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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 5,595 | $339.3K | 0.02% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 5,595 | $339.4K | 0.03% | −675−10.8% | Reduced |
| Private Wealth Partners, LLC | 5,600 | $339.6K | 0.03% | 00.0% | Unchanged |
| Miramontes Capital, LLC | 5,600 | $339.7K | 0.12% | −20.0% | Reduced |
| First American Trust, FSB | 5,607 | $340.0K | 0.02% | −215−3.7% | Reduced |
| Cravens & Co Advisors, LLC | 5,611 | $340.3K | 0.22% | +120+2.2% | Added |
| Syverson Strege & Co | 5,613 | $340.4K | 0.08% | +674+13.6% | Added |
| Ferguson Shapiro LLC | 5,629 | $341.4K | 0.10% | +10+0.2% | Added |
| Advisors Management Group Inc | 5,650 | $342.0K | 0.06% | −1,457−20.5% | Reduced |
| MKT Advisors LLC | 5,938 | $342.4K | 0.11% | −695−10.5% | Reduced |
| Optas, LLC | 5,653 | $342.9K | 0.05% | +770+15.8% | Added |
| Trilogy Capital Inc. | 5,654 | $342.9K | 0.02% | −262−4.4% | Reduced |
| Mather Group, LLC. | 5,659 | $343.2K | 0.00% | +889+18.6% | Added |
| O'Brien Greene & Co. Inc | 5,660 | $343.3K | 0.10% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,668 | $343.7K | 0.02% | −3,286−36.7% | Reduced |
| LMCG Investments, LLC | 5,673 | $344.1K | 0.02% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 5,685 | $344.8K | 0.25% | −5,299−48.2% | Reduced |
| Onefund, LLC | 5,596 | $345.2K | 0.22% | −262−4.5% | Reduced |
| Northwest Bancshares, Inc. | 5,700 | $345.7K | 0.07% | −25−0.4% | Reduced |
| Shufro Rose & Co LLC | 5,700 | $345.7K | 0.02% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 5,711 | $346.4K | 0.03% | +5,711 | New |
| American Trust | 5,713 | $346.5K | 0.03% | +5,713 | New |
| Patton Fund Management, Inc. | 5,720 | $346.9K | 0.06% | +5,720 | New |
| Pacitti Group Inc. | 5,726 | $347.3K | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 5,730 | $348.0K | 0.10% | +5,730 | New |
| Millstone Evans Group, LLC | 5,743 | $348.3K | 0.21% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,753 | $348.9K | 0.04% | +108+1.9% | Added |
| River Wealth Advisors LLC | 5,758 | $349.2K | 0.04% | +13+0.2% | Added |
| Amussen Hunsaker Associates LLC | 5,760 | $349.3K | 0.04% | −31−0.5% | Reduced |
| Wealth Architects, LLC | 5,761 | $349.4K | 0.03% | −75−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,773 | $350.1K | 0.01% | −2,031−26.0% | Reduced |
| Midland Wealth Advisors LLC | 5,774 | $350.2K | 0.02% | −952−14.2% | Reduced |
| Birch Hill Investment Advisors LLC | 5,782 | $350.7K | 0.02% | 00.0% | Unchanged |
| Range Advisory, LLC | 5,786 | $350.9K | 0.07% | +5,786 | New |
| Bedel Financial Consulting, Inc. | 5,800 | $351.8K | 0.04% | +10+0.2% | Added |
| Van Diest Capital, LLC | 5,808 | $352.2K | 0.28% | +5,808 | New |
| LexAurum Advisors, LLC | 5,811 | $352.5K | 0.05% | +5,811 | New |
| Capital Investment Counsel, Inc | 5,813 | $352.6K | 0.04% | +894+18.2% | Added |
| Bailard, Inc. | 5,824 | $353.2K | 0.01% | +100+1.7% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 5,828 | $353.5K | 0.31% | +826+16.5% | Added |
| Vista Investment Partners LLC | 5,841 | $354.3K | 0.09% | +14+0.2% | Added |
| Haven Private, LLC | 5,848 | $354.7K | 0.15% | +510+9.6% | Added |
| Wealthquest Corp | 5,871 | $356.1K | 0.03% | +111+1.9% | Added |
| SHP Wealth Management | 5,873 | $356.2K | 0.03% | +90+1.6% | Added |
| Silvant Capital Management LLC | 5,887 | $357.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,915 | $357.8K | 0.02% | −4,548−43.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,909 | $358.4K | 0.06% | +2,075+54.1% | Added |
| OneAscent Wealth Management LLC | 5,910 | $358.4K | 0.12% | −181−3.0% | Reduced |
| Vista Private Wealth Partners. LLC | 6,400 | $359.4K | 0.12% | −500−7.2% | Reduced |
| Pioneer Trust Bank N A | 5,930 | $359.7K | 0.09% | +5,930 | New |
