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: 16 institutions have reported holding BMY so far. See Q3 2026
- Institutional holders
- 2,529
- +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
- 1,003 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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 3,869 | $222.9K | 0.09% | 00.0% | Unchanged |
| Ramiah Investment Group | 3,867 | $222.8K | 0.17% | −141−3.5% | Reduced |
| American Trust Investment Advisors, LLC | 3,855 | $222.1K | 0.11% | +162+4.4% | Added |
| MFA Wealth Services | 3,836 | $221.0K | 0.13% | −4,661−54.9% | Reduced |
| Chase Investment Counsel Corp | 3,838 | $221.0K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 2,723 | $220.3K | 0.19% | −1,100−28.8% | Reduced |
| Caitlin John, LLC | 3,822 | $220.2K | 0.12% | −957−20.0% | Reduced |
| Birch Financial Group, LLC | 3,805 | $219.3K | 0.11% | +72+1.9% | Added |
| Capital Management Associates, Inc | 3,803 | $219.1K | 0.04% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,800 | $219.0K | 0.04% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,793 | $218.6K | 0.05% | −202−5.1% | Reduced |
| Berger Financial Group, Inc | 3,784 | $218.1K | 0.01% | −245−6.1% | Reduced |
| Shepherd Financial Partners LLC | 3,784 | $218.0K | 0.02% | −487−11.4% | Reduced |
| Paulson Wealth Management Inc. | 3,777 | $217.6K | 0.05% | +3,777 | New |
| Charles Schwab Trust Co | 3,775 | $217.5K | 0.01% | +400+11.9% | Added |
| Arrow Financial Corp | 3,765 | $216.9K | 0.02% | −566−13.1% | Reduced |
| Paul Damon & Associates, Inc. | 3,764 | $216.9K | 0.08% | +3,764 | New |
| LeConte Wealth Management, LLC | 3,764 | $216.9K | 0.12% | +3,764 | New |
| Kaufman Rossin Wealth, LLC | 3,743 | $216.9K | 0.10% | −568−13.2% | Reduced |
| Vantus Wealth LLC | 3,760 | $216.7K | 0.12% | +3,760 | New |
| Creative Financial Designs Inc | 3,756 | $216.4K | 0.01% | +687+22.4% | Added |
| Compass Ion Advisors, LLC | 3,752 | $216.2K | 0.02% | −37−1.0% | Reduced |
| Pacific Sage Partners, LLC | 3,749 | $216.0K | 0.03% | −550−12.8% | Reduced |
| Woodward Diversified Capital, LLC | 3,744 | $215.7K | 0.10% | 00.0% | Unchanged |
| Vistica Wealth Advisors, LLC | 3,731 | $215.0K | 0.19% | −790−17.5% | Reduced |
| Stony Point Wealth Management Inc. | 3,730 | $214.9K | 0.08% | +10.0% | Added |
| Clark Asset Management, LLC | 3,726 | $214.7K | 0.02% | +309+9.0% | Added |
| Exeter Financial, LLC | 3,724 | $214.6K | 0.08% | −277−6.9% | Reduced |
| Cpwa, LLC | 3,722 | $214.4K | 0.25% | +107+3.0% | Added |
| Schonfeld Strategic Advisors LLC | 8,937 | $214.4K | 0.00% | −146,481−94.2% | Reduced |
| Millennium Capital Advisors, LLC | 3,712 | $213.9K | 0.12% | +2+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 3,707 | $213.6K | 0.04% | −3,385−47.7% | Reduced |
| Skba Capital Management LLC | 3,700 | $213.2K | 0.04% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,698 | $213.1K | 0.05% | −800−17.8% | Reduced |
| Uniting Wealth Partners, LLC | 3,697 | $213.0K | 0.04% | +3,697 | New |
| Finward Bancorp | 3,695 | $212.9K | 0.16% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 3,671 | $211.5K | 0.14% | −100−2.7% | Reduced |
| S.A. Mason LLC | 3,669 | $211.4K | 0.06% | +2+0.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 3,667 | $211.3K | 0.09% | +3,667 | New |
| Basso Capital Management, L.P. | 3,656 | $210.7K | 0.05% | +2,072+130.8% | Added |
| Breakwater Capital Group | 3,651 | $210.4K | 0.03% | −507−12.2% | Reduced |
| True North Advisors, LLC | 3,649 | $210.3K | 0.02% | −1,499−29.1% | Reduced |
| Slocum, Gordon & Co LLP | 3,646 | $210.1K | 0.14% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,640 | $209.7K | 0.06% | +33+0.9% | Added |
| 49 Wealth Management, LLC | 3,637 | $209.6K | 0.04% | +3,637 | New |
| Alongside, LLC | 3,637 | $209.6K | 0.04% | +3,637 | New |
| TigerOak Management, L.L.C. | 3,627 | $209.0K | 0.06% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,625 | $208.9K | 0.03% | +365+11.2% | Added |
| Hudson Valley Investment Advisors Inc | 3,620 | $208.6K | 0.03% | −269−6.9% | Reduced |
