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 |
|---|---|---|---|---|---|
| Avion Wealth | 5,082 | $301.0K | 0.09% | 00.0% | Unchanged |
| CSS LLC | 5,100 | $302.0K | 0.02% | 00.0% | Unchanged |
| Summit X, LLC | 5,015 | $303.0K | 0.08% | −6,161−55.1% | Reduced |
| Hall Laurie J Trustee | 5,110 | $303.0K | 0.12% | −100−1.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,128 | $303.0K | 0.08% | +61+1.2% | Added |
| Zhang Financial LLC | 5,113 | $303.0K | 0.07% | +1,575+44.5% | Added |
| Wealth Advisors of Iowa, LLC | 5,173 | $306.0K | 0.17% | +16+0.3% | Added |
| Foster Group, Inc. | 5,182 | $307.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,185 | $307.0K | 0.07% | +665+14.7% | Added |
| Alpha Cubed Investments, LLC | 5,199 | $308.0K | 0.02% | −3,102−37.4% | Reduced |
| Csenge Advisory Group | 5,187 | $309.0K | 0.03% | −4,851−48.3% | Reduced |
| Beck Bode, LLC | 5,231 | $310.0K | 0.09% | −1,853−26.2% | Reduced |
| Advisor OS, LLC | 5,254 | $311.0K | 0.07% | −107−2.0% | Reduced |
| Sterneck Capital Management, LLC | 5,277 | $312.0K | 0.20% | +1,821+52.7% | Added |
| Wedgewood Partners Inc | 5,300 | $313.0K | 0.04% | −325−5.8% | Reduced |
| IMA Wealth, Inc. | 5,282 | $313.0K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 5,308 | $314.0K | 0.05% | −56−1.0% | Reduced |
| Enlightenment Research, LLC | 5,300 | $314.0K | 0.38% | +5,300 | New |
| MONECO Advisors, LLC | 5,327 | $315.0K | 0.12% | −556−9.5% | Reduced |
| Great Lakes Advisors, LLC | 5,331 | $315.0K | 0.00% | −485−8.3% | Reduced |
| Pacitti Group Inc. | 5,327 | $315.0K | 0.20% | – | – |
| Probity Advisors, Inc. | 5,320 | $315.0K | 0.07% | +317+6.3% | Added |
| Saratoga Research & Investment Management | 5,343 | $316.0K | 0.01% | 00.0% | Unchanged |
| Albert D Mason Inc | 5,340 | $316.0K | 0.20% | +160+3.1% | Added |
| Liberty Wealth Management LLC | 5,365 | $317.0K | 0.11% | −838−13.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,361 | $317.0K | 0.05% | +1,007+23.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,250 | $318.0K | 0.01% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 5,390 | $319.0K | 0.09% | −626−10.4% | Reduced |
| Becker Capital Management Inc | 5,395 | $319.0K | 0.01% | −166−3.0% | Reduced |
| Terry L. Blaker | 5,397 | $319.0K | 0.02% | +820+17.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,400 | $320.0K | 0.06% | −61,856−92.0% | Reduced |
| Meridian Wealth Advisors, LLC | 5,410 | $320.0K | 0.09% | +85+1.6% | Added |
| ARS Wealth Advisors Group, LLC | 5,404 | $320.0K | 0.06% | +5,404 | New |
| Riverbridge Partners LLC | 5,425 | $321.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 4,844 | $324.0K | 0.04% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 5,500 | $325.0K | 0.18% | −35−0.6% | Reduced |
| Adams Asset Advisors, LLC | 5,510 | $326.0K | 0.07% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,579 | $326.0K | 0.03% | +267+5.0% | Added |
| Lantz Financial LLC | 5,512 | $326.0K | 0.17% | +500+10.0% | Added |
| NorthRock Partners, LLC | 5,548 | $328.0K | 0.03% | +571+11.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,585 | $330.0K | 0.13% | −3,082−35.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,592 | $330.0K | 0.03% | 00.0% | Unchanged |
| Santori & Peters | 5,591 | $330.0K | 0.19% | +31+0.6% | Added |
| Kore Private Wealth LLC | 5,600 | $331.0K | 0.03% | −27−0.5% | Reduced |
| Columbus Macro, LLC | 5,567 | $331.0K | 0.11% | −49−0.9% | Reduced |
| Mattern Wealth Management LLC | 5,600 | $331.0K | 0.11% | +100+1.8% | Added |
| Clean Yield Group | 5,606 | $332.0K | 0.12% | +128+2.3% | Added |
| GPS Wealth Strategies Group, LLC | 5,643 | $334.0K | 0.08% | −25−0.4% | Reduced |
| RiverGlades Family Offices LLC | 5,650 | $334.0K | 0.26% | 00.0% | Unchanged |
| Forte Capital LLC | 5,640 | $334.0K | 0.05% | +37+0.7% | Added |
