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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 17,585 | $1.18M | 0.01% | −300−1.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,578 | $1.18M | 0.52% | +872+5.2% | Added |
| Joel Isaacson & Co., LLC | 17,564 | $1.17M | 0.09% | −392−2.2% | Reduced |
| First Commonwealth Financial Corp | 17,513 | $1.17M | 0.41% | +516+3.0% | Added |
| Morse Asset Management, Inc | 17,475 | $1.17M | 0.28% | −500−2.8% | Reduced |
| Occudo Quantitative Strategies LP | 17,355 | $1.16M | 0.18% | +9,343+116.6% | Added |
| Personal Cfo Solutions, LLC | 17,341 | $1.16M | 0.24% | +173+1.0% | Added |
| Accredited Investors Inc. | 17,333 | $1.16M | 0.12% | −157−0.9% | Reduced |
| Ategra Capital Management, LLC | 17,286 | $1.16M | 0.59% | −106−0.6% | Reduced |
| Pictet North America Advisors SA | 17,282 | $1.16M | 0.12% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 17,268 | $1.15M | 0.26% | −3,725−17.7% | Reduced |
| Humankind Investments LLC | 17,231 | $1.15M | 0.54% | +6,243+56.8% | Added |
| GQG Partners LLC | 17,225 | $1.15M | 0.00% | +6,856+66.1% | Added |
| Symmetry Partners, LLC | 17,211 | $1.15M | 0.08% | −1,371−7.4% | Reduced |
| Knuff & Co LLC | 17,165 | $1.15M | 0.43% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 17,171 | $1.15M | 0.13% | +437+2.6% | Added |
| Capula Management Ltd | 17,264 | $1.15M | 0.21% | +13,846+405.1% | Added |
| Westhampton Capital, LLC | 17,112 | $1.14M | 0.74% | −100−0.6% | Reduced |
| Hotaling Investment Management, LLC | 17,111 | $1.14M | 0.46% | 00.0% | Unchanged |
| Papp L Roy & Associates | 17,072 | $1.14M | 0.14% | +1,200+7.6% | Added |
| First Dallas Securities Inc. | 17,069 | $1.14M | 0.75% | +9,236+117.9% | Added |
| Quadrature Capital Ltd | 17,028 | $1.14M | 0.04% | −94,643−84.8% | Reduced |
| Trust Co | 17,036 | $1.14M | 0.80% | −257−1.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 16,959 | $1.13M | 1.34% | +350+2.1% | Added |
| Founders Financial Securities LLC | 16,926 | $1.13M | 0.22% | +1,287+8.2% | Added |
| Bath Savings Trust Co | 16,889 | $1.13M | 0.13% | −2,445−12.6% | Reduced |
| Physicians Financial Services, Inc. | 16,854 | $1.13M | 0.46% | +50+0.3% | Added |
| Altium Wealth Management LLC | 16,788 | $1.12M | 0.08% | −2,853−14.5% | Reduced |
| Fruth Investment Management | 16,791 | $1.12M | 0.33% | +536+3.3% | Added |
| D.B. Root & Company, LLC | 16,775 | $1.12M | 0.42% | +131+0.8% | Added |
| Midwest Wealth Management Inc. | 16,728 | $1.12M | 0.80% | +2,541+17.9% | Added |
| Ridgewood Investments LLC | 16,722 | $1.12M | 0.72% | −9,330−35.8% | Reduced |
| Arkadios Wealth Advisors | 16,709 | $1.12M | 0.14% | +4,426+36.0% | Added |
| Catalyst Capital Advisors LLC | 16,688 | $1.11M | 0.06% | −5,790−25.8% | Reduced |
| Anchor Investment Management, LLC | 16,632 | $1.11M | 0.15% | +2,480+17.5% | Added |
| Marietta Wealth Management, LLC | 16,582 | $1.11M | 0.25% | −40,799−71.1% | Reduced |
| Good Life Advisors, LLC | 16,581 | $1.11M | 0.21% | +231+1.4% | Added |
| Perkins Capital Management Inc | 16,450 | $1.10M | 0.62% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16,358 | $1.09M | 0.58% | +256+1.6% | Added |
| Spirit of America Management Corp | 16,250 | $1.09M | 0.23% | −500−3.0% | Reduced |
| Bridgefront Capital, LLC | 16,186 | $1.08M | 0.41% | +9,603+145.9% | Added |
| Everett Harris & Co | 16,170 | $1.08M | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 16,152 | $1.08M | 0.28% | +60+0.4% | Added |
| Ameritas Investment Company, LLC | 4,394 | $1.08M | 0.05% | −18,936−81.2% | Reduced |
| Claro Advisors LLC | 16,123 | $1.08M | 0.48% | +105+0.7% | Added |
| First Financial Bank - Trust Division | 16,049 | $1.07M | 0.12% | −2,177−11.9% | Reduced |
| Rehmann Capital Advisory Group | 16,075 | $1.07M | 0.10% | −3,291−17.0% | Reduced |
| Principle Wealth Partners LLC | 15,992 | $1.07M | 0.12% | −6,920−30.2% | Reduced |
| Inscription Capital, LLC | 15,992 | $1.07M | 0.12% | +11,767+278.5% | Added |
| CMT Capital Markets Trading GmbH | 16,000 | $1.07M | 0.47% | +16,000 | New |
