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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 52,089 | $3.08M | 0.45% | +7,467+16.7% | Added |
| AIMZ Investment Advisors, LLC | 52,151 | $3.09M | 1.39% | +10,288+24.6% | Added |
| Northeast Financial Consultants Inc | 52,368 | $3.10M | 0.21% | −7,345−12.3% | Reduced |
| Bangor Savings Bank | 52,658 | $3.12M | 0.32% | +6,506+14.1% | Added |
| First Hawaiian Bank | 53,073 | $3.14M | 0.13% | +2,438+4.8% | Added |
| Bonness Enterprises Inc | 53,100 | $3.14M | 1.60% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 53,102 | $3.14M | 0.67% | +160.0% | Added |
| First Manhattan Co | 53,211 | $3.15M | 0.01% | −3,204−5.7% | Reduced |
| First National Bank of Omaha | 53,212 | $3.15M | 0.16% | +43,589+453.0% | Added |
| Berkshire Bank | 53,235 | $3.15M | 0.77% | +763+1.5% | Added |
| TownSquare Capital, LLC | 53,391 | $3.16M | 0.09% | +4,968+10.3% | Added |
| Cutter & CO Brokerage, Inc. | 53,587 | $3.17M | 0.76% | +82+0.2% | Added |
| Tower Research Capital LLC (TRC) | 53,603 | $3.17M | 0.08% | −9,069−14.5% | Reduced |
| Means Investment Co., Inc. | 53,721 | $3.18M | 0.63% | +2,721+5.3% | Added |
| Wedbush Securities Inc | 53,749 | $3.18M | 0.15% | +1,529+2.9% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.18M | 0.90% | 00.0% | Unchanged |
| Trexquant Investment LP | 54,366 | $3.22M | 0.26% | +50,906+1,471.3% | Added |
| Condor Capital Management | 54,389 | $3.22M | 0.34% | −799−1.4% | Reduced |
| Atlantic Union Bankshares Corp | 54,551 | $3.23M | 0.30% | −1,264−2.3% | Reduced |
| Family Management Corp | 54,559 | $3.23M | 0.89% | −585−1.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,675 | $3.23M | 0.02% | +54,675 | New |
| Cubic Asset Management, LLC | 54,767 | $3.24M | 0.80% | −240−0.4% | Reduced |
| Bahl & Gaynor Inc | 55,030 | $3.26M | 0.02% | +2,160+4.1% | Added |
| Meritage Portfolio Management | 55,051 | $3.26M | 0.20% | −136−0.2% | Reduced |
| LVW Advisors, LLC | 55,174 | $3.27M | 0.57% | +3,242+6.2% | Added |
| Inlet Private Wealth, LLC | 55,212 | $3.27M | 0.88% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 55,253 | $3.27M | 0.57% | +3,721+7.2% | Added |
| Canal Capital Management, LLC | 55,297 | $3.27M | 0.93% | −146−0.3% | Reduced |
| Farr Miller & Washington LLC | 55,539 | $3.29M | 0.21% | −701−1.2% | Reduced |
| United Capital Management of KS, Inc. | 55,599 | $3.29M | 1.35% | +4,673+9.2% | Added |
| Uniplan Investment Counsel, Inc. | 55,619 | $3.29M | 0.20% | −168−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 55,620 | $3.29M | 0.58% | −60.0% | Reduced |
| Motley Fool Asset Management LLC | 55,760 | $3.30M | 0.21% | −222−0.4% | Reduced |
| Bank Ozk | 55,775 | $3.30M | 1.49% | −2,804−4.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 55,834 | $3.30M | 1.78% | +55,834 | New |
| SeaCrest Wealth Management, LLC | 55,944 | $3.31M | 0.40% | +13,625+32.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 56,000 | $3.31M | 1.77% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56,040 | $3.32M | 1.22% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 56,064 | $3.32M | 0.22% | +3,152+6.0% | Added |
| KG&L Capital Management,LLC | 56,371 | $3.33M | 1.47% | +15,655+38.4% | Added |
| Redpoint Investment Management Pty Ltd | 56,711 | $3.36M | 0.29% | −2,722−4.6% | Reduced |
| Prio Wealth Limited Partnership | 56,918 | $3.37M | 0.11% | +267+0.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 57,015 | $3.37M | 0.01% | −1,293−2.2% | Reduced |
| TBH Global Asset Management, LLC | 57,081 | $3.38M | 0.78% | −1,268−2.2% | Reduced |
| Hallmark Capital Management Inc | 57,109 | $3.38M | 0.29% | +958+1.7% | Added |
| Everence Capital Management Inc | 57,255 | $3.39M | 0.28% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 57,289 | $3.39M | 0.96% | +133+0.2% | Added |
| Proequities, Inc. | 56,987 | $3.40M | 0.21% | −934−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 57,748 | $3.42M | 0.36% | −395−0.7% | Reduced |
