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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 73,334 | $4.45M | 0.25% | −1,324−1.8% | Reduced |
| Asset One Wealth Management LLC | 74,866 | $4.45M | 0.49% | +1,954+2.7% | Added |
| SRS Capital Advisors, Inc. | 73,108 | $4.43M | 0.13% | +25,210+52.6% | Added |
| Round Hill Asset Management | 72,431 | $4.39M | 2.88% | −752−1.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 72,334 | $4.39M | 1.45% | −140−0.2% | Reduced |
| EP Wealth Advisors, LLC | 72,193 | $4.38M | 0.02% | −1,017−1.4% | Reduced |
| Commonwealth Retirement Investments LLC | 72,135 | $4.37M | 1.36% | +4,253+6.3% | Added |
| Perigon Wealth Management, LLC | 72,004 | $4.37M | 0.08% | −666−0.9% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 80,609 | $4.35M | 1.84% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 71,314 | $4.33M | 0.06% | +16,548+30.2% | Added |
| Argyle Capital Management Inc. | 71,227 | $4.32M | 1.40% | −735−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 70,824 | $4.30M | 0.15% | +3,151+4.7% | Added |
| Chemung Canal Trust Co | 70,756 | $4.29M | 0.87% | +29,413+71.1% | Added |
| Partners Capital Investment Group, LLP | 70,708 | $4.29M | 0.16% | −8,264−10.5% | Reduced |
| Bessemer Group Inc | 70,632 | $4.28M | 0.01% | +11,584+19.6% | Added |
| Empirical Finance, LLC | 70,485 | $4.27M | 0.20% | −150−0.2% | Reduced |
| Aprio Wealth Management, LLC | 70,473 | $4.27M | 0.23% | +18,819+36.4% | Added |
| Wedbush Securities Inc | 70,050 | $4.25M | 0.12% | +2,990+4.5% | Added |
| Continental Advisors LLC | 69,754 | $4.23M | 2.62% | −5,000−6.7% | Reduced |
| E. Ohman J:or Asset Management AB | 69,612 | $4.22M | 0.11% | −1,500−2.1% | Reduced |
| Miller Value Partners, LLC | 69,500 | $4.22M | 1.10% | −38,500−35.6% | Reduced |
| Counterpoint Mutual Funds LLC | 69,463 | $4.21M | 0.63% | +64,010+1,173.8% | Added |
| Adviser Investments LLC | 69,309 | $4.20M | 0.05% | +3,199+4.8% | Added |
| Benedict Financial Advisors Inc | 69,186 | $4.20M | 0.87% | +549+0.8% | Added |
| Sowell Financial Services LLC | 68,394 | $4.15M | 0.15% | +2,289+3.5% | Added |
| Krilogy Financial LLC | 70,047 | $4.13M | 0.13% | −3,421−4.7% | Reduced |
| Moors & Cabot, Inc. | 67,840 | $4.11M | 0.18% | −7,360−9.8% | Reduced |
| Gladstone Institutional Advisory LLC | 67,544 | $4.10M | 0.15% | −22,632−25.1% | Reduced |
| Silvercrest Asset Management Group LLC | 67,496 | $4.09M | 0.03% | −36,653−35.2% | Reduced |
| Avantax Planning Partners, Inc. | 67,047 | $4.07M | 0.11% | −7,501−10.1% | Reduced |
| Leibman Financial Services, Inc. | 66,907 | $4.06M | 2.98% | +66,907 | New |
| West Michigan Advisors, LLC | 66,662 | $4.04M | 0.89% | +66,662 | New |
| Leo Wealth, LLC | 65,938 | $4.00M | 0.29% | +13,804+26.5% | Added |
| IHT Wealth Management, LLC | 65,932 | $4.00M | 0.09% | +16,749+34.1% | Added |
| Jacobi Capital Management LLC | 65,891 | $4.00M | 0.22% | −494−0.7% | Reduced |
| KCM Capital Inc | 65,800 | $3.99M | 0.75% | +65,800 | New |
| Northwestern Mutual Investment Management Company, LLC | 65,162 | $3.95M | 0.06% | +116+0.2% | Added |
| Next Level Private LLC | 65,154 | $3.95M | 0.89% | +3,927+6.4% | Added |
| Donaldson Capital Management, LLC | 65,027 | $3.94M | 0.13% | +3,905+6.4% | Added |
| Marietta Investment Partners LLC | 64,992 | $3.94M | 0.79% | +10,430+19.1% | Added |
| Brinker Capital Investments, LLC | 64,960 | $3.94M | 0.03% | −4,030−5.8% | Reduced |
| Tufton Capital Management | 64,370 | $3.90M | 0.71% | −458−0.7% | Reduced |
| Romano Brothers and Company | 64,300 | $3.90M | 0.44% | +100.0% | Added |
| Vise Technologies, Inc. | 72,138 | $3.89M | 0.08% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 64,152 | $3.89M | 0.04% | −31,655−33.0% | Reduced |
| Assenagon Asset Management S.A. | 63,683 | $3.86M | 0.01% | −971−1.5% | Reduced |
| Kerusso Capital Management LLC | 63,042 | $3.82M | 1.91% | −4,485−6.6% | Reduced |
| Royal Fund Management, LLC | 62,903 | $3.82M | 0.37% | +2,436+4.0% | Added |
| Tobam | 62,896 | $3.81M | 0.99% | −31,028−33.0% | Reduced |
