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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 31,276 | $1.87M | 0.32% | +4,153+15.3% | Added |
| Valeo Financial Advisors, LLC | 50,262 | $1.87M | 0.11% | +5,154+11.4% | Added |
| South Street Advisors LLC | 31,685 | $1.88M | 0.36% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $1.88M | 0.64% | – | – |
| Independent Investors Inc | 31,775 | $1.88M | 0.47% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 31,790 | $1.88M | 0.07% | +1,281+4.2% | Added |
| AdvisorNet Financial, Inc | 31,834 | $1.88M | 0.13% | −37,318−54.0% | Reduced |
| Equitable Trust Co | 31,921 | $1.89M | 0.12% | −1,224−3.7% | Reduced |
| Fred Alger Management, LLC | 31,929 | $1.89M | 0.00% | −252−0.8% | Reduced |
| Pensionfund DSM Netherlands | 32,000 | $1.89M | 0.24% | −46,000−59.0% | Reduced |
| City Holding Co | 32,012 | $1.89M | 0.32% | −10,148−24.1% | Reduced |
| First National Bank & Trust Co of Newtown | 32,033 | $1.90M | 0.39% | −2,270−6.6% | Reduced |
| Malaga Cove Capital, LLC | 32,020 | $1.90M | 0.79% | +1,923+6.4% | Added |
| Wolf Group Capital Advisors | 32,113 | $1.90M | 1.04% | −528−1.6% | Reduced |
| Sippican Capital Advisors | 32,405 | $1.92M | 1.66% | +674+2.1% | Added |
| AMG National Trust Bank | 32,420 | $1.92M | 0.06% | −890−2.7% | Reduced |
| Charter Trust Co | 32,448 | $1.92M | 0.18% | −150.0% | Reduced |
| Enterprise Financial Services Corp | 32,474 | $1.92M | 0.25% | +17,222+112.9% | Added |
| DCF Advisers, LLC | 32,500 | $1.92M | 1.05% | −8,000−19.8% | Reduced |
| Karpas Strategies, LLC | 32,800 | $1.92M | 0.63% | 00.0% | Unchanged |
| Ieq Capital, LLC | 32,615 | $1.93M | 0.05% | −472−1.4% | Reduced |
| Leelyn Smith, LLC | 32,675 | $1.93M | 0.56% | +80.0% | Added |
| TCG Advisory Services, LLC | 32,668 | $1.93M | 0.51% | +1,689+5.5% | Added |
| Intellectus Partners, LLC | 32,526 | $1.94M | 0.47% | −887−2.7% | Reduced |
| Campbell Newman Asset Management Inc | 32,826 | $1.94M | 0.20% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 32,917 | $1.95M | 0.35% | −7,591−18.7% | Reduced |
| Vestcor Inc | 32,925 | $1.95M | 0.07% | −4,664−12.4% | Reduced |
| YHB Investment Advisors, Inc. | 33,036 | $1.96M | 0.17% | −1,966−5.6% | Reduced |
| MidWestOne Financial Group, Inc. | 33,232 | $1.97M | 0.46% | −4,319−11.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 33,332 | $1.97M | 0.75% | +905+2.8% | Added |
| Smith, Moore & Co. | 33,376 | $1.98M | 0.30% | +1,233+3.8% | Added |
| Trust Co of Virginia | 33,420 | $1.98M | 0.22% | +140+0.4% | Added |
| Buckingham Strategic Wealth, LLC | 33,535 | $1.98M | 0.04% | +2,839+9.2% | Added |
| Capula Management Ltd | 33,586 | $1.99M | 0.15% | +16,322+94.5% | Added |
| Corrado Advisors, LLC | 33,609 | $1.99M | 1.23% | +298+0.9% | Added |
| Regal Investment Advisors LLC | 33,622 | $1.99M | 0.19% | +7,668+29.5% | Added |
| Summit Global Investments | 33,626 | $1.99M | 0.15% | −1,189−3.4% | Reduced |
| Cypress Asset Management Inc | 33,740 | $2.00M | 0.52% | −645−1.9% | Reduced |
| RKL Wealth Management LLC | 33,775 | $2.00M | 0.25% | −598−1.7% | Reduced |
| First City Capital Management, Inc. | 33,997 | $2.01M | 1.13% | −33−0.1% | Reduced |
| Arrow Financial Corp | 34,203 | $2.02M | 0.26% | −298−0.9% | Reduced |
| Hanson & Doremus Investment Management | 34,266 | $2.03M | 0.47% | −5,276−13.3% | Reduced |
| Bellwether Advisors, LLC | 34,351 | $2.03M | 0.68% | −1,134−3.2% | Reduced |
| Premier Asset Management LLC | 34,411 | $2.04M | 0.28% | +11,746+51.8% | Added |
| Oxler Private Wealth LLC | 34,432 | $2.04M | 0.90% | −132−0.4% | Reduced |
| Chicago Capital, LLC | 34,493 | $2.04M | 0.08% | −1,000−2.8% | Reduced |
| NFJ Investment Group, LLC | 34,552 | $2.04M | 0.04% | −697−2.0% | Reduced |
| Koshinski Asset Management, Inc. | 34,597 | $2.05M | 0.18% | +15,909+85.1% | Added |
| Stonebridge Capital Management Inc | 34,630 | $2.05M | 0.75% | −400−1.1% | Reduced |
| Stonnington Group, LLC | 35,824 | $2.05M | 0.46% | −3,560−9.0% | Reduced |
