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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 39,109 | $2.31M | 0.26% | +3,013+8.3% | Added |
| Alaska Permanent Fund Corp | 39,000 | $2.31M | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 38,956 | $2.31M | 0.26% | +4,634+13.5% | Added |
| Kendall Capital Management | 38,942 | $2.30M | 1.25% | +5,895+17.8% | Added |
| Mirador Capital Partners LP | 38,807 | $2.30M | 0.52% | +744+2.0% | Added |
| Logan Capital Management Inc | 38,568 | $2.28M | 0.11% | +30.0% | Added |
| Azzad Asset Management Inc | 38,400 | $2.27M | 0.34% | +8,170+27.0% | Added |
| Westover Capital Advisors, LLC | 38,157 | $2.26M | 0.71% | +2,940+8.3% | Added |
| Greenleaf Trust | 37,991 | $2.25M | 0.03% | −1,169−3.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 37,939 | $2.25M | 0.42% | 00.0% | Unchanged |
| Ledyard National Bank | 37,900 | $2.24M | 0.23% | +458+1.2% | Added |
| SWS Partners | 37,872 | $2.24M | 1.39% | +9,182+32.0% | Added |
| New England Research & Management, Inc. | 37,737 | $2.23M | 1.17% | +4,550+13.7% | Added |
| Gs Investments, Inc. | 37,657 | $2.23M | 1.17% | +37,657 | New |
| Stratos Wealth Advisors, LLC | 37,599 | $2.23M | 0.19% | −1,789−4.5% | Reduced |
| Apollon Wealth Management, LLC | 37,448 | $2.22M | 0.30% | +28,366+312.3% | Added |
| Guyasuta Investment Advisors Inc | 37,441 | $2.21M | 0.16% | +14,612+64.0% | Added |
| Strategic Wealth Advisors Group, LLC | 36,837 | $2.21M | 0.11% | −2,001−5.2% | Reduced |
| First Midwest Bank Trust Division | 37,233 | $2.20M | 0.31% | −7,158−16.1% | Reduced |
| Ancora Advisors, LLC | 37,221 | $2.20M | 0.06% | −457−1.2% | Reduced |
| Private Portfolio Partners LLC | 37,107 | $2.20M | 0.63% | −800−2.1% | Reduced |
| WealthTrust Asset Management, LLC | 37,067 | $2.19M | 1.95% | +163+0.4% | Added |
| Independent Advisor Alliance | 36,997 | $2.19M | 0.12% | +752+2.1% | Added |
| Strong Tower Advisory Services | 38,291 | $2.19M | 1.27% | +38,291 | New |
| Live Oak Private Wealth LLC | 36,873 | $2.18M | 0.45% | +2,775+8.1% | Added |
| Wolff Wiese Magana LLC | 36,869 | $2.18M | 1.54% | +6,735+22.4% | Added |
| World Asset Management Inc | 36,805 | $2.18M | 0.22% | −4,541−11.0% | Reduced |
| Crescent Capital Consulting, LLC | 36,762 | $2.18M | 0.40% | 00.0% | Unchanged |
| Choate Investment Advisors | 36,727 | $2.17M | 0.14% | −2,331−6.0% | Reduced |
| Aureus Asset Management, LLC | 36,506 | $2.16M | 0.14% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 36,433 | $2.16M | 1.70% | −1,330−3.5% | Reduced |
| Gladstone Institutional Advisory LLC | 36,395 | $2.15M | 0.21% | −986−2.6% | Reduced |
| American Portfolios Advisors | 36,327 | $2.15M | 0.08% | +1,693+4.9% | Added |
| Cowen and Company, LLC | 36,313 | $2.15M | 0.10% | +36,313 | New |
| Raab & Moskowitz Asset Management LLC | 36,298 | $2.15M | 0.78% | −1,357−3.6% | Reduced |
| Truehand, Inc | 36,190 | $2.14M | 1.27% | 00.0% | Unchanged |
| Cutler Group LP | 36,001 | $2.13M | 0.16% | +7,752+27.4% | Added |
| Cacti Asset Management LLC | 35,950 | $2.13M | 0.18% | 00.0% | Unchanged |
| Gifford Fong Associates | 35,899 | $2.12M | 0.41% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 35,802 | $2.12M | 0.39% | −29,740−45.4% | Reduced |
| Signaturefd, LLC | 35,691 | $2.11M | 0.07% | −1,502−4.0% | Reduced |
| Avantax Planning Partners, Inc. | 35,485 | $2.10M | 0.10% | −7,314−17.1% | Reduced |
| HBK Sorce Advisory LLC | 34,971 | $2.07M | 0.11% | −1,895−5.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,893 | $2.06M | 0.68% | +6,720+23.9% | Added |
| Clear Street Markets LLC | 34,800 | $2.06M | 0.45% | −39,436−53.1% | Reduced |
| Boyar Asset Management Inc. | 34,785 | $2.06M | 1.36% | −83−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 34,681 | $2.05M | 0.12% | 00.0% | Unchanged |
| Stonnington Group, LLC | 35,824 | $2.05M | 0.46% | −3,560−9.0% | Reduced |
| Stonebridge Capital Management Inc | 34,630 | $2.05M | 0.75% | −400−1.1% | Reduced |
