BRISTOL MYERS SQUIBB CO (BMY) — Institutional Holders, Q2 2026 (page 15)
2,535 institutional investment managers reported a BMY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $96.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,401 to 1,500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BMY 13F holders ranked 1,401–1,500 of 2,535
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Michels Family Financial#1401 · 11,553 sh | 11,553 | $665.7K | 0.43% | +5.8% |
| 1402 | Second Half Financial Partners#1402 · 11,545 sh | 11,545 | $665.2K | 0.27% | +17.8% |
| 1403 | Sovran Advisors#1403 · 10,409 sh | 10,409 | $662.0K | 0.05% | +19.3% |
| 1404 | CHRISTINE MESSMER PC#1404 · 11,461 sh | 11,461 | $660.4K | 0.37% | +16.6% |
| 1405 | Smith, Salley & Associates#1405 · 11,437 sh | 11,437 | $659.0K | 0.03% | +8.4% |
| 1406 | Plan Group Financial#1406 · 11,399 sh | 11,399 | $656.8K | — | +13.9% |
| 1407 | Richwood Investment Advisors#1407 · 11,312 sh | 11,312 | $651.8K | 0.46% | +6.7% |
| 1408 | Aspire Capital Advisors#1408 · 11,306 sh | 11,306 | $651.5K | 0.13% | +1.1% |
| 1409 | RMR Wealth Builders#1409 · 11,291 sh | 11,291 | $650.6K | — | +52.8% |
| 1410 | American Alpha Advisors#1410 · 11,283 sh | 11,283 | $650.1K | 0.35% | +0.1% |
| 1411 | Chicago Capital#1411 · 11,250 sh | 11,250 | $648.2K | — | 0.0% |
| 1412 | Capstone Financial Advisors#1412 · 11,182 sh | 11,182 | $644.3K | 0.03% | -10.1% |
| 1413 | CENTAURUS FINANCIAL#1413 · 11,064 sh | 11,064 | $637.0K | 0.03% | -43.2% |
| 1414 | Ausdal Financial Partners#1414 · 11,002 sh | 11,002 | $633.9K | 0.02% | -45.6% |
| 1415 | Principle Wealth Partners#1415 · 11,000 sh | 11,000 | $633.8K | 0.03% | -11.9% |
| 1416 | Athena Investment Management#1416 · 10,950 sh | 10,950 | $630.9K | 0.37% | -27.6% |
| 1417 | First Nebraska#1417 · 10,907 sh | 10,907 | $628.5K | 0.05% | 0.0% |
| 1418 | Retirement Planning of New England#1418 · 10,883 sh | 10,883 | $627.1K | — | -5.6% |
| 1419 | Ipsen Advisor Group#1419 · 10,857 sh | 10,857 | $625.6K | 0.40% | -2.5% |
| 1420 | ATLAS CAPITAL ADVISORS#1420 · 10,844 sh | 10,844 | $624.8K | 0.07% | -38.8% |
| 1421 | GRANDFIELD & DODD#1421 · 10,826 sh | 10,826 | $623.8K | 0.03% | 0.0% |
| 1422 | Cardinal Point Capital Management, ULC#1422 · 10,818 sh | 10,818 | $623.3K | — | +0.5% |
| 1423 | Wealth Advisory Solutions#1423 · 10,798 sh | 10,798 | $622.2K | — | -1.4% |
| 1424 | Aries Wealth Management#1424 · 10,794 sh | 10,794 | $622.0K | — | -0.1% |
| 1425 | Winning Points Advisors#1425 · 10,778 sh | 10,778 | $621.0K | 0.82% | 0.0% |
| 1426 | YHB Investment Advisors#1426 · 10,753 sh | 10,753 | $619.6K | — | -2.7% |
| 1427 | MCCARTER PRIVATE WEALTH SERVICES#1427 · 10,747 sh | 10,747 | $619.2K | — | +4.7% |
| 1428 | WealthPlan Investment Management#1428 · 10,745 sh | 10,745 | $619.1K | — | +2.4% |
| 1429 | Yanni & Associates Investment Advisors#1429 · 10,729 sh | 10,729 | $618.2K | — | -1.6% |
| 1430 | Freestone Capital#1430 · 10,634 sh | 10,634 | $612.8K | 0.02% | +0.2% |
