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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 9,031 | $534.0K | 0.10% | +394+4.6% | Added |
| Heck Capital Advisors, LLC | 9,065 | $536.4K | 0.11% | −148−1.6% | Reduced |
| Parkside Financial Bank & Trust | 9,068 | $537.0K | 0.16% | −4,899−35.1% | Reduced |
| Old Dominion Capital Management Inc | 9,076 | $537.0K | 0.11% | +56+0.6% | Added |
| Marcum Wealth, LLC | 9,095 | $538.0K | 0.08% | +2,116+30.3% | Added |
| Maple Capital Management, Inc. | 9,117 | $539.0K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 9,109 | $539.0K | 0.35% | −60−0.7% | Reduced |
| Cottage Street Advisors LLC | 9,081 | $542.0K | 0.36% | +103+1.1% | Added |
| Empowered Funds, LLC | 9,181 | $543.0K | 0.07% | +4,062+79.4% | Added |
| Brightworth | 9,195 | $544.0K | 0.05% | +473+5.4% | Added |
| Heron Financial Group, LLC | 9,246 | $547.0K | 0.30% | −10−0.1% | Reduced |
| Abbrea Capital, LLC | 9,207 | $549.0K | 0.08% | −1,315−12.5% | Reduced |
| River Wealth Advisors LLC | 9,331 | $552.0K | 0.09% | +1,392+17.5% | Added |
| Vanguard Capital Wealth Advisors | 9,350 | $553.0K | 0.42% | +2,069+28.4% | Added |
| Allred Capital Management, LLC | 9,422 | $558.0K | 0.29% | −759−7.5% | Reduced |
| Timber Creek Capital Management LLC | 9,435 | $558.0K | 0.18% | −85−0.9% | Reduced |
| Ironwood Investment Management LLC | 9,439 | $559.0K | 0.29% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 9,400 | $561.0K | 0.25% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 9,490 | $562.0K | 0.02% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 9,470 | $564.0K | 0.19% | +1,233+15.0% | Added |
| Crescent Grove Advisors, LLC | 9,545 | $569.0K | 0.06% | −3,600−27.4% | Reduced |
| Summit Financial Group Inc | 9,620 | $569.0K | 0.21% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 9,630 | $569.0K | 0.14% | +10.0% | Added |
| CapWealth Advisors, LLC | 9,615 | $569.0K | 0.06% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 9,633 | $570.0K | 0.39% | +2,563+36.3% | Added |
| Frisch Financial Group, Inc. | 9,675 | $572.0K | 0.19% | −211−2.1% | Reduced |
| Peddock Capital Advisors, LLC | 9,696 | $574.0K | 0.20% | −2,347−19.5% | Reduced |
| Mitchell Sinkler & Starr | 9,785 | $579.0K | 0.52% | −300−3.0% | Reduced |
| Tompkins Financial Corp | 9,801 | $580.0K | 0.11% | +9,801 | New |
| LCM Capital Management Inc | 9,851 | $583.0K | 0.49% | −163−1.6% | Reduced |
| Alphasimplex Group, LLC | 9,871 | $584.0K | 0.48% | −2,285−18.8% | Reduced |
| Abacus Planning Group, Inc. | 9,890 | $585.0K | 0.19% | +58+0.6% | Added |
| Balentine LLC | 9,911 | $586.0K | 0.02% | +921+10.2% | Added |
| Secure Asset Management, LLC | 9,930 | $588.0K | 0.29% | −422−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 9,978 | $590.0K | 0.05% | +9,000+920.2% | Added |
| Park Circle Co | 10,000 | $592.0K | 0.49% | 00.0% | Unchanged |
| Windsor Group LTD | 9,966 | $593.0K | 0.12% | +30+0.3% | Added |
| Tradition Wealth Management, LLC | 10,014 | $593.0K | 0.08% | +184+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,074 | $596.0K | 0.13% | +1,750+21.0% | Added |
| Koss-Olinger Consulting, LLC | 10,094 | $597.0K | 0.10% | −4,892−32.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 10,117 | $598.0K | 0.07% | −375−3.6% | Reduced |
| CNB Bank | 10,119 | $599.0K | 0.36% | −406−3.9% | Reduced |
| TRUE Private Wealth Advisors | 10,077 | $601.0K | 0.09% | −596−5.6% | Reduced |
| Benin Management CORP | 10,209 | $604.0K | 0.19% | −400−3.8% | Reduced |
| Franklin Street Advisors Inc | 10,206 | $604.0K | 0.05% | −181−1.7% | Reduced |
| Bar Harbor Trust Services | 10,286 | $609.0K | 0.19% | −119−1.1% | Reduced |
| Marietta Investment Partners LLC | 10,300 | $609.0K | 0.14% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,290 | $609.0K | 0.14% | +2,893+39.1% | Added |
| Cooper Financial Group | 10,311 | $610.0K | 0.13% | +439+4.4% | Added |
