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; 2,530 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, Q2 2026
Institutional positions in Bristol Myers Squibb Co as of Jun 30, 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
- 2,530
- +17 vs. Q1 2026
- Shares held
- 1.68B
- +59.4M (+3.7%) vs. Q1 2026
- Total value
- $96.7B
- −$1.23B (−1.3%) vs. Q1 2026
- New holders
- 175
- 1,004 more added
- Sold out
- 158
- 1,006 more reduced
31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everett Harris & Co | 7,723 | $445.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 7,750 | $446.6K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7,756 | $446.9K | 0.05% | −1,000−11.4% | Reduced |
| True Wealth Design, LLC | 7,785 | $448.6K | 0.11% | +165+2.2% | Added |
| Colonial Trust Co | 7,794 | $449.1K | 0.06% | −975−11.1% | Reduced |
| Occidental Asset Management, LLC | 7,807 | $449.8K | 0.04% | −423−5.1% | Reduced |
| Signal Advisors Wealth, LLC | 7,813 | $450.2K | 0.02% | −39−0.5% | Reduced |
| Warner Group LLC | 7,836 | $451.5K | 0.11% | +3,918+100.0% | Added |
| Retirement Planning Group | 7,841 | $451.8K | 0.01% | +1,344+20.7% | Added |
| Fiduciary Financial Group, LLC | 7,846 | $452.1K | 0.05% | +215+2.8% | Added |
| Sumitomo Life Insurance Co | 7,851 | $452.4K | 0.01% | −242−3.0% | Reduced |
| Widmann Financial Services, Inc. | 7,881 | $454.1K | 0.24% | −1,085−12.1% | Reduced |
| Westshore Wealth, LLC | 7,885 | $454.3K | 0.14% | +25+0.3% | Added |
| Accredited Investors Inc. | 7,916 | $456.1K | 0.02% | −6,853−46.4% | Reduced |
| Key Financial Inc | 7,939 | $457.4K | 0.07% | 00.0% | Unchanged |
| Live Oak Investment Partners | 7,945 | $457.8K | 0.25% | −1,504−15.9% | Reduced |
| Crewe Advisors LLC | 7,950 | $458.1K | 0.03% | +135+1.7% | Added |
| Vista Private Wealth Partners. LLC | 7,211 | $460.3K | 0.15% | +811+12.7% | Added |
| Tradition Wealth Management, LLC | 7,989 | $460.3K | 0.03% | +1,156+16.9% | Added |
| Bridgewater Advisors Inc. | 7,286 | $460.5K | 0.03% | −20.0% | Reduced |
| Norway Savings Bank | 7,993 | $460.6K | 0.19% | −53−0.7% | Reduced |
| Heritage Trust Co | 8,006 | $461.3K | 0.04% | +1,461+22.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,007 | $461.4K | 0.19% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 8,007 | $461.4K | 0.14% | +275+3.6% | Added |
| Armstrong, Fleming & Moore, Inc | 8,015 | $461.8K | 0.15% | −1,000−11.1% | Reduced |
| Stephenson National Bank & Trust | 8,045 | $463.6K | 0.12% | +692+9.4% | Added |
| Texas Yale Capital Corp. | 8,050 | $463.8K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,051 | $463.9K | 0.04% | +722+9.9% | Added |
| Bath Savings Trust Co | 8,080 | $465.6K | 0.05% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 8,100 | $466.7K | 0.07% | +100+1.3% | Added |
| IMA Wealth, Inc. | 8,115 | $467.6K | 0.03% | +1,241+18.1% | Added |
| Onyx Bridge Wealth Group LLC | 8,126 | $468.2K | 0.04% | −29−0.4% | Reduced |
| Cambient Family Office, LLC | 8,131 | $468.5K | 0.06% | +1,405+20.9% | Added |
| Texas Bank & Trust Co | 8,135 | $468.7K | 0.15% | −300−3.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 8,217 | $473.5K | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 8,219 | $473.6K | 0.06% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 8,230 | $474.2K | 0.42% | +2,422+41.7% | Added |
| Bank Ozk | 8,232 | $474.3K | 0.14% | +59+0.7% | Added |
| Innova Wealth Partners | 8,239 | $474.7K | 0.20% | +1,126+15.8% | Added |
| Stance Capital LLC | 8,240 | $474.8K | 0.14% | −75,957−90.2% | Reduced |
| Papp L Roy & Associates | 8,252 | $475.5K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,259 | $475.6K | 0.05% | +1,371+19.9% | Added |
| NorthRock Partners, LLC | 8,260 | $475.9K | 0.01% | +984+13.5% | Added |
| Patrick M Sweeney & Associates, Inc | 8,286 | $477.4K | 0.27% | 00.0% | Unchanged |
| MBL Wealth, LLC | 8,305 | $478.5K | 0.03% | −1,434−14.7% | Reduced |
| Triad Wealth Partners, LLC | 7,310 | $478.6K | 0.03% | +1,715+30.7% | Added |
| M.E. Allison & Co., Inc. | 8,318 | $479.3K | 0.28% | −498−5.6% | Reduced |
