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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 12,742 | $653.8K | 0.19% | −11,015−46.4% | Reduced |
| Patriot Investment Management Inc. | 12,769 | $655.2K | 0.06% | −382−2.9% | Reduced |
| Boston Financial Mangement LLC | 12,785 | $656.0K | 0.02% | −421−3.2% | Reduced |
| Spears Abacus Advisors LLC | 12,830 | $658.3K | 0.05% | −344−2.6% | Reduced |
| Apexium Financial, LP | 12,838 | $658.7K | 0.05% | +4,842+60.6% | Added |
| Clarius Group, LLC | 12,865 | $660.1K | 0.05% | −3,293−20.4% | Reduced |
| Nichols & Pratt Advisers LLP | 12,895 | $661.6K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 12,904 | $662.1K | 0.31% | −26,034−66.9% | Reduced |
| Alphadyne Asset Management LP | 12,921 | $663.0K | 0.66% | +3,133+32.0% | Added |
| Montecito Bank & Trust | 12,924 | $663.1K | 0.14% | −6,308−32.8% | Reduced |
| Arete Wealth Advisors, LLC | 13,034 | $668.8K | 0.05% | +435+3.5% | Added |
| Union Savings Bank | 13,035 | $668.8K | 0.38% | +167+1.3% | Added |
| Morningstar Investment Services LLC | 13,100 | $671.0K | 0.00% | +5,251+66.9% | Added |
| Retirement Planning Co of New England, Inc. | 13,098 | $672.0K | 0.30% | +922+7.6% | Added |
| Private Wealth Partners, LLC | 13,110 | $672.7K | 0.06% | −197−1.5% | Reduced |
| Compass Wealth Management LLC | 13,122 | $673.3K | 0.19% | −10,931−45.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 13,140 | $674.0K | 0.58% | +467+3.7% | Added |
| Beacon Investment Advisory Services, Inc. | 13,187 | $676.6K | 0.03% | −7,983−37.7% | Reduced |
| Atwood & Palmer Inc | 13,202 | $677.4K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 13,215 | $678.1K | 0.01% | −3,367−20.3% | Reduced |
| Sovereign Financial Group, Inc. | 13,216 | $678.1K | 0.21% | −950−6.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,218 | $678.2K | 0.08% | −4,292−24.5% | Reduced |
| First Financial Bank - Trust Division | 13,301 | $682.5K | 0.07% | −137−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 13,325 | $683.7K | 0.01% | −1,592−10.7% | Reduced |
| Balentine LLC | 13,362 | $685.6K | 0.02% | −2,431−15.4% | Reduced |
| WCG Wealth Advisors LLC | 13,376 | $686.0K | 0.05% | −379−2.8% | Reduced |
| Coastline Trust Co | 13,387 | $686.9K | 0.09% | −1,510−10.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,393 | $687.2K | 0.02% | −60.0% | Reduced |
| Insigneo Advisory Services, LLC | 13,409 | $688.0K | 0.10% | +13,409 | New |
| Syon Capital LLC | 13,425 | $688.8K | 0.07% | +6,573+95.9% | Added |
| Beacon Financial Advisory LLC | 13,446 | $689.9K | 0.33% | −109−0.8% | Reduced |
| Dorchester Wealth Management Co | 13,475 | $691.4K | 0.13% | −119−0.9% | Reduced |
| Notis-McConarty Edward | 13,510 | $693.2K | 0.28% | −6,915−33.9% | Reduced |
| MQS Management LLC | 13,533 | $694.4K | 0.39% | −479−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 13,548 | $695.1K | 0.16% | −2,080−13.3% | Reduced |
| St. Clair Advisors, LLC | 13,560 | $695.8K | 0.24% | −10,573−43.8% | Reduced |
| Vectors Research Management, LLC | 13,430 | $696.0K | 0.20% | −46−0.3% | Reduced |
| Gold Investment Management Ltd. | 13,579 | $696.7K | 0.30% | +13,579 | New |
| Versor Investments LP | 13,600 | $697.8K | 0.14% | +1,870+15.9% | Added |
| LVM Capital Management Ltd | 13,700 | $703.0K | 0.09% | −200−1.4% | Reduced |
| Little House Capital LLC | 13,723 | $704.2K | 0.26% | −1,475−9.7% | Reduced |
| TRUE Private Wealth Advisors | 13,758 | $705.9K | 0.09% | −48,125−77.8% | Reduced |
| Graypoint LLC | 13,775 | $706.8K | 0.06% | +1,848+15.5% | Added |
| Triumph Capital Management | 13,787 | $707.4K | 0.30% | +8,605+166.1% | Added |
| StoneX Group Inc. | 13,792 | $707.7K | 0.07% | −12,044−46.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,838 | $710.0K | 0.02% | −4,951−26.4% | Reduced |
| Waldron Private Wealth LLC | 13,851 | $710.7K | 0.03% | −3,995−22.4% | Reduced |
| Sax Wealth Advisors, LLC | 13,855 | $710.9K | 0.12% | +275+2.0% | Added |
| Confluence Wealth Services, Inc. | 13,878 | $712.1K | 0.08% | −7,056−33.7% | Reduced |
