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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 92,992 | $5.50M | 1.64% | −13,699−12.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 92,967 | $5.50M | 0.28% | −3,681−3.8% | Reduced |
| Marathon Capital Management | 91,970 | $5.44M | 1.24% | +15,751+20.7% | Added |
| Jacobi Capital Management LLC | 91,810 | $5.43M | 0.69% | +49,370+116.3% | Added |
| DSC Advisors, L.P. | 91,763 | $5.43M | 7.17% | +10,037+12.3% | Added |
| Cypress Capital Group | 91,736 | $5.43M | 0.74% | −1,344−1.4% | Reduced |
| CSM Advisors, LLC | 91,665 | $5.42M | 0.40% | −50−0.1% | Reduced |
| Brookstone Capital Management | 94,894 | $5.42M | 0.10% | +12,857+15.7% | Added |
| Sigma Planning Corp | 91,382 | $5.41M | 0.16% | +6,213+7.3% | Added |
| Rossmore Private Capital | 89,973 | $5.32M | 0.91% | +210.0% | Added |
| Northwest Bancshares, Inc. | 89,773 | $5.31M | 1.21% | −50.0% | Reduced |
| Aviance Capital Partners, LLC | 89,218 | $5.28M | 0.93% | +9,576+12.0% | Added |
| Sage Capital Advisors,llc | 89,132 | $5.27M | 2.24% | +826+0.9% | Added |
| Pittenger & Anderson Inc | 89,016 | $5.27M | 0.26% | −9,744−9.9% | Reduced |
| Canandaigua National Corp | 87,400 | $5.17M | 0.84% | +4,672+5.6% | Added |
| AIA Group Ltd | 86,968 | $5.15M | 0.29% | +61,982+248.1% | Added |
| Lee Danner & Bass Inc | 86,958 | $5.14M | 0.47% | +4,213+5.1% | Added |
| Sowell Financial Services LLC | 85,614 | $5.11M | 0.34% | +2,003+2.4% | Added |
| Resources Management Corp | 86,212 | $5.10M | 0.73% | −2,034−2.3% | Reduced |
| Sheets Smith Wealth Management | 86,033 | $5.09M | 0.69% | 00.0% | Unchanged |
| 6 Meridian | 85,569 | $5.06M | 0.40% | +82,289+2,508.8% | Added |
| Oak Ridge Investments LLC | 85,543 | $5.06M | 0.45% | −1,516−1.7% | Reduced |
| Haverford Trust Co | 85,470 | $5.06M | 0.06% | −992−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 85,446 | $5.06M | 0.36% | −2,169−2.5% | Reduced |
| First Horizon Advisors, Inc. | 85,477 | $5.06M | 0.17% | +66,090+340.9% | Added |
| IFP Advisors, Inc | 85,090 | $5.04M | 0.10% | −553−0.6% | Reduced |
| Tdam USA Inc. | 84,974 | $5.03M | 0.33% | +5,806+7.3% | Added |
| Integrated Advisors Network LLC | 84,928 | $5.03M | 0.33% | +49,168+137.5% | Added |
| Duality Advisers, LP | 84,816 | $5.02M | 0.38% | +60,313+246.1% | Added |
| Gamble Jones Investment Counsel | 84,295 | $4.99M | 0.33% | −50−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 84,059 | $4.97M | 2.24% | +84,059 | New |
| Venture Visionary Partners LLC | 83,807 | $4.96M | 0.35% | +2,374+2.9% | Added |
| North Star Investment Management Corp. | 83,461 | $4.94M | 0.40% | −1,246−1.5% | Reduced |
| Brinker Capital Investments, LLC | 73,724 | $4.93M | 0.08% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 83,054 | $4.91M | 0.21% | −12,062−12.7% | Reduced |
| Rafferty Asset Management, LLC | 82,990 | $4.91M | 0.03% | +29,273+54.5% | Added |
| Eidelman Virant Capital | 81,810 | $4.90M | 1.89% | −925−1.1% | Reduced |
| People's United Financial, Inc. | 82,736 | $4.89M | 0.11% | +631+0.8% | Added |
| BTC Capital Management, Inc. | 82,415 | $4.88M | 0.55% | −3,840−4.5% | Reduced |
| Palladium Partners LLC | 82,480 | $4.88M | 0.22% | −72,683−46.8% | Reduced |
| Wesleyan Assurance Society | 82,443 | $4.88M | 0.62% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 82,424 | $4.88M | 1.72% | +2,394+3.0% | Added |
| Clear Harbor Asset Management, LLC | 82,111 | $4.86M | 0.58% | +15,481+23.2% | Added |
| Scott & Selber, Inc. | 81,712 | $4.83M | 1.96% | +46,636+133.0% | Added |
| Advisors Asset Management, Inc. | 81,211 | $4.80M | 0.07% | +13,365+19.7% | Added |
| Legacy Capital Partners, Inc. | 81,158 | $4.80M | 1.74% | −1,113−1.4% | Reduced |
| FAI Wealth Management | 81,000 | $4.79M | 4.16% | +806+1.0% | Added |
| Evercore Wealth Management, LLC | 80,226 | $4.75M | 0.09% | −5,069−5.9% | Reduced |
| American National Insurance Co | 80,173 | $4.74M | 0.18% | −70−0.1% | Reduced |
