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 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Kendall Capital Management | 33,047 | $2.21M | 1.24% | +2,780+9.2% | Added |
| Smith, Moore & Co. | 32,143 | $2.21M | 0.33% | −308−0.9% | Reduced |
| Ieq Capital, LLC | 33,087 | $2.21M | 0.06% | +6,230+23.2% | Added |
| Equitable Trust Co | 33,145 | $2.21M | 0.14% | −4,725−12.5% | Reduced |
| New England Research & Management, Inc. | 33,187 | $2.22M | 1.15% | −350−1.0% | Reduced |
| AMG National Trust Bank | 33,310 | $2.23M | 0.07% | −13,799−29.3% | Reduced |
| Corrado Advisors, LLC | 33,311 | $2.23M | 1.37% | +2,970+9.8% | Added |
| Intellectus Partners, LLC | 33,413 | $2.23M | 0.50% | +1,773+5.6% | Added |
| MTM Investment Management, LLC | 33,732 | $2.25M | 1.18% | +3,041+9.9% | Added |
| Altfest L J & Co Inc | 33,967 | $2.27M | 0.49% | −381−1.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 34,065 | $2.28M | 0.09% | −1,396−3.9% | Reduced |
| First City Capital Management, Inc. | 34,030 | $2.28M | 1.25% | −190−0.6% | Reduced |
| Live Oak Private Wealth LLC | 34,098 | $2.28M | 0.50% | +6,064+21.6% | Added |
| First National Bank & Trust Co of Newtown | 34,303 | $2.29M | 0.47% | −225−0.7% | Reduced |
| RKL Wealth Management LLC | 34,373 | $2.30M | 0.29% | +964+2.9% | Added |
| Cypress Asset Management Inc | 34,385 | $2.30M | 0.59% | −4,092−10.6% | Reduced |
| ExodusPoint Capital Management, LP | 34,416 | $2.30M | 0.04% | +2,614+8.2% | Added |
| Oliver Luxxe Assets LLC | 34,494 | $2.31M | 0.63% | −1,214−3.4% | Reduced |
| Arrow Financial Corp | 34,501 | $2.31M | 0.29% | −8,097−19.0% | Reduced |
| Oxler Private Wealth LLC | 34,564 | $2.31M | 1.01% | +1,132+3.4% | Added |
| American Portfolios Advisors | 34,634 | $2.31M | 0.09% | +582+1.7% | Added |
| Waters Parkerson & Co., LLC | 34,681 | $2.32M | 0.13% | −332−0.9% | Reduced |
| Summit Global Investments | 34,815 | $2.32M | 0.14% | −8,479−19.6% | Reduced |
| Boyar Asset Management Inc. | 34,868 | $2.33M | 1.50% | +10.0% | Added |
| CAPROCK Group, Inc. | 34,877 | $2.33M | 0.21% | +6,985+25.0% | Added |
| Wellington Shields Capital Management, LLC | 34,958 | $2.34M | 0.28% | −3,843−9.9% | Reduced |
| Lido Advisors, LLC | 34,988 | $2.34M | 0.06% | +2,331+7.1% | Added |
| YHB Investment Advisors, Inc. | 35,002 | $2.34M | 0.20% | −438−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 35,022 | $2.34M | 0.32% | −2,254−6.0% | Reduced |
| Stonebridge Capital Management Inc | 35,030 | $2.34M | 0.85% | +500+1.4% | Added |
| Scott & Selber, Inc. | 35,076 | $2.34M | 0.90% | +17,428+98.8% | Added |
| Sompo Asset Management Co., Ltd. | 35,090 | $2.35M | 0.48% | +3,540+11.2% | Added |
| Country Club Trust Company, n.a. | 35,505 | $2.35M | 0.21% | −987−2.7% | Reduced |
| Westover Capital Advisors, LLC | 35,217 | $2.35M | 0.75% | −645−1.8% | Reduced |
| NFJ Investment Group, LLC | 35,249 | $2.35M | 0.04% | −3,554−9.2% | Reduced |
| Capital Fund Management S.A. | 35,326 | $2.36M | 0.06% | −49,488−58.3% | Reduced |
| Chilton Capital Management LLC | 35,421 | $2.37M | 0.14% | +22,031+164.5% | Added |
| Bellwether Advisors, LLC | 35,485 | $2.37M | 0.82% | −5,677−13.8% | Reduced |
| Chicago Capital, LLC | 35,493 | $2.37M | 0.09% | −1,440−3.9% | Reduced |
| Hanson & Doremus Investment Management | 39,542 | $2.38M | 0.71% | +2,049+5.5% | Added |
| Teza Capital Management LLC | 35,700 | $2.38M | 0.39% | −45,239−55.9% | Reduced |
| Integrated Advisors Network LLC | 35,760 | $2.39M | 0.18% | −40,976−53.4% | Reduced |
| Telemus Capital, LLC | 35,875 | $2.40M | 0.17% | −1,846−4.9% | Reduced |
| Level Four Advisory Services, LLC | 35,878 | $2.40M | 0.17% | −1,041−2.8% | Reduced |
| Cacti Asset Management LLC | 35,950 | $2.40M | 0.20% | 00.0% | Unchanged |
| Gifford Fong Associates | 35,899 | $2.40M | 0.47% | 00.0% | Unchanged |
| Northstar Investment Advisors LLC | 35,473 | $2.41M | 0.32% | 00.0% | Unchanged |
| Roundview Capital LLC | 36,096 | $2.41M | 0.27% | +110.0% | Added |
| Seizert Capital Partners, LLC | 36,154 | $2.42M | 0.12% | +1,579+4.6% | Added |
