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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 19,185 | $1.11M | 0.33% | +358+1.9% | Added |
| Beech Hill Advisors, Inc. | 19,227 | $1.12M | 0.56% | −575−2.9% | Reduced |
| Montecito Bank & Trust | 19,232 | $1.12M | 0.26% | −800−4.0% | Reduced |
| Global Retirement Partners, LLC | 19,712 | $1.12M | 0.06% | −1,015−4.9% | Reduced |
| Transatlantique Private Wealth LLC | 19,373 | $1.12M | 0.60% | 00.0% | Unchanged |
| Optimum Investment Advisors | 19,409 | $1.13M | 0.58% | −1,257−6.1% | Reduced |
| Spotlight Asset Group, Inc. | 19,450 | $1.13M | 1.02% | 00.0% | Unchanged |
| W Advisors, LLC | 19,596 | $1.14M | 0.93% | −2,157−9.9% | Reduced |
| Neumann Capital Management, LLC | 19,643 | $1.14M | 0.50% | +314+1.6% | Added |
| Schmidt P J Investment Management Inc | 20,195 | $1.14M | 0.24% | −1,400−6.5% | Reduced |
| AMG National Trust Bank | 19,685 | $1.14M | 0.04% | +201+1.0% | Added |
| Ramirez Asset Management, Inc. | 19,714 | $1.14M | 0.25% | +19,714 | New |
| Pflug Koory, LLC | 19,769 | $1.15M | 0.66% | 00.0% | Unchanged |
| CSS LLC | 19,800 | $1.15M | 0.10% | +700+3.7% | Added |
| Delos Wealth Advisors, LLC | 18,708 | $1.15M | 1.40% | −259−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 19,880 | $1.15M | 0.28% | +152+0.8% | Added |
| Taylor Frigon Capital Management LLC | 19,968 | $1.16M | 0.64% | +535+2.8% | Added |
| Cypress Asset Management Inc | 20,069 | $1.16M | 0.39% | +385+2.0% | Added |
| Beaton Management Co. Inc. | 20,058 | $1.16M | 0.76% | −100−0.5% | Reduced |
| Legacy Bridge, LLC | 20,058 | $1.16M | 0.83% | −2,500−11.1% | Reduced |
| Campbell Wealth Management | 20,083 | $1.17M | 0.14% | 00.0% | Unchanged |
| Citizens & Northern Corp | 20,112 | $1.17M | 0.47% | −790−3.8% | Reduced |
| Keating Investment Counselors Inc | 20,137 | $1.17M | 0.40% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 20,205 | $1.17M | 0.64% | −914−4.3% | Reduced |
| AXS Investments LLC | 20,210 | $1.17M | 0.30% | +1,763+9.6% | Added |
| Quadrant Private Wealth Management, LLC | 20,219 | $1.17M | 0.39% | −873−4.1% | Reduced |
| Humankind Investments LLC | 20,243 | $1.17M | 0.49% | +991+5.1% | Added |
| Lineweaver Wealth Advisors, LLC | 20,303 | $1.18M | 0.34% | −13,238−39.5% | Reduced |
| Capital Wealth Planning, LLC | 20,319 | $1.18M | 0.01% | +3,283+19.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,345 | $1.18M | 0.77% | +550+2.8% | Added |
| Newman Dignan & Sheerar, Inc. | 20,388 | $1.18M | 0.39% | −1,006−4.7% | Reduced |
| ZWJ Investment Counsel Inc | 20,398 | $1.18M | 0.07% | −261−1.3% | Reduced |
| Affinity Investment Advisors, LLC | 20,405 | $1.18M | 0.76% | −583−2.8% | Reduced |
| Notis-McConarty Edward | 20,425 | $1.19M | 0.48% | −1,100−5.1% | Reduced |
| Alta Wealth Advisors LLC | 20,471 | $1.19M | 0.73% | −1,575−7.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,595 | $1.20M | 0.33% | −2,550−11.0% | Reduced |
| Moneta Group Investment Advisors LLC | 20,698 | $1.20M | 0.03% | −4,159−16.7% | Reduced |
| Chesapeake Wealth Management | 20,721 | $1.20M | 0.50% | −522−2.5% | Reduced |
| Opes Wealth Management LLC | 20,740 | $1.20M | 0.33% | +124+0.6% | Added |
| City Holding Co | 20,743 | $1.20M | 0.21% | −1,419−6.4% | Reduced |
| Montag A & Associates Inc | 20,796 | $1.21M | 0.08% | −475−2.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,910 | $1.21M | 0.10% | −10,000−32.4% | Reduced |
| Mission Wealth Management, LP | 20,922 | $1.21M | 0.05% | −1,589−7.1% | Reduced |
| Confluence Wealth Services, Inc. | 20,934 | $1.21M | 0.24% | +1,470+7.6% | Added |
| Main Street Research LLC | 20,997 | $1.22M | 0.13% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,988 | $1.22M | 0.03% | +1,485+7.6% | Added |
| Excalibur Management Corp | 21,037 | $1.22M | 0.63% | +1,161+5.8% | Added |
| Raab & Moskowitz Asset Management LLC | 21,098 | $1.22M | 0.43% | −2,488−10.5% | Reduced |
| Parisi Gray Wealth Management | 21,129 | $1.23M | 0.56% | +990+4.9% | Added |
