BRISTOL-MYERS SQUIBB CO (BMY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
123
Reporting holders
$417.2M
Reported value
0.0%
Calls
0.0%
Puts
-2,416
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $176.2M | 2,823,235 | 1.54% | 4q | -7.5%-$14.4M |
| Douglas Lane & Associates, LLC | $93.8M | 1,502,440 | 1.26% | 32q | -3.5%-$3.4M |
| Farther Finance Advisors, LLC | $11.8M | 189,513 | 0.08% | 16q | +28.0%+$2.6M |
| Keystone Financial Planning, Inc. | $9.7M | 155,174 | 2.40% | 13q | -1.0%-$99.5K |
| ROCKLAND TRUST CO | $8.8M | 140,372 | 0.34% | 32q | -4.5%-$409.4K |
| Adams Asset Advisors, LLC | $7.8M | 125,138 | 0.79% | 26q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $5.8M | 93,455 | 0.58% | 29q | -3.7%-$223.5K |
| Castleview Partners, LLC | $5.5M | 88,876 | 2.43% | 21q | +6.4%+$333.8K |
| Versant Capital Management, Inc | $4.6M | 73,606 | 0.39% | 32q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $4.4M | 70,430 | 0.87% | 32q | HELD |
| GAMMA Investing LLC | $3.5M | 56,369 | 0.12% | 12q | +7.7%+$252.2K |
| BONNESS ENTERPRISES INC | $3.4M | 54,300 | 1.10% | 32q | HELD |
| Venture Visionary Partners LLC | $3.3M | 52,640 | 0.09% | 28q | -2.5%-$85.3K |
| Mirador Capital Partners LP | $3.1M | 50,389 | 0.37% | 32q | +3.3%+$99.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.9M | 45,723 | 0.03% | 32q | HELD |
| SAPIENT CAPITAL LLC | $2.3M | 36,922 | 0.03% | 12q | -50.6%-$2.4M |
| Valeo Financial Advisors, LLC | $2.3M | 36,135 | 0.05% | 32q | +21.3%+$396.3K |
| CACTI ASSET MANAGEMENT LLC | $2.2M | 35,450 | 0.12% | 32q | -2.7%-$62.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $2.2M | 35,184 | 0.33% | 19q | +6.5%+$133.1K |
| Greenfield Savings Bank | $2.0M | 32,356 | 0.76% | 18q | -1.4%-$29.1K |
| Ridgewood Investments LLC | $2.0M | 32,043 | 0.74% | 31q | -19.7%-$489.1K |
| EASTERN BANK | $1.9M | 31,061 | 0.03% | 32q | +12.0%+$207.2K |
| MFG WEALTH MANAGEMENT, INC. | $1.9M | 30,984 | 1.40% | 4q | +59.3%+$720.0K |
| Castle Rock Wealth Management, LLC | $1.9M | 32,204 | 0.36% | 30q | -32.7%-$933.5K |
| Partnership Wealth Management, LLC | $1.9M | 29,948 | 1.33% | 12q | -4.5%-$87.9K |
| Exchange Bank | $1.8M | 29,306 | 1.13% | 14q | HELD |
| Iowa State Bank | $1.8M | 28,488 | 0.30% | 32q | -3.9%-$71.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 24,649 | 0.13% | 32q | -2.0%-$31.3K |
| Monument Capital Management | $1.5M | 24,484 | 0.32% | 3q | +90.3%+$724.9K |
| Dominguez Wealth Management Solutions, Inc. | $1.5M | 23,777 | 0.82% | 16q | HELD |
