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; 2,530 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 1,138 | $67.0K | 0.03% | +1,138 | New |
| Earnest Partners LLC | 1,147 | $68.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,150 | $68.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,150 | $68.0K | 0.05% | +8+0.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,170 | $70.0K | 0.05% | −135−10.3% | Reduced |
| TSFG, LLC | 1,190 | $70.0K | 0.03% | +1+0.1% | Added |
| MV Capital Management, Inc. | 1,217 | $72.0K | 0.01% | +96+8.6% | Added |
| Baldrige Asset Management LLC | 1,258 | $74.0K | 0.03% | −33−2.6% | Reduced |
| Mint Tower Capital Management B.V. | 1,260 | $75.0K | 0.01% | +1,260 | New |
| Dark Forest Capital Management LP | 1,271 | $75.0K | 0.03% | +1,271 | New |
| Cordasco Financial Network | 1,288 | $76.0K | 0.05% | −206−13.8% | Reduced |
| Atlas Private Wealth Advisors | 1,308 | $77.0K | 0.04% | −50−3.7% | Reduced |
| Tanaka Capital Management Inc | 1,392 | $82.0K | 0.12% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 1,402 | $82.0K | 0.03% | +1,402 | New |
| Carolinas Wealth Consulting LLC | 1,416 | $84.0K | 0.02% | +8+0.6% | Added |
| Raffa Wealth Management, LLC | 1,468 | $86.9K | 0.03% | +51+3.6% | Added |
| Phoenix Wealth Advisors | 1,475 | $87.0K | 0.06% | −50−3.3% | Reduced |
| First Washington CORP | 1,500 | $89.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,519 | $89.0K | 0.02% | +504+49.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,543 | $91.0K | 0.03% | −250−13.9% | Reduced |
| First Personal Financial Services | 1,555 | $92.0K | 0.02% | −26−1.6% | Reduced |
| Coastal Capital Group, Inc. | 1,590 | $94.0K | 0.02% | −1−0.1% | Reduced |
| JJJ Advisors Inc. | 1,615 | $96.0K | 0.03% | −101−5.9% | Reduced |
| Sound Income Strategies, LLC | 1,667 | $99.0K | 0.01% | +2+0.1% | Added |
| Wealth Quarterback LLC | 1,747 | $99.0K | 0.07% | +110+6.7% | Added |
| Newbridge Financial Services Group, Inc. | 1,683 | $100.0K | 0.06% | −395−19.0% | Reduced |
| Solstein Capital, LLC | 1,690 | $100.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,686 | $100.0K | 0.02% | +600+55.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $101.0K | 0.04% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 1,755 | $104.0K | 0.08% | −104−5.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,784 | $106.0K | 0.02% | +349+24.3% | Added |
| Boit C F David | 1,800 | $107.0K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,803 | $109.0K | 0.08% | −2,277−55.8% | Reduced |
| Crewe Advisors LLC | 1,850 | $109.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,834 | $109.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,836 | $109.0K | 0.04% | +174+10.5% | Added |
| JCIC Asset Management Inc. | 1,859 | $110.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,879 | $111.0K | 0.02% | +183+10.8% | Added |
| Zions Bancorporation, N.A. | 1,894 | $112.0K | 0.01% | −64−3.3% | Reduced |
| Vigilant Capital Management, LLC | 1,921 | $114.0K | 0.01% | +333+21.0% | Added |
| Costello Asset Management, INC | 1,975 | $117.0K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,999 | $118.0K | 0.03% | +90+4.7% | Added |
| Riverview Trust Co | 2,035 | $120.0K | 0.13% | +1,471+260.8% | Added |
| Tortoise Investment Management, LLC | 2,091 | $124.0K | 0.03% | −133−6.0% | Reduced |
| Cowen Prime Advisors LLC | 2,100 | $124.0K | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 2,144 | $127.0K | 0.01% | −5,856−73.2% | Reduced |
| Bogart Wealth, LLC | 2,154 | $127.0K | 0.01% | +10.0% | Added |
| TD Ameritrade Investment Management, LLC | 2,144 | $129.0K | 0.00% | −9,534−81.6% | Reduced |
| Carderock Capital Management Inc | 2,205 | $130.0K | 0.04% | −1,545−41.2% | Reduced |
