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 |
|---|---|---|---|---|---|
| Doheny Asset Management | 3,829 | $222.0K | 0.22% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 3,825 | $222.0K | 0.16% | −732−16.1% | Reduced |
| Atlas Wealth LLC | 3,840 | $222.9K | 0.04% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 3,856 | $223.8K | 0.15% | −139−3.5% | Reduced |
| Legacy Capital Group California, Inc. | 3,864 | $224.3K | 0.10% | −34−0.9% | Reduced |
| Wealth Management Associates, Inc. | 3,869 | $224.5K | 0.13% | +53+1.4% | Added |
| Sandy Cove Advisors, LLC | 3,875 | $224.9K | 0.13% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,884 | $225.4K | 0.04% | +11+0.3% | Added |
| CFO4Life Group, LLC | 3,891 | $225.8K | 0.05% | +123+3.3% | Added |
| Firestone Capital Management | 3,897 | $226.2K | 0.08% | +500+14.7% | Added |
| PBMares Wealth Management LLC | 3,899 | $226.3K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,909 | $226.9K | 0.01% | −70−1.8% | Reduced |
| Tempus Wealth Planning, LLC | 3,913 | $227.1K | 0.11% | −4,376−52.8% | Reduced |
| West Branch Capital LLC | 3,914 | $227.2K | 0.12% | −82−2.1% | Reduced |
| Hartline Investment Corp | 3,918 | $227.4K | 0.04% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,925 | $227.8K | 0.10% | −530−11.9% | Reduced |
| Keeley-Teton Advisors, LLC | 3,927 | $227.9K | 0.03% | −600−13.3% | Reduced |
| Aua Capital Management, LLC | 3,937 | $228.5K | 0.17% | +745+23.3% | Added |
| Greytown Advisors Inc. | 3,938 | $228.6K | 0.13% | −1,208−23.5% | Reduced |
| Edge Capital Group, LLC | 3,958 | $229.7K | 0.01% | −19,376−83.0% | Reduced |
| Hendershot Investments Inc. | 3,958 | $229.7K | 0.04% | −100−2.5% | Reduced |
| Condor Capital Management | 3,963 | $230.0K | 0.03% | +113+2.9% | Added |
| Keel Point, LLC | 3,972 | $230.6K | 0.03% | −347−8.0% | Reduced |
| JFS Wealth Advisors, LLC | 3,980 | $231.0K | 0.02% | −257−6.1% | Reduced |
| Riverbridge Partners LLC | 3,981 | $231.1K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 3,991 | $231.6K | 0.08% | −541−11.9% | Reduced |
| DRW Securities, LLC | 3,989 | $232.0K | 0.02% | −912−18.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,999 | $232.1K | 0.04% | −57−1.4% | Reduced |
| Vanguard Capital Wealth Advisors | 4,000 | $232.2K | 0.22% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,005 | $232.4K | 0.06% | −912−18.5% | Reduced |
| Walker Asset Management, LLC | 4,007 | $232.6K | 0.21% | +13+0.3% | Added |
| Tradewinds, LLC. | 4,008 | $232.6K | 0.14% | −20.0% | Reduced |
| SkyOak Wealth, LLC | 4,021 | $233.4K | 0.07% | −65−1.6% | Reduced |
| Parthenon LLC | 4,023 | $233.5K | 0.04% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 4,030 | $233.9K | 0.24% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,040 | $234.5K | 0.06% | +722+21.8% | Added |
| Basepoint Wealth LLC | 4,060 | $235.6K | 0.19% | −64−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 4,061 | $235.7K | 0.05% | +648+19.0% | Added |
| Fortis Group Advisors, LLC | 3,484 | $235.8K | 0.07% | +3,484 | New |
| StrategIQ Financial Group, LLC | 4,064 | $235.9K | 0.03% | −15−0.4% | Reduced |
| Global Trust Asset Management, LLC | 4,080 | $236.8K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 4,180 | $236.8K | 0.10% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,080 | $236.8K | 0.04% | −238,118−98.3% | Reduced |
| Weatherly Asset Management L. P. | 4,097 | $237.8K | 0.03% | −500−10.9% | Reduced |
| Kolinsky Wealth Management, LLC | 4,098 | $237.8K | 0.24% | −764−15.7% | Reduced |
| Dechtman Wealth Management, LLC | 4,123 | $239.0K | 0.07% | −5,900−58.9% | Reduced |
| GSB Wealth Management, LLC | 4,121 | $239.2K | 0.08% | −10,089−71.0% | Reduced |
| MainStreet Investment Advisors LLC | 4,129 | $239.6K | 0.03% | −1,495−26.6% | Reduced |
| West Coast Financial LLC | 4,136 | $240.1K | 0.04% | −73−1.7% | Reduced |
