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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 23,481 | $1.36M | 0.13% | −245−1.0% | Reduced |
| Intrust Bank NA | 23,531 | $1.37M | 0.17% | −2,645−10.1% | Reduced |
| Phoenix Holdings Ltd. | 23,400 | $1.37M | 0.03% | −18,600−44.3% | Reduced |
| We Are One Seven, LLC | 23,581 | $1.37M | 0.11% | −239−1.0% | Reduced |
| Bellwether Advisors, LLC | 23,584 | $1.37M | 0.37% | −428−1.8% | Reduced |
| Bell Bank | 23,585 | $1.37M | 0.15% | +1,167+5.2% | Added |
| Berkeley Capital Partners, LLC | 23,629 | $1.37M | 0.50% | −1,033−4.2% | Reduced |
| Bank of New Hampshire | 23,757 | $1.38M | 0.41% | −40.0% | Reduced |
| Monetary Management Group Inc | 23,775 | $1.38M | 0.46% | −3,042−11.3% | Reduced |
| Dakota Wealth Management | 23,820 | $1.38M | 0.06% | −3,418−12.5% | Reduced |
| Valeo Financial Advisors, LLC | 42,506 | $1.38M | 0.06% | −10,403−19.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 23,856 | $1.38M | 0.06% | −11,745−33.0% | Reduced |
| ARS Investment Partners, LLC | 23,875 | $1.39M | 0.17% | −800−3.2% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $1.39M | 0.16% | 00.0% | Unchanged |
| Platform Technology Partners | 23,998 | $1.39M | 0.65% | −318−1.3% | Reduced |
| Mather Group, LLC. | 24,025 | $1.39M | 0.02% | −1,297−5.1% | Reduced |
| KCS Wealth Advisory | 24,038 | $1.40M | 0.59% | −2,459−9.3% | Reduced |
| Woodmont Investment Counsel LLC | 24,050 | $1.40M | 0.15% | −2,660−10.0% | Reduced |
| Compass Wealth Management LLC | 24,053 | $1.40M | 0.44% | −467−1.9% | Reduced |
| St. Clair Advisors, LLC | 24,133 | $1.40M | 0.55% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 24,157 | $1.40M | 0.13% | −251−1.0% | Reduced |
| Chicago Trust Co NA | 24,164 | $1.40M | 0.35% | −385−1.6% | Reduced |
| First American Bank | 24,374 | $1.41M | 0.13% | −1,028−4.0% | Reduced |
| Covenant Asset Management, LLC | 24,483 | $1.42M | 0.44% | +113+0.5% | Added |
| Trust Asset Management LLC | 24,521 | $1.42M | 0.15% | 00.0% | Unchanged |
| Sky Investment Group LLC | 24,562 | $1.43M | 0.32% | −100−0.4% | Reduced |
| Mastrapasqua Asset Management Inc | 24,696 | $1.43M | 0.17% | −150−0.6% | Reduced |
| Manchester Capital Management LLC | 24,781 | $1.44M | 0.21% | −1,512−5.8% | Reduced |
| Thomasville National Bank | 24,798 | $1.44M | 0.14% | −651−2.6% | Reduced |
| Beaumont Financial Advisors, LLC | 24,845 | $1.44M | 0.14% | −161−0.6% | Reduced |
| United Bank | 24,847 | $1.44M | 0.19% | 00.0% | Unchanged |
| Investment House LLC | 24,863 | $1.44M | 0.11% | −10,027−28.7% | Reduced |
| Longfellow Investment Management Co LLC | 24,869 | $1.44M | 0.38% | +2,634+11.8% | Added |
| Shelton Wealth Management, LLC | 24,952 | $1.45M | 1.16% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.45M | 0.55% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 25,133 | $1.46M | 0.10% | −181−0.7% | Reduced |
| Kensington Investment Counsel, LLC | 25,157 | $1.46M | 0.91% | +1,480+6.3% | Added |
| Chilton Capital Management LLC | 25,160 | $1.46M | 0.08% | −300−1.2% | Reduced |
| Burney Co | 25,166 | $1.46M | 0.07% | −34,140−57.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 25,291 | $1.47M | 0.49% | +1,130+4.7% | Added |
| Howland Capital Management LLC | 25,314 | $1.47M | 0.09% | −188−0.7% | Reduced |
| Monarch Capital Management Inc | 25,319 | $1.47M | 0.47% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 25,365 | $1.47M | 0.13% | −1,692−6.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,381 | $1.47M | 0.19% | −613−2.4% | Reduced |
| NEOS Investment Management LLC | 25,412 | $1.47M | 0.19% | +25,412 | New |
| Aries Wealth Management | 25,882 | $1.48M | 0.58% | +208+0.8% | Added |
| Harbor Investment Advisory, LLC | 25,504 | $1.48M | 0.19% | −2,067−7.5% | Reduced |
| Alhambra Investment Partners LLC | 25,511 | $1.48M | 0.97% | +401+1.6% | Added |
| Odey Asset Management LLP | 25,641 | $1.49M | 1.86% | −2,839−10.0% | Reduced |
