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 |
|---|---|---|---|---|---|
| Kinsale Capital Group, Inc. | 28,412 | $1.65M | 0.94% | +9,521+50.4% | Added |
| Coldstream Capital Management Inc | 28,493 | $1.65M | 0.05% | −50,016−63.7% | Reduced |
| Roundview Capital LLC | 28,495 | $1.65M | 0.17% | −2,693−8.6% | Reduced |
| GYL Financial Synergies, LLC | 28,549 | $1.66M | 0.16% | −24,127−45.8% | Reduced |
| Cito Capital Group, LLC | 28,600 | $1.66M | 0.80% | +600+2.1% | Added |
| Cladis Investment Advisory, LLC | 28,603 | $1.66M | 1.45% | −500−1.7% | Reduced |
| Range Financial Group LLC | 28,646 | $1.66M | 1.10% | +234+0.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 28,660 | $1.66M | 1.42% | +4,149+16.9% | Added |
| Perpetual Ltd | 28,672 | $1.66M | 0.02% | +16,684+139.2% | Added |
| Auxier Asset Management | 28,823 | $1.67M | 0.29% | −50−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 28,869 | $1.68M | 0.14% | −1,551−5.1% | Reduced |
| TBH Global Asset Management, LLC | 28,946 | $1.68M | 0.32% | −344−1.2% | Reduced |
| Pitcairn Co | 29,017 | $1.68M | 0.14% | −6,027−17.2% | Reduced |
| Oxler Private Wealth LLC | 29,045 | $1.69M | 0.85% | −470−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 29,058 | $1.69M | 0.12% | +2,468+9.3% | Added |
| CAPROCK Group, Inc. | 29,087 | $1.69M | 0.13% | −3,491−10.7% | Reduced |
| Coombe, Bender & Co LLC | 29,121 | $1.69M | 1.27% | +655+2.3% | Added |
| MTM Investment Management, LLC | 29,158 | $1.69M | 0.85% | +10.0% | Added |
| Delta Financial Advisors LLC | 29,219 | $1.70M | 0.76% | −56−0.2% | Reduced |
| Boston Family Office LLC | 29,401 | $1.71M | 0.14% | +764+2.7% | Added |
| Trust Co of Virginia | 29,432 | $1.71M | 0.19% | +1,335+4.8% | Added |
| Fiduciary Group LLC | 29,437 | $1.71M | 0.22% | −323−1.1% | Reduced |
| Wealthspire Advisors, LLC | 29,439 | $1.71M | 0.03% | +4,878+19.9% | Added |
| Adirondack Trust Co | 29,502 | $1.71M | 0.85% | −149−0.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 29,575 | $1.72M | 0.37% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 29,609 | $1.72M | 1.13% | +11,006+59.2% | Added |
| Palogic Value Management, L.P. | 29,638 | $1.72M | 0.85% | +210+0.7% | Added |
| White Pine Capital LLC | 29,667 | $1.72M | 0.69% | −285−1.0% | Reduced |
| TSP Capital Management Group, LLC | 29,685 | $1.72M | 0.66% | +50.0% | Added |
| St. Louis Trust Co | 29,707 | $1.72M | 0.32% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 29,760 | $1.73M | 0.32% | −284−0.9% | Reduced |
| Green Square Capital Advisors LLC | 29,822 | $1.73M | 0.23% | +236+0.8% | Added |
| Silver Lake Advisory, LLC | 29,823 | $1.73M | 1.07% | −325−1.1% | Reduced |
| Empire Financial Management Company, LLC | 29,845 | $1.73M | 0.75% | −460−1.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 29,874 | $1.73M | 0.27% | +2,523+9.2% | Added |
| Level Four Advisory Services, LLC | 29,919 | $1.74M | 0.11% | −3,473−10.4% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.74M | 1.36% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 30,030 | $1.74M | 0.05% | +12,071+67.2% | Added |
| Patrick Mauro Investment Advisor, INC. | 30,110 | $1.75M | 1.13% | +1,074+3.7% | Added |
| Altfest L J & Co Inc | 30,149 | $1.75M | 0.28% | −2,712−8.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 30,223 | $1.75M | 1.62% | −58−0.2% | Reduced |
| King Luther Capital Management Corp | 30,338 | $1.76M | 0.01% | +2,080+7.4% | Added |
| Philadelphia Trust Co | 30,447 | $1.77M | 0.18% | −10,424−25.5% | Reduced |
| First Manhattan Co | 30,617 | $1.78M | 0.01% | −1,650−5.1% | Reduced |
| Credit Agricole S A | 30,679 | $1.78M | 0.05% | +10,689+53.5% | Added |
| AdvisorNet Financial, Inc | 30,721 | $1.78M | 0.16% | −13,124−29.9% | Reduced |
| Ledyard National Bank | 30,790 | $1.79M | 0.20% | −283−0.9% | Reduced |
| Equitable Trust Co | 30,828 | $1.79M | 0.15% | −1,175−3.7% | Reduced |
| First National Bank & Trust Co of Newtown | 30,855 | $1.79M | 0.41% | −105−0.3% | Reduced |
