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 |
|---|---|---|---|---|---|
| Silverlake Wealth Management LLC | 6,409 | $388.7K | 0.08% | −390−5.7% | Reduced |
| Facet Wealth, Inc. | 6,418 | $389.3K | 0.01% | +6,418 | New |
| Moss Adams Wealth Advisors LLC | 6,426 | $389.8K | 0.03% | +849+15.2% | Added |
| WoodTrust Financial Corp | 6,426 | $390.0K | 0.05% | +506+8.5% | Added |
| Cornerstone Advisory, LLC | 6,436 | $390.3K | 0.04% | +319+5.2% | Added |
| FSB Premier Wealth Management, Inc. | 6,438 | $390.4K | 0.12% | +6,438 | New |
| Core Wealth Partners LLC | 6,439 | $390.5K | 0.18% | +14+0.2% | Added |
| McLaughlin Asset Management, Inc. | 6,440 | $390.6K | 0.37% | −4−0.1% | Reduced |
| Symmetry Partners, LLC | 6,448 | $391.1K | 0.02% | +487+8.2% | Added |
| Tilson Financial Group, Inc. | 6,450 | $391.2K | 0.12% | +101+1.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,450 | $391.2K | 0.13% | −1,515−19.0% | Reduced |
| Westside Investment Management, Inc. | 6,473 | $391.3K | 0.06% | −148−2.2% | Reduced |
| Eagle Bay Advisors LLC | 6,461 | $391.9K | 0.35% | +166+2.6% | Added |
| Basecamp Wealth Advisors LLC | 6,462 | $391.9K | 0.08% | +786+13.8% | Added |
| Trustco Bank Corp N Y | 6,471 | $392.5K | 0.35% | +350+5.7% | Added |
| Argyle Capital Partners, LLC | 6,482 | $393.1K | 0.28% | −3,317−33.9% | Reduced |
| Retirement Planning Group | 6,497 | $394.0K | 0.01% | +561+9.5% | Added |
| Ritter Daniher Financial Advisory LLC | 6,513 | $395.0K | 0.07% | −50−0.8% | Reduced |
| Sax Wealth Advisors, LLC | 7,346 | $396.3K | 0.02% | −137−1.8% | Reduced |
| McLean Asset Management Corp | 6,540 | $396.7K | 0.07% | +75+1.2% | Added |
| Heritage Trust Co | 6,545 | $397.0K | 0.04% | −356−5.2% | Reduced |
| Narus Financial Partners, LLC | 6,561 | $397.9K | 0.10% | −54−0.8% | Reduced |
| NWF Advisory Services Inc. | 6,565 | $398.2K | 0.04% | +161+2.5% | Added |
| RS Crum Inc. | 6,570 | $398.5K | 0.08% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,574 | $398.8K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,593 | $399.9K | 0.04% | +193+3.0% | Added |
| Fort Point Capital Partners LLC | 6,602 | $400.4K | 0.05% | +207+3.2% | Added |
| Old Mission Investment Co LLC | 6,611 | $401.0K | 0.09% | +510+8.4% | Added |
| TMB Capital Partners, LLC | 6,612 | $401.0K | 0.13% | +20+0.3% | Added |
| Laurel Wealth Advisors LLC | 7,150 | $401.5K | 0.04% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 6,621 | $401.6K | 0.09% | −677−9.3% | Reduced |
| Bridgewater Advisors Inc. | 7,288 | $401.8K | 0.02% | +126+1.8% | Added |
| Accurate Wealth Management, LLC | 6,888 | $403.8K | 0.05% | +541+8.5% | Added |
| Boston Research & Management Inc | 6,660 | $403.9K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,661 | $404.0K | 0.23% | 00.0% | Unchanged |
| Spire Wealth Management | 6,673 | $404.7K | 0.01% | −483−6.7% | Reduced |
| OneAscent Investment Solutions LLC | 6,677 | $405.0K | 0.41% | +80+1.2% | Added |
| Embree Financial Group | 6,682 | $405.3K | 0.05% | +6,682 | New |
| Roundview Capital LLC | 6,693 | $405.9K | 0.03% | −1,122−14.4% | Reduced |
| TownSquare Capital, LLC | 6,694 | $406.0K | 0.09% | +873+15.0% | Added |
| Wilkins Investment Counsel Inc | 6,700 | $406.4K | 0.06% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 6,720 | $407.6K | 0.02% | +1,327+24.6% | Added |
| Cambient Family Office, LLC | 6,726 | $407.9K | 0.06% | +260+4.0% | Added |
| Defiance ETFs, LLC | 6,726 | $407.9K | 0.01% | +6,726 | New |
| Valmark Advisers, Inc. | 6,730 | $408.2K | 0.00% | +56+0.8% | Added |
| CNB Bank | 6,746 | $409.1K | 0.17% | −113−1.6% | Reduced |
| Severin Investments, LLC | 6,754 | $409.6K | 0.35% | −92−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 6,768 | $410.5K | 0.05% | +6,768 | New |
| Valley Brook Capital Group | 6,770 | $410.6K | 0.28% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 6,808 | $412.9K | 0.11% | −191−2.7% | Reduced |
