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 |
|---|---|---|---|---|---|
| Foundation Resource Management Inc | 165,854 | $10.1M | 1.13% | +10,014+6.4% | Added |
| Scotia Capital Inc. | 164,026 | $9.95M | 0.04% | −150,057−47.8% | Reduced |
| Northern Oak Wealth Management Inc | 163,607 | $9.92M | 1.24% | +3,065+1.9% | Added |
| Sienna Gestion | 164,188 | $9.88M | 0.65% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 162,852 | $9.88M | 0.08% | +26,203+19.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 161,573 | $9.79M | 0.05% | +18,733+13.1% | Added |
| Atlantic Union Bankshares Corp | 160,996 | $9.76M | 0.19% | −84,692−34.5% | Reduced |
| Hennessy Advisors Inc | 160,400 | $9.73M | 0.35% | +69,700+76.8% | Added |
| Rafferty Asset Management, LLC | 159,809 | $9.69M | 0.04% | −63,934−28.6% | Reduced |
| Keystone Financial Planning, Inc. | 159,523 | $9.68M | 2.58% | 00.0% | Unchanged |
| Brookstone Capital Management | 159,186 | $9.65M | 0.11% | +35,588+28.8% | Added |
| Loomis Sayles & Co L P | 158,632 | $9.62M | 0.01% | −64,612−28.9% | Reduced |
| UniSuper Management Pty Ltd | 158,169 | $9.59M | 0.06% | −3,145−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 157,160 | $9.53M | 0.21% | +56,073+55.5% | Added |
| Goelzer Investment Management, Inc. | 156,664 | $9.50M | 0.46% | +28,707+22.4% | Added |
| Omers Administration Corp | 155,447 | $9.43M | 0.06% | +30,934+24.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 155,446 | $9.43M | 0.18% | +155,446 | New |
| Tema ETFs LLC | 154,597 | $9.38M | 0.63% | +26,838+21.0% | Added |
| Edgestream Partners, L.P. | 154,427 | $9.37M | 0.31% | +154,427 | New |
| Ashton Thomas Private Wealth, LLC | 153,986 | $9.34M | 0.22% | +22,995+17.6% | Added |
| Algert Global LLC | 152,200 | $9.23M | 0.14% | −5,919−3.7% | Reduced |
| Clearstead Advisors, LLC | 151,329 | $9.18M | 0.08% | +25,436+20.2% | Added |
| Schonfeld Strategic Advisors LLC | 155,418 | $9.11M | 0.07% | −252,821−61.9% | Reduced |
| Shelton Capital Management | 147,026 | $8.92M | 0.20% | −85,567−36.8% | Reduced |
| Assetmark, Inc | 144,837 | $8.78M | 0.02% | −24,825−14.6% | Reduced |
| John G Ullman & Associates Inc | 144,565 | $8.77M | 1.16% | −5,375−3.6% | Reduced |
| Aptus Capital Advisors, LLC | 143,031 | $8.67M | 0.07% | +77,138+117.1% | Added |
| Skylands Capital, LLC | 141,400 | $8.58M | 1.12% | −1,080−0.8% | Reduced |
| SummitTX Capital, L.P. | 139,670 | $8.47M | 0.27% | +89,097+176.2% | Added |
| Brighton Jones LLC | 139,568 | $8.46M | 0.19% | +29,028+26.3% | Added |
| HGK Asset Management Inc | 138,879 | $8.42M | 1.23% | −29,888−17.7% | Reduced |
| Gibraltar Capital Management, Inc. | 138,627 | $8.41M | 1.45% | +11,853+9.3% | Added |
| Argent Trust Co | 137,984 | $8.37M | 0.28% | +88,280+177.6% | Added |
| Heritage Investors Management Corp | 136,843 | $8.30M | 0.25% | −1,609−1.2% | Reduced |
| Convergence Investment Partners, LLC | 136,384 | $8.27M | 1.35% | +24,312+21.7% | Added |
| iA Global Asset Management Inc. | 136,154 | $8.26M | 0.12% | −18,677−12.1% | Reduced |
| Jefferies Financial Group Inc. | 135,235 | $8.20M | 0.10% | −370,538−73.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 132,812 | $8.06M | 0.47% | −5,209−3.8% | Reduced |
| Fiduciary Trust Co | 132,668 | $8.05M | 0.10% | −1,671−1.2% | Reduced |
| Oak Associates, Ltd | 131,790 | $7.99M | 0.54% | +131,790 | New |
| Benjamin Edwards Inc | 130,217 | $7.90M | 0.08% | +15,011+13.0% | Added |
| Inspire Trust Co, N.A. | 130,000 | $7.88M | 1.22% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 129,588 | $7.86M | 0.10% | +3,504+2.8% | Added |
| Davenport & Co LLC | 129,140 | $7.83M | 0.04% | −13,749−9.6% | Reduced |
| Norinchukin Bank, The | 127,822 | $7.75M | 0.09% | +230+0.2% | Added |
| Bourne Lent Asset Management Inc | 127,816 | $7.75M | 2.85% | −200−0.2% | Reduced |
| American Assets Investment Management, LLC | 127,000 | $7.70M | 0.52% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 126,549 | $7.68M | 0.92% | −16,300−11.4% | Reduced |
| First Manhattan Co | 124,970 | $7.58M | 0.02% | +35,505+39.7% | Added |
