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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 59,401 | $3.45M | 1.41% | −183−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 59,698 | $3.46M | 0.43% | +8,724+17.1% | Added |
| Ar Asset Management Inc | 59,774 | $3.47M | 0.97% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 59,800 | $3.47M | 0.04% | 00.0% | Unchanged |
| CX Institutional | 59,824 | $3.47M | 0.19% | −42,297−41.4% | Reduced |
| Clark Estates Inc | 59,968 | $3.48M | 0.63% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $3.48M | 1.20% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 60,000 | $3.48M | 3.44% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 60,091 | $3.49M | 0.53% | −1,847−3.0% | Reduced |
| Moody National Bank Trust Division | 60,525 | $3.51M | 0.23% | +4,654+8.3% | Added |
| Bleakley Financial Group, LLC | 60,639 | $3.52M | 0.12% | −13,170−17.8% | Reduced |
| Sawtooth Solutions, LLC | 60,639 | $3.52M | 0.11% | −12,832−17.5% | Reduced |
| Lincoln National Corp | 60,663 | $3.52M | 0.07% | +361+0.6% | Added |
| Cornercap Investment Counsel Inc | 60,870 | $3.53M | 0.64% | +5,474+9.9% | Added |
| Kingswood Wealth Advisors, LLC | 30,629 | $3.56M | 0.61% | −9,575−23.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,719 | $3.58M | 0.57% | −4,700−7.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 61,858 | $3.59M | 1.60% | −1,570−2.5% | Reduced |
| TRUE Private Wealth Advisors | 61,883 | $3.59M | 0.50% | +6,661+12.1% | Added |
| CMT Capital Markets Trading GmbH | 61,943 | $3.60M | 2.05% | +53,943+674.3% | Added |
| Pacifica Partners Inc. | 64,694 | $3.65M | 1.99% | −199−0.3% | Reduced |
| Qsemble Capital Management, LP | 62,900 | $3.65M | 0.68% | +62,900 | New |
| Meiji Yasuda Asset Management Co Ltd. | 63,239 | $3.67M | 0.17% | +30,510+93.2% | Added |
| Ieq Capital, LLC | 63,493 | $3.69M | 0.07% | −14,902−19.0% | Reduced |
| Gsa Capital Partners LLP | 63,686 | $3.70M | 0.32% | +63,686 | New |
| Inlet Private Wealth, LLC | 63,722 | $3.70M | 1.22% | −780−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 63,829 | $3.70M | 0.24% | −4,757−6.9% | Reduced |
| Royal Fund Management, LLC | 64,177 | $3.72M | 0.53% | −14,110−18.0% | Reduced |
| Am Investment Strategies LLC | 64,783 | $3.76M | 1.22% | −2,508−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 64,815 | $3.76M | 0.61% | +249+0.4% | Added |
| Bard Financial Services, Inc. | 65,335 | $3.79M | 0.47% | +350+0.5% | Added |
| First Interstate Bank | 65,342 | $3.79M | 0.33% | −3,744−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 65,352 | $3.79M | 0.14% | +8,810+15.6% | Added |
| Wetherby Asset Management Inc | 65,429 | $3.80M | 0.22% | −2,477−3.6% | Reduced |
| Evercore Wealth Management, LLC | 65,592 | $3.81M | 0.07% | −4,974−7.0% | Reduced |
| Massmutual Trust Co FSB | 65,702 | $3.81M | 0.14% | −1,209−1.8% | Reduced |
| KCM Investment Advisors LLC | 65,818 | $3.82M | 0.16% | −2,700−3.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,940 | $3.83M | 0.10% | −328−0.5% | Reduced |
| Naples Global Advisors, LLC | 65,949 | $3.83M | 0.46% | +6,836+11.6% | Added |
| Ally Financial Inc. | 66,000 | $3.83M | 0.56% | +66,000 | New |
| Hunter Associates Investment Management LLC | 66,229 | $3.85M | 0.78% | +4,176+6.7% | Added |
| Sigma Planning Corp | 66,300 | $3.85M | 0.14% | −1,923−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 66,365 | $3.85M | 0.12% | +12,577+23.4% | Added |
| EagleClaw Capital Managment, LLC | 66,507 | $3.86M | 0.88% | +1,250+1.9% | Added |
| Freestone Capital Holdings, LLC | 66,541 | $3.86M | 0.21% | +2,209+3.4% | Added |
| Sigma Investment Counselors Inc | 66,691 | $3.87M | 0.29% | −2,125−3.1% | Reduced |
| SFE Investment Counsel | 66,931 | $3.88M | 1.13% | −44,624−40.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 67,497 | $3.92M | 0.10% | −324−0.5% | Reduced |
| D L Carlson Investment Group Inc | 67,559 | $3.92M | 0.79% | −2,345−3.4% | Reduced |
| Resources Management Corp | 67,621 | $3.92M | 0.64% | −520−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 67,922 | $3.94M | 0.01% | −509−0.7% | Reduced |
