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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 52,972 | $3.21M | 0.59% | +5,866+12.5% | Added |
| Essex Financial Services, Inc. | 52,970 | $3.21M | 0.18% | −1,682−3.1% | Reduced |
| AIMZ Investment Advisors, LLC | 52,522 | $3.19M | 0.98% | −760−1.4% | Reduced |
| RMB Capital Management, LLC | 52,418 | $3.18M | 0.06% | +148+0.3% | Added |
| IFP Advisors, Inc | 52,276 | $3.17M | 0.07% | +2,800+5.7% | Added |
| Harbour Investments, Inc. | 52,185 | $3.16M | 0.05% | +19,240+58.4% | Added |
| Resonant Capital Advisors, LLC | 51,916 | $3.15M | 0.17% | +2,913+5.9% | Added |
| Boston Partners | 48,532 | $3.14M | 0.00% | −5,890−10.8% | Reduced |
| XML Financial, LLC | 51,481 | $3.12M | 0.25% | −2,008−3.8% | Reduced |
| Orographic Financial Advisors, LLC | 51,374 | $3.12M | 2.21% | +51,374 | New |
| Abundance Wealth Counselors | 51,211 | $3.11M | 0.45% | +12,806+33.3% | Added |
| Frank, Rimerman Advisors LLC | 51,166 | $3.10M | 0.20% | +1,673+3.4% | Added |
| GAM Holding AG | 50,869 | $3.09M | 0.27% | −36,027−41.5% | Reduced |
| Nicolet Bankshares Inc | 50,205 | $3.06M | 0.11% | +32,742+187.5% | Added |
| Skopos Labs, Inc. | 49,904 | $3.03M | 0.09% | +18,954+61.2% | Added |
| Snowden Capital Advisors LLC | 49,618 | $3.01M | 0.08% | −5,147−9.4% | Reduced |
| First National Trust Co | 49,035 | $2.97M | 0.10% | −3,066−5.9% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 48,960 | $2.97M | 1.49% | −5,281−9.7% | Reduced |
| Mirador Capital Partners LP | 48,870 | $2.96M | 0.42% | +1,012+2.1% | Added |
| V-Square Quantitative Management LLC | 48,235 | $2.93M | 0.31% | +1,841+4.0% | Added |
| Foster & Motley Inc | 47,739 | $2.90M | 0.15% | +8,096+20.4% | Added |
| Cohen Klingenstein LLC | 47,559 | $2.88M | 0.09% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 46,650 | $2.83M | 0.07% | +6,004+14.8% | Added |
| PFG Investments, LLC | 46,436 | $2.82M | 0.13% | −10,347−18.2% | Reduced |
| GQG Partners LLC | 46,361 | $2.81M | 0.00% | +46,361 | New |
| Sumitomo Mitsui Financial Group, Inc. | 46,346 | $2.81M | 0.06% | +3,564+8.3% | Added |
| Ferguson Wellman Capital Management, Inc | 46,278 | $2.81M | 0.04% | −270−0.6% | Reduced |
| Choate Investment Advisors | 46,150 | $2.80M | 0.05% | +1,314+2.9% | Added |
| Dana Investment Advisors, Inc. | 46,136 | $2.80M | 0.08% | −2,142−4.4% | Reduced |
| Guyasuta Investment Advisors Inc | 46,066 | $2.79M | 0.16% | +40.0% | Added |
| Cypress Capital, LLC | 46,061 | $2.79M | 0.80% | +8,019+21.1% | Added |
| Castle Rock Wealth Management, LLC | 46,363 | $2.76M | 0.60% | +432+0.9% | Added |
| Dean Investment Associates, LLC | 45,552 | $2.76M | 0.39% | +1,785+4.1% | Added |
| Trust Co | 45,468 | $2.76M | 0.26% | −1,552−3.3% | Reduced |
| Callan Family Office, LLC | 45,226 | $2.74M | 0.06% | +13,218+41.3% | Added |
| Townsend & Associates, Inc | 46,445 | $2.73M | 0.24% | −322−0.7% | Reduced |
| Exit Wealth Advisors, LLC. | 44,971 | $2.73M | 1.40% | −1,025−2.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 44,706 | $2.71M | 0.03% | −404−0.9% | Reduced |
| Promethium Advisors,llc | 44,650 | $2.71M | 1.40% | +600+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 44,554 | $2.70M | 0.50% | +4,390+10.9% | Added |
| Optimist Retirement Group LLC | 44,498 | $2.70M | 1.19% | +1,568+3.7% | Added |
| We Are One Seven, LLC | 44,425 | $2.69M | 0.05% | +1,610+3.8% | Added |
| 44 Wealth Management LLC | 44,227 | $2.68M | 0.94% | −13,853−23.9% | Reduced |
| M Holdings Securities, Inc. | 47,562 | $2.67M | 0.18% | +3,100+7.0% | Added |
| KMG Fiduciary Partners, LLC | 43,677 | $2.65M | 0.20% | +527+1.2% | Added |
| Quintet Private Bank (Europe) S.A. | 43,578 | $2.64M | 0.18% | −10,819−19.9% | Reduced |
| Mutual Advisors, LLC | 43,415 | $2.63M | 0.06% | −65,684−60.2% | Reduced |
| Bleakley Financial Group, LLC | 43,322 | $2.63M | 0.04% | +9,979+29.9% | Added |
| Laird Norton Trust Company, LLC | 43,292 | $2.63M | 0.06% | −13,650−24.0% | Reduced |
