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, 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 15,126 | $783.4K | 0.11% | −2,225−12.8% | Reduced |
| Providence Wealth Advisors, LLC | 5,923 | $784.4K | 0.93% | −21,194−78.2% | Reduced |
| Meritage Portfolio Management | 15,294 | $785.0K | 0.05% | −53,868−77.9% | Reduced |
| Schechter Investment Advisors, LLC | 15,304 | $785.2K | 0.07% | −11,351−42.6% | Reduced |
| Cim Investment Mangement Inc | 15,315 | $785.8K | 0.25% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 15,388 | $790.0K | 0.30% | −1,700−9.9% | Reduced |
| First County Bank | 15,456 | $793.0K | 0.38% | −533−3.3% | Reduced |
| Washington Trust Co | 15,460 | $793.3K | 0.03% | +894+6.1% | Added |
| Checchi Capital Advisers, LLC | 15,489 | $794.8K | 0.06% | −8,668−35.9% | Reduced |
| Community Bank of Raymore | 15,515 | $796.1K | 0.35% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 15,521 | $796.4K | 0.22% | +131+0.9% | Added |
| Estabrook Capital Management | 15,595 | $800.2K | 0.13% | −52−0.3% | Reduced |
| DFPG Investments, LLC | 15,328 | $801.6K | 0.06% | −204−1.3% | Reduced |
| Bailard, Inc. | 15,649 | $802.9K | 0.02% | −162,366−91.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 15,654 | $803.2K | 0.39% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 16,162 | $803.3K | 0.16% | −4,033−20.0% | Reduced |
| Ritholtz Wealth Management | 15,665 | $803.7K | 0.03% | +720+4.8% | Added |
| Calamos Wealth Management LLC | 15,842 | $812.9K | 0.05% | −2,804−15.0% | Reduced |
| Indiana Trust & Investment Management CO | 15,844 | $813.0K | 0.37% | −290−1.8% | Reduced |
| Midland Wealth Advisors LLC | 15,850 | $813.3K | 0.06% | +15,850 | New |
| Chicago Partners Investment Group LLC | 16,213 | $814.5K | 0.04% | +138+0.9% | Added |
| NCM Capital Management, LLC | 15,922 | $817.0K | 0.50% | +700+4.6% | Added |
| Cutler Group LP | 15,984 | $820.0K | 0.11% | +15,675+5,072.8% | Added |
| Jones Financial Companies LLLP | 16,005 | $821.2K | 0.00% | −107−0.7% | Reduced |
| CCM Investment Advisers LLC | 16,009 | $821.5K | 0.10% | −179,014−91.8% | Reduced |
| Portside Wealth Group, LLC | 16,063 | $824.2K | 0.15% | +853+5.6% | Added |
| Mystic Asset Management, Inc. | 16,070 | $824.5K | 0.39% | +394+2.5% | Added |
| OmniStar Financial Group, Inc. | 16,092 | $825.7K | 1.04% | −5,981−27.1% | Reduced |
| Coastwise Capital Group, LLC | 16,104 | $826.3K | 0.84% | −6,668−29.3% | Reduced |
| Alterity Financial Group, LLC | 16,106 | $826.4K | 1.18% | −124−0.8% | Reduced |
| MSH Capital Advisors LLC | 16,113 | $826.8K | 0.31% | −1,232−7.1% | Reduced |
| PFG Investments, LLC | 16,143 | $828.3K | 0.15% | +2,638+19.5% | Added |
| Chicago Capital, LLC | 16,295 | $836.1K | 0.03% | −11,495−41.4% | Reduced |
| Fruth Investment Management | 16,330 | $837.0K | 0.23% | +180+1.1% | Added |
| Hengehold Capital Management LLC | 16,329 | $837.8K | 0.10% | +150+0.9% | Added |
| AMG National Trust Bank | 16,345 | $838.7K | 0.03% | −3,340−17.0% | Reduced |
| Headinvest, LLC | 16,352 | $839.0K | 0.17% | −1,711−9.5% | Reduced |
| Pavion Blue Capital, LLC | 16,376 | $840.3K | 0.46% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 16,406 | $842.0K | 0.10% | +377+2.4% | Added |
| Essex Savings Bank | 16,519 | $847.6K | 0.25% | −4,878−22.8% | Reduced |
| Buckley Wealth Management, LLC | 16,602 | $851.8K | 0.30% | −9,696−36.9% | Reduced |
| Ronald Blue Trust, Inc. | 14,689 | $852.0K | 0.01% | −438−2.9% | Reduced |
| Zacks Investment Management | 16,630 | $853.3K | 0.01% | −231,103−93.3% | Reduced |
| Perkins Capital Management Inc | 16,641 | $854.0K | 0.73% | +1,000+6.4% | Added |
| Spirit of America Management Corp | 16,650 | $854.3K | 0.19% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 16,673 | $855.5K | 0.31% | +15,082+948.0% | Added |
| Park Edge Advisors, LLC | 16,703 | $857.0K | 0.30% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 16,792 | $861.6K | 0.09% | −647−3.7% | Reduced |
| Ategra Capital Management, LLC | 16,842 | $864.2K | 0.39% | −3,363−16.6% | Reduced |
| Covenant Asset Management, LLC | 16,842 | $864.2K | 0.24% | −7,641−31.2% | Reduced |
