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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 6,224 | $361.2K | 0.31% | +6,224 | New |
| Ironwood Investment Management LLC | 6,239 | $362.1K | 0.22% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,245 | $362.5K | 0.11% | −85−1.3% | Reduced |
| Wallace Advisory Group, LLC | 5,668 | $362.5K | 0.26% | −172−2.9% | Reduced |
| Simon Quick Advisors, LLC | 6,252 | $362.8K | 0.03% | +1,738+38.5% | Added |
| Cowa, LLC | 6,263 | $363.5K | 0.25% | −1,058−14.5% | Reduced |
| Northcape Wealth Management, LLC | 6,282 | $364.6K | 0.14% | +3,045+94.1% | Added |
| Maple Capital Management, Inc. | 6,290 | $365.1K | 0.04% | +692+12.4% | Added |
| Clark Financial Services Group Inc | 6,298 | $365.6K | 0.50% | −99−1.5% | Reduced |
| New England Capital Financial Advisors LLC | 6,315 | $366.5K | 0.25% | +9+0.1% | Added |
| Apriem Advisors | 6,320 | $366.8K | 0.05% | −66−1.0% | Reduced |
| Prentice Wealth Management LLC | 6,362 | $369.3K | 0.17% | +79+1.3% | Added |
| Lakeview Capital Partners, LLC | 6,368 | $369.6K | 0.07% | −1,148−15.3% | Reduced |
| Investors Asset Management of Georgia Inc | 6,469 | $370.2K | 0.20% | −149−2.3% | Reduced |
| Amica Retiree Medical Trust | 6,391 | $371.0K | 0.44% | 00.0% | Unchanged |
| Peoples Bank | 6,399 | $371.4K | 0.24% | −140−2.1% | Reduced |
| Magnus Financial Group LLC | 6,400 | $371.5K | 0.05% | −470−6.8% | Reduced |
| River Wealth Advisors LLC | 6,404 | $371.7K | 0.07% | −277−4.1% | Reduced |
| O'Brien Greene & Co. Inc | 6,410 | $372.0K | 0.14% | −150−2.3% | Reduced |
| Berger Financial Group, Inc | 6,454 | $374.6K | 0.04% | −253−3.8% | Reduced |
| Parkside Advisors LLC | 6,455 | $374.7K | 0.12% | −250−3.7% | Reduced |
| Laurel Wealth Advisors LLC | 6,471 | $375.6K | 0.08% | −693−9.7% | Reduced |
| Eastern Bank | 6,474 | $375.8K | 0.02% | 00.0% | Unchanged |
| King Wealth | 6,501 | $377.0K | 0.08% | +59+0.9% | Added |
| Becker Capital Management Inc | 6,515 | $378.1K | 0.02% | +195+3.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,549 | $380.1K | 0.18% | −96−1.4% | Reduced |
| One Wealth Advisors, LLC | 6,567 | $381.1K | 0.08% | −1,886−22.3% | Reduced |
| Allstate Corp | 6,577 | $381.7K | 0.02% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 6,579 | $381.9K | 0.25% | +117+1.8% | Added |
| Financial Partners Group, LLC | 6,596 | $382.8K | 0.18% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6,597 | $382.9K | 0.05% | +472+7.7% | Added |
| Hemenway Trust Co LLC | 6,609 | $383.6K | 0.04% | −910−12.1% | Reduced |
| Frisch Financial Group, Inc. | 6,611 | $384.0K | 0.16% | −1,681−20.3% | Reduced |
| ERTS Wealth Advisors, LLC | 6,618 | $384.1K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,623 | $384.4K | 0.05% | −267−3.9% | Reduced |
| VeraBank, N.A. | 6,648 | $385.9K | 0.15% | 00.0% | Unchanged |
| Belmont Capital, LLC | 6,650 | $386.0K | 0.21% | +6,650 | New |
| Bigelow Investment Advisors, LLC | 6,658 | $386.4K | 0.22% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 6,688 | $388.0K | 0.28% | −523−7.3% | Reduced |
| Albert D Mason Inc | 6,690 | $388.0K | 0.28% | −100−1.5% | Reduced |
| Nations Financial Group Inc, | 6,688 | $388.2K | 0.04% | −1,026−13.3% | Reduced |
| Park Circle Co | 6,700 | $388.9K | 0.37% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 6,701 | $388.9K | 0.06% | −127,325−95.0% | Reduced |
| Soltis Investment Advisors LLC | 6,702 | $389.0K | 0.05% | −1,007−13.1% | Reduced |
| WealthPlan Investment Management, LLC | 6,720 | $390.0K | 0.07% | +700+11.6% | Added |
| Founders Financial Alliance, LLC | 6,722 | $390.1K | 0.17% | −783−10.4% | Reduced |
| Columbia Asset Management | 6,730 | $391.0K | 0.09% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6,740 | $391.2K | 0.09% | −1,350−16.7% | Reduced |
| JB Capital LLC | 6,765 | $392.6K | 0.03% | −115−1.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,777 | $393.0K | 0.18% | +100+1.5% | Added |
