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 |
|---|---|---|---|---|---|
| Saranac Partners Ltd | 5,382 | $312.4K | 0.18% | 00.0% | Unchanged |
| Successful Portfolios LLC | 5,394 | $313.1K | 0.28% | +17+0.3% | Added |
| Smith Shellnut Wilson LLC | 5,405 | $313.7K | 0.19% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,411 | $314.1K | 0.07% | −992−15.5% | Reduced |
| Park Place Capital Corp | 5,423 | $314.8K | 0.09% | −1,900−25.9% | Reduced |
| WT Wealth Management | 5,430 | $315.2K | 0.14% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,431 | $315.2K | 0.04% | −116−2.1% | Reduced |
| Quent Capital, LLC | 5,432 | $315.3K | 0.05% | −649−10.7% | Reduced |
| Strategic Blueprint, LLC | 5,440 | $315.7K | 0.03% | +431+8.6% | Added |
| RMR Wealth Builders | 5,440 | $315.7K | 0.05% | −109−2.0% | Reduced |
| Matrix Asset Advisors Inc | 5,440 | $315.7K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,450 | $316.3K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 5,454 | $316.5K | 0.16% | −1,138−17.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 5,461 | $317.0K | 0.04% | −268−4.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,476 | $317.8K | 0.09% | +950+21.0% | Added |
| Kidder Stephen W | 5,481 | $318.1K | 0.11% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,500 | $319.2K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,500 | $319.2K | 0.18% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,500 | $319.2K | 0.09% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 5,503 | $319.4K | 0.17% | +125+2.3% | Added |
| Iams Wealth Management, LLC | 5,506 | $319.6K | 0.22% | +5,506 | New |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $320.8K | 0.17% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 5,542 | $321.7K | 0.08% | +652+13.3% | Added |
| Angeles Investment Advisors, LLC | 5,563 | $322.9K | 0.03% | −221−3.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,568 | $323.2K | 0.26% | −551−9.0% | Reduced |
| Crew Capital Management, Ltd. | 5,591 | $324.5K | 0.35% | −1,672−23.0% | Reduced |
| EHP Funds Inc. | 5,600 | $325.0K | 0.15% | −21,000−78.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,600 | $325.0K | 0.25% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,607 | $325.4K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,609 | $325.5K | 0.03% | +2,099+59.8% | Added |
| Measured Wealth Private Client Group, LLC | 5,616 | $326.0K | 0.13% | −1,430−20.3% | Reduced |
| Thrive Wealth Management, LLC | 5,640 | $327.3K | 0.09% | +764+15.7% | Added |
| TCG Advisory Services, LLC | 5,654 | $328.2K | 0.05% | +768+15.7% | Added |
| Guardian Capital Advisors LP | 5,800 | $328.6K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,665 | $328.8K | 0.02% | +991+21.2% | Added |
| American National Bank | 5,674 | $329.3K | 0.06% | +1,200+26.8% | Added |
| Riversedge Advisors, LLC | 5,691 | $330.3K | 0.10% | +178+3.2% | Added |
| Avestar Capital, LLC | 5,706 | $331.2K | 0.05% | +1,719+43.1% | Added |
| Menard Financial Group LLC | 5,707 | $331.2K | 0.48% | +2,458+75.7% | Added |
| Parcion Private Wealth LLC | 5,713 | $331.6K | 0.03% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,714 | $331.6K | 0.24% | +157+2.8% | Added |
| Pure Financial Advisors, Inc. | 5,730 | $332.6K | 0.01% | −1,309−18.6% | Reduced |
| Almanack Investment Partners, LLC. | 5,733 | $332.7K | 0.06% | −847−12.9% | Reduced |
| Atlas Capital Advisors LLC | 5,738 | $333.0K | 0.05% | −498−8.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,754 | $334.0K | 0.02% | −2,860−33.2% | Reduced |
| Northwest Bancshares, Inc. | 5,765 | $334.6K | 0.06% | +1,065+22.7% | Added |
| Southeast Asset Advisors Inc. | 5,776 | $335.2K | 0.05% | −20.0% | Reduced |
| Stanley-Laman Group, Ltd. | 5,780 | $335.5K | 0.06% | −1,000−14.7% | Reduced |
| IMA Wealth, Inc. | 5,782 | $335.6K | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,792 | $336.0K | 0.05% | −539−8.5% | Reduced |