| Quadcap Wealth Management, LLC | 16,845 | $864.3K | 0.22% | +16,845 | New |
| First Financial Corp | 16,871 | $865.6K | 0.44% | −10.0% | Reduced |
| Roman Butler Fullerton & Co | 17,429 | $866.2K | 0.34% | −1,652−8.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 16,900 | $867.0K | 0.09% | −46−0.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,922 | $868.3K | 0.40% | +2,402+16.5% | Added |
| Spire Wealth Management | 17,409 | $872.3K | 0.03% | −1,753−9.1% | Reduced |
| Optimum Investment Advisors | 17,011 | $872.8K | 0.44% | −2,398−12.4% | Reduced |
| Parkside Financial Bank & Trust | 17,017 | $873.2K | 0.16% | −1,476−8.0% | Reduced |
| Empire Financial Management Company, LLC | 17,026 | $873.6K | 0.34% | −12,819−43.0% | Reduced |
| InterOcean Capital Group, LLC | 17,096 | $877.2K | 0.02% | +353+2.1% | Added |
| Fiduciary Family Office, LLC | 17,183 | $881.7K | 0.39% | +17,183 | New |
| Financial Advocates Investment Management | 17,184 | $881.7K | 0.06% | +1,576+10.1% | Added |
| Alaethes Wealth LLC | 17,192 | $882.1K | 0.42% | −615−3.5% | Reduced |
| Seelaus Asset Management LLC | 17,211 | $883.1K | 0.86% | −1,650−8.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 17,377 | $891.6K | 0.15% | −1,377−7.3% | Reduced |
| DT Investment Partners, LLC | 18,070 | $892.5K | 0.10% | −595−3.2% | Reduced |
| Brighton Jones LLC | 17,466 | $896.2K | 0.04% | −8,408−32.5% | Reduced |
| Fayez Sarofim & Co | 18,055 | $899.3K | 0.00% | −908−4.8% | Reduced |
| RMB Capital Management, LLC | 17,528 | $899.3K | 0.03% | +1,051+6.4% | Added |
| Bank of Hawaii | 17,552 | $900.6K | 0.05% | −509−2.8% | Reduced |
| Van Cleef Asset Management,Inc | 17,576 | $901.8K | 0.13% | +3,299+23.1% | Added |
| Arden Trust Co | 17,581 | $902.1K | 0.13% | −658−3.6% | Reduced |
| Retirement Guys Formula LLC | 17,585 | $902.3K | 0.48% | +3,131+21.7% | Added |
| Trust Point Inc. | 17,609 | $903.5K | 0.07% | +17,609 | New |
| Fundamentun, LLC | 17,641 | $905.2K | 0.11% | −1,309−6.9% | Reduced |
| Van Strum & Towne Inc. | 17,642 | $905.2K | 0.35% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,683 | $907.3K | 0.42% | −750−4.1% | Reduced |
| Chicago Trust Co NA | 17,725 | $909.5K | 0.20% | −6,439−26.6% | Reduced |
| Cetera Trust Company, N.A | 17,767 | $911.6K | 0.57% | +17,767 | New |
| Change Path, LLC | 17,827 | $915.0K | 0.06% | +4,592+34.7% | Added |
| Garrison Point Advisors, LLC | 17,870 | $916.9K | 0.65% | −406−2.2% | Reduced |
| Aull & Monroe Investment Management Corp | 17,921 | $919.5K | 0.45% | −800−4.3% | Reduced |
| Campbell Newman Asset Management Inc | 17,957 | $921.4K | 0.08% | −14,869−45.3% | Reduced |
| Delta Financial Advisors LLC | 17,988 | $922.9K | 0.40% | −11,231−38.4% | Reduced |
| First Command Advisory Services, Inc. | 18,003 | $923.7K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,016 | $924.4K | 0.04% | +1,064+6.3% | Added |
| Moneta Group Investment Advisors LLC | 18,035 | $925.4K | 0.02% | −2,663−12.9% | Reduced |
| Granite Investment Partners, LLC | 18,041 | $925.7K | 0.04% | −3,200−15.1% | Reduced |
| Atlas Brown,Inc. | 18,064 | $926.8K | 0.38% | −246−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 18,093 | $928.4K | 0.13% | −13,639−43.0% | Reduced |
| Brevan Howard Capital Management LP | 18,098 | $928.6K | 0.09% | +1,245+7.4% | Added |
| Baldwin Investment Management, LLC | 18,129 | $930.2K | 0.15% | −15,185−45.6% | Reduced |
| Harbor Investment Advisory, LLC | 18,224 | $935.1K | 0.11% | −7,280−28.5% | Reduced |
| Clear Harbor Asset Management, LLC | 18,238 | $935.8K | 0.09% | +297+1.7% | Added |
| Affinity Investment Advisors, LLC | 18,265 | $937.2K | 0.64% | −2,140−10.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 18,269 | $937.4K | 0.26% | −1,950−9.6% | Reduced |
| Transatlantique Private Wealth LLC | 18,285 | $938.2K | 0.44% | −1,088−5.6% | Reduced |
| Sentry LLC | 18,315 | $939.7K | 0.20% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 18,320 | $940.0K | 0.08% | −17,382−48.7% | Reduced |
| Chapin Davis, Inc. | 18,385 | $943.3K | 0.40% | +214+1.2% | Added |