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 |
|---|---|---|---|---|---|
| Stoneridge Investment Partners LLC | 9,346 | $610.0K | 0.40% | +9,346 | New |
| Freestone Capital Holdings, LLC | 10,634 | $612.8K | 0.02% | +22+0.2% | Added |
| Yanni & Associates Investment Advisors, LLC | 10,729 | $618.2K | 0.57% | −171−1.6% | Reduced |
| WealthPlan Investment Management, LLC | 10,745 | $619.1K | 0.03% | +250+2.4% | Added |
| B&L Asset Management LLC | 10,747 | $619.2K | 0.21% | +486+4.7% | Added |
| YHB Investment Advisors, Inc. | 10,753 | $619.6K | 0.04% | −300−2.7% | Reduced |
| Winning Points Advisors, LLC | 10,778 | $621.0K | 0.82% | 00.0% | Unchanged |
| Aries Wealth Management | 10,794 | $622.0K | 0.12% | −9−0.1% | Reduced |
| Wealth Advisory Solutions, LLC | 10,798 | $622.2K | 0.13% | −155−1.4% | Reduced |
| Cardinal Point Capital Management, ULC | 10,818 | $623.3K | 0.04% | +55+0.5% | Added |
| Grandfield & Dodd, LLC | 10,826 | $623.8K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10,844 | $624.8K | 0.07% | −6,885−38.8% | Reduced |
| Ipsen Advisor Group LLC | 10,857 | $625.6K | 0.40% | −274−2.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,883 | $627.1K | 0.23% | −641−5.6% | Reduced |
| First Nebraska Trust Co | 10,907 | $628.5K | 0.05% | 00.0% | Unchanged |
| Athena Investment Management | 10,950 | $630.9K | 0.37% | −4,165−27.6% | Reduced |
| Principle Wealth Partners LLC | 11,000 | $633.8K | 0.03% | −1,485−11.9% | Reduced |
| Ausdal Financial Partners, Inc. | 11,002 | $633.9K | 0.02% | −9,235−45.6% | Reduced |
| Centaurus Financial, Inc. | 11,064 | $637.0K | 0.02% | −8,430−43.2% | Reduced |
| Capstone Financial Advisors, Inc. | 11,182 | $644.3K | 0.03% | −1,250−10.1% | Reduced |
| Chicago Capital, LLC | 11,250 | $648.2K | 0.02% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 11,283 | $650.1K | 0.38% | +15+0.1% | Added |
| RMR Wealth Builders | 11,291 | $650.6K | 0.04% | +3,900+52.8% | Added |
| Aspire Capital Advisors LLC | 11,306 | $651.5K | 0.13% | +119+1.1% | Added |
| Richwood Investment Advisors, LLC | 11,312 | $651.8K | 0.46% | +715+6.7% | Added |
| Plan Group Financial, LLC | 11,399 | $656.8K | 0.14% | +1,390+13.9% | Added |
| Smith, Salley & Associates | 11,437 | $659.0K | 0.03% | +888+8.4% | Added |
| Christine Messmer PC | 11,461 | $660.4K | 0.37% | +1,633+16.6% | Added |
| Sovran Advisors, LLC | 10,409 | $662.0K | 0.05% | +1,685+19.3% | Added |
| Second Half Financial Partners, LLC | 11,545 | $665.2K | 0.27% | +1,744+17.8% | Added |
| Michels Family Financial, LLC | 11,553 | $665.7K | 0.43% | +635+5.8% | Added |
| Oslo Pensjonsforsikring AS | 11,556 | $665.9K | 0.08% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 11,575 | $667.0K | 0.13% | 00.0% | Unchanged |
| Apriem Advisors | 11,584 | $667.5K | 0.06% | +20.0% | Added |
| SlateStone Wealth, LLC | 11,624 | $670.0K | 0.05% | −79−0.7% | Reduced |
| Bridges Investment Management Inc | 11,645 | $671.0K | 0.01% | −1,104−8.7% | Reduced |
| Indivisible Partners | 11,646 | $671.0K | 0.04% | +1,195+11.4% | Added |
| Argos Wealth Advisors, LLC | 11,693 | $673.8K | 0.18% | +93+0.8% | Added |
| Park Circle Co | 11,700 | $674.2K | 0.59% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11,728 | $675.8K | 0.04% | −23−0.2% | Reduced |
| Steadtrust LLC | 11,732 | $676.0K | 0.34% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 11,752 | $677.1K | 0.22% | −2,216−15.9% | Reduced |
| Indiana Trust & Investment Management CO | 11,769 | $678.1K | 0.19% | −200−1.7% | Reduced |
| KRS Capital Management, LLC | 11,808 | $680.4K | 0.32% | +40.0% | Added |
| Waldron Private Wealth LLC | 11,814 | $680.7K | 0.02% | −766−6.1% | Reduced |
| RHS Financial, LLC | 11,816 | $680.8K | 0.27% | −622−5.0% | Reduced |
| MONECO Advisors, LLC | 11,852 | $682.9K | 0.04% | −2,545−17.7% | Reduced |
| Alteri Wealth LLC | 11,855 | $683.1K | 0.19% | +1,186+11.1% | Added |
| 3Chopt Investment Partners, LLC | 11,859 | $683.3K | 0.13% | +11,859 | New |
