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 |
|---|---|---|---|---|---|
| Sovran Advisors, LLC | 10,409 | $662.0K | 0.05% | +1,685+19.3% | Added |
| Christine Messmer PC | 11,461 | $660.4K | 0.37% | +1,633+16.6% | Added |
| Smith, Salley & Associates | 11,437 | $659.0K | 0.03% | +888+8.4% | Added |
| Plan Group Financial, LLC | 11,399 | $656.8K | 0.14% | +1,390+13.9% | Added |
| Richwood Investment Advisors, LLC | 11,312 | $651.8K | 0.46% | +715+6.7% | Added |
| Aspire Capital Advisors LLC | 11,306 | $651.5K | 0.13% | +119+1.1% | Added |
| RMR Wealth Builders | 11,291 | $650.6K | 0.04% | +3,900+52.8% | Added |
| American Alpha Advisors, LLC | 11,283 | $650.1K | 0.38% | +15+0.1% | Added |
| Chicago Capital, LLC | 11,250 | $648.2K | 0.02% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 11,182 | $644.3K | 0.03% | −1,250−10.1% | Reduced |
| Centaurus Financial, Inc. | 11,064 | $637.0K | 0.02% | −8,430−43.2% | Reduced |
| Ausdal Financial Partners, Inc. | 11,002 | $633.9K | 0.02% | −9,235−45.6% | Reduced |
| Principle Wealth Partners LLC | 11,000 | $633.8K | 0.03% | −1,485−11.9% | Reduced |
| Athena Investment Management | 10,950 | $630.9K | 0.37% | −4,165−27.6% | Reduced |
| First Nebraska Trust Co | 10,907 | $628.5K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 10,883 | $627.1K | 0.23% | −641−5.6% | Reduced |
| Ipsen Advisor Group LLC | 10,857 | $625.6K | 0.40% | −274−2.5% | Reduced |
| Atlas Capital Advisors LLC | 10,844 | $624.8K | 0.07% | −6,885−38.8% | Reduced |
| Grandfield & Dodd, LLC | 10,826 | $623.8K | 0.03% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 10,818 | $623.3K | 0.04% | +55+0.5% | Added |
| Wealth Advisory Solutions, LLC | 10,798 | $622.2K | 0.13% | −155−1.4% | Reduced |
| Aries Wealth Management | 10,794 | $622.0K | 0.12% | −9−0.1% | Reduced |
| Winning Points Advisors, LLC | 10,778 | $621.0K | 0.82% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 10,753 | $619.6K | 0.04% | −300−2.7% | Reduced |
| B&L Asset Management LLC | 10,747 | $619.2K | 0.21% | +486+4.7% | Added |
| WealthPlan Investment Management, LLC | 10,745 | $619.1K | 0.03% | +250+2.4% | Added |
| Yanni & Associates Investment Advisors, LLC | 10,729 | $618.2K | 0.57% | −171−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 10,634 | $612.8K | 0.02% | +22+0.2% | Added |
| Stoneridge Investment Partners LLC | 9,346 | $610.0K | 0.40% | +9,346 | New |
| Unique Wealth Strategies, LLC | 10,582 | $609.7K | 0.22% | +10,582 | New |
| Krane Funds Advisors LLC | 10,571 | $609.1K | 0.02% | +1,040+10.9% | Added |
| Symphony Financial, Ltd. Co. | 10,467 | $608.9K | 0.07% | −3,299−24.0% | Reduced |
| Stonebrook Private Inc. | 10,555 | $608.2K | 0.11% | +6+0.1% | Added |
| Woodmont Investment Counsel LLC | 10,507 | $605.4K | 0.03% | −205−1.9% | Reduced |
| Fulton Bank, N.A. | 10,505 | $605.3K | 0.02% | +1,811+20.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,500 | $605.0K | 0.24% | +3,500+50.0% | Added |
| West Family Investments, Inc. | 10,464 | $602.9K | 0.17% | +6,936+196.6% | Added |
| Beacon Investment Advisors LLC | 10,447 | $602.0K | 0.19% | −10.0% | Reduced |
| Oakworth Capital, Inc. | 10,513 | $599.1K | 0.03% | −133−1.2% | Reduced |
| Lansing Street Advisors | 10,355 | $596.7K | 0.13% | −123−1.2% | Reduced |
| Quotient Wealth Partners, LLC | 10,296 | $593.3K | 0.01% | +97+1.0% | Added |
| Pettinga Financial Advisors, LLC | 10,279 | $592.3K | 0.09% | −602−5.5% | Reduced |
| Verdad Advisers, LP | 10,263 | $591.4K | 0.57% | +10,263 | New |
| Focused Alpha, LLC | 10,253 | $590.8K | 0.15% | +1,882+22.5% | Added |
| Baldwin Investment Management, LLC | 10,244 | $590.2K | 0.06% | +1,844+22.0% | Added |
| Traub Capital Management LLC | 10,228 | $589.3K | 0.53% | 00.0% | Unchanged |
| Westmount Partners, LLC | 10,185 | $586.9K | 0.13% | −182−1.8% | Reduced |
| Hartford Financial Management Inc. | 10,183 | $586.7K | 0.13% | −819−7.4% | Reduced |
| Farmers National Bank | 10,167 | $585.8K | 0.12% | −295−2.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 10,163 | $585.6K | 0.38% | +10,163 | New |
