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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 18,437 | $946.0K | 0.11% | +600+3.4% | Added |
| Partnership Wealth Management, LLC | 19,362 | $946.2K | 0.71% | +19,362 | New |
| Woodmont Investment Counsel LLC | 18,605 | $954.6K | 0.09% | −5,445−22.6% | Reduced |
| Quest Partners LLC | 18,738 | $961.4K | 0.20% | +18,738 | New |
| Spinnaker Trust | 18,741 | $961.6K | 0.07% | −23,191−55.3% | Reduced |
| Archer Investment Corp | 18,762 | $962.7K | 0.31% | −314−1.6% | Reduced |
| Beech Hill Advisors, Inc. | 18,827 | $966.0K | 0.47% | −400−2.1% | Reduced |
| Claro Advisors LLC | 18,856 | $967.5K | 0.21% | −3,153−14.3% | Reduced |
| City Holding Co | 18,865 | $967.9K | 0.16% | −1,878−9.1% | Reduced |
| Letson Investment Management, Inc. | 18,896 | $969.6K | 0.45% | +18,896 | New |
| Nwam LLC | 18,896 | $969.6K | 0.08% | +921+5.1% | Added |
| BigSur Wealth Management LLC | 18,900 | $969.8K | 0.46% | +700+3.8% | Added |
| Adalta Capital Management LLC | 18,927 | $971.1K | 0.59% | −165−0.9% | Reduced |
| Azzad Asset Management Inc | 18,953 | $972.5K | 0.12% | +168+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,982 | $973.9K | 0.26% | −203−1.1% | Reduced |
| Pitcairn Co | 19,122 | $981.1K | 0.07% | −9,895−34.1% | Reduced |
| Roundview Capital LLC | 19,154 | $982.8K | 0.09% | −9,341−32.8% | Reduced |
| Global Retirement Partners, LLC | 19,716 | $985.8K | 0.04% | +40.0% | Added |
| Citizens & Northern Corp | 19,230 | $986.7K | 0.35% | −882−4.4% | Reduced |
| Montag A & Associates Inc | 19,241 | $987.3K | 0.06% | −1,555−7.5% | Reduced |
| Dakota Wealth Management | 19,259 | $988.2K | 0.04% | −4,561−19.1% | Reduced |
| Perpetual Ltd | 19,300 | $990.3K | 0.01% | −9,372−32.7% | Reduced |
| Cipher Capital LP | 19,311 | $990.8K | 0.32% | +13,315+222.1% | Added |
| Palisade Asset Management, LLC | 19,338 | $992.2K | 0.11% | −2,348−10.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19,425 | $996.7K | 0.37% | +1,200+6.6% | Added |
| Wealthsource Partners, LLC | 19,428 | $996.9K | 0.06% | −2,161−10.0% | Reduced |
| Cooper Financial Group | 19,457 | $998.4K | 0.18% | +489+2.6% | Added |
| Benedetti & Gucer, Inc. | 19,462 | $998.6K | 0.52% | −3,020−13.4% | Reduced |
| Pflug Koory, LLC | 19,464 | $998.7K | 0.53% | −305−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 18,965 | $1.00M | 0.20% | +522+2.8% | Added |
| Allegheny Financial Group LTD | 19,522 | $1.00M | 0.32% | +797+4.3% | Added |
| Neumann Capital Management, LLC | 19,643 | $1.01M | 0.40% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 19,675 | $1.01M | 0.56% | −796−3.9% | Reduced |
| Acropolis Investment Management, LLC | 19,698 | $1.01M | 0.07% | +2,384+13.8% | Added |
| Raab & Moskowitz Asset Management LLC | 19,696 | $1.01M | 0.32% | −1,402−6.6% | Reduced |
| Ramirez Asset Management, Inc. | 19,714 | $1.01M | 0.21% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 19,718 | $1.01M | 0.08% | −21,013−51.6% | Reduced |
| W Advisors, LLC | 19,737 | $1.01M | 0.75% | +141+0.7% | Added |
| Dominguez Wealth Management Solutions, Inc. | 19,809 | $1.02M | 0.84% | −10,414−34.5% | Reduced |
| United Bank | 19,818 | $1.02M | 0.13% | −5,029−20.2% | Reduced |
| Taylor Frigon Capital Management LLC | 19,859 | $1.02M | 0.51% | −109−0.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 19,867 | $1.02M | 0.28% | −2,522−11.3% | Reduced |
| Meeder Advisory Services, Inc. | 19,893 | $1.02M | 0.12% | −2,265−10.2% | Reduced |
| Chesapeake Wealth Management | 19,904 | $1.02M | 0.39% | −817−3.9% | Reduced |
| Beaton Management Co. Inc. | 19,924 | $1.02M | 0.61% | −134−0.7% | Reduced |
| Wendell David Associates Inc | 19,952 | $1.02M | 0.11% | +853+4.5% | Added |
| Investment House LLC | 19,995 | $1.03M | 0.07% | −4,868−19.6% | Reduced |
| Merit Financial Group, LLC | 20,024 | $1.03M | 0.03% | −25,473−56.0% | Reduced |
| Keating Investment Counselors Inc | 20,037 | $1.03M | 0.37% | −100−0.5% | Reduced |
