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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 52,522 | $3.03M | 0.83% | 00.0% | Unchanged |
| GAMMA Investing LLC | 52,327 | $3.02M | 0.11% | −1,556−2.9% | Reduced |
| Boston Partners | 51,843 | $2.99M | 0.00% | +3,311+6.8% | Added |
| Thomasville National Bank | 51,534 | $2.97M | 0.16% | +51,534 | New |
| Essex Financial Services, Inc. | 51,332 | $2.96M | 0.15% | −1,638−3.1% | Reduced |
| RMB Capital Management, LLC | 51,275 | $2.95M | 0.05% | −1,143−2.2% | Reduced |
| GAM Holding AG | 50,869 | $2.93M | 0.22% | 00.0% | Unchanged |
| Ossiam | 50,862 | $2.93M | 0.04% | +50,862 | New |
| Whittier Trust Co | 51,506 | $2.92M | 0.03% | −5,777−10.1% | Reduced |
| Frank, Rimerman Advisors LLC | 50,290 | $2.90M | 0.16% | −876−1.7% | Reduced |
| Nicolet Bankshares Inc | 50,571 | $2.90M | 0.09% | +366+0.7% | Added |
| Edgestream Partners, L.P. | 50,189 | $2.89M | 0.09% | −104,238−67.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 50,169 | $2.89M | 0.09% | −33,400−40.0% | Reduced |
| Harbour Investments, Inc. | 50,112 | $2.89M | 0.04% | −2,073−4.0% | Reduced |
| Trust Co of Vermont | 49,346 | $2.84M | 0.11% | +49,346 | New |
| Resonant Capital Advisors, LLC | 49,118 | $2.83M | 0.14% | −2,798−5.4% | Reduced |
| Snowden Capital Advisors LLC | 48,899 | $2.82M | 0.07% | −719−1.4% | Reduced |
| Mirador Capital Partners LP | 48,795 | $2.81M | 0.34% | −75−0.2% | Reduced |
| Mutual Advisors, LLC | 48,612 | $2.80M | 0.05% | +5,197+12.0% | Added |
| Centiva Capital, LP | 48,515 | $2.80M | 0.09% | −33,218−40.6% | Reduced |
| Steel Peak Wealth Management LLC | 48,151 | $2.77M | 0.07% | +21,442+80.3% | Added |
| Foresight Capital Management Advisors, Inc. | 48,144 | $2.77M | 1.35% | +11,774+32.4% | Added |
| Townsend & Associates, Inc | 45,898 | $2.76M | 0.24% | −547−1.2% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 47,612 | $2.74M | 1.38% | −1,348−2.8% | Reduced |
| Cohen Klingenstein LLC | 47,559 | $2.74M | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 47,373 | $2.73M | 0.33% | −41,210−46.5% | Reduced |
| Castle Rock Wealth Management, LLC | 47,869 | $2.70M | 0.53% | +1,506+3.2% | Added |
| Capital Asset Advisory Services LLC | 46,813 | $2.70M | 0.10% | +2,799+6.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,615 | $2.69M | 0.05% | −49,126−51.3% | Reduced |
| Romano Brothers and Company | 46,486 | $2.68M | 0.27% | −17,814−27.7% | Reduced |
| XML Financial, LLC | 46,441 | $2.68M | 0.19% | −5,040−9.8% | Reduced |
| AlphaCore Capital LLC | 46,389 | $2.67M | 0.05% | −261−0.6% | Reduced |
| Howard Capital Management Inc. | 46,206 | $2.66M | 0.03% | +9,620+26.3% | Added |
| Guyasuta Investment Advisors Inc | 46,071 | $2.65M | 0.14% | +50.0% | Added |
| Perpetual Ltd | 45,645 | $2.63M | 0.04% | −17,170−27.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 45,554 | $2.62M | 0.03% | −724−1.6% | Reduced |
| Hillman Capital Management, Inc. | 45,235 | $2.61M | 1.89% | −7,867−14.8% | Reduced |
| Kingsview Wealth Management, LLC | 45,093 | $2.60M | 0.03% | −69,975−60.8% | Reduced |
| L2 Asset Management, LLC | 45,073 | $2.60M | 0.27% | +19,933+79.3% | Added |
| Dana Investment Advisors, Inc. | 44,825 | $2.58M | 0.07% | −1,311−2.8% | Reduced |
| Cypress Capital, LLC | 44,705 | $2.58M | 0.70% | −1,356−2.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 44,552 | $2.57M | 0.03% | −154−0.3% | Reduced |
| HBK Sorce Advisory LLC | 40,142 | $2.55M | 0.05% | +318+0.8% | Added |
| Chicago Trust Co NA | 44,250 | $2.55M | 0.37% | +3,520+8.6% | Added |
| SummitTX Capital, L.P. | 44,239 | $2.55M | 0.07% | −95,431−68.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 44,119 | $2.54M | 0.05% | −2,227−4.8% | Reduced |
| WCG Wealth Advisors LLC | 43,889 | $2.53M | 0.06% | +3,526+8.7% | Added |
| Tower Research Capital LLC (TRC) | 43,803 | $2.52M | 0.06% | +14,943+51.8% | Added |
| Optimist Retirement Group LLC | 43,542 | $2.51M | 0.97% | −956−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 43,367 | $2.50M | 0.04% | +4,589+11.8% | Added |
