlin John, LLC | 4,779 | $289.9K | 0.17% | −624−11.5% | Reduced |
| Hickory Point Bank & Trust | 4,795 | $290.8K | 0.19% | +200+4.4% | Added |
| PCG Asset Management, LLC | 4,800 | $291.1K | 0.23% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,802 | $291.2K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,808 | $291.6K | 0.02% | +28+0.6% | Added |
| Evermay Wealth Management LLC | 4,813 | $291.9K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 4,824 | $292.6K | 0.22% | +792+19.6% | Added |
| PPS&V Asset Management Consultants, Inc. | 4,837 | $293.4K | 0.18% | +89+1.9% | Added |
| One Charles Private Wealth Services, LLC | 4,840 | $293.6K | 0.07% | −845−14.9% | Reduced |
| McAdam, LLC | 4,853 | $294.4K | 0.01% | −1,037−17.6% | Reduced |
| SCS Capital Management LLC | 4,855 | $294.4K | 0.00% | +131+2.8% | Added |
| Gould Asset Management LLC | 4,877 | $295.8K | 0.05% | +110+2.3% | Added |
| Capital Square, LLC | 5,050 | $296.5K | 0.14% | +38+0.8% | Added |