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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 25,822 | $1.53M | 0.13% | −4,922−16.0% | Reduced |
| Chilton Capital Management LLC | 25,921 | $1.53M | 0.09% | −9,500−26.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,016 | $1.54M | 0.32% | +378+1.5% | Added |
| Optimum Investment Advisors | 26,055 | $1.54M | 0.65% | −11,723−31.0% | Reduced |
| Comerica Securities,inc. | 25,850 | $1.54M | 0.11% | +1,467+6.0% | Added |
| Bennicas & Associates, Inc. | 26,069 | $1.54M | 0.87% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 26,070 | $1.54M | 0.06% | +22+0.1% | Added |
| Dumont & Blake Investment Advisors LLC | 26,077 | $1.54M | 0.44% | +70+0.3% | Added |
| Deseret Mutual Benefit Administrators | 26,135 | $1.55M | 0.28% | +15,544+146.8% | Added |
| Aries Wealth Management | 26,172 | $1.55M | 0.66% | +1,800+7.4% | Added |
| Providence Wealth Advisors, LLC | 26,130 | $1.55M | 1.08% | −781−2.9% | Reduced |
| Delta Financial Advisors LLC | 26,201 | $1.55M | 0.69% | +161+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 26,207 | $1.55M | 0.14% | +1,170+4.7% | Added |
| Monetary Management Group Inc | 26,192 | $1.55M | 0.43% | +2,250+9.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,286 | $1.55M | 1.04% | −405−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 23,264 | $1.55M | 0.17% | 00.0% | Unchanged |
| Jensen Investment Management Inc | 26,375 | $1.56M | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 26,403 | $1.56M | 0.94% | +2,406+10.0% | Added |
| Hikari Power Ltd | 26,450 | $1.56M | 0.16% | +7,410+38.9% | Added |
| Canton Hathaway, LLC | 26,538 | $1.57M | 0.45% | −4,505−14.5% | Reduced |
| Fiduciary Group LLC | 26,989 | $1.57M | 0.18% | −525−1.9% | Reduced |
| Americana Partners, LLC | 26,625 | $1.57M | 0.38% | +18,838+241.9% | Added |
| Mount Vernon Associates Inc | 26,629 | $1.58M | 1.44% | +200+0.8% | Added |
| Stolper Co | 26,652 | $1.58M | 0.75% | +513+2.0% | Added |
| Hunter Associates Investment Management LLC | 26,707 | $1.58M | 0.51% | −12,000−31.0% | Reduced |
| Platform Technology Partners | 26,722 | $1.58M | 0.72% | −1,959−6.8% | Reduced |
| Rathbone Brothers plc | 26,736 | $1.58M | 0.02% | −120−0.4% | Reduced |
| 9258 Wealth Management, LLC | 26,780 | $1.58M | 0.42% | −716−2.6% | Reduced |
| Woodmont Investment Counsel LLC | 26,879 | $1.59M | 0.23% | −469−1.7% | Reduced |
| Hancock Whitney Corp | 26,955 | $1.60M | 0.06% | −1,251−4.4% | Reduced |
| Members Capital Advisors Inc | 27,000 | $1.60M | 0.87% | 00.0% | Unchanged |
| Headinvest, LLC | 27,043 | $1.60M | 0.30% | +920+3.5% | Added |
| Herold Advisors, Inc. | 27,073 | $1.60M | 0.62% | +27,073 | New |
| Wade G W & Inc | 27,102 | $1.60M | 0.08% | +167+0.6% | Added |
| CAMG Solamere Management, LLC | 27,165 | $1.61M | 1.32% | +6,363+30.6% | Added |
| Cascade Investment Advisors, Inc. | 27,335 | $1.62M | 1.05% | +505+1.9% | Added |
| De Burlo Group Inc | 27,350 | $1.62M | 0.26% | +100+0.4% | Added |
| NEXT Financial Group, Inc | 27,450 | $1.63M | 0.13% | +2,140+8.5% | Added |
| Pegasus Asset Management, Inc. | 27,499 | $1.63M | 0.75% | +1,566+6.0% | Added |
| Boston Family Office LLC | 27,652 | $1.64M | 0.12% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 27,659 | $1.64M | 0.12% | −17,036−38.1% | Reduced |
| Wintrust Investments LLC | 27,830 | $1.65M | 0.22% | +326+1.2% | Added |
| HealthInvest Partners AB | 28,000 | $1.66M | 2.48% | −119,000−81.0% | Reduced |
| Russell Clark Investment Management Ltd | 28,000 | $1.66M | 1.65% | 00.0% | Unchanged |
| Empirical Finance, LLC | 28,111 | $1.66M | 0.25% | +1,560+5.9% | Added |
| Exencial Wealth Advisors, LLC | 28,149 | $1.67M | 0.07% | +4,242+17.7% | Added |
| Quest Investment Management LLC | 28,175 | $1.67M | 0.15% | 00.0% | Unchanged |
| Coastline Trust Co | 28,255 | $1.67M | 0.21% | −1,480−5.0% | Reduced |
| Telemus Capital, LLC | 28,289 | $1.67M | 0.14% | −7,586−21.1% | Reduced |
