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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 35,910 | $2.07M | 0.41% | −67−0.2% | Reduced |
| SNS Financial Group, LLC | 36,127 | $2.08M | 0.04% | +36,127 | New |
| Sargent Investment Group, LLC | 36,270 | $2.09M | 0.25% | +340+0.9% | Added |
| Old Port Advisors | 36,348 | $2.09M | 0.41% | −768−2.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 36,357 | $2.09M | 0.25% | +1,929+5.6% | Added |
| CBOE Vest Financial, LLC | 36,383 | $2.10M | 0.02% | +588+1.6% | Added |
| Cacti Asset Management LLC | 36,450 | $2.10M | 0.11% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 36,535 | $2.11M | 1.04% | −165−0.4% | Reduced |
| Leavell Investment Management, Inc. | 36,579 | $2.11M | 0.08% | −1,169−3.1% | Reduced |
| Duncker Streett & Co Inc | 36,580 | $2.11M | 0.36% | −5,368−12.8% | Reduced |
| Purkiss Capital Advisors LLC | 36,627 | $2.11M | 0.80% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 36,644 | $2.11M | 0.25% | −177−0.5% | Reduced |
| Woodstock Corp | 36,671 | $2.11M | 0.18% | −1,025−2.7% | Reduced |
| Holderness Investments Co | 36,710 | $2.12M | 0.35% | +1,996+5.7% | Added |
| Tobam | 36,844 | $2.12M | 0.52% | −26,052−41.4% | Reduced |
| BDF-Gestion | 35,222 | $2.13M | 0.64% | −3,960−10.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 36,978 | $2.13M | 0.05% | −3,743−9.2% | Reduced |
| Coldstream Capital Management Inc | 36,997 | $2.13M | 0.03% | −1,525−4.0% | Reduced |
| Busey Wealth Management | 37,053 | $2.13M | 0.05% | −2,186−5.6% | Reduced |
| Kathmere Capital Management, LLC | 37,197 | $2.14M | 0.11% | +14,023+60.5% | Added |
| Enhancing Capital LLC | 37,300 | $2.15M | 1.48% | 00.0% | Unchanged |
| Sapient Capital LLC | 37,372 | $2.15M | 0.03% | +364+1.0% | Added |
| London Co of Virginia | 37,453 | $2.16M | 0.01% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 37,570 | $2.16M | 0.16% | +11,412+43.6% | Added |
| Shayne & Co., LLC | 37,615 | $2.17M | 0.64% | +89+0.2% | Added |
| Joel Isaacson & Co., LLC | 37,637 | $2.17M | 0.06% | −374−1.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 37,760 | $2.18M | 0.14% | −5,818−13.4% | Reduced |
| Montag A & Associates Inc | 37,785 | $2.18M | 0.09% | −1,563−4.0% | Reduced |
| Paralel Advisors LLC | 38,091 | $2.19M | 0.08% | +38,091 | New |
| Dakota Wealth Management | 38,103 | $2.20M | 0.04% | −1,730−4.3% | Reduced |
| Three Seasons Wealth, LLC | 38,187 | $2.20M | 0.20% | +14,778+63.1% | Added |
| AdvisorNet Financial, Inc | 38,342 | $2.21M | 0.10% | −322−0.8% | Reduced |
| Thornburg Investment Management Inc | 38,400 | $2.21M | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 38,651 | $2.23M | 0.02% | −128,994−76.9% | Reduced |
| Global Trust Asset Management, LLC | 39,322 | $2.27M | 0.71% | +9,103+30.1% | Added |
| Carret Asset Management, LLC | 39,339 | $2.27M | 0.20% | −2,216−5.3% | Reduced |
| Wellington Shields & Co., LLC | 39,424 | $2.27M | 0.51% | −750−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 39,489 | $2.27M | 0.15% | −50−0.1% | Reduced |
| TCG Advisory Services, LLC | 39,485 | $2.28M | 0.04% | +12,052+43.9% | Added |
| InvesTrust | 39,518 | $2.28M | 0.88% | −650−1.6% | Reduced |
| P.A.W. Capital Corp | 39,700 | $2.29M | 1.75% | −1,300−3.2% | Reduced |
| Ridgewood Investments LLC | 39,881 | $2.30M | 0.86% | −1,957−4.7% | Reduced |
| Smartleaf Asset Management LLC | 39,356 | $2.30M | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 40,184 | $2.32M | 0.04% | −4,241−9.5% | Reduced |
| Cullinan Associates Inc | 40,190 | $2.32M | 0.18% | −2,029−4.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 40,231 | $2.32M | 0.24% | +64+0.2% | Added |
| Diversify Wealth Management, LLC | 37,231 | $2.33M | 0.04% | +4,092+12.3% | Added |
| Diversify Advisory Services, LLC | 37,231 | $2.33M | 0.04% | +30,623+463.4% | Added |
| New England Asset Management Inc | 40,464 | $2.33M | 0.27% | +428+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 40,494 | $2.33M | 0.38% | −4,060−9.1% | Reduced |
