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 |
|---|---|---|---|---|---|
| Berkshire Bank | 52,472 | $3.51M | 0.85% | +2,419+4.8% | Added |
| Decatur Capital Management, Inc. | 52,728 | $3.52M | 1.10% | +84+0.2% | Added |
| Bahl & Gaynor Inc | 52,870 | $3.53M | 0.02% | −908−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 52,912 | $3.54M | 0.25% | +3,620+7.3% | Added |
| GWM Advisors LLC | 52,996 | $3.54M | 0.09% | +1,096+2.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 53,086 | $3.55M | 0.74% | −2,020−3.7% | Reduced |
| Bonness Enterprises Inc | 53,100 | $3.55M | 1.79% | 00.0% | Unchanged |
| Caldwell Trust Co | 53,159 | $3.55M | 0.46% | −1,306−2.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 53,505 | $3.58M | 0.82% | +1,913+3.7% | Added |
| Philadelphia Trust Co | 53,715 | $3.59M | 0.25% | −111−0.2% | Reduced |
| Rafferty Asset Management, LLC | 53,717 | $3.59M | 0.02% | +5,132+10.6% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.60M | 1.00% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 54,793 | $3.66M | 0.78% | +460+0.8% | Added |
| Robbins Farley LLC | 54,858 | $3.67M | 4.14% | +6,465+13.4% | Added |
| Cubic Asset Management, LLC | 55,007 | $3.68M | 0.91% | +1,025+1.9% | Added |
| Family Management Corp | 55,144 | $3.69M | 0.98% | +5,531+11.1% | Added |
| Condor Capital Management | 55,188 | $3.69M | 0.41% | +149+0.3% | Added |
| Meritage Portfolio Management | 55,187 | $3.69M | 0.22% | +274+0.5% | Added |
| Inlet Private Wealth, LLC | 55,212 | $3.69M | 0.97% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 55,255 | $3.69M | 0.27% | −1,155−2.0% | Reduced |
| Canal Capital Management, LLC | 55,443 | $3.71M | 1.07% | +1,555+2.9% | Added |
| Institute for Wealth Management, LLC. | 55,626 | $3.72M | 0.65% | −591−1.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 55,787 | $3.73M | 0.22% | −3,228−5.5% | Reduced |
| Atlantic Union Bankshares Corp | 55,815 | $3.73M | 0.36% | +1,090+2.0% | Added |
| Richard Bernstein Advisors LLC | 55,948 | $3.74M | 0.08% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 55,982 | $3.74M | 0.25% | +6,809+13.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 56,000 | $3.74M | 2.35% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56,040 | $3.75M | 1.51% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 56,151 | $3.75M | 0.32% | +4,413+8.5% | Added |
| Farr Miller & Washington LLC | 56,240 | $3.76M | 0.25% | +1,757+3.2% | Added |
| First Manhattan Co | 56,415 | $3.77M | 0.01% | −5,534−8.9% | Reduced |
| Charter Research & Investment Group, Inc. | 56,529 | $3.78M | 3.13% | −350−0.6% | Reduced |
| Prio Wealth Limited Partnership | 56,651 | $3.79M | 0.13% | −3,754−6.2% | Reduced |
| Plimoth Trust Co LLC | 57,156 | $3.82M | 1.07% | −1,558−2.7% | Reduced |
| Everence Capital Management Inc | 57,255 | $3.83M | 0.31% | 00.0% | Unchanged |
| Asio Capital, LLC | 57,392 | $3.83M | 1.35% | −1,446−2.5% | Reduced |
| Shelton Capital Management | 57,594 | $3.85M | 0.15% | +32,000+125.0% | Added |
| Marshall Wace, LLP | 57,734 | $3.86M | 0.02% | −688,291−92.3% | Reduced |
| Profund Advisors LLC | 57,895 | $3.87M | 0.13% | +382+0.7% | Added |
| Proequities, Inc. | 57,921 | $3.87M | 0.24% | +1,892+3.4% | Added |
| Benedict Financial Advisors Inc | 57,958 | $3.87M | 1.08% | +2,509+4.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 58,143 | $3.88M | 0.41% | −2,830−4.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 58,308 | $3.90M | 0.01% | −3,632−5.9% | Reduced |
| TBH Global Asset Management, LLC | 58,349 | $3.90M | 0.90% | +870+1.5% | Added |
| Bank Ozk | 58,579 | $3.91M | 1.73% | +649+1.1% | Added |
| Wells Trecaso Financial Group, LLC | 58,677 | $3.92M | 1.89% | +3,035+5.5% | Added |
| HighPoint Advisor Group LLC | 58,831 | $3.93M | 0.40% | +10,495+21.7% | Added |
| First American Bank | 58,872 | $3.93M | 0.23% | −1,562−2.6% | Reduced |
| Meridian Wealth Management, LLC | 59,225 | $3.96M | 0.50% | −3,171−5.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 59,433 | $3.97M | 0.32% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 59,713 | $3.99M | 0.27% | +937+1.6% | Added |