| Ironwood Financial, llc | 13,973 | $717.0K | 0.17% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14,041 | $720.4K | 0.17% | +3,955+39.2% | Added |
| Grandfield & Dodd, LLC | 14,140 | $725.6K | 0.05% | +91+0.6% | Added |
| Capstone Financial Advisors, Inc. | 14,208 | $729.0K | 0.05% | −56−0.4% | Reduced |
| Sawgrass Asset Management LLC | 14,208 | $729.0K | 0.08% | +50+0.4% | Added |
| Proequities, Inc. | 14,229 | $730.1K | 0.05% | −27,326−65.8% | Reduced |
| First United Bank Trust | 14,264 | $731.9K | 0.29% | −7,272−33.8% | Reduced |
| NorthRock Partners, LLC | 14,287 | $733.1K | 0.03% | +3,781+36.0% | Added |
| Cohen Capital Management, Inc. | 14,390 | $738.4K | 0.14% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 14,435 | $740.7K | 0.15% | −3,065−17.5% | Reduced |
| Dividend Assets Capital, LLC | 14,444 | $741.0K | 0.15% | −1,001−6.5% | Reduced |
| Cornerstone Wealth Management, LLC | 14,444 | $741.1K | 0.06% | −1,285−8.2% | Reduced |
| Stiles Financial Services Inc | 14,449 | $741.4K | 0.34% | +5,011+53.1% | Added |
| Aptus Capital Advisors, LLC | 14,453 | $741.6K | 0.02% | −43,854−75.2% | Reduced |
| Burney Co | 14,463 | $742.1K | 0.03% | −10,703−42.5% | Reduced |
| KRS Capital Management, LLC | 14,469 | $742.4K | 0.69% | −1,106−7.1% | Reduced |
| Schnieders Capital Management LLC | 14,473 | $742.6K | 0.16% | −1,235−7.9% | Reduced |
| Bank Ozk | 14,510 | $744.5K | 0.36% | −1,686−10.4% | Reduced |
| Quadrant Capital Group LLC | 14,526 | $745.3K | 0.06% | −2,545−14.9% | Reduced |
| Numerai GP LLC | 14,544 | $746.3K | 0.26% | +14,544 | New |
| United Bank | 14,552 | $746.7K | 0.41% | +510+3.6% | Added |
| Zuckerman Investment Group, LLC | 14,560 | $747.1K | 0.10% | +360+2.5% | Added |
| Lake Street Advisors Group, LLC | 14,607 | $749.5K | 0.04% | +1,264+9.5% | Added |
| HCR Wealth Advisors | 14,618 | $750.1K | 0.12% | +1,405+10.6% | Added |
| Western Wealth Management, LLC | 14,622 | $750.2K | 0.05% | −3,258−18.2% | Reduced |
| ProVise Management Group, LLC | 14,622 | $750.3K | 0.06% | −347−2.3% | Reduced |
| Sutton Place Investors LLC | 14,624 | $750.4K | 0.54% | +14,624 | New |
| GPS Wealth Strategies Group, LLC | 14,645 | $751.5K | 0.14% | −1,113−7.1% | Reduced |
| Veriti Management LLC | 14,671 | $752.8K | 0.07% | −3,371−18.7% | Reduced |
| Field & Main Bank | 14,682 | $753.3K | 0.32% | −1,045−6.6% | Reduced |
| Sierra Summit Advisors LLC | 14,719 | $755.2K | 0.22% | +14,719 | New |
| Orleans Capital Management Corp | 14,721 | $755.3K | 0.51% | −16,222−52.4% | Reduced |
| Richwood Investment Advisors, LLC | 14,770 | $757.8K | 0.71% | −486−3.2% | Reduced |
| Counterweight Ventures, LLC | 14,771 | $757.9K | 0.69% | +14,771 | New |
| Abn Amro Investment Solutions | 14,780 | $758.4K | 0.01% | +797+5.7% | Added |
| CSS LLC | 14,800 | $759.4K | 0.06% | −5,000−25.3% | Reduced |
| Saybrook Capital | 14,863 | $763.0K | 0.21% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 14,877 | $763.4K | 0.38% | −622−4.0% | Reduced |
| Options Solutions, LLC | 14,909 | $765.0K | 0.81% | +1,805+13.8% | Added |
| Boston Trust Walden Corp | 14,916 | $765.3K | 0.01% | −342−2.2% | Reduced |
| Athena Investment Management | 14,920 | $765.5K | 0.50% | −194−1.3% | Reduced |
| Capital Wealth Planning, LLC | 14,940 | $766.6K | 0.01% | −5,379−26.5% | Reduced |
| Accredited Investors Inc. | 14,951 | $767.1K | 0.05% | +34+0.2% | Added |
| Court Place Advisors, LLC | 14,953 | $767.2K | 0.25% | −3,339−18.3% | Reduced |
| High Net Worth Advisory Group LLC | 14,991 | $769.2K | 0.29% | −3,920−20.7% | Reduced |
| Black Maple Capital Management LP | 15,000 | $769.6K | 0.71% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 15,042 | $771.8K | 0.02% | −191−1.3% | Reduced |
| Demars Financial Group, LLC | 15,051 | $772.3K | 0.41% | −62,519−80.6% | Reduced |
| Broadwater Capital Management LLC | 15,220 | $780.9K | 0.61% | +15,220 | New |
| Benchmark Financial Wealth Advisors, LLC | 15,244 | $782.2K | 0.34% | −745−4.7% | Reduced |
| Lake Street Financial LLC | 15,250 | $782.5K | 0.12% | −1,188−7.2% | Reduced |