| Catalyst Capital Advisors LLC | 2,210 | $131.0K | 0.01% | −14,478−86.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,256 | $133.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 2,246 | $133.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,261 | $134.0K | 0.04% | +1,579+231.5% | Added |
| Evolution Wealth Advisors, LLC | 2,289 | $135.0K | 0.03% | +785+52.2% | Added |
| Accel Wealth Management | 2,294 | $136.0K | 0.09% | +575+33.4% | Added |
| Itau Unibanco Holding S.A. | 2,308 | $137.0K | 0.01% | +335+17.0% | Added |
| Financial Management Professionals, Inc. | 2,332 | $138.0K | 0.03% | +124+5.6% | Added |
| State of Wyoming | 2,343 | $139.0K | 0.09% | −44−1.8% | Reduced |
| Cahill Financial Advisors Inc | 2,341 | $139.0K | 0.03% | +2,341 | New |
| Compagnie Lombard Odier SCmA | 2,360 | $140.0K | 0.00% | −3,000−56.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,360 | $140.0K | 0.08% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,397 | $142.0K | 0.00% | −46−1.9% | Reduced |
| Ade, LLC | 2,430 | $144.0K | 0.13% | −170−6.5% | Reduced |
| BerganKDV Wealth Management, LLC | 2,489 | $147.0K | 0.02% | +3+0.1% | Added |
| HHM Wealth Advisors, LLC | 2,535 | $150.0K | 0.04% | −6−0.2% | Reduced |
| Addison Advisors LLC | 2,537 | $150.0K | 0.12% | +12+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,591 | $153.0K | 0.00% | −4,978−65.8% | Reduced |
| Reilly Financial Advisors, LLC | 2,596 | $154.0K | 0.01% | −321−11.0% | Reduced |
| BDO Wealth Advisors, LLC | 2,596 | $154.0K | 0.02% | +230+9.7% | Added |
| Rowland & Co Investment Counsel | 2,703 | $158.9K | 0.05% | +403+17.5% | Added |
| Global Trust Asset Management, LLC | 2,705 | $160.0K | 0.07% | +4+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 2,713 | $161.0K | 0.05% | −80,439−96.7% | Reduced |
| Baldwin Brothers Inc | 2,740 | $162.0K | 0.02% | −800−22.6% | Reduced |
| Wagner Wealth Management, LLC | 2,772 | $162.0K | 0.13% | −283−9.3% | Reduced |
| Blue Chip Partners, Inc. | 2,746 | $162.0K | 0.02% | −235−7.9% | Reduced |
| True Link Financial Advisors, LLC | 2,734 | $162.0K | 0.02% | +1,200+78.2% | Added |
| Pacific Center for Financial Services | 2,762 | $163.0K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,773 | $164.0K | 0.05% | −199−6.7% | Reduced |
| Ellevest, Inc. | 2,774 | $164.0K | 0.02% | +170+6.5% | Added |
| Blume Capital Management, Inc. | 2,804 | $166.0K | 0.06% | 00.0% | Unchanged |
| AGF Investments LLC | 2,824 | $167.0K | 0.02% | −171−5.7% | Reduced |
| TD Capital Management LLC | 2,848 | $169.0K | 0.02% | −116−3.9% | Reduced |
| Lenox Wealth Advisors, LLC | 2,953 | $175.0K | 0.02% | −58−1.9% | Reduced |
| Fortis Advisors, LLC | 3,000 | $178.0K | 0.11% | +3,000 | New |
| Charter Oak Capital Management, LLC | 3,046 | $180.0K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 3,118 | $184.0K | 0.04% | +31+1.0% | Added |
| Rosenberg Matthew Hamilton | 3,112 | $184.0K | 0.07% | +543+21.1% | Added |
| Larson Financial Group LLC | 3,151 | $186.0K | 0.04% | −291−8.5% | Reduced |
| Annapolis Financial Services, LLC | 3,166 | $187.0K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 3,166 | $187.0K | 0.11% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,171 | $188.0K | 0.03% | −1,896−37.4% | Reduced |
| Mercer Capital Advisers, Inc. | 3,208 | $190.0K | 0.10% | −100−3.0% | Reduced |
| Tower View Investment Management & Research LLC | 3,211 | $190.0K | 0.11% | +2,002+165.6% | Added |
| RPG Investment Advisory, LLC | 3,255 | $193.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 3,275 | $194.0K | 0.09% | −212−6.1% | Reduced |
| Markston International LLC | 3,277 | $194.0K | 0.18% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,321 | $196.0K | 0.03% | +89+2.8% | Added |
| Point72 Hong Kong Ltd | 3,348 | $198.0K | 0.02% | +2,766+475.3% | Added |
| Hendershot Investments Inc. | 3,367 | $199.0K | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,378 | $200.0K | 0.02% | 00.0% | Unchanged |