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 |
|---|---|---|---|---|---|
| RBA Wealth Management, LLC | 51,754 | $3.06M | 7.38% | +27,747+115.6% | Added |
| Wealthcare Advisory Partners LLC | 51,484 | $3.05M | 0.20% | +2,007+4.1% | Added |
| Parallel Advisors, LLC | 51,425 | $3.04M | 0.12% | +999+2.0% | Added |
| Wasatch Advisors Inc | 51,375 | $3.04M | 0.01% | −87−0.2% | Reduced |
| Klingenstein Fields & Co LP | 51,104 | $3.02M | 0.13% | +1,487+3.0% | Added |
| Mutual Advisors, LLC | 50,585 | $2.99M | 0.18% | +3,562+7.6% | Added |
| Donaldson Capital Management, LLC | 50,559 | $2.99M | 0.15% | −1,335−2.6% | Reduced |
| Flputnam Investment Management Co | 50,425 | $2.98M | 0.10% | −158−0.3% | Reduced |
| Caldwell Trust Co | 50,197 | $2.97M | 0.38% | −2,962−5.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 50,087 | $2.96M | 0.34% | +1,713+3.5% | Added |
| Healthcare Value Capital, LLC | 50,000 | $2.96M | 7.68% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 49,840 | $2.95M | 0.81% | −2,400−4.6% | Reduced |
| Baxter Bros Inc | 49,739 | $2.94M | 0.47% | −1,241−2.4% | Reduced |
| Peak Asset Management, LLC | 49,612 | $2.94M | 0.72% | +6,385+14.8% | Added |
| Robbins Farley LLC | 49,506 | $2.93M | 2.16% | −5,352−9.8% | Reduced |
| Hartford Financial Management Inc. | 49,437 | $2.92M | 0.74% | −95−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 49,328 | $2.92M | 0.07% | −851−1.7% | Reduced |
| Wellington Shields & Co., LLC | 49,225 | $2.91M | 1.02% | +1,510+3.2% | Added |
| Kingsview Wealth Management, LLC | 49,136 | $2.91M | 0.14% | +4,092+9.1% | Added |
| Selway Asset Management | 48,970 | $2.90M | 1.58% | +275+0.6% | Added |
| Kempner Capital Management Inc. | 48,900 | $2.89M | 1.65% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,523 | $2.87M | 0.03% | −1,831−3.6% | Reduced |
| AGF Investments America Inc. | 48,496 | $2.87M | 0.60% | 00.0% | Unchanged |
| Marco Investment Management LLC | 48,407 | $2.86M | 0.32% | +1,610+3.4% | Added |
| SFMG, LLC | 47,990 | $2.84M | 0.32% | −357−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 47,810 | $2.84M | 0.05% | +1,936+4.2% | Added |
| Affinity Investment Advisors, LLC | 47,908 | $2.83M | 1.27% | −349−0.7% | Reduced |
| Walleye Trading LLC | 47,884 | $2.83M | 0.07% | +35,584+289.3% | Added |
| Oliver Luxxe Assets LLC | 47,855 | $2.83M | 0.78% | +13,361+38.7% | Added |
| Philadelphia Trust Co | 47,494 | $2.81M | 0.21% | −6,221−11.6% | Reduced |
| Murphy Capital Management Inc | 47,142 | $2.79M | 0.33% | −2,724−5.5% | Reduced |
| Bluefin Capital Management, LLC | 47,121 | $2.79M | 0.32% | −4,362−8.5% | Reduced |
| Bremer Bank National Association | 47,096 | $2.79M | 0.55% | −1,973−4.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 47,009 | $2.78M | 0.07% | −700−1.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 46,792 | $2.77M | 0.31% | −58−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 46,210 | $2.76M | 0.21% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45,702 | $2.75M | 2.00% | +1,646+3.7% | Added |
| Paragon Capital Management LLC | 46,359 | $2.74M | 1.44% | −1,984−4.1% | Reduced |
| Harbour Investments, Inc. | 46,268 | $2.74M | 0.09% | −18,138−28.2% | Reduced |
| Rodgers Brothers Inc. | 46,218 | $2.73M | 0.55% | +200+0.4% | Added |
| JustInvest LLC | 46,214 | $2.73M | 0.25% | +4,816+11.6% | Added |
| Garnet Equity Capital Holdings, Inc. | 40,000 | $2.72M | 2.57% | +40,000 | New |
| Mitchell Capital Management Co | 45,897 | $2.72M | 0.61% | −248−0.5% | Reduced |
| Windward Capital Management Co | 45,780 | $2.71M | 0.25% | +187+0.4% | Added |
| Lido Advisors, LLC | 45,773 | $2.71M | 0.06% | +10,785+30.8% | Added |
| Northwest & Ethical Investments L.P. | 45,755 | $2.71M | 0.09% | −49,986−52.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 45,482 | $2.69M | 1.28% | +686+1.5% | Added |
| Old Port Advisors | 45,429 | $2.69M | 0.97% | −1,174−2.5% | Reduced |
| Birmingham Capital Management Co Inc | 45,405 | $2.69M | 1.03% | −500−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 45,396 | $2.69M | 0.17% | −4,285−8.6% | Reduced |
