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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 30,189 | $1.74M | 0.14% | −2,960−8.9% | Reduced |
| Rathbone Brothers plc | 29,904 | $1.72M | 0.01% | −1,836−5.8% | Reduced |
| Change Path, LLC | 29,888 | $1.72M | 0.04% | −296−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 29,784 | $1.72M | 0.04% | +753+2.6% | Added |
| Iowa State Bank | 29,634 | $1.71M | 0.29% | −794−2.6% | Reduced |
| Intrust Bank NA | 29,497 | $1.70M | 0.13% | +444+1.5% | Added |
| Level Four Advisory Services, LLC | 29,492 | $1.70M | 0.05% | −7,225−19.7% | Reduced |
| Flagship Harbor Advisors, LLC | 29,492 | $1.70M | 0.07% | −317−1.1% | Reduced |
| Mount Vernon Associates Inc | 29,429 | $1.70M | 1.11% | −2,500−7.8% | Reduced |
| Qtron Investments LLC | 29,328 | $1.69M | 0.23% | +9,629+48.9% | Added |
| Exchange Bank | 29,306 | $1.69M | 1.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 29,270 | $1.69M | 0.06% | −849−2.8% | Reduced |
| Stratos Wealth Advisors, LLC | 29,183 | $1.68M | 0.09% | +3,025+11.6% | Added |
| United Community Bank | 28,994 | $1.67M | 0.52% | +670+2.4% | Added |
| Coastwise Capital Group, LLC | 28,961 | $1.67M | 0.97% | +470+1.6% | Added |
| Gsa Capital Partners LLP | 28,898 | $1.67M | 0.10% | +28,898 | New |
| Machina Capital S.A.S. | 28,863 | $1.66M | 0.26% | +10,481+57.0% | Added |
| Altfest L J & Co Inc | 28,858 | $1.66M | 0.16% | +996+3.6% | Added |
| United Bank | 28,828 | $1.66M | 0.51% | +470+1.7% | Added |
| Parcion Private Wealth LLC | 28,719 | $1.65M | 0.09% | −470−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 28,598 | $1.65M | 0.06% | −7,572−20.9% | Reduced |
| McDonald Partners LLC | 28,302 | $1.63M | 0.40% | −81,087−74.1% | Reduced |
| Bahl & Gaynor Inc | 28,240 | $1.63M | 0.01% | −1,982−6.6% | Reduced |
| Parallel Advisors, LLC | 28,237 | $1.63M | 0.02% | −1,841−6.1% | Reduced |
| United Advisor Group, LLC | 28,224 | $1.63M | 0.17% | +677+2.5% | Added |
| Premier Path Wealth Partners, LLC | 28,219 | $1.63M | 0.19% | −1,680−5.6% | Reduced |
| WBI Investments | 28,151 | $1.62M | 0.40% | −12,674−31.0% | Reduced |
| Roman Butler Fullerton & Co | 27,189 | $1.61M | 0.38% | +3,701+15.8% | Added |
| Fidelis Capital Partners, LLC | 27,994 | $1.61M | 0.09% | +857+3.2% | Added |
| Sagespring Wealth Partners, LLC | 27,871 | $1.61M | 0.02% | +2,524+10.0% | Added |
| Quadrant Capital Group LLC | 27,838 | $1.60M | 0.04% | −6,393−18.7% | Reduced |
| Eastern Bank | 27,740 | $1.60M | 0.02% | −4,760−14.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 27,548 | $1.59M | 0.03% | −3,930−12.5% | Reduced |
| Nemes Rush Group LLC | 27,548 | $1.59M | 0.13% | +1,850+7.2% | Added |
| Private Trust Co NA | 27,491 | $1.58M | 0.13% | −316−1.1% | Reduced |
| Dudley Capital Management, LLC | 27,476 | $1.58M | 0.63% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 27,444 | $1.58M | 0.11% | +439+1.6% | Added |
| Little House Capital LLC | 27,412 | $1.58M | 0.35% | +540+2.0% | Added |
| Resources Management Corp | 27,375 | $1.58M | 0.20% | −200−0.7% | Reduced |
| Sentinus, LLC | 27,347 | $1.58M | 0.13% | −2,622−8.7% | Reduced |
| Profund Advisors LLC | 27,302 | $1.57M | 0.04% | +682+2.6% | Added |
| Segall Bryant & Hamill, LLC | 27,228 | $1.57M | 0.02% | −13,235−32.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 27,186 | $1.57M | 0.38% | +2,111+8.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 27,062 | $1.56M | 0.04% | +1,999+8.0% | Added |
| GFS Advisors, LLC | 26,720 | $1.56M | 0.18% | −255−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 27,000 | $1.56M | 0.09% | +5,400+25.0% | Added |
| Wealth Quarterback LLC | 26,938 | $1.55M | 0.48% | −164−0.6% | Reduced |
| Burns J W & Co Inc | 26,774 | $1.54M | 0.16% | −315−1.2% | Reduced |
| Silver Lake Advisory, LLC | 26,769 | $1.54M | 0.55% | −1,729−6.1% | Reduced |
| CacheTech Inc. | 26,692 | $1.54M | 0.25% | +10,976+69.8% | Added |