| BTR Capital Management Inc | 5,670 | $335.0K | 0.04% | −375−6.2% | Reduced |
| Hudock, Inc. | 5,691 | $336.0K | 0.10% | −742−11.5% | Reduced |
| Avestar Capital, LLC | 5,691 | $337.0K | 0.07% | −40,338−87.6% | Reduced |
| MEMBERS Trust Co | 5,564 | $337.0K | 0.01% | +710+14.6% | Added |
| Tempus Wealth Planning, LLC | 5,720 | $338.0K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,716 | $338.0K | 0.05% | +28+0.5% | Added |
| HMS Capital Management, LLC | 5,719 | $338.0K | 0.16% | +38+0.7% | Added |
| BSW Wealth Partners | 5,748 | $340.0K | 0.10% | −3,574−38.3% | Reduced |
| Overbrook Management Corp | 5,740 | $340.0K | 0.07% | −750−11.6% | Reduced |
| Oxford Financial Group Ltd | 5,794 | $343.0K | 0.04% | +337+6.2% | Added |
| Meridian Investment Counsel Inc. | 5,854 | $346.0K | 0.13% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 5,850 | $346.0K | 0.22% | +250+4.5% | Added |
| Tradewinds Capital Management, LLC | 5,840 | $346.0K | 0.06% | +663+12.8% | Added |
| Tiedemann Advisors, LLC | 5,795 | $347.0K | 0.02% | −3,566−38.1% | Reduced |
| Amussen Hunsaker Associates LLC | 5,917 | $350.0K | 0.10% | −158−2.6% | Reduced |
| Angeles Investment Advisors, LLC | 5,907 | $350.0K | 0.02% | +750+14.5% | Added |
| Independent Solutions Wealth Management, LLC | 5,929 | $350.8K | 0.09% | +1,000+20.3% | Added |
| Bridgeworth, LLC | 5,927 | $351.0K | 0.10% | −214−3.5% | Reduced |
| Proficio Capital Partners LLC | 5,924 | $351.0K | 0.05% | −80−1.3% | Reduced |
| Geller Advisors LLC | 5,906 | $352.0K | 0.08% | +5,906 | New |
| Sugarloaf Wealth Management, LLC | 5,972 | $353.0K | 0.09% | −2,574−30.1% | Reduced |
| Apriem Advisors | 5,971 | $353.0K | 0.05% | +122+2.1% | Added |
| Convergence Investment Partners, LLC | 5,968 | $353.0K | 0.19% | +953+19.0% | Added |
| Regent Peak Wealth Advisors LLC | 5,999 | $355.0K | 0.10% | −59−1.0% | Reduced |
| Perritt Capital Management Inc | 5,995 | $355.0K | 0.19% | +410+7.3% | Added |
| Calton & Associates, Inc. | 6,027 | $356.0K | 0.08% | −551−8.4% | Reduced |
| Eastern Bank | 6,016 | $356.0K | 0.02% | −33−0.5% | Reduced |
| Riversedge Advisors, LLC | 6,039 | $357.0K | 0.12% | +207+3.5% | Added |
| IFG Advisors, LLC | 6,044 | $358.0K | 0.16% | −100−1.6% | Reduced |
| Roosevelt Investment Group LLC | 6,052 | $358.0K | 0.02% | +100+1.7% | Added |
| BFT Financial Group, LLC | 6,059 | $359.0K | 0.07% | +848+16.3% | Added |
| First National Bank | 6,082 | $360.0K | 0.34% | +6,082 | New |
| McKinley Carter Wealth Services, Inc. | 6,118 | $362.0K | 0.03% | −268−4.2% | Reduced |
| Advisors Management Group Inc | 6,125 | $362.0K | 0.11% | −152−2.4% | Reduced |
| Connolly Sarah T. | 6,125 | $362.0K | 0.30% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 6,073 | $362.0K | 0.22% | 00.0% | Unchanged |
| Capital Square, LLC | 6,091 | $362.0K | 0.26% | +735+13.7% | Added |
| Profit Investment Management, LLC | 6,137 | $363.0K | 0.25% | 00.0% | Unchanged |
| L & S Advisors Inc | 6,134 | $363.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 6,142 | $363.4K | 0.13% | +400+7.0% | Added |
| Smith Shellnut Wilson LLC | 6,154 | $364.0K | 0.21% | +2,160+54.1% | Added |
| Marshall Wace, LLP | 6,158 | $365.0K | 0.00% | −51,576−89.3% | Reduced |
| RMR Wealth Builders | 6,170 | $365.0K | 0.11% | +356+6.1% | Added |
| M&R Capital Management Inc | 6,200 | $366.0K | 0.08% | +200+3.3% | Added |
| Insight Folios Inc | 6,188 | $366.0K | 0.20% | +6,188 | New |
| Measured Wealth Private Client Group, LLC | 6,217 | $368.0K | 0.14% | −926−13.0% | Reduced |
| Tiemann Investment Advisors, LLC | 6,226 | $368.0K | 0.17% | −300−4.6% | Reduced |
| Clark Financial Services Group Inc | 6,249 | $369.0K | 0.28% | +1,408+29.1% | Added |
| PFG Advisors | 6,257 | $370.0K | 0.04% | −30−0.5% | Reduced |
| Hall Capital Management Co Inc | 6,265 | $371.0K | 0.24% | 00.0% | Unchanged |