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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 68,121 | $4.03M | 0.17% | +763+1.1% | Added |
| Quilter Plc | 68,137 | $4.03M | 0.11% | −4,818−6.6% | Reduced |
| Cigna Investments Inc | 68,259 | $4.04M | 0.30% | −1,546−2.2% | Reduced |
| Versant Capital Management, Inc | 69,021 | $4.08M | 1.44% | −14,060−16.9% | Reduced |
| Sargent Bickham Lagudis LLC | 69,318 | $4.10M | 0.33% | +982+1.4% | Added |
| Wright Investors Service Inc | 69,494 | $4.11M | 1.17% | +245+0.4% | Added |
| First Interstate Bank | 69,704 | $4.12M | 0.42% | +3,716+5.6% | Added |
| Security National Trust Co | 62,320 | $4.16M | 0.96% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 70,426 | $4.17M | 0.53% | +500+0.7% | Added |
| Clark Estates Inc | 71,200 | $4.21M | 0.60% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 71,267 | $4.22M | 0.31% | +609+0.9% | Added |
| Seizert Capital Partners, LLC | 71,394 | $4.22M | 0.19% | +35,240+97.5% | Added |
| Beacon Financial Group | 70,311 | $4.26M | 0.59% | +47,728+211.3% | Added |
| Rothschild Investment Corp | 72,335 | $4.28M | 0.36% | −15,087−17.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 72,341 | $4.28M | 1.52% | +3,989+5.8% | Added |
| Boothbay Fund Management, LLC | 72,576 | $4.29M | 0.17% | −102,756−58.6% | Reduced |
| Clearstead Advisors, LLC | 72,753 | $4.30M | 0.32% | +1,403+2.0% | Added |
| Surevest, LLC | 72,899 | $4.31M | 1.09% | +6,564+9.9% | Added |
| Sectoral Asset Management Inc | 73,074 | $4.32M | 0.36% | −52,500−41.8% | Reduced |
| Kestra Private Wealth Services, LLC | 73,509 | $4.35M | 0.24% | +5,194+7.6% | Added |
| Ameritas Investment Partners, Inc. | 73,547 | $4.35M | 0.16% | −592−0.8% | Reduced |
| Pearl River Capital, LLC | 73,532 | $4.35M | 1.18% | +68,655+1,407.7% | Added |
| Ferguson Wellman Capital Management, Inc | 73,660 | $4.36M | 0.14% | −185−0.3% | Reduced |
| Pettee Investors, Inc. | 73,887 | $4.37M | 2.04% | −120−0.2% | Reduced |
| Webster Bank, N. A. | 74,016 | $4.38M | 0.49% | −1,279−1.7% | Reduced |
| Hennessy Advisors Inc | 74,300 | $4.40M | 0.26% | −1,200−1.6% | Reduced |
| Simmons Bank | 74,469 | $4.41M | 0.32% | −1,166−1.5% | Reduced |
| Exchange Capital Management, Inc. | 74,791 | $4.42M | 0.86% | −2,260−2.9% | Reduced |
| Principal Street Partners, LLC | 74,970 | $4.44M | 1.21% | −2,419−3.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 75,160 | $4.45M | 1.02% | +40,070+114.2% | Added |
| Meridian Management Co | 75,272 | $4.45M | 1.37% | +225+0.3% | Added |
| Edgewood Management LLC | 75,524 | $4.47M | 0.01% | −1,075−1.4% | Reduced |
| NorthCoast Asset Management LLC | 75,737 | $4.49M | 0.16% | −3,729−4.7% | Reduced |
| Baldwin Investment Management, LLC | 75,862 | $4.49M | 0.78% | +791+1.1% | Added |
| Lipe & Dalton | 76,218 | $4.51M | 2.32% | +4,416+6.2% | Added |
| Eqis Capital Management, Inc. | 76,554 | $4.53M | 0.35% | +9,597+14.3% | Added |
| Optimal Asset Management, Inc. | 76,711 | $4.54M | 0.57% | +85+0.1% | Added |
| Symons Capital Management Inc | 76,862 | $4.55M | 2.92% | −5,603−6.8% | Reduced |
| Mairs & Power Inc | 77,105 | $4.56M | 0.05% | −5,530−6.7% | Reduced |
| Kanawha Capital Management LLC | 77,471 | $4.58M | 0.42% | +66+0.1% | Added |
| Advisor Partners LLC | 77,697 | $4.60M | 0.31% | −3,535−4.4% | Reduced |
| Dean Investment Associates, LLC | 77,997 | $4.62M | 0.87% | −610−0.8% | Reduced |
| Equitable Holdings, Inc. | 78,398 | $4.64M | 0.08% | +1,557+2.0% | Added |
| Argyle Capital Management Inc. | 78,924 | $4.67M | 1.55% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 78,929 | $4.67M | 0.71% | +2,429+3.2% | Added |
| Hantz Financial Services, Inc. | 79,326 | $4.69M | 0.15% | +39,829+100.8% | Added |
| Virtu Financial LLC | 79,390 | $4.70M | 0.41% | +79,390 | New |
| Highland Capital Management, LLC | 79,726 | $4.72M | 0.29% | −3,110−3.8% | Reduced |
| American National Insurance Co | 80,173 | $4.74M | 0.18% | −70−0.1% | Reduced |