| Grove Bank & Trust | $1.4M | 23,039 | 0.14% | 32q | +2.7%+$37.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.4M | 22,306 | 0.12% | 20q | -5.1%-$74.6K |
| CoreCap Advisors, LLC | $1.4M | 21,898 | 0.04% | 9q | -11.7%-$181.2K |
| Bangor Savings Bank | $1.3M | 21,567 | 0.10% | 18q | -9.1%-$135.4K |
| Everhart Financial Group, Inc. | $1.3M | 21,496 | 0.08% | 9q | +2.2%+$28.5K |
| CHAPIN DAVIS, INC. | $1.3M | 21,432 | 0.26% | 16q | HELD |
| RIVERSEDGE ADVISORS, LLC | $1.3M | 21,212 | 0.16% | 9q | +8.4%+$102.1K |
| Wedmont Private Capital | $1.3M | 21,784 | 0.03% | 20q | +13.2%+$151.4K |
| Bank & Trust Co | $1.3M | 20,210 | 0.79% | 10q | -0.9%-$11.0K |
| Miller Global Investments, LLC | $1.3M | 20,180 | 1.02% | 4q | -2.2%-$28.2K |
| Balefire, LLC | $1.1M | 16,968 | 0.17% | 9q | -7.3%-$83.1K |
| PARK NATIONAL CORP /OH/ | $1.0M | 16,817 | 0.03% | 32q | -1.4%-$15.3K |
| Avidian Wealth Enterprises, LLC | $1.0M | 16,342 | 0.03% | 31q | +28.0%+$223.1K |
| Acropolis Investment Management, LLC | $1.0M | 16,204 | 0.04% | 32q | -56.2%-$1.3M |
| AVAII WEALTH MANAGEMENT, LLC | $993.8K | 16,252 | 0.29% | 10q | -4.8%-$50.4K |
| Apella Capital, LLC | $972.3K | 16,286 | 0.01% | 26q | +27.3%+$208.6K |
| Atlas Brown,Inc. | $834.5K | 13,373 | 0.22% | 32q | HELD |
| Legacy Wealth Asset Management, LLC | $825.6K | 13,231 | 0.18% | 24q | +0.7%+$5.7K |
| Cooper Financial Group | $797.7K | 12,784 | 0.06% | 28q | +3.2%+$24.8K |
| Montecito Bank & Trust | $791.2K | 12,679 | 0.12% | 31q | +0.7%+$5.2K |
| Bill Few Associates, Inc. | $769.2K | 12,327 | 0.16% | 20q | +3.8%+$28.1K |
| Nautilus Advisors LLC | $754.5K | 12,092 | 0.46% | 8q | -2.0%-$15.8K |
| DAVIDSON TRUST CO | $747.4K | 11,978 | 0.30% | 28q | -1.9%-$14.2K |
| YHB Investment Advisors, Inc. | $666.6K | 10,683 | 0.04% | 32q | -0.7%-$4.4K |
| ATWOOD & PALMER INC | $632.0K | 10,128 | 0.03% | 32q | -13.6%-$99.8K |
| Investment Partners Asset Management, Inc. | $555.0K | 8,894 | 0.30% | 12q | -4.7%-$27.6K |
| Trust Co | $541.4K | 8,677 | 0.05% | 32q | -78.9%-$2.0M |
| MassMutual Private Wealth & Trust, FSB | $538.3K | 8,626 | 0.01% | 32q | +2.5%+$12.9K |
| Central Pacific Bank - Trust Division | $535.6K | 8,584 | 0.06% | 11q | -28.8%-$216.5K |
| Platt Investment Counsel, LLC | $532.0K | 8,525 | 0.37% | 2q | HELD |
| STEPH & CO | $529.8K | 8,491 | 0.14% | 28q | +5.5%+$27.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $521.3K | 8,354 | 0.04% | 32q | -1.2%-$6.3K |
| M.E. ALLISON & CO., INC. | $519.1K | 8,319 | 0.29% | 8q | HELD |
| Investors Research Corp | $507.6K | 8,135 | 0.09% | 29q | -5.7%-$30.8K |
