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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 10,615 | $545.0K | 0.04% | −500−4.5% | Reduced |
| Norden Group LLC | 10,633 | $545.6K | 0.10% | +773+7.8% | Added |
| FDx Advisors, Inc. | 10,646 | $546.0K | 0.04% | +1,589+17.5% | Added |
| 626 Financial, LLC | 10,665 | $547.2K | 0.36% | −40−0.4% | Reduced |
| Investment Partners Asset Management, Inc. | 10,669 | $547.4K | 0.54% | +10,669 | New |
| Cedar Brook Financial Partners, LLC | 10,917 | $548.3K | 0.12% | +869+8.6% | Added |
| Norway Savings Bank | 10,703 | $549.2K | 0.24% | −45−0.4% | Reduced |
| Penserra Capital Management LLC | 10,791 | $552.0K | 0.01% | −1,639−13.2% | Reduced |
| Cornerstone Advisory, LLC | 10,765 | $552.4K | 0.09% | −3,024−21.9% | Reduced |
| IMS Capital Management | 10,778 | $553.0K | 0.27% | +4,881+82.8% | Added |
| Knuff & Co LLC | 10,798 | $554.0K | 0.20% | −5,345−33.1% | Reduced |
| Symphony Financial, Ltd. Co. | 10,863 | $554.4K | 0.12% | +5,883+118.1% | Added |
| Enterprise Financial Services Corp | 10,809 | $554.6K | 0.34% | −2,390−18.1% | Reduced |
| Diligent Investors, LLC | 10,888 | $558.7K | 0.15% | −232−2.1% | Reduced |
| Lebenthal Global Advisors, LLC | 10,890 | $558.8K | 0.13% | +1,714+18.7% | Added |
| BBR Partners, LLC | 10,909 | $559.7K | 0.06% | −441−3.9% | Reduced |
| Machina Capital S.A.S. | 10,912 | $559.9K | 0.36% | +885+8.8% | Added |
| First PREMIER Bank | 10,915 | $560.0K | 0.16% | −288−2.6% | Reduced |
| Samalin Investment Counsel, LLC | 10,915 | $560.1K | 0.28% | −541−4.7% | Reduced |
| Shepherd Financial Partners LLC | 10,938 | $561.2K | 0.08% | −132−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 10,941 | $561.4K | 0.19% | +252+2.4% | Added |
| Sentry Investment Management LLC | 10,954 | $562.0K | 0.24% | −1,177−9.7% | Reduced |
| Davidson Trust Co | 10,962 | $562.5K | 0.36% | +204+1.9% | Added |
| Asset Dedication, LLC | 11,036 | $563.0K | 0.05% | −7,036−38.9% | Reduced |
| Ifrah Financial Services, Inc. | 10,993 | $564.0K | 0.17% | −477−4.2% | Reduced |
| Evermay Wealth Management LLC | 11,024 | $565.6K | 0.10% | −2,247−16.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,032 | $566.0K | 0.01% | −363−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 11,044 | $566.7K | 0.02% | +559+5.3% | Added |
| Guidance Capital, Inc | 10,754 | $567.4K | 0.23% | +1,559+17.0% | Added |
| Intrua Financial, LLC | 11,080 | $568.5K | 0.09% | +2,677+31.9% | Added |
| Empower Advisory Group, LLC | 11,095 | $569.3K | 0.00% | +1,201+12.1% | Added |
| Coastal Investment Advisors, Inc. | 11,122 | $570.7K | 0.13% | −4,541−29.0% | Reduced |
| Lion Street Advisors, LLC | 11,128 | $571.0K | 0.23% | −678−5.7% | Reduced |
| Biltmore Family Office, LLC | 11,142 | $571.7K | 0.12% | −1,166−9.5% | Reduced |
| Valley National Advisers Inc | 11,158 | $572.0K | 0.09% | −2,271−16.9% | Reduced |
| Papp L Roy & Associates | 11,184 | $573.9K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 11,185 | $573.9K | 0.04% | +450+4.2% | Added |
| First National Bank Sioux Falls | 11,195 | $574.4K | 0.29% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11,196 | $574.5K | 0.17% | +7,812+230.9% | Added |
| First National Advisers, LLC | 11,217 | $575.5K | 0.17% | −7,620−40.5% | Reduced |
| Pictet & Cie (Europe) SA | 11,250 | $577.2K | 0.02% | −600−5.1% | Reduced |
| TCG Advisory Services, LLC | 11,258 | $577.7K | 0.04% | +5,604+99.1% | Added |
| First Nebraska Trust Co | 11,268 | $578.2K | 0.07% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 11,270 | $578.3K | 0.03% | −127−1.1% | Reduced |
| Legacy Private Trust Co. | 11,279 | $578.7K | 0.05% | −905−7.4% | Reduced |
| City State Bank | 11,314 | $581.0K | 0.29% | −3,195−22.0% | Reduced |
| United Community Bank | 11,380 | $583.9K | 0.25% | +10,687+1,542.1% | Added |
| Cape Cod Five Cents Savings Bank | 11,410 | $585.4K | 0.06% | −11,992−51.2% | Reduced |
| 1620 Investment Advisors, Inc. | 528 | $589.4K | 0.65% | −9,491−94.7% | Reduced |