| 1st Source Bank | 45,197 | $2.67M | 0.17% | −197−0.4% | Reduced |
| Fiera Capital Corp | 45,163 | $2.67M | 0.01% | +13,769+43.9% | Added |
| Allstate Corp | 44,807 | $2.65M | 0.11% | −3,654−7.5% | Reduced |
| Naples Global Advisors, LLC | 44,700 | $2.65M | 0.35% | +7,177+19.1% | Added |
| Alpha Omega Wealth Management LLC | 44,657 | $2.64M | 0.43% | +645+1.5% | Added |
| Sumitomo Life Insurance Co | 44,636 | $2.64M | 0.07% | −1,886−4.1% | Reduced |
| Country Club Trust Company, n.a. | 43,554 | $2.64M | 0.23% | +8,049+22.7% | Added |
| Hilltop Holdings Inc. | 44,430 | $2.63M | 0.29% | +2,537+6.1% | Added |
| Lincoln National Corp | 44,401 | $2.63M | 0.06% | +2,127+5.0% | Added |
| Jackson Square Capital, LLC | 44,115 | $2.61M | 0.85% | −631−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 43,924 | $2.60M | 0.09% | −1,719−3.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.60M | 0.35% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 43,880 | $2.60M | 0.30% | −453−1.0% | Reduced |
| Beddow Capital Management Inc | 43,700 | $2.59M | 1.55% | +43,700 | New |
| Peoples Financial Services Corp. | 43,129 | $2.55M | 1.08% | −804−1.8% | Reduced |
| McMillion Capital Management Inc | 42,920 | $2.54M | 1.49% | −520−1.2% | Reduced |
| Gilman Hill Asset Management, LLC | 42,874 | $2.54M | 0.65% | +2,540+6.3% | Added |
| Integrated Wealth Concepts LLC | 42,811 | $2.53M | 0.08% | +16,348+61.8% | Added |
| Citizens National Bank Trust Department | 42,716 | $2.53M | 0.72% | +5,551+14.9% | Added |
| Lederer & Associates Investment Counsel | 42,552 | $2.52M | 1.63% | +170+0.4% | Added |
| Courier Capital LLC | 42,511 | $2.52M | 0.24% | +24+0.1% | Added |
| Knott David M | 42,409 | $2.51M | 1.05% | −1,000−2.3% | Reduced |
| Toroso Investments, LLC | 41,907 | $2.50M | 0.09% | +12,232+41.2% | Added |
| Massachusetts Financial Services Co | 42,160 | $2.50M | 0.00% | +35,583+541.0% | Added |
| Barbara Oil Co. | 42,000 | $2.48M | 1.16% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 41,993 | $2.48M | 2.17% | +176+0.4% | Added |
| Seelaus Asset Management LLC | 41,801 | $2.47M | 1.45% | −385−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 41,701 | $2.47M | 0.06% | +4,333+11.6% | Added |
| Edmp, Inc. | 41,200 | $2.46M | 2.60% | +1,422+3.6% | Added |
| Guardian Investment Management | 41,450 | $2.45M | 1.81% | −10,996−21.0% | Reduced |
| Wolverine Trading, LLC | 40,111 | $2.43M | 0.05% | +40,111 | New |
| Banque Pictet & Cie SA | 41,084 | $2.43M | 0.03% | −1,205−2.8% | Reduced |
| High Pointe Capital Management LLC | 41,003 | $2.43M | 1.92% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 40,985 | $2.42M | 0.07% | −4,399−9.7% | Reduced |
| Sanders Morris Harris LLC | 40,864 | $2.42M | 0.44% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 40,739 | $2.41M | 0.47% | −683−1.6% | Reduced |
| Claret Asset Management Corp | 40,679 | $2.41M | 0.41% | +8,178+25.2% | Added |
| Duncker Streett & Co Inc | 40,509 | $2.40M | 0.45% | −84−0.2% | Reduced |
| Old Second National Bank of Aurora | 40,496 | $2.40M | 0.65% | +580+1.5% | Added |
| Princeton Global Asset Management LLC | 40,481 | $2.40M | 0.73% | +519+1.3% | Added |
| South State Corp. | 40,355 | $2.39M | 0.20% | −600−1.5% | Reduced |
| Stokes Family Office, LLC | 40,225 | $2.38M | 0.33% | −551−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 40,015 | $2.37M | 0.18% | −1,973−4.7% | Reduced |
| Trust Co of Toledo NA | 40,000 | $2.37M | 0.39% | −194−0.5% | Reduced |
| Stevens Capital Management LP | 39,862 | $2.36M | 0.99% | +39,862 | New |
| Silvant Capital Management LLC | 39,436 | $2.35M | 0.42% | −6,826−14.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 39,618 | $2.34M | 0.41% | +606+1.6% | Added |
| SevenBridge Financial Group, LLC | 39,581 | $2.34M | 0.78% | −150−0.4% | Reduced |
| Triangle Securities Wealth Management | 39,456 | $2.33M | 0.79% | −196−0.5% | Reduced |
| Hills Bank & Trust Co | 39,212 | $2.32M | 0.35% | +659+1.7% | Added |