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 |
|---|---|---|---|---|---|
| Talbot Financial, LLC | 78,448 | $4.55M | 0.79% | +3,763+5.0% | Added |
| Richard Bernstein Advisors LLC | 78,519 | $4.56M | 0.10% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 78,544 | $4.56M | 0.05% | −1,440−1.8% | Reduced |
| Kinneret Advisory, LLC | 78,866 | $4.58M | 0.57% | −47−0.1% | Reduced |
| Clearstead Advisors, LLC | 79,090 | $4.59M | 0.28% | +3,970+5.3% | Added |
| Nomura Holdings Inc | 79,231 | $4.60M | 0.05% | +33,446+73.1% | Added |
| Canal Capital Management, LLC | 79,381 | $4.61M | 0.94% | +2,225+2.9% | Added |
| Wintrust Investments LLC | 79,426 | $4.61M | 0.48% | −62,833−44.2% | Reduced |
| New England Asset Management Inc | 79,531 | $4.62M | 0.76% | −2,000−2.5% | Reduced |
| Principal Street Partners, LLC | 79,731 | $4.63M | 0.92% | +5,076+6.8% | Added |
| Van Leeuwen & Company, LLC | 80,020 | $4.64M | 2.89% | +200.0% | Added |
| Gyroscope Capital Management Group, LLC | 80,036 | $4.65M | 1.07% | +9,024+12.7% | Added |
| Equitable Holdings, Inc. | 80,625 | $4.68M | 0.07% | +3,459+4.5% | Added |
| FourThought Financial Partners, LLC | 80,645 | $4.68M | 0.65% | +7,188+9.8% | Added |
| Hikari Tsushin, Inc. | 81,141 | $4.71M | 0.46% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 81,787 | $4.75M | 1.58% | +2,234+2.8% | Added |
| Toth Financial Advisory Corp | 82,532 | $4.79M | 0.73% | −10,758−11.5% | Reduced |
| Norinchukin Bank, The | 82,559 | $4.79M | 0.11% | −104,449−55.9% | Reduced |
| Aviance Capital Partners, LLC | 82,653 | $4.80M | 1.08% | −1,574−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 83,115 | $4.82M | 0.52% | −1,037−1.2% | Reduced |
| Wasatch Advisors Inc | 83,875 | $4.87M | 0.03% | +6,500+8.4% | Added |
| London Co of Virginia | 84,252 | $4.89M | 0.03% | −21,660−20.5% | Reduced |
| Mechanics Bank Trust Department | 84,998 | $4.93M | 0.82% | −1,754−2.0% | Reduced |
| Flputnam Investment Management Co | 85,154 | $4.94M | 0.14% | −32,209−27.4% | Reduced |
| Freemont Management S.A. | 85,300 | $4.95M | 0.80% | −14,400−14.4% | Reduced |
| Dean Investment Associates, LLC | 85,750 | $4.98M | 0.82% | +850+1.0% | Added |
| Shorepoint Capital Partners LLC | 85,791 | $4.98M | 1.46% | +4,075+5.0% | Added |
| RSM US Wealth Management LLC | 85,950 | $4.99M | 0.18% | +1,739+2.1% | Added |
| Metropolitan Life Insurance Co | 86,435 | $5.02M | 0.26% | −5,118−5.6% | Reduced |
| Stratos Wealth Advisors, LLC | 86,631 | $5.03M | 0.33% | +3,313+4.0% | Added |
| Welch Group, LLC | 87,873 | $5.10M | 0.30% | +3,757+4.5% | Added |
| Viking Fund Management LLC | 88,000 | $5.11M | 1.03% | +10,000+12.8% | Added |
| Eagle Rock Investment Company, LLC | 89,086 | $5.17M | 1.17% | −88−0.1% | Reduced |
| Ossiam | 89,389 | $5.19M | 0.09% | +18,315+25.8% | Added |
| Edentree Asset Management Ltd | 89,450 | $5.19M | 2.04% | +12,000+15.5% | Added |
| Bogart Wealth, LLC | 90,285 | $5.24M | 0.32% | +1,130+1.3% | Added |
| First Horizon Advisors, Inc. | 91,333 | $5.30M | 0.19% | −6,408−6.6% | Reduced |
| Scott & Selber, Inc. | 91,358 | $5.30M | 2.19% | −872−0.9% | Reduced |
| BTC Capital Management, Inc. | 92,514 | $5.37M | 0.62% | +6,746+7.9% | Added |
| Wolverine Trading, LLC | 92,572 | $5.37M | 0.05% | +22,826+32.7% | Added |
| Brookstone Capital Management | 95,503 | $5.39M | 0.12% | +62,766+191.7% | Added |
| Searle & Co. | 93,033 | $5.40M | 1.84% | −111−0.1% | Reduced |
| Boston Private Wealth LLC | 93,076 | $5.40M | 0.12% | −11,731−11.2% | Reduced |
| Gibraltar Capital Management, Inc. | 93,199 | $5.41M | 2.40% | +2,114+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 93,646 | $5.43M | 0.13% | −42,541−31.2% | Reduced |
| Empowered Funds, LLC | 93,812 | $5.44M | 0.16% | +54,233+137.0% | Added |
| Employees Retirement System of Texas | 93,902 | $5.45M | 0.08% | −717,000−88.4% | Reduced |
| Osborne Partners Capital Management, LLC | 93,990 | $5.46M | 0.40% | −500−0.5% | Reduced |