| Main Street Financial Solutions, LLC | 5,940 | $360.3K | 0.03% | +1,713+40.5% | Added |
| ETF Store, Inc. | 5,955 | $361.2K | 0.35% | +42+0.7% | Added |
| Haven Capital Group, Inc. | 5,958 | $361.4K | 0.34% | −65−1.1% | Reduced |
| Boltwood Capital Management | 5,965 | $361.8K | 0.09% | +760+14.6% | Added |
| Mitchell Sinkler & Starr | 5,970 | $362.1K | 0.17% | −1,160−16.3% | Reduced |
| Ifrah Financial Services, Inc. | 5,980 | $362.7K | 0.10% | −189−3.1% | Reduced |
| Trace Wealth Advisors, LLC | 6,000 | $363.9K | 0.27% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,000 | $364.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 6,023 | $365.3K | 0.05% | −4,918−45.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,032 | $365.8K | 0.07% | +1,426+31.0% | Added |
| Ironwood Investment Management LLC | 6,047 | $366.8K | 0.15% | 00.0% | Unchanged |
| Income Insurance Ltd | 6,049 | $366.9K | 0.25% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,059 | $367.5K | 0.05% | −50−0.8% | Reduced |
| Venturi Wealth Management, LLC | 6,072 | $368.2K | 0.02% | +697+13.0% | Added |
| Jim Saulnier & Associates, LLC | 6,076 | $368.5K | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,082 | $368.9K | 0.02% | −983−13.9% | Reduced |
| Alessandra Capital Management, LLC | 6,100 | $370.0K | 0.32% | +6,100 | New |
| GTS Securities LLC | 6,135 | $372.1K | 0.01% | −13,152−68.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,148 | $372.9K | 0.17% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 6,151 | $373.0K | 0.02% | +59+1.0% | Added |
| DRW Securities, LLC | 6,331 | $373.5K | 0.02% | −1,376−17.9% | Reduced |
| Palacios Wealth Management, LLC | 6,167 | $373.7K | 0.23% | +96+1.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,161 | $373.7K | 1.68% | +26+0.4% | Added |
| Estate Planners Group, LLC | 6,174 | $374.5K | 0.18% | +66+1.1% | Added |
| Keating Investment Counselors Inc | 6,182 | $374.9K | 0.09% | −655−9.6% | Reduced |
| Empire Financial Management Company, LLC | 6,190 | $375.5K | 0.08% | 00.0% | Unchanged |
| Salzhauer Michael | 11,853 | $375.7K | 0.18% | +5,800+95.8% | Added |
| Crescent Sterling, Ltd. | 6,200 | $376.0K | 0.36% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,204 | $376.3K | 0.25% | 00.0% | Unchanged |
| Rexford Capital Inc | 6,206 | $376.4K | 0.27% | +205+3.4% | Added |
| Gradient Investments LLC | 6,221 | $377.3K | 0.01% | −15−0.2% | Reduced |
| J. Team Financial, Inc. | 6,230 | $377.9K | 0.42% | −833−11.8% | Reduced |
| MBA Advisors LLC | 6,233 | $378.0K | 0.15% | +215+3.6% | Added |
| Penbrook Management LLC | 6,250 | $379.1K | 0.29% | 00.0% | Unchanged |
| Professional Financial Solutions LLC | 6,260 | $379.7K | 0.34% | +58+0.9% | Added |
| Mainsail Asset Management, LLC | 6,269 | $380.2K | 0.17% | +58+0.9% | Added |
| Atalanta Sosnoff Capital, LLC | 6,272 | $380.4K | 0.01% | −43−0.7% | Reduced |
| Diversify Advisory Services, LLC | 6,608 | $380.6K | 0.06% | −5,676−46.2% | Reduced |
| Grace & White Inc | 6,293 | $381.7K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,301 | $382.2K | 0.05% | −9−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,318 | $383.2K | 0.10% | +736+13.2% | Added |
| Todd Asset Management LLC | 6,350 | $385.1K | 0.01% | +63+1.0% | Added |
| GHP Investment Advisors, Inc. | 6,352 | $385.2K | 0.02% | −1,122−15.0% | Reduced |
| Home Federal Bank of Tennessee | 6,359 | $385.7K | 0.10% | +6,359 | New |
| Cozad Asset Management Inc | 6,363 | $385.9K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,368 | $386.2K | 0.12% | −100−1.5% | Reduced |
| Kapstone Financial Advisors LLC | 6,375 | $386.7K | 0.19% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6,394 | $387.8K | 0.11% | +15+0.2% | Added |
| Post Resch Tallon Group Inc. | 6,284 | $388.1K | 0.31% | +239+4.0% | Added |
| Northeast Investment Management | 6,407 | $388.6K | 0.02% | +232+3.8% | Added |