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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 66,780 | $3.95M | 0.29% | −186−0.3% | Reduced |
| Bard Financial Services, Inc. | 66,705 | $3.95M | 0.35% | +355+0.5% | Added |
| Ropes Wealth Advisors LLC | 66,535 | $3.94M | 0.63% | −3,397−4.9% | Reduced |
| CMH Wealth Management LLC | 66,388 | $3.93M | 1.29% | +1,190+1.8% | Added |
| Factorial Partners, LLC | 66,300 | $3.92M | 2.67% | +6,300+10.5% | Added |
| Swaine & Leidel Wealth Services, LLC | 66,143 | $3.91M | 3.45% | +66,143 | New |
| Royal Fund Management, LLC | 66,015 | $3.91M | 0.63% | +1,138+1.8% | Added |
| Iowa State Bank | 65,763 | $3.89M | 1.09% | +433+0.7% | Added |
| Bradley Foster & Sargent Inc | 65,682 | $3.89M | 0.09% | +160+0.2% | Added |
| Investment House LLC | 65,446 | $3.87M | 0.28% | +713+1.1% | Added |
| Am Investment Strategies LLC | 65,250 | $3.86M | 1.01% | +337+0.5% | Added |
| Princeton Capital Management LLC | 65,153 | $3.85M | 1.23% | −452−0.7% | Reduced |
| Hudson Bay Capital Management LP | 65,000 | $3.85M | 0.05% | +65,000 | New |
| Carret Asset Management, LLC | 64,897 | $3.84M | 0.46% | −6,450−9.0% | Reduced |
| Burns J W & Co Inc | 64,871 | $3.84M | 0.60% | −14,660−18.4% | Reduced |
| EagleClaw Capital Managment, LLC | 64,447 | $3.82M | 0.99% | +1,800+2.9% | Added |
| Amica Mutual Insurance Co | 63,969 | $3.79M | 0.40% | 00.0% | Unchanged |
| FourThought Financial, LLC | 63,615 | $3.76M | 0.50% | +1,358+2.2% | Added |
| Kinneret Advisory, LLC | 63,061 | $3.76M | 0.44% | 00.0% | Unchanged |
| Horizon Investments, LLC | 63,446 | $3.75M | 0.12% | −40,128−38.7% | Reduced |
| IBM Retirement Fund | 63,137 | $3.74M | 0.29% | +146+0.2% | Added |
| Siemens Fonds Invest GmbH | 63,038 | $3.73M | 0.25% | +2,674+4.4% | Added |
| Eastover Investment Advisors LLC | 62,779 | $3.71M | 2.42% | +241+0.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 62,564 | $3.70M | 2.04% | +294+0.5% | Added |
| Mid Atlantic Financial Management Inc | 62,357 | $3.69M | 0.25% | −733−1.2% | Reduced |
| Wetherby Asset Management Inc | 62,306 | $3.69M | 0.23% | −41−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,737 | $3.65M | 0.52% | +13,550+28.1% | Added |
| Compton Capital Management Inc | 61,681 | $3.65M | 1.07% | −350−0.6% | Reduced |
| Icon Advisers Inc | 61,500 | $3.64M | 0.62% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 60,192 | $3.56M | 0.35% | +1,361+2.3% | Added |
| American Financial Group Inc | 60,000 | $3.55M | 0.94% | 00.0% | Unchanged |
| Ally Financial Inc. | 60,000 | $3.55M | 0.35% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 59,960 | $3.55M | 0.99% | +2,002+3.5% | Added |
| Ar Asset Management Inc | 59,924 | $3.55M | 0.99% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 59,925 | $3.55M | 0.44% | +700+1.2% | Added |
| Wells Trecaso Financial Group, LLC | 59,789 | $3.54M | 1.69% | +1,112+1.9% | Added |
| Fagan Associates, Inc. | 59,419 | $3.52M | 0.76% | +4,626+8.4% | Added |
| BLB&B Advisors, LLC | 58,998 | $3.49M | 0.23% | +3,743+6.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 58,956 | $3.49M | 0.18% | −3,055−4.9% | Reduced |
| First American Bank | 58,916 | $3.49M | 0.20% | +44+0.1% | Added |
| Asio Capital, LLC | 58,794 | $3.48M | 1.20% | +1,402+2.4% | Added |
| Welch Group, LLC | 58,745 | $3.48M | 0.24% | +8,216+16.3% | Added |
| Augustine Asset Management Inc | 58,599 | $3.47M | 1.85% | +7,134+13.9% | Added |
| Richard Bernstein Advisors LLC | 58,469 | $3.46M | 0.07% | +2,521+4.5% | Added |
| Profund Advisors LLC | 58,305 | $3.45M | 0.12% | +410+0.7% | Added |
| Charter Research & Investment Group, Inc. | 58,184 | $3.44M | 2.86% | +1,655+2.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 58,008 | $3.43M | 0.33% | −72,417−55.5% | Reduced |
| Demars Financial Group, LLC | 57,964 | $3.43M | 2.02% | +54,255+1,462.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 57,748 | $3.42M | 0.36% | −395−0.7% | Reduced |
| Proequities, Inc. | 56,987 | $3.40M | 0.21% | −934−1.6% | Reduced |
