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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 31,279 | $2.09M | 0.25% | −6,121−16.4% | Reduced |
| BBVA USA | 31,178 | $2.08M | 0.12% | +31,178 | New |
| Homrich & Berg | 31,161 | $2.08M | 0.05% | +1,111+3.7% | Added |
| Auxier Asset Management | 31,068 | $2.08M | 0.34% | −539−1.7% | Reduced |
| Canton Hathaway, LLC | 31,043 | $2.07M | 0.61% | −839−2.6% | Reduced |
| TCG Advisory Services, LLC | 30,979 | $2.07M | 0.56% | +5,137+19.9% | Added |
| Engineers Gate Manager LP | 30,937 | $2.07M | 0.13% | −39,797−56.3% | Reduced |
| St. Louis Trust Co | 30,899 | $2.06M | 0.51% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 30,895 | $2.06M | 0.17% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30,863 | $2.06M | 0.31% | −50.0% | Reduced |
| CWM, LLC | 30,837 | $2.06M | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 30,744 | $2.05M | 0.18% | −2,255−6.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,696 | $2.05M | 0.05% | +4,727+18.2% | Added |
| Kempen Capital Management N.V. | 30,509 | $2.04M | 0.07% | +1,271+4.3% | 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 |
| KMG Fiduciary Partners, LLC | 30,488 | $2.04M | 0.36% | +988+3.3% | Added |
| FDx Advisors, Inc. | 30,311 | $2.02M | 0.07% | +8,608+39.7% | Added |
| Seven Eight Capital, LP | 30,483 | $2.02M | 0.28% | +2,783+10.0% | Added |
| Azzad Asset Management Inc | 30,230 | $2.02M | 0.30% | +936+3.2% | Added |
| United Bank | 30,163 | $2.02M | 0.27% | −183−0.6% | Reduced |
| Chicago Trust Co NA | 30,163 | $2.02M | 0.48% | +13,603+82.1% | Added |
| Wolff Wiese Magana LLC | 30,134 | $2.01M | 1.44% | −327−1.1% | Reduced |
| 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 |
| Mork Capital Management, LLC | 30,000 | $2.00M | 1.45% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 29,761 | $1.99M | 0.15% | +71+0.2% | 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 |
| Brooks, Moore & Associates, Inc. | 29,711 | $1.99M | 1.27% | +4,600+18.3% | Added |
| 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 |
| Orleans Capital Management Corp | 29,455 | $1.97M | 1.26% | −400−1.3% | Reduced |
| Keebeck Wealth Management, LLC | 29,442 | $1.97M | 0.28% | +25,000+562.8% | Added |
| Glenview State Bank Trust Dept. | 29,415 | $1.97M | 0.60% | −770−2.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 29,401 | $1.96M | 0.25% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 28,885 | $1.93M | 1.62% | −1,446−4.8% | Reduced |
| WMS Partners, LLC | 28,777 | $1.92M | 0.29% | −606−2.1% | Reduced |
| Focus Financial Network, Inc. | 28,770 | $1.92M | 0.26% | −92−0.3% | Reduced |
| Granite Investment Partners, LLC | 28,714 | $1.92M | 0.06% | −200−0.7% | Reduced |
| SWS Partners | 28,690 | $1.92M | 1.25% | +775+2.8% | Added |
| Platform Technology Partners | 28,681 | $1.92M | 0.79% | +28,681 | New |
| Spinnaker Trust | 28,641 | $1.91M | 0.13% | −30,559−51.6% | Reduced |
| Adirondack Trust Co | 28,561 | $1.91M | 0.96% | +320+1.1% | Added |
| Poehling Capital Management, LLC | 28,475 | $1.90M | 0.61% | +1,255+4.6% | Added |
| Spire Wealth Management | 28,448 | $1.90M | 0.05% | −39,941−58.4% | Reduced |
| Brown Advisory Securities, LLC | 28,295 | $1.89M | 0.30% | −8,225−22.5% | Reduced |
| Cutler Group LP | 28,249 | $1.89M | 0.14% | +4,834+20.6% | Added |
| Hancock Whitney Corp | 28,206 | $1.89M | 0.06% | −1,692−5.7% | Reduced |
| Fiduciary Group LLC | 27,514 | $1.88M | 0.22% | −225−0.8% | Reduced |
| 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 |
| Concentric Wealth Management, LLC | 28,121 | $1.88M | 0.58% | +924+3.4% | Added |
