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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 39,618 | $2.34M | 0.41% | +606+1.6% | Added |
| Silvant Capital Management LLC | 39,436 | $2.35M | 0.42% | −6,826−14.8% | Reduced |
| Stevens Capital Management LP | 39,862 | $2.36M | 0.99% | +39,862 | New |
| Trust Co of Toledo NA | 40,000 | $2.37M | 0.39% | −194−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 40,015 | $2.37M | 0.18% | −1,973−4.7% | Reduced |
| Stokes Family Office, LLC | 40,225 | $2.38M | 0.33% | −551−1.4% | Reduced |
| South State Corp. | 40,355 | $2.39M | 0.20% | −600−1.5% | Reduced |
| Princeton Global Asset Management LLC | 40,481 | $2.40M | 0.73% | +519+1.3% | Added |
| Duncker Streett & Co Inc | 40,509 | $2.40M | 0.45% | −84−0.2% | Reduced |
| Old Second National Bank of Aurora | 40,496 | $2.40M | 0.65% | +580+1.5% | Added |
| Claret Asset Management Corp | 40,679 | $2.41M | 0.41% | +8,178+25.2% | Added |
| Donoghue Forlines LLC | 40,739 | $2.41M | 0.47% | −683−1.6% | Reduced |
| Sanders Morris Harris LLC | 40,864 | $2.42M | 0.44% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 40,985 | $2.42M | 0.07% | −4,399−9.7% | Reduced |
| High Pointe Capital Management LLC | 41,003 | $2.43M | 1.92% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 41,084 | $2.43M | 0.03% | −1,205−2.8% | Reduced |
| Wolverine Trading, LLC | 40,111 | $2.43M | 0.05% | +40,111 | New |
| Guardian Investment Management | 41,450 | $2.45M | 1.81% | −10,996−21.0% | Reduced |
| Edmp, Inc. | 41,200 | $2.46M | 2.60% | +1,422+3.6% | Added |
| Douglass Winthrop Advisors, LLC | 41,701 | $2.47M | 0.06% | +4,333+11.6% | Added |
| Seelaus Asset Management LLC | 41,801 | $2.47M | 1.45% | −385−0.9% | Reduced |
| Barbara Oil Co. | 42,000 | $2.48M | 1.16% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 41,993 | $2.48M | 2.17% | +176+0.4% | Added |
| Massachusetts Financial Services Co | 42,160 | $2.50M | 0.00% | +35,583+541.0% | Added |
| Toroso Investments, LLC | 41,907 | $2.50M | 0.09% | +12,232+41.2% | Added |
| Knott David M | 42,409 | $2.51M | 1.05% | −1,000−2.3% | Reduced |
| Courier Capital LLC | 42,511 | $2.52M | 0.24% | +24+0.1% | Added |
| Lederer & Associates Investment Counsel | 42,552 | $2.52M | 1.63% | +170+0.4% | Added |
| Citizens National Bank Trust Department | 42,716 | $2.53M | 0.72% | +5,551+14.9% | Added |
| Integrated Wealth Concepts LLC | 42,811 | $2.53M | 0.08% | +16,348+61.8% | Added |
| Gilman Hill Asset Management, LLC | 42,874 | $2.54M | 0.65% | +2,540+6.3% | Added |
| McMillion Capital Management Inc | 42,920 | $2.54M | 1.49% | −520−1.2% | Reduced |
| Peoples Financial Services Corp. | 43,129 | $2.55M | 1.08% | −804−1.8% | Reduced |
| Beddow Capital Management Inc | 43,700 | $2.59M | 1.55% | +43,700 | New |
| Cornercap Investment Counsel Inc | 43,880 | $2.60M | 0.30% | −453−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.60M | 0.35% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 43,924 | $2.60M | 0.09% | −1,719−3.8% | Reduced |
| Jackson Square Capital, LLC | 44,115 | $2.61M | 0.85% | −631−1.4% | Reduced |
| Lincoln National Corp | 44,401 | $2.63M | 0.06% | +2,127+5.0% | Added |
| Hilltop Holdings Inc. | 44,430 | $2.63M | 0.29% | +2,537+6.1% | Added |
| Country Club Trust Company, n.a. | 43,554 | $2.64M | 0.23% | +8,049+22.7% | Added |
| Sumitomo Life Insurance Co | 44,636 | $2.64M | 0.07% | −1,886−4.1% | Reduced |
| Alpha Omega Wealth Management LLC | 44,657 | $2.64M | 0.43% | +645+1.5% | Added |
| Naples Global Advisors, LLC | 44,700 | $2.65M | 0.35% | +7,177+19.1% | Added |
| Allstate Corp | 44,807 | $2.65M | 0.11% | −3,654−7.5% | Reduced |
| Fiera Capital Corp | 45,163 | $2.67M | 0.01% | +13,769+43.9% | Added |
| 1st Source Bank | 45,197 | $2.67M | 0.17% | −197−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 45,396 | $2.69M | 0.17% | −4,285−8.6% | Reduced |
| Birmingham Capital Management Co Inc | 45,405 | $2.69M | 1.03% | −500−1.1% | Reduced |
