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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, Q3 2021

Institutional positions in Bristol Myers Squibb Co as of Sep 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
2,299
−45 vs. Q2 2021
Shares held
1.63B
+1.16M (+0.1%) vs. Q2 2021
Total value
$96.6B
−$12.2B (−11.3%) vs. Q2 2021
New holders
107
978 more added
Sold out
152
880 more reduced

35 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 2,299 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ3 2021: $96.6B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2021.

Institutions holding BMY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cordant, Inc.24$1.00K0.00%−151−86.3%Reduced
Transamerica Financial Advisors, Inc.11$1.00K0.03%−4−26.7%Reduced
WestEnd Advisors, LLC–$1.00K0.00%––
Tucker Asset Management LLC18$1.05K0.00%00.0%Unchanged
Copeland Capital Management, LLC38$2.00K0.00%00.0%Unchanged
Globeflex Capital L P33$2.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC26$2.00K0.00%00.0%Unchanged
Certified Advisory Corp37$2.00K0.00%+37New
Advanced Research Investment Solutions, LLC46$2.74K0.00%00.0%Unchanged
Tfo-TDC, LLC50$3.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.45$3.00K0.00%00.0%Unchanged
Alaethes Wealth LLC48$3.00K0.00%00.0%Unchanged
Country Trust Bank68$4.00K0.00%00.0%Unchanged
Westchester Capital Management, Inc.75$4.00K0.00%00.0%Unchanged
NewSquare Capital LLC85$5.00K0.00%−9,398−99.1%Reduced
Mizuho Securities Co. Ltd.99$6.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC100$6.00K0.00%00.0%Unchanged
Spectrum Management Group, LLC101$6.00K0.00%+101New
Ibex Wealth Advisors96$6.00K0.00%+96New
Kozak & Associates, Inc.103$6.00K0.00%+103New
Delos Wealth Advisors, LLC100$6.00K0.01%+100New
Financial Avengers, Inc.116$7.00K0.00%+1+0.9%Added
Lowe Wealth Advisors, LLC140$8.00K0.00%00.0%Unchanged
Better Money Decisions, LLC150$9.00K0.01%−141−48.5%Reduced
Cedar Mountain Advisors, LLC158$9.00K0.00%00.0%Unchanged
Wealthstreet Investment Advisors, LLC150$9.00K0.25%00.0%Unchanged
Retirement Group, LLC145$9.00K0.00%00.0%Unchanged
Kelly Financial Services LLC156$9.22K0.01%−14,828−99.0%Reduced
Ogorek Anthony Joseph183$10.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC176$10.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC167$10.0K0.01%+2+1.2%Added
Ten Capital Wealth Advisors, LLC170$10.0K0.00%00.0%Unchanged
Red Tortoise LLC163$12.0K0.01%+163New
Aspire Private Capital, LLC230$14.0K0.00%−8,077−97.2%Reduced
Perkins Coie Trust Co243$14.0K0.00%−40−14.1%Reduced
Roble, Belko & Company, Inc260$15.0K0.00%−1−0.4%Reduced
McClarren Financial Advisors, Inc.279$16.0K0.01%−194−41.0%Reduced
Global Wealth Management Investment Advisory, Inc.277$16.0K0.01%00.0%Unchanged
Halpern Financial, Inc.300$17.8K0.01%−321−51.7%Reduced
Advocacy Wealth Management Services, LLC299$18.0K0.00%−900−75.1%Reduced
Joseph P. Lucia & Associates, LLC301$18.0K0.01%+1+0.3%Added
Disciplined Investments, LLC323$19.0K0.01%+100+44.8%Added
IAG Wealth Partners, LLC335$20.0K0.01%00.0%Unchanged
Filbrandt Wealth Management, LLC341$20.0K0.01%+13+4.0%Added
Core Alternative Capital349$21.0K0.00%+349New
Centerpoint Advisors, LLC375$22.0K0.01%00.0%Unchanged
Sawyer & Company, Inc400$24.0K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC427$25.0K0.00%00.0%Unchanged
PrairieView Partners, LLC450$27.0K0.00%00.0%Unchanged
Orion Capital Management LLC450$27.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC453$27.0K0.02%+453New
Baillie Gifford & Co474$28.0K0.00%−88−15.7%Reduced
HighMark Wealth Management LLC491$29.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc494$29.0K0.01%+494New
American State Bank (Iowa)500$29.6K0.02%00.0%Unchanged
Lumature Wealth Partners, LLC515$30.0K0.01%−150−22.6%Reduced
Column Capital Advisors, LLC503$30.0K0.01%−21−4.0%Reduced
Winch Advisory Services, LLC508$30.0K0.01%+1+0.2%Added
Stonebridge Financial Planning Group, LLC500$30.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC515$30.0K0.02%+16+3.2%Added
Acima Private Wealth, LLC500$30.0K0.01%00.0%Unchanged
Penserra Capital Management LLC522$30.0K0.00%+117+28.9%Added
Consolidated Planning Corp580$34.0K0.02%+580New
Resolute Partners Group595$35.0K0.00%00.0%Unchanged
Lee Financial Co585$35.0K0.01%+85+17.0%Added
James Investment Research Inc600$36.0K0.00%00.0%Unchanged
NVWM, LLC619$37.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC633$37.0K0.01%+17+2.8%Added
Macroview Investment Management LLC650$38.0K0.05%00.0%Unchanged
McCarthy Asset Management, Inc.654$39.0K0.03%00.0%Unchanged
Sterling Financial Planning, Inc.679$40.0K0.03%+1+0.1%Added
Regency Capital Management Inc.675$40.0K0.03%00.0%Unchanged
AlphaCentric Advisors LLC710$42.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC719$43.0K0.01%00.0%Unchanged
Cypress Point Wealth Management, LLC735$43.0K0.03%+10+1.4%Added
Hoese & Co LLP771$46.0K0.05%00.0%Unchanged
Altshuler Shaham Ltd765$46.0K0.00%+765New
Meridian Wealth Partners, LLC772$46.0K0.01%+772New
Investors Research Corp787$47.0K0.02%00.0%Unchanged
USA Financial Portformulas Corp832$49.0K0.04%+787+1,748.9%Added
Financial Perspectives, Inc860$50.9K0.03%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC867$51.0K0.04%00.0%Unchanged
Kowal Investment Group, LLC854$51.0K0.02%+854New
Founders Capital Management899$53.0K0.04%+400+80.2%Added
Hoey Investments, Inc900$53.0K0.02%+900New
RWM Asset Management, LLC893$53.0K0.01%+893New
Front Row Advisors LLC911$54.0K0.02%00.0%Unchanged
MayTech Global Investments, LLC916$54.0K0.01%00.0%Unchanged
Laffer Tengler Investments930$55.0K0.02%+930New
Benjamin Edwards Inc980$58.0K0.04%+384+64.4%Added
Strategic Asset Management, LLC1,000$59.0K0.08%+1,000New
West Paces Advisors Inc.1,002$59.3K0.02%+271+37.1%Added
Syverson Strege & Co1,049$62.0K0.05%+7+0.7%Added
Baystate Wealth Management LLC1,059$63.0K0.01%−91−7.9%Reduced
Atlantic Trust, LLC1,060$63.0K0.04%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.1,069$63.0K0.00%+1,069New
Rocky Mountain Advisers, LLC1,075$64.0K0.08%00.0%Unchanged
MD Financial Management Inc.1,095$65.0K0.00%−330−23.2%Reduced
Freedman Financial Associates, Inc.1,102$65.0K0.05%00.0%Unchanged
Kessler Investment Group, LLC1,095$65.0K0.05%+1,095New