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 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 | 2,529 | $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 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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 13,135 | $762.4K | 0.69% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 13,151 | $763.3K | 0.07% | −1,584−10.7% | Reduced |
| Spears Abacus Advisors LLC | 13,174 | $764.6K | 0.07% | 00.0% | Unchanged |
| Golden State Equity Partners | 13,188 | $765.4K | 0.21% | +10,839+461.4% | Added |
| Community Financial Services Group, LLC | 13,195 | $765.8K | 0.19% | +13,195 | New |
| Enterprise Financial Services Corp | 13,199 | $766.1K | 0.53% | −804−5.7% | Reduced |
| Atwood & Palmer Inc | 13,202 | $766.2K | 0.07% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 13,206 | $766.5K | 0.03% | −2,321−14.9% | Reduced |
| HCR Wealth Advisors | 13,213 | $766.9K | 0.17% | −1,030−7.2% | Reduced |
| Change Path, LLC | 13,235 | $768.0K | 0.06% | −4,609−25.8% | Reduced |
| Evermay Wealth Management LLC | 13,271 | $770.2K | 0.16% | −420−3.1% | Reduced |
| Qtron Investments LLC | 13,299 | $771.9K | 0.15% | −6,883−34.1% | Reduced |
| Private Wealth Partners, LLC | 13,307 | $772.3K | 0.07% | −104−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 13,343 | $774.0K | 0.05% | −1,003−7.0% | Reduced |
| Summit Trail Advisors, LLC | 13,391 | $777.2K | 0.03% | −2,389−15.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,399 | $777.7K | 0.03% | −1,612−10.7% | Reduced |
| Valley National Advisers Inc | 13,429 | $779.0K | 0.14% | +193+1.5% | Added |
| First Financial Bank - Trust Division | 13,438 | $779.9K | 0.09% | −3,044−18.5% | Reduced |
| Smith, Salley & Associates | 13,466 | $781.5K | 0.06% | +917+7.3% | Added |
| Vectors Research Management, LLC | 13,476 | $782.0K | 0.25% | −300−2.2% | Reduced |
| DFPG Investments, LLC | 15,532 | $783.0K | 0.07% | −3,033−16.3% | Reduced |
| Toews Corp | 13,500 | $783.5K | 0.47% | +13,500 | New |
| PFG Investments, LLC | 13,505 | $783.8K | 0.15% | −1,381−9.3% | Reduced |
| Beacon Financial Advisory LLC | 13,555 | $786.7K | 0.43% | +426+3.2% | Added |
| Procyon Private Wealth Partners, LLC | 13,562 | $787.1K | 0.08% | +2,135+18.7% | Added |
| Sax Wealth Advisors, LLC | 13,580 | $788.2K | 0.16% | +1,477+12.2% | Added |
| Dorchester Wealth Management Co | 13,594 | $789.0K | 0.16% | −800−5.6% | Reduced |
| Howe & Rusling Inc | 13,664 | $793.1K | 0.09% | −72,623−84.2% | Reduced |
| Cornerstone Advisory, LLC | 13,789 | $800.3K | 0.14% | −458−3.2% | Reduced |
| Texas Yale Capital Corp. | 13,790 | $800.4K | 0.04% | −130−0.9% | Reduced |
| Wedmont Private Capital | 14,222 | $805.1K | 0.08% | +169+1.2% | Added |
| LVM Capital Management Ltd | 13,900 | $807.0K | 0.11% | −500−3.5% | Reduced |
| MBM Wealth Consultants, LLC | 14,295 | $807.2K | 0.35% | +2,521+21.4% | Added |
| Westhampton Capital, LLC | 13,942 | $809.2K | 0.52% | 00.0% | Unchanged |
| Ironwood Financial, llc | 13,973 | $811.0K | 0.22% | +150+1.1% | Added |
| Abn Amro Investment Solutions | 13,983 | $811.6K | 0.02% | −7,834−35.9% | Reduced |
| Scott Investment Partners LLP | 14,000 | $813.0K | 1.87% | 00.0% | Unchanged |
| MQS Management LLC | 14,012 | $813.3K | 0.50% | +4,742+51.2% | Added |
| United Bank | 14,042 | $815.0K | 0.49% | −3,221−18.7% | Reduced |
| Grandfield & Dodd, LLC | 14,049 | $815.5K | 0.06% | −141−1.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 15,628 | $817.2K | 0.20% | −741−4.5% | Reduced |
| Whalerock Point Partners, LLC | 14,147 | $821.1K | 0.28% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 14,158 | $821.7K | 0.10% | −824−5.5% | Reduced |
| Sovereign Financial Group, Inc. | 14,166 | $822.2K | 0.29% | −1,379−8.9% | Reduced |
| Personal Cfo Solutions, LLC | 14,192 | $823.7K | 0.16% | +342+2.5% | Added |
| Zuckerman Investment Group, LLC | 14,200 | $824.2K | 0.12% | −640−4.3% | Reduced |
| Capstone Financial Advisors, Inc. | 14,264 | $827.9K | 0.07% | −401−2.7% | Reduced |
| Van Cleef Asset Management,Inc | 14,277 | $828.6K | 0.13% | −1,529−9.7% | Reduced |
