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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 11,240 | $665.0K | 0.13% | +2,670+31.2% | Added |
| Cape Cod Five Cents Savings Bank | 11,211 | $663.0K | 0.07% | −725−6.1% | Reduced |
| Nichols & Pratt Advisers LLP | 11,100 | $660.0K | 0.05% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 11,130 | $659.0K | 0.42% | +1,995+21.8% | Added |
| Somerville Kurt F | 11,107 | $657.0K | 0.10% | −875−7.3% | Reduced |
| Ritholtz Wealth Management | 11,080 | $656.0K | 0.05% | −3,074−21.7% | Reduced |
| Ifrah Financial Services, Inc. | 11,082 | $656.0K | 0.19% | +50+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 10,990 | $655.0K | 0.08% | −1,813−14.2% | Reduced |
| Acropolis Investment Management, LLC | 11,622 | $655.0K | 0.08% | −950−7.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,055 | $655.0K | 0.10% | −78−0.7% | Reduced |
| Bristol John W & Co Inc | 11,070 | $655.0K | 0.01% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 11,012 | $651.6K | 0.26% | −530−4.6% | Reduced |
| Wealth Alliance | 10,973 | $649.0K | 0.15% | −1,415−11.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,973 | $649.0K | 0.12% | −167−1.5% | Reduced |
| Field & Main Bank | 10,972 | $649.0K | 0.43% | −120−1.1% | Reduced |
| McDonald Partners LLC | 10,965 | $649.0K | 0.15% | +699+6.8% | Added |
| Sargent Investment Group, LLC | 10,947 | $648.0K | 0.16% | +335+3.2% | Added |
| Woodward Diversified Capital, LLC | 10,954 | $648.0K | 0.41% | +2,591+31.0% | Added |
| Knowledge Leaders Capital, LLC | 10,920 | $646.0K | 0.52% | +130+1.2% | Added |
| Sovereign Financial Group, Inc. | 10,878 | $644.0K | 0.37% | −299−2.7% | Reduced |
| First Nebraska Trust Co | 10,865 | $642.9K | 0.08% | +300+2.8% | Added |
| Atlas Capital Advisors LLC | 10,861 | $642.6K | 0.10% | −961−8.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 10,857 | $642.0K | 0.08% | +500+4.8% | Added |
| ARGI Investment Services, LLC | 10,820 | $640.0K | 0.02% | +1,493+16.0% | Added |
| Global Financial Private Client, LLC | 10,753 | $639.9K | 0.33% | +515+5.0% | Added |
| Marietta Wealth Management, LLC | 10,792 | $639.0K | 0.14% | −5,790−34.9% | Reduced |
| Puzo Michael J | 10,784 | $638.0K | 0.20% | 00.0% | Unchanged |
| Prudential PLC | 10,739 | $635.0K | 0.01% | +10,739 | New |
| Biltmore Family Office, LLC | 10,620 | $634.0K | 0.15% | 00.0% | Unchanged |
| Parthenon LLC | 10,701 | $633.0K | 0.10% | −576−5.1% | Reduced |
| Modera Wealth Management, LLC | 10,676 | $632.0K | 0.03% | +3,430+47.3% | Added |
| Oakworth Capital, Inc. | 10,648 | $630.0K | 0.06% | −427−3.9% | Reduced |
| Dearborn Partners LLC | 10,591 | $627.0K | 0.03% | −225−2.1% | Reduced |
| First National Bank of South Miami | 10,592 | $627.0K | 0.42% | +511+5.1% | Added |
| BKD Wealth Advisors, LLC | 10,574 | $626.0K | 0.03% | −452−4.1% | Reduced |
| Round Hill Asset Management | 10,584 | $626.0K | 0.31% | 00.0% | Unchanged |
| Ferris Capital, LLC | 10,575 | $626.0K | 0.13% | +10,575 | New |
| International Assets Investment Management, LLC | 10,555 | $625.0K | 0.11% | −1,113−9.5% | Reduced |
| Sunflower Bank, N.A. | 10,541 | $624.0K | 0.09% | −2,283−17.8% | Reduced |
| Eagle Bay Advisors LLC | 10,526 | $623.0K | 0.36% | +2,823+36.6% | Added |
| Trustco Bank Corp N Y | 10,521 | $622.0K | 0.58% | −826−7.3% | Reduced |
| WealthPLAN Partners, LLC | 10,882 | $622.0K | 0.04% | −191−1.7% | Reduced |
| CFM Wealth Partners LLC | 10,517 | $622.0K | 0.16% | +335+3.3% | Added |
| Clearview Wealth Advisors LLC | 10,489 | $621.0K | 0.39% | +427+4.2% | Added |
| North Star Asset Management Inc | 10,487 | $621.0K | 0.03% | +1,700+19.3% | Added |
| Beacon Financial Advisory LLC | 10,435 | $617.0K | 0.32% | +14+0.1% | Added |
| Paradigm Capital Management Inc | 10,400 | $615.0K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 10,388 | $615.0K | 0.11% | +1,402+15.6% | Added |
| Cooper Financial Group | 10,311 | $610.0K | 0.13% | +439+4.4% | Added |