| 1431 | STONERIDGE INVESTMENT PARTNERS#1431 · 9,346 sh | 9,346 | $610.0K | 0.40% | New |
| 1432 | Unique Wealth Strategies#1432 · 10,582 sh | 10,582 | $609.7K | — | New |
| 1433 | Krane Funds Advisors#1433 · 10,571 sh | 10,571 | $609.1K | 0.02% | +10.9% |
| 1434 | Jaffetilchin Investment Partners#1434 · 10,570 sh | 10,570 | $609.0K | 0.03% | -1.5% |
| 1435 | Symphony Financial, Ltd.#1435 · 10,467 sh | 10,467 | $608.9K | — | -24.0% |
| 1436 | Stonebrook Private#1436 · 10,555 sh | 10,555 | $608.2K | 0.11% | +0.1% |
| 1437 | WOODMONT INVESTMENT COUNSEL#1437 · 10,507 sh | 10,507 | $605.4K | 0.03% | -1.9% |
| 1438 | FULTON BANK, N.A.#1438 · 10,505 sh | 10,505 | $605.3K | — | +20.8% |
| 1439 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#1439 · 10,500 sh | 10,500 | $605.0K | 0.24% | +50.0% |
| 1440 | West Family Investments#1440 · 10,464 sh | 10,464 | $602.9K | 0.17% | +196.6% |
| 1441 | BEACON INVESTMENT ADVISORS#1441 · 10,447 sh | 10,447 | $602.0K | 0.19% | 0.0% |
| 1442 | Oakworth Capital#1442 · 10,513 sh | 10,513 | $599.1K | — | -1.2% |
| 1443 | Lansing Street Advisors#1443 · 10,355 sh | 10,355 | $596.7K | 0.13% | -1.2% |
| 1444 | Quotient Wealth Partners#1444 · 10,296 sh | 10,296 | $593.3K | 0.01% | +1.0% |
| 1445 | Pettinga Financial Advisors#1445 · 10,279 sh | 10,279 | $592.3K | — | -5.5% |
| 1446 | Verdad Advisers#1446 · 10,263 sh | 10,263 | $591.4K | 0.57% | New |
| 1447 | FOCUSED ALPHA#1447 · 10,253 sh | 10,253 | $590.8K | — | +22.5% |
| 1448 | Baldwin Investment Management#1448 · 10,244 sh | 10,244 | $590.2K | 0.06% | +22.0% |
| 1449 | Traub Capital Management#1449 · 10,228 sh | 10,228 | $589.3K | 0.53% | 0.0% |
| 1450 | Westmount Partners#1450 · 10,185 sh | 10,185 | $586.9K | 0.13% | -1.8% |
| 1451 | Hartford Financial Management#1451 · 10,183 sh | 10,183 | $586.7K | — | -7.4% |
| 1452 | Farmers National Bank#1452 · 10,167 sh | 10,167 | $585.8K | 0.12% | -2.8% |
| 1453 | Bright Futures Wealth Management#1453 · 10,163 sh | 10,163 | $585.6K | — | New |
| 1454 | Biltmore Family Office#1454 · 10,147 sh | 10,147 | $584.7K | 0.08% | 0.0% |
| 1455 | TOWER & INVESTMENT#1455 · 10,147 sh | 10,147 | $584.5K | 0.35% | +1.5% |
| 1456 | Broderick Brian C#1456 · 10,117 sh | 10,117 | $582.9K | 0.09% | 0.0% |
| 1457 | GeoWealth Management#1457 · 10,113 sh | 10,113 | $582.7K | 0.02% | -43.3% |
| 1458 | Grant Private Wealth Management#1458 · 10,096 sh | 10,096 | $581.7K | — | +14.4% |
| 1459 | Wolff Financial Management#1459 · 10,050 sh | 10,050 | $579.1K | — | 0.0% |
| 1460 | Fulcrum Asset Management LLP#1460 · 9,865 sh | 9,865 | $577.7K | 0.06% | -17.6% |
| 1461 | Aurdan Capital Management#1461 · 10,022 sh | 10,022 | $577.5K | 0.15% | -0.2% |
| 1462 | Fire Capital Management#1462 · 10,020 sh | 10,020 | $577.4K | 0.23% | New |
| 1463 | ABNER HERRMAN & BROCK#1463 · 10,000 sh | 10,000 | $576.0K | — | 0.0% |
| 1464 | BAXTER BROS#1464 · 9,965 sh | 9,965 | $574.2K | 0.07% | 0.0% |
| 1465 | COOKSON PEIRCE#1465 · 9,943 sh | 9,943 | $572.9K | 0.02% | +4.5% |
