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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 4,959 | $285.7K | 0.01% | +151+3.1% | Added |
| Fundamentun, LLC | 4,978 | $286.9K | 0.01% | −31,286−86.3% | Reduced |
| Evermay Wealth Management LLC | 4,988 | $287.4K | 0.03% | +175+3.6% | Added |
| LCNB Corp | 4,990 | $287.5K | 0.09% | −200−3.9% | Reduced |
| Hudock, Inc. | 4,995 | $287.8K | 0.04% | +11+0.2% | Added |
| Clayton Financial Group LLC | 4,996 | $287.9K | 0.16% | −347−6.5% | Reduced |
| Morse Asset Management, Inc | 5,000 | $288.1K | 0.05% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 5,007 | $288.5K | 0.13% | +5+0.1% | Added |
| Ramirez Asset Management, Inc. | 5,016 | $289.0K | 0.03% | +4,800+2,222.2% | Added |
| CWC Advisors, LLC. | 5,034 | $290.1K | 0.13% | −15−0.3% | Reduced |
| Fairvoy Private Wealth, LLC | 5,053 | $291.2K | 0.06% | +61+1.2% | Added |
| WBH Advisory Inc | 5,057 | $291.4K | 0.02% | −200−3.8% | Reduced |
| Sound Income Strategies, LLC | 5,071 | $292.2K | 0.01% | +2,604+105.6% | Added |
| Capital Square, LLC | 5,085 | $292.8K | 0.13% | +35+0.7% | Added |
| Haven Private, LLC | 5,087 | $293.1K | 0.11% | −761−13.0% | Reduced |
| Paradigm Capital Management Inc | 5,100 | $293.9K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 5,102 | $294.0K | 0.09% | +854+20.1% | Added |
| BCS Wealth Management | 5,112 | $294.6K | 0.05% | −110−2.1% | Reduced |
| Sterneck Capital Management, LLC | 5,121 | $295.1K | 0.13% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 5,133 | $295.8K | 0.04% | −112−2.1% | Reduced |
| Prostatis Group LLC | 5,144 | $296.4K | 0.07% | +5,144 | New |
| Baker Tilly Wealth Management, LLC | 5,164 | $297.6K | 0.06% | −360−6.5% | Reduced |
| BIP Wealth, LLC | 5,180 | $298.5K | 0.01% | +580+12.6% | Added |
| Bell Bank | 5,182 | $298.6K | 0.01% | +68+1.3% | Added |
| IVC Wealth Advisors LLC | 5,201 | $299.7K | 0.12% | +6+0.1% | Added |
| JB Capital LLC | 5,202 | $299.7K | 0.01% | −386−6.9% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,230 | $301.4K | 0.09% | −22−0.4% | Reduced |
| Calton & Associates, Inc. | 5,244 | $302.2K | 0.04% | +5,244 | New |
| NBC Securities, Inc. | 5,250 | $302.5K | 0.02% | +97+1.9% | Added |
| Main Street Research LLC | 5,252 | $302.6K | 0.01% | −1,690−24.3% | Reduced |
| Abacus Wealth Partners, LLC | 5,259 | $303.0K | 0.03% | −4,121−43.9% | Reduced |
| Peddock Capital Advisors, LLC | 5,264 | $303.3K | 0.06% | +20.0% | Added |
| Relyea Zuckerberg Hanson LLC | 5,275 | $304.0K | 0.03% | −250−4.5% | Reduced |
| Gould Asset Management LLC | 5,277 | $304.1K | 0.05% | +400+8.2% | Added |
| JNBA Financial Advisors | 5,281 | $304.3K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,289 | $304.8K | 0.03% | −137−2.5% | Reduced |
| Portland Global Advisors LLC | 5,294 | $305.0K | 0.03% | +333+6.7% | Added |
| Private Wealth Partners, LLC | 5,300 | $305.4K | 0.02% | −300−5.4% | Reduced |
| Roof Eidam & Maycock | 5,300 | $305.4K | 0.06% | 00.0% | Unchanged |
| Corecam AG | 5,311 | $306.0K | 0.26% | +1,125+26.9% | Added |
| Tudor Financial Inc. | 5,318 | $306.4K | 0.14% | +12+0.2% | Added |
| Aegis Wealth Management LLC | 5,321 | $306.6K | 0.14% | +5,321 | New |
| First Interstate Bank | 5,328 | $307.0K | 0.02% | −91−1.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,329 | $307.1K | 0.15% | −200−3.6% | Reduced |
| Fielder Capital Group LLC | 5,332 | $307.2K | 0.07% | −2,173−29.0% | Reduced |
| BXM Wealth LLC | 5,350 | $308.3K | 0.17% | +5,350 | New |
| Howe & Rusling Inc | 5,350 | $308.3K | 0.02% | −59−1.1% | Reduced |
| First Bank & Trust | 5,353 | $308.4K | 0.05% | −37−0.7% | Reduced |
| Marble Wealth, LLC | 5,356 | $308.6K | 0.05% | +317+6.3% | Added |
| Symmetry Partners, LLC | 5,357 | $308.7K | 0.02% | −1,091−16.9% | Reduced |
