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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory, LLC | 6,270 | $371.0K | 0.27% | 00.0% | Unchanged |
| LMR Partners LLP | 6,265 | $371.0K | 0.01% | +6,265 | New |
| Harborview Advisors, LLC | 6,286 | $372.0K | 0.21% | +5+0.1% | Added |
| Golden State Equity Partners | 6,303 | $373.0K | 0.15% | −11,640−64.9% | Reduced |
| Weatherly Asset Management L. P. | 6,311 | $373.0K | 0.05% | 00.0% | Unchanged |
| Barings LLC | 6,336 | $375.0K | 0.01% | −3,842−37.7% | Reduced |
| FLC Capital Advisors | 6,330 | $375.0K | 0.11% | −141−2.2% | Reduced |
| Precision Wealth Strategies, LLC | 6,369 | $377.0K | 0.29% | +3,027+90.6% | Added |
| Burt Wealth Advisors | 6,383 | $378.0K | 0.12% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 6,393 | $378.0K | 0.14% | +833+15.0% | Added |
| Weaver Consulting Group | 6,404 | $379.0K | 0.21% | +264+4.3% | Added |
| Creative Financial Designs Inc | 6,438 | $381.0K | 0.06% | −206−3.1% | Reduced |
| King Wealth | 6,443 | $381.0K | 0.08% | −196−3.0% | Reduced |
| Mosaic Family Wealth, LLC | 6,445 | $381.0K | 0.11% | +670+11.6% | Added |
| Security National Bank of Sioux City Iowa | 6,448 | $382.0K | 0.29% | +6,448 | New |
| V Wealth Advisors LLC | 6,482 | $383.0K | 0.06% | +908+16.3% | Added |
| Bigelow Investment Advisors, LLC | 6,496 | $384.0K | 0.19% | −2,082−24.3% | Reduced |
| Gratus Capital LLC | 6,494 | $384.0K | 0.04% | +313+5.1% | Added |
| E&G Advisors, LP | 6,500 | $385.0K | 0.10% | +6,500 | Added |
| Tarbox Family Office, Inc. | 6,503 | $385.0K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,520 | $386.0K | 0.06% | −650−9.1% | Reduced |
| Osborne Partners Capital Management, LLC | 6,523 | $386.0K | 0.03% | +1,384+26.9% | Added |
| Sonora Investment Management, LLC | 6,536 | $387.0K | 0.05% | −838−11.4% | Reduced |
| Collective Family Office LLC | 6,533 | $387.0K | 0.17% | −205−3.0% | Reduced |
| Portland Global Advisors LLC | 6,538 | $387.0K | 0.07% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,571 | $389.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 6,588 | $390.0K | 0.29% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,605 | $391.0K | 0.17% | −144−2.1% | Reduced |
| Bedel Financial Consulting, Inc. | 6,601 | $391.0K | 0.13% | +5+0.1% | Added |
| Investors Asset Management of Georgia Inc | 6,651 | $394.0K | 0.20% | −100−1.5% | Reduced |
| Sittner & Nelson, LLC | 6,660 | $394.0K | 0.25% | +30.0% | Added |
| Trillium Asset Management, LLC | 6,668 | $395.0K | 0.01% | −350−5.0% | Reduced |
| Alliance Wealth Advisors, LLC | 6,668 | $395.0K | 0.35% | +5+0.1% | Added |
| JB Capital LLC | 6,676 | $395.0K | 0.05% | +6,676 | New |
| Colonial Trust Advisors | 6,694 | $396.0K | 0.05% | −150−2.2% | Reduced |
| Abbot Financial Management, Inc. | 6,685 | $396.0K | 0.18% | +850+14.6% | Added |
| Gsa Capital Partners LLP | 6,685 | $396.0K | 0.04% | +6,685 | New |
| Antonetti Capital Management LLC | 6,716 | $397.0K | 0.32% | +6,716 | New |
| Cheviot Value Management, LLC | 6,758 | $400.0K | 0.10% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,757 | $400.0K | 0.16% | +10.0% | Added |
| Community Bank of Raymore | 6,750 | $400.0K | 0.12% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,756 | $400.0K | 0.12% | +265+4.1% | Added |
| BCS Wealth Management | 6,776 | $401.0K | 0.17% | −308−4.3% | Reduced |
| SlateStone Wealth, LLC | 6,773 | $401.0K | 0.09% | −52−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 6,773 | $401.0K | 0.03% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,765 | $401.0K | 0.21% | +646+10.6% | Added |
| DCM Advisors, LLC | 6,798 | $402.0K | 0.15% | +3,469+104.2% | Added |
| Toews Corp | 6,800 | $402.0K | 0.05% | +6,800 | New |
| Sage Mountain Advisors LLC | 6,810 | $403.0K | 0.06% | −20.0% | Reduced |
| SP Asset Management | 7,152 | $404.0K | 0.04% | −2,553−26.3% | Reduced |