| 1466 | New Hampshire#1466 · 9,927 sh | 9,927 | $572.0K | — | 0.0% |
| 1467 | LeClair Wealth Partners#1467 · 9,922 sh | 9,922 | $571.7K | 0.30% | New |
| 1468 | Turtle Creek Wealth Advisors#1468 · 9,917 sh | 9,917 | $571.4K | — | -13.9% |
| 1469 | Aventura Private Wealth#1469 · 9,911 sh | 9,911 | $571.1K | 0.18% | -24.6% |
| 1470 | Alpine Bank Wealth Management#1470 · 9,893 sh | 9,893 | $570.0K | — | 0.0% |
| 1471 | Waterloo Capital, L.P.#1471 · 9,856 sh | 9,856 | $567.9K | 0.03% | -1.1% |
| 1472 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1472 · 9,829 sh | 9,829 | $566.3K | 0.03% | +5.1% |
| 1473 | Xcel Wealth Management#1473 · 9,821 sh | 9,821 | $565.9K | — | -21.1% |
| 1474 | Pacific Point Advisors#1474 · 9,802 sh | 9,802 | $564.8K | 0.26% | -0.2% |
| 1475 | Benin Management#1475 · 9,790 sh | 9,790 | $564.1K | — | -2.7% |
| 1476 | J. Derek Lewis & Associates#1476 · 9,773 sh | 9,773 | $563.1K | 0.11% | +22.1% |
| 1477 | Richmond Brothers#1477 · 9,762 sh | 9,762 | $562.5K | 0.29% | New |
| 1478 | Cherry Creek Investment Advisors#1478 · 9,754 sh | 9,754 | $562.0K | — | +0.9% |
| 1479 | KNIGHTSBRIDGE ASSET MANAGEMENT#1479 · 10,419 sh | 10,419 | $562.0K | 0.08% | -38.0% |
| 1480 | Avail Investment Partners#1480 · 9,746 sh | 9,746 | $561.6K | — | +4.0% |
| 1481 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#1481 · 9,731 sh | 9,731 | $560.7K | — | -4.5% |
| 1482 | TRUE Private Wealth Advisors#1482 · 9,727 sh | 9,727 | $560.5K | — | -3.5% |
| 1483 | Root Financial Partners#1483 · 9,675 sh | 9,675 | $557.5K | — | +31.1% |
| 1484 | Fort Sheridan Advisors#1484 · 9,601 sh | 9,601 | $553.2K | 0.06% | -35.4% |
| 1485 | Cohen Investment Advisors#1485 · 9,581 sh | 9,581 | $552.1K | — | +0.7% |
| 1486 | Cambria Investment Management, L.P.#1486 · 9,573 sh | 9,573 | $551.6K | 0.03% | +23.3% |
| 1487 | FORBES J M & LLP#1487 · 9,548 sh | 9,548 | $550.2K | — | +0.8% |
| 1488 | Seelaus Asset Management#1488 · 9,530 sh | 9,530 | $549.1K | — | +31.1% |
| 1489 | Ballast Rock Private Wealth#1489 · 9,527 sh | 9,527 | $548.9K | — | +5.0% |
| 1490 | NICHOLS & PRATT ADVISERS LLP#1490 · 9,525 sh | 9,525 | $548.8K | — | +9.8% |
| 1491 | Formidable Asset Management#1491 · 9,040 sh | 9,040 | $548.3K | 0.09% | 0.0% |
| 1492 | Estabrook Capital Management#1492 · 9,515 sh | 9,515 | $548.3K | 0.07% | -0.5% |
| 1493 | StoneX Group#1493 · 9,503 sh | 9,503 | $547.6K | 0.02% | +60.7% |
| 1494 | PRAIRIE ADVISORY#1494 · 9,502 sh | 9,502 | $547.5K | — | — |
| 1495 | CFS Investment Advisory Services#1495 · 9,415 sh | 9,415 | $547.3K | — | -0.9% |
| 1496 | JACKSON SQUARE CAPITAL#1496 · 9,490 sh | 9,490 | $546.8K | — | -84.5% |
| 1497 | AlTi Global#1497 · 9,482 sh | 9,482 | $546.4K | 0.01% | +2.8% |
| 1498 | Prosperity Consulting Group#1498 · 9,475 sh | 9,475 | $546.0K | 0.02% | +22.1% |
| 1499 | Centennial Bank#1499 · 9,469 sh | 9,469 | $545.6K | 0.18% | -9.6% |
| 1500 | Advisor OS#1500 · 9,461 sh | 9,461 | $545.1K | 0.04% | +1.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.