# BRISTOL-MYERS SQUIBB CO (CELGRT)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CELGRT/

- Reporting holders: 16
- Reported value: $26.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TRANSCEND CAPITAL ADVISORS, LLC](https://holderbook.com/funds/1776082-transcend-capital-advisors-llc/) | $9.8K | 109,175 | 0.0% | 24 |
| [DAVENPORT & Co LLC](https://holderbook.com/funds/887777-davenport-co-llc/) | $7.6K | 83,970 | 0.0% | 27 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $4.5K | 50,267 | 0.0% | 15 |
| [Purkiss Capital Advisors LLC](https://holderbook.com/funds/2053150-purkiss-capital-advisors-llc/) | $2.4K | 26,450 | 0.0% | 7 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $1.8K | 20,000 | 0.0% | 25 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $281 | 3,121 | 0.0% | 14 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $31 | 341 | 0.0% | 15 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $19 | 210 | 0.0% | 4 |
| [ROTHSCHILD INVESTMENT LLC](https://holderbook.com/funds/85338-rothschild-investment-llc/) | $15 | 166 | 0.0% | 11 |
| [OAKWORTH CAPITAL, INC.](https://holderbook.com/funds/1588871-oakworth-capital-inc/) | $12 | 125 | 0.0% | 15 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $11 | 125 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $11 | 119 | 0.0% | 15 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $2 | 23 | 0.0% | 11 |
| [Atlantic Edge Private Wealth Management, LLC](https://holderbook.com/funds/2011145-atlantic-edge-private-wealth-management-llc/) | $2 | 16 | 0.0% | 10 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $0 | 2,475 | 0.0% | 1 |
| [Navigoe, LLC](https://holderbook.com/funds/2056100-navigoe-llc/) | $0 | 36 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 16 | $26.5K |
| Q1 2026 | 16 | $37.9K |
| Q4 2025 | 17 | $25.1K |
| Q3 2025 | 20 | $12.7K |
| Q2 2025 | 20 | $11.0K |
| Q1 2025 | 18 | $20.2K |
| Q4 2024 | 16 | $17.6K |
| Q3 2024 | 18 | $23.4K |
| Q2 2024 | 16 | $16.4K |
| Q1 2024 | 18 | $21.3K |
| Q4 2023 | 16 | $35.3K |
| Q3 2023 | 15 | $150.4K |

