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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 13,692 | $789.0K | 0.20% | −150−1.1% | Reduced |
| Wealth Group, Ltd. | 13,692 | $789.0K | 0.20% | +10,234+296.0% | Added |
| SeaCrest Wealth Management, LLC | 13,634 | $785.6K | 0.09% | −2,387−14.9% | Reduced |
| Bramshill Investments, LLC | 13,561 | $781.4K | 0.06% | +13,561 | New |
| ESG Planning | 13,556 | $781.1K | 0.26% | −157−1.1% | Reduced |
| Virtus ETF Advisers LLC | 13,539 | $780.1K | 0.30% | −176−1.3% | Reduced |
| Anchor Investment Management, LLC | 13,538 | $780.1K | 0.06% | +394+3.0% | Added |
| Essex Savings Bank | 13,528 | $779.3K | 0.17% | −309−2.2% | Reduced |
| Stonebridge Capital Management Inc | 13,525 | $779.3K | 0.38% | −3,190−19.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 13,451 | $775.1K | 0.21% | −233−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,428 | $773.7K | 0.05% | −350−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,420 | $773.2K | 0.01% | +1,479+12.4% | Added |
| Atlas Brown,Inc. | 13,373 | $770.6K | 0.21% | −100−0.7% | Reduced |
| Advyzon Investment Management, LLC | 13,335 | $768.4K | 0.06% | −2,735−17.0% | Reduced |
| Tortuga Wealth Management, Inc | 13,228 | $762.2K | 0.58% | +463+3.6% | Added |
| Welch Group, LLC | 13,167 | $758.7K | 0.03% | +1,074+8.9% | Added |
| Manchester Capital Management LLC | 13,165 | $758.6K | 0.10% | −49−0.4% | Reduced |
| Cim Investment Mangement Inc | 13,162 | $758.4K | 0.18% | −1,235−8.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,139 | $757.1K | 0.17% | −8−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 13,116 | $755.8K | 0.12% | −425−3.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,098 | $754.7K | 0.19% | −686−5.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,041 | $751.4K | 0.19% | −915−6.6% | Reduced |
| Vectors Research Management, LLC | 13,000 | $749.1K | 0.20% | 00.0% | Unchanged |
| Investment House LLC | 12,997 | $748.9K | 0.03% | −1,000−7.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 12,990 | $748.5K | 0.10% | −60−0.5% | Reduced |
| Childress Capital Advisors, LLC | 12,974 | $747.6K | 0.12% | −597−4.4% | Reduced |
| Arvest Bank Trust Division | 12,969 | $747.3K | 0.04% | −824−6.0% | Reduced |
| E Fund Management Co., Ltd. | 12,879 | $742.1K | 0.02% | −25−0.2% | Reduced |
| Apella Capital, LLC | 12,792 | $741.6K | 0.01% | −10−0.1% | Reduced |
| Monument Capital Management | 12,867 | $741.4K | 0.15% | +3,742+41.0% | Added |
| Lantz Financial LLC | 12,833 | $739.4K | 0.14% | +10.0% | Added |
| Cobblestone Asset Management LLC | 12,772 | $735.9K | 0.31% | −2,174−14.5% | Reduced |
| Avidian Wealth Solutions, LLC | 12,766 | $735.6K | 0.02% | +606+5.0% | Added |
| Ariadne Wealth Management, LP | 12,726 | $733.3K | 0.32% | −3,631−22.2% | Reduced |
| LVM Capital Management Ltd | 12,694 | $731.0K | 0.06% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 12,655 | $729.2K | 0.07% | −369−2.8% | Reduced |
| Leonteq Securities AG | 12,628 | $727.6K | 0.04% | −100,037−88.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 12,607 | $726.4K | 0.05% | +2,538+25.2% | Added |
| Mainsail Asset Management, LLC | 11,956 | $726.2K | 0.28% | +5,687+90.7% | Added |
| Montecito Bank & Trust | 12,596 | $725.8K | 0.11% | +950+8.2% | Added |
| Uncommon Cents Investing LLC | 12,588 | $725.3K | 0.16% | −55−0.4% | Reduced |
| Wendell David Associates Inc | 12,578 | $725.0K | 0.08% | −454−3.5% | Reduced |
| Old North State Trust, LLC | 12,588 | $725.0K | 0.37% | −278−2.2% | Reduced |
| Gold Investment Management Ltd. | 12,542 | $722.7K | 0.20% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 12,532 | $722.1K | 0.03% | −3,021−19.4% | Reduced |
| Investment Partners, Ltd. | 12,497 | $720.1K | 0.23% | +38+0.3% | Added |
| Northwest Wealth Management, LLC | 12,488 | $719.6K | 0.09% | −650−4.9% | Reduced |
| Bank of Hawaii | 12,468 | $718.4K | 0.04% | +568+4.8% | Added |
| Financial Advisory Service, Inc. | 12,426 | $716.0K | 0.04% | +71+0.6% | Added |