| Plimoth Trust Co LLC | 57,289 | $3.39M | 0.96% | +133+0.2% | Added |
| Everence Capital Management Inc | 57,255 | $3.39M | 0.28% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 57,109 | $3.38M | 0.29% | +958+1.7% | Added |
| TBH Global Asset Management, LLC | 57,081 | $3.38M | 0.78% | −1,268−2.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 57,015 | $3.37M | 0.01% | −1,293−2.2% | Reduced |
| Prio Wealth Limited Partnership | 56,918 | $3.37M | 0.11% | +267+0.5% | Added |
| Redpoint Investment Management Pty Ltd | 56,711 | $3.36M | 0.29% | −2,722−4.6% | Reduced |
| KG&L Capital Management,LLC | 56,371 | $3.33M | 1.47% | +15,655+38.4% | Added |
| Vestmark Advisory Solutions, Inc. | 56,064 | $3.32M | 0.22% | +3,152+6.0% | Added |
| Boyd Watterson Asset Management LLC | 56,040 | $3.32M | 1.22% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 56,000 | $3.31M | 1.77% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 55,944 | $3.31M | 0.40% | +13,625+32.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 55,834 | $3.30M | 1.78% | +55,834 | New |
| Bank Ozk | 55,775 | $3.30M | 1.49% | −2,804−4.8% | Reduced |
| Motley Fool Asset Management LLC | 55,760 | $3.30M | 0.21% | −222−0.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 55,619 | $3.29M | 0.20% | −168−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 55,620 | $3.29M | 0.58% | −60.0% | Reduced |
| United Capital Management of KS, Inc. | 55,599 | $3.29M | 1.35% | +4,673+9.2% | Added |
| Farr Miller & Washington LLC | 55,539 | $3.29M | 0.21% | −701−1.2% | Reduced |
| Canal Capital Management, LLC | 55,297 | $3.27M | 0.93% | −146−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 55,253 | $3.27M | 0.57% | +3,721+7.2% | Added |
| Inlet Private Wealth, LLC | 55,212 | $3.27M | 0.88% | 00.0% | Unchanged |
| LVW Advisors, LLC | 55,174 | $3.27M | 0.57% | +3,242+6.2% | Added |
| Meritage Portfolio Management | 55,051 | $3.26M | 0.20% | −136−0.2% | Reduced |
| Bahl & Gaynor Inc | 55,030 | $3.26M | 0.02% | +2,160+4.1% | Added |
| Cubic Asset Management, LLC | 54,767 | $3.24M | 0.80% | −240−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,675 | $3.23M | 0.02% | +54,675 | New |
| Atlantic Union Bankshares Corp | 54,551 | $3.23M | 0.30% | −1,264−2.3% | Reduced |
| Family Management Corp | 54,559 | $3.23M | 0.89% | −585−1.1% | Reduced |
| Condor Capital Management | 54,389 | $3.22M | 0.34% | −799−1.4% | Reduced |
| Trexquant Investment LP | 54,366 | $3.22M | 0.26% | +50,906+1,471.3% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.18M | 0.90% | 00.0% | Unchanged |
| Wedbush Securities Inc | 53,749 | $3.18M | 0.15% | +1,529+2.9% | Added |
| Means Investment Co., Inc. | 53,721 | $3.18M | 0.63% | +2,721+5.3% | Added |
| Tower Research Capital LLC (TRC) | 53,603 | $3.17M | 0.08% | −9,069−14.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 53,587 | $3.17M | 0.76% | +82+0.2% | Added |
| TownSquare Capital, LLC | 53,391 | $3.16M | 0.09% | +4,968+10.3% | Added |
| Berkshire Bank | 53,235 | $3.15M | 0.77% | +763+1.5% | Added |
| First Manhattan Co | 53,211 | $3.15M | 0.01% | −3,204−5.7% | Reduced |
| First National Bank of Omaha | 53,212 | $3.15M | 0.16% | +43,589+453.0% | Added |
| Bonness Enterprises Inc | 53,100 | $3.14M | 1.60% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 53,102 | $3.14M | 0.67% | +160.0% | Added |
| First Hawaiian Bank | 53,073 | $3.14M | 0.13% | +2,438+4.8% | Added |
| Bangor Savings Bank | 52,658 | $3.12M | 0.32% | +6,506+14.1% | Added |
| Northeast Financial Consultants Inc | 52,368 | $3.10M | 0.21% | −7,345−12.3% | Reduced |
| AIMZ Investment Advisors, LLC | 52,151 | $3.09M | 1.39% | +10,288+24.6% | Added |
| Private Trust Co NA | 52,089 | $3.08M | 0.45% | +7,467+16.7% | Added |
| Pensionfund Sabic | 52,000 | $3.08M | 0.65% | 00.0% | Unchanged |
| GWM Advisors LLC | 51,944 | $3.07M | 0.08% | −1,052−2.0% | Reduced |
| Roanoke Asset Management Corp | 51,900 | $3.07M | 1.09% | +150.0% | Added |