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 |
|---|---|---|---|---|---|
| HFM Investment Advisors, LLC | 2,813 | $162.1K | 0.06% | +76+2.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,792 | $160.9K | 0.02% | +123+4.6% | Added |
| Strive Financial Group ,LLC | 2,788 | $160.7K | 0.07% | −186−6.3% | Reduced |
| Pacific Center for Financial Services | 2,757 | $158.9K | 0.04% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2,749 | $158.2K | 0.02% | +2,749 | New |
| First Command Advisory Services, Inc. | 2,729 | $157.2K | 0.00% | −320−10.5% | Reduced |
| Covestor Ltd | 2,695 | $155.0K | 0.09% | +47+1.8% | Added |
| Clean Yield Group | 2,680 | $154.4K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,626 | $151.3K | 0.09% | +787+42.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,607 | $150.2K | 0.05% | +1,027+65.0% | Added |
| CrossGen Wealth, LLC | 2,539 | $146.3K | 0.11% | +5+0.2% | Added |
| Silver Grove Financial Group, Inc. | 2,491 | $143.5K | 0.08% | +2,377+2,085.1% | Added |
| BOK Financial Private Wealth, Inc. | 2,482 | $143.0K | 0.01% | −298−10.7% | Reduced |
| S&T Bank | 2,458 | $141.6K | 0.04% | +542+28.3% | Added |
| JFS Wealth Advisors, LLC | 2,428 | $139.9K | 0.01% | +121+5.2% | Added |
| American Capital Advisory, LLC | 2,414 | $139.1K | 0.05% | +17+0.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 2,412 | $139.0K | 0.02% | +1,124+87.3% | Added |
| Allied Private Wealth LLC | 2,399 | $138.0K | 0.09% | +2,399 | New |
| DT Investment Partners, LLC | 2,383 | $137.3K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 2,369 | $136.5K | 0.01% | +372+18.6% | Added |
| West Branch Capital LLC | 2,350 | $135.4K | 0.03% | −400−14.5% | Reduced |
| Bogart Wealth, LLC | 2,344 | $135.0K | 0.00% | −40−1.7% | Reduced |
| Optiver Holding B.V. | 2,302 | $132.6K | 0.00% | +2,302 | New |
| Piscataqua Savings Bank | 2,294 | $132.2K | 0.09% | −800−25.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,289 | $131.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,274 | $131.0K | 0.01% | +5+0.2% | Added |
| Advocate Investing Services LLC | 2,266 | $130.6K | 0.10% | 00.0% | Unchanged |
| American National Bank | 2,250 | $129.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,281 | $128.7K | 0.01% | −19−0.8% | Reduced |
| Tiaa Trust, National Association | 2,233 | $128.7K | 0.01% | +10.0% | Added |
| Quaker Wealth Management, LLC | 2,138 | $123.2K | 0.04% | +223+11.6% | Added |
| Cranbrook Wealth Management, LLC | 2,136 | $123.1K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,134 | $123.0K | 0.06% | −2,905−57.7% | Reduced |
| Cheviot Value Management, LLC | 2,125 | $122.4K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 2,117 | $122.0K | 0.09% | −732−25.7% | Reduced |
| Strategic Investment Advisors | 2,088 | $120.3K | 0.01% | +430+25.9% | Added |
| Medallion Wealth Advisors, LLC | 2,084 | $120.1K | 0.04% | −1,038−33.2% | Reduced |
| Strategic Investment Solutions, Inc. | 2,031 | $117.0K | 0.03% | +22+1.1% | Added |
| Swiss Re Ltd | 2,029 | $116.9K | 0.01% | +1,559+331.7% | Added |
| Knott David M Jr | 2,000 | $115.2K | 0.06% | −11,622−85.3% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $115.2K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,000 | $115.2K | 0.01% | +2,000 | New |
| Coston, McIsaac & Partners | 2,010 | $115.0K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,914 | $110.3K | 0.00% | +68+3.7% | Added |
| Community Financial Services Group, LLC | 1,931 | $109.0K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,889 | $108.8K | 0.02% | −2−0.1% | Reduced |
| Gilpin Wealth Management, LLC | 1,883 | $108.5K | 0.08% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,874 | $108.0K | 0.01% | +84+4.7% | Added |
