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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 25,646 | $1.52M | 0.55% | +245+1.0% | Added |
| Montag A & Associates Inc | 25,622 | $1.52M | 0.08% | −160−0.6% | Reduced |
| Patriot Investment Management Inc. | 25,537 | $1.51M | 0.14% | +1,352+5.6% | Added |
| Monarch Capital Management Inc | 25,448 | $1.51M | 0.42% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 25,379 | $1.50M | 0.45% | +60+0.2% | Added |
| ARS Investment Partners, LLC | 25,361 | $1.50M | 0.15% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 25,352 | $1.50M | 0.34% | +1,088+4.5% | Added |
| First Quadrant L P | 25,333 | $1.50M | 0.17% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 25,334 | $1.50M | 0.13% | +2,018+8.7% | Added |
| First Heartland Consultants, Inc. | 25,317 | $1.50M | 0.23% | +179+0.7% | Added |
| Strategic Wealth Partners, Ltd. | 25,317 | $1.50M | 0.44% | +5,609+28.5% | Added |
| Bank of Hawaii | 25,300 | $1.50M | 0.08% | −465−1.8% | Reduced |
| Ethic Inc. | 25,249 | $1.49M | 0.15% | +5,744+29.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 25,206 | $1.49M | 0.35% | −354−1.4% | Reduced |
| Chatham Capital Group, Inc. | 25,165 | $1.49M | 0.29% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.48M | 0.49% | −12,000−32.4% | Reduced |
| Kamunting Street Capital Management, L.P. | 25,000 | $1.48M | 0.81% | +25,000 | New |
| Eads & Heald Wealth Management | 24,980 | $1.48M | 0.71% | +885+3.7% | Added |
| Arden Trust Co | 24,910 | $1.47M | 0.25% | −3,050−10.9% | Reduced |
| Schmidt P J Investment Management Inc | 25,315 | $1.47M | 0.29% | −1,875−6.9% | Reduced |
| Sterling Investment Management, Inc. | 24,875 | $1.47M | 0.94% | +1,051+4.4% | Added |
| Bowling Portfolio Management LLC | 24,818 | $1.47M | 0.33% | −348−1.4% | Reduced |
| Washington Trust Co | 24,802 | $1.47M | 0.04% | −1,936−7.2% | Reduced |
| TrimTabs Asset Management, LLC | 24,273 | $1.46M | 0.71% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 24,677 | $1.46M | 0.14% | −1,912−7.2% | Reduced |
| BBVA USA | 24,613 | $1.46M | 0.09% | −6,565−21.1% | Reduced |
| First Command Bank | 24,615 | $1.46M | 0.25% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 24,615 | $1.46M | 0.25% | 00.0% | Unchanged |
| swisspartners Ltd. | 24,500 | $1.45M | 1.12% | −6,000−19.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,513 | $1.45M | 0.17% | +15,919+185.2% | Added |
| True North Advisors, LLC | 24,374 | $1.44M | 0.28% | +4,278+21.3% | Added |
| Oarsman Capital, Inc. | 24,333 | $1.44M | 0.58% | −973−3.8% | Reduced |
| Schulhoff & Co Inc | 24,171 | $1.43M | 0.64% | −150−0.6% | Reduced |
| Castellan Group, LLC | 24,050 | $1.42M | 0.73% | −3,150−11.6% | Reduced |
| Assenagon Asset Management S.A. | 24,028 | $1.42M | 0.01% | +18,107+305.8% | Added |
| Mastrapasqua Asset Management Inc | 24,009 | $1.42M | 0.16% | −2,620−9.8% | Reduced |
| Citizens & Northern Corp | 23,991 | $1.42M | 0.54% | −490−2.0% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $1.42M | 0.15% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.42M | 0.70% | – | – |
| Sky Investment Group LLC | 23,921 | $1.42M | 0.31% | −37−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 23,895 | $1.41M | 0.92% | +1,000+4.4% | Added |
| Main Street Research LLC | 23,889 | $1.41M | 0.12% | −280−1.2% | Reduced |
| Longfellow Investment Management Co LLC | 23,873 | $1.41M | 0.23% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 23,843 | $1.41M | 0.46% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 25,415 | $1.41M | 0.09% | −393−1.5% | Reduced |
| Sciencast Management LP | 24,783 | $1.41M | 0.40% | +24,783 | New |
| Alhambra Investment Partners LLC | 23,723 | $1.40M | 1.07% | +1,194+5.3% | Added |
| Duff & Phelps Investment Management Co | 23,691 | $1.40M | 0.02% | −599−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 23,692 | $1.40M | 0.36% | −380−1.6% | Reduced |