| Perpetual Ltd | 62,815 | $3.81M | 0.06% | −3,926−5.9% | Reduced |
| Savvy Advisors, Inc. | 62,527 | $3.79M | 0.10% | +5,357+9.4% | Added |
| Principal Securities, Inc. | 62,512 | $3.79M | 0.06% | +5,585+9.8% | Added |
| Chicago Partners Investment Group LLC | 64,146 | $3.77M | 0.08% | +20,249+46.1% | Added |
| Griffin Asset Management, Inc. | 61,718 | $3.74M | 0.42% | −6,730−9.8% | Reduced |
| Kendall Capital Management | 61,555 | $3.73M | 0.77% | +4,770+8.4% | Added |
| North Dakota State Investment Board | 61,512 | $3.73M | 0.16% | −10,967−15.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 61,430 | $3.73M | 0.19% | −9,581−13.5% | Reduced |
| Bull Harbor Capital LLC | 61,320 | $3.72M | 1.00% | +61,320 | New |
| Jackson Square Capital, LLC | 61,310 | $3.72M | 0.78% | +61,310 | New |
| Farmers & Merchants Investments Inc | 61,092 | $3.71M | 0.10% | +1,304+2.2% | Added |
| Sippican Capital Advisors | 60,689 | $3.68M | 2.52% | −1,363−2.2% | Reduced |
| Morningstar Investment Management LLC | 60,529 | $3.67M | 0.23% | +2,750+4.8% | Added |
| American Financial Group Inc | 60,000 | $3.64M | 1.35% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 59,911 | $3.63M | 0.06% | −4,560−7.1% | Reduced |
| Boston Private Wealth LLC | 59,578 | $3.61M | 0.24% | −2,417−3.9% | Reduced |
| Wesleyan Assurance Society | 59,492 | $3.61M | 0.21% | 00.0% | Unchanged |
| Truvestments Capital LLC | 59,220 | $3.59M | 0.65% | +1,239+2.1% | Added |
| Rothschild Investment LLC | 58,892 | $3.57M | 0.19% | +10,326+21.3% | Added |
| Integras Partners LLC | 58,584 | $3.55M | 2.33% | −756−1.3% | Reduced |
| Four Tree Island Advisory LLC | 58,337 | $3.54M | 1.79% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 58,091 | $3.52M | 0.49% | +457+0.8% | Added |
| Carolina Wealth Advisors, LLC | 57,182 | $3.47M | 1.44% | +55,932+4,474.6% | Added |
| Coastal Bridge Advisors, LLC | 56,811 | $3.45M | 0.24% | +13,551+31.3% | Added |
| NBT Bank N A | 56,481 | $3.43M | 0.22% | −1,055−1.8% | Reduced |
| MUFG Securities Americas Inc. | 56,350 | $3.42M | 0.22% | +1,506+2.7% | Added |
| CenterBook Partners LP | 56,340 | $3.42M | 0.18% | +56,340 | New |
| Greater Midwest Financial Group, LLC | 56,148 | $3.41M | 1.83% | +56,148 | New |
| Whittier Trust Co | 57,283 | $3.40M | 0.04% | +1,377+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 55,904 | $3.39M | 0.06% | +43,750+360.0% | Added |
| GF Fund Management Co. Ltd. | 55,513 | $3.37M | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 55,246 | $3.35M | 0.13% | −110−0.2% | Reduced |
| Meridian Wealth Management, LLC | 55,134 | $3.34M | 0.12% | +3,448+6.7% | Added |
| Associated Banc-Corp | 55,053 | $3.34M | 0.09% | −1,857−3.3% | Reduced |
| Capital International Ltd | 54,885 | $3.33M | 0.12% | 00.0% | Unchanged |
| National Asset Management, Inc. | 55,695 | $3.33M | 0.21% | −2,604−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 54,684 | $3.32M | 0.10% | −629−1.1% | Reduced |
| Boothbay Fund Management, LLC | 54,567 | $3.31M | 0.08% | +47,450+666.7% | Added |
| Transcend Wealth Collective, LLC | 54,309 | $3.29M | 0.26% | −2,348−4.1% | Reduced |
| Bonness Enterprises Inc | 54,300 | $3.29M | 1.21% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 54,162 | $3.28M | 1.70% | +54,162 | New |
| Squarepoint Ops LLC | 54,134 | $3.28M | 0.01% | −435,340−88.9% | Reduced |
| Ostrum Asset Management | 54,098 | $3.28M | 0.18% | −204−0.4% | Reduced |
| Venture Visionary Partners LLC | 54,048 | $3.28M | 0.11% | −2,410−4.3% | Reduced |
| GAMMA Investing LLC | 53,883 | $3.27M | 0.15% | +11,854+28.2% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.26M | 0.73% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 53,711 | $3.26M | 0.69% | −247−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 53,633 | $3.25M | 0.22% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 53,102 | $3.22M | 2.24% | −864−1.6% | Reduced |
| Asio Capital, LLC | 53,017 | $3.22M | 0.45% | +53,017 | New |
| BOCHK Asset Management Ltd | 53,000 | $3.21M | 0.67% | +53,000 | New |