| Connecticut Wealth Management, LLC | 4,137 | $240.1K | 0.02% | +4,137 | New |
| Terry L. Blaker | 4,140 | $240.3K | 0.02% | −1,808−30.4% | Reduced |
| Financial Engines Advisors L.L.C. | 4,144 | $240.5K | 0.00% | +4,144 | New |
| World Equity Group, Inc. | 4,146 | $240.6K | 0.05% | +4,146 | New |
| Asahi Life Asset Management Co., Ltd. | 4,150 | $240.9K | 0.08% | +4,150 | New |
| Executive Wealth Management, LLC | 4,153 | $241.1K | 0.02% | +479+13.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,155 | $241.2K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,157 | $241.3K | 0.07% | −103−2.4% | Reduced |
| Zions Bancorporation, N.A. | 4,166 | $241.8K | 0.02% | −131−3.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,170 | $242.0K | 0.02% | −227,081−98.2% | Reduced |
| Fort, L.P. | 4,185 | $242.9K | 0.67% | +174+4.3% | Added |
| West Oak Capital, LLC | 4,190 | $243.0K | 0.12% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 4,194 | $243.4K | 0.07% | +33+0.8% | Added |
| Agate Pass Investment Management, LLC | 4,200 | $243.8K | 0.17% | −524−11.1% | Reduced |
| Doliver Advisors, LP | 4,203 | $243.9K | 0.07% | −100−2.3% | Reduced |
| Hourglass Capital, LLC | 4,213 | $244.5K | 0.09% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,219 | $244.9K | 0.01% | −155−3.5% | Reduced |
| Lavaca Capital LLC | 4,220 | $244.9K | 0.09% | −181−4.1% | Reduced |
| Hutchinson Capital Management | 4,225 | $245.2K | 0.06% | −56−1.3% | Reduced |
| Gryphon Financial Partners LLC | 4,240 | $246.1K | 0.06% | +664+18.6% | Added |
| Zhang Financial LLC | 4,242 | $246.2K | 0.02% | −1,709−28.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 4,247 | $246.5K | 0.02% | +1,047+32.7% | Added |
| Avion Wealth | 4,267 | $247.0K | 0.07% | −798−15.8% | Reduced |
| BCS Wealth Management | 4,272 | $248.0K | 0.10% | +4,272 | New |
| Intrepid Financial Planning Group LLC | 4,281 | $248.5K | 0.13% | +4,281 | New |
| Diversified, LLC | 4,287 | $248.8K | 0.06% | +398+10.2% | Added |
| Financial Advisors Network, Inc. | 4,300 | $249.6K | 0.06% | +4,300 | New |
| Wimmer Associates 1, LLC | 4,300 | $249.6K | 0.16% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 4,300 | $249.6K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,300 | $249.6K | 0.02% | +333+8.4% | Added |
| Stony Point Wealth Management Inc. | 4,422 | $250.3K | 0.13% | +60+1.4% | Added |
| Winthrop Advisory Group LLC | 4,317 | $250.5K | 0.04% | −52−1.2% | Reduced |
| Financial Security Advisor, Inc. | 4,317 | $250.6K | 0.12% | +4,317 | New |
| Riverview Trust Co | 4,329 | $251.3K | 0.22% | −244−5.3% | Reduced |
| Fidelis Capital Partners, LLC | 4,331 | $251.4K | 0.09% | −2,014−31.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,900 | $251.4K | 0.21% | +1,500+44.1% | Added |
| Gradient Capital Advisors, LLC | 4,345 | $252.2K | 0.11% | −488−10.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,365 | $253.3K | 0.05% | +589+15.6% | Added |
| SignalPoint Asset Management, LLC | 4,377 | $254.1K | 0.08% | −4−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 4,379 | $254.2K | 0.00% | −788,858−99.4% | Reduced |
| Enterprise Bank & Trust Co | 4,382 | $254.3K | 0.10% | +364+9.1% | Added |
| Authentikos Wealth Advisory, LLC | 4,400 | $255.4K | 0.25% | −7−0.2% | Reduced |
| WR Wealth Planners, LLC | 4,407 | $255.8K | 0.10% | +4+0.1% | Added |
| IFG Advisory, LLC | 4,406 | $255.8K | 0.02% | +4,406 | New |
| Narus Financial Partners, LLC | 4,418 | $256.4K | 0.13% | −117−2.6% | Reduced |
| Windsor Group LTD | 4,436 | $257.0K | 0.05% | −96−2.1% | Reduced |
| Wayfinding Financial, LLC | 4,462 | $258.0K | 0.20% | −292−6.1% | Reduced |
| Covestor Ltd | 4,461 | $258.0K | 0.19% | +1,012+29.3% | Added |
| Tiemann Investment Advisors, LLC | 4,446 | $258.0K | 0.14% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 4,452 | $258.4K | 0.14% | −1,269−22.2% | Reduced |
| Wedge Capital Management L L P | 4,457 | $258.7K | 0.01% | −475,562−99.1% | Reduced |