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; 2,529 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
- 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
- 1,004 more added
- Sold out
- 158
- 1,005 more reduced
32 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 | 2,529 | $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 |
|---|---|---|---|---|---|
| SS&H Financial Advisors, Inc. | 72,300 | $4.17M | 1.07% | +72,300 | New |
| Argyle Capital Management Inc. | 72,282 | $4.16M | 1.20% | +1,055+1.5% | Added |
| IHT Wealth Management, LLC | 72,038 | $4.15M | 0.09% | +6,106+9.3% | Added |
| Donaldson Capital Management, LLC | 71,766 | $4.14M | 0.12% | +6,739+10.4% | Added |
| Tokio Marine Asset Management Co Ltd | 71,738 | $4.13M | 0.13% | +914+1.3% | Added |
| Round Hill Asset Management | 71,646 | $4.13M | 2.59% | −785−1.1% | Reduced |
| Summit Trail Advisors, LLC | 71,425 | $4.12M | 0.05% | +111+0.2% | Added |
| Principal Securities, Inc. | 71,067 | $4.09M | 0.05% | +8,555+13.7% | Added |
| Wakefield Asset Management LLLP | 70,404 | $4.06M | 0.91% | +29,055+70.3% | Added |
| Benedict Financial Advisors Inc | 70,088 | $4.04M | 0.78% | +902+1.3% | Added |
| Excelsior Advisor Network LLC | 69,858 | $4.03M | 0.53% | +66,153+1,785.5% | Added |
| E. Ohman J:or Asset Management AB | 69,612 | $4.01M | 0.09% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 69,500 | $4.00M | 0.95% | 00.0% | Unchanged |
| Kendall Capital Management | 69,150 | $3.98M | 0.66% | +7,595+12.3% | Added |
| Leibman Financial Services, Inc. | 69,007 | $3.98M | 2.64% | +2,100+3.1% | Added |
| Aprio Wealth Management, LLC | 68,912 | $3.97M | 0.20% | −1,561−2.2% | Reduced |
| Wedbush Securities Inc | 68,538 | $3.95M | 0.10% | −1,512−2.2% | Reduced |
| Sowell Financial Services LLC | 68,220 | $3.93M | 0.13% | −174−0.3% | Reduced |
| Greater Midwest Financial Group, LLC | 67,914 | $3.91M | 1.95% | +11,766+21.0% | Added |
| Gladstone Institutional Advisory LLC | 67,905 | $3.91M | 0.12% | +361+0.5% | Added |
| Perigon Wealth Management, LLC | 67,767 | $3.90M | 0.06% | −4,237−5.9% | Reduced |
| Bleakley Financial Group, LLC | 67,743 | $3.90M | 0.05% | +24,421+56.4% | Added |
| Avantax Planning Partners, Inc. | 67,492 | $3.89M | 0.10% | +445+0.7% | Added |
| Quantitative Investment Management, LLC | 67,290 | $3.88M | 0.42% | +67,290 | New |
| Royal Fund Management, LLC | 67,139 | $3.87M | 0.32% | +4,236+6.7% | Added |
| St. Louis Trust Co | 33,158 | $3.85M | 1.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 66,843 | $3.85M | 0.03% | −653−1.0% | Reduced |
| Marietta Investment Partners LLC | 66,262 | $3.82M | 0.66% | +1,270+2.0% | Added |
| KCM Capital Inc | 65,800 | $3.79M | 0.62% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 65,473 | $3.77M | 0.04% | +311+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 65,413 | $3.77M | 0.11% | −9,765−13.0% | Reduced |
| Bull Harbor Capital LLC | 65,358 | $3.77M | 0.73% | +4,038+6.6% | Added |
| 44 Wealth Management LLC | 65,070 | $3.75M | 1.24% | +20,843+47.1% | Added |
| Jacobi Capital Management LLC | 64,849 | $3.74M | 0.18% | −1,042−1.6% | Reduced |
| Savvy Advisors, Inc. | 64,644 | $3.72M | 0.08% | +2,117+3.4% | Added |
| Chicago Partners Investment Group LLC | 60,440 | $3.72M | 0.07% | −3,706−5.8% | Reduced |
| Tufton Capital Management | 64,310 | $3.71M | 0.62% | −60−0.1% | Reduced |
| IFG Advisory, LLC | 64,156 | $3.70M | 0.13% | +64,156 | New |
| Axxcess Wealth Management, LLC | 64,132 | $3.70M | 0.06% | +64,132 | New |
| Voleon Capital Management LP | 64,106 | $3.69M | 0.07% | +56,726+768.6% | Added |
| Novem Group | 64,002 | $3.69M | 0.37% | +55,701+671.0% | Added |
| Brinker Capital Investments, LLC | 63,891 | $3.68M | 0.03% | −1,069−1.6% | Reduced |
| Morningstar Investment Management LLC | 60,529 | $3.67M | 0.23% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 62,967 | $3.63M | 0.14% | −4,873−7.2% | Reduced |
| Callan Family Office, LLC | 62,042 | $3.57M | 0.07% | +16,816+37.2% | Added |
| Griffin Asset Management, Inc. | 61,710 | $3.56M | 0.37% | −80.0% | Reduced |
| Adviser Investments LLC | 61,642 | $3.55M | 0.03% | −7,667−11.1% | Reduced |