| St. Louis Trust Co | 28,402 | $1.68M | 0.44% | −2,497−8.1% | Reduced |
| Focus Financial Network, Inc. | 28,239 | $1.68M | 0.22% | −531−1.8% | Reduced |
| Adirondack Trust Co | 28,869 | $1.69M | 0.80% | +308+1.1% | Added |
| Capital City Trust Co | 28,589 | $1.69M | 0.52% | +877+3.2% | Added |
| Hohimer Wealth Management, LLC | 28,681 | $1.70M | 0.36% | −45,244−61.2% | Reduced |
| Granite Investment Partners, LLC | 28,714 | $1.70M | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 28,770 | $1.70M | 0.56% | −705−2.4% | Reduced |
| Financial Advocates Investment Management | 22,660 | $1.70M | 0.12% | −16,386−42.0% | Reduced |
| Keebeck Wealth Management, LLC | 28,559 | $1.70M | 0.34% | −883−3.0% | Reduced |
| Leavell Investment Management, Inc. | 28,704 | $1.71M | 0.13% | −5,746−16.7% | Reduced |
| Manchester Capital Management LLC | 29,004 | $1.72M | 0.23% | +1,522+5.5% | Added |
| Spinnaker Trust | 29,033 | $1.72M | 0.12% | +392+1.4% | Added |
| Washington Capital Management Inc | 29,075 | $1.72M | 1.52% | +4,325+17.5% | Added |
| 44 Wealth Management LLC | 29,142 | $1.72M | 0.66% | −592−2.0% | Reduced |
| Poehling Capital Management, LLC | 29,263 | $1.73M | 0.58% | +788+2.8% | Added |
| Orleans Capital Management Corp | 29,290 | $1.73M | 1.11% | −165−0.6% | Reduced |
| Pantheon Investment Group, LLC | 29,283 | $1.74M | 1.49% | +398+1.4% | Added |
| PKO Investment Management Joint-Stock Co | 29,401 | $1.74M | 0.21% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 29,420 | $1.74M | 0.30% | −1,068−3.5% | Reduced |
| Beaumont Financial Partners, LLC | 29,433 | $1.74M | 0.13% | −328−1.1% | Reduced |
| Truvestments Capital LLC | 29,480 | $1.74M | 0.96% | +1,901+6.9% | Added |
| Homrich & Berg | 29,667 | $1.75M | 0.04% | −1,494−4.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,879 | $1.77M | 1.16% | +168+0.6% | Added |
| Park National Corp | 29,919 | $1.77M | 0.07% | −1,840−5.8% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.77M | 1.51% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 29,997 | $1.78M | 0.06% | −1,295−4.1% | Reduced |
| Harbor Investment Advisory, LLC | 30,113 | $1.78M | 0.24% | −4,909−14.0% | Reduced |
| Spire Wealth Management | 30,177 | $1.79M | 0.05% | +1,729+6.1% | Added |
| Providence Capital Advisors, LLC | 30,184 | $1.79M | 0.56% | +2,142+7.6% | Added |
| Cito Capital Group, LLC | 30,000 | $1.79M | 0.84% | −3,000−9.1% | Reduced |
| Selective Wealth Management, Inc. | 30,366 | $1.80M | 0.95% | −14,100−31.7% | Reduced |
| Concentric Wealth Management, LLC | 30,379 | $1.80M | 0.55% | +2,258+8.0% | Added |
| Essex LLC | 30,466 | $1.80M | 0.50% | +30,466 | New |
| Zurich Insurance Group Ltd | 30,500 | $1.80M | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 30,570 | $1.81M | 0.93% | −1,049−3.3% | Reduced |
| NTV Asset Management LLC | 30,592 | $1.81M | 0.31% | +500+1.7% | Added |
| WMS Partners, LLC | 30,625 | $1.81M | 0.27% | +1,848+6.4% | Added |
| Altfest L J & Co Inc | 30,638 | $1.81M | 0.38% | −3,329−9.8% | Reduced |
| CAPROCK Group, Inc. | 30,444 | $1.82M | 0.16% | −4,433−12.7% | Reduced |
| Credit Agricole S A | 30,750 | $1.82M | 0.07% | +12,794+71.3% | Added |
| Beacon Investment Advisory Services, Inc. | 30,800 | $1.82M | 0.08% | −3,265−9.6% | Reduced |
| Chicago Trust Co NA | 30,848 | $1.82M | 0.40% | +685+2.3% | Added |
| Silver Lake Advisory, LLC | 30,863 | $1.83M | 0.90% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30,865 | $1.83M | 0.28% | +20.0% | Added |
| Mogy Joel R Investment Counsel Inc | 30,895 | $1.83M | 0.15% | 00.0% | Unchanged |
| Auxier Asset Management | 31,019 | $1.83M | 0.31% | −49−0.2% | Reduced |
| Citizens Financial Group Inc | 31,226 | $1.85M | 0.07% | −1,347−4.1% | Reduced |
| MTM Investment Management, LLC | 31,292 | $1.85M | 1.01% | −2,440−7.2% | Reduced |
| United Bank | 31,394 | $1.86M | 0.25% | +1,231+4.1% | Added |
| J.W. Cole Advisors, Inc. | 31,391 | $1.86M | 0.13% | +4,464+16.6% | Added |
| Capital Markets Trading UK LLP | 30,735 | $1.86M | 1.45% | +30,735 | New |