| Marathon Capital Management | 8,325 | $479.7K | 0.10% | +10.0% | Added |
| Facet Wealth, Inc. | 8,331 | $480.0K | 0.01% | +1,913+29.8% | Added |
| Tradewinds, LLC. | 3,205 | $480.4K | 0.15% | −2,299−41.8% | Reduced |
| Harold Davidson & Associates Inc. | 8,350 | $481.1K | 0.21% | −1,751−17.3% | Reduced |
| Secure Asset Management, LLC | 8,353 | $481.3K | 0.07% | −1,643−16.4% | Reduced |
| Harbor Investment Advisory, LLC | 8,368 | $482.2K | 0.03% | −50−0.6% | Reduced |
| Kassira Wealth Management LLC | 8,398 | $483.9K | 0.39% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 8,406 | $484.4K | 0.06% | +1,638+24.2% | Added |
| Massmutual Trust Co FSB | 8,419 | $485.1K | 0.01% | −195−2.3% | Reduced |
| Commonwealth Financial Services, LLC | 8,424 | $485.4K | 0.07% | −146−1.7% | Reduced |
| Defiance ETFs, LLC | 8,698 | $485.4K | 0.01% | +1,972+29.3% | Added |
| City State Bank | 8,431 | $485.8K | 0.11% | +345+4.3% | Added |
| Cassaday & Co Wealth Management LLC | 8,439 | $486.3K | 0.01% | −140−1.6% | Reduced |
| Vista Investment Partners II, LLC | 8,443 | $486.5K | 0.19% | +101+1.2% | Added |
| First Financial Bank - Trust Division | 8,455 | $487.2K | 0.03% | +101+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,457 | $487.3K | 0.00% | −50−0.6% | Reduced |
| Van Cleef Asset Management,Inc | 8,494 | $489.4K | 0.05% | −443−5.0% | Reduced |
| Sprott Inc. | 8,515 | $490.6K | 0.02% | +8,515 | New |
| Platt Investment Counsel, LLC | 8,525 | $491.2K | 0.33% | +8,525 | New |
| Summitry LLC | 8,531 | $491.6K | 0.02% | +957+12.6% | Added |
| Harvest Fund Management Co., Ltd | 8,547 | $492.0K | 0.02% | −1,323−13.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,551 | $492.7K | 0.09% | −133−1.5% | Reduced |
| Basepoint Wealth LLC | 8,570 | $493.8K | 0.28% | +5,922+223.6% | Added |
| Keystone Financial Group | 8,578 | $494.3K | 0.03% | +1,048+13.9% | Added |
| Beaumont Financial Advisors, LLC | 8,606 | $495.9K | 0.03% | −96−1.1% | Reduced |
| Evansbrook LLC | 8,612 | $496.2K | 0.30% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 8,616 | $496.4K | 0.25% | +94+1.1% | Added |
| Investors Research Corp | 8,628 | $497.1K | 0.09% | −156−1.8% | Reduced |
| First Financial Corp | 8,635 | $497.5K | 0.17% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,643 | $498.0K | 0.04% | +8,643 | New |
| Ellevest, Inc. | 8,540 | $498.4K | 0.06% | +39+0.5% | Added |
| Powell Investment Advisors, LLC | 8,653 | $498.6K | 0.16% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,665 | $499.3K | 0.05% | −29−0.3% | Reduced |
| Hardy Reed LLC | 8,689 | $500.7K | 0.03% | +343+4.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 8,705 | $501.0K | 0.17% | −96−1.1% | Reduced |
| Picton Mahoney Asset Management | 8,718 | $502.3K | 0.00% | +1,644+23.2% | Added |
| HighPoint Advisor Group LLC | 8,741 | $503.7K | 0.02% | −2,638−23.2% | Reduced |
| Becker Capital Management Inc | 8,742 | $503.7K | 0.01% | +490+5.9% | Added |
| Checchi Capital Advisers, LLC | 8,749 | $504.1K | 0.03% | −2,120−19.5% | Reduced |
| Acorn Wealth Advisors, LLC | 8,764 | $505.0K | 0.12% | +19+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 8,782 | $506.0K | 0.03% | −33,300−79.1% | Reduced |
| OceanIQ Capital, LLC | 7,970 | $507.0K | 0.31% | +7,970 | New |
| Sig Brokerage, LP | 8,817 | $508.0K | 0.08% | +8,817 | New |
| Fiduciary Alliance LLC | 8,832 | $508.9K | 0.03% | +18+0.2% | Added |
| Secured Retirement Advisors, LLC | 8,833 | $508.9K | 0.26% | −348−3.8% | Reduced |
| Southern Financial Group, LLC | 8,834 | $509.0K | 0.13% | +167+1.9% | Added |
| Everpar Advisors LLC | 8,874 | $511.3K | 0.15% | −700−7.3% | Reduced |
| BBR Partners, LLC | 8,889 | $512.2K | 0.02% | −10.0% | Reduced |
| Catalyst Financial Partners LLC | 8,894 | $512.5K | 0.05% | −936−9.5% | Reduced |
| Larry Mathis Financial Planning, LLC | 8,897 | $512.6K | 0.39% | +702+8.6% | Added |
| LCM Capital Management Inc | 8,930 | $514.5K | 0.23% | +45+0.5% | Added |
| Syverson Strege & Co | 8,978 | $517.3K | 0.11% | +3,365+60.0% | Added |
| Cornerstone Capital, Inc. | 8,985 | $517.7K | 0.05% | 00.0% | Unchanged |