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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 5,722 | $329.7K | 0.00% | +63+1.1% | Added |
| Bailard, Inc. | 5,724 | $329.8K | 0.01% | −100−1.7% | Reduced |
| Pacitti Group Inc. | 5,727 | $330.0K | 0.10% | +10.0% | Added |
| Monticello Wealth Management, LLC | 5,736 | $330.5K | 0.02% | +1,291+29.0% | Added |
| Zeit Capital LLC | 2,028 | $330.8K | 0.20% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,755 | $331.6K | 0.02% | −1,700−22.8% | Reduced |
| Amussen Hunsaker Associates LLC | 5,760 | $331.9K | 0.03% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,725 | $331.9K | 0.10% | −213−3.6% | Reduced |
| Midland Wealth Advisors LLC | 5,774 | $332.7K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,781 | $333.1K | 0.04% | −30−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 5,782 | $333.2K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,786 | $333.4K | 0.08% | −55−0.9% | Reduced |
| Chancellor Financial Group WB LP | 5,792 | $333.7K | 0.21% | +107+1.9% | Added |
| Continuum Advisory, LLC | 5,810 | $334.8K | 0.03% | +5,810 | New |
| Polar Asset Management Partners Inc. | 5,827 | $335.8K | 0.01% | +5,827 | New |
| West Wealth Group, LLC | 5,833 | $336.1K | 0.05% | +5,833 | New |
| Zuckerman Investment Group, LLC | 5,844 | $336.7K | 0.03% | +454+8.4% | Added |
| Gradient Investments LLC | 5,854 | $337.3K | 0.00% | −367−5.9% | Reduced |
| Catalytic Wealth RIA, LLC | 5,864 | $337.9K | 0.02% | −32,233−84.6% | Reduced |
| Palacios Wealth Management, LLC | 5,866 | $338.0K | 0.20% | −301−4.9% | Reduced |
| Tilson Financial Group, Inc. | 5,868 | $338.1K | 0.09% | −582−9.0% | Reduced |
| Silvant Capital Management LLC | 5,887 | $339.2K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5,889 | $339.3K | 0.19% | +4,694+392.8% | Added |
| Mitchell Sinkler & Starr | 5,917 | $340.9K | 0.14% | −53−0.9% | Reduced |
| Spire Wealth Management | 5,931 | $341.7K | 0.01% | −742−11.1% | Reduced |
| Mendel Money Management | 5,935 | $342.0K | 0.13% | −2,720−31.4% | Reduced |
| Trilogy Capital Inc. | 5,935 | $342.0K | 0.01% | +281+5.0% | Added |
| OneAscent Wealth Management LLC | 5,943 | $342.4K | 0.10% | +33+0.6% | Added |
| BCJ Capital Management, LLC | 5,945 | $342.6K | 0.02% | +418+7.6% | Added |
| GHP Investment Advisors, Inc. | 5,952 | $343.0K | 0.01% | −400−6.3% | Reduced |
| Precedent Wealth Partners, LLC | 5,954 | $343.1K | 0.06% | +5,954 | New |
| Haven Capital Group, Inc. | 5,958 | $343.3K | 0.28% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 5,962 | $343.5K | 0.06% | −500−7.7% | Reduced |
| SHP Wealth Management | 5,964 | $343.6K | 0.02% | +91+1.5% | Added |
| Kapstone Financial Advisors LLC | 5,977 | $344.4K | 0.14% | −398−6.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 5,978 | $344.5K | 0.15% | −170−2.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 5,985 | $344.9K | 0.15% | +738+14.1% | Added |
| ETF Store, Inc. | 5,995 | $345.5K | 0.29% | +40+0.7% | Added |
| Dash Acquisitions Inc. | 5,425 | $345.6K | 0.07% | +25+0.5% | Added |
| Trace Wealth Advisors, LLC | 6,000 | $345.7K | 0.23% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,000 | $346.0K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 6,015 | $346.6K | 0.08% | +35+0.6% | Added |
| Cozad Asset Management Inc | 6,019 | $346.8K | 0.02% | −344−5.4% | Reduced |
| Kavar Capital Partners Group, LLC | 6,028 | $347.3K | 0.04% | +1,226+25.5% | Added |
| Evelyn Partners Group Ltd | 6,031 | $347.5K | 0.01% | +6,031 | New |
| SmartHarvest Portfolios, LLC | 6,040 | $348.0K | 0.11% | +2,741+83.1% | Added |
| Ironwood Investment Management LLC | 6,047 | $348.4K | 0.12% | 00.0% | Unchanged |
| Income Insurance Ltd | 6,049 | $348.5K | 0.21% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,050 | $348.6K | 0.02% | +1,302+27.4% | Added |
| Salzhauer Michael | 6,053 | $348.8K | 0.13% | −5,800−48.9% | Reduced |
