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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 7,385 | $437.0K | 0.02% | +8+0.1% | Added |
| Successful Portfolios LLC | 7,387 | $437.0K | 0.26% | +2,970+67.2% | Added |
| Baker Ellis Asset Management LLC | 7,696 | $439.0K | 0.08% | −350−4.3% | Reduced |
| HBW Advisory Services LLC | 7,428 | $440.0K | 0.11% | +1,265+20.5% | Added |
| Marino, Stram & Associates LLC | 7,461 | $441.0K | 0.15% | −13,173−63.8% | Reduced |
| VeraBank, N.A. | 7,471 | $442.0K | 0.25% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,488 | $443.0K | 0.02% | +264+3.7% | Added |
| Prentiss Smith & Co Inc | 7,501 | $444.0K | 0.23% | −380−4.8% | Reduced |
| Great Valley Advisor Group, Inc. | 7,511 | $445.0K | 0.03% | −620−7.6% | Reduced |
| EPG Wealth Management LLC | 7,544 | $446.0K | 0.18% | −42−0.6% | Reduced |
| Horst & Graben Wealth Management LLC | 7,536 | $446.0K | 0.12% | +32+0.4% | Added |
| A.R.T. Advisors, LLC | 7,530 | $446.0K | 24.85% | +7,530 | New |
| Lindbrook Capital, LLC | 7,549 | $447.0K | 0.12% | −204−2.6% | Reduced |
| West Family Investments, Inc. | 7,561 | $447.0K | 0.12% | +437+6.1% | Added |
| Fieldpoint Private Securities, LLC | 7,568 | $448.0K | 0.10% | −131−1.7% | Reduced |
| Chicago Partners Investment Group LLC | 7,593 | $449.0K | 0.03% | −859−10.2% | Reduced |
| Levy Wealth Management Group, LLC | 7,596 | $449.0K | 0.25% | +47+0.6% | Added |
| MBM Wealth Consultants, LLC | 7,585 | $449.0K | 0.20% | +726+10.6% | Added |
| O'Brien Greene & Co. Inc | 7,610 | $450.0K | 0.16% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 7,605 | $450.0K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7,630 | $451.0K | 0.10% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,627 | $451.0K | 0.05% | +99+1.3% | Added |
| Aspiriant, LLC | 7,658 | $453.0K | 0.03% | −125−1.6% | Reduced |
| LBMC Investment Advisors, LLC | 7,451 | $453.0K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,721 | $457.0K | 0.10% | −10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,756 | $458.0K | 0.04% | +1,290+20.0% | Added |
| Gilbert & Cook, Inc. | 7,763 | $459.0K | 0.08% | +2,935+60.8% | Added |
| Financial Advisory Service, Inc. | 7,776 | $460.0K | 0.04% | −3,470−30.9% | Reduced |
| Summit Asset Management, LLC | 7,780 | $460.0K | 0.14% | −545−6.5% | Reduced |
| Asset Management Corp | 7,785 | $461.0K | 0.29% | +19+0.2% | Added |
| Bank Hapoalim BM | 7,787 | $461.0K | 0.05% | +440+6.0% | Added |
| Maryland Capital Management | 7,811 | $462.0K | 0.03% | +472+6.4% | Added |
| Sunbelt Securities, Inc. | 6,868 | $462.0K | 0.08% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 7,834 | $462.0K | 0.07% | +915+13.2% | Added |
| Thoroughbred Financial Services, LLC | 7,841 | $463.0K | 0.11% | +245+3.2% | Added |
| Peoples Bank | 7,830 | $464.0K | 0.25% | −100−1.3% | Reduced |
| Financial Architects, Inc | 7,839 | $464.0K | 0.07% | +8+0.1% | Added |
| Boston Research & Management Inc | 7,864 | $465.0K | 0.14% | −705−8.2% | Reduced |
| Childress Capital Advisors, LLC | 7,882 | $465.0K | 0.19% | +1,461+22.8% | Added |
| Gould Asset Management LLC | 7,875 | $466.0K | 0.14% | −2,374−23.2% | Reduced |
| Aberdeen Wealth Management LLC | 7,879 | $466.0K | 0.45% | −683−8.0% | Reduced |
| RB Capital Management, LLC | 7,883 | $466.0K | 0.18% | −280−3.4% | Reduced |
| Focused Wealth Management, Inc | 7,896 | $467.0K | 0.08% | +24+0.3% | Added |
| Graypoint LLC | 7,912 | $468.0K | 0.06% | −1,286−14.0% | Reduced |
| Global Retirement Partners, LLC | 7,913 | $468.0K | 0.05% | +410+5.5% | Added |
| Townsend Asset Management Corp | 7,922 | $469.0K | 0.25% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 7,946 | $470.0K | 0.14% | +10+0.1% | Added |
| Red Door Wealth Management, LLC | 7,952 | $471.0K | 0.18% | −10.0% | Reduced |
| Wedgewood Investors Inc | 7,975 | $472.0K | 0.61% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 8,000 | $473.0K | 0.01% | −6,329−44.2% | Reduced |