| Evercore Wealth Management, LLC | 80,226 | $4.75M | 0.09% | −5,069−5.9% | Reduced |
| FAI Wealth Management | 81,000 | $4.79M | 4.16% | +806+1.0% | Added |
| Legacy Capital Partners, Inc. | 81,158 | $4.80M | 1.74% | −1,113−1.4% | Reduced |
| Advisors Asset Management, Inc. | 81,211 | $4.80M | 0.07% | +13,365+19.7% | Added |
| Scott & Selber, Inc. | 81,712 | $4.83M | 1.96% | +46,636+133.0% | Added |
| Clear Harbor Asset Management, LLC | 82,111 | $4.86M | 0.58% | +15,481+23.2% | Added |
| Wesleyan Assurance Society | 82,443 | $4.88M | 0.62% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 82,424 | $4.88M | 1.72% | +2,394+3.0% | Added |
| Palladium Partners LLC | 82,480 | $4.88M | 0.22% | −72,683−46.8% | Reduced |
| BTC Capital Management, Inc. | 82,415 | $4.88M | 0.55% | −3,840−4.5% | Reduced |
| People's United Financial, Inc. | 82,736 | $4.89M | 0.11% | +631+0.8% | Added |
| Eidelman Virant Capital | 81,810 | $4.90M | 1.89% | −925−1.1% | Reduced |
| Rafferty Asset Management, LLC | 82,990 | $4.91M | 0.03% | +29,273+54.5% | Added |
| Cohen Klingenstein LLC | 83,054 | $4.91M | 0.21% | −12,062−12.7% | Reduced |
| Brinker Capital Investments, LLC | 73,724 | $4.93M | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 83,461 | $4.94M | 0.40% | −1,246−1.5% | Reduced |
| Venture Visionary Partners LLC | 83,807 | $4.96M | 0.35% | +2,374+2.9% | Added |
| Shorepoint Capital Partners LLC | 84,059 | $4.97M | 2.24% | +84,059 | New |
| Gamble Jones Investment Counsel | 84,295 | $4.99M | 0.33% | −50−0.1% | Reduced |
| Duality Advisers, LP | 84,816 | $5.02M | 0.38% | +60,313+246.1% | Added |
| Integrated Advisors Network LLC | 84,928 | $5.03M | 0.33% | +49,168+137.5% | Added |
| Tdam USA Inc. | 84,974 | $5.03M | 0.33% | +5,806+7.3% | Added |
| IFP Advisors, Inc | 85,090 | $5.04M | 0.10% | −553−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 85,446 | $5.06M | 0.36% | −2,169−2.5% | Reduced |
| First Horizon Advisors, Inc. | 85,477 | $5.06M | 0.17% | +66,090+340.9% | Added |
| Haverford Trust Co | 85,470 | $5.06M | 0.06% | −992−1.1% | Reduced |
| Oak Ridge Investments LLC | 85,543 | $5.06M | 0.45% | −1,516−1.7% | Reduced |
| 6 Meridian | 85,569 | $5.06M | 0.40% | +82,289+2,508.8% | Added |
| Sheets Smith Wealth Management | 86,033 | $5.09M | 0.69% | 00.0% | Unchanged |
| Resources Management Corp | 86,212 | $5.10M | 0.73% | −2,034−2.3% | Reduced |
| Sowell Financial Services LLC | 85,614 | $5.11M | 0.34% | +2,003+2.4% | Added |
| Lee Danner & Bass Inc | 86,958 | $5.14M | 0.47% | +4,213+5.1% | Added |
| AIA Group Ltd | 86,968 | $5.15M | 0.29% | +61,982+248.1% | Added |
| Canandaigua National Corp | 87,400 | $5.17M | 0.84% | +4,672+5.6% | Added |
| Pittenger & Anderson Inc | 89,016 | $5.27M | 0.26% | −9,744−9.9% | Reduced |
| Sage Capital Advisors,llc | 89,132 | $5.27M | 2.24% | +826+0.9% | Added |
| Aviance Capital Partners, LLC | 89,218 | $5.28M | 0.93% | +9,576+12.0% | Added |
| Northwest Bancshares, Inc. | 89,773 | $5.31M | 1.21% | −50.0% | Reduced |
| Rossmore Private Capital | 89,973 | $5.32M | 0.91% | +210.0% | Added |
| Sigma Planning Corp | 91,382 | $5.41M | 0.16% | +6,213+7.3% | Added |
| Brookstone Capital Management | 94,894 | $5.42M | 0.10% | +12,857+15.7% | Added |
| CSM Advisors, LLC | 91,665 | $5.42M | 0.40% | −50−0.1% | Reduced |
| Cypress Capital Group | 91,736 | $5.43M | 0.74% | −1,344−1.4% | Reduced |
| DSC Advisors, L.P. | 91,763 | $5.43M | 7.17% | +10,037+12.3% | Added |
| Jacobi Capital Management LLC | 91,810 | $5.43M | 0.69% | +49,370+116.3% | Added |
| Marathon Capital Management | 91,970 | $5.44M | 1.24% | +15,751+20.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 92,967 | $5.50M | 0.28% | −3,681−3.8% | Reduced |
| Greystone Financial Group, LLC | 92,992 | $5.50M | 1.64% | −13,699−12.8% | Reduced |
| Mechanics Bank Trust Department | 93,399 | $5.53M | 0.89% | −550−0.6% | Reduced |
| HGK Asset Management Inc | 93,454 | $5.53M | 1.82% | +6,464+7.4% | Added |
| Searle & Co. | 93,556 | $5.54M | 2.27% | 00.0% | Unchanged |