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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 7,438 | $430.3K | 0.33% | −458−5.8% | Reduced |
| Aberdeen Wealth Management LLC | 7,419 | $430.6K | 0.32% | −100−1.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 7,430 | $431.2K | 0.10% | +123+1.7% | Added |
| Beverly Hills Private Wealth, LLC | 7,451 | $432.5K | 0.13% | −1,872−20.1% | Reduced |
| Five Oceans Advisors | 7,461 | $433.0K | 0.28% | −105−1.4% | Reduced |
| Carl P. Sherr & Co., LLC | 7,469 | $433.5K | 0.29% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 7,496 | $435.1K | 0.28% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,501 | $435.3K | 0.10% | −1,141−13.2% | Reduced |
| Americana Partners, LLC | 7,370 | $436.2K | 0.05% | −18,314−71.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,706 | $436.6K | 0.06% | −22,261−74.3% | Reduced |
| MCF Advisors LLC | 7,530 | $437.0K | 0.04% | +133+1.8% | Added |
| Aspiriant, LLC | 7,567 | $439.2K | 0.02% | −6,054−44.4% | Reduced |
| Catalyst Financial Partners LLC | 7,572 | $439.5K | 0.14% | +1,382+22.3% | Added |
| SRB Corp | 7,585 | $440.2K | 0.03% | +948+14.3% | Added |
| Oxford Financial Group Ltd | 7,588 | $440.4K | 0.04% | −1,194−13.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,598 | $441.0K | 0.13% | +660+9.5% | Added |
| Regatta Capital Group, LLC | 7,611 | $441.8K | 0.14% | −6−0.1% | Reduced |
| Cohen Investment Advisors LLC | 7,619 | $442.2K | 0.36% | −291−3.7% | Reduced |
| McDonald Partners LLC | 7,645 | $443.7K | 0.14% | +1,440+23.2% | Added |
| Colonial River Wealth Management, LLC | 7,673 | $445.4K | 0.29% | +3,175+70.6% | Added |
| Ellis Investment Partners, LLC | 7,674 | $445.4K | 0.11% | +137+1.8% | Added |
| Legacy Advisors, LLC | 7,675 | $445.5K | 0.07% | −26−0.3% | Reduced |
| Grandview Asset Management LLC | 7,696 | $447.0K | 0.26% | +7,696 | New |
| Advisors Management Group Inc | 7,717 | $448.0K | 0.14% | +1,281+19.9% | Added |
| Peddock Capital Advisors, LLC | 7,776 | $451.3K | 0.15% | +30.0% | Added |
| Horst & Graben Wealth Management LLC | 7,786 | $451.9K | 0.11% | −139−1.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,803 | $452.9K | 0.05% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 7,817 | $453.7K | 0.15% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,818 | $453.7K | 0.21% | −3,369−30.1% | Reduced |
| MTM Financial Group, LLC | 7,823 | $454.0K | 0.38% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,830 | $454.5K | 0.08% | −266−3.3% | Reduced |
| Morningstar Investment Services LLC | 7,849 | $456.0K | 0.01% | +3,660+87.4% | Added |
| Avidian Wealth Solutions, LLC | 7,876 | $457.1K | 0.03% | −688−8.0% | Reduced |
| Corundum Group, Inc. | 7,888 | $457.8K | 0.26% | −953−10.8% | Reduced |
| Summit Asset Management, LLC | 7,898 | $458.4K | 0.12% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7,916 | $459.0K | 0.07% | +523+7.1% | Added |
| Blue Fin Capital, Inc. | 7,920 | $459.7K | 0.13% | −109−1.4% | Reduced |
| Cassia Capital Partners, LLC | 7,931 | $460.3K | 0.38% | +182+2.3% | Added |
| Traynor Capital Management, Inc. | 7,935 | $460.5K | 0.06% | −2,702−25.4% | Reduced |
| Brown Shipley& Co Ltd | 7,935 | $460.6K | 0.25% | −1,226−13.4% | Reduced |
| Millennium Capital Advisors, LLC | 7,967 | $462.4K | 0.39% | −1,099−12.1% | Reduced |
| RB Capital Management, LLC | 7,968 | $462.4K | 0.15% | +18+0.2% | Added |
| Signet Investment Advisory Group, Inc. | 7,972 | $462.7K | 0.31% | +175+2.2% | Added |
| Castle Rock Wealth Management, LLC | 8,173 | $463.1K | 0.16% | +389+5.0% | Added |
| Morse Asset Management, Inc | 8,000 | $464.0K | 0.15% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,996 | $464.1K | 0.05% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 8,021 | $465.6K | 0.14% | +62+0.8% | Added |
| Lyell Wealth Management, LP | 8,033 | $466.2K | 0.06% | −3,150−28.2% | Reduced |
