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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 4,460 | $259.0K | 0.11% | −100−2.2% | Reduced |
| Novare Capital Management LLC | 4,480 | $260.0K | 0.03% | −188−4.0% | Reduced |
| Hummer Financial Advisory Services Inc | 4,500 | $261.2K | 0.27% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,500 | $261.2K | 0.14% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,503 | $261.4K | 0.03% | −1,975−30.5% | Reduced |
| Atlas Private Wealth Management | 4,527 | $262.7K | 0.14% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,535 | $263.2K | 0.02% | −155−3.3% | Reduced |
| Waycross Partners, LLC | 4,557 | $264.5K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,804 | $265.4K | 0.09% | +4,804 | New |
| Insight Advisors, LLC | 4,576 | $265.6K | 0.06% | −1,731−27.4% | Reduced |
| Schrum Private Wealth Management LLC | 4,578 | $265.7K | 0.30% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 4,580 | $265.8K | 0.05% | −205−4.3% | Reduced |
| Weaver Consulting Group | 4,580 | $265.8K | 0.12% | −125−2.7% | Reduced |
| Riverwater Partners LLC | 4,583 | $266.0K | 0.24% | +689+17.7% | Added |
| CMG Global Holdings, LLC | 4,599 | $266.9K | 0.23% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,605 | $267.2K | 0.19% | −431−8.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,607 | $267.4K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,615 | $267.8K | 0.03% | +881+23.6% | Added |
| Monterey Private Wealth, Inc. | 4,638 | $269.2K | 0.14% | +42+0.9% | Added |
| Cornerstone Wealth Group, LLC | 4,654 | $270.1K | 0.05% | +1,457+45.6% | Added |
| Secure Asset Management, LLC | 4,671 | $271.1K | 0.08% | −153−3.2% | Reduced |
| First Business Financial Services, Inc. | 4,698 | $272.7K | 0.03% | +130+2.8% | Added |
| Delta Investment Management, LLC | 4,717 | $273.8K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,717 | $274.0K | 0.02% | −236−4.8% | Reduced |
| Mirova | 4,724 | $274.2K | 0.06% | −7,529−61.4% | Reduced |
| Lathrop Investment Management Corp | 4,732 | $275.0K | 0.06% | −40−0.8% | Reduced |
| Cypress Wealth Services, LLC | 4,742 | $275.2K | 0.08% | −9−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,756 | $276.1K | 0.06% | −237−4.7% | Reduced |
| Compass Ion Advisors, LLC | 4,759 | $276.2K | 0.05% | +4,759 | New |
| Atlas Private Wealth Advisors | 4,774 | $277.1K | 0.05% | −1,336−21.9% | Reduced |
| Fagan Associates, Inc. | 4,789 | $278.0K | 0.07% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 4,805 | $278.9K | 0.28% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,809 | $279.0K | 0.03% | +4,809 | Added |
| Woodward Diversified Capital, LLC | 4,809 | $279.1K | 0.20% | −5,509−53.4% | Reduced |
| Eudaimonia Advisors LLC | 4,811 | $279.2K | 0.20% | −389−7.5% | Reduced |
| Bridgeworth, LLC | 4,815 | $279.5K | 0.03% | 00.0% | Unchanged |
| Vicus Capital | 4,824 | $280.0K | 0.03% | +179+3.9% | Added |
| Trust Co of Oklahoma | 4,840 | $280.9K | 0.11% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,913 | $281.1K | 0.08% | −38−0.8% | Reduced |
| Sterneck Capital Management, LLC | 4,857 | $281.9K | 0.19% | −400−7.6% | Reduced |
| Fort Sheridan Advisors LLC | 4,875 | $282.9K | 0.06% | −1,000−17.0% | Reduced |
| Bristlecone Advisors, LLC | 4,877 | $283.1K | 0.03% | +8+0.2% | Added |
| Burt Wealth Advisors | 4,890 | $283.8K | 0.09% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,897 | $284.2K | 0.21% | −914−15.7% | Reduced |
| S.A. Mason LLC | 4,929 | $286.1K | 0.21% | −331−6.3% | Reduced |
| Grey Street Capital, LLC | 4,956 | $287.6K | 0.16% | +38+0.8% | Added |
| Symphony Financial, Ltd. Co. | 4,980 | $287.7K | 0.07% | +194+4.1% | Added |
| Spinnaker Investment Group, LLC | 4,966 | $288.2K | 0.10% | +211+4.4% | Added |
| Fifth Third Wealth Advisors LLC | 4,967 | $288.3K | 0.12% | +1,830+58.3% | Added |