| Alpha Omega Wealth Management LLC | 26,593 | $1.53M | 0.23% | −200−0.7% | Reduced |
| Tower Bridge Advisors | 26,527 | $1.53M | 0.14% | +79+0.3% | Added |
| Delta Financial Advisors LLC | 26,459 | $1.52M | 0.36% | +130.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 26,443 | $1.52M | 0.38% | +325+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 26,390 | $1.52M | 0.13% | +731+2.8% | Added |
| Bragg Financial Advisors, Inc | 26,357 | $1.52M | 0.04% | −2,528−8.8% | Reduced |
| Citizens National Bank Trust Department | 26,349 | $1.52M | 0.22% | −25−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 26,235 | $1.51M | 0.18% | −923−3.4% | Reduced |
| First National Bank & Trust Co of Newtown | 23,078 | $1.51M | 0.31% | −542−2.3% | Reduced |
| Peoples Financial Services Corp. | 26,066 | $1.50M | 0.65% | +388+1.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 26,049 | $1.50M | 0.03% | −1,068−3.9% | Reduced |
| Larson Financial Group LLC | 25,994 | $1.50M | 0.04% | −7,023−21.3% | Reduced |
| Corundum Group, Inc. | 25,813 | $1.49M | 0.44% | +87+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 25,774 | $1.49M | 0.01% | −129−0.5% | Reduced |
| North Star Investment Management Corp. | 25,741 | $1.48M | 0.08% | +153+0.6% | Added |
| Hall Capital Management Co Inc | 25,573 | $1.47M | 0.46% | +1,961+8.3% | Added |
| Brookwood Investment Group LLC | 25,571 | $1.47M | 0.17% | −35−0.1% | Reduced |
| NTV Asset Management LLC | 25,439 | $1.47M | 0.14% | +1,814+7.7% | Added |
| Independent Investors Inc | 25,438 | $1.47M | 0.28% | −1,000−3.8% | Reduced |
| Philadelphia Trust Co | 25,425 | $1.47M | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25,387 | $1.46M | 0.33% | +2,496+10.9% | Added |
| Berkeley Capital Partners, LLC | 25,331 | $1.46M | 0.30% | +634+2.6% | Added |
| Burney Co | 25,296 | $1.46M | 0.04% | +588+2.4% | Added |
| Aspen Investment Management Inc | 25,285 | $1.46M | 0.39% | +1,496+6.3% | Added |
| Dynamic Advisor Solutions LLC | 25,162 | $1.45M | 0.04% | −456−1.8% | Reduced |
| Moody National Bank Trust Division | 25,150 | $1.45M | 0.12% | −148−0.6% | Reduced |
| Charter Trust Co | 25,120 | $1.45M | 0.08% | −12,824−33.8% | Reduced |
| BKD Wealth Advisors, LLC | 25,031 | $1.44M | 0.02% | −22−0.1% | Reduced |
| Edentree Asset Management Ltd | 25,000 | $1.44M | 0.44% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 24,915 | $1.44M | 0.01% | +5,609+29.1% | Added |
| Eagle Harbor Asset Management Inc | 24,852 | $1.43M | 1.13% | −523−2.1% | Reduced |
| Stone Point Wealth LLC | 24,808 | $1.43M | 0.36% | +2,300+10.2% | Added |
| New Age Alpha Advisors, LLC | 24,805 | $1.43M | 0.06% | +3,839+18.3% | Added |
| CoreCap Advisors, LLC | 24,801 | $1.43M | 0.04% | +1,038+4.4% | Added |
| Peregrine Asset Advisers, Inc. | 24,747 | $1.43M | 0.31% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 24,722 | $1.42M | 0.59% | −400−1.6% | Reduced |
| EagleClaw Capital Managment, LLC | 24,691 | $1.42M | 0.19% | −12,002−32.7% | Reduced |
| Mairs & Power Inc | 24,684 | $1.42M | 0.01% | +484+2.0% | Added |
| Hillsdale Investment Management Inc. | 24,660 | $1.42M | 0.03% | +22,990+1,376.6% | Added |
| Sierra Summit Advisors LLC | 24,647 | $1.42M | 0.16% | +468+1.9% | Added |
| Capital Advisors Inc | 24,641 | $1.42M | 0.02% | −504−2.0% | Reduced |
| Plimoth Trust Co LLC | 24,547 | $1.41M | 0.28% | −1,455−5.6% | Reduced |
| Ignite Planners, LLC | 24,414 | $1.41M | 0.19% | −296−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 24,400 | $1.41M | 0.00% | +5,223+27.2% | Added |
| Claro Advisors LLC | 24,313 | $1.40M | 0.15% | −779−3.1% | Reduced |
| SevenBridge Financial Group, LLC | 21,619 | $1.40M | 0.21% | −515−2.3% | Reduced |
| Archer Investment Corp | 24,272 | $1.40M | 0.27% | 00.0% | Unchanged |
| Nwam LLC | 24,139 | $1.39M | 0.07% | +1,449+6.4% | Added |
| Forza Wealth Management, LLC | 24,137 | $1.39M | 0.43% | +329+1.4% | Added |
| F/M Investments LLC | 24,103 | $1.39M | 0.07% | +24,103 | New |