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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 5,945 | $342.6K | 0.02% | +418+7.6% | Added |
| OneAscent Wealth Management LLC | 5,943 | $342.4K | 0.10% | +33+0.6% | Added |
| Trilogy Capital Inc. | 5,935 | $342.0K | 0.01% | +281+5.0% | Added |
| Mendel Money Management | 5,935 | $342.0K | 0.13% | −2,720−31.4% | Reduced |
| Spire Wealth Management | 5,931 | $341.7K | 0.01% | −742−11.1% | Reduced |
| Mitchell Sinkler & Starr | 5,917 | $340.9K | 0.14% | −53−0.9% | Reduced |
| McGuire Capital Advisors Inc | 5,889 | $339.3K | 0.19% | +4,694+392.8% | Added |
| Silvant Capital Management LLC | 5,887 | $339.2K | 0.01% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 5,868 | $338.1K | 0.09% | −582−9.0% | Reduced |
| Palacios Wealth Management, LLC | 5,866 | $338.0K | 0.20% | −301−4.9% | Reduced |
| Catalytic Wealth RIA, LLC | 5,864 | $337.9K | 0.02% | −32,233−84.6% | Reduced |
| Gradient Investments LLC | 5,854 | $337.3K | 0.00% | −367−5.9% | Reduced |
| Zuckerman Investment Group, LLC | 5,844 | $336.7K | 0.03% | +454+8.4% | Added |
| West Wealth Group, LLC | 5,833 | $336.1K | 0.05% | +5,833 | New |
| Polar Asset Management Partners Inc. | 5,827 | $335.8K | 0.01% | +5,827 | New |
| Continuum Advisory, LLC | 5,810 | $334.8K | 0.03% | +5,810 | New |
| Chancellor Financial Group WB LP | 5,792 | $333.7K | 0.21% | +107+1.9% | Added |
| Vista Investment Partners LLC | 5,786 | $333.4K | 0.08% | −55−0.9% | Reduced |
| Birch Hill Investment Advisors LLC | 5,782 | $333.2K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,781 | $333.1K | 0.04% | −30−0.5% | Reduced |
| Midland Wealth Advisors LLC | 5,774 | $332.7K | 0.02% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,725 | $331.9K | 0.10% | −213−3.6% | Reduced |
| Amussen Hunsaker Associates LLC | 5,760 | $331.9K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,755 | $331.6K | 0.02% | −1,700−22.8% | Reduced |
| Zeit Capital LLC | 2,028 | $330.8K | 0.20% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,736 | $330.5K | 0.02% | +1,291+29.0% | Added |
| Pacitti Group Inc. | 5,727 | $330.0K | 0.10% | +10.0% | Added |
| Bailard, Inc. | 5,724 | $329.8K | 0.01% | −100−1.7% | Reduced |
| Mather Group, LLC. | 5,722 | $329.7K | 0.00% | +63+1.1% | Added |
| River Wealth Advisors LLC | 5,718 | $329.5K | 0.03% | −40−0.7% | Reduced |
| Miramontes Capital, LLC | 5,715 | $329.3K | 0.10% | +115+2.1% | Added |
| Capital Investment Counsel, Inc | 5,713 | $329.2K | 0.04% | −100−1.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,683 | $329.0K | 0.09% | +930+19.6% | Added |
| Northwest Bancshares, Inc. | 5,700 | $328.4K | 0.06% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 5,696 | $328.2K | 0.01% | −576−9.2% | Reduced |
| Providence First Trust Co | 5,695 | $328.1K | 0.09% | −4,144−42.1% | Reduced |
| Curated Wealth Partners LLC | 5,680 | $327.3K | 0.04% | +148+2.7% | Added |
| LMCG Investments, LLC | 5,673 | $326.9K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5,669 | $326.6K | 0.09% | −1,923−25.3% | Reduced |
| Quarry LP | 5,660 | $326.1K | 0.05% | +5,660 | New |
| Wealth Architects, LLC | 5,655 | $325.8K | 0.03% | −106−1.8% | Reduced |
| Samalin Investment Counsel, LLC | 5,653 | $325.7K | 0.10% | +126+2.3% | Added |
| Compass Wealth Management LLC | 5,648 | $325.4K | 0.06% | +5,648 | New |
| Hutchinson Capital Management | 5,647 | $325.4K | 0.06% | +2,029+56.1% | Added |
| Advisors Management Group Inc | 5,643 | $325.0K | 0.05% | −7−0.1% | Reduced |
| Ferguson Shapiro LLC | 5,638 | $324.9K | 0.10% | +9+0.2% | Added |
| LifeGoal Wealth Advisors | 5,618 | $323.7K | 0.15% | −1,206−17.7% | Reduced |
| Pioneer Trust Bank N A | 5,610 | $323.2K | 0.07% | −320−5.4% | Reduced |
| MJP Associates Inc | 5,583 | $321.7K | 0.04% | +497+9.8% | Added |
