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; 2,530 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
- −63 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
- 181
- 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 705 | $40.9K | 0.03% | +45+6.8% | Added |
| Glass Jacobson Investment Advisors llc | 715 | $41.5K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 720 | $42.0K | 0.00% | +54+8.1% | Added |
| Godsey & Gibb Associates | 725 | $42.1K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 737 | $42.8K | 0.02% | +553+300.5% | Added |
| Venturi Wealth Management, LLC | 742 | $43.1K | 0.00% | −7−0.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 764 | $44.3K | 0.02% | +764 | New |
| Investors Research Corp | 787 | $45.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 833 | $48.3K | 0.02% | +33+4.1% | Added |
| SJS Investment Consulting Inc. | 844 | $49.0K | 0.01% | +3+0.4% | Added |
| CKW Financial Group | 850 | $49.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 857 | $49.7K | 0.02% | +163+23.5% | Added |
| Robbins Farley LLC | 860 | $49.9K | 0.04% | −31,721−97.4% | Reduced |
| First Community Trust NA | 861 | $50.0K | 0.06% | +100+13.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 867 | $50.3K | 0.05% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 891 | $51.7K | 0.05% | +891 | New |
| Studio Investment Management LLC | 892 | $51.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 895 | $52.0K | 0.02% | −204−18.6% | Reduced |
| Steward Financial Group LLC | 904 | $52.0K | 0.02% | −57−5.9% | Reduced |
| Western Pacific Wealth Management, LP | 898 | $52.1K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 904 | $52.5K | 0.02% | −296−24.7% | Reduced |
| SRS Capital Advisors, Inc. | 906 | $52.6K | 0.01% | −118−11.5% | Reduced |
| Laffer Tengler Investments | 930 | $54.0K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 940 | $54.6K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 941 | $54.6K | 0.05% | −200−17.5% | Reduced |
| Earnest Partners LLC | 947 | $55.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 967 | $56.1K | 0.00% | +148+18.1% | Added |
| WFA Asset Management Corp | 977 | $56.7K | 0.03% | +27+2.8% | Added |
| Chesapeake Asset Management LLC | 991 | $57.5K | 0.06% | −1,999−66.9% | Reduced |
| Founders Capital Management | 1,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,008 | $58.5K | 0.01% | +3+0.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,042 | $60.5K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,063 | $61.7K | 0.06% | −125−10.5% | Reduced |
| Cyrus J. Lawrence, LLC | 1,100 | $63.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,093 | $63.4K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,120 | $65.0K | 0.01% | −11,943−91.4% | Reduced |
| MB, Levis & Associates, LLC | 1,133 | $65.8K | 0.04% | +7+0.6% | Added |
| DecisionPoint Financial, LLC | 1,157 | $67.2K | 0.04% | −348−23.1% | Reduced |
| Wolff Wiese Magana LLC | 1,160 | $67.3K | 0.05% | −7−0.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,170 | $67.9K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,180 | $68.5K | 0.04% | +11+0.9% | Added |
| Tacita Capital Inc | 1,185 | $68.8K | 0.05% | +1,040+717.2% | Added |
| Tradewinds Capital Management, LLC | 1,199 | $69.6K | 0.02% | +10+0.8% | Added |
| Albion Financial Group | 1,200 | $69.6K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,240 | $71.0K | 0.06% | +1,240 | New |
| PrairieView Partners, LLC | 1,268 | $73.0K | 0.01% | +4+0.3% | Added |
| Front Row Advisors LLC | 1,299 | $75.4K | 0.03% | −2−0.2% | Reduced |
| Baystate Wealth Management LLC | 1,304 | $75.7K | 0.01% | −13−1.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $80.1K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,386 | $80.5K | 0.04% | −10,646−88.5% | Reduced |