| Forteris Wealth Management Inc. | 5,360 | $308.8K | 0.25% | −1,500−21.9% | Reduced |
| WSFS Capital Management, LLC | 5,366 | $309.2K | 0.01% | −68−1.3% | Reduced |
| Annex Advisory Services, LLC | 5,373 | $309.6K | 0.01% | +384+7.7% | Added |
| Safeguard Investment Advisory Group, LLC | 5,380 | $310.0K | 0.07% | +5,380 | New |
| Reuter James Wealth Management, LLC | 5,383 | $310.2K | 0.04% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 5,390 | $310.6K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,417 | $312.1K | 0.02% | −251−4.4% | Reduced |
| 111 Capital | 5,419 | $312.2K | 0.05% | +5,419 | New |
| Whalerock Point Partners, LLC | 5,424 | $312.5K | 0.05% | −110−2.0% | Reduced |
| Columbia Asset Management | 5,425 | $312.6K | 0.05% | 00.0% | Unchanged |
| Davis R M Inc | 5,425 | $312.6K | 0.00% | +1,180+27.8% | Added |
| PCM Encore, LLC | 5,425 | $312.6K | 0.05% | +62+1.2% | Added |
| GK Wealth Management LLC | 5,429 | $312.8K | 0.19% | +5,429 | New |
| Optas, LLC | 5,433 | $313.1K | 0.04% | −220−3.9% | Reduced |
| Orleans Capital Management Corp | 5,436 | $313.2K | 0.16% | +5,436 | New |
| One Wealth Advisors, LLC | 5,444 | $313.7K | 0.03% | +48+0.9% | Added |
| Walter & Keenan Financial Consulting Co | 5,457 | $314.4K | 0.08% | −71−1.3% | Reduced |
| Magnus Financial Group LLC | 5,467 | $315.0K | 0.02% | +507+10.2% | Added |
| Naviter Wealth, LLC | 5,476 | $315.5K | 0.03% | +1,543+39.2% | Added |
| Barrett & Company, Inc. | 5,493 | $316.5K | 0.09% | +105+1.9% | Added |
| Abacus Planning Group, Inc. | 5,517 | $317.9K | 0.04% | +9+0.2% | Added |
| Intesa Sanpaolo S.p.A. | 5,519 | $318.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,522 | $318.2K | 0.03% | −278−4.8% | Reduced |
| Traynor Capital Management, Inc. | 5,533 | $318.8K | 0.01% | −2,007−26.6% | Reduced |
| Lynx Investment Advisory | 5,540 | $319.2K | 0.10% | +67+1.2% | Added |
| Alan B. Lancz & Associates, Inc. | 5,550 | $319.8K | 0.28% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 6,357 | $320.4K | 0.00% | +915+16.8% | Added |
| Onefund, LLC | 5,565 | $320.7K | 0.18% | −31−0.6% | Reduced |
| One Capital Management, LLC | 5,291 | $320.9K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,572 | $321.0K | 0.02% | −579−9.4% | Reduced |
| MJP Associates Inc | 5,583 | $321.7K | 0.04% | +497+9.8% | Added |
| Pioneer Trust Bank N A | 5,610 | $323.2K | 0.07% | −320−5.4% | Reduced |
| LifeGoal Wealth Advisors | 5,618 | $323.7K | 0.15% | −1,206−17.7% | Reduced |
| Ferguson Shapiro LLC | 5,638 | $324.9K | 0.10% | +9+0.2% | Added |
| Advisors Management Group Inc | 5,643 | $325.0K | 0.05% | −7−0.1% | Reduced |
| Hutchinson Capital Management | 5,647 | $325.4K | 0.06% | +2,029+56.1% | Added |
| Compass Wealth Management LLC | 5,648 | $325.4K | 0.06% | +5,648 | New |
| Samalin Investment Counsel, LLC | 5,653 | $325.7K | 0.10% | +126+2.3% | Added |
| Wealth Architects, LLC | 5,655 | $325.8K | 0.03% | −106−1.8% | Reduced |
| Quarry LP | 5,660 | $326.1K | 0.05% | +5,660 | New |
| Elevated Capital Advisors, LLC | 5,669 | $326.6K | 0.09% | −1,923−25.3% | Reduced |
| LMCG Investments, LLC | 5,673 | $326.9K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,680 | $327.3K | 0.04% | +148+2.7% | Added |
| Providence First Trust Co | 5,695 | $328.1K | 0.09% | −4,144−42.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,696 | $328.2K | 0.01% | −576−9.2% | Reduced |
| Northwest Bancshares, Inc. | 5,700 | $328.4K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,683 | $329.0K | 0.09% | +930+19.6% | Added |
| Capital Investment Counsel, Inc | 5,713 | $329.2K | 0.04% | −100−1.7% | Reduced |
| Miramontes Capital, LLC | 5,715 | $329.3K | 0.10% | +115+2.1% | Added |
| River Wealth Advisors LLC | 5,718 | $329.5K | 0.03% | −40−0.7% | Reduced |