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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 123,514 | $7.31M | 0.05% | +9,272+8.1% | Added |
| Eagle Asset Management Inc | 123,278 | $7.29M | 0.03% | −1,346−1.1% | Reduced |
| Cumberland Advisors Inc | 122,546 | $7.25M | 1.68% | +18,035+17.3% | Added |
| Farmers & Merchants Investments Inc | 122,365 | $7.24M | 0.31% | −3,405−2.7% | Reduced |
| Rockland Trust Co | 121,955 | $7.22M | 0.50% | +5,984+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 121,839 | $7.21M | 0.08% | +42,401+53.4% | Added |
| DuPont Capital Management Corp | 121,459 | $7.19M | 0.23% | −18,715−13.4% | Reduced |
| Strategic Global Advisors, LLC | 121,407 | $7.18M | 1.05% | +75,221+162.9% | Added |
| Freestone Capital Holdings, LLC | 120,548 | $7.13M | 0.36% | +1,575+1.3% | Added |
| Martin Investment Management, LLC | 120,385 | $7.12M | 1.80% | +570+0.5% | Added |
| Canal Insurance CO | 120,000 | $7.10M | 2.42% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 119,187 | $7.05M | 3.28% | +10,167+9.3% | Added |
| Thompson Siegel & Walmsley LLC | 119,129 | $7.05M | 0.10% | +9,600+8.8% | Added |
| Williams Jones Wealth Management, LLC. | 118,352 | $7.00M | 0.10% | −1,735−1.4% | Reduced |
| Achmea Investment Management B.V. | 118,126 | $6.99M | 0.21% | +3,703+3.2% | Added |
| Parsons Capital Management Inc | 117,884 | $6.97M | 0.54% | +7,321+6.6% | Added |
| Parsec Financial Management, Inc. | 115,097 | $6.84M | 0.29% | +42,276+58.1% | Added |
| Johnson Investment Counsel Inc | 114,444 | $6.83M | 0.09% | −3,530−3.0% | Reduced |
| Novare Capital Management LLC | 115,051 | $6.81M | 0.76% | +1,061+0.9% | Added |
| Whittier Trust Co | 114,719 | $6.79M | 0.12% | −5,146−4.3% | Reduced |
| Hoylecohen, LLC | 114,592 | $6.78M | 0.64% | +710+0.6% | Added |
| Bryn Mawr Trust Co | 113,756 | $6.73M | 0.26% | −4,367−3.7% | Reduced |
| ProVise Management Group, LLC | 113,636 | $6.72M | 0.67% | −3,129−2.7% | Reduced |
| Seeyond | 113,218 | $6.70M | 0.65% | −30,604−21.3% | Reduced |
| FineMark National Bank & Trust | 112,992 | $6.69M | 0.28% | −4,499−3.8% | Reduced |
| Parkside Investments, LLC | 112,065 | $6.63M | 1.39% | −1,521−1.3% | Reduced |
| Dowling & Yahnke LLC | 112,021 | $6.63M | 0.37% | −1,199−1.1% | Reduced |
| Motco | 111,500 | $6.60M | 0.43% | +6,950+6.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 111,422 | $6.59M | 0.13% | +9,974+9.8% | Added |
| D L Carlson Investment Group Inc | 111,371 | $6.59M | 1.15% | +3,167+2.9% | Added |
| Jacobs Levy Equity Management, Inc | 110,821 | $6.56M | 0.04% | −328,369−74.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 110,651 | $6.55M | 1.03% | +474+0.4% | Added |
| Glenview Trust Co | 110,535 | $6.54M | 0.25% | −410.0% | Reduced |
| Simplex Trading, LLC | 98,097 | $6.53M | 0.23% | −70−0.1% | Reduced |
| Bank of the West | 110,159 | $6.52M | 0.68% | +3,863+3.6% | Added |
| Granite Investment Advisors, LLC | 109,557 | $6.48M | 1.05% | −2,106−1.9% | Reduced |
| Geneos Wealth Management Inc. | 108,547 | $6.46M | 0.25% | −2,918−2.6% | Reduced |
| Quinn Opportunity Partners LLC | 109,000 | $6.45M | 0.41% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 108,918 | $6.45M | 0.52% | +40,106+58.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 108,621 | $6.43M | 0.15% | +11,604+12.0% | Added |
| Callahan Advisors, LLC | 108,192 | $6.40M | 0.81% | +4,921+4.8% | Added |
| Gibraltar Capital Management, Inc. | 108,159 | $6.40M | 3.25% | +3,481+3.3% | Added |
| Verdence Capital Advisors LLC | 107,819 | $6.38M | 0.84% | +13,947+14.9% | Added |
| Grassi Investment Management | 107,360 | $6.35M | 0.71% | 00.0% | Unchanged |
| Tower Bridge Advisors | 107,290 | $6.35M | 0.42% | −2,192−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 106,973 | $6.33M | 0.26% | −886−0.8% | Reduced |
| Chemung Canal Trust Co | 106,718 | $6.31M | 1.21% | +8,086+8.2% | Added |
| WealthTrust Axiom LLC | 106,608 | $6.31M | 2.13% | −2,135−2.0% | Reduced |
| Veritable, L.P. | 106,161 | $6.28M | 0.10% | −489−0.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 106,077 | $6.28M | 0.87% | +7,000+7.1% | Added |
