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 |
|---|---|---|---|---|---|
| Exeter Financial, LLC | 3,724 | $214.6K | 0.08% | −277−6.9% | Reduced |
| Clark Asset Management, LLC | 3,726 | $214.7K | 0.02% | +309+9.0% | Added |
| Stony Point Wealth Management Inc. | 3,730 | $214.9K | 0.08% | +10.0% | Added |
| Vistica Wealth Advisors, LLC | 3,731 | $215.0K | 0.19% | −790−17.5% | Reduced |
| Woodward Diversified Capital, LLC | 3,744 | $215.7K | 0.10% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 3,749 | $216.0K | 0.03% | −550−12.8% | Reduced |
| Compass Ion Advisors, LLC | 3,752 | $216.2K | 0.02% | −37−1.0% | Reduced |
| Creative Financial Designs Inc | 3,756 | $216.4K | 0.01% | +687+22.4% | Added |
| Vantus Wealth LLC | 3,760 | $216.7K | 0.12% | +3,760 | New |
| Kaufman Rossin Wealth, LLC | 3,743 | $216.9K | 0.10% | −568−13.2% | Reduced |
| LeConte Wealth Management, LLC | 3,764 | $216.9K | 0.12% | +3,764 | New |
| Paul Damon & Associates, Inc. | 3,764 | $216.9K | 0.08% | +3,764 | New |
| Arrow Financial Corp | 3,765 | $216.9K | 0.02% | −566−13.1% | Reduced |
| Charles Schwab Trust Co | 3,775 | $217.5K | 0.01% | +400+11.9% | Added |
| Paulson Wealth Management Inc. | 3,777 | $217.6K | 0.05% | +3,777 | New |
| Shepherd Financial Partners LLC | 3,784 | $218.0K | 0.02% | −487−11.4% | Reduced |
| Berger Financial Group, Inc | 3,784 | $218.1K | 0.01% | −245−6.1% | Reduced |
| May Hill Capital, LLC | 3,793 | $218.6K | 0.05% | −202−5.1% | Reduced |
| Mattern Wealth Management LLC | 3,800 | $219.0K | 0.04% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 3,803 | $219.1K | 0.04% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 3,805 | $219.3K | 0.11% | +72+1.9% | Added |
| Caitlin John, LLC | 3,822 | $220.2K | 0.12% | −957−20.0% | Reduced |
| Curat Global, LLC | 2,723 | $220.3K | 0.19% | −1,100−28.8% | Reduced |
| Chase Investment Counsel Corp | 3,838 | $221.0K | 0.05% | 00.0% | Unchanged |
| MFA Wealth Services | 3,836 | $221.0K | 0.13% | −4,661−54.9% | Reduced |
| American Trust Investment Advisors, LLC | 3,855 | $222.1K | 0.11% | +162+4.4% | Added |
| Ramiah Investment Group | 3,867 | $222.8K | 0.17% | −141−3.5% | Reduced |
| CMG Global Holdings, LLC | 3,869 | $222.9K | 0.09% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,874 | $223.2K | 0.12% | 00.0% | Unchanged |
| Somerville Kurt F | 3,875 | $223.3K | 0.05% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 3,879 | $223.5K | 0.17% | −78−2.0% | Reduced |
| Granite Harbor Advisors, Inc. | 3,887 | $224.0K | 0.09% | +217+5.9% | Added |
| DDFG, Inc | 3,896 | $224.5K | 0.04% | +2+0.1% | Added |
| Werba Rubin Papier Wealth Management | 3,904 | $224.9K | 0.03% | +455+13.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,904 | $224.9K | 0.06% | +468+13.6% | Added |
| Omnia Family Wealth, LLC | 3,907 | $225.1K | 0.06% | +428+12.3% | Added |
| Falcon Wealth Planning | 3,907 | $225.1K | 0.01% | −659−14.4% | Reduced |
| Howard Financial Services, Ltd. | 3,908 | $225.2K | 0.02% | +138+3.7% | Added |
| Solitude Financial Services | 3,910 | $225.3K | 0.06% | −1,700−30.3% | Reduced |
| Elyxium Wealth, LLC | 3,912 | $225.4K | 0.02% | +3,912 | New |
| Atlas Wealth LLC | 3,915 | $225.6K | 0.03% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 3,922 | $226.0K | 0.22% | −789−16.7% | Reduced |
| Ellis Investment Partners, LLC | 3,923 | $226.1K | 0.03% | −760−16.2% | Reduced |
| Sidoxia Capital Management, LLC | 3,925 | $226.2K | 0.17% | −116−2.9% | Reduced |
| Prosperity Bancshares Inc | 3,927 | $226.3K | 0.15% | +1,176+42.7% | Added |
| Barnes Wealth Management Group, Inc | 3,931 | $226.5K | 0.10% | −34−0.9% | Reduced |
| Sandy Cove Advisors, LLC | 3,932 | $226.6K | 0.06% | +176+4.7% | Added |
| Intelligence Driven Advisers, LLC | 3,940 | $227.0K | 0.04% | −1,265−24.3% | Reduced |
| Ethos Financial Group, LLC | 3,559 | $227.1K | 0.02% | +127+3.7% | Added |
