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 |
|---|---|---|---|---|---|
| Cassia Capital Partners, LLC | 17,724 | $1.05M | 0.72% | +17,724 | New |
| Allworth Financial LP | 17,760 | $1.05M | 0.02% | +8,108+84.0% | Added |
| Hollencrest Capital Management | 17,799 | $1.05M | 0.09% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 17,803 | $1.05M | 0.21% | +877+5.2% | Added |
| Anchor Investment Management, LLC | 17,883 | $1.06M | 0.15% | +1,251+7.5% | Added |
| American National Registered Investment Advisor, Inc. | 17,921 | $1.06M | 0.38% | −32−0.2% | Reduced |
| Jeppson Wealth Management, LLC | 18,015 | $1.06M | 0.56% | +35+0.2% | Added |
| Palisade Asset Management, LLC | 17,995 | $1.06M | 0.13% | +824+4.8% | Added |
| Exane Derivatives | 18,009 | $1.07M | 0.27% | +470+2.7% | Added |
| Fox Run Management, L.L.C. | 18,016 | $1.07M | 0.67% | +14,411+399.8% | Added |
| Aaron Wealth Advisors | 18,038 | $1.07M | 0.30% | −431−2.3% | Reduced |
| Van Strum & Towne Inc. | 18,104 | $1.07M | 0.42% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 18,095 | $1.07M | 0.00% | +2,106+13.2% | Added |
| Ergoteles LLC | 18,116 | $1.07M | 0.04% | −253,920−93.3% | Reduced |
| Allegheny Financial Group LTD | 18,178 | $1.08M | 0.49% | +130+0.7% | Added |
| Boston Trust Walden Corp | 18,252 | $1.08M | 0.01% | +667+3.8% | Added |
| ETF Managers Group, LLC | 17,964 | $1.08M | 0.02% | +2,889+19.2% | Added |
| Wendell David Associates Inc | 18,299 | $1.08M | 0.12% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 18,348 | $1.09M | 0.25% | −340−1.8% | Reduced |
| Adviser Investments LLC | 18,374 | $1.09M | 0.08% | −519−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,425 | $1.09M | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 18,449 | $1.09M | 1.30% | +1,490+8.8% | Added |
| Waldron Private Wealth LLC | 18,471 | $1.09M | 0.06% | −1,210−6.1% | Reduced |
| Smithfield Trust Co | 18,494 | $1.09M | 0.07% | −1,935−9.5% | Reduced |
| Pictet & Cie (Europe) SA | 18,539 | $1.10M | 0.04% | −363−1.9% | Reduced |
| Zuckerman Investment Group, LLC | 18,542 | $1.10M | 0.18% | +42+0.2% | Added |
| Garrison Point Advisors, LLC | 18,536 | $1.10M | 0.80% | +120+0.7% | Added |
| Meristem Family Wealth, LLC | 18,586 | $1.10M | 0.11% | +8,516+84.6% | Added |
| Old North State Trust, LLC | 18,662 | $1.10M | 0.98% | +320+1.7% | Added |
| Humankind Investments LLC | 18,672 | $1.10M | 0.50% | +1,441+8.4% | Added |
| Centiva Capital, LP | 18,696 | $1.11M | 0.09% | +13,571+264.8% | Added |
| Sawgrass Asset Management LLC | 18,742 | $1.11M | 0.11% | −7,029−27.3% | Reduced |
| ZWJ Investment Counsel Inc | 18,736 | $1.11M | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 18,767 | $1.11M | 0.32% | −5,371−22.3% | Reduced |
| Cornerstone Advisory, LLC | 18,808 | $1.11M | 0.18% | +80.0% | Added |
| Parisi Gray Wealth Management | 18,750 | $1.12M | 0.46% | −69−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 18,882 | $1.12M | 0.29% | +3,083+19.5% | Added |
| Brown Advisory Securities, LLC | 18,877 | $1.12M | 0.33% | −9,418−33.3% | Reduced |
| Aull & Monroe Investment Management Corp | 18,927 | $1.12M | 0.55% | 00.0% | Unchanged |
| Gries Financial LLC | 19,005 | $1.13M | 0.35% | −150−0.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 19,029 | $1.13M | 0.42% | +758+4.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,041 | $1.13M | 0.82% | −470−2.4% | Reduced |
| Snowden Capital Advisors LLC | 19,048 | $1.13M | 0.06% | +803+4.4% | Added |
| Coastal Investment Advisors, Inc. | 19,104 | $1.13M | 0.27% | +266+1.4% | Added |
| Moneta Group Investment Advisors LLC | 19,182 | $1.14M | 0.05% | −1,291−6.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 19,216 | $1.14M | 0.12% | +1,026+5.6% | Added |
| Private Wealth Advisors | 20,166 | $1.14M | 0.35% | −79−0.4% | Reduced |
| Grandfield & Dodd, LLC | 19,188 | $1.14M | 0.08% | +174+0.9% | Added |
| Davidson Capital Management Inc. | 19,327 | $1.14M | 0.58% | +699+3.8% | Added |
