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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 4,893 | $296.8K | 0.02% | +120+2.5% | Added |
| Quantum Financial Advisors, LLC | 4,900 | $297.2K | 0.03% | +528+12.1% | Added |
| Z3 Capital Partners, LLC | 4,905 | $297.5K | 0.08% | 00.0% | Unchanged |
| CSM Advisors, LLC | 4,925 | $299.0K | 0.01% | 00.0% | Unchanged |
| River Street Advisors LLC | 4,945 | $299.9K | 0.10% | +4,945 | New |
| Magnus Financial Group LLC | 4,960 | $300.8K | 0.02% | −2,492−33.4% | Reduced |
| Portland Global Advisors LLC | 4,961 | $300.9K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 4,963 | $301.0K | 0.06% | +696+16.3% | Added |
| William B. Walkup & Associates, Inc. | 4,936 | $301.0K | 0.18% | −1,713−25.8% | Reduced |
| Cascade Investment Group, Inc. | 4,965 | $301.1K | 0.20% | −600−10.8% | Reduced |
| Hudock, Inc. | 4,984 | $302.3K | 0.04% | −251−4.8% | Reduced |
| Annex Advisory Services, LLC | 4,989 | $302.6K | 0.01% | +676+15.7% | Added |
| Fairvoy Private Wealth, LLC | 4,992 | $302.8K | 0.07% | −297−5.6% | Reduced |
| Morse Asset Management, Inc | 5,000 | $303.3K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,000 | $303.3K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 5,001 | $303.3K | 0.00% | −12−0.2% | Reduced |
| Finer Wealth Management, Inc. | 5,002 | $303.4K | 0.15% | −408−7.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,007 | $303.7K | 0.02% | 00.0% | Unchanged |
| Unified Investment Management | 5,020 | $304.5K | 0.31% | −122−2.4% | Reduced |
| Lifeworks Advisors, LLC | 5,039 | $305.6K | 0.04% | +64+1.3% | Added |
| Marble Wealth, LLC | 5,039 | $305.6K | 0.05% | −3,528−41.2% | Reduced |
| Signature Equity Partners, LLC | 5,039 | $305.6K | 0.16% | +3,655+264.1% | Added |
| Flagship Wealth Advisors, LLC | 6,608 | $305.9K | 0.13% | −626−8.7% | Reduced |
| CWC Advisors, LLC. | 5,049 | $306.2K | 0.15% | −40−0.8% | Reduced |
| CoreFirst Bank & Trust | 5,057 | $306.7K | 0.16% | 00.0% | Unchanged |
| MJP Associates Inc | 5,086 | $308.5K | 0.04% | +139+2.8% | Added |
| Paradigm Capital Management Inc | 5,100 | $309.3K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,110 | $309.9K | 0.01% | +5,110 | New |
| Bell Bank | 5,114 | $310.2K | 0.01% | +868+20.4% | Added |
| Sterneck Capital Management, LLC | 5,121 | $310.6K | 0.14% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 5,131 | $311.2K | 0.01% | +1,224+31.3% | Added |
| Sheets Smith Wealth Management | 5,132 | $311.3K | 0.04% | +3+0.1% | Added |
| Brave Asset Management Inc | 5,140 | $311.7K | 0.07% | +740+16.8% | Added |
| True North Advisors, LLC | 5,148 | $312.2K | 0.04% | +5,148 | New |
| NBC Securities, Inc. | 5,153 | $312.6K | 0.02% | +179+3.6% | Added |
| Patriot Investment Management Inc. | 5,155 | $312.7K | 0.02% | −449−8.0% | Reduced |
| LCNB Corp | 5,190 | $314.8K | 0.11% | +200+4.0% | Added |
| TSG Advice Partners, LLC | 5,194 | $315.0K | 0.05% | +5,194 | New |
| IVC Wealth Advisors LLC | 5,195 | $315.1K | 0.14% | −20.0% | Reduced |
| Intelligence Driven Advisers, LLC | 5,205 | $315.7K | 0.06% | +829+18.9% | Added |
| BCS Wealth Management | 5,222 | $316.7K | 0.06% | −5,220−50.0% | Reduced |
| Blue Fin Capital, Inc. | 5,245 | $318.1K | 0.05% | −1,611−23.5% | Reduced |
| Innovative Asset Advisors Group, LLC | 5,247 | $318.3K | 0.18% | +5,247 | New |
| Beacon Bridge Wealth Partners, LLC | 5,252 | $318.5K | 0.11% | +31+0.6% | Added |
| Peddock Capital Advisors, LLC | 5,262 | $319.2K | 0.07% | +10.0% | Added |
| Dash Acquisitions Inc. | 5,400 | $319.3K | 0.07% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 5,284 | $319.9K | 0.31% | +5,284 | New |
| JNBA Financial Advisors | 5,281 | $320.3K | 0.03% | −48−0.9% | Reduced |
| Tradewinds, LLC. | 5,504 | $320.5K | 0.10% | +37+0.7% | Added |
| Inscription Capital, LLC | 5,291 | $320.9K | 0.03% | +54+1.0% | Added |