| Strategic Blueprint, LLC | 5,572 | $321.0K | 0.02% | −579−9.4% | Reduced |
| One Capital Management, LLC | 5,291 | $320.9K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 5,565 | $320.7K | 0.18% | −31−0.6% | Reduced |
| Ofi Invest Asset Management | 6,357 | $320.4K | 0.00% | +915+16.8% | Added |
| Alan B. Lancz & Associates, Inc. | 5,550 | $319.8K | 0.28% | 00.0% | Unchanged |
| Lynx Investment Advisory | 5,540 | $319.2K | 0.10% | +67+1.2% | Added |
| Traynor Capital Management, Inc. | 5,533 | $318.8K | 0.01% | −2,007−26.6% | Reduced |
| Bedel Financial Consulting, Inc. | 5,522 | $318.2K | 0.03% | −278−4.8% | Reduced |
| Intesa Sanpaolo S.p.A. | 5,519 | $318.0K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,517 | $317.9K | 0.04% | +9+0.2% | Added |
| Barrett & Company, Inc. | 5,493 | $316.5K | 0.09% | +105+1.9% | Added |
| Naviter Wealth, LLC | 5,476 | $315.5K | 0.03% | +1,543+39.2% | Added |
| Magnus Financial Group LLC | 5,467 | $315.0K | 0.02% | +507+10.2% | Added |
| Walter & Keenan Financial Consulting Co | 5,457 | $314.4K | 0.08% | −71−1.3% | Reduced |
| One Wealth Advisors, LLC | 5,444 | $313.7K | 0.03% | +48+0.9% | Added |
| Orleans Capital Management Corp | 5,436 | $313.2K | 0.16% | +5,436 | New |
| Optas, LLC | 5,433 | $313.1K | 0.04% | −220−3.9% | Reduced |
| GK Wealth Management LLC | 5,429 | $312.8K | 0.19% | +5,429 | New |
| PCM Encore, LLC | 5,425 | $312.6K | 0.05% | +62+1.2% | Added |
| Columbia Asset Management | 5,425 | $312.6K | 0.05% | 00.0% | Unchanged |
| Davis R M Inc | 5,425 | $312.6K | 0.00% | +1,180+27.8% | Added |
| Whalerock Point Partners, LLC | 5,424 | $312.5K | 0.05% | −110−2.0% | Reduced |
| 111 Capital | 5,419 | $312.2K | 0.05% | +5,419 | New |
| Franklin Street Advisors Inc | 5,417 | $312.1K | 0.02% | −251−4.4% | Reduced |
| MTM Financial Group, LLC | 5,390 | $310.6K | 0.13% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,383 | $310.2K | 0.04% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 5,380 | $310.0K | 0.07% | +5,380 | New |
| Annex Advisory Services, LLC | 5,373 | $309.6K | 0.01% | +384+7.7% | Added |
| WSFS Capital Management, LLC | 5,366 | $309.2K | 0.01% | −68−1.3% | Reduced |
| Forteris Wealth Management Inc. | 5,360 | $308.8K | 0.25% | −1,500−21.9% | Reduced |
| Symmetry Partners, LLC | 5,357 | $308.7K | 0.02% | −1,091−16.9% | Reduced |
| Marble Wealth, LLC | 5,356 | $308.6K | 0.05% | +317+6.3% | Added |
| First Bank & Trust | 5,353 | $308.4K | 0.05% | −37−0.7% | Reduced |
| Howe & Rusling Inc | 5,350 | $308.3K | 0.02% | −59−1.1% | Reduced |
| BXM Wealth LLC | 5,350 | $308.3K | 0.17% | +5,350 | New |
| Fielder Capital Group LLC | 5,332 | $307.2K | 0.07% | −2,173−29.0% | Reduced |
| Aberdeen Wealth Management LLC | 5,329 | $307.1K | 0.15% | −200−3.6% | Reduced |
| First Interstate Bank | 5,328 | $307.0K | 0.02% | −91−1.7% | Reduced |
| Aegis Wealth Management LLC | 5,321 | $306.6K | 0.14% | +5,321 | New |
| Tudor Financial Inc. | 5,318 | $306.4K | 0.14% | +12+0.2% | Added |
| Corecam AG | 5,311 | $306.0K | 0.26% | +1,125+26.9% | Added |
| Private Wealth Partners, LLC | 5,300 | $305.4K | 0.02% | −300−5.4% | Reduced |
| Roof Eidam & Maycock | 5,300 | $305.4K | 0.06% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 5,294 | $305.0K | 0.03% | +333+6.7% | Added |
| Patton Albertson Miller Group, LLC | 5,289 | $304.8K | 0.03% | −137−2.5% | Reduced |
| JNBA Financial Advisors | 5,281 | $304.3K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 5,277 | $304.1K | 0.05% | +400+8.2% | Added |
| Relyea Zuckerberg Hanson LLC | 5,275 | $304.0K | 0.03% | −250−4.5% | Reduced |
| Peddock Capital Advisors, LLC | 5,264 | $303.3K | 0.06% | +20.0% | Added |
| Abacus Wealth Partners, LLC | 5,259 | $303.0K | 0.03% | −4,121−43.9% | Reduced |
| Main Street Research LLC | 5,252 | $302.6K | 0.01% | −1,690−24.3% | Reduced |