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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 27,994 | $1.61M | 0.09% | +857+3.2% | Added |
| Roman Butler Fullerton & Co | 27,189 | $1.61M | 0.38% | +3,701+15.8% | Added |
| WBI Investments | 28,151 | $1.62M | 0.40% | −12,674−31.0% | Reduced |
| Premier Path Wealth Partners, LLC | 28,219 | $1.63M | 0.19% | −1,680−5.6% | Reduced |
| United Advisor Group, LLC | 28,224 | $1.63M | 0.17% | +677+2.5% | Added |
| Parallel Advisors, LLC | 28,237 | $1.63M | 0.02% | −1,841−6.1% | Reduced |
| Bahl & Gaynor Inc | 28,240 | $1.63M | 0.01% | −1,982−6.6% | Reduced |
| McDonald Partners LLC | 28,302 | $1.63M | 0.40% | −81,087−74.1% | Reduced |
| EverSource Wealth Advisors, LLC | 28,598 | $1.65M | 0.06% | −7,572−20.9% | Reduced |
| Parcion Private Wealth LLC | 28,719 | $1.65M | 0.09% | −470−1.6% | Reduced |
| United Bank | 28,828 | $1.66M | 0.51% | +470+1.7% | Added |
| Altfest L J & Co Inc | 28,858 | $1.66M | 0.16% | +996+3.6% | Added |
| Machina Capital S.A.S. | 28,863 | $1.66M | 0.26% | +10,481+57.0% | Added |
| Gsa Capital Partners LLP | 28,898 | $1.67M | 0.10% | +28,898 | New |
| Coastwise Capital Group, LLC | 28,961 | $1.67M | 0.97% | +470+1.6% | Added |
| United Community Bank | 28,994 | $1.67M | 0.52% | +670+2.4% | Added |
| Stratos Wealth Advisors, LLC | 29,183 | $1.68M | 0.09% | +3,025+11.6% | Added |
| Meeder Advisory Services, Inc. | 29,270 | $1.69M | 0.06% | −849−2.8% | Reduced |
| Exchange Bank | 29,306 | $1.69M | 1.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 29,328 | $1.69M | 0.23% | +9,629+48.9% | Added |
| Mount Vernon Associates Inc | 29,429 | $1.70M | 1.11% | −2,500−7.8% | Reduced |
| Flagship Harbor Advisors, LLC | 29,492 | $1.70M | 0.07% | −317−1.1% | Reduced |
| Level Four Advisory Services, LLC | 29,492 | $1.70M | 0.05% | −7,225−19.7% | Reduced |
| Intrust Bank NA | 29,497 | $1.70M | 0.13% | +444+1.5% | Added |
| Iowa State Bank | 29,634 | $1.71M | 0.29% | −794−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 29,784 | $1.72M | 0.04% | +753+2.6% | Added |
| Change Path, LLC | 29,888 | $1.72M | 0.04% | −296−1.0% | Reduced |
| Rathbone Brothers plc | 29,904 | $1.72M | 0.01% | −1,836−5.8% | Reduced |
| Caldwell Trust Co | 30,189 | $1.74M | 0.14% | −2,960−8.9% | Reduced |
| VestGen Advisors, LLC | 30,225 | $1.74M | 0.05% | −6,106−16.8% | Reduced |
| Lakewood Asset Management LLC | 30,282 | $1.74M | 0.96% | +431+1.4% | Added |
| Modern Wealth Management, LLC | 30,395 | $1.75M | 0.02% | +7,600+33.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,546 | $1.76M | 0.02% | +15,781+106.9% | Added |
| Affinity Investment Advisors, LLC | 30,557 | $1.76M | 0.89% | +16,827+122.6% | Added |
| Cherokee Insurance Co | 30,600 | $1.76M | 0.68% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 30,618 | $1.76M | 0.14% | +785+2.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 30,622 | $1.76M | 0.11% | +1,979+6.9% | Added |
| Demars Financial Group, LLC | 30,977 | $1.78M | 0.49% | +5,541+21.8% | Added |
| Moneta Group Investment Advisors LLC | 31,027 | $1.79M | 0.01% | +479+1.6% | Added |
| Boston Family Office LLC | 31,077 | $1.79M | 0.11% | +88+0.3% | Added |
| Donoghue Forlines LLC | 31,116 | $1.79M | 0.46% | −52,287−62.7% | Reduced |
| Partnership Wealth Management, LLC | 31,356 | $1.81M | 1.22% | +770+2.5% | Added |
| Verity Asset Management, Inc. | 31,404 | $1.81M | 0.68% | +1,071+3.5% | Added |
| Providence Wealth Advisors, LLC | 31,560 | $1.82M | 1.07% | +335+1.1% | Added |
| Atomi Financial Group, Inc. | 31,680 | $1.83M | 0.05% | −49,811−61.1% | Reduced |
| Lee Danner & Bass Inc | 31,718 | $1.83M | 0.11% | −123−0.4% | Reduced |
| Emerald Investment Advisers, LLC | 31,750 | $1.83M | 0.12% | +31,750 | New |
| Titan Investment Management LLC | 31,955 | $1.84M | 1.36% | +1,371+4.5% | Added |
| Graham Capital Management, L.P. | 32,000 | $1.84M | 0.05% | −10,662−25.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 32,023 | $1.85M | 0.03% | +7,973+33.2% | Added |
