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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 93,560 | $5.54M | 0.24% | +93,560 | New |
| XML Financial, LLC | 94,146 | $5.57M | 0.74% | +94,146 | New |
| Jane Street Group, LLC | 94,389 | $5.58M | 0.01% | −707,080−88.2% | Reduced |
| Vident Investment Advisory, LLC | 94,410 | $5.58M | 0.17% | +22,887+32.0% | Added |
| Gotham Asset Management, LLC | 94,780 | $5.61M | 0.23% | +90,217+1,977.1% | Added |
| Advanced Asset Management Advisors Inc | 94,800 | $5.61M | 1.20% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 94,806 | $5.61M | 3.44% | +90+0.1% | Added |
| Regentatlantic Capital LLC | 95,089 | $5.63M | 0.17% | +11,885+14.3% | Added |
| KCM Investment Advisors LLC | 95,265 | $5.64M | 0.22% | −925−1.0% | Reduced |
| Thomasville National Bank | 95,336 | $5.64M | 0.58% | +2,697+2.9% | Added |
| Atria Investments LLC | 95,613 | $5.66M | 0.10% | +2,914+3.1% | Added |
| Salem Investment Counselors Inc | 95,704 | $5.66M | 0.31% | +3,179+3.4% | Added |
| Westfield Capital Management Co LP | 95,960 | $5.68M | 0.03% | +440+0.5% | Added |
| Palouse Capital Management, Inc. | 95,985 | $5.68M | 2.52% | −2,432−2.5% | Reduced |
| HM Payson & Co | 96,472 | $5.71M | 0.14% | +340+0.4% | Added |
| Ashfield Capital Partners, LLC | 96,510 | $5.71M | 0.41% | −647−0.7% | Reduced |
| Trust Co of Vermont | 96,732 | $5.72M | 0.41% | +341+0.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 97,000 | $5.74M | 0.84% | +97,000 | New |
| Argent Trust Co | 97,168 | $5.75M | 0.37% | +1,116+1.2% | Added |
| New England Asset Management Inc | 97,471 | $5.77M | 0.10% | +29,021+42.4% | Added |
| Biondo Investment Advisors, LLC | 97,564 | $5.77M | 0.99% | +1,450+1.5% | Added |
| Illinois Municipal Retirement Fund | 97,836 | $5.79M | 0.21% | −4,827−4.7% | Reduced |
| Patten & Patten Inc | 97,859 | $5.79M | 0.44% | +2,444+2.6% | Added |
| Shelton Capital Management | 97,974 | $5.80M | 0.23% | +40,380+70.1% | Added |
| Segall Bryant & Hamill, LLC | 97,904 | $5.80M | 0.06% | +18,565+23.4% | Added |
| Advisory Services Network, LLC | 98,314 | $5.82M | 0.18% | +15,264+18.4% | Added |
| NBT Bank N A | 98,421 | $5.82M | 0.81% | −810−0.8% | Reduced |
| Bruderman Asset Management, LLC | 98,772 | $5.84M | 1.47% | −46,616−32.1% | Reduced |
| Trustmark National Bank Trust Department | 98,994 | $5.86M | 0.47% | −7,100−6.7% | Reduced |
| Stockman Wealth Management, Inc. | 99,136 | $5.87M | 1.31% | +4,489+4.7% | Added |
| E. Ohman J:or Asset Management AB | 99,400 | $5.88M | 0.18% | +2,000+2.1% | Added |
| Frontier Wealth Management LLC | 99,922 | $5.91M | 0.41% | −3,955−3.8% | Reduced |
| Holloway Wealth Management, LLC | – | $5.94M | 1.81% | – | – |
| Campbell Capital Management Inc | 100,607 | $5.95M | 2.61% | −4,060−3.9% | Reduced |
| Twin Capital Management Inc | 101,959 | $6.03M | 0.62% | −7,160−6.6% | Reduced |
| Regent Investment Management LLC | 102,221 | $6.05M | 1.45% | +1,095+1.1% | Added |
| SG Americas Securities, LLC | 102,318 | $6.05M | 0.03% | +19,188+23.1% | Added |
| Fishman Jay A Ltd | 102,960 | $6.09M | 0.75% | +225+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 103,263 | $6.11M | 0.23% | +12,777+14.1% | Added |
| Howe & Rusling Inc | 104,955 | $6.21M | 0.78% | −1,117−1.1% | Reduced |
| BancorpSouth Bank | 105,281 | $6.23M | 0.87% | +2,841+2.8% | Added |
| Wealthfront Advisers LLC | 105,295 | $6.23M | 0.03% | −34,393−24.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 105,312 | $6.23M | 0.14% | +1,850+1.8% | Added |
| Moody National Bank Trust Division | 105,488 | $6.24M | 0.09% | −105−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 105,530 | $6.24M | 0.49% | −360−0.3% | Reduced |
| Moors & Cabot, Inc. | 105,242 | $6.25M | 0.39% | +1,871+1.8% | Added |
| Brown Brothers Harriman & Co | 106,060 | $6.28M | 0.04% | −11,268−9.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 106,077 | $6.28M | 0.87% | +7,000+7.1% | Added |
| Veritable, L.P. | 106,161 | $6.28M | 0.10% | −489−0.5% | Reduced |
| WealthTrust Axiom LLC | 106,608 | $6.31M | 2.13% | −2,135−2.0% | Reduced |