| IVC Wealth Advisors LLC | 7,993 | $473.0K | 0.33% | −250−3.0% | Reduced |
| Old Mission Investment Co LLC | 8,020 | $474.5K | 0.19% | +175+2.2% | Added |
| Piscataqua Savings Bank | 8,052 | $476.0K | 0.41% | −145−1.8% | Reduced |
| Stephenson National Bank & Trust | 8,061 | $477.0K | 0.31% | +735+10.0% | Added |
| Grace & White Inc | 8,073 | $478.0K | 0.09% | −1,775−18.0% | Reduced |
| Diversified Portfolios, Inc. | 8,084 | $478.0K | 0.13% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8,100 | $479.0K | 0.03% | +1,137+16.3% | Added |
| Farmers Trust Co | 8,090 | $481.0K | 0.11% | +140+1.8% | Added |
| Main Street Financial Solutions, LLC | 8,181 | $484.0K | 0.07% | +1,149+16.3% | Added |
| Carolina Wealth Advisors, LLC | 8,203 | $485.0K | 0.32% | −289−3.4% | Reduced |
| Matrix Asset Advisors Inc | 8,190 | $485.0K | 0.07% | +6+0.1% | Added |
| Berkeley Capital Partners, LLC | 8,220 | $486.0K | 0.22% | −24−0.3% | Reduced |
| Hilton Capital Management, LLC | 8,226 | $487.0K | 0.05% | −489−5.6% | Reduced |
| Davis R M Inc | 8,244 | $488.0K | 0.01% | −282−3.3% | Reduced |
| Capital Investment Counsel, Inc | 8,256 | $489.0K | 0.11% | −750−8.3% | Reduced |
| Chilton Investment Co LLC | 8,256 | $489.0K | 0.01% | +1,100+15.4% | Added |
| Accurate Wealth Management, LLC | 8,466 | $490.0K | 0.43% | +1,743+25.9% | Added |
| Echo Street Capital Management LLC | 8,302 | $491.0K | 0.00% | +8,302 | New |
| Stelac Advisory Services LLC | 8,330 | $493.0K | 0.13% | −326−3.8% | Reduced |
| First Citizens Bank & Trust Co | 8,333 | $493.0K | 0.02% | −201−2.4% | Reduced |
| Laird Norton Trust Company, LLC | 8,332 | $493.0K | 0.05% | −144−1.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,381 | $496.0K | 0.29% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8,416 | $498.0K | 0.13% | −150−1.8% | Reduced |
| Cadence Bank NA | 8,427 | $499.0K | 0.15% | +59+0.7% | Added |
| Plancorp, LLC | 8,433 | $499.0K | 0.03% | +525+6.6% | Added |
| Pathstone Family Office, LLC | 8,407 | $499.0K | 0.01% | +1,274+17.9% | Added |
| Merrion Investment Management Co, LLC | 8,485 | $502.0K | 0.38% | +200+2.4% | Added |
| Israel Discount Bank of New York | 8,476 | $502.0K | 0.34% | +8,476 | New |
| Day & Ennis, LLC | 8,505 | $503.0K | 0.17% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 8,503 | $503.0K | 0.28% | +210+2.5% | Added |
| Lynch & Associates | 8,566 | $507.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Group, LLC | 8,512 | $508.0K | 0.11% | +120+1.4% | Added |
| Westbourne Investment Advisors, Inc. | 8,660 | $512.0K | 0.23% | −500−5.5% | Reduced |
| Linscomb & Williams, Inc. | 8,650 | $512.0K | 0.03% | +296+3.5% | Added |
| Schwerin Boyle Capital Management Inc | 8,675 | $513.0K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 8,896 | $514.0K | 0.04% | +8,896 | New |
| O'Dell Group, LLC | 8,702 | $515.0K | 0.16% | −249−2.8% | Reduced |
| Heritage Trust Co | 8,712 | $516.0K | 0.07% | +188+2.2% | Added |
| Altavista Wealth Management, Inc. | 8,747 | $518.0K | 0.12% | −311−3.4% | Reduced |
| Taylor Hoffman Wealth Management | 8,714 | $519.0K | 0.22% | +20.0% | Added |
| LCNB Corp | 8,811 | $521.0K | 0.26% | −260−2.9% | Reduced |
| Blue Fin Capital, Inc. | 8,858 | $524.0K | 0.16% | −297−3.2% | Reduced |
| Inverness Counsel LLC | 8,880 | $525.0K | 0.02% | −375−4.1% | Reduced |
| Shufro Rose & Co LLC | 8,882 | $526.0K | 0.04% | −2,927−24.8% | Reduced |
| SPC Financial, Inc. | 8,925 | $528.0K | 0.07% | +155+1.8% | Added |
| Intrua Financial, LLC | 9,355 | $528.0K | 0.10% | +9,355 | New |
| Davidson Trust Co | 8,945 | $529.0K | 0.40% | +275+3.2% | Added |
| Norway Savings Bank | 8,947 | $530.0K | 0.25% | +60+0.7% | Added |
| Highland Private Wealth Management | 8,988 | $532.0K | 0.08% | −306−3.3% | Reduced |
| Columbia Asset Management | 9,001 | $533.0K | 0.12% | 00.0% | Unchanged |