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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 45,497 | $2.64M | 0.09% | −949−2.0% | Reduced |
| Perigon Wealth Management, LLC | 45,538 | $2.64M | 0.11% | −10,299−18.4% | Reduced |
| Cubic Asset Management, LLC | 45,605 | $2.65M | 0.73% | −4,317−8.6% | Reduced |
| Resources Investment Advisors, LLC. | 45,653 | $2.65M | 0.06% | +1,096+2.5% | Added |
| Logan Capital Management Inc | 45,820 | $2.66M | 0.14% | +133+0.3% | Added |
| CMH Wealth Management LLC | 46,066 | $2.67M | 0.75% | −9,107−16.5% | Reduced |
| Kendall Capital Management | 46,131 | $2.68M | 1.19% | +1,022+2.3% | Added |
| Caldwell Trust Co | 46,193 | $2.68M | 0.37% | −2,841−5.8% | Reduced |
| Boyd Watterson Asset Management LLC | 46,500 | $2.70M | 1.18% | −3,040−6.1% | Reduced |
| Selway Asset Management | 46,534 | $2.70M | 1.24% | −2,780−5.6% | Reduced |
| Wealthcare Advisory Partners LLC | 46,632 | $2.71M | 0.12% | −1,405−2.9% | Reduced |
| LaFleur & Godfrey LLC | 46,673 | $2.71M | 0.43% | −63,855−57.8% | Reduced |
| Private Trust Co NA | 46,690 | $2.71M | 0.36% | −2,883−5.8% | Reduced |
| Lifeworks Advisors, LLC | 46,699 | $2.71M | 1.06% | +4,684+11.1% | Added |
| Choate Investment Advisors | 46,926 | $2.72M | 0.11% | +10,203+27.8% | Added |
| Oliver Luxxe Assets LLC | 47,067 | $2.73M | 0.70% | −17,294−26.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 47,119 | $2.73M | 0.07% | −146−0.3% | Reduced |
| Courier Capital LLC | 47,242 | $2.74M | 0.23% | −2,713−5.4% | Reduced |
| Diversified Trust Co | 47,382 | $2.75M | 0.10% | +580+1.2% | Added |
| New England Research & Management, Inc. | 47,397 | $2.75M | 1.57% | −755−1.6% | Reduced |
| Bahl & Gaynor Inc | 47,605 | $2.76M | 0.02% | −3,808−7.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 47,678 | $2.77M | 0.27% | +4,888+11.4% | Added |
| Keene & Associates, Inc. | 47,705 | $2.77M | 2.22% | +2,494+5.5% | Added |
| Tokio Marine Asset Management Co Ltd | 47,801 | $2.77M | 0.18% | −3,914−7.6% | Reduced |
| Alberta Investment Management Corp | 47,900 | $2.78M | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 48,144 | $2.79M | 0.18% | +6,056+14.4% | Added |
| Paradigm Asset Management Co LLC | 48,308 | $2.80M | 0.79% | −2,400−4.7% | Reduced |
| Tower Bridge Advisors | 48,320 | $2.80M | 0.26% | −10,902−18.4% | Reduced |
| Group One Trading, L.P. | 48,399 | $2.81M | 0.11% | +48,399 | New |
| Parallel Advisors, LLC | 48,556 | $2.82M | 0.09% | −11,557−19.2% | Reduced |
| Savant Capital, LLC | 48,660 | $2.82M | 0.04% | −8,067−14.2% | Reduced |
| AIA Group Ltd | 48,686 | $2.83M | 0.14% | +8,764+22.0% | Added |
| Wolverine Asset Management LLC | 48,729 | $2.83M | 0.05% | +5,042+11.5% | Added |
| Fulton Bank, N.A. | 48,824 | $2.83M | 0.14% | +2,837+6.2% | Added |
| Kempner Capital Management Inc. | 48,995 | $2.84M | 1.71% | +48,995 | New |
| Pinnacle Financial Partners Inc | 49,138 | $2.85M | 0.07% | −4,671−8.7% | Reduced |
| Guyasuta Investment Advisors Inc | 49,532 | $2.87M | 0.22% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 49,625 | $2.88M | 0.19% | +42,287+576.3% | Added |
| Integrated Wealth Concepts LLC | 49,997 | $2.90M | 0.05% | −5,086−9.2% | Reduced |
| Factorial Partners, LLC | 50,100 | $2.91M | 2.12% | −8,100−13.9% | Reduced |
| Mairs & Power Inc | 50,102 | $2.91M | 0.03% | −11,681−18.9% | Reduced |
| Simmons Bank | 50,161 | $2.91M | 0.26% | −1,660−3.2% | Reduced |
| Delta Financial Group, Inc. | 50,196 | $2.91M | 1.01% | +50,196 | New |
| AIMZ Investment Advisors, LLC | 50,511 | $2.93M | 1.30% | −274−0.5% | Reduced |
| Amica Mutual Insurance Co | 50,615 | $2.94M | 0.35% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 50,800 | $2.95M | 0.05% | +1,063+2.1% | Added |
| Means Investment Co., Inc. | 50,833 | $2.95M | 0.48% | −4,435−8.0% | Reduced |
| FAI Wealth Management | 51,049 | $2.96M | 4.55% | −33,181−39.4% | Reduced |
| Augustine Asset Management Inc | 51,067 | $2.96M | 1.37% | −810−1.6% | Reduced |
| Verition Fund Management LLC | 51,181 | $2.97M | 0.04% | +26,534+107.7% | Added |
