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
Q3 2026 data is still coming in: 10 institutions have reported holding BMY so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 6,796 | $391.6K | 0.11% | +2,702+66.0% | Added |
| Headinvest, LLC | 6,791 | $391.3K | 0.07% | −495−6.8% | Reduced |
| Valley Brook Capital Group | 6,770 | $390.1K | 0.22% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,717 | $387.0K | 0.13% | +484+7.8% | Added |
| Wilkins Investment Counsel Inc | 6,700 | $386.1K | 0.05% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 6,686 | $385.2K | 0.10% | −122−1.8% | Reduced |
| FourThought Financial Partners, LLC | 6,683 | $385.1K | 0.03% | −516−7.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,673 | $384.5K | 0.04% | +80+1.2% | Added |
| Capstone Wealth Management, LLC | 6,667 | $384.2K | 0.18% | +6,667 | New |
| Coastline Trust Co | 6,665 | $384.0K | 0.03% | −565−7.8% | Reduced |
| Marietta Wealth Management, LLC | 6,663 | $383.9K | 0.04% | −699−9.5% | Reduced |
| Cromwell Holdings LLC | 6,661 | $383.8K | 0.17% | 00.0% | Unchanged |
| Boston Research & Management Inc | 6,660 | $383.8K | 0.08% | 00.0% | Unchanged |
| CNB Bank | 6,647 | $383.0K | 0.15% | −99−1.5% | Reduced |
| Narus Financial Partners, LLC | 6,636 | $382.4K | 0.10% | +75+1.1% | Added |
| TMB Capital Partners, LLC | 6,630 | $382.0K | 0.12% | +18+0.3% | Added |
| Argyle Capital Partners, LLC | 6,628 | $381.9K | 0.24% | +146+2.3% | Added |
| XTX Topco Ltd | 6,627 | $381.8K | 0.00% | −2,312−25.9% | Reduced |
| Anchyra Partners LLC | 6,625 | $381.7K | 0.09% | −304−4.4% | Reduced |
| Roundview Capital LLC | 6,618 | $381.3K | 0.02% | −75−1.1% | Reduced |
| Penbrook Management LLC | 6,615 | $381.2K | 0.24% | +365+5.8% | Added |
| OneAscent Investment Solutions LLC | 6,609 | $380.8K | 0.36% | −68−1.0% | Reduced |
| Old Mission Investment Co LLC | 6,607 | $380.7K | 0.08% | −4−0.1% | Reduced |
| Inscription Capital, LLC | 6,601 | $380.3K | 0.03% | +1,310+24.8% | Added |
| Cornerstone Advisory, LLC | 6,585 | $379.5K | 0.03% | +149+2.3% | Added |
| Polymer Capital Management (US) LLC | 6,585 | $379.4K | 0.06% | +562+9.3% | Added |
| Jackson Creek Investment Advisors LLC | 5,800 | $379.0K | 0.13% | +70+1.2% | Added |
| Smallwood Wealth Investment Management, LLC | 6,574 | $378.8K | 0.17% | 00.0% | Unchanged |
| RS Crum Inc. | 6,570 | $378.6K | 0.07% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6,545 | $377.1K | 0.27% | −1,185−15.3% | Reduced |
| Valmark Advisers, Inc. | 6,530 | $376.3K | 0.00% | −200−3.0% | Reduced |
| Advisory Alpha, LLC | 6,527 | $376.1K | 0.01% | −993−13.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,519 | $375.6K | 0.06% | +610+10.3% | Added |
| Ritter Daniher Financial Advisory LLC | 6,513 | $375.3K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,487 | $373.8K | 0.00% | +6,487 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 6,474 | $373.0K | 0.30% | +646+11.1% | Added |
| Moss Adams Wealth Advisors LLC | 6,462 | $372.4K | 0.02% | +36+0.6% | Added |
| Fort Point Capital Partners LLC | 6,458 | $372.1K | 0.04% | −144−2.2% | Reduced |
| Storen Legacy Partners, LLC | 6,451 | $371.7K | 0.10% | −485−7.0% | Reduced |
| Main Street Financial Solutions, LLC | 6,448 | $371.5K | 0.02% | +508+8.6% | Added |
| WoodTrust Financial Corp | 6,435 | $371.0K | 0.04% | +9+0.1% | Added |
| Hilltop National Bank | 6,422 | $370.0K | 0.08% | −2,900−31.1% | Reduced |
| Keystone Wealth Services, LLC | 6,410 | $369.3K | 0.07% | −211−3.2% | Reduced |
| Silverlake Wealth Management LLC | 6,410 | $369.3K | 0.07% | +10.0% | Added |
| Northeast Investment Management | 6,407 | $369.2K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 6,403 | $368.9K | 0.01% | +1,550+31.9% | Added |
| Richards, Merrill & Peterson, Inc. | 6,400 | $368.8K | 0.12% | +969+17.8% | Added |
| Family Wealth Partners, LLC | 6,383 | $367.8K | 0.11% | −1,340−17.4% | Reduced |
