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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, Q4 2023

Institutional positions in Bristol Myers Squibb Co as of Dec 31, 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
2,368
+14 vs. Q3 2023
Shares held
1.55B
−17.0M (−1.1%) vs. Q3 2023
Total value
$79.5B
−$11.5B (−12.6%) vs. Q3 2023
New holders
254
670 more added
Sold out
240
1,212 more reduced

40 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 2,368 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ4 2023: $79.5B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2023.

Institutions holding BMY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wiser Advisor Group LLC1$520.00%+1New
Spartan Planning & Wealth Management3$1540.00%00.0%Unchanged
Level Financial Advisors, Inc.7$3590.00%00.0%Unchanged
Lowe Wealth Advisors, LLC10$5130.00%00.0%Unchanged
REAP Financial Group, LLC11$5530.00%+11New
Planned Solutions, Inc.11$5640.00%+11New
Game Plan Financial Advisors, LLC30$1.54K0.00%+30New
Perkins Coie Trust Co32$1.64K0.00%−205−86.5%Reduced
WestEnd Advisors, LLC32$1.64K0.00%+2+6.7%Added
Pin Oak Investment Advisors Inc44$2.00K0.00%00.0%Unchanged
New Millennium Group LLC41$2.10K0.00%−97−70.3%Reduced
Tfo-TDC, LLC42$2.15K0.00%00.0%Unchanged
LM Advisors LLC44$2.26K0.00%+44New
ClariVest Asset Management LLC45$2.31K0.00%−224,842−100.0%Reduced
Mine & Arao Wealth Creation & Management, LLC.45$2.31K0.00%00.0%Unchanged
Y.D. More Investments Ltd49$2.51K0.00%+49New
Costello Asset Management, INC50$2.57K0.00%00.0%Unchanged
Sofos Investments, Inc.53$2.60K0.00%−322−85.9%Reduced
WealthCollab, LLC51$2.62K0.00%+51New
PayPay Securities Corp55$2.83K0.14%+11+25.0%Added
Ulland Investment Advisors, LLC60$3.00K0.00%−255−81.0%Reduced
Winch Advisory Services, LLC69$3.56K0.00%−259−79.0%Reduced
Heck Capital Advisors, LLC70$3.59K0.00%−2,485−97.3%Reduced
Aspect Partners, LLC72$3.69K0.00%+72New
Rocky Mountain Advisers, LLC75$3.85K0.00%−500−87.0%Reduced
Iron Horse Wealth Management, LLC78$4.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.87$4.21K0.00%+2+2.4%Added
Annis Gardner Whiting Capital Advisors, LLC90$4.64K0.00%−1,353−93.8%Reduced
Greenwood Gearhart Inc92$4.72K0.00%+92New
Trifecta Capital Advisors, LLC94$4.82K0.00%−34,751−99.7%Reduced
VitalStone Financial, LLC98$5.00K0.00%−409−80.7%Reduced
Benjamin Edwards Inc96$5.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc100$5.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC100$5.13K0.00%00.0%Unchanged
Mendota Financial Group, LLC100$5.13K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna100$5.13K0.00%00.0%Unchanged
NewSquare Capital LLC103$5.29K0.00%−417−80.2%Reduced
Oliver Lagore Vanvalin Investment Group106$5.42K0.00%+1+1.0%Added
Kozak & Associates, Inc.110$5.52K0.00%+1+0.9%Added
Frank, Rimerman Advisors LLC112$5.75K0.00%+112New
Kelly Financial Services LLC113$5.79K0.00%−55−32.7%Reduced
Creekmur Asset Management LLC113$5.82K0.00%+113New
Valued Wealth Advisors LLC104$6.04K0.01%+104New
Financial Avengers, Inc.125$6.40K0.00%+2+1.6%Added
McGlone Suttner Wealth Management, Inc.126$6.47K0.00%+126New
