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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 86,462 | $5.78M | 0.07% | +3,677+4.4% | Added |
| AlphaCrest Capital Management LLC | 86,294 | $5.77M | 0.25% | −22,071−20.4% | Reduced |
| Sheets Smith Wealth Management | 86,033 | $5.75M | 0.77% | +490+0.6% | Added |
| IFP Advisors, Inc | 85,643 | $5.71M | 0.12% | +1,035+1.2% | Added |
| Evercore Wealth Management, LLC | 85,295 | $5.70M | 0.10% | −3,303−3.7% | Reduced |
| Sigma Planning Corp | 85,169 | $5.69M | 0.17% | −721−0.8% | Reduced |
| Sivik Global Healthcare LLC | 85,000 | $5.68M | 1.91% | +85,000 | New |
| North Star Investment Management Corp. | 84,707 | $5.66M | 0.45% | −101−0.1% | Reduced |
| Gamble Jones Investment Counsel | 84,345 | $5.64M | 0.37% | +50+0.1% | Added |
| Sowell Financial Services LLC | 83,611 | $5.59M | 0.37% | −9,090−9.8% | Reduced |
| Weiss Asset Management LP | 83,608 | $5.59M | 0.16% | +83,608 | New |
| Regentatlantic Capital LLC | 83,204 | $5.56M | 0.17% | +4,889+6.2% | Added |
| Riggs Asset Managment Co. Inc. | 83,152 | $5.56M | 1.55% | +7,885+10.5% | Added |
| SG Americas Securities, LLC | 83,130 | $5.55M | 0.03% | −38,198−31.5% | Reduced |
| Versant Capital Management, Inc | 83,081 | $5.55M | 2.05% | −50.0% | Reduced |
| Advisory Services Network, LLC | 83,050 | $5.55M | 0.18% | +2,714+3.4% | Added |
| Eidelman Virant Capital | 82,735 | $5.54M | 2.15% | −12,195−12.8% | Reduced |
| Highland Capital Management, LLC | 82,836 | $5.54M | 0.33% | −42,480−33.9% | Reduced |
| Brookstone Capital Management | 82,037 | $5.53M | 0.10% | +18,005+28.1% | Added |
| Lee Danner & Bass Inc | 82,745 | $5.53M | 0.50% | −1,472−1.7% | Reduced |
| Canandaigua National Corp | 82,728 | $5.53M | 0.90% | −328−0.4% | Reduced |
| Mairs & Power Inc | 82,635 | $5.52M | 0.05% | −14,717−15.1% | Reduced |
| Symons Capital Management Inc | 82,465 | $5.51M | 3.14% | −3,777−4.4% | Reduced |
| Wesleyan Assurance Society | 82,443 | $5.51M | 0.69% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 82,271 | $5.50M | 1.97% | +3,695+4.7% | Added |
| People's United Financial, Inc. | 82,105 | $5.49M | 0.12% | +4,903+6.4% | Added |
| DSC Advisors, L.P. | 81,726 | $5.46M | 5.27% | +14,483+21.5% | Added |
| Venture Visionary Partners LLC | 81,433 | $5.44M | 0.44% | −1,082−1.3% | Reduced |
| Advisor Partners LLC | 81,232 | $5.43M | 0.36% | −1,081−1.3% | Reduced |
| Tdam USA Inc. | 79,168 | $5.37M | 0.33% | +330.0% | Added |
| American National Insurance Co | 80,243 | $5.36M | 0.20% | −115−0.1% | Reduced |
| Bridgewater Associates, LP | 80,217 | $5.36M | 0.03% | +74,848+1,394.1% | Added |
| FAI Wealth Management | 80,194 | $5.36M | 4.58% | −1,918−2.3% | Reduced |
| Cary Street Partners Asset Management LLC | 80,030 | $5.35M | 1.28% | −89,132−52.7% | Reduced |
| Aviance Capital Partners, LLC | 79,642 | $5.32M | 0.93% | +7,457+10.3% | Added |
| Burns J W & Co Inc | 79,531 | $5.31M | 0.84% | −3,496−4.2% | Reduced |
| NorthCoast Asset Management LLC | 79,466 | $5.31M | 0.19% | +28,230+55.1% | Added |
| Schonfeld Strategic Advisors LLC | 79,438 | $5.31M | 0.06% | −90,502−53.3% | Reduced |
| Segall Bryant & Hamill, LLC | 79,339 | $5.30M | 0.05% | +1,210+1.5% | Added |
| Argyle Capital Management Inc. | 78,924 | $5.27M | 1.70% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 78,607 | $5.25M | 0.97% | −121−0.2% | Reduced |
| Pensionfund DSM Netherlands | 78,000 | $5.21M | 0.67% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 77,405 | $5.17M | 0.47% | −1,491−1.9% | Reduced |
| Principal Street Partners, LLC | 77,389 | $5.17M | 1.36% | −117,340−60.3% | Reduced |
| Exchange Capital Management, Inc. | 77,051 | $5.15M | 0.99% | +102+0.1% | Added |
| Usca Ria LLC | 76,998 | $5.14M | 0.31% | −15,719−17.0% | Reduced |
| Equitable Holdings, Inc. | 76,841 | $5.13M | 0.09% | −7,591−9.0% | Reduced |
| Optimal Asset Management, Inc. | 76,626 | $5.12M | 0.61% | 00.0% | Unchanged |
| Edgewood Management LLC | 76,599 | $5.12M | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 76,500 | $5.11M | 0.78% | +2,928+4.0% | Added |