| One Capital Management, LLC | 5,291 | $320.9K | 0.01% | +5,291 | New |
| Evergreen Wealth Solutions, LLC | 5,292 | $321.0K | 0.02% | +5,292 | New |
| Perennial Investment Advisors, LLC | 5,295 | $321.2K | 0.03% | +269+5.4% | Added |
| Roof Eidam & Maycock | 5,300 | $321.4K | 0.07% | 00.0% | Unchanged |
| Tudor Financial Inc. | 5,306 | $321.8K | 0.16% | +14+0.3% | Added |
| Linscomb & Williams, Inc. | 5,325 | $323.0K | 0.01% | +5,325 | New |
| Crescent Grove Advisors, LLC | 5,330 | $323.3K | 0.03% | +500+10.4% | Added |
| PFG Advisors | 5,331 | $323.3K | 0.02% | −96−1.8% | Reduced |
| Evelyn Partners Investment Management LLP | 5,339 | $323.8K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5,343 | $324.1K | 0.17% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,343 | $324.1K | 0.04% | 00.0% | Unchanged |
| Cogent Strategic Wealth LLC | 5,348 | $324.4K | 0.33% | +1,679+45.8% | Added |
| WBH Advisory Inc | 5,257 | $324.5K | 0.02% | +850+19.3% | Added |
| Solitude Financial Services | 5,610 | $324.8K | 0.10% | −300−5.1% | Reduced |
| PCM Encore, LLC | 5,363 | $325.3K | 0.07% | +569+11.9% | Added |
| Reuter James Wealth Management, LLC | 5,383 | $326.5K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,388 | $326.8K | 0.11% | +604+12.6% | Added |
| Zuckerman Investment Group, LLC | 5,390 | $326.9K | 0.03% | −10,000−65.0% | Reduced |
| First Bank & Trust | 5,390 | $326.9K | 0.05% | −658−10.9% | Reduced |
| MTM Financial Group, LLC | 5,390 | $326.9K | 0.15% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,396 | $327.3K | 0.04% | +226+4.4% | Added |
| EPG Wealth Management LLC | 5,396 | $327.3K | 0.09% | −50−0.9% | Reduced |
| Chesley Taft & Associates LLC | 5,399 | $327.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,400 | $327.5K | 0.05% | −363−6.3% | Reduced |
| Howe & Rusling Inc | 5,409 | $328.1K | 0.02% | −80−1.5% | Reduced |
| First Interstate Bank | 5,419 | $328.7K | 0.02% | −3,018−35.8% | Reduced |
| Columbia Asset Management | 5,425 | $329.0K | 0.06% | +260+5.0% | Added |
| Patton Albertson Miller Group, LLC | 5,426 | $329.1K | 0.04% | −65−1.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 5,431 | $329.4K | 0.12% | −426−7.3% | Reduced |
| WSFS Capital Management, LLC | 5,434 | $329.6K | 0.02% | +220+4.2% | Added |
| Focused Wealth Management, Inc | 5,443 | $330.1K | 0.03% | +1,385+34.1% | Added |
| Lynx Investment Advisory | 5,473 | $332.0K | 0.16% | +5,473 | New |
| Marex Group plc | 5,477 | $332.2K | 0.00% | −1,382−20.1% | Reduced |
| PKS Advisory Services, LLC | 5,504 | $333.8K | 0.08% | +24+0.4% | Added |
| BlueSky Wealth Advisors, LLC | 5,506 | $333.9K | 0.04% | +5,506 | New |
| Abacus Planning Group, Inc. | 5,508 | $334.0K | 0.04% | −224−3.9% | Reduced |
| LRI Investments, LLC | 5,512 | $334.3K | 0.03% | +1,199+27.8% | Added |
| Intesa Sanpaolo S.p.A. | 5,519 | $334.7K | 0.02% | −500−8.3% | Reduced |
| Greenwich Wealth Management LLC | 5,516 | $335.0K | 0.01% | −453−7.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,524 | $335.0K | 0.08% | −291−5.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,525 | $335.1K | 0.03% | +1,485+36.8% | Added |
| BCJ Capital Management, LLC | 5,527 | $335.2K | 0.02% | −481−8.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,527 | $335.2K | 0.12% | +187+3.5% | Added |
| Walter & Keenan Financial Consulting Co | 5,528 | $335.3K | 0.09% | −488−8.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,529 | $335.3K | 0.15% | −50−0.9% | Reduced |
| Curated Wealth Partners LLC | 5,532 | $335.5K | 0.04% | +5,532 | New |
| Whalerock Point Partners, LLC | 5,534 | $335.6K | 0.06% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,550 | $336.6K | 0.33% | −800−12.6% | Reduced |
| Zhang Financial LLC | 5,576 | $338.2K | 0.01% | −74−1.3% | Reduced |
| JB Capital LLC | 5,588 | $338.9K | 0.01% | −28−0.5% | Reduced |