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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 165,313 | $9.59M | 0.18% | −23,329−12.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 162,051 | $9.41M | 0.38% | +2,090+1.3% | Added |
| Belpointe Asset Management LLC | 161,957 | $9.40M | 0.97% | −267−0.2% | Reduced |
| Maryland State Retirement & Pension System | 161,922 | $9.40M | 0.22% | +1,321+0.8% | Added |
| Te Ahumairangi Investment Management Ltd | 161,392 | $9.37M | 1.52% | +1,470+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 160,836 | $9.33M | 0.32% | −3,573−2.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 160,188 | $9.30M | 0.02% | +160,188 | New |
| Scotia Capital Inc. | 159,253 | $9.24M | 0.07% | −2,719−1.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 158,454 | $9.20M | 0.15% | 00.0% | Unchanged |
| Bollard Group LLC | 157,209 | $9.12M | 0.34% | −11,063−6.6% | Reduced |
| Gradient Investments LLC | 157,016 | $9.11M | 0.24% | −214,571−57.7% | Reduced |
| Stock Yards Bank & Trust Co | 155,986 | $9.05M | 0.35% | −172,254−52.5% | Reduced |
| Trexquant Investment LP | 154,943 | $8.99M | 0.23% | −222,379−58.9% | Reduced |
| Neville Rodie & Shaw Inc | 154,553 | $8.97M | 0.80% | −1,912−1.2% | Reduced |
| Ci Investments Inc. | 153,666 | $8.92M | 0.05% | −4,492−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 153,623 | $8.92M | 0.35% | −468−0.3% | Reduced |
| F&V Capital Management, LLC | 153,603 | $8.91M | 3.06% | −1,865−1.2% | Reduced |
| Financial Counselors Inc | 152,231 | $8.84M | 0.18% | +294+0.2% | Added |
| Welch & Forbes LLC | 150,632 | $8.74M | 0.14% | −9,562−6.0% | Reduced |
| Partners Capital Investment Group, LLP | 150,355 | $8.73M | 0.21% | −3,371−2.2% | Reduced |
| Securian Asset Management, Inc | 149,917 | $8.70M | 0.26% | −26,441−15.0% | Reduced |
| Heritage Investors Management Corp | 147,349 | $8.55M | 0.36% | −6,430−4.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 146,926 | $8.53M | 0.15% | +4,209+2.9% | Added |
| First National Bank of Omaha | 146,582 | $8.51M | 0.55% | −9,210−5.9% | Reduced |
| Forbes J M & Co LLP | 144,903 | $8.41M | 1.09% | +781+0.5% | Added |
| Atria Investments LLC | 144,563 | $8.39M | 0.15% | −15,716−9.8% | Reduced |
| Socorro Asset Management LP | 144,519 | $8.39M | 3.92% | +12,291+9.3% | Added |
| Erste Asset Management GmbH | 144,144 | $8.38M | 0.14% | −47,051−24.6% | Reduced |
| Hartford Investment Management Co | 143,621 | $8.34M | 0.33% | −4,915−3.3% | Reduced |
| Wealthfront Advisers LLC | 143,057 | $8.30M | 0.04% | −47,216−24.8% | Reduced |
| Northern Oak Wealth Management Inc | 142,236 | $8.26M | 1.03% | −710.0% | Reduced |
| Investment Management Corp of Ontario | 141,761 | $8.23M | 0.32% | −7,208−4.8% | Reduced |
| Advisors Capital Management, LLC | 141,350 | $8.20M | 0.21% | +6,024+4.5% | Added |
| Cullinan Associates Inc | 140,369 | $8.15M | 0.47% | +5,986+4.5% | Added |
| Assetmark, Inc | 140,355 | $8.15M | 0.03% | +12,846+10.1% | Added |
| Tufton Capital Management | 140,336 | $8.15M | 1.82% | −2,518−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 139,811 | $8.11M | 0.26% | +12,121+9.5% | Added |
| Goelzer Investment Management, Inc. | 139,342 | $8.09M | 0.57% | −4,839−3.4% | Reduced |
| Cetera Investment Advisers | 139,048 | $8.07M | 0.07% | −26,605−16.1% | Reduced |
| Baader Bank INC | 139,064 | $8.07M | 0.73% | +188+0.1% | Added |
| Tiaa Trust, National Association | 138,227 | $8.02M | 0.03% | +138,227 | New |
| Umb Bank N A | 137,656 | $7.99M | 0.13% | −5,271−3.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 137,135 | $7.96M | 0.12% | +430.0% | Added |
| Eagle Asset Management Inc | 136,917 | $7.95M | 0.05% | −756−0.5% | Reduced |
| Cornerstone Advisors, LLC | 135,500 | $7.86M | 0.37% | −54,900−28.8% | Reduced |
| Rockland Trust Co | 134,986 | $7.83M | 0.47% | +3,052+2.3% | Added |
| Shelton Capital Management | 134,806 | $7.82M | 0.29% | −2,198−1.6% | Reduced |
| Claret Asset Management Corp | 134,225 | $7.79M | 1.53% | +1,323+1.0% | Added |
| Aaron Wealth Advisors | 134,081 | $7.78M | 1.00% | +31,622+30.9% | Added |
