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 |
|---|---|---|---|---|---|
| J.P. Marvel Investment Advisors, LLC | 174,520 | $10.1M | 2.18% | −4,344−2.4% | Reduced |
| Ethic Inc. | 175,685 | $10.2M | 0.36% | +38,792+28.3% | Added |
| Elo Mutual Pension Insurance Co | 175,833 | $10.2M | 0.31% | +3,133+1.8% | Added |
| Stack Financial Management, Inc | 176,827 | $10.3M | 1.20% | +2,314+1.3% | Added |
| South Dakota Investment Council | 177,975 | $10.3M | 0.24% | +35,858+25.2% | Added |
| Bailard, Inc. | 178,015 | $10.3M | 0.34% | +640+0.4% | Added |
| Ziegler Capital Management, LLC | 178,079 | $10.3M | 0.41% | −19,905−10.1% | Reduced |
| Stonebridge Capital Advisors LLC | 178,196 | $10.3M | 1.14% | +7,726+4.5% | Added |
| Daiwa Securities Group Inc. | 178,365 | $10.4M | 0.07% | +7,438+4.4% | Added |
| Simplex Trading, LLC | 182,593 | $10.6M | 0.39% | +93,234+104.3% | Added |
| Pathstone Family Office, LLC | 181,425 | $10.6M | 0.08% | +126,810+232.2% | Added |
| Bourne Lent Asset Management Inc | 184,991 | $10.7M | 4.73% | −21,362−10.4% | Reduced |
| National Asset Management, Inc. | 185,863 | $10.8M | 0.29% | −261,399−58.4% | Reduced |
| Associated Banc-Corp | 189,239 | $11.0M | 0.43% | +909+0.5% | Added |
| British Columbia Investment Management Corp | 191,026 | $11.1M | 0.11% | +980+0.5% | Added |
| Kestra Advisory Services, LLC | 191,481 | $11.1M | 0.11% | −41,484−17.8% | Reduced |
| Fiduciary Trust Co | 191,951 | $11.1M | 0.20% | −1,389−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 192,343 | $11.2M | 0.32% | −20,363−9.6% | Reduced |
| North Growth Management Ltd. | 195,000 | $11.3M | 2.50% | −25,000−11.4% | Reduced |
| CCM Investment Advisers LLC | 195,023 | $11.3M | 1.56% | +4,698+2.5% | Added |
| GWM Advisors LLC | 195,053 | $11.3M | 0.12% | −34,229−14.9% | Reduced |
| Atria Wealth Solutions, Inc. | 195,139 | $11.3M | 0.16% | −7,563−3.7% | Reduced |
| Skylands Capital, LLC | 196,900 | $11.4M | 1.73% | +14,850+8.2% | Added |
| Evergreen Capital Management LLC | 201,760 | $11.7M | 0.51% | +7,207+3.7% | Added |
| UniSuper Management Pty Ltd | 202,620 | $11.8M | 0.14% | −3,709−1.8% | Reduced |
| Central Trust Co | 203,148 | $11.8M | 0.34% | −13,348−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 206,017 | $12.0M | 0.26% | +3,916+1.9% | Added |
| Tamar Securities, LLC | 206,651 | $12.0M | 2.89% | +32,368+18.6% | Added |
| Gotham Asset Management, LLC | 207,405 | $12.0M | 0.25% | +52,110+33.6% | Added |
| Community Bank, N.A. | 207,438 | $12.0M | 1.69% | +857+0.4% | Added |
| Oppenheimer & Co Inc | 207,584 | $12.0M | 0.25% | −24,621−10.6% | Reduced |
| Bank of Nova Scotia | 208,970 | $12.1M | 0.03% | +25,153+13.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 210,773 | $12.2M | 0.18% | −96,878−31.5% | Reduced |
| Colony Group LLC | 212,434 | $12.3M | 0.19% | −622−0.3% | Reduced |
| Capital International Ltd | 213,143 | $12.4M | 0.71% | +7,349+3.6% | Added |
| CIBC Private Wealth Group, LLC | 214,457 | $12.4M | 0.03% | −76,350−26.3% | Reduced |
| Mayflower Financial Advisors, LLC | 214,860 | $12.5M | 1.87% | −480.0% | Reduced |
| Capital Management Corp | 215,606 | $12.5M | 2.83% | −1,952−0.9% | Reduced |
| HM Payson & Co | 216,263 | $12.6M | 0.29% | −651,425−75.1% | Reduced |
| CIBC World Markets Inc. | 216,769 | $12.6M | 0.05% | −26,557−10.9% | Reduced |
| Prudential PLC | 216,819 | $12.6M | 0.15% | −3,977−1.8% | Reduced |
| Hyman Charles D | 217,669 | $12.6M | 0.82% | −300−0.1% | Reduced |
| Huntington National Bank | 218,252 | $12.7M | 0.13% | −11,710−5.1% | Reduced |
| Dana Investment Advisors, Inc. | 219,835 | $12.8M | 0.65% | −146,978−40.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 219,886 | $12.8M | 0.02% | +9,568+4.5% | Added |
| Public Sector Pension Investment Board | 223,779 | $13.0M | 0.10% | +22,610+11.2% | Added |
| Walleye Capital LLC | 223,808 | $13.0M | 0.19% | +223,808 | New |
| Rafferty Asset Management, LLC | 224,040 | $13.0M | 0.08% | +15,770+7.6% | Added |
| Busey Wealth Management | 224,740 | $13.0M | 0.56% | +584+0.3% | Added |
