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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; 2,530 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 2023

Institutional positions in Bristol Myers Squibb Co as of Sep 30, 2023. 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
2,394
−63 vs. Q2 2023
Shares held
1.57B
−23.0M (−1.4%) vs. Q2 2023
Total value
$91.2B
−$10.8B (−10.6%) vs. Q2 2023
New holders
118
785 more added
Sold out
181
1,186 more reduced

30 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 2,394 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ3 2023: $91.2B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2023.

Institutions holding BMY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Spartan Planning & Wealth Management3$1740.00%+3New
Level Financial Advisors, Inc.7$4060.00%00.0%Unchanged
Lowe Wealth Advisors, LLC10$5800.00%−15−60.0%Reduced
USA Financial Portformulas Corp21$1.22K0.00%00.0%Unchanged
WestEnd Advisors, LLC30$1.74K0.00%+30New
True Wealth Design, LLC33$1.92K0.00%00.0%Unchanged
Copeland Capital Management, LLC38$2.21K0.00%00.0%Unchanged
Highline Wealth Partners LLC40$2.32K0.00%00.0%Unchanged
PayPay Securities Corp44$2.55K0.12%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.45$2.61K0.00%00.0%Unchanged
Macroview Investment Management LLC45$2.61K0.00%+45New
Tfo-TDC, LLC42$2.69K0.00%+22+110.0%Added
Costello Asset Management, INC50$2.90K0.00%−400−88.9%Reduced
Pin Oak Investment Advisors Inc44$3.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC70$4.00K0.00%+20+40.0%Added
Semmax Financial Advisors Inc.85$4.29K0.00%+85New
Iron Horse Wealth Management, LLC78$4.53K0.00%+37+90.2%Added
Team Financial Group, LLC90$5.22K0.00%+90New
PFG Private Wealth Management, LLC100$5.80K0.00%−303−75.2%Reduced
NVWM, LLC100$5.80K0.00%−179−64.2%Reduced
Mendota Financial Group, LLC100$5.80K0.01%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna100$5.80K0.00%+100New
West Financial Advisors, LLC103$5.98K0.00%+103New
Benjamin Edwards Inc96$6.00K0.00%−4,493−97.9%Reduced
Roble, Belko & Company, Inc100$6.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group105$6.09K0.00%00.0%Unchanged
Kozak & Associates, Inc.109$6.19K0.00%+1+0.9%Added
Financial Avengers, Inc.123$7.16K0.00%+1+0.8%Added
Intrepid Capital Management Inc124$7.20K0.00%00.0%Unchanged
Financial Freedom, LLC128$7.40K0.01%+2+1.6%Added
BBJS Financial Advisors, LLC130$7.57K0.00%+1+0.8%Added
New Millennium Group LLC138$8.03K0.01%+67+94.4%Added
Tucker Asset Management LLC146$8.47K0.00%+50+52.1%Added
Solstein Capital, LLC157$9.11K0.01%00.0%Unchanged
Insight Financial Services167$9.69K0.02%00.0%Unchanged
Kelly Financial Services LLC168$9.78K0.00%+1+0.6%Added
Evolution Advisers, Inc.180$10.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC177$10.3K0.02%+1+0.6%Added
Marquette Asset Management, LLC185$10.7K0.00%00.0%Unchanged
Retirement Group, LLC192$11.1K0.00%−34−15.0%Reduced
Core Wealth Advisors, Inc.193$11.2K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.200$11.6K0.01%00.0%Unchanged
Global Wealth Strategies & Associates200$11.6K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC200$11.6K0.01%00.0%Unchanged