| SC&H Financial Advisors, Inc. | 6,776 | $393.3K | 0.13% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 6,788 | $394.0K | 0.20% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 6,795 | $394.4K | 0.28% | +35+0.5% | Added |
| Sunbelt Securities, Inc. | 6,835 | $396.7K | 0.05% | +42+0.6% | Added |
| Syon Capital LLC | 6,852 | $397.7K | 0.05% | +6,852 | New |
| Colonial Trust Advisors | 6,867 | $398.6K | 0.05% | −1,008−12.8% | Reduced |
| Apella Capital, LLC | 6,870 | $398.7K | 0.03% | −382−5.3% | Reduced |
| Key Financial Inc | 6,880 | $399.3K | 0.13% | −182−2.6% | Reduced |
| Twin Lakes Capital Management, LLC | 6,905 | $400.8K | 0.30% | +61+0.9% | Added |
| Sanchez Wealth Management Group | 6,920 | $401.6K | 0.16% | +26+0.4% | Added |
| Legacy Financial Advisors, Inc. | 6,925 | $401.9K | 0.08% | −325−4.5% | Reduced |
| Clearview Wealth Advisors LLC | 6,934 | $402.4K | 0.50% | −632−8.4% | Reduced |
| Westside Investment Management, Inc. | 6,952 | $403.5K | 0.12% | +4+0.1% | Added |
| Beck Mack & Oliver LLC | 6,957 | $403.8K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,959 | $403.9K | 0.07% | −555−7.4% | Reduced |
| Appleton Partners Inc | 6,977 | $405.0K | 0.04% | −555−7.4% | Reduced |
| Guardian Wealth Advisors, LLC | 6,992 | $405.8K | 0.07% | −699−9.1% | Reduced |
| Boston Research & Management Inc | 7,010 | $406.0K | 0.12% | 00.0% | Unchanged |
| RS Crum Inc. | 7,042 | $408.7K | 0.15% | +7,042 | New |
| Sonora Investment Management Group, LLC | 7,056 | $409.5K | 0.04% | −184−2.5% | Reduced |
| Breakwater Capital Group | 7,992 | $409.8K | 0.14% | −2,628−24.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,252 | $410.5K | 0.19% | −150−2.0% | Reduced |
| Cary Street Partners Asset Management LLC | 7,075 | $410.6K | 0.08% | −33,395−82.5% | Reduced |
| Linscomb & Williams, Inc. | 7,096 | $411.9K | 0.02% | −166−2.3% | Reduced |
| Keystone Wealth Services, LLC | 7,118 | $413.1K | 0.16% | −254−3.4% | Reduced |
| Cross Staff Investments Inc | 7,131 | $413.9K | 0.40% | +6+0.1% | Added |
| Abbot Financial Management, Inc. | 7,135 | $414.1K | 0.28% | +1,825+34.4% | Added |
| Townsend Asset Management Corp | 7,150 | $415.0K | 0.21% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 7,159 | $416.0K | 0.31% | −7,615−51.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,170 | $416.2K | 0.23% | +1,220+20.5% | Added |
| Smallwood Wealth Investment Management, LLC | 7,184 | $417.0K | 0.38% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,187 | $417.1K | 0.29% | −13,747−65.7% | Reduced |
| New South Capital Management Inc | 7,189 | $417.3K | 0.02% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 7,190 | $417.3K | 0.31% | −328−4.4% | Reduced |
| MONECO Advisors, LLC | 7,215 | $418.7K | 0.11% | −394−5.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,226 | $419.4K | 0.10% | +1,457+25.3% | Added |
| Gables Capital Management Inc. | 7,234 | $419.9K | 0.29% | 00.0% | Unchanged |
| Foster Group, Inc. | 7,263 | $421.5K | 0.03% | +600+9.0% | Added |
| First Foundation Advisors | 7,267 | $421.8K | 0.02% | −691−8.7% | Reduced |
| Eudaimonia Partners, LLC | 7,270 | $421.9K | 0.10% | +4+0.1% | Added |
| McLean Asset Management Corp | 7,492 | $422.5K | 0.17% | −61−0.8% | Reduced |
| Gratus Capital LLC | 7,284 | $422.7K | 0.03% | +491+7.2% | Added |
| Alethea Capital Management, LLC | 7,315 | $424.6K | 0.52% | +7,315 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,343 | $426.2K | 0.20% | −440−5.7% | Reduced |
| Morningstar Investment Management LLC | 7,349 | $427.0K | 0.06% | +1,035+16.4% | Added |
| ASB Consultores, LLC | 7,361 | $427.2K | 0.17% | −3,235−30.5% | Reduced |
| O'Dell Group, LLC | 7,367 | $427.6K | 0.13% | −36−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 7,491 | $428.7K | 0.05% | −30.0% | Reduced |
| Yarbrough Capital, LLC | 7,400 | $429.5K | 0.03% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,411 | $430.1K | 0.05% | +69+0.9% | Added |