| Ostrum Asset Management | 61,627 | $3.55M | 0.17% | +7,529+13.9% | Added |
| Park Place Capital Corp | 61,611 | $3.55M | 0.56% | +57,682+1,468.1% | Added |
| Metis Global Partners, LLC | 61,550 | $3.55M | 0.08% | −32,454−34.5% | Reduced |
| MUFG Securities Americas Inc. | 61,504 | $3.54M | 0.18% | +5,154+9.1% | Added |
| Farmers & Merchants Investments Inc | 61,042 | $3.52M | 0.09% | −50−0.1% | Reduced |
| Sippican Capital Advisors | 60,689 | $3.50M | 2.13% | 00.0% | Unchanged |
| Truvestments Capital LLC | 60,684 | $3.50M | 0.52% | +1,464+2.5% | Added |
| Partners Capital Investment Group, LLP | 60,405 | $3.48M | 0.12% | −10,303−14.6% | Reduced |
| Boothbay Fund Management, LLC | 60,305 | $3.47M | 0.07% | +5,738+10.5% | Added |
| American Financial Group Inc | 60,000 | $3.46M | 1.22% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 59,835 | $3.45M | 0.06% | +59,835 | New |
| Wesleyan Assurance Society | 59,492 | $3.43M | 0.17% | 00.0% | Unchanged |
| Integras Partners LLC | 59,474 | $3.43M | 1.89% | +890+1.5% | Added |
| Mission Wealth Management, LP | 59,419 | $3.42M | 0.04% | +30,267+103.8% | Added |
| Leelyn Smith, LLC | 59,312 | $3.42M | 0.42% | +1,221+2.1% | Added |
| WealthCare Asset Management, LLC | 58,974 | $3.40M | 1.42% | +58,974 | New |
| OmniStar Financial Group, Inc. | 58,507 | $3.37M | 1.55% | +4,345+8.0% | Added |
| Four Tree Island Advisory LLC | 58,337 | $3.36M | 1.11% | 00.0% | Unchanged |
| CenterBook Partners LP | 58,208 | $3.35M | 0.16% | +1,868+3.3% | Added |
| Mid-American Wealth Advisory Group, Inc. | 58,193 | $3.35M | 1.21% | −22,416−27.8% | Reduced |
| Boston Private Wealth LLC | 57,918 | $3.34M | 0.21% | −1,660−2.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 57,474 | $3.31M | 0.10% | −45,097−44.0% | Reduced |
| Capital International Ltd | 57,368 | $3.31M | 0.11% | +2,483+4.5% | Added |
| National Asset Management, Inc. | 56,350 | $3.30M | 0.18% | +655+1.2% | Added |
| Securian Asset Management, Inc | 54,255 | $3.30M | 0.12% | −991−1.8% | Reduced |
| IFP Advisors, Inc | 57,120 | $3.29M | 0.06% | +4,844+9.3% | Added |
| Coastal Bridge Advisors, LLC | 56,768 | $3.27M | 0.20% | −43−0.1% | Reduced |
| Orographic Financial Advisors, LLC | 51,149 | $3.26M | 2.16% | −225−0.4% | Reduced |
| Hudson Bay Capital Management LP | 56,540 | $3.26M | 0.02% | +56,540 | New |
| Foster & Motley Inc | 56,454 | $3.25M | 0.15% | +8,715+18.3% | Added |
| Carolina Wealth Advisors, LLC | 56,312 | $3.24M | 1.27% | −870−1.5% | Reduced |
| Asio Capital, LLC | 56,189 | $3.24M | 0.41% | +3,172+6.0% | Added |
| GF Fund Management Co. Ltd. | 56,106 | $3.23M | 0.04% | +593+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 56,089 | $3.23M | 0.03% | −127,141−69.4% | Reduced |
| Ascent Group, LLC | 55,716 | $3.21M | 0.10% | +17,649+46.4% | Added |
| Atom Investors LP | 55,638 | $3.21M | 0.29% | −68,887−55.3% | Reduced |
| Transcend Wealth Collective, LLC | 55,185 | $3.18M | 0.22% | +876+1.6% | Added |
| Neo Ivy Capital Management | 54,404 | $3.13M | 0.72% | +28,744+112.0% | Added |
| Pensionmark Financial Group, LLC | 51,758 | $3.13M | 0.05% | −8,153−13.6% | Reduced |
| Bonness Enterprises Inc | 54,300 | $3.13M | 1.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 54,193 | $3.12M | 0.08% | −491−0.9% | Reduced |
| Venture Visionary Partners LLC | 54,007 | $3.11M | 0.09% | −41−0.1% | Reduced |
| LMG Wealth Partners, LLC | 54,001 | $3.11M | 0.50% | +1,029+1.9% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.10M | 0.66% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 53,476 | $3.08M | 0.66% | −235−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 53,391 | $3.08M | 0.18% | −242−0.5% | Reduced |
| Exit Wealth Advisors, LLC. | 53,008 | $3.05M | 1.39% | +8,037+17.9% | Added |
| 1832 Asset Management L.P. | 52,979 | $3.05M | 0.00% | −71,335−57.4% | Reduced |
| Associated Banc-Corp | 52,919 | $3.05M | 0.07% | −2,134−3.9% | Reduced |
| Meridian Wealth Management, LLC | 52,891 | $3.05M | 0.09% | −2,243−4.1% | Reduced |
| PFG Investments, LLC | 52,772 | $3.04M | 0.12% | +6,336+13.6% | Added |
| NBT Bank N A | 52,754 | $3.04M | 0.20% | −3,727−6.6% | Reduced |
| V-Square Quantitative Management LLC | 52,713 | $3.04M | 0.29% | +4,478+9.3% | Added |