| ClariVest Asset Management LLC | 224,887 | $13.1M | 0.71% | −15,661−6.5% | Reduced |
| Aristotle Atlantic Partners, LLC | 226,267 | $13.1M | 0.53% | −5,491−2.4% | Reduced |
| Osher Van de Voorde Investment Management | 229,183 | $13.3M | 3.33% | +7,845+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 229,303 | $13.3M | 0.21% | +2,537+1.1% | Added |
| Crossmark Global Holdings, Inc. | 240,794 | $13.6M | 0.31% | −8,343−3.3% | Reduced |
| ING Groep NV | 234,519 | $13.6M | 0.12% | −1,505,836−86.5% | Reduced |
| Cetera Advisor Networks LLC | 237,024 | $13.8M | 0.09% | +346+0.1% | Added |
| Woodline Partners LP | 237,480 | $13.8M | 0.16% | +37,280+18.6% | Added |
| Nepsis, Inc. | 238,076 | $13.8M | 4.23% | +30,192+14.5% | Added |
| Northwest & Ethical Investments L.P. | 240,893 | $14.0M | 0.47% | +8,451+3.6% | Added |
| Brown Advisory Inc | 241,505 | $14.0M | 0.02% | −2,133−0.9% | Reduced |
| Cantor Fitzgerald, L. P. | 245,520 | $14.3M | 0.38% | −10,364−4.1% | Reduced |
| Zacks Investment Management | 247,733 | $14.4M | 0.19% | −869,640−77.8% | Reduced |
| Terril Brothers, Inc. | 248,919 | $14.4M | 7.00% | −6,098−2.4% | Reduced |
| First National Trust Co | 249,802 | $14.5M | 0.69% | −67,816−21.4% | Reduced |
| Cna Financial Corp | 250,000 | $14.5M | 8.14% | +65,000+35.1% | Added |
| Thrivent Financial for Lutherans | 251,542 | $14.6M | 0.03% | −60,360−19.4% | Reduced |
| Nissay Asset Management Corp | 251,611 | $14.6M | 0.13% | +6,124+2.5% | Added |
| SG Americas Securities, LLC | 252,247 | $14.6M | 0.20% | −588,473−70.0% | Reduced |
| Capstone Investment Advisors, LLC | 255,112 | $14.8M | 0.39% | +81,437+46.9% | Added |
| Arnhold LLC | 255,270 | $14.8M | 1.77% | +23,535+10.2% | Added |
| AE Wealth Management LLC | 256,564 | $14.9M | 0.09% | +46,937+22.4% | Added |
| Xponance, Inc. | 257,439 | $14.9M | 0.20% | +3,231+1.3% | Added |
| Davidson Investment Advisors | 257,945 | $15.0M | 0.95% | +5,965+2.4% | Added |
| Telos Capital Management, Inc. | 260,504 | $15.1M | 2.10% | +5,483+2.2% | Added |
| Kornitzer Capital Management Inc | 264,259 | $15.3M | 0.32% | −315−0.1% | Reduced |
| Circle Wealth Management, LLC | 265,301 | $15.4M | 0.38% | +265,301 | New |
| Man Group plc | – | $15.4M | 0.05% | – | – |
| Regions Financial Corp | 275,659 | $16.0M | 0.14% | −30,078−9.8% | Reduced |
| Private Advisor Group, LLC | 277,983 | $16.1M | 0.14% | −8,206−2.9% | Reduced |
| Impax Asset Management Group plc | 278,066 | $16.1M | 0.07% | −7,511−2.6% | Reduced |
| Loews Corp | 280,000 | $16.3M | 0.16% | +65,000+30.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 280,850 | $16.3M | 0.56% | +1,923+0.7% | Added |
| Yousif Capital Management, LLC | 280,930 | $16.3M | 0.21% | −11,451−3.9% | Reduced |
| Capital Investment Advisors, LLC | 281,846 | $16.4M | 0.45% | +7,629+2.8% | Added |
| Alaska Permanent Fund Corp | 295,061 | $17.1M | 0.32% | +2,773+0.9% | Added |
| Systematic Alpha Investments, LLC | 296,292 | $17.2M | 0.86% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 299,390 | $17.4M | 0.59% | −11,075−3.6% | Reduced |
| Wesbanco Bank Inc | 303,645 | $17.6M | 0.77% | −9,462−3.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 305,445 | $17.7M | 1.15% | −23,161−7.0% | Reduced |
| Mutual of America Capital Management LLC | 307,298 | $17.8M | 0.22% | −10,403−3.3% | Reduced |
| Close Asset Management Ltd | 308,812 | $17.9M | 0.93% | −1,006−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 311,098 | $18.1M | 1.55% | −5,727−1.8% | Reduced |
| Walleye Trading LLC | 313,855 | $18.2M | 0.43% | +252,336+410.2% | Added |
| Westwood Holdings Group Inc. | 313,909 | $18.2M | 0.17% | −1,576−0.5% | Reduced |
| KLCM Advisors, Inc. | 313,951 | $18.2M | 3.43% | +4,450+1.4% | Added |
| LGT Group Foundation | 319,845 | $18.5M | 0.46% | −178,687−35.8% | Reduced |
| D.A. Davidson & Co. | 320,949 | $18.6M | 0.20% | +11,980+3.9% | Added |
| Cullen/Frost Bankers, Inc. | 320,994 | $18.6M | 0.32% | −5,616−1.7% | Reduced |
| Cerity Partners LLC | 321,341 | $18.7M | 0.09% | −292,888−47.7% | Reduced |
| ProShare Advisors LLC | 323,431 | $18.8M | 0.06% | −16,183−4.8% | Reduced |