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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 16,029 | $930.0K | 0.12% | +16,029 | New |
| Stevens Capital Management LP | 16,098 | $934.0K | 0.27% | −10,492−39.5% | Reduced |
| Comerica Securities,inc. | 16,108 | $934.9K | 0.08% | −13−0.1% | Reduced |
| Jones Financial Companies LLLP | 16,112 | $935.1K | 0.00% | +3,341+26.2% | Added |
| Indiana Trust & Investment Management CO | 16,134 | $936.4K | 0.47% | −1,157−6.7% | Reduced |
| Knuff & Co LLC | 16,143 | $936.9K | 0.37% | −650−3.9% | Reduced |
| Fruth Investment Management | 16,150 | $937.0K | 0.28% | 00.0% | Unchanged |
| Clarius Group, LLC | 16,158 | $937.8K | 0.09% | −6,301−28.1% | Reduced |
| Hengehold Capital Management LLC | 16,179 | $939.0K | 0.12% | −928−5.4% | Reduced |
| Bank Ozk | 16,196 | $940.0K | 0.52% | −7,960−33.0% | Reduced |
| CFM Wealth Partners LLC | 16,225 | $941.7K | 0.25% | −3,518−17.8% | Reduced |
| Alterity Financial Group, LLC | 16,230 | $942.0K | 1.49% | +10.0% | Added |
| Pavion Blue Capital, LLC | 16,376 | $950.5K | 0.58% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 16,385 | $951.0K | 0.84% | +2,924+21.7% | Added |
| Lake Street Financial LLC | 16,438 | $955.7K | 0.17% | −1,438−8.0% | Reduced |
| RMB Capital Management, LLC | 16,477 | $956.3K | 0.03% | +144+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 16,552 | $961.0K | 0.10% | +10,398+169.0% | Added |
| Everett Harris & Co | 16,582 | $962.4K | 0.02% | −324−1.9% | Reduced |
| Spirit of America Management Corp | 16,650 | $966.4K | 0.22% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15,127 | $968.0K | 0.01% | +1,963+14.9% | Added |
| L2 Asset Management, LLC | 977 | $968.5K | 0.47% | −21,190−95.6% | Reduced |
| Park Edge Advisors, LLC | 16,703 | $969.4K | 0.35% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 16,743 | $971.8K | 0.03% | +113+0.7% | Added |
| Keebeck Wealth Management, LLC | 16,751 | $972.2K | 0.17% | +6,438+62.4% | Added |
| Boothbay Fund Management, LLC | 16,809 | $975.6K | 0.03% | +16,809 | New |
| Brevan Howard Capital Management LP | 16,853 | $978.1K | 0.29% | +16,853 | New |
| First Financial Corp | 16,872 | $979.2K | 0.57% | +5,810+52.5% | Added |
| RFG Advisory, LLC | 16,952 | $983.9K | 0.04% | +2,046+13.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 16,946 | $984.0K | 0.11% | −526−3.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 17,007 | $987.1K | 0.07% | −1,516−8.2% | Reduced |
| V-Square Quantitative Management LLC | 17,018 | $987.7K | 0.43% | +4,140+32.1% | Added |
| Proficio Capital Partners LLC | 17,023 | $988.0K | 0.13% | −380−2.2% | Reduced |
| Quadrant Capital Group LLC | 17,071 | $990.8K | 0.10% | −731−4.1% | Reduced |
| Physicians Financial Services, Inc. | 17,088 | $992.0K | 0.41% | −200−1.2% | Reduced |
| Hedges Asset Management LLC | 17,150 | $995.4K | 0.87% | +5,300+44.7% | Added |
| Ameritas Advisory Services, LLC | 17,322 | $995.5K | 0.05% | +9,961+135.3% | Added |
| Coastal Investment Advisors, Inc. | 15,663 | $1.00M | 0.23% | −1,067−6.4% | Reduced |
| Acropolis Investment Management, LLC | 17,314 | $1.00M | 0.08% | +5,704+49.1% | Added |
| MSH Capital Advisors LLC | 17,345 | $1.01M | 0.39% | −464−2.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,351 | $1.01M | 0.14% | −1,316−7.0% | Reduced |
| Wexford Capital LP | 17,389 | $1.01M | 0.23% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,419 | $1.01M | 0.03% | −663−3.7% | Reduced |
| Good Life Advisors, LLC | 17,439 | $1.01M | 0.12% | +2,239+14.7% | Added |
| Naviter Wealth, LLC | 17,500 | $1.02M | 0.25% | +1,002+6.1% | Added |
| Marble Harbor Investment Counsel, LLC | 17,510 | $1.02M | 0.13% | +42+0.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 17,569 | $1.02M | 0.02% | +17,569 | New |
| Lombard Odier Asset Management (Switzerland) SA | 17,593 | $1.02M | 0.17% | −1,548−8.1% | Reduced |
| Van Strum & Towne Inc. | 17,642 | $1.02M | 0.43% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17,703 | $1.03M | 0.11% | −2,609−12.8% | Reduced |