| Demars Financial Group, LLC | 57,964 | $3.43M | 2.02% | +54,255+1,462.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 58,008 | $3.43M | 0.33% | −72,417−55.5% | Reduced |
| Charter Research & Investment Group, Inc. | 58,184 | $3.44M | 2.86% | +1,655+2.9% | Added |
| Profund Advisors LLC | 58,305 | $3.45M | 0.12% | +410+0.7% | Added |
| Richard Bernstein Advisors LLC | 58,469 | $3.46M | 0.07% | +2,521+4.5% | Added |
| Augustine Asset Management Inc | 58,599 | $3.47M | 1.85% | +7,134+13.9% | Added |
| Welch Group, LLC | 58,745 | $3.48M | 0.24% | +8,216+16.3% | Added |
| Asio Capital, LLC | 58,794 | $3.48M | 1.20% | +1,402+2.4% | Added |
| First American Bank | 58,916 | $3.49M | 0.20% | +44+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 58,956 | $3.49M | 0.18% | −3,055−4.9% | Reduced |
| BLB&B Advisors, LLC | 58,998 | $3.49M | 0.23% | +3,743+6.8% | Added |
| Fagan Associates, Inc. | 59,419 | $3.52M | 0.76% | +4,626+8.4% | Added |
| Wells Trecaso Financial Group, LLC | 59,789 | $3.54M | 1.69% | +1,112+1.9% | Added |
| Ar Asset Management Inc | 59,924 | $3.55M | 0.99% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 59,925 | $3.55M | 0.44% | +700+1.2% | Added |
| Benedict Financial Advisors Inc | 59,960 | $3.55M | 0.99% | +2,002+3.5% | Added |
| American Financial Group Inc | 60,000 | $3.55M | 0.94% | 00.0% | Unchanged |
| Ally Financial Inc. | 60,000 | $3.55M | 0.35% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 60,192 | $3.56M | 0.35% | +1,361+2.3% | Added |
| Icon Advisers Inc | 61,500 | $3.64M | 0.62% | 00.0% | Unchanged |
| Compton Capital Management Inc | 61,681 | $3.65M | 1.07% | −350−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,737 | $3.65M | 0.52% | +13,550+28.1% | Added |
| Wetherby Asset Management Inc | 62,306 | $3.69M | 0.23% | −41−0.1% | Reduced |
| Mid Atlantic Financial Management Inc | 62,357 | $3.69M | 0.25% | −733−1.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 62,564 | $3.70M | 2.04% | +294+0.5% | Added |
| Eastover Investment Advisors LLC | 62,779 | $3.71M | 2.42% | +241+0.4% | Added |
| Siemens Fonds Invest GmbH | 63,038 | $3.73M | 0.25% | +2,674+4.4% | Added |
| IBM Retirement Fund | 63,137 | $3.74M | 0.29% | +146+0.2% | Added |
| Horizon Investments, LLC | 63,446 | $3.75M | 0.12% | −40,128−38.7% | Reduced |
| Kinneret Advisory, LLC | 63,061 | $3.76M | 0.44% | 00.0% | Unchanged |
| FourThought Financial, LLC | 63,615 | $3.76M | 0.50% | +1,358+2.2% | Added |
| Amica Mutual Insurance Co | 63,969 | $3.79M | 0.40% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 64,447 | $3.82M | 0.99% | +1,800+2.9% | Added |
| Burns J W & Co Inc | 64,871 | $3.84M | 0.60% | −14,660−18.4% | Reduced |
| Carret Asset Management, LLC | 64,897 | $3.84M | 0.46% | −6,450−9.0% | Reduced |
| Hudson Bay Capital Management LP | 65,000 | $3.85M | 0.05% | +65,000 | New |
| Princeton Capital Management LLC | 65,153 | $3.85M | 1.23% | −452−0.7% | Reduced |
| Am Investment Strategies LLC | 65,250 | $3.86M | 1.01% | +337+0.5% | Added |
| Investment House LLC | 65,446 | $3.87M | 0.28% | +713+1.1% | Added |
| Bradley Foster & Sargent Inc | 65,682 | $3.89M | 0.09% | +160+0.2% | Added |
| Iowa State Bank | 65,763 | $3.89M | 1.09% | +433+0.7% | Added |
| Royal Fund Management, LLC | 66,015 | $3.91M | 0.63% | +1,138+1.8% | Added |
| Swaine & Leidel Wealth Services, LLC | 66,143 | $3.91M | 3.45% | +66,143 | New |
| Factorial Partners, LLC | 66,300 | $3.92M | 2.67% | +6,300+10.5% | Added |
| CMH Wealth Management LLC | 66,388 | $3.93M | 1.29% | +1,190+1.8% | Added |
| Ropes Wealth Advisors LLC | 66,535 | $3.94M | 0.63% | −3,397−4.9% | Reduced |
| Bard Financial Services, Inc. | 66,705 | $3.95M | 0.35% | +355+0.5% | Added |
| Corient Capital Partners, LLC | 66,780 | $3.95M | 0.29% | −186−0.3% | Reduced |
| Vestor Capital, LLC | 66,872 | $3.96M | 0.41% | +66,872 | New |
| Delta Asset Management LLC | 66,964 | $3.96M | 0.38% | +799+1.2% | Added |
| Annex Advisory Services, LLC | 67,680 | $4.00M | 0.33% | +4,504+7.1% | Added |