| Marathon Capital Management | 76,219 | $5.09M | 1.18% | −811−1.1% | Reduced |
| Simmons Bank | 75,635 | $5.05M | 0.37% | −5,271−6.5% | Reduced |
| Hennessy Advisors Inc | 75,500 | $5.04M | 0.28% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75,295 | $5.03M | 0.55% | +355+0.5% | Added |
| Baldwin Investment Management, LLC | 75,071 | $5.02M | 0.85% | +2,848+3.9% | Added |
| Meridian Management Co | 75,047 | $5.01M | 1.48% | +60,160+404.1% | Added |
| Oakwood Capital Management LLC | 74,893 | $5.00M | 1.29% | −220−0.3% | Reduced |
| Clear Street Markets LLC | 74,236 | $4.96M | 1.06% | +4,736+6.8% | Added |
| Ameritas Investment Partners, Inc. | 74,139 | $4.95M | 0.18% | −1,128−1.5% | Reduced |
| Pettee Investors, Inc. | 74,007 | $4.95M | 2.32% | +900+1.2% | Added |
| Hohimer Wealth Management, LLC | 73,925 | $4.94M | 1.01% | +15,533+26.6% | Added |
| Ferguson Wellman Capital Management, Inc | 73,845 | $4.93M | 0.16% | −595−0.8% | Reduced |
| Brinker Capital Investments, LLC | 73,724 | $4.93M | 0.07% | +14,343+24.2% | Added |
| Quilter Plc | 72,955 | $4.87M | 0.14% | −3,113−4.1% | Reduced |
| Parsec Financial Management, Inc. | 72,821 | $4.87M | 0.23% | +24,989+52.2% | Added |
| Lipe & Dalton | 71,802 | $4.80M | 2.49% | +512+0.7% | Added |
| Vident Investment Advisory, LLC | 71,523 | $4.78M | 0.15% | +3,122+4.6% | Added |
| Clearstead Advisors, LLC | 71,350 | $4.77M | 0.37% | +7,126+11.1% | Added |
| Carret Asset Management, LLC | 71,347 | $4.77M | 0.56% | +698+1.0% | Added |
| Clark Estates Inc | 71,200 | $4.76M | 0.62% | +6,400+9.9% | Added |
| Sigma Investment Counselors Inc | 70,658 | $4.72M | 0.35% | −1,269−1.8% | Reduced |
| Beacon Financial Group | 22,583 | $4.70M | 0.67% | −46,779−67.4% | Reduced |
| Ropes Wealth Advisors LLC | 69,932 | $4.67M | 0.74% | +2,809+4.2% | Added |
| Anderson Hoagland & Co | 69,926 | $4.67M | 0.59% | +4,006+6.1% | Added |
| Cigna Investments Inc | 69,805 | $4.67M | 0.33% | −11,020−13.6% | Reduced |
| Wright Investors Service Inc | 69,249 | $4.63M | 1.26% | −18,846−21.4% | Reduced |
| AdvisorNet Financial, Inc | 69,152 | $4.62M | 0.31% | +1,466+2.2% | Added |
| Calamos Wealth Management LLC | 68,812 | $4.60M | 0.36% | −1,576−2.2% | Reduced |
| New England Asset Management Inc | 68,450 | $4.57M | 0.08% | +2,450+3.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 68,352 | $4.57M | 1.64% | +5,446+8.7% | Added |
| Sargent Bickham Lagudis LLC | 68,336 | $4.57M | 0.37% | +2,140+3.2% | Added |
| Kestra Private Wealth Services, LLC | 68,315 | $4.57M | 0.28% | +1,327+2.0% | Added |
| Advisors Asset Management, Inc. | 67,846 | $4.53M | 0.07% | +12,580+22.8% | Added |
| Banque Cantonale Vaudoise | 67,358 | $4.50M | 0.20% | −1,113−1.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 67,256 | $4.49M | 0.43% | −2,811−4.0% | Reduced |
| Corient Capital Partners, LLC | 66,966 | $4.47M | 0.33% | −309−0.5% | Reduced |
| Eqis Capital Management, Inc. | 66,957 | $4.47M | 0.33% | −1,159−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 66,630 | $4.45M | 0.55% | −8,784−11.6% | Reduced |
| Bard Financial Services, Inc. | 66,350 | $4.43M | 0.39% | −250−0.4% | Reduced |
| Surevest, LLC | 66,335 | $4.43M | 1.16% | −2,835−4.1% | Reduced |
| Delta Asset Management LLC | 66,165 | $4.42M | 0.42% | +582+0.9% | Added |
| First Interstate Bank | 65,988 | $4.41M | 0.46% | +65,988 | New |
| Princeton Capital Management LLC | 65,605 | $4.38M | 1.36% | +332+0.5% | Added |
| Avitas Wealth Management LLC | 65,542 | $4.38M | 0.78% | +2,730+4.3% | Added |
| Bradley Foster & Sargent Inc | 65,522 | $4.38M | 0.10% | −4,288−6.1% | Reduced |
| Iowa State Bank | 65,330 | $4.37M | 1.22% | −460−0.7% | Reduced |
| CMH Wealth Management LLC | 65,198 | $4.36M | 1.46% | −26,736−29.1% | Reduced |
| Am Investment Strategies LLC | 64,913 | $4.34M | 1.12% | −46−0.1% | Reduced |
| Royal Fund Management, LLC | 64,877 | $4.33M | 0.72% | +1,873+3.0% | Added |
| Investment House LLC | 64,733 | $4.33M | 0.30% | +5,195+8.7% | Added |