| Chemung Canal Trust Co | 106,718 | $6.31M | 1.21% | +8,086+8.2% | Added |
| Whittier Trust Co of Nevada Inc | 106,973 | $6.33M | 0.26% | −886−0.8% | Reduced |
| Tower Bridge Advisors | 107,290 | $6.35M | 0.42% | −2,192−2.0% | Reduced |
| Grassi Investment Management | 107,360 | $6.35M | 0.71% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 107,819 | $6.38M | 0.84% | +13,947+14.9% | Added |
| Gibraltar Capital Management, Inc. | 108,159 | $6.40M | 3.25% | +3,481+3.3% | Added |
| Callahan Advisors, LLC | 108,192 | $6.40M | 0.81% | +4,921+4.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 108,621 | $6.43M | 0.15% | +11,604+12.0% | Added |
| Calamos Wealth Management LLC | 108,918 | $6.45M | 0.52% | +40,106+58.3% | Added |
| Quinn Opportunity Partners LLC | 109,000 | $6.45M | 0.41% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 108,547 | $6.46M | 0.25% | −2,918−2.6% | Reduced |
| Granite Investment Advisors, LLC | 109,557 | $6.48M | 1.05% | −2,106−1.9% | Reduced |
| Bank of the West | 110,159 | $6.52M | 0.68% | +3,863+3.6% | Added |
| Simplex Trading, LLC | 98,097 | $6.53M | 0.23% | −70−0.1% | Reduced |
| Glenview Trust Co | 110,535 | $6.54M | 0.25% | −410.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 110,651 | $6.55M | 1.03% | +474+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 110,821 | $6.56M | 0.04% | −328,369−74.8% | Reduced |
| D L Carlson Investment Group Inc | 111,371 | $6.59M | 1.15% | +3,167+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 111,422 | $6.59M | 0.13% | +9,974+9.8% | Added |
| Motco | 111,500 | $6.60M | 0.43% | +6,950+6.6% | Added |
| Dowling & Yahnke LLC | 112,021 | $6.63M | 0.37% | −1,199−1.1% | Reduced |
| Parkside Investments, LLC | 112,065 | $6.63M | 1.39% | −1,521−1.3% | Reduced |
| FineMark National Bank & Trust | 112,992 | $6.69M | 0.28% | −4,499−3.8% | Reduced |
| Seeyond | 113,218 | $6.70M | 0.65% | −30,604−21.3% | Reduced |
| ProVise Management Group, LLC | 113,636 | $6.72M | 0.67% | −3,129−2.7% | Reduced |
| Bryn Mawr Trust Co | 113,756 | $6.73M | 0.26% | −4,367−3.7% | Reduced |
| Hoylecohen, LLC | 114,592 | $6.78M | 0.64% | +710+0.6% | Added |
| Whittier Trust Co | 114,719 | $6.79M | 0.12% | −5,146−4.3% | Reduced |
| Novare Capital Management LLC | 115,051 | $6.81M | 0.76% | +1,061+0.9% | Added |
| Johnson Investment Counsel Inc | 114,444 | $6.83M | 0.09% | −3,530−3.0% | Reduced |
| Parsec Financial Management, Inc. | 115,097 | $6.84M | 0.29% | +42,276+58.1% | Added |
| Parsons Capital Management Inc | 117,884 | $6.97M | 0.54% | +7,321+6.6% | Added |
| Achmea Investment Management B.V. | 118,126 | $6.99M | 0.21% | +3,703+3.2% | Added |
| Williams Jones Wealth Management, LLC. | 118,352 | $7.00M | 0.10% | −1,735−1.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 119,129 | $7.05M | 0.10% | +9,600+8.8% | Added |
| Guinness Atkinson Asset Management Inc | 119,187 | $7.05M | 3.28% | +10,167+9.3% | Added |
| Canal Insurance CO | 120,000 | $7.10M | 2.42% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 120,385 | $7.12M | 1.80% | +570+0.5% | Added |
| Freestone Capital Holdings, LLC | 120,548 | $7.13M | 0.36% | +1,575+1.3% | Added |
| Strategic Global Advisors, LLC | 121,407 | $7.18M | 1.05% | +75,221+162.9% | Added |
| DuPont Capital Management Corp | 121,459 | $7.19M | 0.23% | −18,715−13.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 121,839 | $7.21M | 0.08% | +42,401+53.4% | Added |
| Rockland Trust Co | 121,955 | $7.22M | 0.50% | +5,984+5.2% | Added |
| Farmers & Merchants Investments Inc | 122,365 | $7.24M | 0.31% | −3,405−2.7% | Reduced |
| Cumberland Advisors Inc | 122,546 | $7.25M | 1.68% | +18,035+17.3% | Added |
| Eagle Asset Management Inc | 123,278 | $7.29M | 0.03% | −1,346−1.1% | Reduced |
| Mercer Global Advisors Inc | 123,514 | $7.31M | 0.05% | +9,272+8.1% | Added |
| Jacobs & Co | 123,820 | $7.33M | 0.84% | +11,935+10.7% | Added |
| B. Riley Wealth Management, Inc. | 124,733 | $7.38M | 0.57% | +20,009+19.1% | Added |
| Rhenman & Partners Asset Management AB | 125,000 | $7.40M | 0.52% | 00.0% | Unchanged |