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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 17,655 | $1.04M | 0.14% | −268−1.5% | Reduced |
| Journey Advisory Group, LLC | 17,646 | $1.04M | 0.34% | +4,019+29.5% | Added |
| Bayesian Capital Management, LP | 17,597 | $1.04M | 0.30% | +3,677+26.4% | Added |
| First Dallas Securities Inc. | 17,496 | $1.03M | 0.71% | +427+2.5% | Added |
| Morse Asset Management, Inc | 17,475 | $1.03M | 0.25% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 17,365 | $1.03M | 0.37% | −148−0.8% | Reduced |
| Accredited Investors Inc. | 17,374 | $1.03M | 0.11% | +41+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,348 | $1.03M | 0.44% | −230−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 17,335 | $1.03M | 0.24% | +2,668+18.2% | Added |
| Pictet North America Advisors SA | 17,282 | $1.02M | 0.10% | 00.0% | Unchanged |
| Knuff & Co LLC | 17,285 | $1.02M | 0.38% | +120+0.7% | Added |
| Ategra Capital Management, LLC | 17,287 | $1.02M | 0.52% | +10.0% | Added |
| Fountainhead AM, LLC | 17,243 | $1.02M | 0.49% | −4,692−21.4% | Reduced |
| Symmetry Partners, LLC | 17,211 | $1.02M | 0.07% | 00.0% | Unchanged |
| Central Bank & Trust Co | 17,170 | $1.02M | 0.17% | −524−3.0% | Reduced |
| Bath Savings Trust Co | 17,112 | $1.01M | 0.12% | +223+1.3% | Added |
| Estabrook Capital Management | 17,080 | $1.01M | 0.16% | −800−4.5% | Reduced |
| GQG Partners LLC | 17,071 | $1.01M | 0.00% | −154−0.9% | Reduced |
| Ameritas Investment Company, LLC | 17,052 | $1.01M | 0.05% | +12,658+288.1% | Added |
| DT Investment Partners, LLC | 17,008 | $1.01M | 0.14% | +3,083+22.1% | Added |
| Van Cleef Asset Management,Inc | 16,978 | $1.00M | 0.15% | −639−3.6% | Reduced |
| D.B. Root & Company, LLC | 16,999 | $1.00M | 0.39% | +224+1.3% | Added |
| Hotaling Investment Management, LLC | 16,964 | $1.00M | 0.42% | −147−0.9% | Reduced |
| Two Sigma Securities, LLC | 16,976 | $1.00M | 0.21% | +1,566+10.2% | Added |
| IHT Wealth Management, LLC | 16,949 | $1.00M | 0.08% | −7,319−30.2% | Reduced |
| 1832 Asset Management L.P. | 16,432 | $1.00M | 0.00% | +16,062+4,341.1% | Added |
| Kistler-Tiffany Companies, LLC | 16,888 | $999.0K | 0.23% | −936−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 16,889 | $999.0K | 0.08% | −675−3.8% | Reduced |
| Papp L Roy & Associates | 16,872 | $998.0K | 0.13% | −200−1.2% | Reduced |
| Physicians Financial Services, Inc. | 16,854 | $997.0K | 0.40% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 16,828 | $995.0K | 0.06% | −1,230−6.8% | Reduced |
| Fruth Investment Management | 16,784 | $993.0K | 0.31% | −70.0% | Reduced |
| Altium Wealth Management LLC | 16,773 | $992.0K | 0.07% | −15−0.1% | Reduced |
| Park Avenue Securities LLC | 16,693 | $988.0K | 0.02% | −6,468−27.9% | Reduced |
| Berkeley, Inc | 16,656 | $985.5K | 0.73% | +1,114+7.2% | Added |
| Prospera Financial Services Inc | 16,617 | $984.0K | 0.05% | −7,048−29.8% | Reduced |
| Good Life Advisors, LLC | 16,621 | $983.0K | 0.13% | +40+0.2% | Added |
| Everett Harris & Co | 16,620 | $983.0K | 0.02% | +450+2.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 16,600 | $982.0K | 0.52% | −1,800−9.8% | Reduced |
| Massmutual Trust Co FSB | 16,582 | $981.0K | 0.04% | +1,401+9.2% | Added |
| FinTrust Capital Advisors, LLC | 16,500 | $976.0K | 0.26% | −28,663−63.5% | Reduced |
| We Are One Seven, LLC | 16,669 | $974.0K | 0.12% | −1,242−6.9% | Reduced |
| Chesapeake Wealth Management | 16,450 | $973.0K | 0.35% | −3,249−16.5% | Reduced |
| Perkins Capital Management Inc | 16,450 | $973.0K | 0.60% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 16,435 | $972.0K | 0.18% | −1,949−10.6% | Reduced |
| Cowa, LLC | 16,403 | $971.0K | 0.56% | −7,121−30.3% | Reduced |
| Coldstream Capital Management Inc | 16,076 | $969.0K | 0.05% | +2,469+18.1% | Added |
| Pavion Blue Capital, LLC | 16,320 | $966.0K | 0.60% | +350+2.2% | Added |
| Spirit of America Management Corp | 16,250 | $962.0K | 0.21% | 00.0% | Unchanged |