| SageView Advisory Group, LLC | 14,289 | $829.3K | 0.05% | −3,527−19.8% | Reduced |
| Human Investing LLC | 14,349 | $832.8K | 0.19% | −592−4.0% | Reduced |
| Cohen Capital Management, Inc. | 14,390 | $835.2K | 0.17% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 14,410 | $836.4K | 0.23% | +14,410 | New |
| Retirement Guys Formula LLC | 14,454 | $838.9K | 0.58% | +14,454 | New |
| Stansberry Asset Management, LLC | 14,472 | $839.9K | 0.15% | −87,585−85.8% | Reduced |
| City State Bank | 14,509 | $842.0K | 0.46% | +200+1.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,520 | $842.7K | 0.44% | −142−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 14,547 | $844.3K | 0.53% | +14,547 | New |
| Washington Trust Co | 14,566 | $845.4K | 0.04% | +81+0.6% | Added |
| Saybrook Capital | 14,863 | $863.0K | 0.26% | 00.0% | Unchanged |
| Coastline Trust Co | 14,897 | $864.6K | 0.13% | −3,180−17.6% | Reduced |
| Clark Capital Management Group, Inc. | 14,917 | $865.8K | 0.01% | −1,519−9.2% | Reduced |
| Accredited Investors Inc. | 14,917 | $865.8K | 0.06% | −779−5.0% | Reduced |
| Ritholtz Wealth Management | 14,945 | $867.4K | 0.04% | −6,110−29.0% | Reduced |
| ProVise Management Group, LLC | 14,969 | $868.8K | 0.08% | −1,026−6.4% | Reduced |
| Black Maple Capital Management LP | 15,000 | $870.6K | 0.79% | +10,000+200.0% | Added |
| Mitchell Sinkler & Starr | 15,005 | $870.9K | 0.27% | +2,230+17.5% | Added |
| Athena Investment Management | 15,114 | $877.2K | 0.63% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 15,157 | $879.7K | 0.40% | −1,980−11.6% | Reduced |
| Xcel Wealth Management, LLC | 15,165 | $880.2K | 0.35% | −14,471−48.8% | Reduced |
| Little House Capital LLC | 15,198 | $882.1K | 0.36% | +1,414+10.3% | Added |
| Portside Wealth Group, LLC | 15,210 | $883.0K | 0.17% | +290+1.9% | Added |
| NCM Capital Management, LLC | 15,222 | $883.5K | 0.63% | −85−0.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 15,233 | $884.1K | 0.03% | −1,701−10.0% | Reduced |
| Richwood Investment Advisors, LLC | 15,256 | $885.4K | 0.90% | −135−0.9% | Reduced |
| Boston Trust Walden Corp | 15,258 | $885.6K | 0.01% | +771+5.3% | Added |
| WCG Wealth Advisors LLC | 13,755 | $887.0K | 0.06% | −12,910−48.4% | Reduced |
| Cim Investment Mangement Inc | 15,315 | $888.9K | 0.33% | −334−2.1% | Reduced |
| Fountainhead AM, LLC | 15,390 | $893.2K | 0.31% | −432−2.7% | Reduced |
| Dividend Assets Capital, LLC | 15,445 | $896.0K | 0.19% | −4,099−21.0% | Reduced |
| Investment Partners, Ltd. | 15,499 | $899.6K | 0.47% | +1,224+8.6% | Added |
| Chicago Partners Investment Group LLC | 16,075 | $900.2K | 0.05% | −165−1.0% | Reduced |
| Community Bank of Raymore | 15,515 | $900.5K | 0.42% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 15,575 | $904.0K | 0.96% | −855−5.2% | Reduced |
| Great Valley Advisor Group, Inc. | 15,577 | $904.5K | 0.04% | −1,313−7.8% | Reduced |
| Financial Advocates Investment Management | 15,608 | $905.9K | 0.07% | −3,032−16.3% | Reduced |
| Concord Asset Management, LLC | 15,615 | $906.3K | 0.30% | +2,967+23.5% | Added |
| Perkins Capital Management Inc | 15,641 | $908.0K | 0.90% | 00.0% | Unchanged |
| Estabrook Capital Management | 15,647 | $908.2K | 0.16% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 15,654 | $908.6K | 0.47% | +15,654 | New |
| Mystic Asset Management, Inc. | 15,676 | $909.8K | 0.51% | −409−2.5% | Reduced |
| Schnieders Capital Management LLC | 15,708 | $911.7K | 0.20% | −200−1.3% | Reduced |
| Field & Main Bank | 15,727 | $912.8K | 0.43% | +4,025+34.4% | Added |
| Cornerstone Wealth Management, LLC | 15,729 | $912.9K | 0.09% | +900+6.1% | Added |
| GPS Wealth Strategies Group, LLC | 15,758 | $914.6K | 0.18% | +682+4.5% | Added |
| Balentine LLC | 15,793 | $916.6K | 0.03% | −4,694−22.9% | Reduced |
| TCWP LLC | 15,891 | $922.3K | 0.70% | −73,484−82.2% | Reduced |
| Provenance Wealth Advisors, LLC | 15,939 | $925.1K | 0.15% | +15,939 | New |
| First County Bank | 15,989 | $928.0K | 0.48% | −798−4.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 15,989 | $928.0K | 0.44% | +536+3.5% | Added |
| Virtue Capital Management, LLC | 14,354 | $929.1K | 0.16% | 00.0% | Unchanged |