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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; 2,530 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, Q1 2021

Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2021. 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
2,374
No complete 13F data for Q4 2020
Shares held
1.63B
No complete 13F data for Q4 2020
Total value
$102.8B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 2,374 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ1 2021: $102.8B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BMY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Perspectives, Inc59,216$9380.05%––
Pin Oak Investment Advisors Inc11$1.00K0.00%––
Tucker Asset Management LLC18$1.14K0.00%––
Globeflex Capital L P33$2.00K0.00%––
Transamerica Financial Advisors, Inc.24$2.00K0.05%––
Copeland Capital Management, LLC38$2.00K0.00%––
Iron Horse Wealth Management, LLC26$2.00K0.00%––
Flagship Private Wealth, LLC46$2.90K0.00%––
USA Financial Portformulas Corp41$3.00K0.00%––
Advanced Research Investment Solutions, LLC46$3.00K0.00%––
Mine & Arao Wealth Creation & Management, LLC.45$3.00K0.00%––
Bourgeon Capital Management LLC62$4.00K0.00%––
Westchester Capital Management, Inc.75$5.00K0.00%––
CSat Investment Advisory, L.P.86$5.00K0.00%––
Corbenic Partners LLC81$5.00K0.00%––
FormulaFolio Investments, LLC80$5.00K0.00%––
Mizuho Securities Co. Ltd.97$6.00K0.00%––
Permanens Capital L.P.102$6.00K0.00%––
Professional Financial Advisors, LLC100$6.00K0.00%––
Financial Avengers, Inc.114$7.00K0.01%––
Lowe Wealth Advisors, LLC140$9.00K0.00%––
Horan Securities, Inc.139$9.00K0.01%––
KB Financial Partners, LLC144$9.00K0.00%––
Johnson Midwest Financial, LLC164$10.0K0.01%––
Cedar Mountain Advisors, LLC159$10.0K0.00%––
Sofos Investments, Inc.169$10.6K0.22%––
Ogorek Anthony Joseph183$11.0K0.01%––
Sageworth Trust Co175$11.0K0.00%––
IronBridge Private Wealth, LLC176$11.0K0.01%––
HBC Financial Services, PLLC200$12.8K0.01%––
PrairieView Partners, LLC204$13.0K0.00%––
Retirement Group, LLC203$13.0K0.01%––
Moser Wealth Advisors, LLC200$13.0K0.01%––
ShoreHaven Wealth Partners, LLC208$13.0K0.01%––
Halpern Financial, Inc.221$14.0K0.01%––
NuWave Investment Management, LLC229$14.0K0.02%––
Kelly Financial Services LLC224$14.1K0.01%––
Perkins Coie Trust Co245$15.0K0.00%––
McClarren Financial Advisors, Inc.232$15.0K0.01%––
SG3 Management, LLC250$16.0K0.01%––
Roble, Belko & Company, Inc261$16.0K0.00%––
Seven Springs Wealth Group, LLC250$16.0K0.01%––
Global Wealth Management Investment Advisory, Inc.277$17.0K0.01%––
Hoese & Co LLP271$17.0K0.02%––
Advocacy Wealth Management Services, LLC299$19.0K0.00%––
MPS Loria Financial Planners, LLC312$19.0K0.01%––
Joseph P. Lucia & Associates, LLC299$19.0K0.01%––
Filbrandt Wealth Management, LLC328$21.0K0.01%––
Harvest Fund Management Co., Ltd354$22.0K0.00%––
IAG Wealth Partners, LLC335$22.0K0.01%––
Centerpoint Advisors, LLC375$24.0K0.01%––
Resolute Partners Group595$25.0K0.00%––
Fiduciary Planning LLC415$26.0K0.04%––
Kayne Anderson Rudnick Investment Management LLC427$27.0K0.00%––
MV Capital Management, Inc.422$27.0K0.00%––
Orion Capital Management LLC450$28.0K0.02%––
Brand Asset Management Group, Inc.485$31.0K0.02%––
HighMark Wealth Management LLC491$31.0K0.02%––
Stonebridge Financial Planning Group, LLC500$31.0K0.02%––
American State Bank (Iowa)500$31.6K0.03%––
Manchester Financial Inc507$32.0K0.01%––
Lee Financial Co500$32.0K0.01%––
Winch Advisory Services, LLC508$32.0K0.01%––
Cribstone Capital Management, LLC499$32.0K0.02%––
Founders Capital Management499$32.0K0.02%––
Acima Private Wealth, LLC500$32.0K0.02%––
Atlas Private Wealth Management500$32.0K0.02%––
Benjamin Edwards Inc551$35.0K0.03%––
Riverview Trust Co564$36.0K0.04%––
Lumature Wealth Partners, LLC576$36.0K0.02%––
Lloyd Advisory Services, LLC.580$37.0K0.02%––
James Investment Research Inc600$38.0K0.00%––
Baillie Gifford & Co607$38.0K0.00%––
Baystate Wealth Management LLC634$40.0K0.00%––
Macroview Investment Management LLC650$41.0K0.06%––
Alpha DNA Investment Management LLC665$41.0K0.05%––
McCarthy Asset Management, Inc.654$41.0K0.03%––
Perennial Advisors, LLC662$42.0K0.01%––
Arlington Partners LLC682$43.0K0.02%––
Column Capital Advisors, LLC679$43.0K0.01%––
Sterling Financial Planning, Inc.676$43.0K0.03%––
Regency Capital Management Inc.675$43.0K0.05%––
New Capital Management LP705$44.0K0.04%––
West Paces Advisors Inc.702$44.3K0.02%––
Capital Advisors, Ltd. LLC719$45.0K0.01%––
NVWM, LLC703$45.0K0.02%––
Savior LLC719$45.0K0.05%––
AlphaCentric Advisors LLC710$45.0K0.02%––
Front Row Advisors LLC723$46.0K0.02%––
Wealthcare Capital Management LLC757$48.0K0.00%––
Black Swift Group, LLC791$50.0K0.03%––
Investors Research Corp787$50.0K0.02%––
Sawyer & Company, Inc800$51.0K0.03%––
Bradley & Co. Private Wealth Management, LLC867$55.0K0.05%––
Meridian Wealth Partners, LLC887$56.0K0.02%––
Botty Investors LLC900$57.0K0.02%––
Laffer Tengler Investments930$58.7K0.02%––
Rockbridge Investment Management, LCC986$62.0K0.01%––
Psagot Investment House Ltd.1,006$64.0K0.00%––
Lenox Wealth Advisors, LLC1,061$67.0K0.01%––