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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 34,690 | $2.01M | 1.05% | +1,106+3.3% | Added |
| Sequoia Financial Advisors, LLC | 34,748 | $2.02M | 0.04% | −589−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,758 | $2.02M | 0.20% | −2,329−6.3% | Reduced |
| Trifecta Capital Advisors, LLC | 34,845 | $2.02M | 0.65% | −2,277−6.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 34,975 | $2.03M | 0.62% | +1,195+3.5% | Added |
| HBK Sorce Advisory LLC | 35,094 | $2.04M | 0.09% | +19+0.1% | Added |
| Hanson & Doremus Investment Management | 35,237 | $2.04M | 0.42% | −1,154−3.2% | Reduced |
| C2C Wealth Management, LLC | 35,477 | $2.05M | 0.29% | −1,600−4.3% | Reduced |
| RKL Wealth Management LLC | 35,444 | $2.06M | 0.25% | −461−1.3% | Reduced |
| Cardinal Capital Management | 35,563 | $2.06M | 0.42% | +1,070+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 35,702 | $2.07M | 0.25% | +28,823+419.0% | Added |
| Charter Trust Co | 35,815 | $2.08M | 0.17% | −1,304−3.5% | Reduced |
| Guardian Investment Management | 35,868 | $2.08M | 1.91% | +200+0.6% | Added |
| Gifford Fong Associates | 35,899 | $2.08M | 0.50% | 00.0% | Unchanged |
| Independent Advisor Alliance | 35,940 | $2.09M | 0.09% | −3,670−9.3% | Reduced |
| Mount Lucas Management LP | 36,009 | $2.09M | 0.80% | −261−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 36,030 | $2.09M | 0.46% | −37,790−51.2% | Reduced |
| Ancora Advisors, LLC | 36,142 | $2.10M | 0.06% | −939−2.5% | Reduced |
| FORA Capital, LLC | 36,164 | $2.10M | 0.18% | −44,418−55.1% | Reduced |
| Leelyn Smith, LLC | 36,239 | $2.10M | 0.51% | +651+1.8% | Added |
| Koshinski Asset Management, Inc. | 36,284 | $2.11M | 0.24% | −717−1.9% | Reduced |
| Exchange Capital Management, Inc. | 36,345 | $2.11M | 0.40% | −1,394−3.7% | Reduced |
| Cacti Asset Management LLC | 36,450 | $2.11M | 0.20% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 36,479 | $2.12M | 0.53% | +140.0% | Added |
| Concentric Wealth Management, LLC | 36,593 | $2.12M | 0.70% | +770+2.1% | Added |
| Corrado Advisors, LLC | 36,648 | $2.13M | 1.47% | +710+2.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 36,895 | $2.14M | 0.46% | −334−0.9% | Reduced |
| Berkeley, Inc | 36,897 | $2.14M | 1.46% | −8,110−18.0% | Reduced |
| Eley Financial Management, Inc | 36,877 | $2.14M | 1.09% | +112+0.3% | Added |
| Dynamic Advisor Solutions LLC | 36,946 | $2.14M | 0.10% | +3,893+11.8% | Added |
| Townsend & Associates, Inc | 42,210 | $2.15M | 0.45% | −1,640−3.7% | Reduced |
| Intellectus Partners, LLC | 37,152 | $2.16M | 0.68% | −935−2.5% | Reduced |
| Hikari Power Ltd | 37,280 | $2.16M | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 37,719 | $2.19M | 0.09% | −5,721−13.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 37,819 | $2.19M | 1.06% | −1,344−3.4% | Reduced |
| TrinityPoint Wealth, LLC | 37,850 | $2.20M | 0.44% | +1,113+3.0% | Added |
| Integrated Advisors Network LLC | 37,939 | $2.20M | 0.14% | −5,942−13.5% | Reduced |
| Alpha Omega Wealth Management LLC | 37,945 | $2.20M | 0.38% | −2,619−6.5% | Reduced |
| Silvant Capital Management LLC | 37,970 | $2.20M | 0.13% | −1,555−3.9% | Reduced |
| Providence Capital Advisors, LLC | 38,184 | $2.22M | 0.58% | +902+2.4% | Added |
| Heritage Trust Co | 38,275 | $2.22M | 0.35% | −47−0.1% | Reduced |
| Orca Investment Management, LLC | 38,308 | $2.22M | 2.47% | −695−1.8% | Reduced |
| LVW Advisors, LLC | 38,316 | $2.22M | 0.48% | −29,777−43.7% | Reduced |
| SeaCrest Wealth Management, LLC | 38,419 | $2.23M | 0.29% | −4,206−9.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 38,449 | $2.23M | 0.50% | +13,488+54.0% | Added |
| Princeton Global Asset Management LLC | 38,724 | $2.25M | 0.64% | −1,117−2.8% | Reduced |
| Essex Financial Services, Inc. | 38,730 | $2.25M | 0.26% | −1,563−3.9% | Reduced |
| LMG Wealth Partners, LLC | 38,898 | $2.26M | 0.69% | +2,336+6.4% | Added |
| Sherbrooke Park Advisers LLC | 38,938 | $2.26M | 0.72% | +21,638+125.1% | Added |
