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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 4,417 | $295.0K | 0.18% | 00.0% | Unchanged |
| Rinet Co LLC | 4,411 | $295.0K | 0.06% | +28+0.6% | Added |
| Glen Eagle Advisors, LLC | 4,441 | $296.7K | 0.09% | +101+2.3% | Added |
| Dillon & Associates Inc | 4,427 | $297.0K | 0.06% | −1,180−21.0% | Reduced |
| Great Diamond Partners, LLC | 4,456 | $297.0K | 0.08% | +445+11.1% | Added |
| KC Investment Advisors, LLC | 4,480 | $299.0K | 0.24% | −474−9.6% | Reduced |
| West Oak Capital, LLC | 4,490 | $300.0K | 0.12% | 00.0% | Unchanged |
| Shayne & Co., LLC | 4,489 | $300.0K | 0.17% | +30+0.7% | Added |
| Winslow Asset Management Inc | 4,506 | $301.0K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,520 | $302.0K | 0.07% | +861+23.5% | Added |
| Twin Focus Capital Partners, LLC | 4,518 | $302.0K | 0.07% | +4,518 | New |
| Girard Partners Ltd. | 4,544 | $303.0K | 0.04% | −667−12.8% | Reduced |
| Argent Advisors, Inc. | 4,536 | $303.0K | 0.18% | +663+17.1% | Added |
| Waycross Partners, LLC | 4,557 | $304.0K | 0.16% | 00.0% | Unchanged |
| Doheny Asset Management | 4,559 | $305.0K | 0.20% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,563 | $305.0K | 0.01% | +4,563 | New |
| Terry L. Blaker | 4,577 | $306.0K | 0.02% | −26,689−85.4% | Reduced |
| American National Bank | 4,575 | $306.0K | 0.07% | −310−6.3% | Reduced |
| Elm Advisors, LLC | 4,573 | $306.0K | 0.18% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,530 | $306.0K | 0.03% | +263+6.2% | Added |
| Westwood Holdings Group Inc. | 4,614 | $308.0K | 0.00% | +326+7.6% | Added |
| West Branch Capital LLC | 4,625 | $309.0K | 0.15% | +12+0.3% | Added |
| Satovsky Asset Management LLC | 4,621 | $309.0K | 0.24% | +4,621 | New |
| Tranquilli Financial Advisor LLC | 4,644 | $310.0K | 0.23% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,648 | $311.0K | 0.14% | −118−2.5% | Reduced |
| Crestwood Advisors Group LLC | 4,667 | $312.0K | 0.01% | −1,550−24.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,666 | $312.0K | 0.04% | +4,666 | New |
| Barr E S & Co | 4,700 | $314.0K | 0.02% | +4,700 | New |
| First Business Financial Services, Inc. | 4,700 | $314.0K | 0.04% | +4,700 | New |
| Foundations Investment Advisors, LLC | 4,678 | $314.0K | 0.02% | +4,678 | New |
| TriaGen Wealth Management LLC | 4,641 | $315.0K | 0.16% | −3,491−42.9% | Reduced |
| Lakeview Capital Partners, LLC | 4,707 | $315.0K | 0.14% | +427+10.0% | Added |
| Corrigan Financial, Inc. | 4,717 | $315.2K | 0.10% | −103−2.1% | Reduced |
| Soltis Investment Advisors LLC | 4,739 | $317.0K | 0.05% | +1,495+46.1% | Added |
| Monterey Private Wealth, Inc. | 4,760 | $318.0K | 0.18% | +475+11.1% | Added |
| Financial Engines Advisors L.L.C. | 4,769 | $319.0K | 0.00% | −1,627−25.4% | Reduced |
| Vivaldi Capital Management, LLC | 4,724 | $319.0K | 0.06% | −240−4.8% | Reduced |
| Barrett Asset Management, LLC | 4,809 | $321.0K | 0.01% | +622+14.9% | Added |
| Gryphon Financial Partners LLC | 4,994 | $321.0K | 0.08% | +903+22.1% | Added |
| Fort Sheridan Advisors LLC | 4,840 | $323.0K | 0.11% | −250−4.9% | Reduced |
| Gilbert & Cook, Inc. | 4,828 | $323.0K | 0.06% | +94+2.0% | Added |
| Clark Financial Services Group Inc | 4,841 | $323.0K | 0.25% | +188+4.0% | Added |
| MEMBERS Trust Co | 4,854 | $324.0K | 0.01% | −1,385−22.2% | Reduced |
| Cypress Capital Management LLC | 4,844 | $324.0K | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 4,853 | $324.0K | 0.03% | +150+3.2% | Added |
| Lathrop Investment Management Corp | 4,862 | $325.0K | 0.07% | −30−0.6% | Reduced |
| Center for Financial Planning, Inc. | 4,867 | $325.0K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,880 | $326.0K | 0.21% | +50+1.0% | Added |
| Pearl River Capital, LLC | 4,877 | $326.0K | 0.09% | +4,877 | New |
