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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 111,391 | $6.47M | 0.07% | −67,009−37.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 111,570 | $6.48M | 1.06% | −1,421−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,872 | $6.49M | 0.10% | +15,569+16.2% | Added |
| Romano Brothers and Company | 112,265 | $6.52M | 1.01% | −4,247−3.6% | Reduced |
| Clearbridge Investments, LLC | 112,446 | $6.53M | 0.01% | +459+0.4% | Added |
| Silvercrest Asset Management Group LLC | 113,212 | $6.57M | 0.05% | +140.0% | Added |
| WealthTrust Axiom LLC | 113,324 | $6.58M | 2.37% | −2,389−2.1% | Reduced |
| Engineers Gate Manager LP | 113,692 | $6.60M | 0.24% | +84,348+287.4% | Added |
| Bokf, NA | 128,246 | $6.61M | 0.15% | −25,483−16.6% | Reduced |
| Callodine Capital Management, LP | 115,000 | $6.67M | 1.86% | −5,000−4.2% | Reduced |
| Westpac Banking Corp | 115,171 | $6.68M | 0.50% | +236+0.2% | Added |
| Annex Advisory Services, LLC | 115,237 | $6.69M | 0.40% | +510+0.4% | Added |
| Keystone Financial Planning, Inc. | 115,429 | $6.70M | 2.34% | +115,429 | New |
| Cetera Advisors LLC | 116,188 | $6.74M | 0.11% | −4,599−3.8% | Reduced |
| Sit Investment Associates Inc | 117,290 | $6.81M | 0.19% | −32,385−21.6% | Reduced |
| Martin Investment Management, LLC | 118,599 | $6.88M | 2.06% | −5,454−4.4% | Reduced |
| Meridian Wealth Management, LLC | 118,698 | $6.89M | 0.42% | +55,046+86.5% | Added |
| Sandy Spring Bank | 118,938 | $6.90M | 0.38% | −534−0.4% | Reduced |
| Quantinno Capital Management LP | 118,956 | $6.90M | 0.31% | +23,998+25.3% | Added |
| BancorpSouth Bank | 119,816 | $6.95M | 0.61% | +1,234+1.0% | Added |
| Canal Insurance CO | 120,000 | $6.96M | 2.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 120,708 | $7.00M | 0.35% | −5,771−4.6% | Reduced |
| Marathon Capital Management | 120,727 | $7.01M | 1.76% | +1,185+1.0% | Added |
| Putnam Investments LLC | 120,912 | $7.02M | 0.01% | −296,462−71.0% | Reduced |
| Edgar Lomax Co | 121,547 | $7.05M | 0.48% | −4,475−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 122,939 | $7.14M | 0.08% | −1,781−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 123,714 | $7.18M | 0.70% | −1,980−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 124,844 | $7.25M | 0.33% | +6,727+5.7% | Added |
| Biondo Investment Advisors, LLC | 125,640 | $7.29M | 1.37% | +6,523+5.5% | Added |
| Parsons Capital Management Inc | 125,682 | $7.29M | 0.58% | −3,611−2.8% | Reduced |
| LMCG Investments, LLC | 126,092 | $7.32M | 0.49% | −5,141−3.9% | Reduced |
| Jacobs & Co | 126,407 | $7.34M | 0.91% | +278+0.2% | Added |
| American Assets Investment Management, LLC | 127,000 | $7.37M | 0.82% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 127,099 | $7.38M | 0.22% | −2,736−2.1% | Reduced |
| Johnson Investment Counsel Inc | 127,714 | $7.41M | 0.10% | +852+0.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 128,318 | $7.45M | 2.05% | +64,597+101.4% | Added |
| Louisiana State Employees Retirement System | 129,400 | $7.51M | 0.17% | −600−0.5% | Reduced |
| Muhlenkamp & Co Inc | 129,732 | $7.53M | 2.60% | +163+0.1% | Added |
| Jefferies Financial Group Inc. | 129,916 | $7.54M | 0.19% | +102,023+365.8% | Added |
| Azimuth Capital Investment Management LLC | 130,362 | $7.57M | 0.37% | +1,240+1.0% | Added |
| Mengis Capital Management, Inc. | 132,055 | $7.66M | 1.59% | −1,414−1.1% | Reduced |
| California First Leasing Corp | 132,800 | $7.71M | 4.46% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 134,081 | $7.78M | 1.00% | +31,622+30.9% | Added |
| Claret Asset Management Corp | 134,225 | $7.79M | 1.53% | +1,323+1.0% | Added |
| Shelton Capital Management | 134,806 | $7.82M | 0.29% | −2,198−1.6% | Reduced |
| Rockland Trust Co | 134,986 | $7.83M | 0.47% | +3,052+2.3% | Added |
| Cornerstone Advisors, LLC | 135,500 | $7.86M | 0.37% | −54,900−28.8% | Reduced |
| Eagle Asset Management Inc | 136,917 | $7.95M | 0.05% | −756−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 137,135 | $7.96M | 0.12% | +430.0% | Added |
| Umb Bank N A | 137,656 | $7.99M | 0.13% | −5,271−3.7% | Reduced |
