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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 14,236 | $842.0K | 0.61% | −6,012−29.7% | Reduced |
| Bridgewater Advisors Inc. | 14,206 | $841.0K | 0.23% | −18,769−56.9% | Reduced |
| Texas Yale Capital Corp. | 14,221 | $841.0K | 0.05% | +60+0.4% | Added |
| First PREMIER Bank | 14,208 | $840.0K | 0.24% | +745+5.5% | Added |
| Verition Fund Management LLC | 14,191 | $840.0K | 0.01% | +2,781+24.4% | Added |
| Boston Financial Mangement LLC | 14,127 | $836.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 14,077 | $833.0K | 0.10% | −1,915−12.0% | Reduced |
| Charles Schwab Trust Co | 14,085 | $833.0K | 0.16% | +303+2.2% | Added |
| Bank of New Hampshire | 12,433 | $831.0K | 0.22% | 00.0% | Unchanged |
| FORA Capital, LLC | 14,034 | $830.0K | 0.21% | −35,467−71.6% | Reduced |
| Investment Partners, Ltd. | 14,025 | $830.0K | 0.38% | −72−0.5% | Reduced |
| Van Hulzen Asset Management, LLC | 14,006 | $829.0K | 0.12% | −150−1.1% | Reduced |
| Traynor Capital Management, Inc. | 14,025 | $829.0K | 0.11% | +1,229+9.6% | Added |
| Arkadios Wealth Advisors | 13,999 | $828.0K | 0.12% | −2,710−16.2% | Reduced |
| Scott Investment Partners LLP | 14,000 | $828.0K | 0.57% | 00.0% | Unchanged |
| Invst, LLC | 13,913 | $823.0K | 0.13% | −68−0.5% | Reduced |
| Burney Co | 13,895 | $822.0K | 0.04% | +184+1.3% | Added |
| Atwood & Palmer Inc | 13,871 | $821.0K | 0.07% | +50.0% | Added |
| Marble Harbor Investment Counsel, LLC | 13,878 | $821.0K | 0.11% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 13,870 | $821.0K | 0.15% | +1,103+8.6% | Added |
| Ironwood Financial, llc | 13,823 | $818.0K | 0.24% | +1,717+14.2% | Added |
| Nwam LLC | 13,821 | $818.0K | 0.07% | +2,085+17.8% | Added |
| RMB Capital Management, LLC | 13,801 | $817.0K | 0.03% | −945−6.4% | Reduced |
| Jump Financial, LLC | 13,775 | $816.0K | 0.06% | +6,203+81.9% | Added |
| Orion Portfolio Solutions, LLC | 13,773 | $815.0K | 0.03% | −814−5.6% | Reduced |
| Diligent Investors, LLC | 12,199 | $815.0K | 0.28% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13,737 | $813.0K | 0.11% | −264−1.9% | Reduced |
| Loveless Wealth Management LLC | 13,712 | $811.0K | 0.49% | +889+6.9% | Added |
| Wealth Alliance Advisory Group, LLC | 13,675 | $809.0K | 0.39% | −425−3.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,652 | $808.0K | 0.04% | −2,108−13.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,553 | $802.0K | 0.10% | −400−2.9% | Reduced |
| K.J. Harrison & Partners Inc | 13,420 | $799.0K | 0.12% | 00.0% | Unchanged |
| Smith, Salley & Associates | 13,509 | $799.0K | 0.06% | +1,725+14.6% | Added |
| Jones Financial Companies LLLP | 13,441 | $795.0K | 0.00% | −1,293−8.8% | Reduced |
| Northeast Investment Management | 13,431 | $795.0K | 0.04% | +680+5.3% | Added |
| Keudell/Morrison Wealth Management | 13,399 | $793.0K | 0.34% | −801−5.6% | Reduced |
| Washington Trust Bank | 13,302 | $787.0K | 0.09% | +4,967+59.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 13,283 | $786.0K | 0.29% | +800+6.4% | Added |
| Capital Investment Advisory Services, LLC | 13,165 | $779.0K | 0.10% | −4,786−26.7% | Reduced |
| Cardinal Capital Management, Inc. | 13,100 | $775.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 13,065 | $773.0K | 0.19% | +141+1.1% | Added |
| RFG Advisory, LLC | 12,983 | $768.0K | 0.06% | −242−1.8% | Reduced |
| Hartline Investment Corp | 12,903 | $763.0K | 0.11% | −263−2.0% | Reduced |
| Mark Stevens | 12,866 | $761.0K | 0.09% | −169−1.3% | Reduced |
| Spears Abacus Advisors LLC | 12,848 | $760.0K | 0.05% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 12,841 | $760.0K | 0.51% | +6,565+104.6% | Added |
| Johnson Financial Group, Inc. | 12,816 | $759.0K | 0.05% | −900−6.6% | Reduced |
| Archford Capital Strategies, LLC | 12,774 | $756.0K | 0.18% | +122+1.0% | Added |
| LVM Capital Management Ltd | 12,740 | $754.0K | 0.11% | −400−3.0% | Reduced |