| Bessemer Group Inc | 94,106 | $5.46M | 0.01% | −2,290−2.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 94,175 | $5.47M | 1.18% | −38,720−29.1% | Reduced |
| JustInvest LLC | 94,302 | $5.47M | 0.16% | −16,870−15.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 94,351 | $5.48M | 0.05% | +85,812+1,004.9% | Added |
| Whittier Trust Co of Nevada Inc | 94,372 | $5.48M | 0.19% | −3,694−3.8% | Reduced |
| Bryn Mawr Trust Co | 94,776 | $5.50M | 0.24% | −68−0.1% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $5.50M | 1.32% | 00.0% | Unchanged |
| Private Asset Management Inc | 94,957 | $5.51M | 1.29% | −15,454−14.0% | Reduced |
| Assenagon Asset Management S.A. | 95,081 | $5.52M | 0.02% | +3,907+4.3% | Added |
| Carnegie Capital Asset Management, LLC | 95,485 | $5.54M | 0.21% | −2,364−2.4% | Reduced |
| Geneos Wealth Management Inc. | 96,395 | $5.59M | 0.29% | +6,562+7.3% | Added |
| Shell Asset Management Co | 96,556 | $5.60M | 0.23% | −1,623−1.7% | Reduced |
| Bradley Foster & Sargent Inc | 87,762 | $5.61M | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 97,295 | $5.65M | 0.06% | −12,685−11.5% | Reduced |
| Fisher Asset Management, LLC | 97,309 | $5.65M | 0.00% | −147,884−60.3% | Reduced |
| Cypress Capital Group | 98,122 | $5.69M | 0.82% | −1,374−1.4% | Reduced |
| NBT Bank N A | 99,103 | $5.75M | 0.55% | +14,940+17.8% | Added |
| HGK Asset Management Inc | 99,813 | $5.79M | 1.89% | +8,229+9.0% | Added |
| Brown Brothers Harriman & Co | 100,117 | $5.81M | 0.05% | −1,426−1.4% | Reduced |
| Ostrum Asset Management | 100,243 | $5.82M | 0.54% | −6,389−6.0% | Reduced |
| Woodstock Corp | 101,069 | $5.87M | 0.74% | −45,775−31.2% | Reduced |
| Trust Co of Vermont | 101,076 | $5.87M | 0.40% | −9,013−8.2% | Reduced |
| Motco | 101,321 | $5.88M | 0.40% | +2,814+2.9% | Added |
| Metis Global Partners, LLC | 101,772 | $5.91M | 0.29% | +13,122+14.8% | Added |
| XML Financial, LLC | 102,410 | $5.94M | 0.71% | +274+0.3% | Added |
| Salem Investment Counselors Inc | 102,718 | $5.96M | 0.23% | −2,229−2.1% | Reduced |
| Patten & Patten Inc | 103,027 | $5.98M | 0.53% | −7,283−6.6% | Reduced |
| Wright Investors Service Inc | 103,037 | $5.98M | 1.73% | −20,508−16.6% | Reduced |
| B&D White Capital Company, LLC | 103,130 | $5.99M | 2.23% | +4,755+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 103,327 | $6.00M | 0.09% | −48,616−32.0% | Reduced |
| Poehling Capital Management, LLC | 88,977 | $6.03M | 2.11% | +26,067+41.4% | Added |
| TownSquare Capital, LLC | 104,026 | $6.04M | 0.11% | −8,541−7.6% | Reduced |
| Advocate Group LLC | 104,563 | $6.07M | 1.41% | −2,643−2.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 105,106 | $6.10M | 0.67% | −4,800−4.4% | Reduced |
| Magnetar Financial LLC | 105,136 | $6.10M | 0.16% | +98,098+1,393.8% | Added |
| Signaturefd, LLC | 105,986 | $6.15M | 0.16% | +564+0.5% | Added |
| Argent Trust Co | 106,260 | $6.17M | 0.34% | +5,463+5.4% | Added |
| Alps Advisors Inc | 106,263 | $6.17M | 0.05% | +17,825+20.2% | Added |
| Moors & Cabot, Inc. | 106,394 | $6.18M | 0.42% | −1,418−1.3% | Reduced |
| McGuire Investment Group, LLC | 106,647 | $6.19M | 1.19% | −2,317−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 107,740 | $6.25M | 0.34% | +7,231+7.2% | Added |
| GTS Securities LLC | 107,747 | $6.25M | 0.13% | +65,881+157.4% | Added |
| Hoylecohen, LLC | 107,861 | $6.26M | 0.58% | +997+0.9% | Added |
| Griffin Asset Management, Inc. | 107,863 | $6.26M | 0.89% | −6,745−5.9% | Reduced |
| Advisory Services Network, LLC | 108,170 | $6.28M | 0.17% | −24,162−18.3% | Reduced |
| Whittier Trust Co | 108,216 | $6.28M | 0.11% | −550−0.5% | Reduced |
| Grassi Investment Management | 108,560 | $6.30M | 0.72% | 00.0% | Unchanged |
| Stephens Inc | 108,925 | $6.32M | 0.12% | −411−0.4% | Reduced |
| New Mexico Educational Retirement Board | 109,334 | $6.35M | 0.27% | +6,000+5.8% | Added |
| Glenview Trust Co | 109,894 | $6.38M | 0.18% | +447+0.4% | Added |
| Arcadia Investment Management Corp | 109,910 | $6.38M | 1.35% | +1,053+1.0% | Added |
| GAM Holding AG | 110,450 | $6.41M | 0.47% | +330.0% | Added |