| Monetary Management Group Inc | 20,125 | $1.03M | 0.32% | −3,650−15.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,202 | $1.04M | 0.20% | −11,576−36.4% | Reduced |
| ZWJ Investment Counsel Inc | 20,228 | $1.04M | 0.05% | −170−0.8% | Reduced |
| First American Bank | 20,246 | $1.04M | 0.09% | −4,128−16.9% | Reduced |
| Paragon Capital Management LLC | 20,278 | $1.04M | 0.59% | −22,830−53.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,305 | $1.04M | 0.26% | −290−1.4% | Reduced |
| Mission Wealth Management, LP | 20,456 | $1.05M | 0.03% | −466−2.2% | Reduced |
| Symmetry Investments LP | 20,537 | $1.05M | 0.19% | +20,537 | New |
| Forza Wealth Management, LLC | 20,544 | $1.05M | 0.58% | −2,150−9.5% | Reduced |
| Simplify Asset Management Inc. | 20,547 | $1.05M | 0.16% | +20,547 | New |
| Congress Wealth Management LLC | 20,552 | $1.05M | 0.02% | +10,791+110.6% | Added |
| 9258 Wealth Management, LLC | 20,556 | $1.05M | 0.19% | −1,495−6.8% | Reduced |
| Beaumont Financial Advisors, LLC | 20,607 | $1.06M | 0.10% | −4,238−17.1% | Reduced |
| Opes Wealth Management LLC | 20,617 | $1.06M | 0.25% | −123−0.6% | Reduced |
| Pingora Partners LLC | 20,684 | $1.06M | 0.94% | +20,684 | New |
| Prestige Wealth Management Group LLC | 20,686 | $1.06M | 0.24% | +806+4.1% | Added |
| Oxford Asset Management LLP | 20,713 | $1.06M | 1.61% | +20,713 | New |
| Sterling Investment Management, Inc. | 20,778 | $1.07M | 0.78% | −410−1.9% | Reduced |
| Qtron Investments LLC | 20,783 | $1.07M | 0.17% | +7,484+56.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 20,803 | $1.07M | 0.04% | +20,803 | New |
| Independent Financial Group, LLC | 20,888 | $1.07M | 0.06% | −904−4.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,910 | $1.07M | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 21,047 | $1.08M | 0.06% | −1,271−5.7% | Reduced |
| Waters Parkerson & Co., LLC | 20,985 | $1.08M | 0.06% | +2,039+10.8% | Added |
| Main Street Research LLC | 20,997 | $1.08M | 0.09% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 21,026 | $1.08M | 0.28% | −4,803−18.6% | Reduced |
| Curbstone Financial Management Corp | 21,100 | $1.08M | 0.25% | −36−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 21,118 | $1.08M | 0.33% | +730+3.6% | Added |
| Personal Cfo Solutions, LLC | 21,198 | $1.09M | 0.19% | +7,006+49.4% | Added |
| Stonebrook Private Inc. | 21,212 | $1.09M | 0.36% | +21,212 | New |
| Lederer & Associates Investment Counsel | 21,255 | $1.09M | 0.81% | −12,609−37.2% | Reduced |
| J. W. Coons Advisors, LLC | 21,320 | $1.09M | 0.30% | −1,000−4.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,369 | $1.10M | 1.07% | −7,291−25.4% | Reduced |
| Kensington Investment Counsel, LLC | 21,468 | $1.10M | 0.58% | −3,689−14.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 21,501 | $1.10M | 0.13% | −3,880−15.3% | Reduced |
| Anchor Investment Management, LLC | 21,651 | $1.11M | 0.13% | −628−2.8% | Reduced |
| South Street Advisors LLC | 21,770 | $1.12M | 0.21% | −1,315−5.7% | Reduced |
| Cigna Investments Inc | 21,781 | $1.12M | 0.23% | −683−3.0% | Reduced |
| We Are One Seven, LLC | 21,812 | $1.12M | 0.06% | −1,769−7.5% | Reduced |
| Joel Isaacson & Co., LLC | 21,857 | $1.12M | 0.07% | +28+0.1% | Added |
| Intrust Bank NA | 21,920 | $1.12M | 0.13% | −1,611−6.8% | Reduced |
| Baxter Bros Inc | 21,956 | $1.13M | 0.16% | −8,919−28.9% | Reduced |
| Morningstar Investment Management LLC | 21,955 | $1.13M | 0.13% | +14,606+198.7% | Added |
| CMT Capital Markets Trading GmbH | 21,992 | $1.13M | 0.79% | −39,951−64.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,978 | $1.13M | 0.58% | +1,633+8.0% | Added |
| Spotlight Asset Group, Inc. | 19,450 | $1.13M | 1.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 22,052 | $1.13M | 0.05% | −730−3.2% | Reduced |
| AlphaMark Advisors, LLC | 22,091 | $1.13M | 0.43% | −1,089−4.7% | Reduced |
| Chatham Capital Group, Inc. | 22,095 | $1.13M | 0.23% | −93−0.4% | Reduced |
| Symmetry Partners, LLC | 22,145 | $1.13M | 0.06% | +3,117+16.4% | Added |
| Coldstream Capital Management Inc | 22,123 | $1.14M | 0.03% | −6,370−22.4% | Reduced |