| Iron Financial, LLC | 3,949 | $227.6K | 0.09% | +258+7.0% | Added |
| Bluefin Capital Management, LLC | 3,950 | $227.6K | 0.07% | −6,350−61.7% | Reduced |
| Resolute Wealth Strategies, LLC | 3,952 | $227.7K | 0.09% | +536+15.7% | Added |
| Eagle Wealth Strategies LLC | 3,953 | $227.8K | 0.09% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 3,953 | $227.8K | 0.11% | −81−2.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,957 | $228.0K | 0.14% | +3+0.1% | Added |
| One Wealth Capital Management, LLC | 3,960 | $228.2K | 0.06% | +3,960 | New |
| Tiemann Investment Advisors, LLC | 3,961 | $228.2K | 0.08% | −60−1.5% | Reduced |
| Wealth Management Associates, Inc. | 3,965 | $228.5K | 0.06% | +7+0.2% | Added |
| Delta Investment Management, LLC | 3,982 | $229.4K | 0.04% | −6−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 3,984 | $229.5K | 0.04% | −613−13.3% | Reduced |
| Revolve Wealth Partners, LLC | 3,987 | $229.7K | 0.02% | +142+3.7% | Added |
| Shrier Wealth Management, LLC | 3,996 | $230.3K | 0.08% | +146+3.8% | Added |
| Moment Partners, LLC | 4,000 | $230.5K | 0.04% | −633−13.7% | Reduced |
| Snowwater Investment Partners, LLC | 4,000 | $230.5K | 0.16% | −10.0% | Reduced |
| CFM Wealth Partners LLC | 4,000 | $230.5K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,002 | $230.6K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,009 | $231.0K | 0.01% | −601−13.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,014 | $231.3K | 0.02% | −4,170−51.0% | Reduced |
| Centennial Wealth Advisory LLC | 4,016 | $231.4K | 0.05% | +32+0.8% | Added |
| MQS Management LLC | 4,034 | $232.4K | 0.28% | +4,034 | New |
| Canopy Partners, LLC | 4,035 | $232.5K | 0.07% | −415−9.3% | Reduced |
| Greenwich Wealth Management LLC | 4,071 | $235.0K | 0.01% | −1,445−26.2% | Reduced |
| Successful Portfolios LLC | 4,077 | $235.2K | 0.11% | +7+0.2% | Added |
| Regatta Capital Group, LLC | 4,091 | $235.7K | 0.03% | −165−3.9% | Reduced |
| ProVise Management Group, LLC | 4,099 | $236.2K | 0.02% | +19+0.5% | Added |
| Kidder Stephen W | 4,100 | $236.2K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,132 | $238.1K | 0.05% | +6+0.1% | Added |
| Presilium Private Wealth, LLC | 4,137 | $238.4K | 0.04% | +4,137 | New |
| Kercheville Advisors, LLC | 4,147 | $239.0K | 0.07% | +110+2.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 4,148 | $239.0K | 0.19% | +427+11.5% | Added |
| Gryphon Financial Partners LLC | 4,157 | $239.5K | 0.02% | +4,157 | New |
| KC Investment Advisors, LLC | 4,158 | $239.6K | 0.05% | +4,158 | New |
| Alpha Family Trust | 4,160 | $239.7K | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 4,160 | $239.7K | 0.04% | −140−3.3% | Reduced |
| Abc Arbitrage SA | 4,164 | $239.9K | 0.03% | +4,164 | New |
| Klingman & Associates, LLC | 4,166 | $240.0K | 0.01% | +52+1.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 4,170 | $240.3K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,171 | $240.3K | 0.04% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 4,175 | $240.6K | 0.19% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,180 | $240.9K | 0.01% | −248−5.6% | Reduced |
| Westover Capital Advisors, LLC | 4,182 | $241.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4,210 | $242.6K | 0.01% | +4,210 | New |
| Charter Capital Management, LLC | 4,211 | $242.6K | 0.11% | −250−5.6% | Reduced |
| KPP Advisory Services LLC | 4,213 | $242.7K | 0.03% | −122−2.8% | Reduced |
| Good Steward Wealth Advisors,LLC | 4,219 | $243.1K | 0.15% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,220 | $243.2K | 0.10% | −2,219−34.5% | Reduced |
| Crews Bank & Trust | 4,221 | $243.2K | 0.03% | −169−3.8% | Reduced |
| First National Bank of Omaha | 4,165 | $243.9K | 0.01% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,236 | $244.1K | 0.01% | −919−17.8% | Reduced |
| Kickstand Ventures, LLC. | 4,240 | $244.3K | 0.04% | +65+1.6% | Added |