| Highland Capital Management, LLC | 79,726 | $4.72M | 0.29% | −3,110−3.8% | Reduced |
| Virtu Financial LLC | 79,390 | $4.70M | 0.41% | +79,390 | New |
| Hantz Financial Services, Inc. | 79,326 | $4.69M | 0.15% | +39,829+100.8% | Added |
| Argyle Capital Management Inc. | 78,924 | $4.67M | 1.55% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 78,929 | $4.67M | 0.71% | +2,429+3.2% | Added |
| Equitable Holdings, Inc. | 78,398 | $4.64M | 0.08% | +1,557+2.0% | Added |
| Dean Investment Associates, LLC | 77,997 | $4.62M | 0.87% | −610−0.8% | Reduced |
| Advisor Partners LLC | 77,697 | $4.60M | 0.31% | −3,535−4.4% | Reduced |
| Kanawha Capital Management LLC | 77,471 | $4.58M | 0.42% | +66+0.1% | Added |
| Mairs & Power Inc | 77,105 | $4.56M | 0.05% | −5,530−6.7% | Reduced |
| Symons Capital Management Inc | 76,862 | $4.55M | 2.92% | −5,603−6.8% | Reduced |
| Optimal Asset Management, Inc. | 76,711 | $4.54M | 0.57% | +85+0.1% | Added |
| Eqis Capital Management, Inc. | 76,554 | $4.53M | 0.35% | +9,597+14.3% | Added |
| Lipe & Dalton | 76,218 | $4.51M | 2.32% | +4,416+6.2% | Added |
| Baldwin Investment Management, LLC | 75,862 | $4.49M | 0.78% | +791+1.1% | Added |
| NorthCoast Asset Management LLC | 75,737 | $4.49M | 0.16% | −3,729−4.7% | Reduced |
| Edgewood Management LLC | 75,524 | $4.47M | 0.01% | −1,075−1.4% | Reduced |
| Meridian Management Co | 75,272 | $4.45M | 1.37% | +225+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 75,160 | $4.45M | 1.02% | +40,070+114.2% | Added |
| Principal Street Partners, LLC | 74,970 | $4.44M | 1.21% | −2,419−3.1% | Reduced |
| Exchange Capital Management, Inc. | 74,791 | $4.42M | 0.86% | −2,260−2.9% | Reduced |
| Simmons Bank | 74,469 | $4.41M | 0.32% | −1,166−1.5% | Reduced |
| Hennessy Advisors Inc | 74,300 | $4.40M | 0.26% | −1,200−1.6% | Reduced |
| Webster Bank, N. A. | 74,016 | $4.38M | 0.49% | −1,279−1.7% | Reduced |
| Pettee Investors, Inc. | 73,887 | $4.37M | 2.04% | −120−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 73,660 | $4.36M | 0.14% | −185−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 73,547 | $4.35M | 0.16% | −592−0.8% | Reduced |
| Pearl River Capital, LLC | 73,532 | $4.35M | 1.18% | +68,655+1,407.7% | Added |
| Kestra Private Wealth Services, LLC | 73,509 | $4.35M | 0.24% | +5,194+7.6% | Added |
| Sectoral Asset Management Inc | 73,074 | $4.32M | 0.36% | −52,500−41.8% | Reduced |
| Surevest, LLC | 72,899 | $4.31M | 1.09% | +6,564+9.9% | Added |
| Clearstead Advisors, LLC | 72,753 | $4.30M | 0.32% | +1,403+2.0% | Added |
| Boothbay Fund Management, LLC | 72,576 | $4.29M | 0.17% | −102,756−58.6% | Reduced |
| Rothschild Investment Corp | 72,335 | $4.28M | 0.36% | −15,087−17.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 72,341 | $4.28M | 1.52% | +3,989+5.8% | Added |
| Beacon Financial Group | 70,311 | $4.26M | 0.59% | +47,728+211.3% | Added |
| Seizert Capital Partners, LLC | 71,394 | $4.22M | 0.19% | +35,240+97.5% | Added |
| Sigma Investment Counselors Inc | 71,267 | $4.22M | 0.31% | +609+0.9% | Added |
| Clark Estates Inc | 71,200 | $4.21M | 0.60% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 70,426 | $4.17M | 0.53% | +500+0.7% | Added |
| Security National Trust Co | 62,320 | $4.16M | 0.96% | 00.0% | Unchanged |
| First Interstate Bank | 69,704 | $4.12M | 0.42% | +3,716+5.6% | Added |
| Wright Investors Service Inc | 69,494 | $4.11M | 1.17% | +245+0.4% | Added |
| Sargent Bickham Lagudis LLC | 69,318 | $4.10M | 0.33% | +982+1.4% | Added |
| Versant Capital Management, Inc | 69,021 | $4.08M | 1.44% | −14,060−16.9% | Reduced |
| Cigna Investments Inc | 68,259 | $4.04M | 0.30% | −1,546−2.2% | Reduced |
| Quilter Plc | 68,137 | $4.03M | 0.11% | −4,818−6.6% | Reduced |
| Banque Cantonale Vaudoise | 68,121 | $4.03M | 0.17% | +763+1.1% | Added |
| Annex Advisory Services, LLC | 67,680 | $4.00M | 0.33% | +4,504+7.1% | Added |
| Delta Asset Management LLC | 66,964 | $3.96M | 0.38% | +799+1.2% | Added |
| Vestor Capital, LLC | 66,872 | $3.96M | 0.41% | +66,872 | New |