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, 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 | 2,530 | $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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 26,830 | $1.79M | 1.13% | −25−0.1% | Reduced |
| Rathbone Brothers plc | 26,856 | $1.79M | 0.02% | −570−2.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,882 | $1.80M | 0.11% | −1,730−6.0% | Reduced |
| J.W. Cole Advisors, Inc. | 26,927 | $1.80M | 0.14% | −4,308−13.8% | Reduced |
| Wade G W & Inc | 26,935 | $1.80M | 0.09% | −352−1.3% | Reduced |
| Members Capital Advisors Inc | 27,000 | $1.80M | 1.12% | 00.0% | Unchanged |
| Janney Capital Management LLC | 26,995 | $1.80M | 0.12% | +465+1.8% | Added |
| Resonant Capital Advisors, LLC | 27,123 | $1.81M | 0.35% | +545+2.1% | Added |
| Castellan Group, LLC | 27,200 | $1.82M | 0.76% | +2,400+9.7% | Added |
| De Burlo Group Inc | 27,250 | $1.82M | 0.29% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 27,348 | $1.83M | 0.29% | +1,943+7.6% | Added |
| Manchester Capital Management LLC | 27,482 | $1.84M | 0.25% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 27,496 | $1.84M | 0.49% | +384+1.4% | Added |
| Wintrust Investments LLC | 27,504 | $1.84M | 0.19% | −193−0.7% | Reduced |
| Q Capital Solutions | 27,550 | $1.84M | 1.38% | −12,450−31.1% | Reduced |
| Truvestments Capital LLC | 27,579 | $1.84M | 1.01% | +4,384+18.9% | Added |
| Boston Family Office LLC | 27,652 | $1.85M | 0.13% | −200−0.7% | Reduced |
| Capital City Trust Co | 27,712 | $1.85M | 0.56% | −405−1.4% | Reduced |
| Schmidt P J Investment Management Inc | 27,190 | $1.86M | 0.37% | −600−2.2% | Reduced |
| Arden Trust Co | 27,960 | $1.87M | 0.31% | −647−2.3% | Reduced |
| Russell Clark Investment Management Ltd | 28,000 | $1.87M | 1.41% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 28,042 | $1.87M | 0.61% | +2,594+10.2% | Added |
| King Luther Capital Management Corp | 28,074 | $1.88M | 0.01% | −97,648−77.7% | Reduced |
| Concentric Wealth Management, LLC | 28,121 | $1.88M | 0.58% | +924+3.4% | Added |
| Quest Investment Management LLC | 28,175 | $1.88M | 0.17% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,173 | $1.88M | 0.63% | +501+1.8% | Added |
| Fiduciary Group LLC | 27,514 | $1.88M | 0.22% | −225−0.8% | Reduced |
| Hancock Whitney Corp | 28,206 | $1.89M | 0.06% | −1,692−5.7% | Reduced |
| Cutler Group LP | 28,249 | $1.89M | 0.14% | +4,834+20.6% | Added |
| Brown Advisory Securities, LLC | 28,295 | $1.89M | 0.30% | −8,225−22.5% | Reduced |
| Spire Wealth Management | 28,448 | $1.90M | 0.05% | −39,941−58.4% | Reduced |
| Poehling Capital Management, LLC | 28,475 | $1.90M | 0.61% | +1,255+4.6% | Added |
| Adirondack Trust Co | 28,561 | $1.91M | 0.96% | +320+1.1% | Added |
| Spinnaker Trust | 28,641 | $1.91M | 0.13% | −30,559−51.6% | Reduced |
| Platform Technology Partners | 28,681 | $1.92M | 0.79% | +28,681 | New |
| SWS Partners | 28,690 | $1.92M | 1.25% | +775+2.8% | Added |
| Granite Investment Partners, LLC | 28,714 | $1.92M | 0.06% | −200−0.7% | Reduced |
| Focus Financial Network, Inc. | 28,770 | $1.92M | 0.26% | −92−0.3% | Reduced |
| WMS Partners, LLC | 28,777 | $1.92M | 0.29% | −606−2.1% | Reduced |
| Pantheon Investment Group, LLC | 28,885 | $1.93M | 1.62% | −1,446−4.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 29,401 | $1.96M | 0.25% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 29,415 | $1.97M | 0.60% | −770−2.6% | Reduced |
| Keebeck Wealth Management, LLC | 29,442 | $1.97M | 0.28% | +25,000+562.8% | Added |
| Orleans Capital Management Corp | 29,455 | $1.97M | 1.26% | −400−1.3% | Reduced |
| Toroso Investments, LLC | 29,675 | $1.97M | 0.08% | −30.0% | Reduced |
| Holderness Investments Co | 29,475 | $1.97M | 0.65% | +143+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 29,711 | $1.99M | 1.27% | +4,600+18.3% | Added |
| 44 Wealth Management LLC | 29,734 | $1.99M | 0.76% | −2,026−6.4% | Reduced |