| Resource Management, LLC | 4,899 | $327.0K | 0.04% | +400+8.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,930 | $329.0K | 0.12% | −7,031−58.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,929 | $329.4K | 0.08% | +4,929 | New |
| Cohen Lawrence B | 4,937 | $330.0K | 0.17% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,950 | $331.0K | 0.19% | −345−6.5% | Reduced |
| Exeter Financial, LLC | 4,961 | $332.0K | 0.19% | −50−1.0% | Reduced |
| Brendel Financial Advisors LLC | 4,976 | $332.0K | 0.18% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 4,975 | $332.0K | 0.03% | +100+2.1% | Added |
| NorthRock Partners, LLC | 4,977 | $333.0K | 0.03% | +251+5.3% | Added |
| Aveo Capital Partners, LLC | 4,987 | $333.0K | 0.07% | +766+18.1% | Added |
| Probity Advisors, Inc. | 5,003 | $334.0K | 0.07% | −216−4.1% | Reduced |
| Harvey Investment Co LLC | 5,005 | $334.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $334.0K | 0.07% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,015 | $335.0K | 0.14% | −292−5.5% | Reduced |
| Lantz Financial LLC | 5,012 | $335.0K | 0.17% | −168−3.2% | Reduced |
| S.A. Mason LLC | 5,020 | $335.0K | 0.23% | +10.0% | Added |
| Smith Chas P & Associates Pa Cpas | 5,031 | $336.0K | 0.03% | −27−0.5% | Reduced |
| Orser Capital Management, LLC | 5,030 | $336.0K | 0.18% | +200+4.1% | Added |
| Financial Advisors, LLC | 5,049 | $337.0K | 0.12% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,005 | $337.0K | 0.31% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,067 | $339.0K | 0.09% | −676−11.8% | Reduced |
| New Jersey Better Educational Savings Trust | 5,074 | $339.0K | 0.68% | 00.0% | Unchanged |
| Rock Creek Group, LP | 5,067 | $339.0K | 0.05% | +984+24.1% | Added |
| Avion Wealth | 5,082 | $340.0K | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,119 | $340.0K | 0.04% | +5,119 | New |
| CSS LLC | 5,100 | $341.0K | 0.02% | −4,200−45.2% | Reduced |
| Centiva Capital, LP | 5,125 | $342.0K | 0.03% | −2,160−29.6% | Reduced |
| Osborne Partners Capital Management, LLC | 5,139 | $343.0K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 5,158 | $344.0K | 0.19% | −1,500−22.5% | Reduced |
| Angeles Investment Advisors, LLC | 5,157 | $345.0K | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 5,157 | $345.0K | 0.18% | +17+0.3% | Added |
| Foster Group, Inc. | 5,182 | $346.0K | 0.04% | +78+1.5% | Added |
| Albert D Mason Inc | 5,180 | $346.0K | 0.21% | +265+5.4% | Added |
| Tradewinds Capital Management, LLC | 5,177 | $346.0K | 0.06% | +807+18.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,250 | $348.0K | 0.01% | −7,150−57.7% | Reduced |
| BFT Financial Group, LLC | 5,211 | $348.0K | 0.07% | −700−11.8% | Reduced |
| Hall Laurie J Trustee | 5,210 | $348.0K | 0.13% | −122−2.3% | Reduced |
| Clare Market Investments LLC | 5,215 | $348.5K | 0.11% | −1,751−25.1% | Reduced |
| SignalPoint Asset Management, LLC | 5,283 | $353.0K | 0.12% | −1,047−16.5% | Reduced |
| IMA Wealth, Inc. | 5,282 | $353.0K | 0.08% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $355.0K | 0.21% | – | – |
| Parcion Private Wealth LLC | 5,312 | $355.0K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,330 | $356.0K | 0.06% | +178+3.5% | Added |
| Meridian Wealth Advisors, LLC | 5,325 | $356.0K | 0.10% | +1,470+38.1% | Added |
| Saratoga Research & Investment Management | 5,343 | $357.0K | 0.02% | −90−1.7% | Reduced |
| Nadler Financial Group, Inc. | 5,364 | $358.0K | 0.06% | +42+0.8% | Added |
| Compagnie Lombard Odier SCmA | 5,360 | $358.0K | 0.01% | +1,165+27.8% | Added |
| Capital Square, LLC | 5,356 | $359.0K | 0.26% | +106+2.0% | Added |
| Advisor OS, LLC | 5,361 | $359.0K | 0.07% | +5,361 | New |
| Riverbridge Partners LLC | 5,425 | $362.0K | 0.00% | −21−0.4% | Reduced |
| Heritage Wealth Advisors | 5,425 | $362.5K | 0.02% | −165−3.0% | Reduced |