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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beck Mack & Oliver LLC | 14,305 | $846.0K | 0.02% | −251−1.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 14,294 | $846.0K | 0.40% | +16+0.1% | Added |
| Cohen Capital Management, Inc. | 14,350 | $849.0K | 0.15% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 14,390 | $851.0K | 0.16% | −17−0.1% | Reduced |
| Crawford Investment Counsel Inc | 14,409 | $853.0K | 0.02% | +143+1.0% | Added |
| InTrack Investment Management Inc | 14,539 | $853.0K | 0.62% | +10,319+244.5% | Added |
| Cornerstone Capital, Inc. | 14,440 | $854.0K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 14,425 | $854.0K | 0.12% | +588+4.2% | Added |
| Arvest Bank Trust Division | 14,440 | $854.0K | 0.05% | +4,169+40.6% | Added |
| One Capital Management, LLC | 14,466 | $855.0K | 0.07% | +518+3.7% | Added |
| Mirova | 14,477 | $856.0K | 0.11% | +1,327+10.1% | Added |
| Capital One Financial Corp | 14,485 | $857.0K | 0.11% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 14,512 | $859.0K | 0.59% | −2,600−15.2% | Reduced |
| Claro Advisors LLC | 14,521 | $859.0K | 0.36% | −1,602−9.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,521 | $859.0K | 0.29% | +945+7.0% | Added |
| Arete Wealth Advisors, LLC | 14,510 | $859.0K | 0.09% | +53+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,814 | $877.0K | 0.16% | −5,768−28.0% | Reduced |
| Waddell & Associates, LLC | 14,823 | $877.0K | 0.15% | +78+0.5% | Added |
| Legacy Private Trust Co. | 14,854 | $879.0K | 0.07% | −410−2.7% | Reduced |
| SOL Capital Management CO | 14,888 | $881.0K | 0.18% | −375−2.5% | Reduced |
| Saybrook Capital | 14,954 | $885.0K | 0.24% | −43−0.3% | Reduced |
| Trustcore Financial Services, LLC | 14,988 | $887.0K | 0.09% | +725+5.1% | Added |
| Lumina Fund Management LLC | 15,000 | $888.0K | 0.41% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 15,043 | $893.0K | 0.23% | −484−3.1% | Reduced |
| Personal Capital Advisors Corp | 15,155 | $897.0K | 0.00% | −116,142−88.5% | Reduced |
| Ridgewood Investments LLC | 15,222 | $901.0K | 0.61% | −1,500−9.0% | Reduced |
| Whalerock Point Partners, LLC | 15,344 | $908.0K | 0.35% | −73−0.5% | Reduced |
| Bender Robert & Associates | 15,425 | $913.0K | 0.26% | +66+0.4% | Added |
| Sawtooth Solutions, LLC | 15,493 | $916.0K | 0.14% | +3,281+26.9% | Added |
| Merit Financial Group, LLC | 15,510 | $918.0K | 0.10% | +88+0.6% | Added |
| Avidian Wealth Solutions, LLC | 15,537 | $919.0K | 0.07% | +5,445+54.0% | Added |
| Kercheville Advisors, LLC | 15,651 | $926.0K | 0.44% | −7,806−33.3% | Reduced |
| Wellington Shields Capital Management, LLC | 15,660 | $927.0K | 0.13% | −19,298−55.2% | Reduced |
| River & Mercantile Asset Management LLP | 15,690 | $928.0K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 15,691 | $928.4K | 0.09% | −384−2.4% | Reduced |
| Community Capital Management, Inc. | 15,700 | $929.0K | 0.96% | 00.0% | Unchanged |
| Krilogy Financial LLC | 15,697 | $929.0K | 0.09% | +7,438+90.1% | Added |
| NuWave Investment Management, LLC | 15,914 | $942.0K | 1.08% | +15,914 | New |
| Cornerstone Wealth Management, LLC | 15,953 | $944.0K | 0.10% | +98+0.6% | Added |
| Covenant Multifamily Offices, LLC | 16,003 | $947.0K | 0.17% | +1,162+7.8% | Added |
| First Financial Bank - Trust Division | 16,033 | $948.0K | 0.10% | −16−0.1% | Reduced |
| Independence Bank of Kentucky | 16,014 | $948.0K | 0.41% | +115+0.7% | Added |
| HighTower Trust Services, LTA | 16,047 | $950.0K | 0.12% | +161+1.0% | Added |
| Dorchester Wealth Management Co | 16,069 | $951.0K | 0.23% | −1,199−6.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,078 | $951.0K | 0.13% | +2,080+14.9% | Added |
| PSI Advisors, LLC | 16,105 | $953.0K | 0.44% | −253−1.5% | Reduced |
| Diversified Trust Co | 16,117 | $954.0K | 0.03% | +621+4.0% | Added |
| Farmers National Bank | 15,407 | $955.7K | 0.38% | −936−5.7% | Reduced |
| Spirit of America Management Corp | 16,250 | $962.0K | 0.21% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 16,320 | $966.0K | 0.60% | +350+2.2% | Added |