| Old Port Advisors | 45,429 | $2.69M | 0.97% | −1,174−2.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 45,482 | $2.69M | 1.28% | +686+1.5% | Added |
| Northwest & Ethical Investments L.P. | 45,755 | $2.71M | 0.09% | −49,986−52.2% | Reduced |
| Lido Advisors, LLC | 45,773 | $2.71M | 0.06% | +10,785+30.8% | Added |
| Windward Capital Management Co | 45,780 | $2.71M | 0.25% | +187+0.4% | Added |
| Mitchell Capital Management Co | 45,897 | $2.72M | 0.61% | −248−0.5% | Reduced |
| Garnet Equity Capital Holdings, Inc. | 40,000 | $2.72M | 2.57% | +40,000 | New |
| Rodgers Brothers Inc. | 46,218 | $2.73M | 0.55% | +200+0.4% | Added |
| JustInvest LLC | 46,214 | $2.73M | 0.25% | +4,816+11.6% | Added |
| Harbour Investments, Inc. | 46,268 | $2.74M | 0.09% | −18,138−28.2% | Reduced |
| Paragon Capital Management LLC | 46,359 | $2.74M | 1.44% | −1,984−4.1% | Reduced |
| Pacifica Partners Inc. | 45,702 | $2.75M | 2.00% | +1,646+3.7% | Added |
| Lowe Brockenbrough & Co Inc | 46,210 | $2.76M | 0.21% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 46,792 | $2.77M | 0.31% | −58−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 47,009 | $2.78M | 0.07% | −700−1.5% | Reduced |
| Bremer Bank National Association | 47,096 | $2.79M | 0.55% | −1,973−4.0% | Reduced |
| Bluefin Capital Management, LLC | 47,121 | $2.79M | 0.32% | −4,362−8.5% | Reduced |
| Murphy Capital Management Inc | 47,142 | $2.79M | 0.33% | −2,724−5.5% | Reduced |
| Philadelphia Trust Co | 47,494 | $2.81M | 0.21% | −6,221−11.6% | Reduced |
| Oliver Luxxe Assets LLC | 47,855 | $2.83M | 0.78% | +13,361+38.7% | Added |
| Walleye Trading LLC | 47,884 | $2.83M | 0.07% | +35,584+289.3% | Added |
| Affinity Investment Advisors, LLC | 47,908 | $2.83M | 1.27% | −349−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 47,810 | $2.84M | 0.05% | +1,936+4.2% | Added |
| SFMG, LLC | 47,990 | $2.84M | 0.32% | −357−0.7% | Reduced |
| Marco Investment Management LLC | 48,407 | $2.86M | 0.32% | +1,610+3.4% | Added |
| AGF Investments America Inc. | 48,496 | $2.87M | 0.60% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,523 | $2.87M | 0.03% | −1,831−3.6% | Reduced |
| Kempner Capital Management Inc. | 48,900 | $2.89M | 1.65% | 00.0% | Unchanged |
| Selway Asset Management | 48,970 | $2.90M | 1.58% | +275+0.6% | Added |
| Kingsview Wealth Management, LLC | 49,136 | $2.91M | 0.14% | +4,092+9.1% | Added |
| Wellington Shields & Co., LLC | 49,225 | $2.91M | 1.02% | +1,510+3.2% | Added |
| Crossmark Global Holdings, Inc. | 49,328 | $2.92M | 0.07% | −851−1.7% | Reduced |
| Hartford Financial Management Inc. | 49,437 | $2.92M | 0.74% | −95−0.2% | Reduced |
| Robbins Farley LLC | 49,506 | $2.93M | 2.16% | −5,352−9.8% | Reduced |
| Peak Asset Management, LLC | 49,612 | $2.94M | 0.72% | +6,385+14.8% | Added |
| Baxter Bros Inc | 49,739 | $2.94M | 0.47% | −1,241−2.4% | Reduced |
| Paradigm Asset Management Co LLC | 49,840 | $2.95M | 0.81% | −2,400−4.6% | Reduced |
| Healthcare Value Capital, LLC | 50,000 | $2.96M | 7.68% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 50,087 | $2.96M | 0.34% | +1,713+3.5% | Added |
| Caldwell Trust Co | 50,197 | $2.97M | 0.38% | −2,962−5.6% | Reduced |
| Flputnam Investment Management Co | 50,425 | $2.98M | 0.10% | −158−0.3% | Reduced |
| Donaldson Capital Management, LLC | 50,559 | $2.99M | 0.15% | −1,335−2.6% | Reduced |
| Mutual Advisors, LLC | 50,585 | $2.99M | 0.18% | +3,562+7.6% | Added |
| Klingenstein Fields & Co LP | 51,104 | $3.02M | 0.13% | +1,487+3.0% | Added |
| Wasatch Advisors Inc | 51,375 | $3.04M | 0.01% | −87−0.2% | Reduced |
| Parallel Advisors, LLC | 51,425 | $3.04M | 0.12% | +999+2.0% | Added |
| Wealthcare Advisory Partners LLC | 51,484 | $3.05M | 0.20% | +2,007+4.1% | Added |
| RBA Wealth Management, LLC | 51,754 | $3.06M | 7.38% | +27,747+115.6% | Added |
| Roanoke Asset Management Corp | 51,900 | $3.07M | 1.09% | +150.0% | Added |
| GWM Advisors LLC | 51,944 | $3.07M | 0.08% | −1,052−2.0% | Reduced |
| Pensionfund Sabic | 52,000 | $3.08M | 0.65% | 00.0% | Unchanged |