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 |
|---|---|---|---|---|---|
| Princeton Capital Management LLC | 8,832 | $512.6K | 0.24% | −2,426−21.5% | Reduced |
| Old Mission Investment Co LLC | 8,838 | $513.0K | 0.20% | +912+11.5% | Added |
| Perritt Capital Management Inc | 8,841 | $513.1K | 0.30% | 00.0% | Unchanged |
| Farmers Trust Co | 8,852 | $513.8K | 0.12% | +150+1.7% | Added |
| McDaniel Terry & Co | 8,915 | $517.0K | 0.05% | +2,000+28.9% | Added |
| Nebula Research & Development LLC | 8,973 | $520.8K | 0.27% | +8,973 | New |
| Selective Wealth Management, Inc. | 9,182 | $520.9K | 0.29% | −1,469−13.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,010 | $522.9K | 0.09% | −2,437−21.3% | Reduced |
| Cottage Street Advisors LLC | 9,052 | $525.4K | 0.38% | +5+0.1% | Added |
| Allred Capital Management, LLC | 9,054 | $525.5K | 0.26% | +26+0.3% | Added |
| FDx Advisors, Inc. | 9,057 | $526.0K | 0.04% | −5,844−39.2% | Reduced |
| Guidance Capital, Inc | 9,195 | $526.1K | 0.24% | +21+0.2% | Added |
| Bellevue Asset Management, LLC | 9,067 | $526.3K | 0.35% | +8+0.1% | Added |
| Wedgewood Investors Inc | 9,072 | $526.5K | 0.71% | +107+1.2% | Added |
| CNB Bank | 9,106 | $528.5K | 0.31% | +317+3.6% | Added |
| Financial Advisory Service, Inc. | 9,110 | $528.8K | 0.06% | −309−3.3% | Reduced |
| Widmann Financial Services, Inc. | 9,116 | $529.1K | 0.53% | +800+9.6% | Added |
| Convergence Investment Partners, LLC | 9,128 | $530.0K | 0.31% | +1,030+12.7% | Added |
| RIA Advisory Group LLC | 9,142 | $530.6K | 0.24% | −675−6.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,144 | $530.7K | 0.07% | +1,007+12.4% | Added |
| Washington Trust Advisors, Inc. | 9,170 | $532.2K | 0.05% | +5+0.1% | Added |
| Lebenthal Global Advisors, LLC | 9,176 | $532.6K | 0.16% | −732−7.4% | Reduced |
| Citizens Business Bank | 9,179 | $532.7K | 0.13% | −255−2.7% | Reduced |
| First Citizens Bank & Trust Co | 9,232 | $535.8K | 0.01% | −1,060−10.3% | Reduced |
| Accurate Wealth Management, LLC | 9,355 | $536.3K | 0.17% | −3,516−27.3% | Reduced |
| Cozad Asset Management Inc | 9,314 | $540.6K | 0.07% | −601−6.1% | Reduced |
| Aspen Investment Management Inc | 9,351 | $542.0K | 0.33% | −266−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,339 | $542.0K | 0.20% | +44+0.5% | Added |
| Crestwood Advisors Group LLC | 9,342 | $542.2K | 0.01% | −386−4.0% | Reduced |
| Kercheville Advisors, LLC | 9,354 | $542.9K | 0.34% | −2,647−22.1% | Reduced |
| One Charles Private Wealth Services, LLC | 9,386 | $544.7K | 0.32% | −450−4.6% | Reduced |
| Stiles Financial Services Inc | 9,438 | $547.8K | 0.28% | +2,951+45.5% | Added |
| Plancorp, LLC | 9,449 | $548.4K | 0.03% | +476+5.3% | Added |
| Oakworth Capital, Inc. | 9,456 | $548.8K | 0.05% | −185−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,488 | $550.7K | 0.05% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 9,490 | $550.8K | 0.11% | +384+4.2% | Added |
| Burns Matteson Capital Management, LLC | 9,500 | $551.4K | 0.35% | +9,500 | New |
| Roof Eidam & Maycock | 9,500 | $551.4K | 0.18% | +1,200+14.5% | Added |
| Gould Asset Management LLC | 9,520 | $552.5K | 0.16% | +1,000+11.7% | Added |
| Sittner & Nelson, LLC | 9,530 | $553.1K | 0.32% | −55−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 9,605 | $557.5K | 0.08% | +175+1.9% | Added |
| Chilton Investment Co LLC | 9,633 | $559.1K | 0.02% | −1,098−10.2% | Reduced |
| Regal Investment Advisors LLC | 9,647 | $559.9K | 0.05% | −292−2.9% | Reduced |
| DMG Group, LLC | 9,664 | $560.9K | 0.57% | −466−4.6% | Reduced |
| Geller Advisors LLC | 9,675 | $561.5K | 0.07% | −1,369−12.4% | Reduced |
| Phillips Wealth Planners LLC | 9,977 | $563.5K | 0.76% | +730+7.9% | Added |
| Lynch & Associates | 9,712 | $563.7K | 0.15% | +1,070+12.4% | Added |
| Krane Funds Advisors LLC | 9,718 | $564.0K | 0.02% | +795+8.9% | Added |
| Congress Wealth Management LLC | 9,761 | $566.5K | 0.01% | −941−8.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,764 | $566.7K | 0.22% | +39+0.4% | Added |
