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 |
|---|---|---|---|---|---|
| RS Crum Inc. | 6,570 | $378.6K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,574 | $378.8K | 0.17% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 5,800 | $379.0K | 0.13% | +70+1.2% | Added |
| Polymer Capital Management (US) LLC | 6,585 | $379.4K | 0.06% | +562+9.3% | Added |
| Cornerstone Advisory, LLC | 6,585 | $379.5K | 0.03% | +149+2.3% | Added |
| Inscription Capital, LLC | 6,601 | $380.3K | 0.03% | +1,310+24.8% | Added |
| Old Mission Investment Co LLC | 6,607 | $380.7K | 0.08% | −4−0.1% | Reduced |
| OneAscent Investment Solutions LLC | 6,609 | $380.8K | 0.36% | −68−1.0% | Reduced |
| Penbrook Management LLC | 6,615 | $381.2K | 0.24% | +365+5.8% | Added |
| Roundview Capital LLC | 6,618 | $381.3K | 0.02% | −75−1.1% | Reduced |
| Anchyra Partners LLC | 6,625 | $381.7K | 0.09% | −304−4.4% | Reduced |
| XTX Topco Ltd | 6,627 | $381.8K | 0.00% | −2,312−25.9% | Reduced |
| Argyle Capital Partners, LLC | 6,628 | $381.9K | 0.24% | +146+2.3% | Added |
| TMB Capital Partners, LLC | 6,630 | $382.0K | 0.12% | +18+0.3% | Added |
| Narus Financial Partners, LLC | 6,636 | $382.4K | 0.10% | +75+1.1% | Added |
| CNB Bank | 6,647 | $383.0K | 0.15% | −99−1.5% | Reduced |
| Boston Research & Management Inc | 6,660 | $383.8K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,661 | $383.8K | 0.17% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,663 | $383.9K | 0.04% | −699−9.5% | Reduced |
| Coastline Trust Co | 6,665 | $384.0K | 0.03% | −565−7.8% | Reduced |
| Capstone Wealth Management, LLC | 6,667 | $384.2K | 0.18% | +6,667 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,673 | $384.5K | 0.04% | +80+1.2% | Added |
| FourThought Financial Partners, LLC | 6,683 | $385.1K | 0.03% | −516−7.2% | Reduced |
| Sterling Wealth Management, Inc. | 6,686 | $385.2K | 0.10% | −122−1.8% | Reduced |
| Wilkins Investment Counsel Inc | 6,700 | $386.1K | 0.05% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,717 | $387.0K | 0.13% | +484+7.8% | Added |
| Valley Brook Capital Group | 6,770 | $390.1K | 0.22% | 00.0% | Unchanged |
| Headinvest, LLC | 6,791 | $391.3K | 0.07% | −495−6.8% | Reduced |
| Resurgent Financial Advisors LLC | 6,796 | $391.6K | 0.11% | +2,702+66.0% | Added |
| Empower Advisory Group, LLC | 6,799 | $391.7K | 0.00% | −441−6.1% | Reduced |
| Arvest Investments, Inc. | 6,805 | $392.2K | 0.05% | −126−1.8% | Reduced |
| King Wealth | 6,843 | $394.0K | 0.04% | +31+0.5% | Added |
| Novare Capital Management LLC | 6,865 | $395.6K | 0.03% | +2,525+58.2% | Added |
| Westside Investment Management, Inc. | 6,884 | $396.7K | 0.05% | +411+6.3% | Added |
| Souders Financial Advisors | 6,899 | $397.5K | 0.04% | −1,193−14.7% | Reduced |
| PW Nova Financial Services LLC | 6,932 | $399.4K | 0.09% | −426−5.8% | Reduced |
| Boltwood Capital Management | 6,937 | $399.7K | 0.09% | +972+16.3% | Added |
| PDS Planning, Inc | 6,958 | $400.9K | 0.02% | −58−0.8% | Reduced |
| SGL Investment Advisors, Inc. | 6,206 | $402.4K | 0.14% | +6,206 | New |
| Duncan Williams Asset Management, LLC | 6,988 | $402.6K | 0.09% | −122−1.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,008 | $403.8K | 0.03% | +1,255+21.8% | Added |
| Sax Wealth Advisors, LLC | 6,662 | $404.0K | 0.02% | −684−9.3% | Reduced |
| First County Bank | 7,016 | $404.3K | 0.19% | −535−7.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,023 | $404.7K | 0.02% | 00.0% | Unchanged |
| Severin Investments, LLC | 7,029 | $405.0K | 0.31% | +275+4.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,036 | $405.4K | 0.15% | +7+0.1% | Added |
| Group One Trading, L.P. | 7,041 | $405.7K | 0.01% | +7,041 | New |
| Bank of New Hampshire | 7,042 | $405.8K | 0.08% | −10−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,050 | $406.2K | 0.03% | −232−3.2% | Reduced |
| Vaughan David Investments LLC | 7,066 | $407.0K | 0.01% | −150−2.1% | Reduced |
