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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 21,875 | $1.29M | 0.23% | −71−0.3% | Reduced |
| Bellevue Asset Management, LLC | 21,682 | $1.30M | 0.79% | −54−0.2% | Reduced |
| Trust Asset Management LLC | 21,946 | $1.30M | 0.18% | +1,434+7.0% | Added |
| Level Four Advisory Services, LLC | 21,978 | $1.30M | 0.14% | −13,900−38.7% | Reduced |
| Aurora Private Wealth, Inc. | 22,110 | $1.31M | 0.53% | −1,497−6.3% | Reduced |
| Centaurus Financial, Inc. | 22,126 | $1.31M | 0.11% | +990+4.7% | Added |
| Greytown Advisors Inc. | 22,021 | $1.31M | 0.58% | −1,018−4.4% | Reduced |
| Wealthspire Advisors, LLC | 22,206 | $1.31M | 0.03% | +16,152+266.8% | Added |
| Legacy Bridge, LLC | 22,263 | $1.32M | 0.76% | −1,225−5.2% | Reduced |
| Fma Advisory Inc | 22,326 | $1.32M | 0.49% | −607−2.6% | Reduced |
| Campbell Wealth Management | 22,346 | $1.32M | 0.18% | 00.0% | Unchanged |
| White Pine Capital LLC | 22,362 | $1.32M | 0.41% | 00.0% | Unchanged |
| Intrust Bank NA | 22,405 | $1.33M | 0.18% | −1,464−6.1% | Reduced |
| Notis-McConarty Edward | 22,400 | $1.33M | 0.49% | +550+2.5% | Added |
| FDx Advisors, Inc. | 22,554 | $1.33M | 0.04% | −7,757−25.6% | Reduced |
| Personal Cfo Solutions, LLC | 22,561 | $1.33M | 0.27% | +5,220+30.1% | Added |
| FNY Investment Advisers, LLC | 22,570 | $1.33M | 0.62% | +22,570 | New |
| Pitcairn Co | 22,609 | $1.34M | 0.09% | −3,237−12.5% | Reduced |
| Dividend Assets Capital, LLC | 22,678 | $1.34M | 0.27% | −570−2.5% | Reduced |
| Minot Wealth Management LLC | 22,717 | $1.34M | 0.29% | +299+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 22,806 | $1.35M | 0.44% | +2,051+9.9% | Added |
| St Germain D J Co Inc | 22,817 | $1.35M | 0.08% | +112+0.5% | Added |
| Leisure Capital Management | 22,818 | $1.35M | 0.73% | +176+0.8% | Added |
| Trust Co | 22,857 | $1.35M | 0.35% | +5,821+34.2% | Added |
| Independent Financial Group, LLC | 22,878 | $1.35M | 0.14% | +806+3.7% | Added |
| Chesley Taft & Associates LLC | 22,941 | $1.36M | 0.08% | +75+0.3% | Added |
| Cobblestone Capital Advisors LLC | 22,943 | $1.36M | 0.09% | −701−3.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,968 | $1.36M | 0.23% | −785−3.3% | Reduced |
| Harbour Investment Management LLC | 22,990 | $1.36M | 0.69% | +22,990 | New |
| 180 Wealth Advisors, LLC | 23,373 | $1.36M | 0.30% | +556+2.4% | Added |
| Quantbot Technologies LP | 23,099 | $1.37M | 0.10% | +23,099 | New |
| TD Private Client Wealth LLC | 23,137 | $1.37M | 0.06% | +10,187+78.7% | Added |
| Clarius Group, LLC | 23,243 | $1.38M | 0.12% | −170−0.7% | Reduced |
| Formidable Asset Management, LLC | 23,230 | $1.38M | 0.26% | +12,383+114.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 23,250 | $1.38M | 0.16% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 23,276 | $1.38M | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 23,297 | $1.38M | 0.08% | −3,585−13.3% | Reduced |
| Fairfield, Bush & Co. | 23,275 | $1.38M | 0.45% | +1,240+5.6% | Added |
| J. W. Coons Advisors, LLC | 23,270 | $1.38M | 0.47% | −101−0.4% | Reduced |
| Essex Savings Bank | 20,714 | $1.39M | 0.50% | +689+3.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,434 | $1.39M | 0.08% | +8,365+55.5% | Added |
| King Luther Capital Management Corp | 23,474 | $1.39M | 0.01% | −4,600−16.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 23,517 | $1.39M | 0.10% | +168+0.7% | Added |
| Fort, L.P. | 23,541 | $1.39M | 0.46% | −2,189−8.5% | Reduced |
| Pflug Koory, LLC | 23,536 | $1.39M | 0.76% | −858−3.5% | Reduced |
| Wealthsource Partners, LLC | 23,565 | $1.39M | 0.12% | −745−3.1% | Reduced |
| Bridges Investment Management Inc | 23,554 | $1.39M | 0.04% | −198−0.8% | Reduced |
| Duff & Phelps Investment Management Co | 23,691 | $1.40M | 0.02% | −599−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 23,692 | $1.40M | 0.36% | −380−1.6% | Reduced |
| Foster & Motley Inc | 23,691 | $1.40M | 0.12% | +3,107+15.1% | Added |