| Farmers National Bank | 15,407 | $955.7K | 0.38% | −936−5.7% | Reduced |
| Diversified Trust Co | 16,117 | $954.0K | 0.03% | +621+4.0% | Added |
| PSI Advisors, LLC | 16,105 | $953.0K | 0.44% | −253−1.5% | Reduced |
| Dorchester Wealth Management Co | 16,069 | $951.0K | 0.23% | −1,199−6.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,078 | $951.0K | 0.13% | +2,080+14.9% | Added |
| HighTower Trust Services, LTA | 16,047 | $950.0K | 0.12% | +161+1.0% | Added |
| First Financial Bank - Trust Division | 16,033 | $948.0K | 0.10% | −16−0.1% | Reduced |
| Independence Bank of Kentucky | 16,014 | $948.0K | 0.41% | +115+0.7% | Added |
| Covenant Multifamily Offices, LLC | 16,003 | $947.0K | 0.17% | +1,162+7.8% | Added |
| Cornerstone Wealth Management, LLC | 15,953 | $944.0K | 0.10% | +98+0.6% | Added |
| NuWave Investment Management, LLC | 15,914 | $942.0K | 1.08% | +15,914 | New |
| Community Capital Management, Inc. | 15,700 | $929.0K | 0.96% | 00.0% | Unchanged |
| Krilogy Financial LLC | 15,697 | $929.0K | 0.09% | +7,438+90.1% | Added |
| Rehmann Capital Advisory Group | 15,691 | $928.4K | 0.09% | −384−2.4% | Reduced |
| River & Mercantile Asset Management LLP | 15,690 | $928.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 15,660 | $927.0K | 0.13% | −19,298−55.2% | Reduced |
| Kercheville Advisors, LLC | 15,651 | $926.0K | 0.44% | −7,806−33.3% | Reduced |
| Avidian Wealth Solutions, LLC | 15,537 | $919.0K | 0.07% | +5,445+54.0% | Added |
| Merit Financial Group, LLC | 15,510 | $918.0K | 0.10% | +88+0.6% | Added |
| Sawtooth Solutions, LLC | 15,493 | $916.0K | 0.14% | +3,281+26.9% | Added |
| Bender Robert & Associates | 15,425 | $913.0K | 0.26% | +66+0.4% | Added |
| Whalerock Point Partners, LLC | 15,344 | $908.0K | 0.35% | −73−0.5% | Reduced |
| Ridgewood Investments LLC | 15,222 | $901.0K | 0.61% | −1,500−9.0% | Reduced |
| Personal Capital Advisors Corp | 15,155 | $897.0K | 0.00% | −116,142−88.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 15,043 | $893.0K | 0.23% | −484−3.1% | Reduced |
| Lumina Fund Management LLC | 15,000 | $888.0K | 0.41% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 14,988 | $887.0K | 0.09% | +725+5.1% | Added |
| Saybrook Capital | 14,954 | $885.0K | 0.24% | −43−0.3% | Reduced |
| SOL Capital Management CO | 14,888 | $881.0K | 0.18% | −375−2.5% | Reduced |
| Legacy Private Trust Co. | 14,854 | $879.0K | 0.07% | −410−2.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,814 | $877.0K | 0.16% | −5,768−28.0% | Reduced |
| Waddell & Associates, LLC | 14,823 | $877.0K | 0.15% | +78+0.5% | Added |
| Westhampton Capital, LLC | 14,512 | $859.0K | 0.59% | −2,600−15.2% | Reduced |
| Claro Advisors LLC | 14,521 | $859.0K | 0.36% | −1,602−9.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,521 | $859.0K | 0.29% | +945+7.0% | Added |
| Arete Wealth Advisors, LLC | 14,510 | $859.0K | 0.09% | +53+0.4% | Added |
| Capital One Financial Corp | 14,485 | $857.0K | 0.11% | 00.0% | Unchanged |
| Mirova | 14,477 | $856.0K | 0.11% | +1,327+10.1% | Added |
| One Capital Management, LLC | 14,466 | $855.0K | 0.07% | +518+3.7% | Added |
| Cornerstone Capital, Inc. | 14,440 | $854.0K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 14,425 | $854.0K | 0.12% | +588+4.2% | Added |
| Arvest Bank Trust Division | 14,440 | $854.0K | 0.05% | +4,169+40.6% | Added |
| Crawford Investment Counsel Inc | 14,409 | $853.0K | 0.02% | +143+1.0% | Added |
| InTrack Investment Management Inc | 14,539 | $853.0K | 0.62% | +10,319+244.5% | Added |
| Evermay Wealth Management LLC | 14,390 | $851.0K | 0.16% | −17−0.1% | Reduced |
| Cohen Capital Management, Inc. | 14,350 | $849.0K | 0.15% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 14,305 | $846.0K | 0.02% | −251−1.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 14,294 | $846.0K | 0.40% | +16+0.1% | Added |
| Valley National Advisers Inc | 14,262 | $844.0K | 0.15% | +28+0.2% | Added |
| 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 |