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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 31,292 | $1.85M | 1.01% | −2,440−7.2% | Reduced |
| Citizens Financial Group Inc | 31,226 | $1.85M | 0.07% | −1,347−4.1% | Reduced |
| Auxier Asset Management | 31,019 | $1.83M | 0.31% | −49−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,895 | $1.83M | 0.15% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 30,863 | $1.83M | 0.90% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30,865 | $1.83M | 0.28% | +20.0% | Added |
| Chicago Trust Co NA | 30,848 | $1.82M | 0.40% | +685+2.3% | Added |
| Beacon Investment Advisory Services, Inc. | 30,800 | $1.82M | 0.08% | −3,265−9.6% | Reduced |
| Credit Agricole S A | 30,750 | $1.82M | 0.07% | +12,794+71.3% | Added |
| CAPROCK Group, Inc. | 30,444 | $1.82M | 0.16% | −4,433−12.7% | Reduced |
| Altfest L J & Co Inc | 30,638 | $1.81M | 0.38% | −3,329−9.8% | Reduced |
| WMS Partners, LLC | 30,625 | $1.81M | 0.27% | +1,848+6.4% | Added |
| NTV Asset Management LLC | 30,592 | $1.81M | 0.31% | +500+1.7% | Added |
| GSB Wealth Management, LLC | 30,570 | $1.81M | 0.93% | −1,049−3.3% | Reduced |
| Zurich Insurance Group Ltd | 30,500 | $1.80M | 0.02% | 00.0% | Unchanged |
| Essex LLC | 30,466 | $1.80M | 0.50% | +30,466 | New |
| Concentric Wealth Management, LLC | 30,379 | $1.80M | 0.55% | +2,258+8.0% | Added |
| Selective Wealth Management, Inc. | 30,366 | $1.80M | 0.95% | −14,100−31.7% | Reduced |
| Cito Capital Group, LLC | 30,000 | $1.79M | 0.84% | −3,000−9.1% | Reduced |
| Spire Wealth Management | 30,177 | $1.79M | 0.05% | +1,729+6.1% | Added |
| Providence Capital Advisors, LLC | 30,184 | $1.79M | 0.56% | +2,142+7.6% | Added |
| Harbor Investment Advisory, LLC | 30,113 | $1.78M | 0.24% | −4,909−14.0% | Reduced |
| Ballentine Partners, LLC | 29,997 | $1.78M | 0.06% | −1,295−4.1% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.77M | 1.51% | 00.0% | Unchanged |
| Park National Corp | 29,919 | $1.77M | 0.07% | −1,840−5.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,879 | $1.77M | 1.16% | +168+0.6% | Added |
| Homrich & Berg | 29,667 | $1.75M | 0.04% | −1,494−4.8% | Reduced |
| Truvestments Capital LLC | 29,480 | $1.74M | 0.96% | +1,901+6.9% | Added |
| Beaumont Financial Partners, LLC | 29,433 | $1.74M | 0.13% | −328−1.1% | Reduced |
| KMG Fiduciary Partners, LLC | 29,420 | $1.74M | 0.30% | −1,068−3.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 29,401 | $1.74M | 0.21% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 29,283 | $1.74M | 1.49% | +398+1.4% | Added |
| Orleans Capital Management Corp | 29,290 | $1.73M | 1.11% | −165−0.6% | Reduced |
| Poehling Capital Management, LLC | 29,263 | $1.73M | 0.58% | +788+2.8% | Added |
| 44 Wealth Management LLC | 29,142 | $1.72M | 0.66% | −592−2.0% | Reduced |
| Washington Capital Management Inc | 29,075 | $1.72M | 1.52% | +4,325+17.5% | Added |
| Spinnaker Trust | 29,033 | $1.72M | 0.12% | +392+1.4% | Added |
| Manchester Capital Management LLC | 29,004 | $1.72M | 0.23% | +1,522+5.5% | Added |
| Leavell Investment Management, Inc. | 28,704 | $1.71M | 0.13% | −5,746−16.7% | Reduced |
| Keebeck Wealth Management, LLC | 28,559 | $1.70M | 0.34% | −883−3.0% | Reduced |
| Financial Advocates Investment Management | 22,660 | $1.70M | 0.12% | −16,386−42.0% | Reduced |
| Holderness Investments Co | 28,770 | $1.70M | 0.56% | −705−2.4% | Reduced |
| Granite Investment Partners, LLC | 28,714 | $1.70M | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 28,681 | $1.70M | 0.36% | −45,244−61.2% | Reduced |
| Capital City Trust Co | 28,589 | $1.69M | 0.52% | +877+3.2% | Added |
| Adirondack Trust Co | 28,869 | $1.69M | 0.80% | +308+1.1% | Added |
| Focus Financial Network, Inc. | 28,239 | $1.68M | 0.22% | −531−1.8% | Reduced |
| St. Louis Trust Co | 28,402 | $1.68M | 0.44% | −2,497−8.1% | Reduced |
| Telemus Capital, LLC | 28,289 | $1.67M | 0.14% | −7,586−21.1% | Reduced |
| Coastline Trust Co | 28,255 | $1.67M | 0.21% | −1,480−5.0% | Reduced |