| Koshinski Asset Management, Inc. | 34,597 | $2.05M | 0.18% | +15,909+85.1% | Added |
| NFJ Investment Group, LLC | 34,552 | $2.04M | 0.04% | −697−2.0% | Reduced |
| Chicago Capital, LLC | 34,493 | $2.04M | 0.08% | −1,000−2.8% | Reduced |
| Oxler Private Wealth LLC | 34,432 | $2.04M | 0.90% | −132−0.4% | Reduced |
| Premier Asset Management LLC | 34,411 | $2.04M | 0.28% | +11,746+51.8% | Added |
| Bellwether Advisors, LLC | 34,351 | $2.03M | 0.68% | −1,134−3.2% | Reduced |
| Hanson & Doremus Investment Management | 34,266 | $2.03M | 0.47% | −5,276−13.3% | Reduced |
| Arrow Financial Corp | 34,203 | $2.02M | 0.26% | −298−0.9% | Reduced |
| First City Capital Management, Inc. | 33,997 | $2.01M | 1.13% | −33−0.1% | Reduced |
| RKL Wealth Management LLC | 33,775 | $2.00M | 0.25% | −598−1.7% | Reduced |
| Cypress Asset Management Inc | 33,740 | $2.00M | 0.52% | −645−1.9% | Reduced |
| Summit Global Investments | 33,626 | $1.99M | 0.15% | −1,189−3.4% | Reduced |
| Corrado Advisors, LLC | 33,609 | $1.99M | 1.23% | +298+0.9% | Added |
| Regal Investment Advisors LLC | 33,622 | $1.99M | 0.19% | +7,668+29.5% | Added |
| Capula Management Ltd | 33,586 | $1.99M | 0.15% | +16,322+94.5% | Added |
| Buckingham Strategic Wealth, LLC | 33,535 | $1.98M | 0.04% | +2,839+9.2% | Added |
| Trust Co of Virginia | 33,420 | $1.98M | 0.22% | +140+0.4% | Added |
| Smith, Moore & Co. | 33,376 | $1.98M | 0.30% | +1,233+3.8% | Added |
| Proquility Private Wealth Partners, LLC | 33,332 | $1.97M | 0.75% | +905+2.8% | Added |
| MidWestOne Financial Group, Inc. | 33,232 | $1.97M | 0.46% | −4,319−11.5% | Reduced |
| YHB Investment Advisors, Inc. | 33,036 | $1.96M | 0.17% | −1,966−5.6% | Reduced |
| Moloney Securities Asset Management, LLC | 32,917 | $1.95M | 0.35% | −7,591−18.7% | Reduced |
| Vestcor Inc | 32,925 | $1.95M | 0.07% | −4,664−12.4% | Reduced |
| Campbell Newman Asset Management Inc | 32,826 | $1.94M | 0.20% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 32,526 | $1.94M | 0.47% | −887−2.7% | Reduced |
| Leelyn Smith, LLC | 32,675 | $1.93M | 0.56% | +80.0% | Added |
| TCG Advisory Services, LLC | 32,668 | $1.93M | 0.51% | +1,689+5.5% | Added |
| Ieq Capital, LLC | 32,615 | $1.93M | 0.05% | −472−1.4% | Reduced |
| DCF Advisers, LLC | 32,500 | $1.92M | 1.05% | −8,000−19.8% | Reduced |
| Karpas Strategies, LLC | 32,800 | $1.92M | 0.63% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 32,474 | $1.92M | 0.25% | +17,222+112.9% | Added |
| Charter Trust Co | 32,448 | $1.92M | 0.18% | −150.0% | Reduced |
| AMG National Trust Bank | 32,420 | $1.92M | 0.06% | −890−2.7% | Reduced |
| Sippican Capital Advisors | 32,405 | $1.92M | 1.66% | +674+2.1% | Added |
| Wolf Group Capital Advisors | 32,113 | $1.90M | 1.04% | −528−1.6% | Reduced |
| First National Bank & Trust Co of Newtown | 32,033 | $1.90M | 0.39% | −2,270−6.6% | Reduced |
| Malaga Cove Capital, LLC | 32,020 | $1.90M | 0.79% | +1,923+6.4% | Added |
| City Holding Co | 32,012 | $1.89M | 0.32% | −10,148−24.1% | Reduced |
| Pensionfund DSM Netherlands | 32,000 | $1.89M | 0.24% | −46,000−59.0% | Reduced |
| Fred Alger Management, LLC | 31,929 | $1.89M | 0.00% | −252−0.8% | Reduced |
| Equitable Trust Co | 31,921 | $1.89M | 0.12% | −1,224−3.7% | Reduced |
| AdvisorNet Financial, Inc | 31,834 | $1.88M | 0.13% | −37,318−54.0% | Reduced |
| Kempen Capital Management N.V. | 31,790 | $1.88M | 0.07% | +1,281+4.2% | Added |
| Independent Investors Inc | 31,775 | $1.88M | 0.47% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $1.88M | 0.64% | – | – |
| South Street Advisors LLC | 31,685 | $1.88M | 0.36% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 50,262 | $1.87M | 0.11% | +5,154+11.4% | Added |
| Resonant Capital Advisors, LLC | 31,276 | $1.87M | 0.32% | +4,153+15.3% | Added |
| Capital Markets Trading UK LLP | 30,735 | $1.86M | 1.45% | +30,735 | New |
| United Bank | 31,394 | $1.86M | 0.25% | +1,231+4.1% | Added |
| J.W. Cole Advisors, Inc. | 31,391 | $1.86M | 0.13% | +4,464+16.6% | Added |