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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 18,688 | $1.08M | 0.43% | −200−1.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 18,720 | $1.08M | 0.97% | −38−0.2% | Reduced |
| NCM Capital Management, LLC | 18,722 | $1.08M | 0.33% | +60.0% | Added |
| Alethea Capital Management, LLC | 18,892 | $1.09M | 0.45% | +18,892 | New |
| Modera Wealth Management, LLC | 18,917 | $1.09M | 0.01% | −707−3.6% | Reduced |
| Cornerstone Select Advisors, LLC | 19,000 | $1.09M | 0.46% | +393+2.1% | Added |
| Concord Asset Management, LLC | 19,057 | $1.10M | 0.17% | +83+0.4% | Added |
| Cane Capital Partners, LLC | 19,059 | $1.10M | 0.44% | +10,450+121.4% | Added |
| Aquatic Capital Management LLC | 19,076 | $1.10M | 0.04% | +19,076 | New |
| Patten Group, Inc. | 19,094 | $1.10M | 0.17% | −3,236−14.5% | Reduced |
| Bayesian Capital Management, LP | 19,200 | $1.11M | 0.71% | +19,200 | New |
| Jeppson Wealth Management, LLC | 19,211 | $1.11M | 0.33% | −205−1.1% | Reduced |
| Wedmont Private Capital | 19,243 | $1.11M | 0.03% | +2,073+12.1% | Added |
| Parvin Asset Management, LLC | 19,245 | $1.11M | 0.89% | +480+2.6% | Added |
| LGT Group Foundation | 19,269 | $1.11M | 0.01% | −555−2.8% | Reduced |
| First National Trust Co | 19,277 | $1.11M | 0.04% | −29,758−60.7% | Reduced |
| Cigna Investments Inc | 19,319 | $1.11M | 0.15% | −201−1.0% | Reduced |
| Independent Financial Group, LLC | 19,363 | $1.12M | 0.02% | −666−3.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 19,376 | $1.12M | 0.14% | −143−0.7% | Reduced |
| Quadcap Wealth Management, LLC | 19,394 | $1.12M | 0.11% | +816+4.4% | Added |
| Personal Cfo Solutions, LLC | 19,397 | $1.12M | 0.16% | −256−1.3% | Reduced |
| First City Capital Management, Inc. | 19,427 | $1.12M | 0.54% | −18−0.1% | Reduced |
| Intrua Financial, LLC | 19,442 | $1.12M | 0.11% | −1,618−7.7% | Reduced |
| Mfg Wealth Management, Inc. | 19,446 | $1.12M | 0.80% | −126−0.6% | Reduced |
| Logan Capital Management Inc | 19,447 | $1.12M | 0.04% | +19,447 | New |
| Allegiance Financial Group Advisory Services LLC | 19,450 | $1.12M | 0.19% | −1,173−5.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,456 | $1.12M | 0.14% | +4,403+29.2% | Added |
| Mechanics Bank Trust Department | 19,485 | $1.12M | 0.14% | −7,001−26.4% | Reduced |
| Frec Markets, Inc. | 19,527 | $1.13M | 0.10% | −5,621−22.4% | Reduced |
| Riversedge Advisors, LLC | 19,575 | $1.13M | 0.15% | +2,588+15.2% | Added |
| Adirondack Trust Co | 19,711 | $1.14M | 0.34% | −350−1.7% | Reduced |
| Nations Financial Group Inc, | 19,741 | $1.14M | 0.05% | +726+3.8% | Added |
| Oxler Private Wealth LLC | 19,816 | $1.14M | 0.33% | −1,917−8.8% | Reduced |
| Rahlfs Capital, LLC | 19,851 | $1.14M | 0.84% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 19,945 | $1.15M | 0.22% | −449−2.2% | Reduced |
| White Pine Capital LLC | 19,980 | $1.15M | 0.27% | +297+1.5% | Added |
| Probity Advisors, Inc. | 20,006 | $1.15M | 0.16% | +1,467+7.9% | Added |
| Westwood Holdings Group Inc. | 20,048 | $1.16M | 0.01% | +20,048 | New |
| TD Private Client Wealth LLC | 20,091 | $1.16M | 0.02% | −271−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 20,230 | $1.17M | 0.10% | −55−0.3% | Reduced |
| Cowa, LLC | 20,323 | $1.17M | 0.29% | −825−3.9% | Reduced |
| Crestwood Advisors Group LLC | 20,375 | $1.17M | 0.02% | +1,613+8.6% | Added |
| Platform Technology Partners | 20,385 | $1.17M | 0.19% | −1,132−5.3% | Reduced |
| Bank & Trust Co | 20,387 | $1.17M | 0.74% | +207+1.0% | Added |
| Paradigm Asset Management Co LLC | 20,400 | $1.18M | 0.25% | −9,008−30.6% | Reduced |
| Meeder Asset Management Inc | 20,426 | $1.18M | 0.06% | +3,573+21.2% | Added |
| Paradigm Financial Partners, LLC | 20,481 | $1.18M | 0.11% | +12,590+159.5% | Added |
| Family Management Corp | 20,516 | $1.18M | 0.12% | −365−1.7% | Reduced |
| Groupama Asset Managment | 20,329 | $1.18M | 0.01% | −81−0.4% | Reduced |