| Eagle Bay Advisors LLC | 6,368 | $366.9K | 0.27% | −93−1.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,364 | $366.7K | 0.06% | +332+5.5% | Added |
| waypoint wealth counsel | 6,351 | $365.9K | 0.23% | −9,269−59.3% | Reduced |
| Todd Asset Management LLC | 6,350 | $365.9K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,350 | $365.9K | 0.22% | +146+2.4% | Added |
| Embree Financial Group | 6,342 | $365.4K | 0.04% | −340−5.1% | Reduced |
| Hohimer Wealth Management, LLC | 6,314 | $363.8K | 0.04% | +13+0.2% | Added |
| Vicus Capital | 6,303 | $363.2K | 0.02% | +1,998+46.4% | Added |
| J. Team Financial, Inc. | 6,294 | $362.7K | 0.35% | +64+1.0% | Added |
| Grace & White Inc | 6,293 | $362.6K | 0.06% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,265 | $361.0K | 0.10% | −103−1.6% | Reduced |
| NWF Advisory Services Inc. | 6,255 | $360.4K | 0.03% | −310−4.7% | Reduced |
| Professional Financial Solutions LLC | 6,243 | $359.7K | 0.28% | −17−0.3% | Reduced |
| ORG Wealth Partners, LLC | 6,242 | $359.6K | 0.05% | +1,279+25.8% | Added |
| Proficio Capital Partners LLC | 6,240 | $359.5K | 0.01% | +6,240 | New |
| MSH Capital Advisors LLC | 6,236 | $359.3K | 0.06% | −2,938−32.0% | Reduced |
| Rexford Capital Inc | 6,206 | $357.6K | 0.22% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,183 | $356.3K | 0.01% | +410+7.1% | Added |
| Keating Investment Counselors Inc | 6,182 | $356.2K | 0.10% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 6,179 | $356.0K | 0.10% | −638−9.4% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 6,154 | $354.6K | 0.79% | −7−0.1% | Reduced |
| Shufro Rose & Co LLC | 6,140 | $353.8K | 0.02% | +440+7.7% | Added |
| Alessandra Capital Management, LLC | 6,125 | $352.9K | 0.25% | +25+0.4% | Added |
| Post Resch Tallon Group Inc. | 6,119 | $352.6K | 0.24% | −165−2.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,082 | $350.4K | 0.02% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 6,076 | $350.1K | 0.14% | 00.0% | Unchanged |
| Wealthquest Corp | 6,075 | $350.0K | 0.02% | +204+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 6,072 | $349.9K | 0.07% | −246−3.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,061 | $349.2K | 0.10% | −377−5.9% | Reduced |
| Summit Asset Management, LLC | 6,059 | $349.1K | 0.04% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 6,055 | $348.8K | 0.06% | +551+10.0% | Added |
| Salzhauer Michael | 6,053 | $348.8K | 0.13% | −5,800−48.9% | Reduced |
| Dearborn Partners LLC | 6,050 | $348.6K | 0.02% | +1,302+27.4% | Added |
| Income Insurance Ltd | 6,049 | $348.5K | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,047 | $348.4K | 0.12% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 6,040 | $348.0K | 0.11% | +2,741+83.1% | Added |
| Evelyn Partners Group Ltd | 6,031 | $347.5K | 0.01% | +6,031 | New |
| Kavar Capital Partners Group, LLC | 6,028 | $347.3K | 0.04% | +1,226+25.5% | Added |
| Cozad Asset Management Inc | 6,019 | $346.8K | 0.02% | −344−5.4% | Reduced |
| Ifrah Financial Services, Inc. | 6,015 | $346.6K | 0.08% | +35+0.6% | Added |
| Cohen & Steers, Inc. | 6,000 | $346.0K | 0.00% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 6,000 | $345.7K | 0.23% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 5,425 | $345.6K | 0.07% | +25+0.5% | Added |
| ETF Store, Inc. | 5,995 | $345.5K | 0.29% | +40+0.7% | Added |
| Innovative Asset Advisors Group, LLC | 5,985 | $344.9K | 0.15% | +738+14.1% | Added |
| Signet Investment Advisory Group, Inc. | 5,978 | $344.5K | 0.15% | −170−2.8% | Reduced |
| Kapstone Financial Advisors LLC | 5,977 | $344.4K | 0.14% | −398−6.2% | Reduced |
| SHP Wealth Management | 5,964 | $343.6K | 0.02% | +91+1.5% | Added |
| Basecamp Wealth Advisors LLC | 5,962 | $343.5K | 0.06% | −500−7.7% | Reduced |
| Haven Capital Group, Inc. | 5,958 | $343.3K | 0.28% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 5,954 | $343.1K | 0.06% | +5,954 | New |
| GHP Investment Advisors, Inc. | 5,952 | $343.0K | 0.01% | −400−6.3% | Reduced |