| Kanawha Capital Management LLC | 43,234 | $2.62M | 0.18% | −2,118−4.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 43,070 | $2.61M | 0.07% | +189+0.4% | Added |
| Wealthcare Advisory Partners LLC | 43,021 | $2.61M | 0.05% | +7,240+20.2% | Added |
| Clark Estates Inc | 43,000 | $2.61M | 0.63% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 44,014 | $2.60M | 0.10% | −15,461−26.0% | Reduced |
| Mill Capital Management, LLC | 42,868 | $2.60M | 0.20% | −3,500−7.5% | Reduced |
| Boyd Watterson Asset Management LLC | 42,665 | $2.59M | 0.79% | −101−0.2% | Reduced |
| Graham Capital Management, L.P. | 42,662 | $2.59M | 0.09% | +11,348+36.2% | Added |
| Quest Investment Management LLC | 42,312 | $2.57M | 0.30% | −142−0.3% | Reduced |
| Lighthouse Investment Partners, LLC | 42,245 | $2.56M | 0.10% | +42,245 | New |
| Cullinan Associates Inc | 42,219 | $2.56M | 0.21% | −8,775−17.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 42,082 | $2.55M | 0.43% | +36,782+694.0% | Added |
| Barbara Oil Co. | 42,000 | $2.55M | 0.98% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 41,948 | $2.54M | 0.48% | +400+1.0% | Added |
| Pine Valley Investments Ltd Liability Co | 41,923 | $2.54M | 0.12% | −150.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 41,839 | $2.54M | 0.82% | +63+0.2% | Added |
| Ridgewood Investments LLC | 41,838 | $2.54M | 1.04% | +41,838 | New |
| Everence Capital Management Inc | 41,770 | $2.53M | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 41,654 | $2.53M | 0.31% | +2,348+6.0% | Added |
| Carret Asset Management, LLC | 41,555 | $2.52M | 0.25% | −2,850−6.4% | Reduced |
| Wakefield Asset Management LLLP | 41,349 | $2.51M | 0.66% | +41,349 | New |
| Haverford Trust Co | 40,901 | $2.48M | 0.02% | −3,583−8.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 40,897 | $2.48M | 0.16% | +5,075+14.2% | Added |
| Mengis Capital Management, Inc. | 40,858 | $2.48M | 0.43% | −375−0.9% | Reduced |
| WBI Investments | 40,825 | $2.48M | 0.68% | −30,250−42.6% | Reduced |
| Millington Securities, LLC | 40,825 | $2.48M | 0.68% | +40,825 | New |
| Chicago Trust Co NA | 40,730 | $2.47M | 0.39% | +3,567+9.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 40,721 | $2.47M | 0.07% | +1,584+4.0% | Added |
| Segall Bryant & Hamill, LLC | 40,463 | $2.45M | 0.04% | −132−0.3% | Reduced |
| WCG Wealth Advisors LLC | 40,363 | $2.45M | 0.07% | −7,175−15.1% | Reduced |
| Freestone Grove Partners LP | 40,335 | $2.45M | 0.02% | +40,335 | New |
| Rehmann Capital Advisory Group | 40,251 | $2.44M | 0.13% | +2,051+5.4% | Added |
| Wellington Shields & Co., LLC | 40,174 | $2.44M | 0.62% | −366−0.9% | Reduced |
| InvesTrust | 40,168 | $2.44M | 1.02% | +903+2.3% | Added |
| Jamison Private Wealth Management, Inc. | 40,167 | $2.44M | 0.30% | +2,862+7.7% | Added |
| P.A.W. Capital Corp | 41,000 | $2.43M | 1.95% | +41,000 | New |
| New England Asset Management Inc | 40,036 | $2.43M | 0.31% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 39,903 | $2.42M | 0.06% | +3,180+8.7% | Added |
| Dakota Wealth Management | 39,833 | $2.42M | 0.05% | −4,482−10.1% | Reduced |
| Waddell & Associates, LLC | 39,703 | $2.41M | 0.14% | +15,916+66.9% | Added |
| Neville Rodie & Shaw Inc | 39,539 | $2.40M | 0.17% | −150.0% | Reduced |
| Montag A & Associates Inc | 39,348 | $2.39M | 0.11% | −3,080−7.3% | Reduced |
| Busey Wealth Management | 39,239 | $2.38M | 0.06% | −2,591−6.2% | Reduced |
| BDF-Gestion | 39,182 | $2.38M | 0.32% | +39,182 | New |
| Ballentine Partners, LLC | 38,784 | $2.35M | 0.03% | +997+2.6% | Added |
| Bradley Foster & Sargent Inc | 38,778 | $2.35M | 0.04% | +308+0.8% | Added |
| Smartleaf Asset Management LLC | 39,356 | $2.35M | 0.08% | +5,293+15.5% | Added |
| AdvisorNet Financial, Inc | 38,664 | $2.34M | 0.12% | −754−1.9% | Reduced |
| Coldstream Capital Management Inc | 38,522 | $2.34M | 0.03% | +5,714+17.4% | Added |
| Thornburg Investment Management Inc | 38,400 | $2.33M | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 38,097 | $2.31M | 0.10% | +30,298+388.5% | Added |