| King Luther Capital Management Corp | 28,074 | $1.88M | 0.01% | −97,648−77.7% | Reduced |
| Providence Capital Advisors, LLC | 28,042 | $1.87M | 0.61% | +2,594+10.2% | Added |
| Russell Clark Investment Management Ltd | 28,000 | $1.87M | 1.41% | 00.0% | Unchanged |
| Arden Trust Co | 27,960 | $1.87M | 0.31% | −647−2.3% | Reduced |
| Schmidt P J Investment Management Inc | 27,190 | $1.86M | 0.37% | −600−2.2% | Reduced |
| Capital City Trust Co | 27,712 | $1.85M | 0.56% | −405−1.4% | Reduced |
| Boston Family Office LLC | 27,652 | $1.85M | 0.13% | −200−0.7% | Reduced |
| Truvestments Capital LLC | 27,579 | $1.84M | 1.01% | +4,384+18.9% | Added |
| Q Capital Solutions | 27,550 | $1.84M | 1.38% | −12,450−31.1% | Reduced |
| Wintrust Investments LLC | 27,504 | $1.84M | 0.19% | −193−0.7% | Reduced |
| 9258 Wealth Management, LLC | 27,496 | $1.84M | 0.49% | +384+1.4% | Added |
| Manchester Capital Management LLC | 27,482 | $1.84M | 0.25% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 27,348 | $1.83M | 0.29% | +1,943+7.6% | Added |
| De Burlo Group Inc | 27,250 | $1.82M | 0.29% | 00.0% | Unchanged |
| Castellan Group, LLC | 27,200 | $1.82M | 0.76% | +2,400+9.7% | Added |
| Resonant Capital Advisors, LLC | 27,123 | $1.81M | 0.35% | +545+2.1% | Added |
| 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 |
| Wade G W & Inc | 26,935 | $1.80M | 0.09% | −352−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 26,927 | $1.80M | 0.14% | −4,308−13.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,882 | $1.80M | 0.11% | −1,730−6.0% | Reduced |
| Rathbone Brothers plc | 26,856 | $1.79M | 0.02% | −570−2.1% | Reduced |
| Cascade Investment Advisors, Inc. | 26,830 | $1.79M | 1.13% | −25−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 26,911 | $1.79M | 1.22% | −221−0.8% | Reduced |
| Washington Trust Co | 26,738 | $1.79M | 0.05% | −7,971−23.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,691 | $1.78M | 1.17% | +26,691 | New |
| Mastrapasqua Asset Management Inc | 26,629 | $1.78M | 0.19% | +2,205+9.0% | Added |
| Galvin, Gaustad & Stein, LLC | 26,589 | $1.78M | 0.17% | +60.0% | Added |
| Empirical Finance, LLC | 26,551 | $1.77M | 0.29% | +3,670+16.0% | Added |
| Integrated Wealth Concepts LLC | 26,463 | $1.77M | 0.06% | −1,218−4.4% | Reduced |
| Mount Vernon Associates Inc | 26,429 | $1.77M | 1.62% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 45,108 | $1.76M | 0.11% | −4,432−8.9% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.76M | 0.01% | −800−2.9% | Reduced |
| Stolper Co | 26,139 | $1.75M | 0.82% | +216+0.8% | Added |
| Headinvest, LLC | 26,123 | $1.75M | 0.33% | +1,667+6.8% | Added |
| Bennicas & Associates, Inc. | 26,069 | $1.74M | 0.96% | −100−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 26,048 | $1.74M | 0.07% | +334+1.3% | Added |
| Delta Financial Advisors LLC | 26,040 | $1.74M | 0.76% | −105−0.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 26,007 | $1.74M | 0.49% | +114+0.4% | Added |
| Regal Investment Advisors LLC | 25,954 | $1.73M | 0.17% | +25,954 | New |
| Pegasus Asset Management, Inc. | 25,933 | $1.73M | 0.81% | +151+0.6% | Added |
| Pitcairn Co | 25,846 | $1.73M | 0.12% | +6,021+30.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 25,808 | $1.72M | 0.09% | +6,401+33.0% | Added |
| Montag A & Associates Inc | 25,782 | $1.72M | 0.09% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 25,771 | $1.72M | 0.15% | −195−0.8% | Reduced |
| Bank of Hawaii | 25,765 | $1.72M | 0.10% | −5,046−16.4% | Reduced |
| Fort, L.P. | 25,730 | $1.72M | 0.50% | −1,432−5.3% | Reduced |