| Bar Harbor Trust Services | 10,286 | $609.0K | 0.19% | −119−1.1% | Reduced |
| Marietta Investment Partners LLC | 10,300 | $609.0K | 0.14% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,290 | $609.0K | 0.14% | +2,893+39.1% | Added |
| Benin Management CORP | 10,209 | $604.0K | 0.19% | −400−3.8% | Reduced |
| Franklin Street Advisors Inc | 10,206 | $604.0K | 0.05% | −181−1.7% | Reduced |
| TRUE Private Wealth Advisors | 10,077 | $601.0K | 0.09% | −596−5.6% | Reduced |
| CNB Bank | 10,119 | $599.0K | 0.36% | −406−3.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 10,117 | $598.0K | 0.07% | −375−3.6% | Reduced |
| Koss-Olinger Consulting, LLC | 10,094 | $597.0K | 0.10% | −4,892−32.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,074 | $596.0K | 0.13% | +1,750+21.0% | Added |
| Windsor Group LTD | 9,966 | $593.0K | 0.12% | +30+0.3% | Added |
| Tradition Wealth Management, LLC | 10,014 | $593.0K | 0.08% | +184+1.9% | Added |
| Park Circle Co | 10,000 | $592.0K | 0.49% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 9,978 | $590.0K | 0.05% | +9,000+920.2% | Added |
| Secure Asset Management, LLC | 9,930 | $588.0K | 0.29% | −422−4.1% | Reduced |
| Balentine LLC | 9,911 | $586.0K | 0.02% | +921+10.2% | Added |
| Abacus Planning Group, Inc. | 9,890 | $585.0K | 0.19% | +58+0.6% | Added |
| Alphasimplex Group, LLC | 9,871 | $584.0K | 0.48% | −2,285−18.8% | Reduced |
| LCM Capital Management Inc | 9,851 | $583.0K | 0.49% | −163−1.6% | Reduced |
| Tompkins Financial Corp | 9,801 | $580.0K | 0.11% | +9,801 | New |
| Mitchell Sinkler & Starr | 9,785 | $579.0K | 0.52% | −300−3.0% | Reduced |
| Peddock Capital Advisors, LLC | 9,696 | $574.0K | 0.20% | −2,347−19.5% | Reduced |
| Frisch Financial Group, Inc. | 9,675 | $572.0K | 0.19% | −211−2.1% | Reduced |
| St. Clair Advisors, LLC | 9,633 | $570.0K | 0.39% | +2,563+36.3% | Added |
| Crescent Grove Advisors, LLC | 9,545 | $569.0K | 0.06% | −3,600−27.4% | Reduced |
| Summit Financial Group Inc | 9,620 | $569.0K | 0.21% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 9,630 | $569.0K | 0.14% | +10.0% | Added |
| CapWealth Advisors, LLC | 9,615 | $569.0K | 0.06% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 9,470 | $564.0K | 0.19% | +1,233+15.0% | Added |
| Bowen Hanes & Co Inc | 9,490 | $562.0K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 9,400 | $561.0K | 0.25% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 9,439 | $559.0K | 0.29% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 9,422 | $558.0K | 0.29% | −759−7.5% | Reduced |
| Timber Creek Capital Management LLC | 9,435 | $558.0K | 0.18% | −85−0.9% | Reduced |
| Vanguard Capital Wealth Advisors | 9,350 | $553.0K | 0.42% | +2,069+28.4% | Added |
| River Wealth Advisors LLC | 9,331 | $552.0K | 0.09% | +1,392+17.5% | Added |
| Abbrea Capital, LLC | 9,207 | $549.0K | 0.08% | −1,315−12.5% | Reduced |
| Heron Financial Group, LLC | 9,246 | $547.0K | 0.30% | −10−0.1% | Reduced |
| Brightworth | 9,195 | $544.0K | 0.05% | +473+5.4% | Added |
| Empowered Funds, LLC | 9,181 | $543.0K | 0.07% | +4,062+79.4% | Added |
| Cottage Street Advisors LLC | 9,081 | $542.0K | 0.36% | +103+1.1% | Added |
| Maple Capital Management, Inc. | 9,117 | $539.0K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 9,109 | $539.0K | 0.35% | −60−0.7% | Reduced |
| Marcum Wealth, LLC | 9,095 | $538.0K | 0.08% | +2,116+30.3% | Added |
| Parkside Financial Bank & Trust | 9,068 | $537.0K | 0.16% | −4,899−35.1% | Reduced |
| Old Dominion Capital Management Inc | 9,076 | $537.0K | 0.11% | +56+0.6% | Added |
| Heck Capital Advisors, LLC | 9,065 | $536.4K | 0.11% | −148−1.6% | Reduced |
| Wealth Architects, LLC | 9,031 | $534.0K | 0.10% | +394+4.6% | Added |
| Columbia Asset Management | 9,001 | $533.0K | 0.12% | 00.0% | Unchanged |
| Highland Private Wealth Management | 8,988 | $532.0K | 0.08% | −306−3.3% | Reduced |
| Norway Savings Bank | 8,947 | $530.0K | 0.25% | +60+0.7% | Added |