| Florida Financial Advisors, LLC | 3,617 | $208.5K | 0.04% | +122+3.5% | Added |
| HBE Wealth Management, LLC | 3,611 | $208.1K | 0.15% | −22−0.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,611 | $208.1K | 0.04% | +3,611 | New |
| Alliance Wealth Advisors, LLC | 3,603 | $207.6K | 0.08% | −122−3.3% | Reduced |
| Smith Group Asset Management, LLC | 3,600 | $207.4K | 0.01% | −10,250−74.0% | Reduced |
| Schmidt P J Investment Management Inc | 3,600 | $207.4K | 0.03% | −150−4.0% | Reduced |
| CTC Alternative Strategies, Ltd. | 3,600 | $207.4K | 0.30% | +3,600 | New |
| Doheny Asset Management | 3,600 | $207.0K | 0.12% | −600−14.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,584 | $206.5K | 0.04% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 3,579 | $206.3K | 0.10% | +4+0.1% | Added |
| Accel Wealth Management | 3,580 | $206.3K | 0.05% | +11+0.3% | Added |
| KG&L Capital Management,LLC | 3,578 | $206.2K | 0.12% | +3,578 | New |
| Jacobs & Co | 3,580 | $206.0K | 0.02% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 3,572 | $205.8K | 0.03% | +10+0.3% | Added |
| Pine Haven Investment Counsel, Inc | 3,561 | $205.2K | 0.14% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 3,561 | $205.2K | 0.03% | −75−2.1% | Reduced |
| Carl P. Sherr & Co., LLC | 3,552 | $204.7K | 0.09% | −3,916−52.4% | Reduced |
| Norris Perne & French LLP | 3,548 | $204.4K | 0.01% | +3,548 | New |
| Focus Financial Network, Inc. | 3,539 | $203.9K | 0.01% | −759−17.7% | Reduced |
| Round Rock Advisors, LLC | 3,538 | $203.9K | 0.03% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,535 | $203.7K | 0.01% | −154−4.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,529 | $203.3K | 0.06% | +13+0.4% | Added |
| Richardson Financial Services Inc. | 3,525 | $203.1K | 0.12% | +2,975+540.9% | Added |
| Traphagen Investment Advisors LLC | 3,502 | $201.8K | 0.01% | +11+0.3% | Added |
| Agate Pass Investment Management, LLC | 3,500 | $201.7K | 0.07% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,499 | $201.6K | 0.02% | −468−11.8% | Reduced |
| EntryPoint Capital, LLC | 3,499 | $201.6K | 0.05% | −17,511−83.3% | Reduced |
| Money Concepts Capital Corp | 3,497 | $201.5K | 0.01% | +3,497 | New |
| Marble Harbor Investment Counsel, LLC | 3,491 | $201.1K | 0.02% | −1,852−34.7% | Reduced |
| Collar Capital Management, LLC | 3,485 | $200.8K | 0.12% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,477 | $200.3K | 0.01% | +3,477 | New |
| Real Talk Capital, LLC | 3,476 | $200.3K | 0.15% | +3,476 | New |
| Colonial Trust Advisors | 3,467 | $199.8K | 0.01% | +416+13.6% | Added |
| Howard Capital Management Group, LLC | 3,455 | $199.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,450 | $198.8K | 0.03% | +81+2.4% | Added |
| Boreal Capital Management LLC | 3,385 | $195.0K | 0.15% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3,379 | $194.7K | 0.03% | +338+11.1% | Added |
| Mosley Wealth Management | 3,371 | $194.2K | 0.06% | +3,200+1,871.3% | Added |
| Horizon Bancorp Inc | 3,365 | $194.0K | 0.09% | +65+2.0% | Added |
| Creative Capital Management Investments LLC | 3,255 | $187.6K | 0.04% | +128+4.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,100 | $179.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 3,066 | $177.0K | 0.03% | −37−1.2% | Reduced |
| Chapman Financial Group, LLC | 3,045 | $175.5K | 0.12% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,040 | $175.2K | 0.02% | +4+0.1% | Added |
| Gen-Wealth Partners Inc | 3,024 | $174.2K | 0.05% | +604+25.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,000 | $172.9K | 0.09% | −700−18.9% | Reduced |
| SJS Investment Consulting Inc. | 2,963 | $170.7K | 0.02% | +118+4.1% | Added |
| Southern Michigan Bank & Trust | 2,920 | $168.3K | 0.06% | +100+3.5% | Added |
| Quent Capital, LLC | 2,881 | $166.0K | 0.01% | +315+12.3% | Added |
| TrustBank | 2,857 | $164.6K | 0.06% | +2,857 | New |
| Tower View Investment Management & Research LLC | 2,836 | $163.4K | 0.07% | +25+0.9% | Added |