| Advisor OS, LLC | 8,043 | $466.8K | 0.07% | −2,758−25.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,051 | $467.3K | 0.39% | +1,000+14.2% | Added |
| Eagle Bay Advisors LLC | 8,057 | $467.6K | 0.22% | +462+6.1% | Added |
| Lindbrook Capital, LLC | 8,060 | $467.8K | 0.05% | +182+2.3% | Added |
| Tradition Wealth Management, LLC | 8,060 | $468.0K | 0.06% | −471−5.5% | Reduced |
| Grace & White Inc | 8,073 | $468.6K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 8,078 | $468.8K | 0.01% | −299−3.6% | Reduced |
| WNY Asset Management, LLC | 8,103 | $470.3K | 0.09% | +1,047+14.8% | Added |
| Central Bank & Trust Co | 8,106 | $470.5K | 0.08% | +74+0.9% | Added |
| CWA Asset Management Group, LLC | 8,107 | $470.5K | 0.03% | +283+3.6% | Added |
| HBW Advisory Services LLC | 8,123 | $471.0K | 0.10% | −1,338−14.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,149 | $473.0K | 0.46% | 00.0% | Unchanged |
| Puzo Michael J | 8,150 | $473.0K | 0.16% | −100−1.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,164 | $473.9K | 0.17% | +8,164 | New |
| Aureus Asset Management, LLC | 8,166 | $474.0K | 0.04% | −33,087−80.2% | Reduced |
| Miramar Capital, LLC | 8,176 | $474.5K | 0.13% | −1,794−18.0% | Reduced |
| Avantax Planning Partners, Inc. | 8,198 | $475.8K | 0.02% | −347−4.1% | Reduced |
| Patton Albertson Miller Group, LLC | 8,213 | $476.7K | 0.09% | −225−2.7% | Reduced |
| NBC Securities, Inc. | 8,225 | $477.0K | 0.05% | +8,225 | New |
| PDS Planning, Inc | 8,219 | $477.0K | 0.06% | +563+7.4% | Added |
| Drive Wealth Management, LLC | 8,228 | $477.6K | 0.17% | +1,663+25.3% | Added |
| Prairie Sky Financial Group LLC | 8,246 | $478.6K | 0.34% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 8,263 | $479.6K | 0.07% | +6,344+330.6% | Added |
| Wealth Architects, LLC | 8,287 | $481.0K | 0.08% | +275+3.4% | Added |
| HC Advisors, LLC | 8,293 | $481.3K | 0.29% | +265+3.3% | Added |
| Wall Street Access Asset Management, LLC | 8,333 | $483.6K | 0.25% | −500−5.7% | Reduced |
| IVC Wealth Advisors LLC | 8,367 | $485.6K | 0.32% | −624−6.9% | Reduced |
| Visionary Wealth Advisors | 8,369 | $485.7K | 0.04% | −547−6.1% | Reduced |
| ORG Partners LLC | 8,402 | $487.5K | 0.14% | +4,483+114.4% | Added |
| Intrua Financial, LLC | 8,403 | $487.7K | 0.09% | +819+10.8% | Added |
| Hazlett, Burt & Watson, Inc. | 8,443 | $489.0K | 0.36% | +10.0% | Added |
| Bill Few Associates, Inc. | 8,429 | $489.2K | 0.26% | −325−3.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,432 | $489.4K | 0.05% | −1,222−12.7% | Reduced |
| Hyperion Partners, LLC | 8,456 | $490.8K | 0.42% | −39−0.5% | Reduced |
| Trustco Bank Corp N Y | 8,459 | $491.0K | 0.56% | −124−1.4% | Reduced |
| Somerville Kurt F | 8,482 | $492.3K | 0.10% | −900−9.6% | Reduced |
| Cornerstone Capital, Inc. | 8,485 | $492.5K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 8,496 | $493.1K | 0.15% | −93−1.1% | Reduced |
| Day & Ennis, LLC | 8,505 | $493.6K | 0.18% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 8,567 | $497.2K | 0.07% | −229−2.6% | Reduced |
| Bremer Bank National Association | 8,626 | $500.7K | 0.10% | −997−10.4% | Reduced |
| Powell Investment Advisors, LLC | 8,653 | $502.2K | 0.30% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,657 | $502.5K | 0.32% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 8,665 | $503.0K | 0.04% | +8,665 | New |
| Dearborn Partners LLC | 8,673 | $503.4K | 0.02% | −252−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 8,691 | $504.4K | 0.06% | +415+5.0% | Added |
| M&R Capital Management Inc | 8,714 | $505.7K | 0.14% | −2,467−22.1% | Reduced |
| Wellington Shields Capital Management, LLC | 8,744 | $507.5K | 0.07% | +20.0% | Added |
| Shufro Rose & Co LLC | 8,760 | $508.4K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,773 | $509.2K | 0.07% | −843−8.8% | Reduced |
| Commonwealth Financial Services, LLC | 8,813 | $511.5K | 0.15% | +8,813 | New |
| Mendel Money Management | 8,830 | $512.5K | 0.27% | +2,475+38.9% | Added |