| Atlantic Union Bankshares Corp | 39,156 | $2.27M | 0.23% | −1,111−2.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 39,341 | $2.28M | 0.18% | −6,588−14.3% | Reduced |
| Arrow Financial Corp | 39,372 | $2.29M | 0.27% | −374−0.9% | Reduced |
| Country Club Bank | 39,339 | $2.29M | 0.19% | −1,905−4.6% | Reduced |
| Marco Investment Management LLC | 39,423 | $2.29M | 0.26% | −6,568−14.3% | Reduced |
| Moreno Evelyn V | 39,527 | $2.29M | 0.50% | −35,032−47.0% | Reduced |
| TD Private Client Wealth LLC | 39,617 | $2.30M | 0.10% | −5,364−11.9% | Reduced |
| Stonegate Investment Group, LLC | 39,880 | $2.31M | 0.08% | −388−1.0% | Reduced |
| Old Port Advisors | 40,012 | $2.32M | 0.84% | +40,012 | New |
| Fred Alger Management, LLC | 40,225 | $2.33M | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 40,454 | $2.35M | 1.39% | −2,519−5.9% | Reduced |
| Hills Bank & Trust Co | 40,720 | $2.36M | 0.27% | −389−0.9% | Reduced |
| Eqis Capital Management, Inc. | 40,731 | $2.36M | 0.29% | −14,537−26.3% | Reduced |
| Arkadios Wealth Advisors | 40,973 | $2.38M | 0.23% | +18,339+81.0% | Added |
| Clarkston Capital Partners, LLC | 41,000 | $2.38M | 0.05% | 00.0% | Unchanged |
| 1st Source Bank | 41,169 | $2.39M | 0.16% | −131−0.3% | Reduced |
| Banque Pictet & Cie SA | 41,210 | $2.39M | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 41,234 | $2.39M | 0.18% | +1,531+3.9% | Added |
| Verdence Capital Advisors LLC | 41,240 | $2.39M | 0.26% | −6,979−14.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46,816 | $2.39M | 0.03% | −5,914−11.2% | Reduced |
| Ballentine Partners, LLC | 41,332 | $2.40M | 0.06% | +1,116+2.8% | Added |
| Hartford Financial Management Inc. | 41,444 | $2.41M | 0.61% | −439−1.0% | Reduced |
| Proequities, Inc. | 41,555 | $2.41M | 0.19% | −5,659−12.0% | Reduced |
| Stokes Family Office, LLC | 41,835 | $2.43M | 0.29% | +248+0.6% | Added |
| Snowden Capital Advisors LLC | 41,907 | $2.43M | 0.10% | −15,968−27.6% | Reduced |
| Spinnaker Trust | 41,932 | $2.43M | 0.18% | +1,385+3.4% | Added |
| Barbara Oil Co. | 42,000 | $2.44M | 1.16% | 00.0% | Unchanged |
| Profund Advisors LLC | 42,153 | $2.45M | 0.14% | −646−1.5% | Reduced |
| SS&H Financial Advisors, Inc. | 42,253 | $2.45M | 1.15% | +42,253 | New |
| Horizon Kinetics Asset Management LLC | 42,381 | $2.46M | 0.05% | −150−0.4% | Reduced |
| Mirador Capital Partners LP | 42,489 | $2.47M | 0.56% | +990+2.4% | Added |
| Edmp, Inc. | 42,534 | $2.47M | 2.52% | −2,861−6.3% | Reduced |
| Northeast Financial Consultants Inc | 42,986 | $2.49M | 0.16% | +10.0% | Added |
| Paragon Capital Management LLC | 43,108 | $2.50M | 1.47% | −337−0.8% | Reduced |
| Gries Financial LLC | 43,111 | $2.50M | 0.67% | −728−1.7% | Reduced |
| Resonant Capital Advisors, LLC | 43,160 | $2.51M | 0.27% | −30.0% | Reduced |
| Legato Capital Management LLC | 43,573 | $2.53M | 0.37% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 43,656 | $2.53M | 0.13% | −1,744−3.8% | Reduced |
| Arvest Trust Co N A | 43,752 | $2.54M | 0.17% | −683−1.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.55M | 0.39% | 00.0% | Unchanged |
| Foster & Motley Inc | 44,093 | $2.56M | 0.21% | −4,360−9.0% | Reduced |
| Birmingham Capital Management Co Inc | 44,093 | $2.56M | 1.06% | −600−1.3% | Reduced |
| Charter Research & Investment Group, Inc. | 44,322 | $2.57M | 2.32% | −1,325−2.9% | Reduced |
| Ropes Wealth Advisors LLC | 44,337 | $2.57M | 0.50% | −8,943−16.8% | Reduced |
| Jacobi Capital Management LLC | 44,445 | $2.58M | 0.29% | +1,107+2.6% | Added |
| Axxcess Wealth Management, LLC | 44,555 | $2.59M | 0.09% | +25,403+132.6% | Added |
| Hohimer Wealth Management, LLC | 44,787 | $2.60M | 0.74% | −2,565−5.4% | Reduced |
| Quattro Financial Advisors LLC | 45,000 | $2.61M | 1.14% | +45,000 | New |
| Transamerica Financial Advisors, Inc. | 45,131 | $2.62M | 0.35% | −3,876−7.9% | Reduced |
| Wedbush Securities Inc | 45,156 | $2.62M | 0.13% | +1,830+4.2% | Added |
| Chemung Canal Trust Co | 45,188 | $2.62M | 0.60% | −6,242−12.1% | Reduced |