| Legacy Private Trust Co. | $477.7K | 7,655 | 0.03% | 32q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $472.8K | 5,777 | 0.12% | 12q | HELD |
| Bank of New Hampshire | $464.4K | 7,442 | 0.10% | 22q | +5.7%+$25.0K |
| Bath Savings Trust Co | $453.5K | 7,267 | 0.05% | 32q | -10.1%-$50.7K |
| Boltwood Capital Management | $443.5K | 7,107 | 0.10% | 9q | +2.5%+$10.6K |
| LAWOOD & CO | $437.5K | 7,011 | 0.30% | 4q | -7.3%-$34.3K |
| Coastline Trust Co | $409.7K | 6,565 | 0.04% | 32q | -1.5%-$6.2K |
| Canandaigua National Trust Co of Florida | $394.5K | 6,322 | 0.22% | new | NEW |
| Post Resch Tallon Group Inc. | $382.9K | 6,136 | 0.26% | 5q | HELD |
| MRA Advisory Group | $352.3K | 5,646 | 0.13% | 2q | -76.1%-$1.1M |
| LifeGoal Investments, LLC | $331.0K | 5,305 | 0.10% | 3q | -5.6%-$19.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $327.9K | 5,255 | 0.06% | 24q | +1.8%+$5.7K |
| RTD Financial Advisors, Inc. | $325.0K | 5,208 | 0.04% | 10q | -67.3%-$667.7K |
| Hickory Point Bank & Trust | $299.2K | 4,795 | 0.18% | 8q | HELD |
| Vann Equity Management LLC | $296.3K | 4,748 | 0.18% | new | NEW |
| DIVERSIFIED MANAGEMENT INC | $287.9K | 4,614 | 0.05% | new | NEW |
| TOMPKINS FINANCIAL CORP | $284.4K | 4,558 | 0.02% | 31q | HELD |
| Roan Capital Partners | $280.4K | 4,493 | 0.21% | 3q | -2.1%-$6.0K |
| Stonebridge Financial Group, LLC | $279.4K | 4,478 | 0.02% | 8q | +2.9%+$8.0K |
| Sound Income Strategies, LLC | $272.8K | 4,578 | 0.01% | 32q | -9.7%-$29.4K |
| Gradient Investments LLC | $272.1K | 4,360 | 0.00% | 32q | -25.5%-$93.2K |
| Bullock Wealth Management Group | $268.7K | 4,373 | 0.11% | 11q | HELD |
| Hummer Financial Advisory Services Inc | $268.3K | 4,300 | 0.18% | 4q | HELD |
| O'Keefe Stevens Advisory, Inc. | $260.2K | 4,170 | 0.05% | 4q | HELD |
| Paragon Capital Management Ltd | $258.1K | 4,137 | 0.05% | 4q | HELD |
| Intelligence Driven Advisers, LLC | $257.5K | 4,127 | 0.04% | 4q | +4.7%+$11.7K |
| ARMSTRONG ADVISORY GROUP, INC | $257.2K | 4,121 | 0.02% | 16q | +2.8%+$7.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $240.9K | 3,859 | 0.17% | 4q | -7.0%-$18.0K |
| Quintet Private Bank (Europe) S.A. | $236.5K | 3,790 | 0.01% | 16q | -90.0%-$2.1M |
| Successful Portfolios LLC | $236.3K | 4,013 | 0.11% | 4q | -1.6%-$3.8K |
| Graves Light Lenhart Wealth, Inc. | $231.3K | 3,707 | 0.02% | 32q | -12.9%-$34.2K |
| ALKEME WEALTH, LLC | $231.1K | 3,703 | 0.09% | 4q | -0.6%-$1.3K |
| Breakwater Capital Group | $227.8K | 3,651 | 0.03% | 3q | HELD |