| Wellington Shields Capital Management, LLC | 12,407 | $714.9K | 0.09% | −4,196−25.3% | Reduced |
| Cooper Financial Group | 12,387 | $713.8K | 0.06% | −4,143−25.1% | Reduced |
| Kentucky Trust Co | 12,378 | $713.2K | 0.34% | +906+7.9% | Added |
| 626 Financial, LLC | 12,372 | $712.9K | 0.28% | −1,889−13.2% | Reduced |
| Nautilus Advisors LLC | 12,345 | $710.8K | 0.42% | +4,688+61.2% | Added |
| Axxion S.A. | 12,332 | $710.6K | 0.05% | +12,332 | New |
| Hantz Financial Services, Inc. | 12,325 | $710.0K | 0.01% | −683−5.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 12,304 | $709.0K | 0.19% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 12,294 | $708.4K | 0.12% | +52+0.4% | Added |
| Old North State Wealth Management, LLC | 12,246 | $706.6K | 0.30% | −846−6.5% | Reduced |
| Simplicity Wealth,LLC | 12,229 | $704.6K | 0.02% | +725+6.3% | Added |
| Boston Trust Walden Corp | 12,222 | $704.2K | 0.01% | −483−3.8% | Reduced |
| SFE Investment Counsel | 12,212 | $703.7K | 0.10% | 00.0% | Unchanged |
| Davidson Trust Co | 12,206 | $703.3K | 0.27% | +65+0.5% | Added |
| O'Rourke & Company, Inc | 12,201 | $703.0K | 0.25% | +573+4.9% | Added |
| TSP Capital Management Group, LLC | 12,175 | $701.5K | 0.17% | – | – |
| Prudent Man Advisors, LLC | 12,088 | $696.5K | 0.16% | +1,375+12.8% | Added |
| Central Pacific Bank - Trust Division | 12,054 | $694.6K | 0.07% | −930−7.2% | Reduced |
| Navellier & Associates Inc | 12,051 | $694.4K | 0.06% | +4,151+52.5% | Added |
| Waters Parkerson & Co., LLC | 12,037 | $693.6K | 0.03% | −575−4.6% | Reduced |
| Pictet & Cie (Europe) SA | 12,000 | $691.4K | 0.01% | 00.0% | Unchanged |
| CV Advisors LLC | 12,000 | $691.4K | 0.13% | +12,000 | New |
| Lewis Asset Management, LLC | 11,994 | $691.1K | 0.24% | +443+3.8% | Added |
| Clear Harbor Asset Management, LLC | 11,971 | $689.8K | 0.04% | −17,042−58.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 11,961 | $689.2K | 0.10% | −91−0.8% | Reduced |
| Pettee Investors, Inc. | 11,954 | $688.8K | 0.34% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11,930 | $688.0K | 0.02% | −308−2.5% | Reduced |
| Knightsbridge Asset Management, LLC | 11,934 | $687.6K | 0.09% | −4,875−29.0% | Reduced |
| Ameriflex Group, Inc. | 11,913 | $686.4K | 0.28% | −76−0.6% | Reduced |
| Northcape Wealth Management, LLC | 11,898 | $685.6K | 0.18% | +84+0.7% | Added |
| Bill Few Associates, Inc. | 11,876 | $684.3K | 0.15% | +2,245+23.3% | Added |
| 3Chopt Investment Partners, LLC | 11,859 | $683.3K | 0.13% | +11,859 | New |
| Alteri Wealth LLC | 11,855 | $683.1K | 0.19% | +1,186+11.1% | Added |
| MONECO Advisors, LLC | 11,852 | $682.9K | 0.04% | −2,545−17.7% | Reduced |
| RHS Financial, LLC | 11,816 | $680.8K | 0.27% | −622−5.0% | Reduced |
| Waldron Private Wealth LLC | 11,814 | $680.7K | 0.02% | −766−6.1% | Reduced |
| KRS Capital Management, LLC | 11,808 | $680.4K | 0.32% | +40.0% | Added |
| Indiana Trust & Investment Management CO | 11,769 | $678.1K | 0.19% | −200−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 11,752 | $677.1K | 0.22% | −2,216−15.9% | Reduced |
| Steadtrust LLC | 11,732 | $676.0K | 0.34% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11,728 | $675.8K | 0.04% | −23−0.2% | Reduced |
| Park Circle Co | 11,700 | $674.2K | 0.59% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 11,693 | $673.8K | 0.18% | +93+0.8% | Added |
| Indivisible Partners | 11,646 | $671.0K | 0.04% | +1,195+11.4% | Added |
| Bridges Investment Management Inc | 11,645 | $671.0K | 0.01% | −1,104−8.7% | Reduced |
| SlateStone Wealth, LLC | 11,624 | $670.0K | 0.05% | −79−0.7% | Reduced |
| Apriem Advisors | 11,584 | $667.5K | 0.06% | +20.0% | Added |
| Cove Private Wealth, LLC | 11,575 | $667.0K | 0.13% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 11,556 | $665.9K | 0.08% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 11,553 | $665.7K | 0.43% | +635+5.8% | Added |
| Second Half Financial Partners, LLC | 11,545 | $665.2K | 0.27% | +1,744+17.8% | Added |