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
- −62 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
- 180
- 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 2023
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 10,689 | $620.4K | 0.19% | −860−7.4% | Reduced |
| 626 Financial, LLC | 10,705 | $621.3K | 0.42% | −249−2.3% | Reduced |
| Crescent Grove Advisors, LLC | 10,730 | $622.8K | 0.08% | −5,893−35.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,735 | $623.1K | 0.05% | +384+3.7% | Added |
| Krilogy Financial LLC | 10,748 | $623.8K | 0.06% | −5,035−31.9% | Reduced |
| Norway Savings Bank | 10,748 | $623.8K | 0.31% | −442−3.9% | Reduced |
| Davidson Trust Co | 10,758 | $624.4K | 0.46% | +137+1.3% | Added |
| Alpha Cubed Investments, LLC | 10,788 | $626.2K | 0.04% | −2,711−20.1% | Reduced |
| Johnson & White Wealth Management, LLC | 10,819 | $628.0K | 0.57% | +10,819 | New |
| Northern Financial Advisors Inc | 10,855 | $630.0K | 0.58% | +458+4.4% | Added |
| Summit Financial, LLC | 10,856 | $630.1K | 0.05% | −341−3.0% | Reduced |
| Stone Point Wealth LLC | 10,890 | $632.1K | 0.27% | −25−0.2% | Reduced |
| Abacus Planning Group, Inc. | 10,891 | $632.1K | 0.15% | −731−6.3% | Reduced |
| WSFS Capital Management, LLC | 10,900 | $632.6K | 0.04% | +4,514+70.7% | Added |
| American Trust Investment Advisors, LLC | 10,957 | $635.9K | 0.35% | −109−1.0% | Reduced |
| Iron Financial, LLC | 10,979 | $637.2K | 0.37% | +926+9.2% | Added |
| Altrafin AG | 11,000 | $638.4K | 0.28% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 11,050 | $641.3K | 0.03% | −100−0.9% | Reduced |
| Shepherd Financial Partners LLC | 11,070 | $642.5K | 0.10% | +1,779+19.1% | Added |
| Crawford Investment Counsel Inc | 11,100 | $644.2K | 0.01% | +203+1.9% | Added |
| Franklin Street Advisors Inc | 11,115 | $645.0K | 0.06% | +400+3.7% | Added |
| Diligent Investors, LLC | 11,120 | $645.4K | 0.20% | −127−1.1% | Reduced |
| Baldwin Brothers Inc | 11,130 | $646.0K | 0.06% | −2,151−16.2% | Reduced |
| Csenge Advisory Group | 11,142 | $646.7K | 0.04% | −251−2.2% | Reduced |
| Stephenson National Bank & Trust | 11,149 | $647.1K | 0.36% | +322+3.0% | Added |
| Abbrea Capital, LLC | 11,164 | $648.0K | 0.10% | +165+1.5% | Added |
| WBH Advisory Inc | 11,177 | $648.7K | 0.08% | −236−2.1% | Reduced |
| Papp L Roy & Associates | 11,184 | $649.1K | 0.09% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 11,195 | $649.8K | 0.39% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 11,229 | $651.7K | 0.22% | −4,181−27.1% | Reduced |
| First Nebraska Trust Co | 11,268 | $654.0K | 0.08% | +51+0.5% | Added |
| SPC Financial, Inc. | 11,296 | $655.6K | 0.07% | −292−2.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 11,338 | $658.1K | 0.47% | 00.0% | Unchanged |
| BBR Partners, LLC | 11,350 | $658.8K | 0.07% | +362+3.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,395 | $661.3K | 0.02% | +91+0.8% | Added |
| Cornerstone Investment Partners, LLC | 11,397 | $661.5K | 0.04% | −105−0.9% | Reduced |
| Mark Stevens | 11,406 | $662.0K | 0.09% | +795+7.5% | Added |
| Deseret Mutual Benefit Administrators | 11,436 | $663.7K | 0.33% | −809−6.6% | Reduced |
| Samalin Investment Counsel, LLC | 11,456 | $664.9K | 0.38% | −3,254−22.1% | Reduced |
| Ifrah Financial Services, Inc. | 11,470 | $665.7K | 0.21% | −29−0.3% | Reduced |
| WMS Partners, LLC | 11,488 | $666.8K | 0.05% | −1,997−14.8% | Reduced |
| Johnson Financial Group, Inc. | 11,504 | $667.7K | 0.05% | −641−5.3% | Reduced |
| Teza Capital Management LLC | 11,525 | $668.9K | 0.11% | −29,018−71.6% | Reduced |
| Granite Bay Wealth Management, LLC | 10,850 | $669.0K | 0.01% | +10,850 | New |
| Bath Savings Trust Co | 11,544 | $670.0K | 0.08% | −1,700−12.8% | Reduced |
| First PREMIER Bank | 11,203 | $674.0K | 0.21% | −505−4.3% | Reduced |
| Independence Bank of Kentucky | 11,680 | $677.9K | 0.29% | −5,245−31.0% | Reduced |
| Farmers National Bank | 11,688 | $678.4K | 0.24% | −25−0.2% | Reduced |
| River Street Advisors LLC | 11,696 | $678.8K | 0.64% | +526+4.7% | Added |