Distillate Capital Partners LLC209$12.1K3.06%+209New
Country Trust Bank225$13.1K0.00%+225New
Perkins Coie Trust Co237$13.8K0.00%+32+15.6%Added
Miller Wealth Advisors, LLC249$14.4K0.01%+3+1.2%Added
Cape Investment Advisory, Inc.264$15.3K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.277$16.1K0.00%00.0%Unchanged
Bromfield Sneider Wealth Advisors278$16.1K0.01%00.0%Unchanged
Live Oak Investment Partners–$16.5K0.01%––
Cutler Group LP309$17.0K0.00%−450−59.3%Reduced
McClarren Financial Advisors, Inc.297$17.0K0.01%+3+1.0%Added
Acima Private Wealth, LLC304$17.6K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC315$18.0K0.02%−120−27.6%Reduced
Winch Advisory Services, LLC328$19.0K0.01%−20−5.7%Reduced
Hollencrest Capital Management329$19.1K0.00%00.0%Unchanged
IAG Wealth Partners, LLC335$19.4K0.01%00.0%Unchanged
Red Tortoise LLC348$20.2K0.01%+348New
Kessler Investment Group, LLC400$23.2K0.02%00.0%Unchanged
Northwest Capital Management Inc400$23.2K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.403$23.4K0.02%−125−23.7%Reduced
Centerpoint Advisors, LLC418$24.0K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC425$25.0K0.02%+75+21.4%Added
Ofi Invest Asset Management464$25.4K0.00%+464New
Riggs Asset Managment Co. Inc.440$25.5K0.01%00.0%Unchanged
VitalStone Financial, LLC507$26.0K0.02%00.0%Unchanged
Abound Wealth Management450$26.1K0.01%−92−17.0%Reduced
Altshuler Shaham Ltd455$26.4K0.00%−105−18.8%Reduced
Milestone Investment Advisors LLC467$27.1K0.01%+467New
Cedar Wealth Management, LLC474$27.5K0.01%−40−7.8%Reduced
Tanaka Capital Management Inc486$28.0K0.08%00.0%Unchanged
Strengthening Families & Communities, LLC475$28.0K0.01%00.0%Unchanged
PFS Partners, LLC484$28.1K0.02%00.0%Unchanged
First Personal Financial Services495$28.7K0.01%00.0%Unchanged
First Pacific Financial500$29.0K0.01%−180−26.5%Reduced
Clear Investment Research, LLC500$29.0K0.05%00.0%Unchanged
American State Bank (Iowa)500$29.0K0.02%00.0%Unchanged
Hoey Investments, Inc511$29.7K0.01%00.0%Unchanged
NewSquare Capital LLC520$30.2K0.00%−44−7.8%Reduced
Avalon Trust Co521$30.2K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC525$30.5K0.01%+200+61.5%Added
Coppell Advisory Solutions LLC427$30.7K0.01%−7−1.6%Reduced
LGT Financial Advisors LLC539$31.3K0.04%+539New
Creative Financial Designs Inc553$32.1K0.00%−109−16.5%Reduced
Hoese & Co LLP558$32.4K0.03%−213−27.6%Reduced
Rocky Mountain Advisers, LLC575$33.4K0.02%00.0%Unchanged
Rise Advisors, LLC625$36.3K0.03%−3−0.5%Reduced
Kepos Capital LP641$37.0K0.01%+96+17.6%Added
Mascoma Wealth Management LLC646$37.5K0.01%00.0%Unchanged
Goodman Advisory Group, LLC647$37.6K0.01%00.0%Unchanged
Kempen Capital Management N.V.659$38.2K0.00%00.0%Unchanged
Legacy Financial Group LLC678$39.3K0.01%+678New
ZRC Wealth Management, LLC679$39.4K0.03%00.0%Unchanged
SkyView Investment Advisors, LLC693$40.0K0.02%00.0%Unchanged
Canton Hathaway, LLC695$40.0K0.01%00.0%Unchanged
United Community Bank693$40.2K0.02%−200−22.4%Reduced
Column Capital Advisors, LLC700$40.6K0.01%00.0%Unchanged
Hibernia Wealth Partners, LLC700$40.6K0.03%+700New