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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 21,326 | $1.26M | 0.40% | −115−0.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,291 | $1.26M | 0.63% | −1,575−6.9% | Reduced |
| KCS Wealth Advisory | 21,297 | $1.26M | 0.60% | +1,880+9.7% | Added |
| Montecito Bank & Trust | 21,256 | $1.26M | 0.24% | +1,079+5.3% | Added |
| Bray Capital Advisors | 21,219 | $1.26M | 0.32% | −1,378−6.1% | Reduced |
| Taylor Frigon Capital Management LLC | 21,118 | $1.25M | 0.40% | +723+3.5% | Added |
| Indiana Trust & Investment Management CO | 21,094 | $1.25M | 0.63% | −725−3.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 21,073 | $1.25M | 0.42% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,982 | $1.24M | 0.05% | +211+1.0% | Added |
| Clark Capital Management Group, Inc. | 20,867 | $1.24M | 0.02% | −778−3.6% | Reduced |
| Highlander Capital Management, LLC | 20,824 | $1.23M | 0.62% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 20,764 | $1.23M | 0.16% | +119+0.6% | Added |
| Delphi Management Inc | 20,733 | $1.23M | 1.26% | +611+3.0% | Added |
| Asset Dedication, LLC | 20,661 | $1.22M | 0.16% | +359+1.8% | Added |
| Mission Wealth Management, LP | 20,627 | $1.22M | 0.06% | −3,436−14.3% | Reduced |
| Neumann Capital Management, LLC | 20,544 | $1.22M | 0.55% | +1,000+5.1% | Added |
| HCR Wealth Advisors | 20,495 | $1.21M | 0.20% | +37+0.2% | Added |
| Birch Hill Investment Advisors LLC | 20,454 | $1.21M | 0.07% | −1,000−4.7% | Reduced |
| CPWM, LLC | 20,456 | $1.21M | 0.11% | +27+0.1% | Added |
| Excalibur Management Corp | 20,227 | $1.20M | 0.52% | +1,270+6.7% | Added |
| Archer Investment Corp | 20,145 | $1.19M | 0.45% | +2,245+12.5% | Added |
| Edgemoor Investment Advisors, Inc. | 20,120 | $1.19M | 0.14% | −162,872−89.0% | Reduced |
| Capital Asset Advisory Services LLC | 19,939 | $1.19M | 0.13% | +1,387+7.5% | Added |
| Quadrant Private Wealth Management, LLC | 20,057 | $1.19M | 0.49% | +432+2.2% | Added |
| Roman Butler Fullerton & Co | 20,848 | $1.19M | 0.55% | +3,130+17.7% | Added |
| Camden Capital, LLC | 19,952 | $1.18M | 0.24% | +10,663+114.8% | Added |
| Keating Investment Counselors Inc | 19,937 | $1.18M | 0.55% | −100−0.5% | Reduced |
| Spotlight Asset Group, Inc. | 19,950 | $1.18M | 0.59% | +50+0.3% | Added |
| Axiom Investment Management LLC | 19,977 | $1.18M | 1.19% | +19,977 | New |
| Mitchell McLeod Pugh & Williams Inc | 19,902 | $1.18M | 0.44% | +1,252+6.7% | Added |
| Assetmark, Inc | 19,824 | $1.17M | 0.01% | −1,196−5.7% | Reduced |
| Kovack Advisors, Inc. | 19,765 | $1.17M | 0.13% | −5,865−22.9% | Reduced |
| Court Place Advisors, LLC | 19,753 | $1.17M | 0.35% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 19,716 | $1.17M | 1.38% | +19,716 | New |
| Curbstone Financial Management Corp | 19,684 | $1.17M | 0.22% | −244−1.2% | Reduced |
| StoneX Group Inc. | 19,526 | $1.17M | 0.17% | +1,052+5.7% | Added |
| Checchi Capital Advisers, LLC | 19,680 | $1.16M | 0.14% | +203+1.0% | Added |
| Royal Harbor Partners, LLC | 19,636 | $1.16M | 0.83% | +172+0.9% | Added |
| United Bank | 19,565 | $1.16M | 0.73% | −675−3.3% | Reduced |
| Fulton Bank, N.A. | 19,567 | $1.16M | 0.05% | +5,370+37.8% | Added |
| Adalta Capital Management LLC | 19,298 | $1.15M | 0.64% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 19,430 | $1.15M | 0.15% | −49−0.3% | Reduced |
| Bell Bank | 19,412 | $1.15M | 0.14% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 19,395 | $1.15M | 0.00% | +5,584+40.4% | Added |
| Beaton Management Co. Inc. | 19,388 | $1.15M | 0.76% | +755+4.1% | Added |
| Hemenway Trust Co LLC | 19,370 | $1.15M | 0.12% | −955−4.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 19,348 | $1.15M | 0.29% | −1,286−6.2% | Reduced |
| Atlas Brown,Inc. | 19,343 | $1.15M | 0.50% | +20.0% | Added |
| Davidson Capital Management Inc. | 19,327 | $1.14M | 0.58% | +699+3.8% | Added |
| Private Wealth Advisors | 20,166 | $1.14M | 0.35% | −79−0.4% | Reduced |