| LS Investment Advisors, LLC | 4,975 | $288.7K | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 4,977 | $289.0K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 4,985 | $289.3K | 0.08% | −2,508−33.5% | Reduced |
| Charles Schwab Trust Co | 4,986 | $289.4K | 0.03% | −67−1.3% | Reduced |
| Gemmer Asset Management LLC | 4,993 | $289.8K | 0.04% | +104+2.1% | Added |
| Harvey Investment Co LLC | 5,005 | $290.0K | 0.04% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 5,000 | $290.2K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $290.2K | 0.06% | 00.0% | Unchanged |
| Forte Capital LLC | 5,001 | $290.3K | 0.04% | −125−2.4% | Reduced |
| Gallacher Capital Management LLC | 5,002 | $290.3K | 0.18% | +5,002 | New |
| Lokken Investment Group LLC | 5,010 | $290.8K | 0.19% | +45+0.9% | Added |
| Sabal Trust CO | 5,028 | $291.8K | 0.02% | −875−14.8% | Reduced |
| Invst, LLC | 5,028 | $291.8K | 0.04% | +189+3.9% | Added |
| Osterweis Capital Management Inc | 5,049 | $293.0K | 0.02% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,074 | $294.5K | 0.72% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,076 | $294.6K | 0.31% | 00.0% | Unchanged |
| M. Kraus & Co | 5,078 | $294.7K | 0.10% | −350−6.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,079 | $294.8K | 0.25% | +693+15.8% | Added |
| First International Bank & Trust | 5,082 | $295.0K | 0.11% | −1,069−17.4% | Reduced |
| First National Bank | 5,118 | $297.0K | 0.26% | +134+2.7% | Added |
| Vivaldi Capital Management, LLC | 5,125 | $297.5K | 0.10% | +380+8.0% | Added |
| Antonetti Capital Management LLC | 5,143 | $298.5K | 0.47% | −294−5.4% | Reduced |
| Royal Capital Wealth Management, LLC | 5,147 | $298.7K | 0.29% | +4+0.1% | Added |
| Northstar Asset Management LLC | 5,148 | $298.8K | 0.09% | +800+18.4% | Added |
| Carson Advisory Inc. | 5,172 | $300.2K | 0.26% | +1,032+24.9% | Added |
| Kowal Investment Group, LLC | 5,174 | $300.3K | 0.08% | −1,566−23.2% | Reduced |
| Triumph Capital Management | 5,182 | $300.8K | 0.14% | +1,464+39.4% | Added |
| BOK Financial Private Wealth, Inc. | 5,184 | $300.9K | 0.03% | −338−6.1% | Reduced |
| Exeter Financial, LLC | 5,198 | $301.7K | 0.16% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,203 | $302.0K | 0.21% | −101−1.9% | Reduced |
| McAdam, LLC | 5,216 | $302.7K | 0.02% | +173+3.4% | Added |
| Coastal Bridge Advisors, LLC | 5,221 | $303.0K | 0.08% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 5,245 | $304.5K | 0.03% | −393−7.0% | Reduced |
| Meeder Asset Management Inc | 5,248 | $304.6K | 0.02% | −58,369−91.8% | Reduced |
| Innovis Asset Management LLC | 5,248 | $304.6K | 0.12% | +90+1.7% | Added |
| DCF Advisers, LLC | 5,250 | $304.7K | 0.21% | +5,250 | New |
| Portland Global Advisors LLC | 5,264 | $306.0K | 0.05% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 5,274 | $306.1K | 0.07% | −3,098−37.0% | Reduced |
| Overbrook Management Corp | 5,290 | $307.0K | 0.07% | −50−0.9% | Reduced |
| Horan Securities, Inc. | 5,293 | $307.2K | 0.16% | −113−2.1% | Reduced |
| Perennial Investment Advisors, LLC | 5,294 | $307.3K | 0.06% | −60−1.1% | Reduced |
| Bray Capital Advisors | 5,296 | $307.4K | 0.09% | +41+0.8% | Added |
| Inscription Capital, LLC | 5,300 | $307.6K | 0.10% | +74+1.4% | Added |
| Meridian Investment Counsel Inc. | 5,301 | $307.7K | 0.12% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,304 | $307.9K | 0.09% | −144−2.6% | Reduced |
| Towercrest Capital Management | 5,310 | $308.2K | 0.06% | −31−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,312 | $308.3K | 0.01% | −779−12.8% | Reduced |
| PFG Advisors | 5,326 | $309.1K | 0.03% | −4,489−45.7% | Reduced |
| Uncommon Cents Investing LLC | 5,330 | $309.4K | 0.11% | +5,330 | New |
| Grove Bank & Trust | 5,364 | $311.3K | 0.06% | −891−14.2% | Reduced |
| Van Hulzen Asset Management, LLC | 5,373 | $312.0K | 0.02% | +133+2.5% | Added |