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 |
|---|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 3,393 | $201.0K | 0.07% | −3,600−51.5% | Reduced |
| Moseley Investment Management Inc | 3,380 | $201.0K | 0.10% | −340−9.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,394 | $201.0K | 0.06% | +18+0.5% | Added |
| Mainstay Capital Management LLC | 3,406 | $202.0K | 0.12% | −19,711−85.3% | Reduced |
| Cedar Wealth Management, LLC | 3,408 | $202.0K | 0.09% | −100−2.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,412 | $202.0K | 0.07% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,406 | $202.0K | 0.02% | +60+1.8% | Added |
| Community Bank & Trust, Waco, Texas | 3,424 | $203.0K | 0.07% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,452 | $204.0K | 0.12% | −588−14.6% | Reduced |
| Banco Santander, S.A. | 3,441 | $204.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3,440 | $204.0K | 0.14% | +362+11.8% | Added |
| Firestone Capital Management | 3,057 | $204.0K | 0.07% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,467 | $205.0K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,463 | $205.0K | 0.04% | +5+0.1% | Added |
| JT Stratford LLC | 3,466 | $205.0K | 0.06% | +74+2.2% | Added |
| DF Dent & Co Inc | 3,483 | $206.0K | 0.00% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 3,479 | $206.0K | 0.11% | +157+4.7% | Added |
| Wealth Advisory Solutions, LLC | 3,474 | $206.0K | 0.05% | +3,474 | New |
| Traphagen Investment Advisors LLC | 1,240 | $206.6K | 0.04% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,505 | $207.0K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,503 | $207.0K | 0.05% | +10.0% | Added |
| Edge Capital Group, LLC | 3,495 | $207.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,509 | $207.0K | 0.05% | +1,032+41.7% | Added |
| Chase Investment Counsel Corp | 3,510 | $207.0K | 0.09% | +3,510 | New |
| Ashton Thomas Private Wealth, LLC | 3,512 | $207.8K | 0.03% | −443−11.2% | Reduced |
| Armbruster Capital Management, Inc. | 3,515 | $208.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,520 | $208.0K | 0.10% | +31+0.9% | Added |
| SkyView Investment Advisors, LLC | 3,522 | $208.0K | 0.06% | +174+5.2% | Added |
| Signet Financial Management, LLC | 3,511 | $208.0K | 0.04% | +3,511 | New |
| CFS Investment Advisory Services, LLC | 3,513 | $208.0K | 0.03% | +3,513 | New |
| Tranquility Partners, LLC | 3,529 | $209.0K | 0.11% | +3,529 | New |
| Pure Financial Advisors, Inc. | 3,558 | $211.0K | 0.02% | +112+3.3% | Added |
| Cardan Capital Partners, LLC | 3,590 | $212.0K | 0.02% | +105+3.0% | Added |
| Round Table Services, LLC | 3,583 | $212.0K | 0.05% | +500+16.2% | Added |
| Full Sail Capital, LLC | 3,602 | $213.0K | 0.02% | −300−7.7% | Reduced |
| S. R. Schill & Associates | 3,612 | $214.0K | 0.09% | +3,612 | New |
| Arbor Trust Wealth Advisors, LLC | 3,605 | $215.0K | 0.13% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 3,629 | $215.0K | 0.02% | +137+3.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $216.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,649 | $216.0K | 0.02% | +1,787+96.0% | Added |
| Summit Financial, LLC | 3,624 | $216.2K | 0.02% | +3,624 | New |
| Brave Asset Management Inc | 3,659 | $217.0K | 0.06% | −100−2.7% | Reduced |
| CRA Financial Services, LLC | 3,661 | $217.0K | 0.07% | +3+0.1% | Added |
| Westshore Wealth, LLC | 3,702 | $219.0K | 0.18% | −3,823−50.8% | Reduced |
| Symphony Financial, Ltd. Co. | 3,608 | $219.0K | 0.08% | −1,885−34.3% | Reduced |
| Northstar Asset Management LLC | 3,700 | $219.0K | 0.06% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,707 | $219.0K | 0.04% | +22+0.6% | Added |
| Howard Wealth Management, LLC | 3,728 | $220.0K | 0.12% | −125−3.2% | Reduced |
| Garde Capital, Inc. | 3,722 | $220.0K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 3,724 | $220.0K | 0.21% | +3,724 | New |