| Fayez Sarofim & Co | 15,989 | $1.07M | 0.00% | −1,142−6.7% | Reduced |
| Pavion Blue Capital, LLC | 15,970 | $1.07M | 0.65% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15,899 | $1.06M | 0.47% | −540−3.3% | Reduced |
| HighTower Trust Services, LTA | 15,886 | $1.06M | 0.13% | −348−2.1% | Reduced |
| Cornerstone Wealth Management, LLC | 15,855 | $1.06M | 0.11% | +1,183+8.1% | Added |
| Pendal Group Limited | 15,829 | $1.06M | 0.01% | −11,944−43.0% | Reduced |
| Prestige Wealth Management Group LLC | 15,799 | $1.05M | 0.28% | −1,612−9.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 15,760 | $1.05M | 0.06% | −1,183−7.0% | Reduced |
| Community Capital Management, Inc. | 15,700 | $1.05M | 1.06% | +5,700+57.0% | Added |
| River & Mercantile Asset Management LLP | 15,690 | $1.05M | 0.07% | 00.0% | Unchanged |
| Berkeley, Inc | 15,542 | $1.04M | 0.74% | +4,019+34.9% | Added |
| Grandview Asset Management LLC | 15,484 | $1.03M | 0.57% | −7,641−33.0% | Reduced |
| Diversified Trust Co | 15,496 | $1.03M | 0.04% | +177+1.2% | Added |
| OPSEU Pension Plan Trust Fund | 15,527 | $1.03M | 0.26% | +3,542+29.6% | Added |
| Merit Financial Group, LLC | 15,422 | $1.03M | 0.10% | −1,210−7.3% | Reduced |
| Whalerock Point Partners, LLC | 15,417 | $1.03M | 0.40% | −100−0.6% | Reduced |
| Two Sigma Securities, LLC | 15,410 | $1.03M | 0.26% | +15,410 | New |
| Western Wealth Management, LLC | 15,403 | $1.03M | 0.11% | +47+0.3% | Added |
| Bender Robert & Associates | 15,359 | $1.03M | 0.29% | +1,580+11.5% | Added |
| Legacy Private Trust Co. | 15,264 | $1.02M | 0.09% | −726−4.5% | Reduced |
| SOL Capital Management CO | 15,263 | $1.02M | 0.20% | −300−1.9% | Reduced |
| Enterprise Financial Services Corp | 15,252 | $1.02M | 0.16% | −444−2.8% | Reduced |
| Massmutual Trust Co FSB | 15,181 | $1.01M | 0.04% | +11+0.1% | Added |
| Lebenthal Global Advisors, LLC | 15,150 | $1.01M | 0.54% | +15,150 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,069 | $1.01M | 0.06% | +1,605+11.9% | Added |
| Lumina Fund Management LLC | 15,000 | $1.00M | 0.48% | 00.0% | Unchanged |
| Saybrook Capital | 14,997 | $1.00M | 0.27% | +134+0.9% | Added |
| Fore Capital, LLC | 15,000 | $1.00M | 1.19% | +15,000 | New |
| Koss-Olinger Consulting, LLC | 14,986 | $1.00M | 0.15% | +1,062+7.6% | Added |
| ETF Managers Group, LLC | 15,075 | $999.0K | 0.02% | −24,533−61.9% | Reduced |
| Kensington Investment Counsel, LLC | 14,864 | $993.0K | 0.68% | +460+3.2% | Added |
| Covenant Multifamily Offices, LLC | 14,841 | $992.0K | 0.18% | +3,495+30.8% | Added |
| Jones Financial Companies LLLP | 14,734 | $985.0K | 0.00% | −1,189−7.5% | Reduced |
| RMB Capital Management, LLC | 14,746 | $985.0K | 0.03% | +1,802+13.9% | Added |
| Waddell & Associates, LLC | 14,745 | $985.0K | 0.17% | +14,745 | New |
| Sax Wealth Advisors, LLC | 14,667 | $980.0K | 0.34% | −46−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 14,587 | $975.0K | 0.04% | +5,963+69.1% | Added |
| Beck Mack & Oliver LLC | 14,556 | $973.0K | 0.03% | +4,549+45.5% | Added |
| Capital One Financial Corp | 14,485 | $968.0K | 0.12% | −25−0.2% | Reduced |
| Cornerstone Capital, Inc. | 14,440 | $965.0K | 0.11% | 00.0% | Unchanged |
| Jefferies Group LLC | 14,414 | $963.1K | 0.02% | +10,338+253.6% | Added |
| Evermay Wealth Management LLC | 14,407 | $963.0K | 0.18% | −225−1.5% | Reduced |
| Cohen Capital Management, Inc. | 14,350 | $959.0K | 0.16% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 14,329 | $957.0K | 0.01% | +389+2.8% | Added |
| Elmwood Wealth Management, Inc. | 14,288 | $955.0K | 0.50% | +284+2.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 14,278 | $954.0K | 0.46% | +65+0.5% | Added |
| Trustcore Financial Services, LLC | 14,263 | $953.0K | 0.10% | −999−6.5% | Reduced |
| Crawford Investment Counsel Inc | 14,266 | $953.0K | 0.02% | +65+0.5% | Added |
| HNP Capital LLC | 14,246 | $952.0K | 0.25% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 14,246 | $952.0K | 0.24% | +73+0.5% | Added |