Financial Freedom, LLC129$6.61K0.00%+1+0.8%Added
BBJS Financial Advisors, LLC132$6.76K0.00%+2+1.5%Added
Long Island Wealth Management, Inc.130$7.00K0.00%+130New
Readystate Asset Management LP139$7.13K0.00%+139New
Tucker Asset Management LLC141$7.24K0.00%−5−3.4%Reduced
Highline Wealth Partners LLC150$7.70K0.00%+110+275.0%Added
Winthrop Capital Management, LLC152$7.80K0.00%+152New
Optiver Holding B.V.157$8.06K0.00%+157New
Insight Financial Services167$8.57K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.168$8.62K0.00%+168New
Spectrum Wealth Counsel, LLC180$9.24K0.00%+180New
Annapolis Financial Services, LLC186$9.54K0.00%−2,900−94.0%Reduced
Vima LLC190$9.75K0.02%+190New
Ogorek Anthony Joseph196$10.0K0.00%+196New
Acima Private Wealth, LLC200$10.3K0.00%−104−34.2%Reduced
Maryland Capital Advisors Inc.200$10.3K0.01%00.0%Unchanged
Global Wealth Strategies & Associates200$10.3K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC200$10.3K0.01%00.0%Unchanged
Syntax Research, Inc.200$10.3K0.01%+200New
Distillate Capital Partners LLC209$10.7K2.33%00.0%Unchanged
Pineridge Advisors LLC213$10.9K0.00%+213New
Dunhill Financial, LLC217$11.2K0.01%+217New
Ables, Iannone, Moore & Associates, Inc.225$11.5K0.01%+225New
Dogwood Wealth Management LLC228$11.7K0.01%+228New
Retirement Group, LLC229$11.8K0.00%+37+19.3%Added
Miller Wealth Advisors, LLC251$12.9K0.01%+2+0.8%Added
Cape Investment Advisory, Inc.271$13.9K0.01%+7+2.7%Added
Financial Management Professionals, Inc.271$14.0K0.00%−3,322−92.5%Reduced
Bromfield Sneider Wealth Advisors278$14.3K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners283$14.5K0.00%+283New
Live Oak Investment Partners–$14.6K0.01%––
True Wealth Design, LLC295$15.1K0.00%+262+793.9%Added
Hollencrest Capital Management305$15.7K0.00%−24−7.3%Reduced
Life Planning Partners, Inc329$16.9K0.02%+329New
Western Pacific Wealth Management, LP330$16.9K0.01%−568−63.3%Reduced
Kiely Wealth Advisory Group, Inc.344$17.1K0.01%+344New
IAG Wealth Partners, LLC335$17.2K0.00%00.0%Unchanged
JCIC Asset Management Inc.340$17.4K0.01%−600−63.8%Reduced
RE Dickinson Investment Advisors, LLC350$18.0K0.01%−75−17.6%Reduced
VisionPoint Advisory Group, LLC359$18.4K0.01%−378−51.3%Reduced
Centerpoint Advisors, LLC375$19.0K0.01%−43−10.3%Reduced
Global Wealth Management Investment Advisory, Inc.385$19.8K0.01%+108+39.0%Added
Kessler Investment Group, LLC400$20.5K0.01%00.0%Unchanged
Northwest Capital Management Inc400$20.5K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC405$20.8K0.02%+405New
Ofi Invest Asset Management448$20.8K0.00%−16−3.4%Reduced
Godsey & Gibb Associates425$21.8K0.00%−300−41.4%Reduced
First Community Trust NA461$23.7K0.03%−400−46.5%Reduced
MeadowBrook Investment Advisors LLC465$23.9K0.02%+465New
Keener Financial Planning LLC468$24.0K0.02%+468New
Cedar Wealth Management, LLC474$24.3K0.01%00.0%Unchanged
PFS Partners, LLC484$24.8K0.02%00.0%Unchanged
Tanaka Capital Management Inc486$25.0K0.06%00.0%Unchanged
First Personal Financial Services495$25.4K0.01%00.0%Unchanged
Clear Investment Research, LLC500$25.7K0.04%00.0%Unchanged