| Quest Investment Management LLC | 28,175 | $1.67M | 0.15% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 28,149 | $1.67M | 0.07% | +4,242+17.7% | Added |
| Empirical Finance, LLC | 28,111 | $1.66M | 0.25% | +1,560+5.9% | Added |
| HealthInvest Partners AB | 28,000 | $1.66M | 2.48% | −119,000−81.0% | Reduced |
| Russell Clark Investment Management Ltd | 28,000 | $1.66M | 1.65% | 00.0% | Unchanged |
| Wintrust Investments LLC | 27,830 | $1.65M | 0.22% | +326+1.2% | Added |
| Hodges Capital Management Inc. | 27,659 | $1.64M | 0.12% | −17,036−38.1% | Reduced |
| Boston Family Office LLC | 27,652 | $1.64M | 0.12% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 27,499 | $1.63M | 0.75% | +1,566+6.0% | Added |
| NEXT Financial Group, Inc | 27,450 | $1.63M | 0.13% | +2,140+8.5% | Added |
| De Burlo Group Inc | 27,350 | $1.62M | 0.26% | +100+0.4% | Added |
| Cascade Investment Advisors, Inc. | 27,335 | $1.62M | 1.05% | +505+1.9% | Added |
| CAMG Solamere Management, LLC | 27,165 | $1.61M | 1.32% | +6,363+30.6% | Added |
| Wade G W & Inc | 27,102 | $1.60M | 0.08% | +167+0.6% | Added |
| Herold Advisors, Inc. | 27,073 | $1.60M | 0.62% | +27,073 | New |
| Headinvest, LLC | 27,043 | $1.60M | 0.30% | +920+3.5% | Added |
| Members Capital Advisors Inc | 27,000 | $1.60M | 0.87% | 00.0% | Unchanged |
| Hancock Whitney Corp | 26,955 | $1.60M | 0.06% | −1,251−4.4% | Reduced |
| Woodmont Investment Counsel LLC | 26,879 | $1.59M | 0.23% | −469−1.7% | Reduced |
| 9258 Wealth Management, LLC | 26,780 | $1.58M | 0.42% | −716−2.6% | Reduced |
| Rathbone Brothers plc | 26,736 | $1.58M | 0.02% | −120−0.4% | Reduced |
| Platform Technology Partners | 26,722 | $1.58M | 0.72% | −1,959−6.8% | Reduced |
| Hunter Associates Investment Management LLC | 26,707 | $1.58M | 0.51% | −12,000−31.0% | Reduced |
| Stolper Co | 26,652 | $1.58M | 0.75% | +513+2.0% | Added |
| Mount Vernon Associates Inc | 26,629 | $1.58M | 1.44% | +200+0.8% | Added |
| Americana Partners, LLC | 26,625 | $1.57M | 0.38% | +18,838+241.9% | Added |
| Fiduciary Group LLC | 26,989 | $1.57M | 0.18% | −525−1.9% | Reduced |
| Canton Hathaway, LLC | 26,538 | $1.57M | 0.45% | −4,505−14.5% | Reduced |
| Hikari Power Ltd | 26,450 | $1.56M | 0.16% | +7,410+38.9% | Added |
| HC Financial Advisors Inc | 26,403 | $1.56M | 0.94% | +2,406+10.0% | Added |
| Jensen Investment Management Inc | 26,375 | $1.56M | 0.01% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 26,286 | $1.55M | 1.04% | −405−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 23,264 | $1.55M | 0.17% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 26,130 | $1.55M | 1.08% | −781−2.9% | Reduced |
| Delta Financial Advisors LLC | 26,201 | $1.55M | 0.69% | +161+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 26,207 | $1.55M | 0.14% | +1,170+4.7% | Added |
| Monetary Management Group Inc | 26,192 | $1.55M | 0.43% | +2,250+9.4% | Added |
| Aries Wealth Management | 26,172 | $1.55M | 0.66% | +1,800+7.4% | Added |
| Deseret Mutual Benefit Administrators | 26,135 | $1.55M | 0.28% | +15,544+146.8% | Added |
| Bennicas & Associates, Inc. | 26,069 | $1.54M | 0.87% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 26,070 | $1.54M | 0.06% | +22+0.1% | Added |
| Dumont & Blake Investment Advisors LLC | 26,077 | $1.54M | 0.44% | +70+0.3% | Added |
| Optimum Investment Advisors | 26,055 | $1.54M | 0.65% | −11,723−31.0% | Reduced |
| Comerica Securities,inc. | 25,850 | $1.54M | 0.11% | +1,467+6.0% | Added |
| Sound View Wealth Advisors Group, LLC | 26,016 | $1.54M | 0.32% | +378+1.5% | Added |
| Chilton Capital Management LLC | 25,921 | $1.53M | 0.09% | −9,500−26.8% | Reduced |
| Perigon Wealth Management, LLC | 25,822 | $1.53M | 0.13% | −4,922−16.0% | Reduced |
| Janney Capital Management LLC | 25,798 | $1.53M | 0.10% | −1,197−4.4% | Reduced |
| First United Bank Trust | 25,737 | $1.52M | 0.62% | +565+2.2% | Added |
| Cypress Capital, LLC | 25,650 | $1.52M | 0.19% | +2,264+9.7% | Added |