| Ted Buchan & Co | 32,055 | $1.85M | 0.60% | +155+0.5% | Added |
| Aviance Capital Partners, LLC | 32,102 | $1.85M | 0.19% | −1,702−5.0% | Reduced |
| Peak Asset Management, LLC | 32,175 | $1.85M | 0.27% | −287−0.9% | Reduced |
| CSS LLC | 32,320 | $1.86M | 0.08% | +8,220+34.1% | Added |
| Kestra Investment Management, LLC | 32,429 | $1.87M | 0.04% | +14,242+78.3% | Added |
| First Western Trust Bank | 32,542 | $1.88M | 0.09% | −72−0.2% | Reduced |
| BankPlus Trust Department | 32,563 | $1.88M | 0.44% | +839+2.6% | Added |
| Lowe Brockenbrough & Co Inc | 32,635 | $1.88M | 0.08% | −200−0.6% | Reduced |
| Charter Research & Investment Group, Inc. | 32,676 | $1.88M | 1.14% | −300−0.9% | Reduced |
| Greenwood Capital Associates LLC | 32,798 | $1.89M | 0.19% | −611−1.8% | Reduced |
| Greenfield Savings Bank | 32,823 | $1.89M | 0.72% | −579−1.7% | Reduced |
| RiverFront Investment Group, LLC | 32,862 | $1.89M | 0.03% | +477+1.5% | Added |
| Capital Investment Advisory Services, LLC | 32,911 | $1.90M | 0.12% | +141+0.4% | Added |
| Quantbot Technologies LP | 33,000 | $1.90M | 0.08% | −72,457−68.7% | Reduced |
| Cidel Asset Management Inc | 33,042 | $1.90M | 0.09% | +345+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 33,051 | $1.90M | 0.29% | −924−2.7% | Reduced |
| IAM Advisory, LLC | 33,075 | $1.91M | 0.37% | +916+2.8% | Added |
| Waddell & Associates, LLC | 33,126 | $1.91M | 0.09% | −6,577−16.6% | Reduced |
| Cito Capital Group, LLC | 33,250 | $1.92M | 0.52% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 33,993 | $1.92M | 0.11% | +2,621+8.4% | Added |
| Waterfront Wealth Inc. | 33,448 | $1.93M | 0.30% | +289+0.9% | Added |
| Green Square Capital Advisors LLC | 33,428 | $1.93M | 0.18% | +166+0.5% | Added |
| Trustmark National Bank Trust Department | 33,431 | $1.93M | 0.11% | −1,094−3.2% | Reduced |
| Marco Investment Management LLC | 33,478 | $1.93M | 0.13% | −800−2.3% | Reduced |
| Keynote Financial Services LLC | 33,564 | $1.93M | 0.91% | +1,539+4.8% | Added |
| one8zero8, LLC | 33,580 | $1.93M | 0.38% | −150−0.4% | Reduced |
| Pingora Partners LLC | 33,855 | $1.95M | 1.14% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 34,006 | $1.96M | 0.27% | −3,592−9.6% | Reduced |
| Quadrature Capital Ltd | 34,020 | $1.96M | 0.02% | −134,138−79.8% | Reduced |
| Kennedy Capital Management, Inc. | 34,049 | $1.96M | 0.03% | −1,750−4.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 34,078 | $1.96M | 0.02% | +4,806+16.4% | Added |
| Excalibur Management Corp | 34,161 | $1.97M | 0.65% | +1,296+3.9% | Added |
| Univest Financial Corp | 34,176 | $1.97M | 0.10% | −29−0.1% | Reduced |
| Kovack Advisors, Inc. | 34,471 | $1.97M | 0.09% | −1,022−2.9% | Reduced |
| TCW Group Inc | 34,245 | $1.97M | 0.01% | +599+1.8% | Added |
| FCG Investment Co | 34,461 | $1.99M | 0.69% | +26,082+311.3% | Added |
| Stokes Family Office, LLC | 34,624 | $2.00M | 0.23% | −2,359−6.4% | Reduced |
| Cornerstone Wealth Management, LLC | 34,656 | $2.00M | 0.09% | +437+1.3% | Added |
| Nicholas Hoffman & Company, LLC. | 35,055 | $2.02M | 0.04% | −1,603−4.4% | Reduced |
| Wealthcare Advisory Partners LLC | 35,230 | $2.03M | 0.04% | −7,791−18.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 35,333 | $2.04M | 0.10% | −854−2.4% | Reduced |
| Prospera Financial Services Inc | 35,440 | $2.04M | 0.03% | −2,114−5.6% | Reduced |
| denkapparat Operations GmbH | 35,462 | $2.04M | 0.67% | +4,680+15.2% | Added |
| RFG Advisory, LLC | 35,462 | $2.04M | 0.03% | +254+0.7% | Added |
| Courier Capital LLC | 35,523 | $2.05M | 0.10% | −281−0.8% | Reduced |
| Simmons Bank | 35,578 | $2.05M | 0.12% | −641−1.8% | Reduced |
| Edmp, Inc. | 35,784 | $2.06M | 1.66% | −126−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 35,921 | $2.07M | 0.08% | +394+1.1% | Added |
| Applied Finance Capital Management, LLC | 35,950 | $2.07M | 0.15% | +35,950 | New |
| Impact Partnership Wealth, LLC | 35,952 | $2.07M | 0.20% | +27,032+303.0% | Added |