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; 2,529 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
- 2,529
- +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
- 1,005 more reduced
32 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 | 2,529 | $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 |
|---|---|---|---|---|---|
| Cornerstone Financial Management LLC | 294 | $16.9K | 0.01% | +119+68.0% | Added |
| Dorato Capital Management | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 300 | $17.3K | 0.01% | +7+2.4% | Added |
| Hoey Investments, Inc | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 310 | $17.9K | 0.01% | +310 | New |
| Winch Advisory Services, LLC | 311 | $17.9K | 0.00% | +4+1.3% | Added |
| YANKCOM Partnership | 322 | $18.6K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 323 | $18.6K | 0.01% | +73+29.2% | Added |
| Avion Wealth | 339 | $19.0K | 0.00% | +10+3.0% | Added |
| Cetera Trust Company, N.A | 330 | $19.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $19.3K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 343 | $19.8K | 0.00% | +343 | New |
| Horizon Financial Services, LLC | 357 | $20.6K | 0.01% | +357 | New |
| Cedar Mountain Advisors, LLC | 363 | $20.9K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 370 | $21.3K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 370 | $21.3K | 0.00% | +62+20.1% | Added |
| Main Street Group, LTD | 375 | $21.6K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 376 | $21.7K | 0.00% | +24+6.8% | Added |
| Tripletail Wealth Management, LLC | 376 | $21.9K | 0.03% | 00.0% | Unchanged |
| Atomic Invest LLC | 375 | $22.0K | 0.00% | −69−15.5% | Reduced |
| Ameliora Wealth Management Ltd. | 395 | $22.8K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 418 | $24.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 420 | $24.2K | 0.00% | −122−22.5% | Reduced |
| Navigoe, LLC | 445 | $25.0K | 0.01% | +45+11.3% | Added |
| Cape Investment Advisory, Inc. | 437 | $25.2K | 0.01% | +437 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 441 | $25.4K | 0.03% | 00.0% | Unchanged |
| MidFirst Bank | 443 | $25.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 449 | $25.9K | 0.01% | −60−11.8% | Reduced |
| Pinney & Scofield, Inc. | 450 | $25.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 455 | $26.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 457 | $26.3K | 0.01% | −560−55.1% | Reduced |
| Wellington-Altus USA Inc. | 435 | $26.4K | 0.02% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 460 | $26.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 470 | $27.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 492 | $28.3K | 0.02% | +1+0.2% | Added |
| Operose Advisors LLC | 500 | $28.8K | 0.01% | −338−40.3% | Reduced |
| Vermillion Wealth Management, Inc. | 500 | $28.8K | 0.01% | −251−33.4% | Reduced |
| Fortis Group Advisors, LLC | 500 | $28.8K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 504 | $29.0K | 0.01% | +504 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 507 | $29.2K | 0.01% | +80+18.7% | Added |
| POM Investment Strategies, LLC | 513 | $29.6K | 0.03% | −520−50.3% | Reduced |
| Avalon Trust Co | 521 | $30.0K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 525 | $30.3K | 0.02% | −9−1.7% | Reduced |
| Addison Advisors LLC | 549 | $31.6K | 0.01% | −3,568−86.7% | Reduced |
| Darwin Advisors, LLC | 569 | $32.8K | 0.01% | +6+1.1% | Added |
| Bayban | 575 | $33.1K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 579 | $33.4K | 0.02% | 00.0% | Unchanged |
| Groupe la Francaise | 590 | $33.4K | 0.00% | +501+562.9% | Added |
| Dogwood Wealth Management LLC | 597 | $34.4K | 0.01% | −97−14.0% | Reduced |
| Keb Asset Management, LLC | 600 | $34.6K | 0.01% | +600 | New |
| Decker Retirement Planning Inc. | 600 | $34.6K | 0.01% | +600 | New |
| Kilter Group LLC | 605 | $34.9K | 0.01% | +53+9.6% | Added |
| Arlington Trust Co LLC | 610 | $35.1K | 0.00% | +610 | New |
| Westend Capital Management, LLC | 611 | $35.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 620 | $35.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 640 | $36.9K | 0.00% | +8+1.3% | Added |
| Comprehensive Financial Planning, Inc. | 646 | $37.2K | 0.02% | +6+0.9% | Added |
| West Paces Advisors Inc. | 648 | $37.3K | 0.01% | +648 | New |
| Raleigh Capital Management Inc. | 649 | $37.4K | 0.01% | −45−6.5% | Reduced |
| Wolff Wiese Magana LLC | 655 | $37.7K | 0.02% | +1+0.2% | Added |
| TSFG, LLC | 657 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 684 | $39.4K | 0.01% | −6−0.9% | Reduced |
| ESL Trust Services, LLC | 700 | $40.3K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 708 | $40.8K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 717 | $41.3K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 718 | $41.4K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 721 | $41.5K | 0.02% | −182−20.2% | Reduced |
| Kerr Financial Planning Corp | 728 | $41.9K | 0.05% | +3+0.4% | Added |
| Sarver Vrooman Wealth Advisors | 747 | $42.7K | 0.03% | −20−2.6% | Reduced |
| Penserra Capital Management LLC | 754 | $43.0K | 0.00% | +583+340.9% | Added |
| Highland Investment Advisors LLC | 770 | $44.4K | 0.02% | +770 | New |
| Cornerstone Planning Group LLC | 744 | $45.2K | 0.01% | −57−7.1% | Reduced |
| Lipe & Dalton | 800 | $46.0K | 0.02% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 799 | $46.0K | 0.02% | +1+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 800 | $46.1K | 0.01% | +2+0.3% | Added |
| Albion Financial Group | 800 | $46.1K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 750 | $46.6K | 0.01% | +750 | New |
| DHJJ Financial Advisors, Ltd. | 825 | $47.5K | 0.01% | +3+0.4% | Added |
| Ares Financial Consulting, LLC | 829 | $47.8K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 852 | $49.1K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 862 | $49.7K | 0.01% | +42+5.1% | Added |
| HighMark Wealth Management LLC | 863 | $49.7K | 0.02% | −233−21.3% | Reduced |
| Gill Capital Partners, LLC | 865 | $49.8K | 0.01% | +351+68.3% | Added |
| Entrust Financial LLC | 870 | $50.1K | 0.03% | +6+0.7% | Added |
| Westfuller Advisors, LLC | 874 | $50.3K | 0.02% | +533+156.3% | Added |
| Frazier Financial Advisors, LLC | 883 | $50.9K | 0.03% | −13−1.5% | Reduced |
| Birchbrook, Inc. | 885 | $51.0K | 0.02% | −15,107−94.5% | Reduced |
| Security National Bank of Sioux City Iowa | 894 | $51.5K | 0.02% | +894 | New |
| REAP Financial Group, LLC | 916 | $52.8K | 0.01% | −69−7.0% | Reduced |
| Roble, Belko & Company, Inc | 919 | $53.0K | 0.01% | +8+0.9% | Added |
| Banque Transatlantique SA | 920 | $53.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 875 | $53.1K | 0.02% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 929 | $53.5K | 0.00% | +929 | New |
| Proathlete Wealth Management LLC | 930 | $53.6K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 930 | $53.6K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 939 | $54.1K | 0.05% | +13+1.4% | Added |
| Nexus Investment Management ULC | 953 | $54.9K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 972 | $56.0K | 0.04% | +55+6.0% | Added |
| Peterson Wealth Services | 979 | $56.4K | 0.01% | 00.0% | Unchanged |