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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 1,215 | $70.0K | 0.00% | −3−0.2% | Reduced |
| Atlantic Trust, LLC | 1,212 | $69.8K | 0.01% | −1,211−50.0% | Reduced |
| Fortitude Family Office, LLC | 1,205 | $69.4K | 0.01% | +542+81.7% | Added |
| Olistico Wealth, LLC | 1,200 | $69.1K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,198 | $69.0K | 0.04% | −365−23.4% | Reduced |
| Fairscale Capital, LLC | 1,197 | $69.0K | 0.04% | −1,000−45.5% | Reduced |
| Osbon Capital Management LLC | 1,194 | $68.8K | 0.05% | +180+17.8% | Added |
| HHM Wealth Advisors, LLC | 1,183 | $68.2K | 0.01% | +83+7.5% | Added |
| MV Capital Management, Inc. | 1,153 | $66.4K | 0.01% | −32−2.7% | Reduced |
| Tidemark, LLC | 1,152 | $66.4K | 0.01% | −7,214−86.2% | Reduced |
| Silicon Valley Capital Partners | 1,130 | $65.1K | 0.01% | −24−2.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,123 | $64.7K | 0.20% | −2,032−64.4% | Reduced |
| Essex Investment Management Co LLC | 1,120 | $64.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,119 | $64.5K | 0.01% | −842−42.9% | Reduced |
| MB, Levis & Associates, LLC | 1,113 | $64.1K | 0.02% | +12+1.1% | Added |
| Buck Wealth Strategies, LLC | 1,107 | $63.8K | 0.01% | +1,107 | New |
| Raffa Wealth Management, LLC | 1,069 | $61.6K | 0.01% | +34+3.3% | Added |
| Blume Capital Management, Inc. | 1,054 | $60.7K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,039 | $59.8K | 0.02% | −231−18.2% | Reduced |
| Financial Perspectives, Inc | 1,033 | $59.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,020 | $58.8K | 0.03% | +1,020 | New |
| Costello Asset Management, INC | 1,000 | $57.6K | 0.02% | −100−9.1% | Reduced |
| Guardian Partners Inc. | 1,000 | $57.6K | 0.01% | +1,000 | New |
| Hoese & Co LLP | 1,000 | $57.6K | 0.04% | +1,000 | New |
| Sachetta, LLC | 994 | $57.2K | 0.03% | −101−9.2% | Reduced |
| Godfrey Financial Associates, Inc. | 988 | $56.9K | 0.04% | −254−20.5% | Reduced |
| Accordant Advisory Group Inc | 980 | $56.5K | 0.04% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $56.4K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 979 | $56.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 972 | $56.0K | 0.04% | +55+6.0% | Added |
| Nexus Investment Management ULC | 953 | $54.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 939 | $54.1K | 0.05% | +13+1.4% | Added |
| Birchwood Financial Partners, Inc. | 930 | $53.6K | 0.04% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 930 | $53.6K | 0.01% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 929 | $53.5K | 0.00% | +929 | New |
| JCIC Asset Management Inc. | 875 | $53.1K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 920 | $53.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 919 | $53.0K | 0.01% | +8+0.9% | Added |
| REAP Financial Group, LLC | 916 | $52.8K | 0.01% | −69−7.0% | Reduced |
| Security National Bank of Sioux City Iowa | 894 | $51.5K | 0.02% | +894 | New |
| Birchbrook, Inc. | 885 | $51.0K | 0.02% | −15,107−94.5% | Reduced |
| Frazier Financial Advisors, LLC | 883 | $50.9K | 0.03% | −13−1.5% | Reduced |
| Westfuller Advisors, LLC | 874 | $50.3K | 0.02% | +533+156.3% | Added |
| Entrust Financial LLC | 870 | $50.1K | 0.03% | +6+0.7% | Added |
| Gill Capital Partners, LLC | 865 | $49.8K | 0.01% | +351+68.3% | Added |
| HighMark Wealth Management LLC | 863 | $49.7K | 0.02% | −233−21.3% | Reduced |
| Kemnay Advisory Services Inc. | 862 | $49.7K | 0.01% | +42+5.1% | Added |