| Tiaa Trust, National Association | 138,227 | $8.02M | 0.03% | +138,227 | New |
| Baader Bank INC | 139,064 | $8.07M | 0.73% | +188+0.1% | Added |
| Cetera Investment Advisers | 139,048 | $8.07M | 0.07% | −26,605−16.1% | Reduced |
| Goelzer Investment Management, Inc. | 139,342 | $8.09M | 0.57% | −4,839−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 139,811 | $8.11M | 0.26% | +12,121+9.5% | Added |
| Tufton Capital Management | 140,336 | $8.15M | 1.82% | −2,518−1.8% | Reduced |
| Assetmark, Inc | 140,355 | $8.15M | 0.03% | +12,846+10.1% | Added |
| Cullinan Associates Inc | 140,369 | $8.15M | 0.47% | +5,986+4.5% | Added |
| Advisors Capital Management, LLC | 141,350 | $8.20M | 0.21% | +6,024+4.5% | Added |
| Investment Management Corp of Ontario | 141,761 | $8.23M | 0.32% | −7,208−4.8% | Reduced |
| Northern Oak Wealth Management Inc | 142,236 | $8.26M | 1.03% | −710.0% | Reduced |
| Wealthfront Advisers LLC | 143,057 | $8.30M | 0.04% | −47,216−24.8% | Reduced |
| Hartford Investment Management Co | 143,621 | $8.34M | 0.33% | −4,915−3.3% | Reduced |
| Erste Asset Management GmbH | 144,144 | $8.38M | 0.14% | −47,051−24.6% | Reduced |
| Socorro Asset Management LP | 144,519 | $8.39M | 3.92% | +12,291+9.3% | Added |
| Atria Investments LLC | 144,563 | $8.39M | 0.15% | −15,716−9.8% | Reduced |
| Forbes J M & Co LLP | 144,903 | $8.41M | 1.09% | +781+0.5% | Added |
| First National Bank of Omaha | 146,582 | $8.51M | 0.55% | −9,210−5.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 146,926 | $8.53M | 0.15% | +4,209+2.9% | Added |
| Heritage Investors Management Corp | 147,349 | $8.55M | 0.36% | −6,430−4.2% | Reduced |
| Securian Asset Management, Inc | 149,917 | $8.70M | 0.26% | −26,441−15.0% | Reduced |
| Partners Capital Investment Group, LLP | 150,355 | $8.73M | 0.21% | −3,371−2.2% | Reduced |
| Welch & Forbes LLC | 150,632 | $8.74M | 0.14% | −9,562−6.0% | Reduced |
| Financial Counselors Inc | 152,231 | $8.84M | 0.18% | +294+0.2% | Added |
| F&V Capital Management, LLC | 153,603 | $8.91M | 3.06% | −1,865−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 153,623 | $8.92M | 0.35% | −468−0.3% | Reduced |
| Ci Investments Inc. | 153,666 | $8.92M | 0.05% | −4,492−2.8% | Reduced |
| Neville Rodie & Shaw Inc | 154,553 | $8.97M | 0.80% | −1,912−1.2% | Reduced |
| Trexquant Investment LP | 154,943 | $8.99M | 0.23% | −222,379−58.9% | Reduced |
| Stock Yards Bank & Trust Co | 155,986 | $9.05M | 0.35% | −172,254−52.5% | Reduced |
| Gradient Investments LLC | 157,016 | $9.11M | 0.24% | −214,571−57.7% | Reduced |
| Bollard Group LLC | 157,209 | $9.12M | 0.34% | −11,063−6.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 158,454 | $9.20M | 0.15% | 00.0% | Unchanged |
| Scotia Capital Inc. | 159,253 | $9.24M | 0.07% | −2,719−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 160,188 | $9.30M | 0.02% | +160,188 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 160,836 | $9.33M | 0.32% | −3,573−2.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 161,392 | $9.37M | 1.52% | +1,470+0.9% | Added |
| Maryland State Retirement & Pension System | 161,922 | $9.40M | 0.22% | +1,321+0.8% | Added |
| Belpointe Asset Management LLC | 161,957 | $9.40M | 0.97% | −267−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 162,051 | $9.41M | 0.38% | +2,090+1.3% | Added |
| Modera Wealth Management, LLC | 165,313 | $9.59M | 0.18% | −23,329−12.4% | Reduced |
| Vestcor Inc | 168,760 | $9.79M | 0.36% | −1,674−1.0% | Reduced |
| Kentucky Retirement Systems | 169,435 | $9.83M | 0.34% | +522+0.3% | Added |
| Old National Bancorp | 169,543 | $9.84M | 0.28% | −3,884−2.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 170,520 | $9.90M | 0.32% | +10,804+6.8% | Added |
| Summit Global Investments | 171,250 | $9.94M | 0.66% | −90,096−34.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 171,714 | $9.97M | 0.01% | +171,714 | New |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $9.98M | 0.13% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 172,466 | $10.0M | 1.67% | −8,529−4.7% | Reduced |
| Element Capital Management LLC | 173,924 | $10.1M | 0.90% | −103,578−37.3% | Reduced |