| Sargent Investment Group, LLC | 9,766 | $566.8K | 0.14% | +521+5.6% | Added |
| Dumont & Blake Investment Advisors LLC | 9,777 | $567.0K | 0.19% | −14,352−59.5% | Reduced |
| Ellevest, Inc. | 9,772 | $567.2K | 0.04% | −304−3.0% | Reduced |
| Alphadyne Asset Management LP | 9,788 | $568.1K | 0.27% | +5,100+108.8% | Added |
| Sutton Wealth Advisors Inc. | 9,790 | $568.2K | 0.28% | +84+0.9% | Added |
| TAM Capital Management Inc. | 9,854 | $571.9K | 0.38% | +9,854 | New |
| Lloyd Advisory Services, LLC. | 9,860 | $572.3K | 0.19% | +9,860 | New |
| Norden Group LLC | 9,860 | $572.3K | 0.19% | +9,860 | New |
| Empower Advisory Group, LLC | 9,894 | $574.3K | 0.00% | −1,051−9.6% | Reduced |
| Wolff Financial Management LLC | 9,950 | $577.0K | 0.20% | +9,950 | New |
| Lumina Fund Management LLC | 10,000 | $580.0K | 0.28% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 10,000 | $580.4K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10,019 | $581.5K | 0.67% | −78−0.8% | Reduced |
| Machina Capital S.A.S. | 10,027 | $582.0K | 0.33% | −22,124−68.8% | Reduced |
| KPP Advisory Services LLC | 10,028 | $582.0K | 0.19% | +10,028 | New |
| Cedar Brook Financial Partners, LLC | 10,048 | $583.2K | 0.15% | −253−2.5% | Reduced |
| Occidental Asset Management, LLC | 10,071 | $584.5K | 0.14% | −1,500−13.0% | Reduced |
| L.M. Kohn & Company | 10,077 | $584.9K | 0.21% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10,086 | $585.4K | 0.15% | +887+9.6% | Added |
| Allen Investment Management LLC | 10,095 | $585.9K | 0.01% | +95+1.0% | Added |
| Benin Management CORP | 10,131 | $588.0K | 0.22% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,133 | $588.1K | 0.27% | +835+9.0% | Added |
| LCM Capital Management Inc | 10,141 | $588.6K | 0.48% | +97+1.0% | Added |
| North Star Asset Management Inc | 10,194 | $591.7K | 0.03% | −297−2.8% | Reduced |
| Crescent Sterling, Ltd. | 10,227 | $593.6K | 0.63% | −897−8.1% | Reduced |
| Shayne & Co., LLC | 10,271 | $596.1K | 0.20% | +1,318+14.7% | Added |
| Pettinga Financial Advisors, LLC | 10,293 | $597.4K | 0.18% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 10,300 | $597.8K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 10,300 | $597.8K | 0.17% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10,300 | $598.0K | 0.42% | −6,395−38.3% | Reduced |
| Capital Analysts, LLC | 10,341 | $600.0K | 0.03% | −534−4.9% | Reduced |
| Colonial Trust Co | 10,347 | $600.5K | 0.15% | −300−2.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,350 | $600.7K | 0.68% | +100+1.0% | Added |
| Redwood Wealth Management Group, LLC | 10,381 | $602.5K | 0.70% | −1,135−9.9% | Reduced |
| Nilsine Partners, LLC | 10,432 | $605.5K | 0.09% | −548−5.0% | Reduced |
| Capital Investment Advisory Services, LLC | 10,455 | $606.8K | 0.06% | +92+0.9% | Added |
| Summit Financial Group Inc | 10,480 | $608.3K | 0.26% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10,481 | $608.3K | 0.10% | −1,167−10.0% | Reduced |
| Warren Averett Asset Management, LLC | 10,485 | $608.6K | 0.03% | +1,078+11.5% | Added |
| NorthRock Partners, LLC | 10,506 | $609.8K | 0.06% | +624+6.3% | Added |
| Davis R M Inc | 10,512 | $610.0K | 0.02% | −1,371−11.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,511 | $610.1K | 0.35% | −215−2.0% | Reduced |
| De Burlo Group Inc | 10,520 | $610.6K | 0.11% | −8,430−44.5% | Reduced |
| Principle Wealth Partners LLC | 10,524 | $610.8K | 0.06% | −2,368−18.4% | Reduced |
| WealthShield Partners, LLC | 10,540 | $611.7K | 0.09% | +7+0.1% | Added |
| CWS Financial Advisors, LLC | 10,542 | $611.9K | 0.25% | −504−4.6% | Reduced |
| Essex LLC | 10,552 | $613.6K | 0.17% | −2,238−17.5% | Reduced |
| Round Hill Asset Management | 10,584 | $614.3K | 0.40% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,666 | $619.0K | 0.03% | +187+1.8% | Added |
| Ridgecrest Wealth Partners, LLC | 10,679 | $619.8K | 0.43% | −660−5.8% | Reduced |