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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 5,250 | $302.5K | 0.02% | +97+1.9% | Added |
| Calton & Associates, Inc. | 5,244 | $302.2K | 0.04% | +5,244 | New |
| Beacon Bridge Wealth Partners, LLC | 5,230 | $301.4K | 0.09% | −22−0.4% | Reduced |
| JB Capital LLC | 5,202 | $299.7K | 0.01% | −386−6.9% | Reduced |
| IVC Wealth Advisors LLC | 5,201 | $299.7K | 0.12% | +6+0.1% | Added |
| Bell Bank | 5,182 | $298.6K | 0.01% | +68+1.3% | Added |
| BIP Wealth, LLC | 5,180 | $298.5K | 0.01% | +580+12.6% | Added |
| Baker Tilly Wealth Management, LLC | 5,164 | $297.6K | 0.06% | −360−6.5% | Reduced |
| Prostatis Group LLC | 5,144 | $296.4K | 0.07% | +5,144 | New |
| Blue Fin Capital, Inc. | 5,133 | $295.8K | 0.04% | −112−2.1% | Reduced |
| Sterneck Capital Management, LLC | 5,121 | $295.1K | 0.13% | 00.0% | Unchanged |
| BCS Wealth Management | 5,112 | $294.6K | 0.05% | −110−2.1% | Reduced |
| Wilkerson Advisory Group LLC | 5,102 | $294.0K | 0.09% | +854+20.1% | Added |
| Paradigm Capital Management Inc | 5,100 | $293.9K | 0.01% | 00.0% | Unchanged |
| Haven Private, LLC | 5,087 | $293.1K | 0.11% | −761−13.0% | Reduced |
| Capital Square, LLC | 5,085 | $292.8K | 0.13% | +35+0.7% | Added |
| Sound Income Strategies, LLC | 5,071 | $292.2K | 0.01% | +2,604+105.6% | Added |
| WBH Advisory Inc | 5,057 | $291.4K | 0.02% | −200−3.8% | Reduced |
| Fairvoy Private Wealth, LLC | 5,053 | $291.2K | 0.06% | +61+1.2% | Added |
| CWC Advisors, LLC. | 5,034 | $290.1K | 0.13% | −15−0.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,016 | $289.0K | 0.03% | +4,800+2,222.2% | Added |
| Finer Wealth Management, Inc. | 5,007 | $288.5K | 0.13% | +5+0.1% | Added |
| Morse Asset Management, Inc | 5,000 | $288.1K | 0.05% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 4,996 | $287.9K | 0.16% | −347−6.5% | Reduced |
| Hudock, Inc. | 4,995 | $287.8K | 0.04% | +11+0.2% | Added |
| LCNB Corp | 4,990 | $287.5K | 0.09% | −200−3.9% | Reduced |
| Evermay Wealth Management LLC | 4,988 | $287.4K | 0.03% | +175+3.6% | Added |
| Fundamentun, LLC | 4,978 | $286.9K | 0.01% | −31,286−86.3% | Reduced |
| Oxford Financial Group Ltd | 4,959 | $285.7K | 0.01% | +151+3.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,957 | $285.6K | 0.02% | −50−1.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,940 | $284.6K | 0.01% | −1,780−26.5% | Reduced |
| Unified Investment Management | 4,931 | $284.1K | 0.27% | −89−1.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,915 | $283.2K | 0.17% | −3,189−39.4% | Reduced |
| DF Dent & Co Inc | 4,910 | $282.9K | 0.01% | −200−3.9% | Reduced |
| Quantum Financial Advisors, LLC | 4,902 | $282.4K | 0.03% | +20.0% | Added |
| Washington Trust Advisors, Inc. | 4,887 | $281.6K | 0.02% | −6−0.1% | Reduced |
| Millstone Evans Group, LLC | 4,883 | $281.3K | 0.15% | −860−15.0% | Reduced |
| Arlington Partners LLC | 4,854 | $279.7K | 0.51% | +877+22.1% | Added |
| Blalock Williams, LLC | 4,853 | $279.6K | 0.18% | +4,853 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,850 | $279.5K | 0.02% | −127,962−96.3% | Reduced |
| Trust Co of Oklahoma | 4,849 | $279.4K | 0.07% | +196+4.2% | Added |
| One Charles Private Wealth Services, LLC | 4,849 | $279.4K | 0.06% | +9+0.2% | Added |
| Chesley Taft & Associates LLC | 4,835 | $278.6K | 0.01% | −564−10.4% | Reduced |
| Shoker Investment Counsel, Inc. | 4,823 | $277.9K | 0.07% | −3,715−43.5% | Reduced |
| Motco | 4,818 | $277.6K | 0.02% | +45+0.9% | Added |
| Lakeside Advisors, INC. | 4,809 | $277.1K | 0.17% | +252+5.5% | Added |
| Asset Dedication, LLC | 4,807 | $277.0K | 0.02% | +452+10.4% | Added |
| Brave Asset Management Inc | 4,800 | $276.6K | 0.06% | −340−6.6% | Reduced |
| PCG Asset Management, LLC | 4,800 | $276.6K | 0.20% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,796 | $276.3K | 0.02% | +314+7.0% | Added |