| Carolinas Wealth Consulting LLC | 14,121 | $81.9K | 0.02% | −604−4.1% | Reduced |
| Center for Financial Planning, Inc. | 1,416 | $82.2K | 0.02% | +226+19.0% | Added |
| Baker Avenue Asset Management, LP | 1,441 | $83.6K | 0.00% | −174−10.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,443 | $83.7K | 0.04% | +1,443 | New |
| Creative Capital Management Investments LLC | 1,450 | $84.2K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,545 | $89.7K | 0.00% | −1,600−50.9% | Reduced |
| Timber Creek Capital Management LLC | 1,575 | $91.4K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,591 | $92.3K | 0.03% | −3,459−68.5% | Reduced |
| General Partner, Inc. | 1,601 | $92.9K | 0.08% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,608 | $93.0K | 0.03% | −39−2.4% | Reduced |
| Bell Investment Advisors, Inc | 1,615 | $93.7K | 0.02% | +364+29.1% | Added |
| Institutional & Family Asset Management, LLC | 1,631 | $94.7K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,696 | $98.4K | 0.04% | +612+56.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $98.7K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,723 | $100.0K | 0.06% | +1,443+515.4% | Added |
| Itau Unibanco Holding S.A. | 1,760 | $102.2K | 0.00% | −7−0.4% | Reduced |
| Coston, McIsaac & Partners | 1,819 | $105.0K | 0.04% | −24−1.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,868 | $108.4K | 0.07% | 00.0% | Unchanged |
| Lee Financial Co | 1,900 | $110.3K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,909 | $110.8K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 1,933 | $112.2K | 0.10% | +1,933 | New |
| McIlrath & Eck, LLC | 1,960 | $113.8K | 0.02% | −29−1.5% | Reduced |
| GeoWealth Management, LLC | 1,991 | $115.0K | 0.01% | +389+24.3% | Added |
| RFP Financial Group LLC | 1,998 | $116.0K | 0.05% | −660−24.8% | Reduced |
| Salomon & Ludwin, LLC | 2,007 | $116.5K | 0.01% | +2,007 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,032 | $117.9K | 0.02% | +511+33.6% | Added |
| Garde Capital, Inc. | 2,040 | $118.0K | 0.01% | −6,665−76.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 2,045 | $119.0K | 0.01% | +166+8.8% | Added |
| Castleview Partners, LLC | 2,060 | $119.6K | 0.11% | −60−2.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,069 | $120.1K | 0.10% | −556−21.2% | Reduced |
| Hillsdale Investment Management Inc. | 2,224 | $129.1K | 0.01% | −6,630−74.9% | Reduced |
| MV Capital Management, Inc. | 2,337 | $135.6K | 0.02% | +184+8.5% | Added |
| Tortoise Investment Management, LLC | 2,345 | $136.1K | 0.02% | +317+15.6% | Added |
| State of Wyoming | 2,373 | $137.7K | 0.03% | −1,462−38.1% | Reduced |
| Heritage Wealth Advisors | 2,379 | $138.1K | 0.01% | −203−7.9% | Reduced |
| HHM Wealth Advisors, LLC | 2,399 | $139.2K | 0.03% | +205+9.3% | Added |
| Compagnie Lombard Odier SCmA | 2,435 | $141.3K | 0.00% | +2,000+459.8% | Added |
| TD Capital Management LLC | 2,446 | $142.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,448 | $142.1K | 0.02% | −48−1.9% | Reduced |
| Blume Capital Management, Inc. | 2,475 | $143.6K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,506 | $145.0K | 0.07% | −62−2.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,514 | $145.9K | 0.05% | −950−27.4% | Reduced |
| Orion Capital Management LLC | 2,550 | $148.0K | 0.10% | +2,550 | New |
| Heck Capital Advisors, LLC | 2,555 | $148.3K | 0.03% | −32−1.2% | Reduced |
| Glassman Wealth Services | 2,561 | $148.6K | 0.02% | −8,981−77.8% | Reduced |
| Rosenberg Matthew Hamilton | 2,566 | $149.0K | 0.05% | −423−14.2% | Reduced |
| Blue Chip Partners, Inc. | 2,573 | $149.3K | 0.02% | −89−3.3% | Reduced |
| Granite FO LLC | 2,596 | $150.7K | 0.11% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,603 | $151.1K | 0.24% | −95−3.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,631 | $152.7K | 0.08% | −27−1.0% | Reduced |