| Alhambra Investment Partners LLC | 23,723 | $1.40M | 1.07% | +1,194+5.3% | Added |
| Sciencast Management LP | 24,783 | $1.41M | 0.40% | +24,783 | New |
| Lombard Odier Asset Management (Switzerland) SA | 25,415 | $1.41M | 0.09% | −393−1.5% | Reduced |
| Buckley Wealth Management, LLC | 23,843 | $1.41M | 0.46% | 00.0% | Unchanged |
| Main Street Research LLC | 23,889 | $1.41M | 0.12% | −280−1.2% | Reduced |
| Longfellow Investment Management Co LLC | 23,873 | $1.41M | 0.23% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 23,895 | $1.41M | 0.92% | +1,000+4.4% | Added |
| Sky Investment Group LLC | 23,921 | $1.42M | 0.31% | −37−0.2% | Reduced |
| Fulcrum Asset Management LLP | – | $1.42M | 0.70% | – | – |
| Poplar Forest Capital LLC | 23,989 | $1.42M | 0.15% | 00.0% | Unchanged |
| Citizens & Northern Corp | 23,991 | $1.42M | 0.54% | −490−2.0% | Reduced |
| Mastrapasqua Asset Management Inc | 24,009 | $1.42M | 0.16% | −2,620−9.8% | Reduced |
| Assenagon Asset Management S.A. | 24,028 | $1.42M | 0.01% | +18,107+305.8% | Added |
| Castellan Group, LLC | 24,050 | $1.42M | 0.73% | −3,150−11.6% | Reduced |
| Schulhoff & Co Inc | 24,171 | $1.43M | 0.64% | −150−0.6% | Reduced |
| Oarsman Capital, Inc. | 24,333 | $1.44M | 0.58% | −973−3.8% | Reduced |
| True North Advisors, LLC | 24,374 | $1.44M | 0.28% | +4,278+21.3% | Added |
| swisspartners Ltd. | 24,500 | $1.45M | 1.12% | −6,000−19.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,513 | $1.45M | 0.17% | +15,919+185.2% | Added |
| BBVA USA | 24,613 | $1.46M | 0.09% | −6,565−21.1% | Reduced |
| First Command Bank | 24,615 | $1.46M | 0.25% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 24,615 | $1.46M | 0.25% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 24,677 | $1.46M | 0.14% | −1,912−7.2% | Reduced |
| TrimTabs Asset Management, LLC | 24,273 | $1.46M | 0.71% | 00.0% | Unchanged |
| Washington Trust Co | 24,802 | $1.47M | 0.04% | −1,936−7.2% | Reduced |
| Bowling Portfolio Management LLC | 24,818 | $1.47M | 0.33% | −348−1.4% | Reduced |
| Sterling Investment Management, Inc. | 24,875 | $1.47M | 0.94% | +1,051+4.4% | Added |
| Arden Trust Co | 24,910 | $1.47M | 0.25% | −3,050−10.9% | Reduced |
| Schmidt P J Investment Management Inc | 25,315 | $1.47M | 0.29% | −1,875−6.9% | Reduced |
| Eads & Heald Wealth Management | 24,980 | $1.48M | 0.71% | +885+3.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.48M | 0.49% | −12,000−32.4% | Reduced |
| Kamunting Street Capital Management, L.P. | 25,000 | $1.48M | 0.81% | +25,000 | New |
| Chatham Capital Group, Inc. | 25,165 | $1.49M | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 25,206 | $1.49M | 0.35% | −354−1.4% | Reduced |
| Ethic Inc. | 25,249 | $1.49M | 0.15% | +5,744+29.4% | Added |
| Bank of Hawaii | 25,300 | $1.50M | 0.08% | −465−1.8% | Reduced |
| First Heartland Consultants, Inc. | 25,317 | $1.50M | 0.23% | +179+0.7% | Added |
| Strategic Wealth Partners, Ltd. | 25,317 | $1.50M | 0.44% | +5,609+28.5% | Added |
| First Quadrant L P | 25,333 | $1.50M | 0.17% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 25,334 | $1.50M | 0.13% | +2,018+8.7% | Added |
| Green Square Capital Advisors LLC | 25,352 | $1.50M | 0.34% | +1,088+4.5% | Added |
| ARS Investment Partners, LLC | 25,361 | $1.50M | 0.15% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 25,379 | $1.50M | 0.45% | +60+0.2% | Added |
| Monarch Capital Management Inc | 25,448 | $1.51M | 0.42% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 25,537 | $1.51M | 0.14% | +1,352+5.6% | Added |
| Montag A & Associates Inc | 25,622 | $1.52M | 0.08% | −160−0.6% | Reduced |
| AlphaMark Advisors, LLC | 25,646 | $1.52M | 0.55% | +245+1.0% | Added |
| Cypress Capital, LLC | 25,650 | $1.52M | 0.19% | +2,264+9.7% | Added |
| First United Bank Trust | 25,737 | $1.52M | 0.62% | +565+2.2% | Added |
| Janney Capital Management LLC | 25,798 | $1.53M | 0.10% | −1,197−4.4% | Reduced |