| Private Portfolio Partners LLC | 30,869 | $1.79M | 0.46% | −5,444−15.0% | Reduced |
| Baxter Bros Inc | 30,875 | $1.79M | 0.27% | −7,403−19.3% | Reduced |
| Orleans Capital Management Corp | 30,943 | $1.80M | 1.33% | −1,465−4.5% | Reduced |
| South State Corp. | 31,138 | $1.81M | 0.17% | −5,049−14.0% | Reduced |
| KMG Fiduciary Partners, LLC | 31,179 | $1.81M | 0.24% | −1,699−5.2% | Reduced |
| Boyar Asset Management Inc. | 31,215 | $1.81M | 1.42% | −350−1.1% | Reduced |
| Triangle Securities Wealth Management | 31,363 | $1.82M | 0.65% | −654−2.0% | Reduced |
| Prospera Financial Services Inc | 31,483 | $1.83M | 0.07% | +4,100+15.0% | Added |
| Park National Corp | 31,547 | $1.83M | 0.08% | +3,662+13.1% | Added |
| Viewpoint Capital Management LLC | 31,592 | $1.83M | 1.47% | +543+1.7% | Added |
| Exchange Bank | 31,621 | $1.84M | 1.76% | −400−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 31,640 | $1.84M | 0.76% | +31,640 | New |
| Perfromance Wealth Partners, LLC | 31,675 | $1.84M | 0.09% | +8,954+39.4% | Added |
| Occudo Quantitative Strategies LP | 31,732 | $1.84M | 0.24% | +31,732 | New |
| IFP Advisors, Inc | 31,766 | $1.84M | 0.08% | +5,513+21.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31,778 | $1.84M | 0.44% | +151+0.5% | Added |
| Pensionfund Sabic | 32,000 | $1.86M | 0.65% | 00.0% | Unchanged |
| Smith, Moore & Co. | 33,031 | $1.86M | 0.25% | −162−0.5% | Reduced |
| BLB&B Advisors, LLC | 32,064 | $1.86M | 0.13% | −1,928−5.7% | Reduced |
| Prio Wealth Limited Partnership | 32,088 | $1.86M | 0.07% | +44+0.1% | Added |
| Lakewood Asset Management LLC | 32,114 | $1.86M | 1.52% | −546−1.7% | Reduced |
| NTV Asset Management LLC | 32,324 | $1.88M | 0.34% | −1,300−3.9% | Reduced |
| Adviser Investments LLC | 32,356 | $1.88M | 0.04% | +1,251+4.0% | Added |
| Smithbridge Asset Management Inc | 32,396 | $1.88M | 0.47% | −2,590−7.4% | Reduced |
| Sciencast Management LP | 32,455 | $1.88M | 0.85% | +14,412+79.9% | Added |
| Desjardins Global Asset Management Inc. | 32,459 | $1.88M | 0.21% | +1,111+3.5% | Added |
| Cypress Capital, LLC | 32,493 | $1.89M | 0.55% | −598−1.8% | Reduced |
| NFJ Investment Group, LLC | 32,522 | $1.89M | 0.05% | −74−0.2% | Reduced |
| Peoples Financial Services Corp. | 32,523 | $1.89M | 0.89% | −270−0.8% | Reduced |
| Sippican Capital Advisors | 32,661 | $1.90M | 1.74% | +2,265+7.5% | Added |
| SFMG, LLC | 32,680 | $1.90M | 0.19% | −141−0.4% | Reduced |
| Wade G W & Inc | 32,766 | $1.90M | 0.07% | +1,555+5.0% | Added |
| Hilltop Holdings Inc. | 32,783 | $1.90M | 0.24% | +1,975+6.4% | Added |
| Campbell Newman Asset Management Inc | 32,826 | $1.91M | 0.18% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 33,013 | $1.92M | 0.58% | −1,138−3.3% | Reduced |
| Wahed Invest LLC | 33,146 | $1.92M | 0.63% | +3,242+10.8% | Added |
| Plimoth Trust Co LLC | 33,152 | $1.92M | 0.60% | −715−2.1% | Reduced |
| Trust Co of Toledo NA | 33,161 | $1.92M | 0.38% | −350−1.0% | Reduced |
| Buckingham Strategic Partners | 33,195 | $1.93M | 0.09% | +22,084+198.8% | Added |
| Karpas Strategies, LLC | 33,212 | $1.93M | 0.71% | +120.0% | Added |
| MidWestOne Financial Group, Inc. | 33,245 | $1.93M | 0.44% | −7,665−18.7% | Reduced |
| Baldwin Investment Management, LLC | 33,314 | $1.93M | 0.32% | −21,021−38.7% | Reduced |
| Girard Partners Ltd. | 33,427 | $1.94M | 0.22% | +1,478+4.6% | Added |
| Herold Advisors, Inc. | 33,668 | $1.95M | 0.59% | +1,051+3.2% | Added |
| Lederer & Associates Investment Counsel | 33,864 | $1.97M | 1.56% | +296+0.9% | Added |
| PKO Investment Management Joint-Stock Co | 34,000 | $1.97M | 0.27% | 00.0% | Unchanged |
| Allworth Financial LP | 34,127 | $1.98M | 0.02% | +1,765+5.5% | Added |
| Beese Fulmer Investment Management, Inc. | 34,152 | $1.98M | 0.22% | −1,964−5.4% | Reduced |
| Petredis Investment Advisors LLC | 34,439 | $2.00M | 0.28% | +6,020+21.2% | Added |
| TrimTabs Asset Management, LLC | 34,454 | $2.00M | 1.06% | −536−1.5% | Reduced |
| First Western Trust Bank | 34,455 | $2.00M | 0.11% | −1,626−4.5% | Reduced |