| Broderick Brian C | 11,700 | $679.1K | 0.19% | 00.0% | Unchanged |
| Versor Investments LP | 11,730 | $680.8K | 0.14% | +11,730 | New |
| River & Mercantile Asset Management LLP | 11,734 | $681.3K | 0.16% | −746−6.0% | Reduced |
| Marcum Wealth, LLC | 11,751 | $682.0K | 0.08% | −483−3.9% | Reduced |
| CapWealth Advisors, LLC | 11,763 | $682.7K | 0.09% | −1,000−7.8% | Reduced |
| Valley Brook Capital Group | 11,775 | $683.4K | 0.68% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,785 | $684.0K | 0.25% | +19+0.2% | Added |
| Westmount Partners, LLC | 11,786 | $684.0K | 0.30% | +679+6.1% | Added |
| Wealth Effects LLC | 11,805 | $685.2K | 0.34% | −1,248−9.6% | Reduced |
| Lion Street Advisors, LLC | 11,806 | $685.3K | 0.22% | −3,536−23.0% | Reduced |
| Pictet & Cie (Europe) SA | 11,850 | $687.8K | 0.02% | +600+5.3% | Added |
| Barrett & Company, Inc. | 11,863 | $688.5K | 0.41% | −121−1.0% | Reduced |
| WoodTrust Financial Corp | 11,917 | $692.0K | 0.13% | +300+2.6% | Added |
| Graypoint LLC | 11,927 | $692.2K | 0.07% | +2,767+30.2% | Added |
| Redhawk Wealth Advisors, Inc. | 11,935 | $692.7K | 0.23% | −68−0.6% | Reduced |
| MBA Advisors LLC | 11,986 | $695.7K | 0.43% | −140−1.2% | Reduced |
| SOL Capital Management CO | 11,988 | $696.0K | 0.11% | −200−1.6% | Reduced |
| New Hampshire Trust | 11,993 | $696.1K | 0.19% | −77−0.6% | Reduced |
| Sentry Investment Management LLC | 12,131 | $704.0K | 0.34% | −2,762−18.5% | Reduced |
| Jmac Enterprises LLC | 12,171 | $706.4K | 0.17% | +1,245+11.4% | Added |
| Retirement Planning Co of New England, Inc. | 12,176 | $706.7K | 0.39% | +150+1.2% | Added |
| Legacy Private Trust Co. | 12,184 | $707.2K | 0.06% | −170−1.4% | Reduced |
| Cobblestone Asset Management LLC | 12,222 | $709.4K | 0.58% | +12,222 | New |
| Prudent Man Advisors, LLC | 12,233 | $710.0K | 0.28% | 00.0% | Unchanged |
| Northeast Investment Management | 12,261 | $711.6K | 0.04% | +1,800+17.2% | Added |
| Biltmore Family Office, LLC | 12,308 | $714.4K | 0.16% | −35−0.3% | Reduced |
| Formidable Asset Management, LLC | 12,313 | $714.6K | 0.16% | −300−2.4% | Reduced |
| David Loasby | 12,657 | $718.0K | 0.08% | +4,573+56.6% | Added |
| Penserra Capital Management LLC | 12,430 | $720.0K | 0.01% | −2,048−14.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 12,431 | $721.5K | 0.26% | +7+0.1% | Added |
| Winning Points Advisors, LLC | 12,481 | $725.6K | 1.29% | +500+4.2% | Added |
| Centennial Bank | 12,508 | $726.0K | 0.50% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 12,564 | $729.2K | 0.18% | +1,962+18.5% | Added |
| Arete Wealth Advisors, LLC | 12,599 | $731.2K | 0.13% | −10,199−44.7% | Reduced |
| Centaurus Financial, Inc. | 12,629 | $733.0K | 0.06% | +24+0.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 12,675 | $735.7K | 0.42% | −725−5.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 12,673 | $736.0K | 0.72% | +430+3.5% | Added |
| Transform Wealth, LLC | 12,698 | $737.0K | 0.08% | −40,607−76.2% | Reduced |
| Archford Capital Strategies, LLC | 12,698 | $737.0K | 0.15% | −259−2.0% | Reduced |
| Bridges Investment Management Inc | 12,729 | $738.8K | 0.03% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,746 | $739.8K | 0.32% | +8,471+198.2% | Added |
| Alera Investment Advisors, LLC | 12,812 | $743.6K | 0.12% | +61+0.5% | Added |
| Elmwood Wealth Management, Inc. | 12,845 | $745.5K | 0.36% | −162−1.2% | Reduced |
| GFS Advisors, LLC | 12,850 | $746.0K | 0.12% | +12,850 | New |
| Union Savings Bank | 12,868 | $746.9K | 0.47% | 00.0% | Unchanged |
| Capital Advisors Inc | 12,883 | $747.7K | 0.02% | −1,966−13.2% | Reduced |
| Nichols & Pratt Advisers LLP | 12,895 | $748.4K | 0.06% | +1,695+15.1% | Added |
| CoreFirst Bank & Trust | 13,007 | $754.9K | 0.54% | −585−4.3% | Reduced |
| Fortem Financial Group, LLC | 13,010 | $755.1K | 0.44% | −2,969−18.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,019 | $755.6K | 0.07% | −73,577−85.0% | Reduced |
| Options Solutions, LLC | 13,104 | $760.5K | 0.87% | −596−4.4% | Reduced |