| Tanglewood Legacy Advisors, LLC | 1,868 | $107.6K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,849 | $106.5K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,848 | $106.5K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,848 | $106.5K | 0.00% | +5+0.3% | Added |
| Bravera Wealth | 1,825 | $105.2K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,819 | $104.8K | 0.06% | −64−3.4% | Reduced |
| Adkins Seale Capital Management LLC | 1,803 | $103.9K | 0.09% | −112−5.8% | Reduced |
| Board of the Pension Protection Fund | 1,800 | $103.7K | 0.10% | +700+63.6% | Added |
| Abound Wealth Management | 1,791 | $103.2K | 0.02% | −351−16.4% | Reduced |
| Clear Street Markets LLC | 1,783 | $102.7K | 0.02% | −1,351−43.1% | Reduced |
| N.E.W. Advisory Services LLC | 1,766 | $101.7K | 0.01% | −380−17.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,749 | $100.8K | 0.02% | +1,053+151.3% | Added |
| Advantage Trust Co | 1,700 | $98.0K | 0.03% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 1,700 | $98.0K | 0.06% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,699 | $97.9K | 0.03% | +45+2.7% | Added |
| Center for Financial Planning, Inc. | 1,671 | $96.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,650 | $95.1K | 0.02% | −42−2.5% | Reduced |
| Lodestone Wealth Management LLC | 1,635 | $94.2K | 0.03% | +13+0.8% | Added |
| Beaird Harris Wealth Management, LLC | 1,607 | $92.6K | 0.01% | +4+0.2% | Added |
| High Note Wealth, LLC | 1,586 | $91.4K | 0.02% | −55−3.4% | Reduced |
| Financial Consulate, Inc | 1,572 | $90.6K | 0.01% | −74−4.5% | Reduced |
| Markowski Investments | 1,569 | $90.4K | 0.02% | +1,569 | New |
| Founders Capital Management | 1,500 | $86.4K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,484 | $85.5K | 0.04% | +1,484 | New |
| University of Texas/Texas Am Investment Managment Co | 1,460 | $84.1K | 0.01% | +1,460 | New |
| Canton Hathaway, LLC | 1,445 | $83.3K | 0.02% | −1,950−57.4% | Reduced |
| Battery Global Advisors, LLC | 1,436 | $82.7K | 0.04% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 1,435 | $82.7K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,420 | $82.0K | 0.00% | −34−2.3% | Reduced |
| ZRC Wealth Management, LLC | 1,417 | $81.6K | 0.02% | +260+22.5% | Added |
| Monetary Solutions, Ltd | 1,400 | $80.7K | 0.07% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,393 | $80.3K | 0.05% | −345−19.9% | Reduced |
| Activest Wealth Management | 1,389 | $80.0K | 0.02% | −767−35.6% | Reduced |
| Ogorek Anthony Joseph | 1,392 | $80.0K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,390 | $80.0K | 0.01% | +3+0.2% | Added |
| Capula Management Ltd | 1,373 | $79.1K | 0.00% | −2,740−66.6% | Reduced |
| Planning Strategies Inc. | 1,361 | $78.4K | 0.05% | +1,361 | New |
| Hara Capital LLC | 1,360 | $78.4K | 0.04% | −550−28.8% | Reduced |
| Maseco LLP | 1,352 | $77.9K | 0.00% | −130−8.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,348 | $77.7K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,341 | $77.3K | 0.05% | −367−21.5% | Reduced |
| NBH Bank | 1,340 | $77.2K | 0.03% | +1,340 | New |
| Proffitt & Goodson Inc | 1,330 | $76.6K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,304 | $75.1K | 0.02% | +1,053+419.5% | Added |
| Orion Capital Management LLC | 1,300 | $74.9K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 1,294 | $74.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,254 | $72.3K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 1,250 | $72.0K | 0.01% | −82−6.2% | Reduced |
| Heritage Wealth Advisors | 1,250 | $72.0K | 0.00% | +150+13.6% | Added |
| Vision Financial Markets LLC | 1,261 | $71.1K | 0.06% | +3+0.2% | Added |
| Tradewinds Capital Management, LLC | 1,232 | $71.0K | 0.01% | +13+1.1% | Added |
| Bellevue Group AG | 1,216 | $70.1K | 0.00% | −15,822−92.9% | Reduced |