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 |
|---|---|---|---|---|---|
| Rock Creek Group, LP | 2,636 | $153.0K | 0.02% | −627−19.2% | Reduced |
| TFC Financial Management | 2,724 | $158.1K | 0.04% | +8+0.3% | Added |
| Pacific Center for Financial Services | 2,757 | $160.0K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,796 | $162.3K | 0.07% | −113−3.9% | Reduced |
| Tyler-Stone Wealth Management | 2,874 | $167.0K | 0.10% | −247−7.9% | Reduced |
| JJJ Advisors Inc. | 2,902 | $168.4K | 0.04% | +1,125+63.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,969 | $172.3K | 0.11% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,080 | $179.0K | 0.15% | −30−1.0% | Reduced |
| Annapolis Financial Services, LLC | 3,086 | $179.1K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,120 | $181.1K | 0.08% | +192+6.6% | Added |
| Hantz Financial Services, Inc. | 3,140 | $182.0K | 0.00% | −95,774−96.8% | Reduced |
| Tower View Investment Management & Research LLC | 3,143 | $182.0K | 0.13% | +215+7.3% | Added |
| AlphaCentric Advisors LLC | 3,153 | $183.0K | 0.10% | −95−2.9% | Reduced |
| Atticus Wealth Management, LLC | 3,205 | $186.0K | 0.07% | −470−12.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,300 | $191.5K | 0.11% | −200−5.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,308 | $192.0K | 0.00% | +1,948+143.2% | Added |
| Sugarloaf Wealth Management, LLC | 3,370 | $195.6K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,068 | $196.2K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,380 | $196.2K | 0.05% | +7+0.2% | Added |
| Aspire Private Capital, LLC | 3,384 | $196.5K | 0.06% | −8,195−70.8% | Reduced |
| Missouri Trust & Investment Co | 3,435 | $199.4K | 0.09% | −37−1.1% | Reduced |
| Financial Advisors, LLC | 3,457 | $200.6K | 0.05% | −1,000−22.4% | Reduced |
| German American Bancorp, Inc. | 3,462 | $200.9K | 0.03% | +3,462 | New |
| Traphagen Investment Advisors LLC | 3,480 | $202.0K | 0.03% | +230+7.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,489 | $202.5K | 0.13% | +25+0.7% | Added |
| Signet Financial Management, LLC | 3,502 | $203.2K | 0.03% | −53−1.5% | Reduced |
| Zullo Investment Group, Inc. | 3,506 | $203.5K | 0.12% | +262+8.1% | Added |
| Intrinsic Value Partners, LLC | 3,507 | $203.5K | 0.26% | −1,249−26.3% | Reduced |
| Ascent Wealth Partners, LLC | 3,508 | $203.6K | 0.04% | −2,639−42.9% | Reduced |
| Northstar Advisory Group, LLC | 3,508 | $203.6K | 0.15% | 00.0% | Unchanged |
| Boltwood Capital Management | 3,513 | $203.9K | 0.08% | −25−0.7% | Reduced |
| Aurora Private Wealth, Inc. | 3,513 | $204.0K | 0.23% | −301−7.9% | Reduced |
| Abner Herrman & Brock LLC | 3,520 | $204.0K | 0.03% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,512 | $204.0K | 0.07% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,541 | $205.0K | 0.08% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 3,537 | $205.3K | 0.07% | −1,325−27.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,538 | $205.3K | 0.09% | −265−7.0% | Reduced |
| Paulson Wealth Management Inc. | 3,546 | $205.8K | 0.07% | +3,546 | New |
| Community Bank & Trust, Waco, Texas | 2,894 | $206.0K | 0.07% | +2,894 | New |
| CVA Family Office, LLC | 3,557 | $206.4K | 0.05% | −445−11.1% | Reduced |
| TFG Advisers LLC | 3,570 | $207.2K | 0.10% | +26+0.7% | Added |
| Quad-Cities Investment Group, LLC | 3,573 | $207.4K | 0.14% | +10+0.3% | Added |
| Full Sail Capital, LLC | 3,575 | $207.5K | 0.02% | −473−11.7% | Reduced |
| Nadler Financial Group, Inc. | 3,581 | $207.8K | 0.03% | −295−7.6% | Reduced |
| Carmel Capital Partners, LLC | 3,583 | $208.0K | 0.09% | −16,890−82.5% | Reduced |
| Financial Management Professionals, Inc. | 3,593 | $209.0K | 0.04% | −473−11.6% | Reduced |
| Koss-Olinger Consulting, LLC | 3,595 | $209.0K | 0.03% | +3+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,603 | $209.1K | 0.05% | −189−5.0% | Reduced |