| Miller Global Investments, LLC | 20,632 | $1.19M | 0.98% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20,647 | $1.19M | 0.22% | −2,249−9.8% | Reduced |
| Verdence Capital Advisors LLC | 20,662 | $1.19M | 0.06% | −4,654−18.4% | Reduced |
| Triumph Capital Management | 20,678 | $1.19M | 0.22% | +634+3.2% | Added |
| Angeles Wealth Management, LLC | 20,763 | $1.20M | 0.05% | −188−0.9% | Reduced |
| Abel Hall, LLC | 20,767 | $1.20M | 0.21% | −333−1.6% | Reduced |
| Equitable Trust Co | 20,829 | $1.20M | 0.05% | −581−2.7% | Reduced |
| Private Management Group Inc | 20,852 | $1.20M | 0.03% | +266+1.3% | Added |
| Eagle Rock Investment Company, LLC | 20,874 | $1.20M | 0.15% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 20,914 | $1.21M | 0.48% | 00.0% | Unchanged |
| Concord Wealth Partners | 20,943 | $1.21M | 0.14% | +56+0.3% | Added |
| Curbstone Financial Management Corp | 20,944 | $1.21M | 0.21% | +3,200+18.0% | Added |
| PKO Investment Management Joint-Stock Co | 21,000 | $1.21M | 0.09% | −2,000−8.7% | Reduced |
| Mystic Asset Management, Inc. | 21,037 | $1.21M | 0.26% | −238−1.1% | Reduced |
| Everhart Financial Group, Inc. | 21,040 | $1.21M | 0.08% | −1,315−5.9% | Reduced |
| Sectoral Asset Management Inc | 21,150 | $1.22M | 0.85% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 21,171 | $1.22M | 0.02% | −400−1.9% | Reduced |
| Quilter Plc | 21,225 | $1.22M | 0.02% | +240+1.1% | Added |
| Johnson Financial Group, Inc. | 21,307 | $1.23M | 0.04% | +3,379+18.8% | Added |
| Salem Investment Counselors Inc | 21,310 | $1.23M | 0.03% | +493+2.4% | Added |
| First American Bank | 21,347 | $1.23M | 0.07% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 21,378 | $1.23M | 0.15% | −3,017−12.4% | Reduced |
| Integrity Alliance, LLC. | 21,389 | $1.23M | 0.04% | −14,138−39.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 21,395 | $1.23M | 0.10% | −2,876−11.8% | Reduced |
| Sittner & Nelson, LLC | 21,398 | $1.23M | 0.39% | +19+0.1% | Added |
| Chapin Davis, Inc. | 21,427 | $1.23M | 0.22% | −153−0.7% | Reduced |
| Daytona Street Capital LLC | 21,587 | $1.24M | 0.91% | −200−0.9% | Reduced |
| Edgewood Management LLC | 21,522 | $1.24M | 0.01% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 21,545 | $1.24M | 0.16% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 21,570 | $1.24M | 0.12% | +1,574+7.9% | Added |
| MH & Associates Securities Management Corp | 21,593 | $1.24M | 1.12% | −309−1.4% | Reduced |
| Trust Co of Virginia | 21,651 | $1.25M | 0.09% | −267−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 21,669 | $1.25M | 0.07% | −619−2.8% | Reduced |
| Auxier Asset Management | 21,671 | $1.25M | 0.17% | −180−0.8% | Reduced |
| Western Wealth Management, LLC | 21,798 | $1.26M | 0.04% | −331−1.5% | Reduced |
| QTR Family Wealth, LLC | 21,847 | $1.26M | 0.44% | −161−0.7% | Reduced |
| Brick & Kyle, Associates | 20,796 | $1.26M | 0.42% | 00.0% | Unchanged |
| Greenleaf Trust | 21,894 | $1.26M | 0.01% | −615−2.7% | Reduced |
| SBI Securities Co., Ltd. | 22,094 | $1.27M | 0.03% | −536−2.4% | Reduced |
| BluePath Capital Management, LLC | 22,205 | $1.28M | 0.70% | +656+3.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 22,000 | $1.29M | 0.04% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 22,359 | $1.29M | 0.43% | −858−3.7% | Reduced |
| Howland Capital Management LLC | 22,408 | $1.29M | 0.05% | −118−0.5% | Reduced |
| Grove Bank & Trust | 22,434 | $1.29M | 0.13% | +3,532+18.7% | Added |
| Madden Securities Corp | 22,455 | $1.29M | 0.36% | −550−2.4% | Reduced |
| Pure Financial Advisors, Inc. | 22,483 | $1.30M | 0.02% | +2,308+11.4% | Added |
| McKinney Capital Management, LLC | 22,523 | $1.30M | 0.51% | +2,624+13.2% | Added |
| TritonPoint Partners, LLC | 22,535 | $1.30M | 0.11% | +22,535 | New |
| 1st Source Bank | 22,672 | $1.31M | 0.06% | −395−1.7% | Reduced |
| Trust Asset Management LLC | 22,705 | $1.31M | 0.08% | +88+0.4% | Added |
| MTM Investment Management, LLC | 22,755 | $1.31M | 0.37% | −73−0.3% | Reduced |