| Grandfield & Dodd, LLC | 19,188 | $1.14M | 0.08% | +174+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 19,216 | $1.14M | 0.12% | +1,026+5.6% | Added |
| Moneta Group Investment Advisors LLC | 19,182 | $1.14M | 0.05% | −1,291−6.3% | Reduced |
| Coastal Investment Advisors, Inc. | 19,104 | $1.13M | 0.27% | +266+1.4% | Added |
| Snowden Capital Advisors LLC | 19,048 | $1.13M | 0.06% | +803+4.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,041 | $1.13M | 0.82% | −470−2.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 19,029 | $1.13M | 0.42% | +758+4.1% | Added |
| Gries Financial LLC | 19,005 | $1.13M | 0.35% | −150−0.8% | Reduced |
| Aull & Monroe Investment Management Corp | 18,927 | $1.12M | 0.55% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 18,877 | $1.12M | 0.33% | −9,418−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 18,882 | $1.12M | 0.29% | +3,083+19.5% | Added |
| Parisi Gray Wealth Management | 18,750 | $1.12M | 0.46% | −69−0.4% | Reduced |
| Cornerstone Advisory, LLC | 18,808 | $1.11M | 0.18% | +80.0% | Added |
| Sentry Investment Management LLC | 18,767 | $1.11M | 0.32% | −5,371−22.3% | Reduced |
| Sawgrass Asset Management LLC | 18,742 | $1.11M | 0.11% | −7,029−27.3% | Reduced |
| ZWJ Investment Counsel Inc | 18,736 | $1.11M | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 18,696 | $1.11M | 0.09% | +13,571+264.8% | Added |
| Humankind Investments LLC | 18,672 | $1.10M | 0.50% | +1,441+8.4% | Added |
| Old North State Trust, LLC | 18,662 | $1.10M | 0.98% | +320+1.7% | Added |
| Meristem Family Wealth, LLC | 18,586 | $1.10M | 0.11% | +8,516+84.6% | Added |
| Pictet & Cie (Europe) SA | 18,539 | $1.10M | 0.04% | −363−1.9% | Reduced |
| Zuckerman Investment Group, LLC | 18,542 | $1.10M | 0.18% | +42+0.2% | Added |
| Garrison Point Advisors, LLC | 18,536 | $1.10M | 0.80% | +120+0.7% | Added |
| Smithfield Trust Co | 18,494 | $1.09M | 0.07% | −1,935−9.5% | Reduced |
| Waldron Private Wealth LLC | 18,471 | $1.09M | 0.06% | −1,210−6.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 18,449 | $1.09M | 1.30% | +1,490+8.8% | Added |
| Meiji Yasuda Life Insurance Co | 18,425 | $1.09M | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 18,374 | $1.09M | 0.08% | −519−2.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,348 | $1.09M | 0.25% | −340−1.8% | Reduced |
| Wendell David Associates Inc | 18,299 | $1.08M | 0.12% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 18,252 | $1.08M | 0.01% | +667+3.8% | Added |
| ETF Managers Group, LLC | 17,964 | $1.08M | 0.02% | +2,889+19.2% | Added |
| Allegheny Financial Group LTD | 18,178 | $1.08M | 0.49% | +130+0.7% | Added |
| Ergoteles LLC | 18,116 | $1.07M | 0.04% | −253,920−93.3% | Reduced |
| Van Strum & Towne Inc. | 18,104 | $1.07M | 0.42% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 18,095 | $1.07M | 0.00% | +2,106+13.2% | Added |
| Aaron Wealth Advisors | 18,038 | $1.07M | 0.30% | −431−2.3% | Reduced |
| Fox Run Management, L.L.C. | 18,016 | $1.07M | 0.67% | +14,411+399.8% | Added |
| Exane Derivatives | 18,009 | $1.07M | 0.27% | +470+2.7% | Added |
| Jeppson Wealth Management, LLC | 18,015 | $1.06M | 0.56% | +35+0.2% | Added |
| Palisade Asset Management, LLC | 17,995 | $1.06M | 0.13% | +824+4.8% | Added |
| American National Registered Investment Advisor, Inc. | 17,921 | $1.06M | 0.38% | −32−0.2% | Reduced |
| Anchor Investment Management, LLC | 17,883 | $1.06M | 0.15% | +1,251+7.5% | Added |
| Hollencrest Capital Management | 17,799 | $1.05M | 0.09% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 17,803 | $1.05M | 0.21% | +877+5.2% | Added |
| Allworth Financial LP | 17,760 | $1.05M | 0.02% | +8,108+84.0% | Added |
| Human Investing LLC | 17,724 | $1.05M | 0.25% | −99−0.6% | Reduced |
| Midwest Wealth Management Inc. | 17,724 | $1.05M | 0.72% | +996+6.0% | Added |
| Cassia Capital Partners, LLC | 17,724 | $1.05M | 0.72% | +17,724 | New |
| American Research & Management Co. | 17,720 | $1.05M | 0.24% | −1,275−6.7% | Reduced |