| Coldstream Capital Management Inc | 16,076 | $969.0K | 0.05% | +2,469+18.1% | Added |
| Cowa, LLC | 16,403 | $971.0K | 0.56% | −7,121−30.3% | Reduced |
| Eudaimonia Partners, LLC | 16,435 | $972.0K | 0.18% | −1,949−10.6% | Reduced |
| Chesapeake Wealth Management | 16,450 | $973.0K | 0.35% | −3,249−16.5% | Reduced |
| Perkins Capital Management Inc | 16,450 | $973.0K | 0.60% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,669 | $974.0K | 0.12% | −1,242−6.9% | Reduced |
| FinTrust Capital Advisors, LLC | 16,500 | $976.0K | 0.26% | −28,663−63.5% | Reduced |
| Massmutual Trust Co FSB | 16,582 | $981.0K | 0.04% | +1,401+9.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 16,600 | $982.0K | 0.52% | −1,800−9.8% | Reduced |
| Good Life Advisors, LLC | 16,621 | $983.0K | 0.13% | +40+0.2% | Added |
| Everett Harris & Co | 16,620 | $983.0K | 0.02% | +450+2.8% | Added |
| Prospera Financial Services Inc | 16,617 | $984.0K | 0.05% | −7,048−29.8% | Reduced |
| Berkeley, Inc | 16,656 | $985.5K | 0.73% | +1,114+7.2% | Added |
| Park Avenue Securities LLC | 16,693 | $988.0K | 0.02% | −6,468−27.9% | Reduced |
| Altium Wealth Management LLC | 16,773 | $992.0K | 0.07% | −15−0.1% | Reduced |
| Fruth Investment Management | 16,784 | $993.0K | 0.31% | −70.0% | Reduced |
| Carroll Financial Associates, Inc. | 16,828 | $995.0K | 0.06% | −1,230−6.8% | Reduced |
| Physicians Financial Services, Inc. | 16,854 | $997.0K | 0.40% | 00.0% | Unchanged |
| Papp L Roy & Associates | 16,872 | $998.0K | 0.13% | −200−1.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 16,888 | $999.0K | 0.23% | −936−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 16,889 | $999.0K | 0.08% | −675−3.8% | Reduced |
| 1832 Asset Management L.P. | 16,432 | $1.00M | 0.00% | +16,062+4,341.1% | Added |
| IHT Wealth Management, LLC | 16,949 | $1.00M | 0.08% | −7,319−30.2% | Reduced |
| Hotaling Investment Management, LLC | 16,964 | $1.00M | 0.42% | −147−0.9% | Reduced |
| Two Sigma Securities, LLC | 16,976 | $1.00M | 0.21% | +1,566+10.2% | Added |
| Van Cleef Asset Management,Inc | 16,978 | $1.00M | 0.15% | −639−3.6% | Reduced |
| D.B. Root & Company, LLC | 16,999 | $1.00M | 0.39% | +224+1.3% | Added |
| DT Investment Partners, LLC | 17,008 | $1.01M | 0.14% | +3,083+22.1% | Added |
| Ameritas Investment Company, LLC | 17,052 | $1.01M | 0.05% | +12,658+288.1% | Added |
| GQG Partners LLC | 17,071 | $1.01M | 0.00% | −154−0.9% | Reduced |
| Estabrook Capital Management | 17,080 | $1.01M | 0.16% | −800−4.5% | Reduced |
| Bath Savings Trust Co | 17,112 | $1.01M | 0.12% | +223+1.3% | Added |
| Central Bank & Trust Co | 17,170 | $1.02M | 0.17% | −524−3.0% | Reduced |
| Symmetry Partners, LLC | 17,211 | $1.02M | 0.07% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 17,243 | $1.02M | 0.49% | −4,692−21.4% | Reduced |
| Ategra Capital Management, LLC | 17,287 | $1.02M | 0.52% | +10.0% | Added |
| Pictet North America Advisors SA | 17,282 | $1.02M | 0.10% | 00.0% | Unchanged |
| Knuff & Co LLC | 17,285 | $1.02M | 0.38% | +120+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,348 | $1.03M | 0.44% | −230−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 17,335 | $1.03M | 0.24% | +2,668+18.2% | Added |
| First Commonwealth Financial Corp | 17,365 | $1.03M | 0.37% | −148−0.8% | Reduced |
| Accredited Investors Inc. | 17,374 | $1.03M | 0.11% | +41+0.2% | Added |
| Morse Asset Management, Inc | 17,475 | $1.03M | 0.25% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 17,496 | $1.03M | 0.71% | +427+2.5% | Added |
| Bayesian Capital Management, LP | 17,597 | $1.04M | 0.30% | +3,677+26.4% | Added |
| Journey Advisory Group, LLC | 17,646 | $1.04M | 0.34% | +4,019+29.5% | Added |
| WBH Advisory Inc | 17,655 | $1.04M | 0.14% | −268−1.5% | Reduced |
| American Research & Management Co. | 17,720 | $1.05M | 0.24% | −1,275−6.7% | Reduced |
| Human Investing LLC | 17,724 | $1.05M | 0.25% | −99−0.6% | Reduced |
| Midwest Wealth Management Inc. | 17,724 | $1.05M | 0.72% | +996+6.0% | Added |