| Bartlett & Co. Wealth Management LLC | 131,654 | $7.55M | 0.10% | −2,948−2.2% | Reduced |
| Principal Street Partners, LLC | 124,527 | $7.55M | 1.23% | −314−0.3% | Reduced |
| Atom Investors LP | 124,525 | $7.55M | 0.54% | +124,525 | New |
| Regions Financial Corp | 124,432 | $7.55M | 0.05% | −4,510−3.5% | Reduced |
| 1832 Asset Management L.P. | 124,314 | $7.54M | 0.01% | −40,453−24.6% | Reduced |
| Milestone Asset Management, LLC | 123,709 | $7.50M | 1.38% | +81,984+196.5% | Added |
| Adams Asset Advisors, LLC | 123,294 | $7.48M | 0.84% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 123,114 | $7.47M | 0.18% | −25,116−16.9% | Reduced |
| Belpointe Asset Management LLC | 122,768 | $7.45M | 0.27% | +3,132+2.6% | Added |
| Buckingham Strategic Partners | 122,407 | $7.42M | 0.07% | −11,900−8.9% | Reduced |
| Ellsworth Advisors, LLC | 121,697 | $7.38M | 1.39% | +5,782+5.0% | Added |
| WealthTrust Axiom LLC | 121,471 | $7.37M | 1.81% | +109+0.1% | Added |
| Azimuth Capital Investment Management LLC | 120,157 | $7.29M | 0.27% | +2,390+2.0% | Added |
| Equitable Holdings, Inc. | 132,433 | $7.27M | 0.05% | +25,783+24.2% | Added |
| Kentucky Retirement Systems | 135,941 | $7.22M | 0.54% | +7,988+6.2% | Added |
| BNP Paribas | 118,501 | $7.20M | 0.23% | +39,456+49.9% | Added |
| Balyasny Asset Management LLC | 118,697 | $7.20M | 0.01% | −1,222,647−91.2% | Reduced |
| CAPROCK Group, Inc. | 118,132 | $7.16M | 0.17% | +41,997+55.2% | Added |
| Lido Advisors, LLC | 117,866 | $7.15M | 0.03% | −9,477−7.4% | Reduced |
| Pinnacle Associates Ltd | 117,746 | $7.14M | 0.09% | −324−0.3% | Reduced |
| Camden Capital, LLC | 117,082 | $7.10M | 0.47% | −3,173−2.6% | Reduced |
| Midwest Trust Co | 116,266 | $7.05M | 0.09% | −4,106−3.4% | Reduced |
| Kinneret Advisory, LLC | 116,111 | $7.04M | 0.67% | −5,148−4.2% | Reduced |
| Telos Capital Management, Inc. | 116,088 | $7.04M | 0.67% | +66+0.1% | Added |
| Hartford Investment Management Co | 116,041 | $7.04M | 0.22% | −1,579−1.3% | Reduced |
| Farther Finance Advisors, LLC | 113,941 | $7.03M | 0.07% | +35,658+45.6% | Added |
| Kingsview Wealth Management, LLC | 115,068 | $6.98M | 0.10% | +69,258+151.2% | Added |
| Bollard Group LLC | 115,000 | $6.97M | 0.21% | −11,294−8.9% | Reduced |
| Phoenix Holdings Ltd. | 114,254 | $6.93M | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 113,942 | $6.91M | 0.10% | +4,529+4.1% | Added |
| Davy Global Fund Management Ltd | 113,310 | $6.87M | 0.52% | +18,200+19.1% | Added |
| Banque Cantonale Vaudoise | 113,102 | $6.86M | 0.26% | +10,555+10.3% | Added |
| Diversified Trust Co | 112,827 | $6.84M | 0.13% | −13,509−10.7% | Reduced |
| Leonteq Securities AG | 112,665 | $6.83M | 0.41% | +51,831+85.2% | Added |
| Abn Amro Investment Solutions | 112,131 | $6.80M | 0.09% | +13,812+14.0% | Added |
| Miracle Mile Advisors, LLC | 111,818 | $6.78M | 0.09% | −60−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 111,105 | $6.74M | 0.23% | −12,956−10.4% | Reduced |
| Wright Investors Service Inc | 110,716 | $6.71M | 2.11% | +6,146+5.9% | Added |
| Resources Investment Advisors, LLC. | 110,714 | $6.71M | 0.07% | −2,059−1.8% | Reduced |
| ExodusPoint Capital Management, LP | 110,185 | $6.68M | 0.07% | −170,049−60.7% | Reduced |
| Cinctive Capital Management LP | 110,079 | $6.68M | 0.44% | +110,079 | New |
| HB Wealth Management, LLC | 109,993 | $6.67M | 0.04% | +22,867+26.2% | Added |
| Ritholtz Wealth Management | 109,659 | $6.65M | 0.12% | +47,082+75.2% | Added |
| McDonald Partners LLC | 109,389 | $6.63M | 1.56% | +83,160+317.1% | Added |
| Hudson Capital Management LLC | 109,121 | $6.62M | 1.71% | +6,169+6.0% | Added |
| Bryn Mawr Trust Co | 107,131 | $6.50M | 0.15% | −4,045−3.6% | Reduced |
| Quantbot Technologies LP | 105,457 | $6.40M | 0.26% | +99,914+1,802.5% | Added |
| Promethos Capital, LLC | 105,346 | $6.39M | 1.72% | −6,410−5.7% | Reduced |
| Thompson Investment Management, Inc. | 105,214 | $6.38M | 0.83% | −281−0.3% | Reduced |
| Central Trust Co | 105,155 | $6.38M | 0.13% | −1,085−1.0% | Reduced |
| Close Asset Management Ltd | 105,158 | $6.38M | 0.17% | −3,040−2.8% | Reduced |