| Coastline Trust Co | 29,735 | $1.99M | 0.25% | −1,190−3.8% | Reduced |
| Beaumont Financial Partners, LLC | 29,761 | $1.99M | 0.15% | +71+0.2% | Added |
| Mork Capital Management, LLC | 30,000 | $2.00M | 1.45% | 00.0% | Unchanged |
| NTV Asset Management LLC | 30,092 | $2.01M | 0.36% | −350−1.1% | Reduced |
| Malaga Cove Capital, LLC | 30,097 | $2.01M | 0.86% | +200+0.7% | Added |
| Wolff Wiese Magana LLC | 30,134 | $2.01M | 1.44% | −327−1.1% | Reduced |
| Chicago Trust Co NA | 30,163 | $2.02M | 0.48% | +13,603+82.1% | Added |
| United Bank | 30,163 | $2.02M | 0.27% | −183−0.6% | Reduced |
| Azzad Asset Management Inc | 30,230 | $2.02M | 0.30% | +936+3.2% | Added |
| Seven Eight Capital, LP | 30,483 | $2.02M | 0.28% | +2,783+10.0% | Added |
| FDx Advisors, Inc. | 30,311 | $2.02M | 0.07% | +8,608+39.7% | Added |
| KMG Fiduciary Partners, LLC | 30,488 | $2.04M | 0.36% | +988+3.3% | Added |
| swisspartners Ltd. | 30,500 | $2.04M | 1.45% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 30,500 | $2.04M | 0.03% | +30,500 | New |
| Kempen Capital Management N.V. | 30,509 | $2.04M | 0.07% | +1,271+4.3% | Added |
| Buckingham Strategic Wealth, LLC | 30,696 | $2.05M | 0.05% | +4,727+18.2% | Added |
| Perigon Wealth Management, LLC | 30,744 | $2.05M | 0.18% | −2,255−6.8% | Reduced |
| CWM, LLC | 30,837 | $2.06M | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30,863 | $2.06M | 0.31% | −50.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,895 | $2.06M | 0.17% | 00.0% | Unchanged |
| St. Louis Trust Co | 30,899 | $2.06M | 0.51% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 30,937 | $2.07M | 0.13% | −39,797−56.3% | Reduced |
| TCG Advisory Services, LLC | 30,979 | $2.07M | 0.56% | +5,137+19.9% | Added |
| Canton Hathaway, LLC | 31,043 | $2.07M | 0.61% | −839−2.6% | Reduced |
| Auxier Asset Management | 31,068 | $2.08M | 0.34% | −539−1.7% | Reduced |
| Homrich & Berg | 31,161 | $2.08M | 0.05% | +1,111+3.7% | Added |
| BBVA USA | 31,178 | $2.08M | 0.12% | +31,178 | New |
| Twinbeech Capital LP | 31,279 | $2.09M | 0.25% | −6,121−16.4% | Reduced |
| Ballentine Partners, LLC | 31,292 | $2.09M | 0.07% | +51+0.2% | Added |
| Fiera Capital Corp | 31,394 | $2.10M | 0.01% | +24,533+357.6% | Added |
| GSB Wealth Management, LLC | 31,619 | $2.11M | 0.66% | +1,930+6.5% | Added |
| South Street Advisors LLC | 31,685 | $2.12M | 0.39% | +31,685 | New |
| Sippican Capital Advisors | 31,731 | $2.12M | 1.84% | −924−2.8% | Reduced |
| TSP Capital Management Group, LLC | – | $2.12M | 0.70% | – | – |
| Park National Corp | 31,759 | $2.12M | 0.09% | −1,444−4.3% | Reduced |
| Independent Investors Inc | 31,775 | $2.12M | 0.52% | +38+0.1% | Added |
| Silver Lake Advisory, LLC | 30,863 | $2.14M | 1.02% | −874−2.8% | Reduced |
| Fred Alger Management, LLC | 32,181 | $2.15M | 0.01% | 00.0% | Unchanged |
| Origin Asset Management LLP | 32,300 | $2.16M | 0.24% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 32,427 | $2.17M | 0.81% | −7,127−18.0% | Reduced |
| Essex Financial Services, Inc. | 34,322 | $2.17M | 0.31% | 00.0% | Unchanged |
| Charter Trust Co | 32,463 | $2.17M | 0.20% | −620−1.9% | Reduced |
| Claret Asset Management Corp | 32,501 | $2.17M | 0.36% | +11,880+57.6% | Added |
| Citizens Financial Group Inc | 32,573 | $2.18M | 0.09% | +1,084+3.4% | Added |
| Wolf Group Capital Advisors | 32,641 | $2.18M | 1.17% | +114+0.4% | Added |
| Leelyn Smith, LLC | 32,667 | $2.18M | 0.64% | +510+1.6% | Added |
| Leavell Investment Management, Inc. | 34,450 | $2.19M | 0.18% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 32,800 | $2.19M | 0.78% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 32,826 | $2.19M | 0.22% | −6,750−17.1% | Reduced |
| Bridgewater Advisors Inc. | 32,975 | $2.20M | 0.70% | +10,785+48.6% | Added |
| Trust Co of Virginia | 33,280 | $2.21M | 0.24% | −1,660−4.8% | Reduced |
| Cito Capital Group, LLC | 33,000 | $2.21M | 0.99% | 00.0% | Unchanged |