| Triad Financial Advisors, Inc. | 5,825 | $338.1K | 0.12% | +115+2.0% | Added |
| WPWealth LLP | 5,826 | $338.1K | 0.13% | −26−0.4% | Reduced |
| Pacific Global Investment Management CO | 5,834 | $338.6K | 0.07% | −903−13.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,848 | $339.5K | 0.02% | −1,912−24.6% | Reduced |
| E&G Advisors, LP | 5,850 | $339.9K | 0.12% | −50−0.8% | Reduced |
| AlphaQ Advisors LLC | 5,857 | $339.9K | 0.30% | −710−10.8% | Reduced |
| Bedel Financial Consulting, Inc. | 5,862 | $340.2K | 0.07% | +7+0.1% | Added |
| Bedel Financial Consulting Inc | 5,862 | $340.2K | 0.07% | +5,862 | New |
| Hall Capital Management Co Inc | 5,865 | $340.4K | 0.22% | 00.0% | Unchanged |
| Bank of Stockton | 6,430 | $340.6K | 0.13% | −778−10.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,882 | $341.4K | 0.12% | +13+0.2% | Added |
| IMS Capital Management | 5,897 | $342.2K | 0.20% | −122−2.0% | Reduced |
| Sage Mountain Advisors LLC | 5,897 | $342.3K | 0.05% | −701−10.6% | Reduced |
| Amussen Hunsaker Associates LLC | 5,896 | $342.8K | 0.08% | −40−0.7% | Reduced |
| LCNB Corp | 5,908 | $342.9K | 0.15% | −1,353−18.6% | Reduced |
| GHP Investment Advisors, Inc. | 6,076 | $343.1K | 0.02% | +386+6.8% | Added |
| Stockman Wealth Management, Inc. | 5,924 | $343.8K | 0.08% | −1,562−20.9% | Reduced |
| Quaker Wealth Management, LLC | 5,924 | $343.8K | 0.17% | +1,909+47.5% | Added |
| Focused Wealth Management, Inc | 5,926 | $344.0K | 0.06% | +22+0.4% | Added |
| Argonautica Private Wealth Management, Inc | 5,930 | $344.2K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,955 | $345.6K | 0.08% | −1,113−15.7% | Reduced |
| Ignite Planners, LLC | 6,146 | $346.8K | 0.11% | −1,720−21.9% | Reduced |
| Cipher Capital LP | 5,996 | $348.0K | 0.25% | +5,996 | New |
| AFS Financial Group, LLC | 6,016 | $349.2K | 0.24% | +300+5.2% | Added |
| Lantz Financial LLC | 6,018 | $349.3K | 0.14% | +67+1.1% | Added |
| Draper Asset Management, LLC | 6,020 | $349.4K | 0.37% | +6,020 | New |
| Tilson Financial Group, Inc. | 6,037 | $350.0K | 0.28% | +6,037 | New |
| West Chester Capital Advisors, Inc | 6,035 | $350.3K | 0.65% | −440−6.8% | Reduced |
| IFG Advisors, LLC | 6,044 | $350.8K | 0.12% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,044 | $350.8K | 0.07% | −68−1.1% | Reduced |
| Live Oak Private Wealth LLC | 6,053 | $351.3K | 0.07% | −200−3.2% | Reduced |
| Satovsky Asset Management LLC | 6,061 | $351.8K | 0.12% | +47+0.8% | Added |
| Sand Hill Global Advisors, LLC | 6,081 | $352.9K | 0.02% | −410−6.3% | Reduced |
| Bridge Creek Capital Management LLC | 6,095 | $353.8K | 0.13% | −35−0.6% | Reduced |
| Pallas Capital Advisors LLC | 6,908 | $354.0K | 0.02% | +6,908 | New |
| Ritter Daniher Financial Advisory LLC | 6,105 | $354.4K | 0.15% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 6,120 | $355.2K | 0.29% | −17−0.3% | Reduced |
| Cheviot Value Management, LLC | 6,142 | $356.5K | 0.08% | −340−5.2% | Reduced |
| Souders Financial Advisors | 6,153 | $357.1K | 0.07% | +1,902+44.7% | Added |
| Silverlake Wealth Management LLC | 6,174 | $358.4K | 0.20% | +33+0.5% | Added |
| Verus Capital Partners, LLC | 6,178 | $358.6K | 0.05% | −389−5.9% | Reduced |
| Capital Square, LLC | 6,310 | $358.8K | 0.48% | +92+1.5% | Added |
| Hudock, Inc. | 6,182 | $358.8K | 0.09% | +6+0.1% | Added |
| Piscataqua Savings Bank | 6,189 | $359.2K | 0.31% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,202 | $360.0K | 0.21% | +202+3.4% | Added |
| PSI Advisors, LLC | 6,216 | $360.8K | 0.16% | +1,091+21.3% | Added |
| Peachtree Investment Partners, LLC | 6,218 | $360.9K | 0.18% | −668−9.7% | Reduced |
| Security National Bank of Sioux City Iowa | 6,220 | $361.0K | 0.28% | −800−11.4% | Reduced |
| Hilton Capital Management, LLC | 6,220 | $361.0K | 0.05% | 00.0% | Unchanged |
| Wealthquest Corp | 6,222 | $361.1K | 0.04% | +6,222 | New |