| Brown Brothers Harriman & Co | 106,060 | $6.28M | 0.04% | −11,268−9.6% | Reduced |
| Moors & Cabot, Inc. | 105,242 | $6.25M | 0.39% | +1,871+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 105,530 | $6.24M | 0.49% | −360−0.3% | Reduced |
| Moody National Bank Trust Division | 105,488 | $6.24M | 0.09% | −105−0.1% | Reduced |
| Wealthfront Advisers LLC | 105,295 | $6.23M | 0.03% | −34,393−24.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 105,312 | $6.23M | 0.14% | +1,850+1.8% | Added |
| BancorpSouth Bank | 105,281 | $6.23M | 0.87% | +2,841+2.8% | Added |
| Howe & Rusling Inc | 104,955 | $6.21M | 0.78% | −1,117−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 103,263 | $6.11M | 0.23% | +12,777+14.1% | Added |
| Fishman Jay A Ltd | 102,960 | $6.09M | 0.75% | +225+0.2% | Added |
| SG Americas Securities, LLC | 102,318 | $6.05M | 0.03% | +19,188+23.1% | Added |
| Regent Investment Management LLC | 102,221 | $6.05M | 1.45% | +1,095+1.1% | Added |
| Twin Capital Management Inc | 101,959 | $6.03M | 0.62% | −7,160−6.6% | Reduced |
| Campbell Capital Management Inc | 100,607 | $5.95M | 2.61% | −4,060−3.9% | Reduced |
| Holloway Wealth Management, LLC | – | $5.94M | 1.81% | – | – |
| Frontier Wealth Management LLC | 99,922 | $5.91M | 0.41% | −3,955−3.8% | Reduced |
| E. Ohman J:or Asset Management AB | 99,400 | $5.88M | 0.18% | +2,000+2.1% | Added |
| Stockman Wealth Management, Inc. | 99,136 | $5.87M | 1.31% | +4,489+4.7% | Added |
| Trustmark National Bank Trust Department | 98,994 | $5.86M | 0.47% | −7,100−6.7% | Reduced |
| Bruderman Asset Management, LLC | 98,772 | $5.84M | 1.47% | −46,616−32.1% | Reduced |
| NBT Bank N A | 98,421 | $5.82M | 0.81% | −810−0.8% | Reduced |
| Advisory Services Network, LLC | 98,314 | $5.82M | 0.18% | +15,264+18.4% | Added |
| Segall Bryant & Hamill, LLC | 97,904 | $5.80M | 0.06% | +18,565+23.4% | Added |
| Shelton Capital Management | 97,974 | $5.80M | 0.23% | +40,380+70.1% | Added |
| Patten & Patten Inc | 97,859 | $5.79M | 0.44% | +2,444+2.6% | Added |
| Illinois Municipal Retirement Fund | 97,836 | $5.79M | 0.21% | −4,827−4.7% | Reduced |
| Biondo Investment Advisors, LLC | 97,564 | $5.77M | 0.99% | +1,450+1.5% | Added |
| New England Asset Management Inc | 97,471 | $5.77M | 0.10% | +29,021+42.4% | Added |
| Argent Trust Co | 97,168 | $5.75M | 0.37% | +1,116+1.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 97,000 | $5.74M | 0.84% | +97,000 | New |
| Trust Co of Vermont | 96,732 | $5.72M | 0.41% | +341+0.4% | Added |
| Ashfield Capital Partners, LLC | 96,510 | $5.71M | 0.41% | −647−0.7% | Reduced |
| HM Payson & Co | 96,472 | $5.71M | 0.14% | +340+0.4% | Added |
| Palouse Capital Management, Inc. | 95,985 | $5.68M | 2.52% | −2,432−2.5% | Reduced |
| Westfield Capital Management Co LP | 95,960 | $5.68M | 0.03% | +440+0.5% | Added |
| Salem Investment Counselors Inc | 95,704 | $5.66M | 0.31% | +3,179+3.4% | Added |
| Atria Investments LLC | 95,613 | $5.66M | 0.10% | +2,914+3.1% | Added |
| Thomasville National Bank | 95,336 | $5.64M | 0.58% | +2,697+2.9% | Added |
| KCM Investment Advisors LLC | 95,265 | $5.64M | 0.22% | −925−1.0% | Reduced |
| Regentatlantic Capital LLC | 95,089 | $5.63M | 0.17% | +11,885+14.3% | Added |
| Van Leeuwen & Company, LLC | 94,806 | $5.61M | 3.44% | +90+0.1% | Added |
| Advanced Asset Management Advisors Inc | 94,800 | $5.61M | 1.20% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 94,780 | $5.61M | 0.23% | +90,217+1,977.1% | Added |
| Jane Street Group, LLC | 94,389 | $5.58M | 0.01% | −707,080−88.2% | Reduced |
| Vident Investment Advisory, LLC | 94,410 | $5.58M | 0.17% | +22,887+32.0% | Added |
| XML Financial, LLC | 94,146 | $5.57M | 0.74% | +94,146 | New |
| Searle & Co. | 93,556 | $5.54M | 2.27% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 93,560 | $5.54M | 0.24% | +93,560 | New |
| HGK Asset Management Inc | 93,454 | $5.53M | 1.82% | +6,464+7.4% | Added |
| Mechanics Bank Trust Department | 93,399 | $5.53M | 0.89% | −550−0.6% | Reduced |