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 |
|---|---|---|---|---|---|
| MidFirst Bank | 443 | $25.5K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 441 | $25.4K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 437 | $25.2K | 0.01% | +437 | New |
| Navigoe, LLC | 445 | $25.0K | 0.01% | +45+11.3% | Added |
| Bell Investment Advisors, Inc | 420 | $24.2K | 0.00% | −122−22.5% | Reduced |
| 1015 Capital Partners, LLC | 418 | $24.1K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 395 | $22.8K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 375 | $22.0K | 0.00% | −69−15.5% | Reduced |
| Tripletail Wealth Management, LLC | 376 | $21.9K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 376 | $21.7K | 0.00% | +24+6.8% | Added |
| Main Street Group, LTD | 375 | $21.6K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 370 | $21.3K | 0.00% | +62+20.1% | Added |
| Hager Investment Management Services, LLC | 370 | $21.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 363 | $20.9K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 357 | $20.6K | 0.01% | +357 | New |
| Migdal Insurance & Financial Holdings Ltd. | 343 | $19.8K | 0.00% | +343 | New |
| IAG Wealth Partners, LLC | 335 | $19.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 330 | $19.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 339 | $19.0K | 0.00% | +10+3.0% | Added |
| Fourth Dimension Wealth, LLC | 323 | $18.6K | 0.01% | +73+29.2% | Added |
| YANKCOM Partnership | 322 | $18.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 311 | $17.9K | 0.00% | +4+1.3% | Added |
| Corsicana & Co. | 310 | $17.9K | 0.01% | +310 | New |
| Hoey Investments, Inc | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 300 | $17.3K | 0.01% | +7+2.4% | Added |
| Dorato Capital Management | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 294 | $16.9K | 0.01% | +119+68.0% | Added |
| Phillip James Consulting Co. | 285 | $16.4K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 283 | $16.3K | 0.01% | +153+117.7% | Added |
| Miller Wealth Advisors, LLC | 281 | $16.2K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 275 | $15.8K | 0.02% | 00.0% | Unchanged |
| Sfam, LLC | 273 | $15.7K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 270 | $15.6K | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 269 | $15.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 260 | $15.0K | 0.00% | +6+2.4% | Added |
| Sunrise Financial Services, LLC | 240 | $13.8K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 235 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 230 | $13.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 224 | $12.9K | 0.00% | +24+12.0% | Added |
| Fedenia Advisers LLC | 220 | $12.7K | 0.00% | +220 | New |
| DiNuzzo Private Wealth, Inc. | 214 | $12.3K | 0.00% | −1−0.5% | Reduced |
| Vision Retirement, LLC | 209 | $12.1K | 0.00% | +1+0.5% | Added |
| Principia Wealth Advisory, LLC | 207 | $11.9K | 0.01% | +79+61.7% | Added |
| PayPay Securities Corp | 207 | $11.9K | 0.46% | +169+444.7% | Added |
| Ball & Co Wealth Management Inc. | 198 | $11.0K | 0.01% | +2+1.0% | Added |
| Dynamic Wealth Strategies, LLC | 190 | $10.9K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 190 | $10.9K | 0.01% | +190 | New |
| Stone House Investment Management, LLC | 187 | $10.8K | 0.00% | +133+246.3% | Added |
| Synergy Investment Management, LLC | 166 | $10.5K | 0.00% | +71+74.7% | Added |
| 1 North Wealth Services LLC | 180 | $10.4K | 0.00% | +24+15.4% | Added |
| Forum Finance Group S.A. | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Toews Corp | 172 | $9.91K | 0.00% | +172 | New |
| Winthrop Capital Management, LLC | 152 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 153 | $8.82K | 0.00% | −152−49.8% | Reduced |
| Montgomery Financial Services LLC | 153 | $8.81K | 0.01% | +153 | New |
| Midwest Capital Advisors, LLC | 150 | $8.64K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 148 | $8.53K | 0.00% | −20−11.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 144 | $8.30K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 141 | $8.11K | 0.00% | +2+1.4% | Added |
| Financial Gravity Companies, Inc. | 137 | $7.89K | 0.00% | +137 | New |
| Strengthening Families & Communities, LLC | 135 | $7.79K | 0.00% | +17+14.4% | Added |
| Hamrick Investment Counsel, llc | 135 | $7.78K | 0.01% | −4,006−96.7% | Reduced |
| Marquette Asset Management, LLC | 132 | $7.61K | 0.00% | −57−30.2% | Reduced |
| Key Capital Management, INC | 131 | $7.55K | 0.00% | +121+1,210.0% | Added |
| High Point Wealth Management, LLC | 127 | $7.33K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 124 | $7.14K | 0.00% | +8+6.9% | Added |
| Kozak & Associates, Inc. | 125 | $7.07K | 0.00% | −162−56.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 119 | $6.87K | 0.00% | +53+80.3% | Added |
| Altshuler Shaham Ltd | 112 | $6.45K | 0.00% | +112 | New |
| Quest 10 Wealth Builders, Inc. | 109 | $6.28K | 0.00% | +7+6.9% | Added |
| Point Nemo Capital, LLC | 107 | $6.17K | 0.00% | +107 | New |
| Napier Financial, LLC | 103 | $5.93K | 0.00% | −5−4.6% | Reduced |
| Gleason Group, Inc. | 101 | $5.82K | 0.00% | −99−49.5% | Reduced |
| VPR Management LLC | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $5.76K | 0.00% | +47+88.7% | Added |
| NVWM, LLC | 93 | $5.37K | 0.00% | +5+5.7% | Added |
| United Financial Planning Group LLC | 92 | $5.30K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 83 | $5.04K | 0.00% | +83 | New |
| Strategic Wealth Advisors LLC | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 83 | $4.78K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 80 | $4.61K | 0.00% | −22−21.6% | Reduced |
| First Community Trust NA | 80 | $4.61K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 64 | $3.69K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 60 | $3.46K | 0.00% | +7+13.2% | Added |
| Rakuten Securities, Inc. | 59 | $3.40K | 0.00% | −103−63.6% | Reduced |
| Davis Capital Management | 59 | $3.40K | 0.00% | +40+210.5% | Added |
| MRP Capital Investments, LLC | 58 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $3.11K | 0.00% | −18−25.0% | Reduced |
| Ulland Investment Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 51 | $2.94K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 51 | $2.91K | 0.00% | +51 | New |
| Bullseye Investment Management, LLC | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 50 | $2.88K | 0.00% | +50 | New |
| Holos Integrated Wealth LLC | 49 | $2.84K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 48 | $2.76K | 0.00% | −14−22.6% | Reduced |
| Luminist Capital LLC | 47 | $2.71K | 0.00% | +47 | New |
| Fountainhead AM, LLC | 46 | $2.66K | 0.00% | −150−76.5% | Reduced |
| Tounjian Advisory Partners, LLC | 43 | $2.47K | 0.00% | +43 | New |