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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 46,615 | $2.69M | 0.05% | −49,126−51.3% | Reduced |
| Capital Asset Advisory Services LLC | 46,813 | $2.70M | 0.10% | +2,799+6.4% | Added |
| Castle Rock Wealth Management, LLC | 47,869 | $2.70M | 0.53% | +1,506+3.2% | Added |
| Sivia Capital Partners, LLC | 47,373 | $2.73M | 0.33% | −41,210−46.5% | Reduced |
| Cohen Klingenstein LLC | 47,559 | $2.74M | 0.08% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 47,612 | $2.74M | 1.38% | −1,348−2.8% | Reduced |
| Townsend & Associates, Inc | 45,898 | $2.76M | 0.24% | −547−1.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 48,144 | $2.77M | 1.35% | +11,774+32.4% | Added |
| Steel Peak Wealth Management LLC | 48,151 | $2.77M | 0.07% | +21,442+80.3% | Added |
| Centiva Capital, LP | 48,515 | $2.80M | 0.09% | −33,218−40.6% | Reduced |
| Mutual Advisors, LLC | 48,612 | $2.80M | 0.05% | +5,197+12.0% | Added |
| Mirador Capital Partners LP | 48,795 | $2.81M | 0.34% | −75−0.2% | Reduced |
| Snowden Capital Advisors LLC | 48,899 | $2.82M | 0.07% | −719−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 49,118 | $2.83M | 0.14% | −2,798−5.4% | Reduced |
| Trust Co of Vermont | 49,346 | $2.84M | 0.11% | +49,346 | New |
| Harbour Investments, Inc. | 50,112 | $2.89M | 0.04% | −2,073−4.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 50,169 | $2.89M | 0.09% | −33,400−40.0% | Reduced |
| Edgestream Partners, L.P. | 50,189 | $2.89M | 0.09% | −104,238−67.5% | Reduced |
| Nicolet Bankshares Inc | 50,571 | $2.90M | 0.09% | +366+0.7% | Added |
| Frank, Rimerman Advisors LLC | 50,290 | $2.90M | 0.16% | −876−1.7% | Reduced |
| Whittier Trust Co | 51,506 | $2.92M | 0.03% | −5,777−10.1% | Reduced |
| Ossiam | 50,862 | $2.93M | 0.04% | +50,862 | New |
| GAM Holding AG | 50,869 | $2.93M | 0.22% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 51,275 | $2.95M | 0.05% | −1,143−2.2% | Reduced |
| Essex Financial Services, Inc. | 51,332 | $2.96M | 0.15% | −1,638−3.1% | Reduced |
| Thomasville National Bank | 51,534 | $2.97M | 0.16% | +51,534 | New |
| Boston Partners | 51,843 | $2.99M | 0.00% | +3,311+6.8% | Added |
| GAMMA Investing LLC | 52,327 | $3.02M | 0.11% | −1,556−2.9% | Reduced |
| AIMZ Investment Advisors, LLC | 52,522 | $3.03M | 0.83% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 52,713 | $3.04M | 0.29% | +4,478+9.3% | Added |
| NBT Bank N A | 52,754 | $3.04M | 0.20% | −3,727−6.6% | Reduced |
| PFG Investments, LLC | 52,772 | $3.04M | 0.12% | +6,336+13.6% | Added |
| Meridian Wealth Management, LLC | 52,891 | $3.05M | 0.09% | −2,243−4.1% | Reduced |
| Associated Banc-Corp | 52,919 | $3.05M | 0.07% | −2,134−3.9% | Reduced |
| 1832 Asset Management L.P. | 52,979 | $3.05M | 0.00% | −71,335−57.4% | Reduced |
| Exit Wealth Advisors, LLC. | 53,008 | $3.05M | 1.39% | +8,037+17.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 53,391 | $3.08M | 0.18% | −242−0.5% | Reduced |
| Poehling Capital Management, LLC | 53,476 | $3.08M | 0.66% | −235−0.4% | Reduced |
| Shelter Mutual Insurance Co | 53,800 | $3.10M | 0.66% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 54,001 | $3.11M | 0.50% | +1,029+1.9% | Added |
| Venture Visionary Partners LLC | 54,007 | $3.11M | 0.09% | −41−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 54,193 | $3.12M | 0.08% | −491−0.9% | Reduced |
| Bonness Enterprises Inc | 54,300 | $3.13M | 1.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 51,758 | $3.13M | 0.05% | −8,153−13.6% | Reduced |
| Neo Ivy Capital Management | 54,404 | $3.13M | 0.72% | +28,744+112.0% | Added |
| Transcend Wealth Collective, LLC | 55,185 | $3.18M | 0.22% | +876+1.6% | Added |
| Atom Investors LP | 55,638 | $3.21M | 0.29% | −68,887−55.3% | Reduced |
| Ascent Group, LLC | 55,716 | $3.21M | 0.10% | +17,649+46.4% | Added |
| Cullen/Frost Bankers, Inc. | 56,089 | $3.23M | 0.03% | −127,141−69.4% | Reduced |
| GF Fund Management Co. Ltd. | 56,106 | $3.23M | 0.04% | +593+1.1% | Added |
