HolderBook

BRISTOL-MYERS SQUIBB CO (CELGRT)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

16
Reporting holders
$26.5K
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
TRANSCEND CAPITAL ADVISORS, LLC$9.8K109,1750.00%24qHELD
DAVENPORT & Co LLC$7.6K83,9700.00%27qHELD
BANK OF AMERICA CORP /DE/$4.5K50,2670.00%15qHELD
Purkiss Capital Advisors LLC$2.4K26,4500.00%7qHELD
FIFTH THIRD BANCORP$1.8K20,0000.00%25qHELD
UBS Group AG$2813,1210.00%14q-25.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$313410.00%15qHELD
WELLS FARGO & COMPANY/MN$192100.00%4q+950.0%
ROTHSCHILD INVESTMENT LLC$151660.00%11qHELD
OAKWORTH CAPITAL, INC.$121250.00%15qHELD
MERCER GLOBAL ADVISORS INC /ADV$111250.00%newNEW
MORGAN STANLEY$111190.00%15qHELD
JPMORGAN CHASE & CO$2230.00%11qHELD
Atlantic Edge Private Wealth Management, LLC$2160.00%10qHELD
ROYAL BANK OF CANADA$02,4750.00%newNEW
Navigoe, LLC$0360.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202616$26.5K296,6193110.0%
Q1 202616$37.9K326,0931120.0%
Q4 202516$24.1K335,2270130.0%
Q3 202520$12.7K411,6042230.0%
Q2 202520$11.0K435,2024120.0%
Q1 202518$20.2K403,0072120.0%
Q4 202416$17.6K363,7830120.0%
Q3 202418$23.4K489,5893230.0%
Q2 202416$16.4K399,7340230.0%
Q1 202418$21.3K386,4933240.0%
Q4 202316$35.3K392,2472420.0%
Q3 202315$150.4K532,3620040.0%
Q2 202317$156.3K539,4141230.0%
Q1 202316$92.4K437,5453210.0%
Q4 202214$156.6K513,9525010.0%
Q3 202210$169.0K553,3660210.0%
Q2 202210$167.0K540,1490120.0%
Q1 202213$200.3K728,8100130.0%
Q4 202111$170.4K716,7712120.0%
Q3 202112$303.4K724,9613210.0%
Q2 202110$189.0K646,5283010.0%
Q1 20219$88.0K420,7491000.0%
Q4 202017$194.0K506,3790110.0%
Q3 202020$299.0K542,7873030.0%
Q2 202020$247.8K394,0134210.0%
Q1 202021$290.5K405,9103020.0%
Q4 201919$234.5K283,78519000.0%