| Weaver Consulting Group | $218.5K | 3,502 | 0.04% | new | NEW |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $216.9K | 3,476 | 0.12% | new | NEW |
| Montz Harcus Wealth Management LLC | $215.9K | 3,460 | 0.08% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | Sold | 6,249 | $403.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 123 | $417.2M | 6,687,511 | 7 | 32 | 52 | 0.0% |
| Q2 2026 | 2,539 | $110.8B | 1,861,454,457 | 156 | 902 | 906 | 3.1% |
| Q1 2026 | 2,546 | $102.8B | 1,648,314,622 | 238 | 950 | 802 | 2.9% |
| Q4 2025 | 2,465 | $92.3B | 1,651,879,436 | 239 | 827 | 908 | 3.5% |
| Q3 2025 | 2,282 | $78.5B | 1,675,858,177 | 141 | 769 | 937 | 3.8% |
| Q2 2025 | 2,308 | $79.1B | 1,657,575,127 | 118 | 752 | 968 | 3.0% |
| Q1 2025 | 2,503 | $102.9B | 1,632,068,711 | 175 | 842 | 913 | 3.3% |
| Q4 2024 | 2,502 | $94.0B | 1,600,353,418 | 180 | 840 | 859 | 3.7% |
| Q3 2024 | 2,278 | $88.0B | 1,626,194,955 | 247 | 744 | 885 | 4.4% |
| Q2 2024 | 2,160 | $70.1B | 1,611,302,158 | 137 | 653 | 1,010 | 4.5% |
| Q1 2024 | 2,345 | $95.4B | 1,708,287,785 | 146 | 862 | 919 | 2.9% |
| Q4 2023 | 2,373 | $88.7B | 1,671,353,510 | 107 | 623 | 1,152 | 3.3% |
| Q3 2023 | 2,395 | $95.6B | 1,575,722,522 | 90 | 691 | 1,107 | 4.3% |
| Q2 2023 | 2,488 | $104.6B | 1,596,372,839 | 83 | 839 | 987 | 2.3% |
| Q1 2023 | 2,554 | $117.1B | 1,656,766,968 | 91 | 910 | 906 | 2.2% |
| Q4 2022 | 2,611 | $121.1B | 1,630,126,642 | 127 | 856 | 860 | 3.4% |
| Q3 2022 | 2,486 | $120.6B | 1,647,709,008 | 75 | 854 | 892 | 3.0% |
| Q2 2022 | 2,554 | $131.4B | 1,648,895,785 | 134 | 856 | 993 | 3.5% |
| Q1 2022 | 2,535 | $123.6B | 1,633,353,771 | 182 | 898 | 927 | 3.6% |
| Q4 2021 | 2,456 | $104.8B | 1,611,674,008 | 127 | 808 | 945 | 4.1% |
| Q3 2021 | 2,304 | $99.4B | 1,630,201,766 | 78 | 853 | 802 | 2.9% |
| Q2 2021 | 2,387 | $111.7B | 1,634,110,934 | 127 | 844 | 890 | 2.3% |
| Q1 2021 | 2,379 | $105.3B | 1,634,288,368 | 125 | 896 | 900 | 2.2% |
| Q4 2020 | 2,368 | $108.6B | 1,673,192,458 | 123 | 862 | 791 | 3.3% |
| Q3 2020 | 2,223 | $103.4B | 1,669,613,222 | 110 | 787 | 846 | 2.8% |
| Q2 2020 | 2,198 | $101.9B | 1,683,955,954 | 142 | 866 | 771 | 3.0% |
| Q1 2020 | 2,159 | $99.3B | 1,723,084,049 | 127 | 762 | 887 | 3.3% |
| Q4 2019 | 2,233 | $122.3B | 1,802,722,333 | 321 | 1,179 | 383 | 5.4% |
| Q3 2019 | 1,844 | $73.3B | 1,377,594,294 | 139 | 660 | 667 | 4.6% |
| Q2 2019 | 1,797 | $64.8B | 1,346,074,163 | 121 | 693 | 665 | 5.8% |
| Q1 2019 | 1,864 | $67.6B | 1,291,762,549 | 206 | 666 | 627 | 8.8% |
| Q4 2018 | 1,779 | $66.7B | 1,241,425,499 | 13 | 31 | 26 | 3.4% |