| Texas Capital Bancshares Inc | 3,607 | $209.3K | 0.12% | +11+0.3% | Added |
| Duality Advisers, LP | 3,618 | $210.0K | 0.03% | +3,618 | New |
| Quantum Private Wealth, LLC | 3,624 | $210.3K | 0.10% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,634 | $210.9K | 0.14% | +19+0.5% | Added |
| Palisades Hudson Asset Management, L.P. | 3,638 | $211.0K | 0.12% | −24−0.7% | Reduced |
| Howard Wealth Management, LLC | 3,638 | $211.2K | 0.19% | −38−1.0% | Reduced |
| Arbor Investment Advisors, LLC | 3,642 | $211.4K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,648 | $211.7K | 0.03% | −111−3.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $211.8K | 0.06% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,649 | $211.8K | 0.03% | −179−4.7% | Reduced |
| Certified Advisory Corp | 3,654 | $212.1K | 0.04% | −32−0.9% | Reduced |
| Atlantic Trust, LLC | 3,656 | $212.2K | 0.07% | +860+30.8% | Added |
| Westshore Wealth, LLC | 3,667 | $212.8K | 0.12% | −553−13.1% | Reduced |
| Howard Capital Management Group, LLC | 3,674 | $213.2K | 0.02% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 3,674 | $213.2K | 0.05% | +159+4.5% | Added |
| Accel Wealth Management | 3,679 | $213.5K | 0.12% | +3,679 | New |
| Trust Co | 3,689 | $214.1K | 0.03% | −5,096−58.0% | Reduced |
| Alliance Wealth Advisors, LLC | 3,690 | $214.1K | 0.16% | +7+0.2% | Added |
| S.E.E.D. Planning Group LLC | 3,691 | $214.2K | 0.08% | −59−1.6% | Reduced |
| Slocum, Gordon & Co LLP | 3,694 | $214.4K | 0.19% | 00.0% | Unchanged |
| Castellan Group, LLC | 3,700 | $214.7K | 0.15% | −300−7.5% | Reduced |
| Skba Capital Management LLC | 3,700 | $214.7K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,700 | $214.7K | 0.01% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,782 | $215.0K | 0.15% | +3,782 | New |
| Dillon & Associates Inc | 3,715 | $215.0K | 0.04% | −75−2.0% | Reduced |
| Kingfisher Capital LLC | 3,702 | $215.0K | 0.06% | −31−0.8% | Reduced |
| Journey Strategic Wealth LLC | 3,705 | $215.1K | 0.01% | +89+2.5% | Added |
| ICA Group Wealth Management, LLC | 3,710 | $215.3K | 0.06% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,709 | $215.3K | 0.09% | +14+0.4% | Added |
| Trinity Financial Advisors LLC | 3,710 | $215.3K | 0.11% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 3,713 | $215.5K | 0.01% | −197−5.0% | Reduced |
| West Family Investments, Inc. | 3,715 | $215.6K | 0.08% | −8,457−69.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,720 | $215.9K | 0.11% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,722 | $216.0K | 0.03% | −897−19.4% | Reduced |
| Montz Harcus Wealth Management LLC | 3,723 | $216.1K | 0.18% | −648−14.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,728 | $216.4K | 0.12% | +10.0% | Added |
| Seven Mile Advisory | 3,730 | $216.5K | 0.23% | +29+0.8% | Added |
| Register Financial Advisors LLC | 3,740 | $217.1K | 0.16% | +7+0.2% | Added |
| Morris Financial Concepts, Inc. | 3,761 | $218.3K | 0.15% | −81−2.1% | Reduced |
| Kearns & Associates LLC | 3,770 | $218.8K | 0.21% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 3,778 | $219.3K | 0.03% | −109−2.8% | Reduced |
| L & S Advisors Inc | 3,780 | $219.4K | 0.03% | −1,000−20.9% | Reduced |
| Core Alternative Capital | 3,780 | $219.4K | 0.03% | −68−1.8% | Reduced |
| Integrated Investment Consultants, LLC | 3,798 | $220.4K | 0.08% | −1,078−22.1% | Reduced |
| Payden & Rygel | 3,800 | $221.0K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 3,800 | $221.0K | 0.02% | +3,800 | New |
| Vantage Consulting Group Inc | 3,808 | $221.0K | 0.15% | +258+7.3% | Added |
| Syntax Advisors, LLC | 3,808 | $221.0K | 0.19% | +258+7.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,809 | $221.1K | 0.01% | 00.0% | Unchanged |
| Camden National Bank | 3,814 | $221.4K | 0.05% | −90−2.3% | Reduced |
| NBW Capital LLC | 3,819 | $221.7K | 0.05% | −302−7.3% | Reduced |
| TriaGen Wealth Management LLC | 3,820 | $221.7K | 0.11% | −5−0.1% | Reduced |