| Ar Asset Management Inc | 59,924 | $4.00M | 1.12% | 00.0% | Unchanged |
| Ally Financial Inc. | 60,000 | $4.01M | 0.40% | 00.0% | Unchanged |
| Factorial Partners, LLC | 60,000 | $4.01M | 2.71% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $4.01M | 1.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 60,364 | $4.03M | 0.48% | −97,457−61.8% | Reduced |
| Andesa Financial Management Inc. | 60,821 | $4.06M | 1.22% | +54,456+855.6% | Added |
| Icon Advisers Inc | 61,500 | $4.11M | 0.67% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 62,011 | $4.14M | 0.22% | +7,759+14.3% | Added |
| Compton Capital Management Inc | 62,031 | $4.14M | 1.22% | −1,100−1.7% | Reduced |
| FourThought Financial, LLC | 62,257 | $4.16M | 0.56% | +9,949+19.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 62,270 | $4.16M | 2.32% | +202+0.3% | Added |
| Security National Trust Co | 62,320 | $4.16M | 0.93% | −1,075−1.7% | Reduced |
| Wetherby Asset Management Inc | 62,347 | $4.17M | 0.26% | +2,729+4.6% | Added |
| Eastover Investment Advisors LLC | 62,538 | $4.18M | 2.71% | +3,619+6.1% | Added |
| EagleClaw Capital Managment, LLC | 62,647 | $4.19M | 1.08% | +3,800+6.5% | Added |
| Tower Research Capital LLC (TRC) | 62,672 | $4.19M | 0.11% | −175,736−73.7% | Reduced |
| Cubist Systematic Strategies, LLC | 62,697 | $4.19M | 0.05% | −221,342−77.9% | Reduced |
| IBM Retirement Fund | 62,991 | $4.21M | 0.33% | −14,189−18.4% | Reduced |
| Kinneret Advisory, LLC | 63,061 | $4.21M | 0.50% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 63,090 | $4.22M | 0.28% | −3,088−4.7% | Reduced |
| Annex Advisory Services, LLC | 63,176 | $4.22M | 0.34% | +3,532+5.9% | Added |
| Peregrine Asset Advisers, Inc. | 63,764 | $4.26M | 1.94% | +63,764 | New |
| Amica Mutual Insurance Co | 63,969 | $4.27M | 0.45% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 64,406 | $4.30M | 0.14% | +4,531+7.6% | Added |
| First Horizon Corp | 64,428 | $4.30M | 0.39% | +166+0.3% | Added |
| Investment House LLC | 64,733 | $4.33M | 0.30% | +5,195+8.7% | Added |
| Royal Fund Management, LLC | 64,877 | $4.33M | 0.72% | +1,873+3.0% | Added |
| Am Investment Strategies LLC | 64,913 | $4.34M | 1.12% | −46−0.1% | Reduced |
| CMH Wealth Management LLC | 65,198 | $4.36M | 1.46% | −26,736−29.1% | Reduced |
| Iowa State Bank | 65,330 | $4.37M | 1.22% | −460−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 65,522 | $4.38M | 0.10% | −4,288−6.1% | Reduced |
| Avitas Wealth Management LLC | 65,542 | $4.38M | 0.78% | +2,730+4.3% | Added |
| Princeton Capital Management LLC | 65,605 | $4.38M | 1.36% | +332+0.5% | Added |
| First Interstate Bank | 65,988 | $4.41M | 0.46% | +65,988 | New |
| Delta Asset Management LLC | 66,165 | $4.42M | 0.42% | +582+0.9% | Added |
| Surevest, LLC | 66,335 | $4.43M | 1.16% | −2,835−4.1% | Reduced |
| Bard Financial Services, Inc. | 66,350 | $4.43M | 0.39% | −250−0.4% | Reduced |
| Clear Harbor Asset Management, LLC | 66,630 | $4.45M | 0.55% | −8,784−11.6% | Reduced |
| Eqis Capital Management, Inc. | 66,957 | $4.47M | 0.33% | −1,159−1.7% | Reduced |
| Corient Capital Partners, LLC | 66,966 | $4.47M | 0.33% | −309−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 67,256 | $4.49M | 0.43% | −2,811−4.0% | Reduced |
| Banque Cantonale Vaudoise | 67,358 | $4.50M | 0.20% | −1,113−1.6% | Reduced |
| Advisors Asset Management, Inc. | 67,846 | $4.53M | 0.07% | +12,580+22.8% | Added |
| Kestra Private Wealth Services, LLC | 68,315 | $4.57M | 0.28% | +1,327+2.0% | Added |
| Sargent Bickham Lagudis LLC | 68,336 | $4.57M | 0.37% | +2,140+3.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 68,352 | $4.57M | 1.64% | +5,446+8.7% | Added |
| New England Asset Management Inc | 68,450 | $4.57M | 0.08% | +2,450+3.7% | Added |
| Calamos Wealth Management LLC | 68,812 | $4.60M | 0.36% | −1,576−2.2% | Reduced |
| AdvisorNet Financial, Inc | 69,152 | $4.62M | 0.31% | +1,466+2.2% | Added |