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; 2,529 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
- −62 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
- 180
- 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 308,812 | $17.9M | 0.93% | −1,006−0.3% | Reduced |
| Mutual of America Capital Management LLC | 307,298 | $17.8M | 0.22% | −10,403−3.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 305,445 | $17.7M | 1.15% | −23,161−7.0% | Reduced |
| Wesbanco Bank Inc | 303,645 | $17.6M | 0.77% | −9,462−3.0% | Reduced |
| Cannell Peter B & Co Inc | 299,390 | $17.4M | 0.59% | −11,075−3.6% | Reduced |
| Systematic Alpha Investments, LLC | 296,292 | $17.2M | 0.86% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 295,061 | $17.1M | 0.32% | +2,773+0.9% | Added |
| Capital Investment Advisors, LLC | 281,846 | $16.4M | 0.45% | +7,629+2.8% | Added |
| Yousif Capital Management, LLC | 280,930 | $16.3M | 0.21% | −11,451−3.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 280,850 | $16.3M | 0.56% | +1,923+0.7% | Added |
| Loews Corp | 280,000 | $16.3M | 0.16% | +65,000+30.2% | Added |
| Impax Asset Management Group plc | 278,066 | $16.1M | 0.07% | −7,511−2.6% | Reduced |
| Private Advisor Group, LLC | 277,983 | $16.1M | 0.14% | −8,206−2.9% | Reduced |
| Regions Financial Corp | 275,659 | $16.0M | 0.14% | −30,078−9.8% | Reduced |
| Man Group plc | – | $15.4M | 0.05% | – | – |
| Circle Wealth Management, LLC | 265,301 | $15.4M | 0.38% | +265,301 | New |
| Kornitzer Capital Management Inc | 264,259 | $15.3M | 0.32% | −315−0.1% | Reduced |
| Telos Capital Management, Inc. | 260,504 | $15.1M | 2.10% | +5,483+2.2% | Added |
| Davidson Investment Advisors | 257,945 | $15.0M | 0.95% | +5,965+2.4% | Added |
| Xponance, Inc. | 257,439 | $14.9M | 0.20% | +3,231+1.3% | Added |
| AE Wealth Management LLC | 256,564 | $14.9M | 0.09% | +46,937+22.4% | Added |
| Arnhold LLC | 255,270 | $14.8M | 1.77% | +23,535+10.2% | Added |
| Capstone Investment Advisors, LLC | 255,112 | $14.8M | 0.39% | +81,437+46.9% | Added |
| SG Americas Securities, LLC | 252,247 | $14.6M | 0.20% | −588,473−70.0% | Reduced |
| Nissay Asset Management Corp | 251,611 | $14.6M | 0.13% | +6,124+2.5% | Added |
| Thrivent Financial for Lutherans | 251,542 | $14.6M | 0.03% | −60,360−19.4% | Reduced |
| Cna Financial Corp | 250,000 | $14.5M | 8.14% | +65,000+35.1% | Added |
| First National Trust Co | 249,802 | $14.5M | 0.69% | −67,816−21.4% | Reduced |
| Terril Brothers, Inc. | 248,919 | $14.4M | 7.00% | −6,098−2.4% | Reduced |
| Zacks Investment Management | 247,733 | $14.4M | 0.19% | −869,640−77.8% | Reduced |
| Cantor Fitzgerald, L. P. | 245,520 | $14.3M | 0.38% | −10,364−4.1% | Reduced |
| Brown Advisory Inc | 241,505 | $14.0M | 0.02% | −2,133−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 240,893 | $14.0M | 0.47% | +8,451+3.6% | Added |
| Nepsis, Inc. | 238,076 | $13.8M | 4.23% | +30,192+14.5% | Added |
| Woodline Partners LP | 237,480 | $13.8M | 0.16% | +37,280+18.6% | Added |
| Cetera Advisor Networks LLC | 237,024 | $13.8M | 0.09% | +346+0.1% | Added |
| ING Groep NV | 234,519 | $13.6M | 0.12% | −1,505,836−86.5% | Reduced |
| Crossmark Global Holdings, Inc. | 240,794 | $13.6M | 0.31% | −8,343−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 229,303 | $13.3M | 0.21% | +2,537+1.1% | Added |
| Osher Van de Voorde Investment Management | 229,183 | $13.3M | 3.33% | +7,845+3.5% | Added |
| Aristotle Atlantic Partners, LLC | 226,267 | $13.1M | 0.53% | −5,491−2.4% | Reduced |
| ClariVest Asset Management LLC | 224,887 | $13.1M | 0.71% | −15,661−6.5% | Reduced |
| Busey Wealth Management | 224,740 | $13.0M | 0.56% | +584+0.3% | Added |
| Rafferty Asset Management, LLC | 224,040 | $13.0M | 0.08% | +15,770+7.6% | Added |
| Walleye Capital LLC | 223,808 | $13.0M | 0.19% | +223,808 | New |
| Public Sector Pension Investment Board | 223,779 | $13.0M | 0.10% | +22,610+11.2% | Added |
| Northwestern Mutual Wealth Management Co | 219,886 | $12.8M | 0.02% | +9,568+4.5% | Added |
| Dana Investment Advisors, Inc. | 219,835 | $12.8M | 0.65% | −146,978−40.1% | Reduced |