| PKS Advisory Services, LLC | 6,055 | $348.8K | 0.06% | +551+10.0% | Added |
| Summit Asset Management, LLC | 6,059 | $349.1K | 0.04% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 6,061 | $349.2K | 0.10% | −377−5.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,072 | $349.9K | 0.07% | −246−3.9% | Reduced |
| Wealthquest Corp | 6,075 | $350.0K | 0.02% | +204+3.5% | Added |
| Jim Saulnier & Associates, LLC | 6,076 | $350.1K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,082 | $350.4K | 0.02% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 6,119 | $352.6K | 0.24% | −165−2.6% | Reduced |
| Alessandra Capital Management, LLC | 6,125 | $352.9K | 0.25% | +25+0.4% | Added |
| Shufro Rose & Co LLC | 6,140 | $353.8K | 0.02% | +440+7.7% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,154 | $354.6K | 0.79% | −7−0.1% | Reduced |
| Alta Wealth Advisors LLC | 6,179 | $356.0K | 0.10% | −638−9.4% | Reduced |
| Keating Investment Counselors Inc | 6,182 | $356.2K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,183 | $356.3K | 0.01% | +410+7.1% | Added |
| Rexford Capital Inc | 6,206 | $357.6K | 0.22% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,236 | $359.3K | 0.06% | −2,938−32.0% | Reduced |
| Proficio Capital Partners LLC | 6,240 | $359.5K | 0.01% | +6,240 | New |
| ORG Wealth Partners, LLC | 6,242 | $359.6K | 0.05% | +1,279+25.8% | Added |
| Professional Financial Solutions LLC | 6,243 | $359.7K | 0.28% | −17−0.3% | Reduced |
| NWF Advisory Services Inc. | 6,255 | $360.4K | 0.03% | −310−4.7% | Reduced |
| Chesapeake Wealth Management | 6,265 | $361.0K | 0.10% | −103−1.6% | Reduced |
| Grace & White Inc | 6,293 | $362.6K | 0.06% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 6,294 | $362.7K | 0.35% | +64+1.0% | Added |
| Vicus Capital | 6,303 | $363.2K | 0.02% | +1,998+46.4% | Added |
| Hohimer Wealth Management, LLC | 6,314 | $363.8K | 0.04% | +13+0.2% | Added |
| Embree Financial Group | 6,342 | $365.4K | 0.04% | −340−5.1% | Reduced |
| Cross Staff Investments Inc | 6,350 | $365.9K | 0.22% | +146+2.4% | Added |
| Todd Asset Management LLC | 6,350 | $365.9K | 0.01% | 00.0% | Unchanged |
| waypoint wealth counsel | 6,351 | $365.9K | 0.23% | −9,269−59.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,364 | $366.7K | 0.06% | +332+5.5% | Added |
| Eagle Bay Advisors LLC | 6,368 | $366.9K | 0.27% | −93−1.4% | Reduced |
| Family Wealth Partners, LLC | 6,383 | $367.8K | 0.11% | −1,340−17.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 6,400 | $368.8K | 0.12% | +969+17.8% | Added |
| McAdam, LLC | 6,403 | $368.9K | 0.01% | +1,550+31.9% | Added |
| Northeast Investment Management | 6,407 | $369.2K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,410 | $369.3K | 0.07% | +10.0% | Added |
| Keystone Wealth Services, LLC | 6,410 | $369.3K | 0.07% | −211−3.2% | Reduced |
| Hilltop National Bank | 6,422 | $370.0K | 0.08% | −2,900−31.1% | Reduced |
| WoodTrust Financial Corp | 6,435 | $371.0K | 0.04% | +9+0.1% | Added |
| Main Street Financial Solutions, LLC | 6,448 | $371.5K | 0.02% | +508+8.6% | Added |
| Storen Legacy Partners, LLC | 6,451 | $371.7K | 0.10% | −485−7.0% | Reduced |
| Fort Point Capital Partners LLC | 6,458 | $372.1K | 0.04% | −144−2.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,462 | $372.4K | 0.02% | +36+0.6% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 6,474 | $373.0K | 0.30% | +646+11.1% | Added |
| Verition Fund Management LLC | 6,487 | $373.8K | 0.00% | +6,487 | New |
| Ritter Daniher Financial Advisory LLC | 6,513 | $375.3K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6,519 | $375.6K | 0.06% | +610+10.3% | Added |
| Advisory Alpha, LLC | 6,527 | $376.1K | 0.01% | −993−13.2% | Reduced |
| Valmark Advisers, Inc. | 6,530 | $376.3K | 0.00% | −200−3.0% | Reduced |
| Broadwater Capital Management LLC | 6,545 | $377.1K | 0.27% | −1,185−15.3% | Reduced |