| Curbstone Financial Management Corp | 21,136 | $1.23M | 0.30% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 21,145 | $1.23M | 0.15% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 21,170 | $1.23M | 0.06% | −600−2.8% | Reduced |
| Sterling Investment Management, Inc. | 21,188 | $1.23M | 1.09% | −350−1.6% | Reduced |
| Granite Investment Partners, LLC | 21,241 | $1.23M | 0.05% | −200−0.9% | Reduced |
| Essex Savings Bank | 21,397 | $1.24M | 0.42% | −129−0.6% | Reduced |
| Harvest Investment Advisors, LLC | 21,461 | $1.25M | 1.12% | +364+1.7% | Added |
| First United Bank Trust | 21,536 | $1.25M | 0.58% | −390−1.8% | Reduced |
| Wealthsource Partners, LLC | 21,589 | $1.25M | 0.09% | −2,572−10.6% | Reduced |
| KG&L Capital Management,LLC | 21,585 | $1.25M | 0.60% | −4,061−15.8% | Reduced |
| Concord Wealth Partners | 21,619 | $1.25M | 0.27% | +1,330+6.6% | Added |
| Palisade Asset Management, LLC | 21,686 | $1.26M | 0.15% | +760+3.6% | Added |
| Independent Financial Group, LLC | 21,792 | $1.26M | 0.08% | +4,037+22.7% | Added |
| Joel Isaacson & Co., LLC | 21,829 | $1.27M | 0.09% | +22+0.1% | Added |
| Nicolet Bankshares Inc | 21,830 | $1.27M | 0.39% | −5,270−19.4% | Reduced |
| Claro Advisors LLC | 22,009 | $1.28M | 0.32% | +887+4.2% | Added |
| Callahan Advisors, LLC | 22,017 | $1.28M | 0.16% | −47,818−68.5% | Reduced |
| Thoroughbred Financial Services, LLC | 22,030 | $1.28M | 0.13% | +8,217+59.5% | Added |
| 9258 Wealth Management, LLC | 22,051 | $1.28M | 0.25% | −507−2.2% | Reduced |
| Donoghue Forlines LLC | 22,066 | $1.28M | 0.46% | +6,071+38.0% | Added |
| Members Capital Advisors Inc | 22,102 | $1.28M | 1.59% | −9,606−30.3% | Reduced |
| OmniStar Financial Group, Inc. | 22,073 | $1.28M | 1.52% | +2,437+12.4% | Added |
| Highlander Capital Management, LLC | 22,149 | $1.29M | 0.51% | +1,407+6.8% | Added |
| Meeder Advisory Services, Inc. | 22,158 | $1.29M | 0.16% | −6,522−22.7% | Reduced |
| Insight Inv LLC | 22,796 | $1.29M | 1.43% | −535−2.3% | Reduced |
| Chatham Capital Group, Inc. | 22,188 | $1.29M | 0.29% | 00.0% | Unchanged |
| Smithfield Trust Co | 22,318 | $1.29M | 0.08% | −220−1.0% | Reduced |
| Anchor Investment Management, LLC | 22,279 | $1.29M | 0.17% | +460+2.1% | Added |
| 3Chopt Investment Partners, LLC | 22,311 | $1.29M | 0.76% | +6,894+44.7% | Added |
| J. W. Coons Advisors, LLC | 22,320 | $1.30M | 0.37% | −945−4.1% | Reduced |
| Chesley Taft & Associates LLC | 22,387 | $1.30M | 0.08% | −70−0.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 22,389 | $1.30M | 0.38% | −577−2.5% | Reduced |
| Cigna Investments Inc | 22,464 | $1.30M | 0.30% | −3,047−11.9% | Reduced |
| Benedetti & Gucer, Inc. | 22,482 | $1.30M | 0.71% | +2,457+12.3% | Added |
| International Assets Investment Management, LLC | 22,606 | $1.31M | 0.18% | −5,434−19.4% | Reduced |
| Stonebridge Capital Management Inc | 22,565 | $1.31M | 0.72% | −6,040−21.1% | Reduced |
| Ti-Trust, Inc | 22,637 | $1.31M | 1.25% | +89+0.4% | Added |
| Forza Wealth Management, LLC | 22,694 | $1.32M | 0.68% | −200−0.9% | Reduced |
| St Germain D J Co Inc | 22,770 | $1.32M | 0.07% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 22,772 | $1.32M | 1.51% | +2,321+11.3% | Added |
| Klingenstein Fields & Co LP | 22,782 | $1.32M | 0.06% | +589+2.7% | Added |
| Forum Financial Management, LP | 22,810 | $1.32M | 0.03% | −58−0.3% | Reduced |
| Schulhoff & Co Inc | 22,954 | $1.33M | 0.67% | −1,250−5.2% | Reduced |
| Eagle Harbor Asset Management Inc | 22,997 | $1.33M | 1.75% | +1,484+6.9% | Added |
| South Street Advisors LLC | 23,085 | $1.34M | 0.27% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 23,093 | $1.34M | 0.02% | −299−1.3% | Reduced |
| AlphaMark Advisors, LLC | 23,180 | $1.34M | 0.58% | +520+2.3% | Added |
| Wolf Group Capital Advisors | 23,207 | $1.35M | 0.64% | −95−0.4% | Reduced |
| Matrix Trust Co | 23,355 | $1.36M | 0.35% | +162+0.7% | Added |
| Donald L. Hagan, LLC | 23,378 | $1.36M | 0.81% | −2,586−10.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 23,402 | $1.36M | 0.07% | +11,629+98.8% | Added |