| Huntington National Bank | 218,252 | $12.7M | 0.13% | −11,710−5.1% | Reduced |
| Hyman Charles D | 217,669 | $12.6M | 0.82% | −300−0.1% | Reduced |
| Prudential PLC | 216,819 | $12.6M | 0.15% | −3,977−1.8% | Reduced |
| CIBC World Markets Inc. | 216,769 | $12.6M | 0.05% | −26,557−10.9% | Reduced |
| HM Payson & Co | 216,263 | $12.6M | 0.29% | −651,425−75.1% | Reduced |
| Capital Management Corp | 215,606 | $12.5M | 2.83% | −1,952−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 214,860 | $12.5M | 1.87% | −480.0% | Reduced |
| CIBC Private Wealth Group, LLC | 214,457 | $12.4M | 0.03% | −76,350−26.3% | Reduced |
| Capital International Ltd | 213,143 | $12.4M | 0.71% | +7,349+3.6% | Added |
| Colony Group LLC | 212,434 | $12.3M | 0.19% | −622−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 210,773 | $12.2M | 0.18% | −96,878−31.5% | Reduced |
| Bank of Nova Scotia | 208,970 | $12.1M | 0.03% | +25,153+13.7% | Added |
| Oppenheimer & Co Inc | 207,584 | $12.0M | 0.25% | −24,621−10.6% | Reduced |
| Community Bank, N.A. | 207,438 | $12.0M | 1.69% | +857+0.4% | Added |
| Gotham Asset Management, LLC | 207,405 | $12.0M | 0.25% | +52,110+33.6% | Added |
| Tamar Securities, LLC | 206,651 | $12.0M | 2.89% | +32,368+18.6% | Added |
| Stratos Wealth Partners, LTD. | 206,017 | $12.0M | 0.26% | +3,916+1.9% | Added |
| Central Trust Co | 203,148 | $11.8M | 0.34% | −13,348−6.2% | Reduced |
| UniSuper Management Pty Ltd | 202,620 | $11.8M | 0.14% | −3,709−1.8% | Reduced |
| Evergreen Capital Management LLC | 201,760 | $11.7M | 0.51% | +7,207+3.7% | Added |
| Skylands Capital, LLC | 196,900 | $11.4M | 1.73% | +14,850+8.2% | Added |
| Atria Wealth Solutions, Inc. | 195,139 | $11.3M | 0.16% | −7,563−3.7% | Reduced |
| GWM Advisors LLC | 195,053 | $11.3M | 0.12% | −34,229−14.9% | Reduced |
| CCM Investment Advisers LLC | 195,023 | $11.3M | 1.56% | +4,698+2.5% | Added |
| North Growth Management Ltd. | 195,000 | $11.3M | 2.50% | −25,000−11.4% | Reduced |
| Gulf International Bank (UK) Ltd | 192,343 | $11.2M | 0.32% | −20,363−9.6% | Reduced |
| Fiduciary Trust Co | 191,951 | $11.1M | 0.20% | −1,389−0.7% | Reduced |
| Kestra Advisory Services, LLC | 191,481 | $11.1M | 0.11% | −41,484−17.8% | Reduced |
| British Columbia Investment Management Corp | 191,026 | $11.1M | 0.11% | +980+0.5% | Added |
| Associated Banc-Corp | 189,239 | $11.0M | 0.43% | +909+0.5% | Added |
| National Asset Management, Inc. | 185,863 | $10.8M | 0.29% | −261,399−58.4% | Reduced |
| Bourne Lent Asset Management Inc | 184,991 | $10.7M | 4.73% | −21,362−10.4% | Reduced |
| Pathstone Family Office, LLC | 181,425 | $10.6M | 0.08% | +126,810+232.2% | Added |
| Simplex Trading, LLC | 182,593 | $10.6M | 0.39% | +93,234+104.3% | Added |
| Daiwa Securities Group Inc. | 178,365 | $10.4M | 0.07% | +7,438+4.4% | Added |
| Stonebridge Capital Advisors LLC | 178,196 | $10.3M | 1.14% | +7,726+4.5% | Added |
| Ziegler Capital Management, LLC | 178,079 | $10.3M | 0.41% | −19,905−10.1% | Reduced |
| Bailard, Inc. | 178,015 | $10.3M | 0.34% | +640+0.4% | Added |
| South Dakota Investment Council | 177,975 | $10.3M | 0.24% | +35,858+25.2% | Added |
| Stack Financial Management, Inc | 176,827 | $10.3M | 1.20% | +2,314+1.3% | Added |
| Elo Mutual Pension Insurance Co | 175,833 | $10.2M | 0.31% | +3,133+1.8% | Added |
| Ethic Inc. | 175,685 | $10.2M | 0.36% | +38,792+28.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 174,520 | $10.1M | 2.18% | −4,344−2.4% | Reduced |
| Element Capital Management LLC | 173,924 | $10.1M | 0.90% | −103,578−37.3% | Reduced |
| Strategic Global Advisors, LLC | 172,466 | $10.0M | 1.67% | −8,529−4.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $9.98M | 0.13% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 171,714 | $9.97M | 0.01% | +171,714 | New |
| Summit Global Investments | 171,250 | $9.94M | 0.66% | −90,096−34.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 170,520 | $9.90M | 0.32% | +10,804+6.8% | Added |
| Old National Bancorp | 169,543 | $9.84M | 0.28% | −3,884−2.2% | Reduced |
| Kentucky Retirement Systems | 169,435 | $9.83M | 0.34% | +522+0.3% | Added |
| Vestcor Inc | 168,760 | $9.79M | 0.36% | −1,674−1.0% | Reduced |