| Hickory Point Bank & Trust | 4,795 | $276.3K | 0.17% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 4,786 | $275.8K | 0.25% | +106+2.3% | Added |
| Twin Lakes Capital Management, LLC | 4,781 | $275.5K | 0.11% | +50+1.1% | Added |
| Elmwood Wealth Management, Inc. | 4,781 | $275.5K | 0.07% | +5+0.1% | Added |
| Z3 Capital Partners, LLC | 4,780 | $275.4K | 0.06% | −125−2.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,770 | $274.8K | 0.02% | +4,770 | New |
| Cascade Investment Group, Inc. | 4,765 | $274.6K | 0.15% | −200−4.0% | Reduced |
| Perennial Investment Advisors, LLC | 4,765 | $274.5K | 0.02% | −530−10.0% | Reduced |
| Genesee Capital Advisors, LLC | 4,750 | $273.7K | 0.09% | +6+0.1% | Added |
| SFMG, LLC | 4,723 | $272.1K | 0.02% | +99+2.1% | Added |
| Gateway Wealth Partners, LLC | 4,713 | $271.5K | 0.02% | −4,273−47.6% | Reduced |
| Frisch Financial Group, Inc. | 4,711 | $271.5K | 0.05% | +21+0.4% | Added |
| Wedgewood Investors Inc | 4,705 | $271.1K | 0.28% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,692 | $270.4K | 0.02% | +8+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,064 | $269.9K | 0.08% | −10,556−72.2% | Reduced |
| Valley National Advisers Inc | 4,661 | $268.6K | 0.03% | −58−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 4,660 | $268.5K | 0.02% | +71+1.5% | Added |
| LRI Investments, LLC | 4,655 | $268.2K | 0.02% | −857−15.5% | Reduced |
| Summit Wealth Group LLC | 4,651 | $268.0K | 0.02% | +1,282+38.1% | Added |
| Glen Eagle Advisors, LLC | 4,641 | $267.4K | 0.03% | −759−14.1% | Reduced |
| Fragasso Group Inc. | 4,605 | $265.4K | 0.01% | +949+26.0% | Added |
| Lathrop Investment Management Corp | 4,601 | $265.0K | 0.05% | 00.0% | Unchanged |
| Roan Capital Partners | 4,589 | $264.4K | 0.22% | +218+5.0% | Added |
| Tompkins Financial Corp | 4,558 | $262.6K | 0.02% | −200−4.2% | Reduced |
| TCI Wealth Advisors, Inc. | 4,558 | $262.6K | 0.01% | −11−0.2% | Reduced |
| Waycross Partners, LLC | 4,557 | $262.6K | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4,554 | $262.4K | 0.04% | +724+18.9% | Added |
| USA Financial Formulas | 4,554 | $262.4K | 0.05% | +4,554 | New |
| Two Sigma Securities, LLC | 4,550 | $262.2K | 0.02% | +4,550 | New |
| Impact Capital Partners LLC | 4,549 | $262.1K | 0.07% | −61−1.3% | Reduced |
| Wayfinding Financial, LLC | 4,563 | $262.0K | 0.10% | +291+6.8% | Added |
| TRB Wealth Management, LLC | 4,542 | $261.7K | 0.03% | +89+2.0% | Added |
| Prosperitas Financial LLC | 4,539 | $261.5K | 0.08% | +1,187+35.4% | Added |
| New World Advisors LLC | 4,527 | $260.8K | 0.04% | +4,527 | New |
| Capital Performance Advisors LLP | 4,515 | $260.1K | 0.02% | −18,261−80.2% | Reduced |
| Liberty Wealth Management LLC | 4,286 | $259.9K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 4,500 | $259.3K | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,500 | $259.3K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,485 | $258.4K | 0.04% | +4,485 | New |
| Nilsine Partners, LLC | 4,483 | $258.3K | 0.02% | +201+4.7% | Added |
| TFR Capital, LLC. | 4,481 | $258.2K | 0.07% | +10+0.2% | Added |
| Westbourne Investment Advisors, Inc. | 4,477 | $258.0K | 0.07% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 4,465 | $257.3K | 0.18% | −161−3.5% | Reduced |
| Five Oceans Advisors | 4,459 | $256.9K | 0.08% | −161−3.5% | Reduced |
| First United Bank Trust | 4,459 | $256.9K | 0.07% | −49−1.1% | Reduced |
| Fagan Associates, Inc. | 4,452 | $256.5K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 4,450 | $256.4K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,435 | $255.5K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,429 | $255.2K | 0.04% | −265−5.6% | Reduced |
| Element Wealth, LLC | 4,427 | $255.1K | 0.10% | −109−2.4% | Reduced |