| PlanVest Financial, Inc | 852 | $49.1K | 0.03% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 829 | $47.8K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 825 | $47.5K | 0.01% | +3+0.4% | Added |
| Northstar Asset Management LLC | 750 | $46.6K | 0.01% | +750 | New |
| Albion Financial Group | 800 | $46.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 800 | $46.1K | 0.01% | +2+0.3% | Added |
| Rachor Investment Advisory Services, LLC | 799 | $46.0K | 0.02% | +1+0.1% | Added |
| Lipe & Dalton | 800 | $46.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 744 | $45.2K | 0.01% | −57−7.1% | Reduced |
| Highland Investment Advisors LLC | 770 | $44.4K | 0.02% | +770 | New |
| Penserra Capital Management LLC | 754 | $43.0K | 0.00% | +583+340.9% | Added |
| Sarver Vrooman Wealth Advisors | 747 | $42.7K | 0.03% | −20−2.6% | Reduced |
| Kerr Financial Planning Corp | 728 | $41.9K | 0.05% | +3+0.4% | Added |
| Robbins Farley LLC | 721 | $41.5K | 0.02% | −182−20.2% | Reduced |
| Fairman Group, LLC | 718 | $41.4K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 717 | $41.3K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 708 | $40.8K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 700 | $40.3K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 684 | $39.4K | 0.01% | −6−0.9% | Reduced |
| TSFG, LLC | 657 | $38.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 655 | $37.7K | 0.02% | +1+0.2% | Added |
| Raleigh Capital Management Inc. | 649 | $37.4K | 0.01% | −45−6.5% | Reduced |
| West Paces Advisors Inc. | 648 | $37.3K | 0.01% | +648 | New |
| Comprehensive Financial Planning, Inc. | 646 | $37.2K | 0.02% | +6+0.9% | Added |
| UMA Financial Services, Inc. | 640 | $36.9K | 0.00% | +8+1.3% | Added |
| Core Alternative Capital | 620 | $35.7K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 611 | $35.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 610 | $35.1K | 0.00% | +610 | New |
| Kilter Group LLC | 605 | $34.9K | 0.01% | +53+9.6% | Added |
| Keb Asset Management, LLC | 600 | $34.6K | 0.01% | +600 | New |
| Decker Retirement Planning Inc. | 600 | $34.6K | 0.01% | +600 | New |
| Dogwood Wealth Management LLC | 597 | $34.4K | 0.01% | −97−14.0% | Reduced |
| Groupe la Francaise | 590 | $33.4K | 0.00% | +501+562.9% | Added |
| Insight Financial Services | 579 | $33.4K | 0.02% | 00.0% | Unchanged |
| Bayban | 575 | $33.1K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 569 | $32.8K | 0.01% | +6+1.1% | Added |
| Addison Advisors LLC | 549 | $31.6K | 0.01% | −3,568−86.7% | Reduced |
| IMG Wealth Management, Inc. | 525 | $30.3K | 0.02% | −9−1.7% | Reduced |
| Avalon Trust Co | 521 | $30.0K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 513 | $29.6K | 0.03% | −520−50.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 507 | $29.2K | 0.01% | +80+18.7% | Added |
| 10Elms LLP | 504 | $29.0K | 0.01% | +504 | New |
| Operose Advisors LLC | 500 | $28.8K | 0.01% | −338−40.3% | Reduced |
| Vermillion Wealth Management, Inc. | 500 | $28.8K | 0.01% | −251−33.4% | Reduced |
| Fortis Group Advisors, LLC | 500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 492 | $28.3K | 0.02% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 470 | $27.1K | 0.00% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 460 | $26.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 435 | $26.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 457 | $26.3K | 0.01% | −560−55.1% | Reduced |
| Godsey & Gibb Associates | 455 | $26.2K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 450 | $25.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 449 | $25.9K | 0.01% | −60−11.8% | Reduced |