| Truehand, Inc | 36,190 | $2.42M | 1.42% | 00.0% | Unchanged |
| Independent Advisor Alliance | 36,245 | $2.42M | 0.13% | −554−1.5% | Reduced |
| Aureus Asset Management, LLC | 36,506 | $2.44M | 0.16% | +36,506 | New |
| Crescent Capital Consulting, LLC | 36,762 | $2.46M | 0.46% | −1,785−4.6% | Reduced |
| HBK Sorce Advisory LLC | 36,866 | $2.46M | 0.14% | −466−1.2% | Reduced |
| WealthTrust Asset Management, LLC | 36,904 | $2.47M | 2.14% | +36,904 | New |
| Supplemental Annuity Collective Trust of NJ | 37,000 | $2.47M | 0.80% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 37,165 | $2.48M | 0.71% | +4,400+13.4% | Added |
| Signaturefd, LLC | 37,193 | $2.48M | 0.10% | +777+2.1% | Added |
| Douglass Winthrop Advisors, LLC | 37,368 | $2.50M | 0.06% | +1,566+4.4% | Added |
| Gladstone Institutional Advisory LLC | 37,381 | $2.50M | 0.30% | +4,776+14.6% | Added |
| Ledyard National Bank | 37,442 | $2.50M | 0.26% | +210+0.6% | Added |
| Naples Global Advisors, LLC | 37,523 | $2.51M | 0.35% | +3,532+10.4% | Added |
| MidWestOne Financial Group, Inc. | 37,551 | $2.51M | 0.59% | −1,422−3.6% | Reduced |
| Vestcor Inc | 37,589 | $2.51M | 0.08% | −75,485−66.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 37,655 | $2.52M | 0.92% | −5,462−12.7% | Reduced |
| Ancora Advisors, LLC | 37,678 | $2.52M | 0.07% | −1,333−3.4% | Reduced |
| Morris Capital Advisors, LLC | 37,763 | $2.52M | 1.91% | −539−1.4% | Reduced |
| Optimum Investment Advisors | 37,778 | $2.52M | 0.79% | −3,487−8.5% | Reduced |
| Private Portfolio Partners LLC | 37,907 | $2.53M | 0.73% | −1,475−3.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 37,939 | $2.54M | 0.46% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 38,063 | $2.54M | 0.58% | +1,128+3.1% | Added |
| Hills Bank & Trust Co | 38,553 | $2.58M | 0.39% | −905−2.3% | Reduced |
| Logan Capital Management Inc | 38,565 | $2.58M | 0.12% | +420+1.1% | Added |
| Strategic Wealth Advisors Group, LLC | 38,838 | $2.58M | 0.12% | +7,720+24.8% | Added |
| Hunter Associates Investment Management LLC | 38,707 | $2.59M | 0.81% | −15,635−28.8% | Reduced |
| Alaska Permanent Fund Corp | 39,000 | $2.61M | 0.05% | +400+1.0% | Added |
| Nicholas Hoffman & Company, LLC. | 39,012 | $2.61M | 0.47% | −55−0.1% | Reduced |
| Choate Investment Advisors | 39,058 | $2.61M | 0.16% | −4,837−11.0% | Reduced |
| Mirabella Financial Services LLP | 39,109 | $2.61M | 0.50% | +39,109 | New |
| Greenleaf Trust | 39,160 | $2.62M | 0.03% | +2,611+7.1% | Added |
| Stonnington Group, LLC | 39,384 | $2.63M | 0.58% | +3,100+8.5% | Added |
| Stratos Wealth Advisors, LLC | 39,388 | $2.63M | 0.23% | +2,870+7.9% | Added |
| Hantz Financial Services, Inc. | 39,497 | $2.64M | 0.10% | +3,477+9.7% | Added |
| Triangle Securities Wealth Management | 39,652 | $2.65M | 0.90% | −869−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 39,731 | $2.65M | 0.87% | +1,687+4.4% | Added |
| Claybrook Capital, LLC | 39,731 | $2.65M | 0.87% | +39,731 | New |
| Edmp, Inc. | 39,778 | $2.66M | 2.79% | +555+1.4% | Added |
| Old Second National Bank of Aurora | 39,916 | $2.67M | 0.73% | +22+0.1% | Added |
| Princeton Global Asset Management LLC | 39,962 | $2.67M | 0.81% | −1,481−3.6% | Reduced |
| Stansberry Asset Management, LLC | 40,125 | $2.68M | 0.65% | +1,954+5.1% | Added |
| Trust Co of Toledo NA | 40,194 | $2.69M | 0.45% | +293+0.7% | Added |
| Gilman Hill Asset Management, LLC | 40,334 | $2.69M | 0.69% | +1,261+3.2% | Added |
| DCF Advisers, LLC | 40,500 | $2.71M | 1.36% | +500+1.3% | Added |
| Moloney Securities Asset Management, LLC | 40,508 | $2.71M | 0.49% | −6,038−13.0% | Reduced |
| Duncker Streett & Co Inc | 40,593 | $2.71M | 0.50% | −14,309−26.1% | Reduced |
| KG&L Capital Management,LLC | 40,716 | $2.72M | 1.24% | +2,991+7.9% | Added |
| Stokes Family Office, LLC | 40,776 | $2.73M | 0.39% | +761+1.9% | Added |
| Sanders Morris Harris LLC | 40,864 | $2.73M | 0.53% | −200.0% | Reduced |
| South State Corp. | 40,955 | $2.74M | 0.24% | −119−0.3% | Reduced |
| High Pointe Capital Management LLC | 41,003 | $2.74M | 2.16% | −506−1.2% | Reduced |