| William B. Walkup & Associates, Inc. | 7,074 | $407.6K | 0.20% | +2,138+43.3% | Added |
| TownSquare Capital, LLC | 7,107 | $409.5K | 0.08% | +413+6.2% | Added |
| Laurel Wealth Advisors LLC | 7,150 | $412.0K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,151 | $412.1K | 0.05% | −134−1.8% | Reduced |
| North Star Asset Management Inc | 7,161 | $412.6K | 0.02% | −325−4.3% | Reduced |
| TBH Global Asset Management, LLC | 7,162 | $412.7K | 0.08% | +20.0% | Added |
| McLaughlin Asset Management, Inc. | 7,176 | $413.5K | 0.28% | +736+11.4% | Added |
| Perkins Capital Management Inc | 7,180 | $413.7K | 0.33% | −250−3.4% | Reduced |
| Alhambra Investment Partners LLC | 7,185 | $414.0K | 0.18% | +117+1.7% | Added |
| New South Capital Management Inc | 7,189 | $414.2K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 7,190 | $414.3K | 0.15% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,200 | $414.9K | 0.02% | −14−0.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 7,207 | $415.3K | 0.19% | −122−1.7% | Reduced |
| Albert D Mason Inc | 7,218 | $415.9K | 0.24% | 00.0% | Unchanged |
| State of Wyoming | 7,237 | $417.0K | 0.04% | +3,872+115.1% | Added |
| Axim Planning & Wealth | 7,238 | $417.1K | 0.59% | −189−2.5% | Reduced |
| Invested Advisors | 7,241 | $417.2K | 0.37% | −148−2.0% | Reduced |
| First National Bank | 7,257 | $418.1K | 0.16% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 7,258 | $418.3K | 0.19% | +225+3.2% | Added |
| Causey Wealth LLC | 7,262 | $418.4K | 0.16% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 7,279 | $419.4K | 0.04% | −4,259−36.9% | Reduced |
| Allred Capital Management, LLC | 7,287 | $419.9K | 0.14% | −44−0.6% | Reduced |
| Am Investment Strategies LLC | 7,289 | $420.0K | 0.08% | +15+0.2% | Added |
| Trustco Bank Corp N Y | 7,300 | $420.6K | 0.31% | +829+12.8% | Added |
| Guardian Investment Management | 7,300 | $420.8K | 0.29% | −250−3.3% | Reduced |
| Maridea Wealth Management LLC | 7,309 | $421.1K | 0.05% | −927−11.3% | Reduced |
| Saranac Partners Ltd | 7,311 | $421.3K | 0.14% | +130+1.8% | Added |
| Flagship Wealth Advisors, LLC | 7,331 | $422.4K | 0.09% | +723+10.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,335 | $422.6K | 0.12% | +885+13.7% | Added |
| McLean Asset Management Corp | 6,472 | $422.7K | 0.06% | −68−1.0% | Reduced |
| HCR Wealth Advisors | 7,365 | $424.4K | 0.04% | +7,365 | New |
| Dumont & Blake Investment Advisors LLC | 7,378 | $425.1K | 0.10% | −168−2.2% | Reduced |
| Commons Capital, LLC | 7,414 | $427.2K | 0.30% | −30.0% | Reduced |
| Northstar Group, Inc. | 7,442 | $428.8K | 0.06% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 7,470 | $430.4K | 0.01% | −286−3.7% | Reduced |
| Calamos Wealth Management LLC | 7,517 | $433.1K | 0.01% | −1,112−12.9% | Reduced |
| McDaniel Terry & Co | 7,519 | $433.2K | 0.03% | −800−9.6% | Reduced |
| Lawood & Co | 7,561 | $435.7K | 0.30% | −464−5.8% | Reduced |
| Chilton Investment Co LLC | 7,562 | $435.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,585 | $437.0K | 0.04% | +2,142+39.4% | Added |
| Arista Wealth Management, LLC | 7,585 | $437.0K | 0.05% | +4+0.1% | Added |
| Atala Financial Inc | 7,592 | $437.5K | 0.27% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 7,606 | $438.3K | 0.13% | +7,606 | New |
| Engineers Gate Manager LP | 7,620 | $439.1K | 0.01% | −19,528−71.9% | Reduced |
| Natural Investments, LLC | 7,650 | $440.0K | 0.10% | −242−3.1% | Reduced |
| Venturi Wealth Management, LLC | 7,650 | $440.8K | 0.02% | +1,578+26.0% | Added |
| Evergreen Wealth Solutions, LLC | 6,821 | $441.0K | 0.02% | +1,529+28.9% | Added |
| Legacy Private Trust Co. | 7,655 | $441.1K | 0.02% | −570−6.9% | Reduced |
| Enterprise Financial Services Corp | 7,683 | $442.7K | 0.18% | +682+9.7% | Added |
| Heritage Wealth Management, Inc. | 7,708 | $444.1K | 0.11% | +7,708 | New |