| Wilen Investment Management Corp. | 12,838 | $754.0K | 0.62% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 12,751 | $754.0K | 0.43% | −25−0.2% | Reduced |
| Change Path, LLC | 12,716 | $752.0K | 0.04% | +221+1.8% | Added |
| Wealth Dimensions Group, Ltd. | 12,703 | $752.0K | 0.48% | +571+4.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 12,702 | $752.0K | 0.34% | +12,702 | New |
| Appleton Partners Inc | 12,684 | $751.0K | 0.06% | +892+7.6% | Added |
| First Foundation Advisors | 12,565 | $743.0K | 0.03% | +617+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,564 | $743.0K | 0.27% | +676+5.7% | Added |
| 55I, LLC | 12,528 | $742.0K | 0.02% | +12,528 | New |
| Lion Street Advisors, LLC | 12,585 | $742.0K | 0.40% | +12,585 | New |
| Range Financial Group LLC | 12,487 | $739.0K | 0.53% | +331+2.7% | Added |
| Financial Advisors Network, Inc. | 12,418 | $738.0K | 0.17% | +1,147+10.2% | Added |
| Intercontinental Wealth Advisors, LLC | 12,460 | $737.0K | 0.17% | +29+0.2% | Added |
| Virtue Capital Management, LLC | 12,441 | $736.0K | 0.13% | +3,439+38.2% | Added |
| Winning Points Advisors, LLC | 12,411 | $734.0K | 0.55% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 12,333 | $730.0K | 0.56% | −440−3.4% | Reduced |
| Armor Investment Advisors, LLC | 12,244 | $724.0K | 0.45% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 12,205 | $722.0K | 0.35% | +12,205 | New |
| CoreFirst Bank & Trust | 12,159 | $720.0K | 0.50% | −1,807−12.9% | Reduced |
| Howland Capital Management LLC | 12,162 | $720.0K | 0.04% | −400−3.2% | Reduced |
| XTX Topco Ltd | 12,108 | $716.0K | 0.24% | +6,260+107.0% | Added |
| Strategic Advisors LLC | 12,033 | $712.0K | 0.15% | −4,119−25.5% | Reduced |
| Valley Brook Capital Group | 12,014 | $710.0K | 0.70% | +5,070+73.0% | Added |
| P.A.W. Capital Corp | 12,000 | $710.0K | 0.63% | +12,000 | New |
| Engine No. 1 LLC | 11,984 | $709.0K | 0.18% | +4,843+67.8% | Added |
| Intersect Capital LLC | 11,960 | $708.0K | 0.12% | −844−6.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,958 | $708.0K | 0.32% | +155+1.3% | Added |
| FRG Family Wealth Advisors LLC | 11,846 | $701.0K | 0.14% | −815−6.4% | Reduced |
| Aspen Investment Management Inc | 11,855 | $701.0K | 0.37% | +2,479+26.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 11,799 | $698.0K | 0.10% | −317−2.6% | Reduced |
| Barry Investment Advisors, LLC | 11,799 | $698.0K | 0.19% | +463+4.1% | Added |
| BOK Financial Private Wealth, Inc. | 11,780 | $697.0K | 0.06% | +2,084+21.5% | Added |
| Little House Capital LLC | 11,767 | $696.0K | 0.41% | +2,332+24.7% | Added |
| Roof Eidam & Maycock | 11,733 | $694.0K | 0.26% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11,725 | $693.8K | 0.26% | +11+0.1% | Added |
| Broderick Brian C | 11,700 | $692.0K | 0.18% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 11,683 | $691.0K | 0.64% | −250−2.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,620 | $688.0K | 0.09% | −740−6.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,624 | $688.0K | 0.03% | −331−2.8% | Reduced |
| Capital Financial Services, LLC | 11,629 | $688.0K | 0.84% | +170+1.5% | Added |
| IMS Capital Management | 11,627 | $688.0K | 0.40% | +532+4.8% | Added |
| Occidental Asset Management, LLC | 11,596 | $686.0K | 0.18% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 11,526 | $682.0K | 0.23% | −123−1.1% | Reduced |
| First Financial Corp | 11,487 | $679.0K | 0.45% | +100+0.9% | Added |
| Madden Securities Corp | 11,455 | $678.0K | 0.37% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 11,444 | $677.0K | 0.17% | +188+1.7% | Added |
| Coho Partners, Ltd. | 11,400 | $675.0K | 0.01% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 11,288 | $673.0K | 0.08% | −1,550−12.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,379 | $673.0K | 0.37% | +2,456+27.5% | Added |
| Thomas White International Ltd | 11,273 | $667.0K | 0.10% | 00.0% | Unchanged |
| IAM Advisory, LLC | 11,613 | $667.0K | 0.28% | +11,613 | New |