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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 11,379 | $673.0K | 0.37% | +2,456+27.5% | Added |
| Coho Partners, Ltd. | 11,400 | $675.0K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 11,444 | $677.0K | 0.17% | +188+1.7% | Added |
| Madden Securities Corp | 11,455 | $678.0K | 0.37% | 00.0% | Unchanged |
| First Financial Corp | 11,487 | $679.0K | 0.45% | +100+0.9% | Added |
| Clear Perspective Advisors, LLC | 11,526 | $682.0K | 0.23% | −123−1.1% | Reduced |
| Occidental Asset Management, LLC | 11,596 | $686.0K | 0.18% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 11,620 | $688.0K | 0.09% | −740−6.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,624 | $688.0K | 0.03% | −331−2.8% | Reduced |
| Capital Financial Services, LLC | 11,629 | $688.0K | 0.84% | +170+1.5% | Added |
| IMS Capital Management | 11,627 | $688.0K | 0.40% | +532+4.8% | Added |
| Crew Capital Management, Ltd. | 11,683 | $691.0K | 0.64% | −250−2.1% | Reduced |
| Broderick Brian C | 11,700 | $692.0K | 0.18% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11,725 | $693.8K | 0.26% | +11+0.1% | Added |
| Roof Eidam & Maycock | 11,733 | $694.0K | 0.26% | 00.0% | Unchanged |
| Little House Capital LLC | 11,767 | $696.0K | 0.41% | +2,332+24.7% | Added |
| BOK Financial Private Wealth, Inc. | 11,780 | $697.0K | 0.06% | +2,084+21.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 11,799 | $698.0K | 0.10% | −317−2.6% | Reduced |
| Barry Investment Advisors, LLC | 11,799 | $698.0K | 0.19% | +463+4.1% | Added |
| FRG Family Wealth Advisors LLC | 11,846 | $701.0K | 0.14% | −815−6.4% | Reduced |
| Aspen Investment Management Inc | 11,855 | $701.0K | 0.37% | +2,479+26.4% | Added |
| Intersect Capital LLC | 11,960 | $708.0K | 0.12% | −844−6.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,958 | $708.0K | 0.32% | +155+1.3% | Added |
| Engine No. 1 LLC | 11,984 | $709.0K | 0.18% | +4,843+67.8% | Added |
| Valley Brook Capital Group | 12,014 | $710.0K | 0.70% | +5,070+73.0% | Added |
| P.A.W. Capital Corp | 12,000 | $710.0K | 0.63% | +12,000 | New |
| Strategic Advisors LLC | 12,033 | $712.0K | 0.15% | −4,119−25.5% | Reduced |
| XTX Topco Ltd | 12,108 | $716.0K | 0.24% | +6,260+107.0% | Added |
| CoreFirst Bank & Trust | 12,159 | $720.0K | 0.50% | −1,807−12.9% | Reduced |
| Howland Capital Management LLC | 12,162 | $720.0K | 0.04% | −400−3.2% | Reduced |
| Wunderlich Capital Managemnt | 12,205 | $722.0K | 0.35% | +12,205 | New |
| Armor Investment Advisors, LLC | 12,244 | $724.0K | 0.45% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 12,333 | $730.0K | 0.56% | −440−3.4% | Reduced |
| Winning Points Advisors, LLC | 12,411 | $734.0K | 0.55% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 12,441 | $736.0K | 0.13% | +3,439+38.2% | Added |
| Intercontinental Wealth Advisors, LLC | 12,460 | $737.0K | 0.17% | +29+0.2% | Added |
| Financial Advisors Network, Inc. | 12,418 | $738.0K | 0.17% | +1,147+10.2% | Added |
| Range Financial Group LLC | 12,487 | $739.0K | 0.53% | +331+2.7% | Added |
| 55I, LLC | 12,528 | $742.0K | 0.02% | +12,528 | New |
| Lion Street Advisors, LLC | 12,585 | $742.0K | 0.40% | +12,585 | New |
| First Foundation Advisors | 12,565 | $743.0K | 0.03% | +617+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,564 | $743.0K | 0.27% | +676+5.7% | Added |
| Appleton Partners Inc | 12,684 | $751.0K | 0.06% | +892+7.6% | Added |
| Change Path, LLC | 12,716 | $752.0K | 0.04% | +221+1.8% | Added |
| Wealth Dimensions Group, Ltd. | 12,703 | $752.0K | 0.48% | +571+4.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 12,702 | $752.0K | 0.34% | +12,702 | New |
| LVM Capital Management Ltd | 12,740 | $754.0K | 0.11% | −400−3.0% | Reduced |
| Wilen Investment Management Corp. | 12,838 | $754.0K | 0.62% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 12,751 | $754.0K | 0.43% | −25−0.2% | Reduced |