| Ontario Teachers Pension Plan Board | 68,413 | $3.97M | 0.04% | +20,550+42.9% | Added |
| Avantax Advisory Services, Inc. | 68,650 | $3.98M | 0.04% | −3,072−4.3% | Reduced |
| Sage Capital Advisors,llc | 68,670 | $3.99M | 1.46% | +1,384+2.1% | Added |
| HB Wealth Management, LLC | 68,763 | $3.99M | 0.06% | +5,651+9.0% | Added |
| Beacon Financial Group | 64,821 | $4.00M | 0.57% | −598−0.9% | Reduced |
| Everence Capital Management Inc | 68,926 | $4.00M | 0.31% | +5,870+9.3% | Added |
| Venture Visionary Partners LLC | 69,008 | $4.01M | 0.24% | +88+0.1% | Added |
| Meritage Portfolio Management | 69,162 | $4.01M | 0.30% | −655−0.9% | Reduced |
| Rossmore Private Capital | 69,190 | $4.02M | 0.61% | −55−0.1% | Reduced |
| Wesleyan Assurance Society | 69,303 | $4.02M | 0.45% | −13,140−15.9% | Reduced |
| Cohen Klingenstein LLC | 69,400 | $4.03M | 0.18% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69,478 | $4.03M | 1.28% | +250.0% | Added |
| Sanders Morris Harris LLC | 70,114 | $4.04M | 0.83% | +33,000+88.9% | Added |
| Keeler Thomas Management LLC | 69,426 | $4.05M | 1.50% | +4,740+7.3% | Added |
| Radnor Capital Management, LLC | 69,906 | $4.06M | 0.81% | +69,906 | New |
| Trustmark National Bank Trust Department | 70,083 | $4.07M | 0.40% | −3,862−5.2% | Reduced |
| Rothschild Investment Corp | 70,425 | $4.09M | 0.34% | +909+1.3% | Added |
| Lee Danner & Bass Inc | 70,474 | $4.09M | 0.37% | −2,256−3.1% | Reduced |
| Advisors Asset Management, Inc. | 70,640 | $4.10M | 0.09% | −10,653−13.1% | Reduced |
| Toroso Investments, LLC | 70,641 | $4.10M | 0.12% | +12,992+22.5% | Added |
| Strategic Investment Solutions, Inc. | 67,620 | $4.14M | 0.05% | +66,550+6,219.6% | Added |
| Brinker Capital Investments, LLC | 71,399 | $4.14M | 0.05% | −9,450−11.7% | Reduced |
| Orion Portfolio Solutions, LLC | 71,399 | $4.14M | 0.05% | −9,450−11.7% | Reduced |
| Kanawha Capital Management LLC | 71,571 | $4.15M | 0.40% | −1,251−1.7% | Reduced |
| Delta Asset Management LLC | 71,976 | $4.18M | 0.44% | +1,590+2.3% | Added |
| Thompson Investment Management, Inc. | 72,052 | $4.18M | 0.74% | +2,085+3.0% | Added |
| Highland Capital Management, LLC | 72,206 | $4.19M | 0.29% | −5,625−7.2% | Reduced |
| Pettee Investors, Inc. | 72,396 | $4.20M | 2.00% | −3,435−4.5% | Reduced |
| Argyle Capital Management Inc. | 72,768 | $4.22M | 1.55% | +4,535+6.6% | Added |
| Greenleaf Trust | 73,310 | $4.25M | 0.05% | +5,305+7.8% | Added |
| Twin Capital Management Inc | 73,331 | $4.26M | 0.61% | −15,411−17.4% | Reduced |
| Eastover Investment Advisors LLC | 73,415 | $4.26M | 2.56% | +2,363+3.3% | Added |
| Mid-American Wealth Advisory Group, Inc. | 75,467 | $4.27M | 3.45% | +75,467 | New |
| Daymark Wealth Partners, LLC | 73,862 | $4.29M | 0.30% | +19,028+34.7% | Added |
| Benedict Financial Advisors Inc | 73,939 | $4.29M | 1.24% | +1,344+1.9% | Added |
| Apollon Wealth Management, LLC | 74,216 | $4.31M | 0.22% | −4,750−6.0% | Reduced |
| North Star Investment Management Corp. | 74,263 | $4.31M | 0.36% | −974−1.3% | Reduced |
| SYSTM Wealth Solutions LLC | 74,374 | $4.32M | 0.66% | +1,420+1.9% | Added |
| Paloma Partners Management Co | 74,645 | $4.33M | 0.90% | −5,470−6.8% | Reduced |
| Empirical Finance, LLC | 74,719 | $4.34M | 0.32% | +6,375+9.3% | Added |
| Hennessy Advisors Inc | 75,500 | $4.38M | 0.31% | −1,600−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 75,648 | $4.39M | 0.34% | +233+0.3% | Added |
| Advisor Partners II, LLC | 75,803 | $4.40M | 0.18% | −8,090−9.6% | Reduced |
| Quantbot Technologies LP | 76,133 | $4.42M | 0.30% | +49,609+187.0% | Added |
| Haverford Trust Co | 76,723 | $4.45M | 0.05% | −6,134−7.4% | Reduced |
| Edgewood Management LLC | 76,850 | $4.46M | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 77,323 | $4.50M | 0.43% | +925+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 77,507 | $4.50M | 0.02% | +77,507 | New |
| Demars Financial Group, LLC | 77,570 | $4.50M | 2.58% | +7,366+10.5% | Added |
| First Hawaiian Bank | 77,667 | $4.51M | 0.15% | −170.0% | Reduced |