| Asio Capital, LLC | 56,189 | $3.24M | 0.41% | +3,172+6.0% | Added |
| Carolina Wealth Advisors, LLC | 56,312 | $3.24M | 1.27% | −870−1.5% | Reduced |
| Foster & Motley Inc | 56,454 | $3.25M | 0.15% | +8,715+18.3% | Added |
| Hudson Bay Capital Management LP | 56,540 | $3.26M | 0.02% | +56,540 | New |
| Orographic Financial Advisors, LLC | 51,149 | $3.26M | 2.16% | −225−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 56,768 | $3.27M | 0.20% | −43−0.1% | Reduced |
| IFP Advisors, Inc | 57,120 | $3.29M | 0.06% | +4,844+9.3% | Added |
| Securian Asset Management, Inc | 54,255 | $3.30M | 0.12% | −991−1.8% | Reduced |
| National Asset Management, Inc. | 56,350 | $3.30M | 0.18% | +655+1.2% | Added |
| Capital International Ltd | 57,368 | $3.31M | 0.11% | +2,483+4.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 57,474 | $3.31M | 0.10% | −45,097−44.0% | Reduced |
| Boston Private Wealth LLC | 57,918 | $3.34M | 0.21% | −1,660−2.8% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 58,193 | $3.35M | 1.21% | −22,416−27.8% | Reduced |
| CenterBook Partners LP | 58,208 | $3.35M | 0.16% | +1,868+3.3% | Added |
| Four Tree Island Advisory LLC | 58,337 | $3.36M | 1.11% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 58,507 | $3.37M | 1.55% | +4,345+8.0% | Added |
| WealthCare Asset Management, LLC | 58,974 | $3.40M | 1.42% | +58,974 | New |
| Leelyn Smith, LLC | 59,312 | $3.42M | 0.42% | +1,221+2.1% | Added |
| Mission Wealth Management, LP | 59,419 | $3.42M | 0.04% | +30,267+103.8% | Added |
| Integras Partners LLC | 59,474 | $3.43M | 1.89% | +890+1.5% | Added |
| Wesleyan Assurance Society | 59,492 | $3.43M | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 59,835 | $3.45M | 0.06% | +59,835 | New |
| American Financial Group Inc | 60,000 | $3.46M | 1.22% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 60,305 | $3.47M | 0.07% | +5,738+10.5% | Added |
| Partners Capital Investment Group, LLP | 60,405 | $3.48M | 0.12% | −10,303−14.6% | Reduced |
| Truvestments Capital LLC | 60,684 | $3.50M | 0.52% | +1,464+2.5% | Added |
| Sippican Capital Advisors | 60,689 | $3.50M | 2.13% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61,042 | $3.52M | 0.09% | −50−0.1% | Reduced |
| MUFG Securities Americas Inc. | 61,504 | $3.54M | 0.18% | +5,154+9.1% | Added |
| Metis Global Partners, LLC | 61,550 | $3.55M | 0.08% | −32,454−34.5% | Reduced |
| Park Place Capital Corp | 61,611 | $3.55M | 0.56% | +57,682+1,468.1% | Added |
| Ostrum Asset Management | 61,627 | $3.55M | 0.17% | +7,529+13.9% | Added |
| Adviser Investments LLC | 61,642 | $3.55M | 0.03% | −7,667−11.1% | Reduced |
| Griffin Asset Management, Inc. | 61,710 | $3.56M | 0.37% | −80.0% | Reduced |
| Callan Family Office, LLC | 62,042 | $3.57M | 0.07% | +16,816+37.2% | Added |
| Moors & Cabot, Inc. | 62,967 | $3.63M | 0.14% | −4,873−7.2% | Reduced |
| Morningstar Investment Management LLC | 60,529 | $3.67M | 0.23% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 63,891 | $3.68M | 0.03% | −1,069−1.6% | Reduced |
| Novem Group | 64,002 | $3.69M | 0.37% | +55,701+671.0% | Added |
| Voleon Capital Management LP | 64,106 | $3.69M | 0.07% | +56,726+768.6% | Added |
| Axxcess Wealth Management, LLC | 64,132 | $3.70M | 0.06% | +64,132 | New |
| IFG Advisory, LLC | 64,156 | $3.70M | 0.13% | +64,156 | New |
| Tufton Capital Management | 64,310 | $3.71M | 0.62% | −60−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 60,440 | $3.72M | 0.07% | −3,706−5.8% | Reduced |
| Savvy Advisors, Inc. | 64,644 | $3.72M | 0.08% | +2,117+3.4% | Added |
| Jacobi Capital Management LLC | 64,849 | $3.74M | 0.18% | −1,042−1.6% | Reduced |
| 44 Wealth Management LLC | 65,070 | $3.75M | 1.24% | +20,843+47.1% | Added |
| Bull Harbor Capital LLC | 65,358 | $3.77M | 0.73% | +4,038+6.6% | Added |
| Fifth Third Wealth Advisors LLC | 65,413 | $3.77M | 0.11% | −9,765−13.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,473 | $3.77M | 0.04% | +311+0.5% | Added |