| Pine Valley Investments Ltd Liability Co | 43,011 | $2.48M | 0.11% | +1,088+2.6% | Added |
| Clark Estates Inc | 43,000 | $2.48M | 0.57% | 00.0% | Unchanged |
| Alerus Financial NA | 42,984 | $2.48M | 0.11% | +23,224+117.5% | Added |
| Laird Norton Trust Company, LLC | 42,882 | $2.47M | 0.05% | −410−0.9% | Reduced |
| Mill Capital Management, LLC | 42,868 | $2.47M | 0.16% | 00.0% | Unchanged |
| Choate Investment Advisors | 42,788 | $2.47M | 0.04% | −3,362−7.3% | Reduced |
| Oarsman Capital, Inc. | 42,777 | $2.46M | 0.26% | +1,123+2.7% | Added |
| Evergreen Capital Management LLC | 42,722 | $2.46M | 0.04% | +9,458+28.4% | Added |
| Boyd Watterson Asset Management LLC | 42,665 | $2.46M | 0.66% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 42,649 | $2.46M | 0.32% | −2,903−6.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 42,598 | $2.45M | 0.74% | +759+1.8% | Added |
| Soltis Investment Advisors LLC | 42,594 | $2.45M | 0.14% | +23,418+122.1% | Added |
| Dodge & Cox | 42,361 | $2.44M | 0.00% | −4,580,459−99.1% | Reduced |
| Rehmann Capital Advisory Group | 42,344 | $2.44M | 0.11% | +2,093+5.2% | Added |
| Quest Investment Management LLC | 42,214 | $2.43M | 0.28% | −98−0.2% | Reduced |
| Columbus Macro, LLC | 42,034 | $2.42M | 0.24% | +42,034 | New |
| Barbara Oil Co. | 42,000 | $2.42M | 0.81% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 41,874 | $2.41M | 0.03% | +3,090+8.0% | Added |
| Foundations Investment Advisors, LLC | 41,842 | $2.41M | 0.02% | +12,918+44.7% | Added |
| Everence Capital Management Inc | 41,770 | $2.41M | 0.13% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 41,546 | $2.39M | 0.06% | −1,524−3.5% | Reduced |
| Promethium Advisors,llc | 41,150 | $2.37M | 1.14% | −3,500−7.8% | Reduced |
| Trust Co | 41,125 | $2.37M | 0.21% | −4,343−9.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 41,013 | $2.36M | 0.14% | +116+0.3% | Added |
| Haverford Trust Co | 40,920 | $2.36M | 0.02% | +190.0% | Added |
| Mengis Capital Management, Inc. | 40,778 | $2.35M | 0.36% | −80−0.2% | Reduced |
| Kanawha Capital Management LLC | 40,741 | $2.35M | 0.15% | −2,493−5.8% | Reduced |
| Wealthspire Advisors, LLC | 40,673 | $2.34M | 0.01% | +3,506+9.4% | Added |
| Bridgeway Capital Management, LLC | 40,500 | $2.33M | 0.04% | +3,000+8.0% | Added |
| Sompo Asset Management Co., Ltd. | 40,494 | $2.33M | 0.38% | −4,060−9.1% | Reduced |
| New England Asset Management Inc | 40,464 | $2.33M | 0.27% | +428+1.1% | Added |
| Diversify Wealth Management, LLC | 37,231 | $2.33M | 0.04% | +4,092+12.3% | Added |
| Diversify Advisory Services, LLC | 37,231 | $2.33M | 0.04% | +30,623+463.4% | Added |
| Jamison Private Wealth Management, Inc. | 40,231 | $2.32M | 0.24% | +64+0.2% | Added |
| Cullinan Associates Inc | 40,190 | $2.32M | 0.18% | −2,029−4.8% | Reduced |
| We Are One Seven, LLC | 40,184 | $2.32M | 0.04% | −4,241−9.5% | Reduced |
| Smartleaf Asset Management LLC | 39,356 | $2.30M | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 39,881 | $2.30M | 0.86% | −1,957−4.7% | Reduced |
| P.A.W. Capital Corp | 39,700 | $2.29M | 1.75% | −1,300−3.2% | Reduced |
| InvesTrust | 39,518 | $2.28M | 0.88% | −650−1.6% | Reduced |
| TCG Advisory Services, LLC | 39,485 | $2.28M | 0.04% | +12,052+43.9% | Added |
| Neville Rodie & Shaw Inc | 39,489 | $2.27M | 0.15% | −50−0.1% | Reduced |
| Wellington Shields & Co., LLC | 39,424 | $2.27M | 0.51% | −750−1.9% | Reduced |
| Carret Asset Management, LLC | 39,339 | $2.27M | 0.20% | −2,216−5.3% | Reduced |
| Global Trust Asset Management, LLC | 39,322 | $2.27M | 0.71% | +9,103+30.1% | Added |
| Employees Retirement System of Texas | 38,651 | $2.23M | 0.02% | −128,994−76.9% | Reduced |
| Thornburg Investment Management Inc | 38,400 | $2.21M | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38,342 | $2.21M | 0.10% | −322−0.8% | Reduced |
| Three Seasons Wealth, LLC | 38,187 | $2.20M | 0.20% | +14,778+63.1% | Added |
| Dakota Wealth Management | 38,103 | $2.20M | 0.04% | −1,730−4.3% | Reduced |