| Foster & Motley Inc | 23,691 | $1.40M | 0.12% | +3,107+15.1% | Added |
| Wealthsource Partners, LLC | 23,565 | $1.39M | 0.12% | −745−3.1% | Reduced |
| Bridges Investment Management Inc | 23,554 | $1.39M | 0.04% | −198−0.8% | Reduced |
| Fort, L.P. | 23,541 | $1.39M | 0.46% | −2,189−8.5% | Reduced |
| Pflug Koory, LLC | 23,536 | $1.39M | 0.76% | −858−3.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 23,517 | $1.39M | 0.10% | +168+0.7% | Added |
| King Luther Capital Management Corp | 23,474 | $1.39M | 0.01% | −4,600−16.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,434 | $1.39M | 0.08% | +8,365+55.5% | Added |
| Essex Savings Bank | 20,714 | $1.39M | 0.50% | +689+3.4% | Added |
| J. W. Coons Advisors, LLC | 23,270 | $1.38M | 0.47% | −101−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 23,297 | $1.38M | 0.08% | −3,585−13.3% | Reduced |
| Fairfield, Bush & Co. | 23,275 | $1.38M | 0.45% | +1,240+5.6% | Added |
| Brewin Dolphin Ltd | 23,276 | $1.38M | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 23,250 | $1.38M | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 23,243 | $1.38M | 0.12% | −170−0.7% | Reduced |
| Formidable Asset Management, LLC | 23,230 | $1.38M | 0.26% | +12,383+114.2% | Added |
| TD Private Client Wealth LLC | 23,137 | $1.37M | 0.06% | +10,187+78.7% | Added |
| Quantbot Technologies LP | 23,099 | $1.37M | 0.10% | +23,099 | New |
| 180 Wealth Advisors, LLC | 23,373 | $1.36M | 0.30% | +556+2.4% | Added |
| Harbour Investment Management LLC | 22,990 | $1.36M | 0.69% | +22,990 | New |
| Hudson Valley Investment Advisors Inc | 22,968 | $1.36M | 0.23% | −785−3.3% | Reduced |
| Cobblestone Capital Advisors LLC | 22,943 | $1.36M | 0.09% | −701−3.0% | Reduced |
| Chesley Taft & Associates LLC | 22,941 | $1.36M | 0.08% | +75+0.3% | Added |
| Independent Financial Group, LLC | 22,878 | $1.35M | 0.14% | +806+3.7% | Added |
| Trust Co | 22,857 | $1.35M | 0.35% | +5,821+34.2% | Added |
| St Germain D J Co Inc | 22,817 | $1.35M | 0.08% | +112+0.5% | Added |
| Leisure Capital Management | 22,818 | $1.35M | 0.73% | +176+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 22,806 | $1.35M | 0.44% | +2,051+9.9% | Added |
| Minot Wealth Management LLC | 22,717 | $1.34M | 0.29% | +299+1.3% | Added |
| Dividend Assets Capital, LLC | 22,678 | $1.34M | 0.27% | −570−2.5% | Reduced |
| Pitcairn Co | 22,609 | $1.34M | 0.09% | −3,237−12.5% | Reduced |
| FDx Advisors, Inc. | 22,554 | $1.33M | 0.04% | −7,757−25.6% | Reduced |
| Personal Cfo Solutions, LLC | 22,561 | $1.33M | 0.27% | +5,220+30.1% | Added |
| FNY Investment Advisers, LLC | 22,570 | $1.33M | 0.62% | +22,570 | New |
| Intrust Bank NA | 22,405 | $1.33M | 0.18% | −1,464−6.1% | Reduced |
| Notis-McConarty Edward | 22,400 | $1.33M | 0.49% | +550+2.5% | Added |
| White Pine Capital LLC | 22,362 | $1.32M | 0.41% | 00.0% | Unchanged |
| Campbell Wealth Management | 22,346 | $1.32M | 0.18% | 00.0% | Unchanged |
| Fma Advisory Inc | 22,326 | $1.32M | 0.49% | −607−2.6% | Reduced |
| Legacy Bridge, LLC | 22,263 | $1.32M | 0.76% | −1,225−5.2% | Reduced |
| Greytown Advisors Inc. | 22,021 | $1.31M | 0.58% | −1,018−4.4% | Reduced |
| Wealthspire Advisors, LLC | 22,206 | $1.31M | 0.03% | +16,152+266.8% | Added |
| Centaurus Financial, Inc. | 22,126 | $1.31M | 0.11% | +990+4.7% | Added |
| Aurora Private Wealth, Inc. | 22,110 | $1.31M | 0.53% | −1,497−6.3% | Reduced |
| Level Four Advisory Services, LLC | 21,978 | $1.30M | 0.14% | −13,900−38.7% | Reduced |
| Trust Asset Management LLC | 21,946 | $1.30M | 0.18% | +1,434+7.0% | Added |
| Bellevue Asset Management, LLC | 21,682 | $1.30M | 0.79% | −54−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,875 | $1.29M | 0.23% | −71−0.3% | Reduced |
| Citizens Business Bank | 21,722 | $1.28M | 0.17% | +161+0.7% | Added |
| Brighton Jones LLC | 21,702 | $1.28M | 0.07% | +1,327+6.5% | Added |
| Nicolet Bankshares Inc | 21,616 | $1.28M | 0.33% | +1,280+6.3% | Added |