| Bill Few Associates, Inc. | 11,876 | $684.3K | 0.15% | +2,245+23.3% | Added |
| Northcape Wealth Management, LLC | 11,898 | $685.6K | 0.18% | +84+0.7% | Added |
| Ameriflex Group, Inc. | 11,913 | $686.4K | 0.28% | −76−0.6% | Reduced |
| Knightsbridge Asset Management, LLC | 11,934 | $687.6K | 0.09% | −4,875−29.0% | Reduced |
| Capital Analysts, LLC | 11,930 | $688.0K | 0.02% | −308−2.5% | Reduced |
| Pettee Investors, Inc. | 11,954 | $688.8K | 0.34% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 11,961 | $689.2K | 0.10% | −91−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 11,971 | $689.8K | 0.04% | −17,042−58.7% | Reduced |
| Lewis Asset Management, LLC | 11,994 | $691.1K | 0.24% | +443+3.8% | Added |
| Pictet & Cie (Europe) SA | 12,000 | $691.4K | 0.01% | 00.0% | Unchanged |
| CV Advisors LLC | 12,000 | $691.4K | 0.13% | +12,000 | New |
| Waters Parkerson & Co., LLC | 12,037 | $693.6K | 0.03% | −575−4.6% | Reduced |
| Navellier & Associates Inc | 12,051 | $694.4K | 0.06% | +4,151+52.5% | Added |
| Central Pacific Bank - Trust Division | 12,054 | $694.6K | 0.07% | −930−7.2% | Reduced |
| Prudent Man Advisors, LLC | 12,088 | $696.5K | 0.16% | +1,375+12.8% | Added |
| TSP Capital Management Group, LLC | 12,175 | $701.5K | 0.17% | – | – |
| O'Rourke & Company, Inc | 12,201 | $703.0K | 0.25% | +573+4.9% | Added |
| Davidson Trust Co | 12,206 | $703.3K | 0.27% | +65+0.5% | Added |
| SFE Investment Counsel | 12,212 | $703.7K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 12,222 | $704.2K | 0.01% | −483−3.8% | Reduced |
| Simplicity Wealth,LLC | 12,229 | $704.6K | 0.02% | +725+6.3% | Added |
| Old North State Wealth Management, LLC | 12,246 | $706.6K | 0.30% | −846−6.5% | Reduced |
| Portfolio Design Labs, LLC | 12,294 | $708.4K | 0.12% | +52+0.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 12,304 | $709.0K | 0.19% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12,325 | $710.0K | 0.01% | −683−5.3% | Reduced |
| Axxion S.A. | 12,332 | $710.6K | 0.05% | +12,332 | New |
| Nautilus Advisors LLC | 12,345 | $710.8K | 0.42% | +4,688+61.2% | Added |
| 626 Financial, LLC | 12,372 | $712.9K | 0.28% | −1,889−13.2% | Reduced |
| Kentucky Trust Co | 12,378 | $713.2K | 0.34% | +906+7.9% | Added |
| Cooper Financial Group | 12,387 | $713.8K | 0.06% | −4,143−25.1% | Reduced |
| Wellington Shields Capital Management, LLC | 12,407 | $714.9K | 0.09% | −4,196−25.3% | Reduced |
| Financial Advisory Service, Inc. | 12,426 | $716.0K | 0.04% | +71+0.6% | Added |
| Bank of Hawaii | 12,468 | $718.4K | 0.04% | +568+4.8% | Added |
| Northwest Wealth Management, LLC | 12,488 | $719.6K | 0.09% | −650−4.9% | Reduced |
| Investment Partners, Ltd. | 12,497 | $720.1K | 0.23% | +38+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,532 | $722.1K | 0.03% | −3,021−19.4% | Reduced |
| Gold Investment Management Ltd. | 12,542 | $722.7K | 0.20% | 00.0% | Unchanged |
| Wendell David Associates Inc | 12,578 | $725.0K | 0.08% | −454−3.5% | Reduced |
| Old North State Trust, LLC | 12,588 | $725.0K | 0.37% | −278−2.2% | Reduced |
| Uncommon Cents Investing LLC | 12,588 | $725.3K | 0.16% | −55−0.4% | Reduced |
| Montecito Bank & Trust | 12,596 | $725.8K | 0.11% | +950+8.2% | Added |
| Mainsail Asset Management, LLC | 11,956 | $726.2K | 0.28% | +5,687+90.7% | Added |
| Fullerton Fund Management Co Ltd. | 12,607 | $726.4K | 0.05% | +2,538+25.2% | Added |
| Leonteq Securities AG | 12,628 | $727.6K | 0.04% | −100,037−88.8% | Reduced |
| WNY Asset Management, LLC | 12,655 | $729.2K | 0.07% | −369−2.8% | Reduced |
| LVM Capital Management Ltd | 12,694 | $731.0K | 0.06% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 12,726 | $733.3K | 0.32% | −3,631−22.2% | Reduced |
| Avidian Wealth Solutions, LLC | 12,766 | $735.6K | 0.02% | +606+5.0% | Added |
| Cobblestone Asset Management LLC | 12,772 | $735.9K | 0.31% | −2,174−14.5% | Reduced |
| Lantz Financial LLC | 12,833 | $739.4K | 0.14% | +10.0% | Added |
| Monument Capital Management | 12,867 | $741.4K | 0.15% | +3,742+41.0% | Added |