| Twin Lakes Capital Management, LLC | 6,827 | $404.0K | 0.24% | −19−0.3% | Reduced |
| Legacy Advisors, LLC | 6,835 | $404.0K | 0.16% | +362+5.6% | Added |
| Jarislowsky, Fraser Ltd | 6,846 | $405.0K | 0.00% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 6,862 | $406.0K | 0.26% | +628+10.1% | Added |
| McAdam, LLC | 6,899 | $408.0K | 0.05% | −16−0.2% | Reduced |
| Sanchez Wealth Management Group | 6,894 | $408.0K | 0.18% | −11−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,909 | $409.0K | 0.09% | −100−1.4% | Reduced |
| Gemmer Asset Management LLC | 6,936 | $410.0K | 0.06% | −117−1.7% | Reduced |
| Gables Capital Management Inc. | 6,959 | $412.0K | 0.27% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,970 | $412.0K | 0.03% | +619+9.7% | Added |
| E Fund Management Co., Ltd. | 6,915 | $412.0K | 0.02% | +6,915 | New |
| Paradigm Financial Partners, LLC | 7,001 | $413.0K | 0.10% | −16,832−70.6% | Reduced |
| Southeast Asset Advisors Inc. | 6,973 | $413.0K | 0.07% | −1,267−15.4% | Reduced |
| MCF Advisors LLC | 6,985 | $413.0K | 0.04% | +89+1.3% | Added |
| Guardian Capital Advisors LP | 7,050 | $415.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,963 | $415.0K | 0.04% | +287+4.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 7,036 | $416.0K | 0.19% | +759+12.1% | Added |
| Amica Retiree Medical Trust | 7,044 | $417.0K | 0.38% | −5,014−41.6% | Reduced |
| MJP Associates Inc | 7,043 | $417.0K | 0.14% | −1,530−17.8% | Reduced |
| AllSquare Wealth Management LLC | 7,050 | $417.0K | 0.25% | −709−9.1% | Reduced |
| Pacific Global Investment Management CO | 7,042 | $417.0K | 0.08% | +49+0.7% | Added |
| Acorn Wealth Advisors, LLC | 7,056 | $417.0K | 0.29% | +107+1.5% | Added |
| Bingham Osborn & Scarborough LLC | 7,062 | $418.0K | 0.03% | +285+4.2% | Added |
| First National Bank Sioux Falls | 7,070 | $418.0K | 0.70% | +4,000+130.3% | Added |
| Cohen Investment Advisors LLC | 7,100 | $420.0K | 0.32% | +41+0.6% | Added |
| TCI Wealth Advisors, Inc. | 7,109 | $421.0K | 0.07% | −1,497−17.4% | Reduced |
| Tobam | 7,134 | $422.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,184 | $424.0K | 0.20% | +110+1.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,160 | $424.0K | 0.02% | +7,160 | New |
| New South Capital Management Inc | 7,189 | $425.0K | 0.01% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,181 | $425.0K | 0.03% | +85+1.2% | Added |
| McLean Asset Management Corp | 7,309 | $426.0K | 0.16% | +1,034+16.5% | Added |
| Liontrust Investment Partners LLP | 7,200 | $426.0K | 0.01% | +7,200 | New |
| CX Institutional | 7,214 | $427.0K | 0.03% | −672−8.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,179 | $427.0K | 0.17% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 7,212 | $427.0K | 0.11% | +21+0.3% | Added |
| All Terrain Financial Advisors, LLC | 7,228 | $428.0K | 0.20% | 00.0% | Unchanged |
| Corundum Group, Inc. | 7,238 | $428.0K | 0.32% | +861+13.5% | Added |
| First Light Asset Management, LLC | 7,256 | $429.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 7,260 | $430.0K | 0.01% | −10,436−59.0% | Reduced |
| Domani Wealth, LLC | 7,265 | $430.0K | 0.09% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 7,264 | $430.0K | 0.34% | 00.0% | Unchanged |
| Bank of Stockton | 7,325 | $433.0K | 0.13% | −12−0.2% | Reduced |
| Cypress Wealth Services, LLC | 7,337 | $434.0K | 0.13% | −602−7.6% | Reduced |
| IFG Advisory, LLC | 7,342 | $434.0K | 0.05% | +74+1.0% | Added |
| Oak Asset Management, LLC | 7,638 | $435.0K | 0.18% | −85−1.1% | Reduced |
| Insight Advisors, LLC | 7,339 | $435.0K | 0.13% | +51+0.7% | Added |
| Security Asset Management | 7,355 | $435.0K | 0.18% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,350 | $435.0K | 0.07% | +3,076+72.0% | Added |
| Machina Capital S.A.S. | 7,348 | $435.0K | 0.94% | +3,093+72.7% | Added |