| Waters Parkerson & Co., LLC | 34,681 | $2.05M | 0.12% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 34,785 | $2.06M | 1.36% | −83−0.2% | Reduced |
| Clear Street Markets LLC | 34,800 | $2.06M | 0.45% | −39,436−53.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,893 | $2.06M | 0.68% | +6,720+23.9% | Added |
| HBK Sorce Advisory LLC | 34,971 | $2.07M | 0.11% | −1,895−5.1% | Reduced |
| Avantax Planning Partners, Inc. | 35,485 | $2.10M | 0.10% | −7,314−17.1% | Reduced |
| Signaturefd, LLC | 35,691 | $2.11M | 0.07% | −1,502−4.0% | Reduced |
| Avitas Wealth Management LLC | 35,802 | $2.12M | 0.39% | −29,740−45.4% | Reduced |
| Gifford Fong Associates | 35,899 | $2.12M | 0.41% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 35,950 | $2.13M | 0.18% | 00.0% | Unchanged |
| Cutler Group LP | 36,001 | $2.13M | 0.16% | +7,752+27.4% | Added |
| Truehand, Inc | 36,190 | $2.14M | 1.27% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 36,298 | $2.15M | 0.78% | −1,357−3.6% | Reduced |
| Cowen and Company, LLC | 36,313 | $2.15M | 0.10% | +36,313 | New |
| American Portfolios Advisors | 36,327 | $2.15M | 0.08% | +1,693+4.9% | Added |
| Gladstone Institutional Advisory LLC | 36,395 | $2.15M | 0.21% | −986−2.6% | Reduced |
| Morris Capital Advisors, LLC | 36,433 | $2.16M | 1.70% | −1,330−3.5% | Reduced |
| Aureus Asset Management, LLC | 36,506 | $2.16M | 0.14% | 00.0% | Unchanged |
| Choate Investment Advisors | 36,727 | $2.17M | 0.14% | −2,331−6.0% | Reduced |
| World Asset Management Inc | 36,805 | $2.18M | 0.22% | −4,541−11.0% | Reduced |
| Crescent Capital Consulting, LLC | 36,762 | $2.18M | 0.40% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 36,869 | $2.18M | 1.54% | +6,735+22.4% | Added |
| Live Oak Private Wealth LLC | 36,873 | $2.18M | 0.45% | +2,775+8.1% | Added |
| Strong Tower Advisory Services | 38,291 | $2.19M | 1.27% | +38,291 | New |
| Independent Advisor Alliance | 36,997 | $2.19M | 0.12% | +752+2.1% | Added |
| WealthTrust Asset Management, LLC | 37,067 | $2.19M | 1.95% | +163+0.4% | Added |
| Private Portfolio Partners LLC | 37,107 | $2.20M | 0.63% | −800−2.1% | Reduced |
| First Midwest Bank Trust Division | 37,233 | $2.20M | 0.31% | −7,158−16.1% | Reduced |
| Ancora Advisors, LLC | 37,221 | $2.20M | 0.06% | −457−1.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 36,837 | $2.21M | 0.11% | −2,001−5.2% | Reduced |
| Guyasuta Investment Advisors Inc | 37,441 | $2.21M | 0.16% | +14,612+64.0% | Added |
| Apollon Wealth Management, LLC | 37,448 | $2.22M | 0.30% | +28,366+312.3% | Added |
| Stratos Wealth Advisors, LLC | 37,599 | $2.23M | 0.19% | −1,789−4.5% | Reduced |
| Gs Investments, Inc. | 37,657 | $2.23M | 1.17% | +37,657 | New |
| New England Research & Management, Inc. | 37,737 | $2.23M | 1.17% | +4,550+13.7% | Added |
| SWS Partners | 37,872 | $2.24M | 1.39% | +9,182+32.0% | Added |
| Ledyard National Bank | 37,900 | $2.24M | 0.23% | +458+1.2% | Added |
| Mandatum Life Insurance Co Ltd | 37,939 | $2.25M | 0.42% | 00.0% | Unchanged |
| Greenleaf Trust | 37,991 | $2.25M | 0.03% | −1,169−3.0% | Reduced |
| Westover Capital Advisors, LLC | 38,157 | $2.26M | 0.71% | +2,940+8.3% | Added |
| Azzad Asset Management Inc | 38,400 | $2.27M | 0.34% | +8,170+27.0% | Added |
| Logan Capital Management Inc | 38,568 | $2.28M | 0.11% | +30.0% | Added |
| Mirador Capital Partners LP | 38,807 | $2.30M | 0.52% | +744+2.0% | Added |
| Kendall Capital Management | 38,942 | $2.30M | 1.25% | +5,895+17.8% | Added |
| Essex Financial Services, Inc. | 38,956 | $2.31M | 0.26% | +4,634+13.5% | Added |
| Alaska Permanent Fund Corp | 39,000 | $2.31M | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 39,109 | $2.31M | 0.26% | +3,013+8.3% | Added |
| Hills Bank & Trust Co | 39,212 | $2.32M | 0.35% | +659+1.7% | Added |
| Triangle Securities Wealth Management | 39,456 | $2.33M | 0.79% | −196−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 39,581 | $2.34M | 0.78% | −150−0.4% | Reduced |