| Bridgeway Capital Management, LLC | 40,500 | $2.33M | 0.04% | +3,000+8.0% | Added |
| Wealthspire Advisors, LLC | 40,673 | $2.34M | 0.01% | +3,506+9.4% | Added |
| Kanawha Capital Management LLC | 40,741 | $2.35M | 0.15% | −2,493−5.8% | Reduced |
| Mengis Capital Management, Inc. | 40,778 | $2.35M | 0.36% | −80−0.2% | Reduced |
| Haverford Trust Co | 40,920 | $2.36M | 0.02% | +190.0% | Added |
| Beese Fulmer Investment Management, Inc. | 41,013 | $2.36M | 0.14% | +116+0.3% | Added |
| Trust Co | 41,125 | $2.37M | 0.21% | −4,343−9.6% | Reduced |
| Promethium Advisors,llc | 41,150 | $2.37M | 1.14% | −3,500−7.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 41,546 | $2.39M | 0.06% | −1,524−3.5% | Reduced |
| Everence Capital Management Inc | 41,770 | $2.41M | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 41,842 | $2.41M | 0.02% | +12,918+44.7% | Added |
| Ballentine Partners, LLC | 41,874 | $2.41M | 0.03% | +3,090+8.0% | Added |
| Barbara Oil Co. | 42,000 | $2.42M | 0.81% | 00.0% | Unchanged |
| Columbus Macro, LLC | 42,034 | $2.42M | 0.24% | +42,034 | New |
| Quest Investment Management LLC | 42,214 | $2.43M | 0.28% | −98−0.2% | Reduced |
| Rehmann Capital Advisory Group | 42,344 | $2.44M | 0.11% | +2,093+5.2% | Added |
| Dodge & Cox | 42,361 | $2.44M | 0.00% | −4,580,459−99.1% | Reduced |
| Soltis Investment Advisors LLC | 42,594 | $2.45M | 0.14% | +23,418+122.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 42,598 | $2.45M | 0.74% | +759+1.8% | Added |
| Dean Investment Associates, LLC | 42,649 | $2.46M | 0.32% | −2,903−6.4% | Reduced |
| Boyd Watterson Asset Management LLC | 42,665 | $2.46M | 0.66% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 42,722 | $2.46M | 0.04% | +9,458+28.4% | Added |
| Oarsman Capital, Inc. | 42,777 | $2.46M | 0.26% | +1,123+2.7% | Added |
| Choate Investment Advisors | 42,788 | $2.47M | 0.04% | −3,362−7.3% | Reduced |
| Mill Capital Management, LLC | 42,868 | $2.47M | 0.16% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 42,882 | $2.47M | 0.05% | −410−0.9% | Reduced |
| Alerus Financial NA | 42,984 | $2.48M | 0.11% | +23,224+117.5% | Added |
| Clark Estates Inc | 43,000 | $2.48M | 0.57% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 43,011 | $2.48M | 0.11% | +1,088+2.6% | Added |
| Bradley Foster & Sargent Inc | 43,367 | $2.50M | 0.04% | +4,589+11.8% | Added |
| Optimist Retirement Group LLC | 43,542 | $2.51M | 0.97% | −956−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 43,803 | $2.52M | 0.06% | +14,943+51.8% | Added |
| WCG Wealth Advisors LLC | 43,889 | $2.53M | 0.06% | +3,526+8.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 44,119 | $2.54M | 0.05% | −2,227−4.8% | Reduced |
| SummitTX Capital, L.P. | 44,239 | $2.55M | 0.07% | −95,431−68.3% | Reduced |
| Chicago Trust Co NA | 44,250 | $2.55M | 0.37% | +3,520+8.6% | Added |
| HBK Sorce Advisory LLC | 40,142 | $2.55M | 0.05% | +318+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 44,552 | $2.57M | 0.03% | −154−0.3% | Reduced |
| Cypress Capital, LLC | 44,705 | $2.58M | 0.70% | −1,356−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 44,825 | $2.58M | 0.07% | −1,311−2.8% | Reduced |
| L2 Asset Management, LLC | 45,073 | $2.60M | 0.27% | +19,933+79.3% | Added |
| Kingsview Wealth Management, LLC | 45,093 | $2.60M | 0.03% | −69,975−60.8% | Reduced |
| Hillman Capital Management, Inc. | 45,235 | $2.61M | 1.89% | −7,867−14.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 45,554 | $2.62M | 0.03% | −724−1.6% | Reduced |
| Perpetual Ltd | 45,645 | $2.63M | 0.04% | −17,170−27.3% | Reduced |
| Guyasuta Investment Advisors Inc | 46,071 | $2.65M | 0.14% | +50.0% | Added |
| Howard Capital Management Inc. | 46,206 | $2.66M | 0.03% | +9,620+26.3% | Added |
| AlphaCore Capital LLC | 46,389 | $2.67M | 0.05% | −261−0.6% | Reduced |
| XML Financial, LLC | 46,441 | $2.68M | 0.19% | −5,040−9.8% | Reduced |
| Romano Brothers and Company | 46,486 | $2.68M | 0.27% | −17,814−27.7% | Reduced |