| King Wealth | 6,812 | $413.0K | 0.05% | −1,011−12.9% | Reduced |
| Alta Wealth Advisors LLC | 6,817 | $413.5K | 0.13% | −655−8.8% | Reduced |
| Farmers Trust Co | 6,820 | $413.6K | 0.06% | +325+5.0% | Added |
| Tradition Wealth Management, LLC | 6,833 | $414.4K | 0.03% | +2,222+48.2% | Added |
| Forteris Wealth Management Inc. | 6,860 | $416.1K | 0.40% | −4,840−41.4% | Reduced |
| IMA Wealth, Inc. | 6,874 | $416.9K | 0.04% | +13+0.2% | Added |
| Broadwater Capital Management LLC | 7,730 | $417.0K | 0.31% | 00.0% | Unchanged |
| Anchyra Partners LLC | 6,929 | $420.2K | 0.13% | +471+7.3% | Added |
| Arvest Investments, Inc. | 6,931 | $420.4K | 0.06% | −133−1.9% | Reduced |
| Storen Legacy Partners, LLC | 6,936 | $420.7K | 0.13% | +20.0% | Added |
| Main Street Research LLC | 6,942 | $421.0K | 0.02% | −7,678−52.5% | Reduced |
| LifeGoal Wealth Advisors | 6,824 | $421.2K | 0.24% | +6,824 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,000 | $424.6K | 0.22% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 7,001 | $424.6K | 0.22% | +80+1.2% | Added |
| PDS Planning, Inc | 7,016 | $425.5K | 0.03% | +464+7.1% | Added |
| Smith Chas P & Associates Pa Cpas | 7,023 | $425.9K | 0.02% | +1,322+23.2% | Added |
| Caldwell Sutter Capital, Inc. | 7,029 | $426.3K | 0.17% | +363+5.4% | Added |
| BankPlus Wealth Management LLC | 7,033 | $426.5K | 0.22% | −3,118−30.7% | Reduced |
| Bank of New Hampshire | 7,052 | $427.7K | 0.10% | +10+0.1% | Added |
| Alhambra Investment Partners LLC | 7,068 | $428.7K | 0.20% | −42−0.6% | Reduced |
| Picton Mahoney Asset Management | 7,074 | $429.0K | 0.00% | −61,607−89.7% | Reduced |
| Tamar Securities, LLC | 7,082 | $429.5K | 0.05% | −907−11.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,092 | $430.1K | 0.07% | +1,419+25.0% | Added |
| Duncan Williams Asset Management, LLC | 7,110 | $431.2K | 0.12% | −52−0.7% | Reduced |
| Innova Wealth Partners | 7,113 | $431.4K | 0.21% | +142+2.0% | Added |
| TBH Global Asset Management, LLC | 7,160 | $434.2K | 0.09% | −777−9.8% | Reduced |
| New South Capital Management Inc | 7,189 | $436.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 7,190 | $436.1K | 0.18% | −69−1.0% | Reduced |
| FourThought Financial Partners, LLC | 7,199 | $436.6K | 0.04% | −312−4.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,214 | $437.6K | 0.02% | −274−3.7% | Reduced |
| Albert D Mason Inc | 7,218 | $437.8K | 0.28% | −18−0.2% | Reduced |
| Vaughan David Investments LLC | 7,216 | $438.0K | 0.01% | +105+1.5% | Added |
| Saranac Partners Ltd | 7,181 | $438.2K | 0.19% | +375+5.5% | Added |
| Coastline Trust Co | 7,230 | $438.5K | 0.04% | −150−2.0% | Reduced |
| Empower Advisory Group, LLC | 7,240 | $439.1K | 0.00% | −51−0.7% | Reduced |
| Baader Bank INC | 7,452 | $439.5K | 0.04% | −3,630−32.8% | Reduced |
| First National Bank | 7,257 | $440.1K | 0.22% | −25−0.3% | Reduced |
| Causey Wealth LLC | 7,262 | $440.4K | 0.19% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 7,274 | $441.0K | 0.10% | +16+0.2% | Added |
| Seelaus Asset Management LLC | 7,271 | $441.0K | 0.32% | +193+2.7% | Added |
| NorthRock Partners, LLC | 7,276 | $441.3K | 0.01% | +968+15.3% | Added |
| Brandywine Oak Private Wealth LLC | 7,282 | $441.6K | 0.04% | −68−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,285 | $441.8K | 0.05% | −15,618−68.2% | Reduced |
| Headinvest, LLC | 7,286 | $441.9K | 0.09% | −1,862−20.4% | Reduced |
| Legacy Advisors, LLC | 7,329 | $444.5K | 0.05% | +46+0.6% | Added |
| Brooks, Moore & Associates, Inc. | 7,329 | $444.5K | 0.22% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 7,331 | $444.6K | 0.16% | +25+0.3% | Added |
| Stephenson National Bank & Trust | 7,353 | $446.0K | 0.13% | +138+1.9% | Added |
| PW Nova Financial Services LLC | 7,358 | $446.3K | 0.11% | +518+7.6% | Added |
| Marietta Wealth Management, LLC | 7,362 | $446.5K | 0.05% | +7,362 | New |