| Farmers National Bank | 11,487 | $589.4K | 0.19% | −201−1.7% | Reduced |
| Hara Capital LLC | 11,527 | $591.5K | 0.42% | +11,527 | New |
| Northeast Investment Management | 11,541 | $592.2K | 0.03% | −720−5.9% | Reduced |
| River & Mercantile Asset Management LLP | 11,546 | $592.3K | 0.11% | −188−1.6% | Reduced |
| Prudent Man Advisors, LLC | 11,550 | $592.6K | 0.22% | −683−5.6% | Reduced |
| Valley Brook Capital Group | 11,575 | $593.9K | 0.52% | −200−1.7% | Reduced |
| Summit Trail Advisors, LLC | 11,626 | $596.5K | 0.02% | −1,765−13.2% | Reduced |
| Barry Investment Advisors, LLC | 11,667 | $598.7K | 0.20% | −118−1.0% | Reduced |
| Entropy Technologies, LP | 11,702 | $600.4K | 0.11% | +11,702 | New |
| American Trust Investment Advisors, LLC | 11,761 | $603.5K | 0.31% | +804+7.3% | Added |
| CapWealth Advisors, LLC | 11,763 | $603.6K | 0.07% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 11,773 | $604.1K | 0.04% | −5,234−30.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,773 | $604.1K | 0.25% | −973−7.6% | Reduced |
| Richard W. Paul & Associates, LLC | 11,791 | $605.0K | 0.25% | +3,973+50.8% | Added |
| New Hampshire Trust | 11,798 | $605.4K | 0.15% | −195−1.6% | Reduced |
| Broderick Brian C | 11,800 | $605.5K | 0.15% | +100+0.9% | Added |
| Alera Investment Advisors, LLC | 11,812 | $606.1K | 0.08% | −1,000−7.8% | Reduced |
| Barrett & Company, Inc. | 11,819 | $606.4K | 0.33% | −44−0.4% | Reduced |
| Crescent Grove Advisors, LLC | 11,825 | $606.7K | 0.07% | +1,095+10.2% | Added |
| Fortem Financial Group, LLC | 11,837 | $607.4K | 0.30% | −1,173−9.0% | Reduced |
| Tompkins Financial Corp | 11,839 | $607.5K | 0.07% | +1,358+13.0% | Added |
| Archford Capital Strategies, LLC | 11,858 | $608.4K | 0.11% | −840−6.6% | Reduced |
| De Burlo Group Inc | 10,520 | $610.6K | 0.11% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 11,904 | $610.8K | 0.48% | +11,904 | New |
| SageView Advisory Group, LLC | 12,369 | $610.9K | 0.03% | −1,920−13.4% | Reduced |
| NBC Securities, Inc. | 11,949 | $613.0K | 0.06% | +3,724+45.3% | Added |
| Eisler Capital (UK) Ltd. | 11,953 | $613.3K | 0.06% | +11,953 | New |
| Xcel Wealth Management, LLC | 11,970 | $614.2K | 0.22% | −3,195−21.1% | Reduced |
| Whalerock Point Partners, LLC | 11,976 | $614.5K | 0.19% | −2,171−15.3% | Reduced |
| Winning Points Advisors, LLC | 11,981 | $614.7K | 0.95% | −500−4.0% | Reduced |
| Everpar Advisors LLC | 11,996 | $615.5K | 0.29% | +11,996 | New |
| Buckingham Strategic Partners | 12,020 | $616.8K | 0.03% | −21,175−63.8% | Reduced |
| Capital Investment Advisory Services, LLC | 12,023 | $616.9K | 0.06% | +1,568+15.0% | Added |
| Centaurus Financial, Inc. | 12,024 | $617.0K | 0.05% | −605−4.8% | Reduced |
| Cidel Asset Management Inc | 12,040 | $617.8K | 0.03% | +12,040 | New |
| Howe & Rusling Inc | 12,066 | $619.1K | 0.07% | −1,598−11.7% | Reduced |
| SOL Capital Management CO | 12,088 | $620.0K | 0.08% | +100+0.8% | Added |
| Advisor Resource Council | 12,195 | $625.7K | 0.07% | +12,195 | New |
| Keebeck Wealth Management, LLC | 12,204 | $626.2K | 0.10% | −4,547−27.1% | Reduced |
| Kapstone Financial Advisors LLC | 12,720 | $631.1K | 0.49% | −415−3.2% | Reduced |
| Formidable Asset Management, LLC | 12,313 | $631.8K | 0.14% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 12,380 | $635.2K | 0.42% | −627−4.8% | Reduced |
| GAMMA Investing LLC | 13,076 | $639.0K | 0.17% | +13,076 | New |
| Visionary Horizons, LLC | 12,522 | $642.5K | 0.52% | +12,522 | New |
| Centennial Bank | 12,530 | $642.9K | 0.38% | +22+0.2% | Added |
| Sanders Morris Harris LLC | 12,457 | $645.0K | 0.32% | −57,657−82.2% | Reduced |
| Redwood Wealth Management Group, LLC | 12,628 | $648.0K | 0.72% | +2,247+21.6% | Added |
| Headlands Technologies LLC | 12,659 | $649.5K | 0.19% | +12,659 | New |
| Bridges Investment Management Inc | 12,729 | $653.1K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 12,729 | $653.1K | 0.02% | +8,740+219.1% | Added |
| Capital Advisors Inc | 12,738 | $653.6K | 0.01% | −145−1.1% | Reduced |