| YorkBridge Wealth Partners, LLC | 19,348 | $1.15M | 0.29% | −1,286−6.2% | Reduced |
| Atlas Brown,Inc. | 19,343 | $1.15M | 0.50% | +20.0% | Added |
| Hemenway Trust Co LLC | 19,370 | $1.15M | 0.12% | −955−4.7% | Reduced |
| Beaton Management Co. Inc. | 19,388 | $1.15M | 0.76% | +755+4.1% | Added |
| Ontario Teachers Pension Plan Board | 19,395 | $1.15M | 0.00% | +5,584+40.4% | Added |
| Bell Bank | 19,412 | $1.15M | 0.14% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 19,430 | $1.15M | 0.15% | −49−0.3% | Reduced |
| Adalta Capital Management LLC | 19,298 | $1.15M | 0.64% | 00.0% | Unchanged |
| United Bank | 19,565 | $1.16M | 0.73% | −675−3.3% | Reduced |
| Fulton Bank, N.A. | 19,567 | $1.16M | 0.05% | +5,370+37.8% | Added |
| Royal Harbor Partners, LLC | 19,636 | $1.16M | 0.83% | +172+0.9% | Added |
| Checchi Capital Advisers, LLC | 19,680 | $1.16M | 0.14% | +203+1.0% | Added |
| Curbstone Financial Management Corp | 19,684 | $1.17M | 0.22% | −244−1.2% | Reduced |
| StoneX Group Inc. | 19,526 | $1.17M | 0.17% | +1,052+5.7% | Added |
| OmniStar Financial Group, Inc. | 19,716 | $1.17M | 1.38% | +19,716 | New |
| Court Place Advisors, LLC | 19,753 | $1.17M | 0.35% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 19,765 | $1.17M | 0.13% | −5,865−22.9% | Reduced |
| Assetmark, Inc | 19,824 | $1.17M | 0.01% | −1,196−5.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,902 | $1.18M | 0.44% | +1,252+6.7% | Added |
| Keating Investment Counselors Inc | 19,937 | $1.18M | 0.55% | −100−0.5% | Reduced |
| Spotlight Asset Group, Inc. | 19,950 | $1.18M | 0.59% | +50+0.3% | Added |
| Axiom Investment Management LLC | 19,977 | $1.18M | 1.19% | +19,977 | New |
| Camden Capital, LLC | 19,952 | $1.18M | 0.24% | +10,663+114.8% | Added |
| Quadrant Private Wealth Management, LLC | 20,057 | $1.19M | 0.49% | +432+2.2% | Added |
| Roman Butler Fullerton & Co | 20,848 | $1.19M | 0.55% | +3,130+17.7% | Added |
| Capital Asset Advisory Services LLC | 19,939 | $1.19M | 0.13% | +1,387+7.5% | Added |
| Edgemoor Investment Advisors, Inc. | 20,120 | $1.19M | 0.14% | −162,872−89.0% | Reduced |
| Archer Investment Corp | 20,145 | $1.19M | 0.45% | +2,245+12.5% | Added |
| Excalibur Management Corp | 20,227 | $1.20M | 0.52% | +1,270+6.7% | Added |
| Birch Hill Investment Advisors LLC | 20,454 | $1.21M | 0.07% | −1,000−4.7% | Reduced |
| CPWM, LLC | 20,456 | $1.21M | 0.11% | +27+0.1% | Added |
| HCR Wealth Advisors | 20,495 | $1.21M | 0.20% | +37+0.2% | Added |
| Neumann Capital Management, LLC | 20,544 | $1.22M | 0.55% | +1,000+5.1% | Added |
| Mission Wealth Management, LP | 20,627 | $1.22M | 0.06% | −3,436−14.3% | Reduced |
| Asset Dedication, LLC | 20,661 | $1.22M | 0.16% | +359+1.8% | Added |
| Delphi Management Inc | 20,733 | $1.23M | 1.26% | +611+3.0% | Added |
| Hengehold Capital Management LLC | 20,764 | $1.23M | 0.16% | +119+0.6% | Added |
| Highlander Capital Management, LLC | 20,824 | $1.23M | 0.62% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 20,867 | $1.24M | 0.02% | −778−3.6% | Reduced |
| Savant Capital, LLC | 20,982 | $1.24M | 0.05% | +211+1.0% | Added |
| Newman Dignan & Sheerar, Inc. | 21,073 | $1.25M | 0.42% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 21,094 | $1.25M | 0.63% | −725−3.3% | Reduced |
| Taylor Frigon Capital Management LLC | 21,118 | $1.25M | 0.40% | +723+3.5% | Added |
| Bray Capital Advisors | 21,219 | $1.26M | 0.32% | −1,378−6.1% | Reduced |
| Montecito Bank & Trust | 21,256 | $1.26M | 0.24% | +1,079+5.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,291 | $1.26M | 0.63% | −1,575−6.9% | Reduced |
| KCS Wealth Advisory | 21,297 | $1.26M | 0.60% | +1,880+9.7% | Added |
| Cim Investment Mangement Inc | 21,326 | $1.26M | 0.40% | −115−0.5% | Reduced |
| Nicolet Bankshares Inc | 21,616 | $1.28M | 0.33% | +1,280+6.3% | Added |
| Brighton Jones LLC | 21,702 | $1.28M | 0.07% | +1,327+6.5% | Added |
| Citizens Business Bank | 21,722 | $1.28M | 0.17% | +161+0.7% | Added |