| Archford Capital Strategies, LLC | 12,774 | $756.0K | 0.18% | +122+1.0% | Added |
| Johnson Financial Group, Inc. | 12,816 | $759.0K | 0.05% | −900−6.6% | Reduced |
| Spears Abacus Advisors LLC | 12,848 | $760.0K | 0.05% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 12,841 | $760.0K | 0.51% | +6,565+104.6% | Added |
| Mark Stevens | 12,866 | $761.0K | 0.09% | −169−1.3% | Reduced |
| Hartline Investment Corp | 12,903 | $763.0K | 0.11% | −263−2.0% | Reduced |
| RFG Advisory, LLC | 12,983 | $768.0K | 0.06% | −242−1.8% | Reduced |
| Lake Street Financial LLC | 13,065 | $773.0K | 0.19% | +141+1.1% | Added |
| Cardinal Capital Management, Inc. | 13,100 | $775.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 13,165 | $779.0K | 0.10% | −4,786−26.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 13,283 | $786.0K | 0.29% | +800+6.4% | Added |
| Washington Trust Bank | 13,302 | $787.0K | 0.09% | +4,967+59.6% | Added |
| Keudell/Morrison Wealth Management | 13,399 | $793.0K | 0.34% | −801−5.6% | Reduced |
| Jones Financial Companies LLLP | 13,441 | $795.0K | 0.00% | −1,293−8.8% | Reduced |
| Northeast Investment Management | 13,431 | $795.0K | 0.04% | +680+5.3% | Added |
| K.J. Harrison & Partners Inc | 13,420 | $799.0K | 0.12% | 00.0% | Unchanged |
| Smith, Salley & Associates | 13,509 | $799.0K | 0.06% | +1,725+14.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,553 | $802.0K | 0.10% | −400−2.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,652 | $808.0K | 0.04% | −2,108−13.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,675 | $809.0K | 0.39% | −425−3.0% | Reduced |
| Loveless Wealth Management LLC | 13,712 | $811.0K | 0.49% | +889+6.9% | Added |
| Quadrant Capital Group LLC | 13,737 | $813.0K | 0.11% | −264−1.9% | Reduced |
| Orion Portfolio Solutions, LLC | 13,773 | $815.0K | 0.03% | −814−5.6% | Reduced |
| Diligent Investors, LLC | 12,199 | $815.0K | 0.28% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,775 | $816.0K | 0.06% | +6,203+81.9% | Added |
| RMB Capital Management, LLC | 13,801 | $817.0K | 0.03% | −945−6.4% | Reduced |
| Ironwood Financial, llc | 13,823 | $818.0K | 0.24% | +1,717+14.2% | Added |
| Nwam LLC | 13,821 | $818.0K | 0.07% | +2,085+17.8% | Added |
| Atwood & Palmer Inc | 13,871 | $821.0K | 0.07% | +50.0% | Added |
| Marble Harbor Investment Counsel, LLC | 13,878 | $821.0K | 0.11% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 13,870 | $821.0K | 0.15% | +1,103+8.6% | Added |
| Burney Co | 13,895 | $822.0K | 0.04% | +184+1.3% | Added |
| Invst, LLC | 13,913 | $823.0K | 0.13% | −68−0.5% | Reduced |
| Arkadios Wealth Advisors | 13,999 | $828.0K | 0.12% | −2,710−16.2% | Reduced |
| Scott Investment Partners LLP | 14,000 | $828.0K | 0.57% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,006 | $829.0K | 0.12% | −150−1.1% | Reduced |
| Traynor Capital Management, Inc. | 14,025 | $829.0K | 0.11% | +1,229+9.6% | Added |
| FORA Capital, LLC | 14,034 | $830.0K | 0.21% | −35,467−71.6% | Reduced |
| Investment Partners, Ltd. | 14,025 | $830.0K | 0.38% | −72−0.5% | Reduced |
| Bank of New Hampshire | 12,433 | $831.0K | 0.22% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 14,077 | $833.0K | 0.10% | −1,915−12.0% | Reduced |
| Charles Schwab Trust Co | 14,085 | $833.0K | 0.16% | +303+2.2% | Added |
| Boston Financial Mangement LLC | 14,127 | $836.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 14,208 | $840.0K | 0.24% | +745+5.5% | Added |
| Verition Fund Management LLC | 14,191 | $840.0K | 0.01% | +2,781+24.4% | Added |
| Bridgewater Advisors Inc. | 14,206 | $841.0K | 0.23% | −18,769−56.9% | Reduced |
| Texas Yale Capital Corp. | 14,221 | $841.0K | 0.05% | +60+0.4% | Added |
| Alta Wealth Advisors LLC | 14,236 | $842.0K | 0.61% | −6,012−29.7% | Reduced |
| Vectors Research Management, LLC | 14,246 | $843.0K | 0.20% | 00.0% | Unchanged |
| HNP Capital LLC | 14,246 | $843.0K | 0.21% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14,262 | $844.0K | 0.15% | +28+0.2% | Added |