| California First Leasing Corp | 132,800 | $7.71M | 4.46% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 132,055 | $7.66M | 1.59% | −1,414−1.1% | Reduced |
| Azimuth Capital Investment Management LLC | 130,362 | $7.57M | 0.37% | +1,240+1.0% | Added |
| Jefferies Financial Group Inc. | 129,916 | $7.54M | 0.19% | +102,023+365.8% | Added |
| Muhlenkamp & Co Inc | 129,732 | $7.53M | 2.60% | +163+0.1% | Added |
| Louisiana State Employees Retirement System | 129,400 | $7.51M | 0.17% | −600−0.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 128,318 | $7.45M | 2.05% | +64,597+101.4% | Added |
| Johnson Investment Counsel Inc | 127,714 | $7.41M | 0.10% | +852+0.7% | Added |
| Raymond James Trust N.A. | 127,099 | $7.38M | 0.22% | −2,736−2.1% | Reduced |
| American Assets Investment Management, LLC | 127,000 | $7.37M | 0.82% | 00.0% | Unchanged |
| Jacobs & Co | 126,407 | $7.34M | 0.91% | +278+0.2% | Added |
| LMCG Investments, LLC | 126,092 | $7.32M | 0.49% | −5,141−3.9% | Reduced |
| Parsons Capital Management Inc | 125,682 | $7.29M | 0.58% | −3,611−2.8% | Reduced |
| Biondo Investment Advisors, LLC | 125,640 | $7.29M | 1.37% | +6,523+5.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 124,844 | $7.25M | 0.33% | +6,727+5.7% | Added |
| Transcend Wealth Collective, LLC | 123,714 | $7.18M | 0.70% | −1,980−1.6% | Reduced |
| Gamco Investors, Inc. Et Al | 122,939 | $7.14M | 0.08% | −1,781−1.4% | Reduced |
| Edgar Lomax Co | 121,547 | $7.05M | 0.48% | −4,475−3.6% | Reduced |
| Putnam Investments LLC | 120,912 | $7.02M | 0.01% | −296,462−71.0% | Reduced |
| Marathon Capital Management | 120,727 | $7.01M | 1.76% | +1,185+1.0% | Added |
| Banque Cantonale Vaudoise | 120,708 | $7.00M | 0.35% | −5,771−4.6% | Reduced |
| Canal Insurance CO | 120,000 | $6.96M | 2.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 119,816 | $6.95M | 0.61% | +1,234+1.0% | Added |
| Quantinno Capital Management LP | 118,956 | $6.90M | 0.31% | +23,998+25.3% | Added |
| Sandy Spring Bank | 118,938 | $6.90M | 0.38% | −534−0.4% | Reduced |
| Meridian Wealth Management, LLC | 118,698 | $6.89M | 0.42% | +55,046+86.5% | Added |
| Martin Investment Management, LLC | 118,599 | $6.88M | 2.06% | −5,454−4.4% | Reduced |
| Sit Investment Associates Inc | 117,290 | $6.81M | 0.19% | −32,385−21.6% | Reduced |
| Cetera Advisors LLC | 116,188 | $6.74M | 0.11% | −4,599−3.8% | Reduced |
| Keystone Financial Planning, Inc. | 115,429 | $6.70M | 2.34% | +115,429 | New |
| Annex Advisory Services, LLC | 115,237 | $6.69M | 0.40% | +510+0.4% | Added |
| Westpac Banking Corp | 115,171 | $6.68M | 0.50% | +236+0.2% | Added |
| Callodine Capital Management, LP | 115,000 | $6.67M | 1.86% | −5,000−4.2% | Reduced |
| Bokf, NA | 128,246 | $6.61M | 0.15% | −25,483−16.6% | Reduced |
| Engineers Gate Manager LP | 113,692 | $6.60M | 0.24% | +84,348+287.4% | Added |
| WealthTrust Axiom LLC | 113,324 | $6.58M | 2.37% | −2,389−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 113,212 | $6.57M | 0.05% | +140.0% | Added |
| Clearbridge Investments, LLC | 112,446 | $6.53M | 0.01% | +459+0.4% | Added |
| Romano Brothers and Company | 112,265 | $6.52M | 1.01% | −4,247−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,872 | $6.49M | 0.10% | +15,569+16.2% | Added |
| ARS Wealth Advisors Group, LLC | 111,570 | $6.48M | 1.06% | −1,421−1.3% | Reduced |
| Lido Advisors, LLC | 111,391 | $6.47M | 0.07% | −67,009−37.6% | Reduced |
| GAM Holding AG | 110,450 | $6.41M | 0.47% | +330.0% | Added |
| Arcadia Investment Management Corp | 109,910 | $6.38M | 1.35% | +1,053+1.0% | Added |
| Glenview Trust Co | 109,894 | $6.38M | 0.18% | +447+0.4% | Added |
| New Mexico Educational Retirement Board | 109,334 | $6.35M | 0.27% | +6,000+5.8% | Added |
| Stephens Inc | 108,925 | $6.32M | 0.12% | −411−0.4% | Reduced |
| Grassi Investment Management | 108,560 | $6.30M | 0.72% | 00.0% | Unchanged |
| Whittier Trust Co | 108,216 | $6.28M | 0.11% | −550−0.5% | Reduced |
| Advisory Services Network, LLC | 108,170 | $6.28M | 0.17% | −24,162−18.3% | Reduced |
| Griffin Asset Management, Inc. | 107,863 | $6.26M | 0.89% | −6,745−5.9% | Reduced |