| Telemus Capital, LLC | 25,657 | $1.49M | 0.14% | −1,448−5.3% | Reduced |
| Farther Finance Advisors, LLC | 25,800 | $1.50M | 0.24% | +6,147+31.3% | Added |
| Abundance Wealth Counselors | 25,829 | $1.50M | 0.43% | +25,829 | New |
| StoneX Group Inc. | 25,836 | $1.50M | 0.16% | +1,523+6.3% | Added |
| Brighton Jones LLC | 25,874 | $1.50M | 0.08% | +749+3.0% | Added |
| Holderness Investments Co | 25,880 | $1.50M | 0.58% | −903−3.4% | Reduced |
| Caxton Associates LP | 25,939 | $1.51M | 0.21% | +14,204+121.0% | Added |
| Capital City Trust Co | 25,948 | $1.51M | 0.50% | −1,887−6.8% | Reduced |
| Citizens Financial Group Inc | 26,047 | $1.51M | 0.06% | −3,378−11.5% | Reduced |
| Camden Capital, LLC | 26,123 | $1.52M | 0.18% | +1,616+6.6% | Added |
| Slagle Financial, LLC | 26,150 | $1.52M | 0.93% | +2,440+10.3% | Added |
| First City Capital Management, Inc. | 26,175 | $1.52M | 0.95% | −35−0.1% | Reduced |
| Harbour Investments, Inc. | 26,268 | $1.52M | 0.08% | −1,755−6.3% | Reduced |
| Buckley Wealth Management, LLC | 26,298 | $1.53M | 0.57% | −146−0.6% | Reduced |
| Lazari Capital Management, Inc. | 26,326 | $1.53M | 0.91% | −4,800−15.4% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.53M | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 26,415 | $1.53M | 0.41% | +4,375+19.9% | Added |
| Greenfield Savings Bank | 26,421 | $1.53M | 0.96% | +269+1.0% | Added |
| Berkshire Bank | 26,474 | $1.54M | 0.44% | −90.0% | Reduced |
| Exencial Wealth Advisors, LLC | 26,525 | $1.54M | 0.07% | −736−2.7% | Reduced |
| Vise Technologies, Inc. | 26,570 | $1.54M | 0.38% | +963+3.8% | Added |
| Eads & Heald Wealth Management | 26,632 | $1.55M | 0.81% | −511−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 26,655 | $1.55M | 0.15% | +3,503+15.1% | Added |
| YHB Investment Advisors, Inc. | 26,686 | $1.55M | 0.14% | −87−0.3% | Reduced |
| Stolper Co | 26,692 | $1.55M | 0.67% | +642+2.5% | Added |
| Providence Wealth Advisors, LLC | 27,117 | $1.56M | 1.74% | +204+0.8% | Added |
| Independent Investors Inc | 26,938 | $1.56M | 0.40% | −100−0.4% | Reduced |
| IHT Wealth Management, LLC | 26,945 | $1.56M | 0.08% | +2,767+11.4% | Added |
| Webster Bank, N. A. | 26,968 | $1.57M | 0.21% | −541−2.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 27,091 | $1.57M | 1.07% | −1,183−4.2% | Reduced |
| Wealth Alliance | 27,135 | $1.57M | 0.25% | +1,132+4.4% | Added |
| Hancock Whitney Corp | 27,180 | $1.58M | 0.07% | −681−2.4% | Reduced |
| Sumitomo Life Insurance Co | 27,441 | $1.59M | 0.04% | −7,355−21.1% | Reduced |
| Oarsman Capital, Inc. | 27,467 | $1.59M | 0.67% | +4,638+20.3% | Added |
| Nemes Rush Group LLC | 27,477 | $1.59M | 0.29% | −2,491−8.3% | Reduced |
| Mount Vernon Associates Inc | 27,480 | $1.59M | 1.76% | +411+1.5% | Added |
| AlphaCore Capital LLC | 27,505 | $1.60M | 0.25% | −14,025−33.8% | Reduced |
| Capital Asset Advisory Services LLC | 28,345 | $1.61M | 0.11% | +1,418+5.3% | Added |
| Bender Robert & Associates | 27,697 | $1.61M | 0.47% | −600−2.1% | Reduced |
| Chicago Capital, LLC | 27,790 | $1.61M | 0.08% | −298−1.1% | Reduced |
| Harbour Investment Management LLC | 27,810 | $1.61M | 0.92% | −100−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 27,855 | $1.62M | 0.29% | −1,664−5.6% | Reduced |
| Meridian Management Co | 27,871 | $1.62M | 0.53% | −20,810−42.7% | Reduced |
| Leavell Investment Management, Inc. | 27,924 | $1.62M | 0.11% | +2,189+8.5% | Added |
| Ardent Capital Management, Inc. | 27,983 | $1.62M | 0.92% | +27,983 | New |
| Citizens National Bank Trust Department | 28,145 | $1.63M | 0.45% | −9,200−24.6% | Reduced |
| Quest Investment Management LLC | 28,175 | $1.64M | 0.23% | 00.0% | Unchanged |
| Icon Advisers Inc | 28,500 | $1.64M | 0.41% | −18,900−39.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 28,187 | $1.64M | 0.83% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 28,237 | $1.64M | 1.15% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 28,257 | $1.64M | 0.05% | +2,446+9.5% | Added |