| Paradigm Capital Management Inc | 10,400 | $615.0K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 10,388 | $615.0K | 0.11% | +1,402+15.6% | Added |
| Beacon Financial Advisory LLC | 10,435 | $617.0K | 0.32% | +14+0.1% | Added |
| Clearview Wealth Advisors LLC | 10,489 | $621.0K | 0.39% | +427+4.2% | Added |
| North Star Asset Management Inc | 10,487 | $621.0K | 0.03% | +1,700+19.3% | Added |
| Trustco Bank Corp N Y | 10,521 | $622.0K | 0.58% | −826−7.3% | Reduced |
| WealthPLAN Partners, LLC | 10,882 | $622.0K | 0.04% | −191−1.7% | Reduced |
| CFM Wealth Partners LLC | 10,517 | $622.0K | 0.16% | +335+3.3% | Added |
| Eagle Bay Advisors LLC | 10,526 | $623.0K | 0.36% | +2,823+36.6% | Added |
| Sunflower Bank, N.A. | 10,541 | $624.0K | 0.09% | −2,283−17.8% | Reduced |
| International Assets Investment Management, LLC | 10,555 | $625.0K | 0.11% | −1,113−9.5% | Reduced |
| BKD Wealth Advisors, LLC | 10,574 | $626.0K | 0.03% | −452−4.1% | Reduced |
| Round Hill Asset Management | 10,584 | $626.0K | 0.31% | 00.0% | Unchanged |
| Ferris Capital, LLC | 10,575 | $626.0K | 0.13% | +10,575 | New |
| Dearborn Partners LLC | 10,591 | $627.0K | 0.03% | −225−2.1% | Reduced |
| First National Bank of South Miami | 10,592 | $627.0K | 0.42% | +511+5.1% | Added |
| Oakworth Capital, Inc. | 10,648 | $630.0K | 0.06% | −427−3.9% | Reduced |
| Modera Wealth Management, LLC | 10,676 | $632.0K | 0.03% | +3,430+47.3% | Added |
| Parthenon LLC | 10,701 | $633.0K | 0.10% | −576−5.1% | Reduced |
| Biltmore Family Office, LLC | 10,620 | $634.0K | 0.15% | 00.0% | Unchanged |
| Prudential PLC | 10,739 | $635.0K | 0.01% | +10,739 | New |
| Puzo Michael J | 10,784 | $638.0K | 0.20% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 10,792 | $639.0K | 0.14% | −5,790−34.9% | Reduced |
| Global Financial Private Client, LLC | 10,753 | $639.9K | 0.33% | +515+5.0% | Added |
| ARGI Investment Services, LLC | 10,820 | $640.0K | 0.02% | +1,493+16.0% | Added |
| Foster Dykema Cabot & Co Inc | 10,857 | $642.0K | 0.08% | +500+4.8% | Added |
| Atlas Capital Advisors LLC | 10,861 | $642.6K | 0.10% | −961−8.1% | Reduced |
| First Nebraska Trust Co | 10,865 | $642.9K | 0.08% | +300+2.8% | Added |
| Sovereign Financial Group, Inc. | 10,878 | $644.0K | 0.37% | −299−2.7% | Reduced |
| Knowledge Leaders Capital, LLC | 10,920 | $646.0K | 0.52% | +130+1.2% | Added |
| Sargent Investment Group, LLC | 10,947 | $648.0K | 0.16% | +335+3.2% | Added |
| Woodward Diversified Capital, LLC | 10,954 | $648.0K | 0.41% | +2,591+31.0% | Added |
| Wealth Alliance | 10,973 | $649.0K | 0.15% | −1,415−11.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,973 | $649.0K | 0.12% | −167−1.5% | Reduced |
| Field & Main Bank | 10,972 | $649.0K | 0.43% | −120−1.1% | Reduced |
| McDonald Partners LLC | 10,965 | $649.0K | 0.15% | +699+6.8% | Added |
| Hobart Private Capital, LLC | 11,012 | $651.6K | 0.26% | −530−4.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,990 | $655.0K | 0.08% | −1,813−14.2% | Reduced |
| Acropolis Investment Management, LLC | 11,622 | $655.0K | 0.08% | −950−7.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,055 | $655.0K | 0.10% | −78−0.7% | Reduced |
| Bristol John W & Co Inc | 11,070 | $655.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,080 | $656.0K | 0.05% | −3,074−21.7% | Reduced |
| Ifrah Financial Services, Inc. | 11,082 | $656.0K | 0.19% | +50+0.5% | Added |
| Somerville Kurt F | 11,107 | $657.0K | 0.10% | −875−7.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 11,130 | $659.0K | 0.42% | +1,995+21.8% | Added |
| Nichols & Pratt Advisers LLP | 11,100 | $660.0K | 0.05% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 11,211 | $663.0K | 0.07% | −725−6.1% | Reduced |
| Patton Albertson Miller Group, LLC | 11,240 | $665.0K | 0.13% | +2,670+31.2% | Added |
| Thomas White International Ltd | 11,273 | $667.0K | 0.10% | 00.0% | Unchanged |
| IAM Advisory, LLC | 11,613 | $667.0K | 0.28% | +11,613 | New |
| Lyell Wealth Management, LP | 11,288 | $673.0K | 0.08% | −1,550−12.1% | Reduced |