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; 2,529 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, Q2 2021
Institutional positions in Bristol Myers Squibb Co as of Jun 30, 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
- 2,379
- +38 vs. Q1 2021
- Shares held
- 1.63B
- +10.4M (+0.6%) vs. Q1 2021
- Total value
- $109.0B
- +$6.64B (+6.5%) vs. Q1 2021
- New holders
- 149
- 963 more added
- Sold out
- 111
- 956 more reduced
33 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,529 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $119.2B |
| Q4 2021 | 2,451 | $99.9B |
| Q3 2021 | 2,299 | $96.6B |
| Q2 2021 | 2,379 | $109.0B |
| Q1 2021 | 2,374 | $102.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers National Bank | 16,343 | $0 | – | +1,997+13.9% | Added |
| Kelly Financial Services LLC | 14,984 | $224 | 0.01% | +14,760+6,589.3% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $1.00K | 0.02% | −9−37.5% | Reduced |
| Pin Oak Investment Advisors Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 16 | $1.07K | 0.00% | +16 | New |
| WestEnd Advisors, LLC | – | $1.20K | 0.00% | – | New |
| Tucker Asset Management LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 45 | $3.00K | 0.00% | +4+9.8% | Added |
| Advanced Research Investment Solutions, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Alaethes Wealth LLC | 48 | $3.00K | 0.00% | +48 | New |
| Flagship Private Wealth, LLC | 46 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 68 | $5.00K | 0.00% | +68 | New |
| Standard Family Office LLC | 99 | $7.00K | 0.00% | −1,626−94.3% | Reduced |
| Mizuho Securities Co. Ltd. | 99 | $7.00K | 0.00% | +2+2.1% | Added |
| Permanens Capital L.P. | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 101 | $7.00K | 0.00% | +20+24.7% | Added |
| Financial Avengers, Inc. | 115 | $8.00K | 0.01% | +1+0.9% | Added |
| Lowe Wealth Advisors, LLC | 140 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 150 | $10.0K | 0.05% | −277,839−99.9% | Reduced |
| Retirement Group, LLC | 145 | $10.0K | 0.00% | −58−28.6% | Reduced |
| KB Financial Partners, LLC | 144 | $10.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 165 | $11.0K | 0.01% | +1+0.6% | Added |
| Cedar Mountain Advisors, LLC | 158 | $11.0K | 0.00% | −1−0.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 170 | $11.0K | 0.00% | +170 | New |
| Ogorek Anthony Joseph | 183 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 176 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 175 | $12.0K | 0.01% | +175 | New |
| Disciplined Investments, LLC | 223 | $15.0K | 0.01% | +223 | New |
| Roble, Belko & Company, Inc | 261 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 277 | $19.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 283 | $19.0K | 0.01% | +38+15.5% | Added |
| Better Money Decisions, LLC | 291 | $19.0K | 0.02% | +291 | New |
| Joseph P. Lucia & Associates, LLC | 300 | $20.0K | 0.01% | +1+0.3% | Added |
| Filbrandt Wealth Management, LLC | 328 | $22.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $23.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 370 | $25.0K | 0.00% | −248,794−99.9% | Reduced |
| Centerpoint Advisors, LLC | 375 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 400 | $27.0K | 0.01% | −400−50.0% | Reduced |
| Penserra Capital Management LLC | 405 | $27.0K | 0.00% | +405 | New |
| Savior LLC | 419 | $28.0K | 0.02% | −300−41.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 427 | $29.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 441 | $29.0K | 0.02% | +302+217.3% | Added |
| Orion Capital Management LLC | 450 | $30.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 450 | $30.0K | 0.00% | +246+120.6% | Added |
| McClarren Financial Advisors, Inc. | 473 | $31.0K | 0.03% | +241+103.9% | Added |
| Lee Financial Co | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 499 | $33.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 499 | $33.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 491 | $33.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $33.4K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 507 | $34.0K | 0.01% | −1−0.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 524 | $35.0K | 0.01% | −155−22.8% | Reduced |
| PNC Managed Account Solutions, Inc. | 548 | $37.0K | 0.01% | +548 | New |
| Baillie Gifford & Co | 562 | $38.0K | 0.00% | −45−7.4% | Reduced |
| Riverview Trust Co | 564 | $38.0K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 582 | $39.0K | 0.00% | −62,763−99.1% | Reduced |
| Lloyd Advisory Services, LLC. | 580 | $39.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 600 | $40.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 596 | $40.0K | 0.03% | +45+8.2% | Added |
| Resolute Partners Group | 595 | $40.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 616 | $41.0K | 0.02% | −2,153−77.8% | Reduced |
| NVWM, LLC | 619 | $41.0K | 0.01% | −84−11.9% | Reduced |
| Halpern Financial, Inc. | 621 | $41.5K | 0.02% | +400+181.0% | Added |
| Macroview Investment Management LLC | 650 | $43.0K | 0.06% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 662 | $44.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 654 | $44.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 665 | $44.0K | 0.02% | +89+15.5% | Added |
| Sterling Financial Planning, Inc. | 678 | $45.0K | 0.03% | +2+0.3% | Added |
| Regency Capital Management Inc. | 675 | $45.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 682 | $46.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 710 | $47.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 719 | $48.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 725 | $48.0K | 0.03% | +725 | New |
| West Paces Advisors Inc. | 731 | $48.8K | 0.02% | +29+4.1% | Added |
| Hoese & Co LLP | 771 | $52.0K | 0.06% | +500+184.5% | Added |
| Investors Research Corp | 787 | $53.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 860 | $57.5K | 0.03% | −58,356−98.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 867 | $58.0K | 0.05% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 916 | $61.0K | 0.01% | −365−28.5% | Reduced |
| Front Row Advisors LLC | 911 | $62.0K | 0.03% | +188+26.0% | Added |
| Hillsdale Investment Management Inc. | 978 | $65.0K | 0.01% | −812−45.4% | Reduced |
| Simon Quick Advisors, LLC | 1,015 | $67.0K | 0.02% | −2,010−66.4% | Reduced |
| Psagot Investment House Ltd. | 1,006 | $67.0K | 0.00% | 00.0% | Unchanged |
| tru Independence LLC | 1,009 | $67.0K | 0.02% | +1,009 | New |
| Syverson Strege & Co | 1,042 | $70.0K | 0.06% | −214−17.0% | Reduced |
| Atlantic Trust, LLC | 1,060 | $71.0K | 0.05% | +1,060 | New |
| Rocky Mountain Advisers, LLC | 1,075 | $72.0K | 0.09% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,086 | $73.0K | 0.01% | +100+10.1% | Added |