| Boltwood Capital Management | 3,760 | $222.0K | 0.09% | −626−14.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,751 | $222.0K | 0.02% | −208−5.3% | Reduced |
| MainStreet Investment Advisors LLC | 3,745 | $222.0K | 0.02% | 00.0% | Unchanged |
| Univest Financial Corp | 3,744 | $222.0K | 0.06% | +35+0.9% | Added |
| Key Financial Inc | 3,749 | $222.0K | 0.13% | +208+5.9% | Added |
| Lathrop Investment Management Corp | 3,762 | $223.0K | 0.05% | −1,100−22.6% | Reduced |
| Johanson Financial Advisors, Inc. | 3,770 | $223.0K | 0.08% | +560+17.4% | Added |
| Cahaba Wealth Management, Inc. | 3,778 | $223.0K | 0.03% | +3,778 | New |
| Cerro Pacific Wealth Advisors LLC | 3,788 | $224.0K | 0.16% | −76−2.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,807 | $225.0K | 0.04% | −100−2.6% | Reduced |
| MA Private Wealth | 3,805 | $225.0K | 0.04% | +20+0.5% | Added |
| Truepoint, Inc. | 3,799 | $225.0K | 0.01% | +106+2.9% | Added |
| Berger Financial Group, Inc | 3,798 | $225.0K | 0.04% | +197+5.5% | Added |
| Wealth Management Associates, Inc. | 3,818 | $225.9K | 0.13% | −5,264−58.0% | Reduced |
| German American Bancorp, Inc. | 3,816 | $226.0K | 0.03% | −125−3.2% | Reduced |
| Vantage Consulting Group Inc | 3,852 | $228.0K | 0.05% | +486+14.4% | Added |
| Heritage Wealth Advisors | 3,866 | $228.8K | 0.01% | −1,559−28.7% | Reduced |
| Rice Hall James & Associates, LLC | 3,870 | $229.0K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,865 | $229.0K | 0.08% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 3,887 | $230.0K | 0.07% | −41−1.0% | Reduced |
| Abacus Wealth Partners, LLC | 3,899 | $230.7K | 0.08% | +287+7.9% | Added |
| Doheny Asset Management | 3,929 | $232.0K | 0.17% | −630−13.8% | Reduced |
| Waterfront Wealth Inc. | 3,924 | $232.0K | 0.11% | +100+2.6% | Added |
| Freedom Day Solutions, LLC | 3,936 | $233.0K | 0.11% | −449−10.2% | Reduced |
| Yorktown Management & Research Co Inc | 3,930 | $233.0K | 0.18% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 3,937 | $233.0K | 0.15% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,933 | $233.0K | 0.03% | +10.0% | Added |
| Evoke Wealth, LLC | 3,942 | $235.0K | 0.01% | +108+2.8% | Added |
| Jag Capital Management, LLC | 3,964 | $235.0K | 0.02% | +627+18.8% | Added |
| Howard Capital Management Group, LLC | 3,994 | $236.0K | 0.02% | −45−1.1% | Reduced |
| Monticello Wealth Management, LLC | 3,988 | $236.0K | 0.02% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 4,001 | $237.0K | 0.00% | −18,474−82.2% | Reduced |
| Ssi Investment Management LLC | 4,013 | $237.0K | 0.01% | −305−7.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,111 | $237.0K | 0.19% | +10+0.2% | Added |
| JNBA Financial Advisors | 4,041 | $239.0K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,064 | $240.0K | 0.00% | −1,369−25.2% | Reduced |
| Cohen Lawrence B | 4,052 | $240.0K | 0.13% | −885−17.9% | Reduced |
| Shepherd Financial Partners LLC | 4,068 | $240.0K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,063 | $240.0K | 0.11% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 4,058 | $240.0K | 0.17% | +49+1.2% | Added |
| Inscription Capital, LLC | 4,035 | $241.0K | 0.08% | −11,957−74.8% | Reduced |
| First Citizens Financial Corp | 4,070 | $241.0K | 0.19% | −125−3.0% | Reduced |
| TFC Financial Management | 4,067 | $241.0K | 0.08% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,079 | $241.0K | 0.12% | +74+1.8% | Added |
| Perennial Investment Advisors, LLC | 4,094 | $241.0K | 0.09% | +752+22.5% | Added |
| Onyx Bridge Wealth Group LLC | 4,225 | $241.0K | 0.09% | +4,225 | New |
| Baron Silver Stevens Financial Advisors, LLC | 4,103 | $242.0K | 0.06% | −253−5.8% | Reduced |
| Qtron Investments LLC | 4,100 | $243.0K | 0.07% | −6,076−59.7% | Reduced |
| Coastal Bridge Advisors, LLC | 4,115 | $243.0K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 4,101 | $243.0K | 0.07% | 00.0% | Unchanged |