| Kovack Advisors, Inc. | 17,746 | $1.03M | 0.14% | +2,295+14.9% | Added |
| Alaethes Wealth LLC | 17,807 | $1.03M | 0.57% | +2,408+15.6% | Added |
| Penobscot Investment Management Company, Inc. | 17,837 | $1.04M | 0.14% | +6,992+64.5% | Added |
| Waldron Private Wealth LLC | 17,846 | $1.04M | 0.05% | +3,032+20.5% | Added |
| Western Wealth Management, LLC | 17,880 | $1.04M | 0.09% | −2,881−13.9% | Reduced |
| Clear Harbor Asset Management, LLC | 17,941 | $1.04M | 0.11% | −2,119−10.6% | Reduced |
| Nwam LLC | 17,975 | $1.04M | 0.11% | −8,249−31.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 17,991 | $1.04M | 0.43% | −623−3.3% | Reduced |
| First Command Advisory Services, Inc. | 18,003 | $1.04M | 0.01% | +18,003 | New |
| Headinvest, LLC | 18,063 | $1.04M | 0.23% | −1,080−5.6% | Reduced |
| Veriti Management LLC | 18,042 | $1.05M | 0.12% | −285−1.6% | Reduced |
| Asset Dedication, LLC | 18,072 | $1.05M | 0.09% | −163−0.9% | Reduced |
| Bank of Hawaii | 18,061 | $1.05M | 0.06% | −1,229−6.4% | Reduced |
| Chapin Davis, Inc. | 18,171 | $1.05M | 0.50% | −166−0.9% | Reduced |
| Old North State Trust, LLC | 18,175 | $1.05M | 0.82% | +25+0.1% | Added |
| BigSur Wealth Management LLC | 18,200 | $1.06M | 0.53% | −800−4.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18,225 | $1.06M | 0.48% | −2,727−13.0% | Reduced |
| Arden Trust Co | 18,239 | $1.06M | 0.18% | −377−2.0% | Reduced |
| Garrison Point Advisors, LLC | 18,276 | $1.06M | 0.82% | −204−1.1% | Reduced |
| Court Place Advisors, LLC | 18,292 | $1.06M | 0.38% | −70−0.4% | Reduced |
| Atlas Brown,Inc. | 18,310 | $1.06M | 0.48% | −2,055−10.1% | Reduced |
| Sentry LLC | 18,315 | $1.06M | 0.22% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 18,391 | $1.07M | 0.06% | −57−0.3% | Reduced |
| Centiva Capital, LP | 18,415 | $1.07M | 0.05% | −9,023−32.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,433 | $1.07M | 0.54% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,443 | $1.07M | 0.24% | −666−3.5% | Reduced |
| Parkside Financial Bank & Trust | 18,493 | $1.07M | 0.25% | +3,873+26.5% | Added |
| BlueCrest Capital Management Ltd | 18,564 | $1.08M | 0.17% | +18,564 | New |
| Roman Butler Fullerton & Co | 19,081 | $1.08M | 0.51% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 18,646 | $1.08M | 0.08% | −104,165−84.8% | Reduced |
| DT Investment Partners, LLC | 18,665 | $1.08M | 0.13% | +56+0.3% | Added |
| Waddell & Associates, LLC | 18,680 | $1.08M | 0.16% | +126+0.7% | Added |
| Aull & Monroe Investment Management Corp | 18,721 | $1.09M | 0.57% | −452−2.4% | Reduced |
| Allegheny Financial Group LTD | 18,725 | $1.09M | 0.41% | +1,805+10.7% | Added |
| Baker Tilly Wealth Management, LLC | 18,754 | $1.09M | 0.18% | −1,397−6.9% | Reduced |
| Azzad Asset Management Inc | 18,785 | $1.09M | 0.15% | −44−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,789 | $1.09M | 0.04% | +3,518+23.0% | Added |
| First National Advisers, LLC | 18,837 | $1.09M | 0.49% | +12,054+177.7% | Added |
| Jump Financial, LLC | 18,859 | $1.09M | 0.04% | −21,647−53.4% | Reduced |
| Seelaus Asset Management LLC | 18,861 | $1.09M | 1.24% | −1,069−5.4% | Reduced |
| Cobblestone Capital Advisors LLC | 18,910 | $1.10M | 0.08% | −2,593−12.1% | Reduced |
| High Net Worth Advisory Group LLC | 18,911 | $1.10M | 0.44% | −530−2.7% | Reduced |
| Fundamentun, LLC | 18,950 | $1.10M | 0.16% | +2,637+16.2% | Added |
| Waters Parkerson & Co., LLC | 18,946 | $1.10M | 0.07% | −300−1.6% | Reduced |
| Fayez Sarofim & Co | 18,963 | $1.10M | 0.00% | +3,433+22.1% | Added |
| Cooper Financial Group | 18,968 | $1.10M | 0.26% | +407+2.2% | Added |
| Symmetry Partners, LLC | 19,028 | $1.10M | 0.06% | −4,127−17.8% | Reduced |
| Archer Investment Corp | 19,076 | $1.11M | 0.39% | +1,000+5.5% | Added |
| Adalta Capital Management LLC | 19,092 | $1.11M | 0.76% | −135−0.7% | Reduced |
| Wendell David Associates Inc | 19,099 | $1.11M | 0.13% | +800+4.4% | Added |
| Spire Wealth Management | 19,162 | $1.11M | 0.04% | −2,943−13.3% | Reduced |