| Biltmore Family Office, LLC | 10,147 | $584.7K | 0.08% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 10,147 | $584.5K | 0.35% | +154+1.5% | Added |
| Broderick Brian C | 10,117 | $582.9K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10,113 | $582.7K | 0.02% | −7,737−43.3% | Reduced |
| Grant Private Wealth Management Inc | 10,096 | $581.7K | 0.25% | +1,273+14.4% | Added |
| Wolff Financial Management LLC | 10,050 | $579.1K | 0.12% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 9,865 | $577.7K | 0.06% | −2,114−17.6% | Reduced |
| Aurdan Capital Management, LLC | 10,022 | $577.5K | 0.15% | −18−0.2% | Reduced |
| Fire Capital Management LLC | 10,020 | $577.4K | 0.24% | +10,020 | New |
| Abner Herrman & Brock LLC | 10,000 | $576.0K | 0.05% | 00.0% | Unchanged |
| Baxter Bros Inc | 9,965 | $574.2K | 0.07% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 9,943 | $572.9K | 0.02% | +424+4.5% | Added |
| New Hampshire Trust | 9,927 | $572.0K | 0.11% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 9,922 | $571.7K | 0.30% | +9,922 | New |
| Turtle Creek Wealth Advisors, LLC | 9,917 | $571.4K | 0.03% | −1,599−13.9% | Reduced |
| Aventura Private Wealth, LLC | 9,911 | $571.1K | 0.18% | −3,230−24.6% | Reduced |
| Alpine Bank Wealth Management | 9,893 | $570.0K | 0.07% | −30.0% | Reduced |
| Advus Financial Partners, LLC | 9,886 | $569.6K | 0.13% | +2,924+42.0% | Added |
| Waterloo Capital, L.P. | 9,856 | $567.9K | 0.03% | −110−1.1% | Reduced |
| Zions Bancorporation, National Association | 9,829 | $566.3K | 0.03% | +479+5.1% | Added |
| Xcel Wealth Management, LLC | 9,821 | $565.9K | 0.14% | −2,629−21.1% | Reduced |
| Pacific Point Advisors, LLC | 9,802 | $564.8K | 0.26% | −15−0.2% | Reduced |
| Benin Management CORP | 9,790 | $564.1K | 0.11% | −273−2.7% | Reduced |
| J. Derek Lewis & Associates Inc. | 9,773 | $563.1K | 0.11% | −638−6.1% | Reduced |
| Richmond Brothers, Inc. | 9,762 | $562.5K | 0.29% | +9,762 | New |
| Cherry Creek Investment Advisors, Inc. | 9,754 | $562.0K | 0.22% | +84+0.9% | Added |
| Avail Investment Partners, LLC | 9,746 | $561.6K | 0.43% | +371+4.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,731 | $560.7K | 0.05% | −463−4.5% | Reduced |
| TRUE Private Wealth Advisors | 9,727 | $560.5K | 0.05% | −356−3.5% | Reduced |
| Root Financial Partners, LLC | 9,675 | $557.5K | 0.02% | +2,296+31.1% | Added |
| Fort Sheridan Advisors LLC | 9,601 | $553.2K | 0.06% | −5,269−35.4% | Reduced |
| Cohen Investment Advisors LLC | 9,581 | $552.1K | 0.25% | +69+0.7% | Added |
| Cambria Investment Management, L.P. | 9,573 | $551.6K | 0.03% | +1,809+23.3% | Added |
| Forbes J M & Co LLP | 9,548 | $550.2K | 0.04% | +76+0.8% | Added |
| Seelaus Asset Management LLC | 9,530 | $549.1K | 0.39% | +2,259+31.1% | Added |
| Ballast Rock Private Wealth LLC | 9,527 | $548.9K | 0.25% | +453+5.0% | Added |
| Nichols & Pratt Advisers LLP | 9,525 | $548.8K | 0.03% | +850+9.8% | Added |
| Formidable Asset Management, LLC | 9,040 | $548.3K | 0.09% | +30.0% | Added |
| Estabrook Capital Management | 9,515 | $548.3K | 0.07% | −48−0.5% | Reduced |
| StoneX Group Inc. | 9,503 | $547.6K | 0.02% | +3,588+60.7% | Added |
| Prairie Advisory, LLC | 9,502 | $547.5K | 0.13% | +9,502 | New |
| CFS Investment Advisory Services, LLC | 9,415 | $547.3K | 0.04% | −88−0.9% | Reduced |
| HORAN Wealth, LLC | 9,491 | $546.9K | 0.07% | −8,965−48.6% | Reduced |
| Jackson Square Capital, LLC | 9,490 | $546.8K | 0.08% | −51,820−84.5% | Reduced |
| AlTi Global, Inc. | 9,482 | $546.4K | 0.01% | +261+2.8% | Added |
| Prosperity Consulting Group, LLC | 9,475 | $546.0K | 0.02% | +1,718+22.1% | Added |
| Centennial Bank | 9,469 | $545.6K | 0.18% | −1,000−9.6% | Reduced |
| Advisor OS, LLC | 9,461 | $545.1K | 0.04% | +133+1.4% | Added |
| Estate Planners Group, LLC | 9,446 | $544.3K | 0.25% | +3,272+53.0% | Added |
| First National Bank Sioux Falls | 9,195 | $542.1K | 0.15% | 00.0% | Unchanged |