| Horizon Investments, LLC | 51,961 | $2.99M | 0.09% | −184−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 51,598 | $2.99M | 0.04% | −627−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 51,681 | $3.00M | 0.78% | +2,569+5.2% | Added |
| Leonteq Securities AG | 51,744 | $3.00M | 0.32% | +9,193+21.6% | Added |
| Bangor Savings Bank | 52,346 | $3.04M | 0.36% | +711+1.4% | Added |
| Gladstone Institutional Advisory LLC | 52,413 | $3.04M | 0.20% | +2,636+5.3% | Added |
| FineMark National Bank & Trust | 52,653 | $3.06M | 0.13% | −790−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 53,042 | $3.08M | 0.06% | −3,244−5.8% | Reduced |
| Monograph Wealth Advisors, LLC | 53,130 | $3.08M | 0.61% | +53,130 | New |
| Foundations Investment Advisors, LLC | 53,199 | $3.09M | 0.10% | +6,436+13.8% | Added |
| Next Level Private LLC | 53,811 | $3.11M | 2.06% | −262−0.5% | Reduced |
| Chartwell Investment Partners, LLC | 53,791 | $3.12M | 0.12% | −97,508−64.4% | Reduced |
| Shelter Mutual Insurance Co | 53,800 | $3.12M | 0.87% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 54,142 | $3.14M | 0.93% | +7,533+16.2% | Added |
| Seven Eight Capital, LP | 54,207 | $3.15M | 0.37% | +29,263+117.3% | Added |
| Hudson Capital Management LLC | 54,295 | $3.15M | 1.26% | +8,798+19.3% | Added |
| Bonness Enterprises Inc | 54,300 | $3.15M | 1.44% | 00.0% | Unchanged |
| Janney Capital Management LLC | 54,430 | $3.16M | 0.24% | +3,164+6.2% | Added |
| Motley Fool Asset Management LLC | 54,603 | $3.17M | 0.25% | +4,799+9.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 55,042 | $3.19M | 0.12% | −240.0% | Reduced |
| FinTrust Capital Advisors, LLC | 55,116 | $3.20M | 0.71% | +2,714+5.2% | Added |
| Peak Asset Management, LLC | 55,164 | $3.20M | 0.77% | +2,421+4.6% | Added |
| Ashton Thomas Private Wealth, LLC | 55,169 | $3.20M | 0.23% | +3,518+6.8% | Added |
| Burns J W & Co Inc | 55,255 | $3.21M | 0.52% | −1,170−2.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 55,504 | $3.22M | 0.67% | +55,504 | New |
| Finer Wealth Management, Inc. | 55,754 | $3.24M | 2.59% | +2,649+5.0% | Added |
| Mill Capital Management, LLC | 55,801 | $3.24M | 0.32% | 00.0% | Unchanged |
| United Services Automobile Association | 56,179 | $3.26M | 0.08% | +8,286+17.3% | Added |
| Harvey Capital Management Inc | 56,184 | $3.26M | 1.15% | −150−0.3% | Reduced |
| Greystone Financial Group, LLC | 56,250 | $3.26M | 0.81% | +1,334+2.4% | Added |
| Loomis Sayles & Co L P | 56,484 | $3.28M | 0.01% | −5,087−8.3% | Reduced |
| Avitas Wealth Management LLC | 57,016 | $3.31M | 0.63% | −222−0.4% | Reduced |
| Edgestream Partners, L.P. | 57,052 | $3.31M | 0.26% | +14,410+33.8% | Added |
| Synergy Financial Management, LLC | 57,166 | $3.32M | 0.66% | +2,379+4.3% | Added |
| Beddow Capital Management Inc | 57,229 | $3.32M | 1.62% | −1,481−2.5% | Reduced |
| Rathbone Brothers plc | 57,564 | $3.34M | 0.02% | +32,379+128.6% | Added |
| Rodgers Brothers Inc. | 57,623 | $3.34M | 0.57% | +4,033+7.5% | Added |
| Carret Asset Management, LLC | 57,843 | $3.36M | 0.47% | +85+0.1% | Added |
| Duncker Streett & Co Inc | 58,001 | $3.37M | 0.78% | −718−1.2% | Reduced |
| Journey Advisory Group, LLC | 58,165 | $3.38M | 0.50% | −45,038−43.6% | Reduced |
| Siemens Fonds Invest GmbH | 58,245 | $3.38M | 0.34% | +796+1.4% | Added |
| Aptus Capital Advisors, LLC | 58,307 | $3.38M | 0.10% | +932+1.6% | Added |
| Iowa State Bank | 58,378 | $3.39M | 0.88% | −502−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 58,397 | $3.39M | 0.04% | −163,721−73.7% | Reduced |
| Lipe & Dalton | 58,701 | $3.41M | 2.05% | −190−0.3% | Reduced |
| 1832 Asset Management L.P. | 58,706 | $3.41M | 0.01% | +6,448+12.3% | Added |
| Intact Investment Management Inc. | 58,800 | $3.41M | 0.15% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 58,883 | $3.42M | 0.68% | −895−1.5% | Reduced |
| Hallmark Capital Management Inc | 58,967 | $3.42M | 0.29% | −788−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 59,062 | $3.43M | 0.14% | −5,204−8.1% | Reduced |