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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 22,123 | $1.14M | 0.53% | +1,086+5.2% | Added |
| Manchester Capital Management LLC | 22,148 | $1.14M | 0.15% | −2,633−10.6% | Reduced |
| Berkeley Capital Partners, LLC | 22,197 | $1.14M | 0.38% | −1,432−6.1% | Reduced |
| Hedges Asset Management LLC | 22,200 | $1.14M | 0.89% | +5,050+29.4% | Added |
| Principal Securities, Inc. | 22,201 | $1.14M | 0.04% | +22,201 | New |
| Insight Inv LLC | 22,241 | $1.14M | 1.12% | −555−2.4% | Reduced |
| AlphaCore Capital LLC | 22,248 | $1.14M | 0.17% | −5,257−19.1% | Reduced |
| Harvest Investment Advisors, LLC | 22,259 | $1.14M | 0.92% | +798+3.7% | Added |
| LVW Advisors, LLC | 22,343 | $1.15M | 0.21% | −15,973−41.7% | Reduced |
| ARS Investment Partners, LLC | 22,350 | $1.15M | 0.13% | −1,525−6.4% | Reduced |
| Nicolet Bankshares Inc | 22,352 | $1.15M | 0.31% | +522+2.4% | Added |
| Marathon Trading Investment Management LLC | 22,373 | $1.15M | 0.22% | +22,373 | New |
| Stonebridge Capital Management Inc | 22,565 | $1.16M | 0.56% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 22,596 | $1.16M | 0.22% | −10,649−32.0% | Reduced |
| Sigma Planning Corp | 22,610 | $1.16M | 0.09% | −43,690−65.9% | Reduced |
| Ti-Trust, Inc | 22,637 | $1.16M | 1.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 22,672 | $1.16M | 0.05% | −3,853−14.5% | Reduced |
| Matrix Trust Co | 22,713 | $1.17M | 0.27% | −642−2.7% | Reduced |
| Hilltop Holdings Inc. | 22,746 | $1.17M | 0.13% | −10,037−30.6% | Reduced |
| Cobblestone Capital Advisors LLC | 22,907 | $1.18M | 0.08% | +3,997+21.1% | Added |
| St Germain D J Co Inc | 22,938 | $1.18M | 0.06% | +168+0.7% | Added |
| Schulhoff & Co Inc | 22,954 | $1.18M | 0.56% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 23,025 | $1.18M | 0.14% | +5,279+29.7% | Added |
| Duff & Phelps Investment Management Co | 23,093 | $1.18M | 0.01% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 23,094 | $1.19M | 0.08% | −2,039−8.1% | Reduced |
| Thoroughbred Financial Services, LLC | 23,095 | $1.19M | 0.10% | +1,065+4.8% | Added |
| Hancock Whitney Corp | 23,190 | $1.19M | 0.04% | −3,990−14.7% | Reduced |
| Highlander Capital Management, LLC | 23,309 | $1.20M | 0.43% | +1,160+5.2% | Added |
| White Pine Capital LLC | 23,345 | $1.20M | 0.46% | −6,322−21.3% | Reduced |
| Rehmann Capital Advisory Group | 23,527 | $1.21M | 0.10% | +46+0.2% | Added |
| Quantitative Investment Management, LLC | 23,614 | $1.21M | 0.07% | +23,614 | New |
| Horizon Investments, LLC | 24,034 | $1.22M | 0.03% | −27,927−53.7% | Reduced |
| King Luther Capital Management Corp | 23,816 | $1.22M | 0.01% | −6,522−21.5% | Reduced |
| Harbour Investments, Inc. | 23,816 | $1.22M | 0.05% | −2,452−9.3% | Reduced |
| Aries Wealth Management | 23,845 | $1.22M | 0.44% | −2,037−7.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 23,856 | $1.22M | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 23,863 | $1.22M | 0.06% | +23,863 | New |
| Cobblestone Asset Management LLC | 23,866 | $1.22M | 0.90% | +11,644+95.3% | Added |
| Atom Investors LP | 23,921 | $1.23M | 0.22% | +23,921 | New |
| Poplar Forest Capital LLC | 23,989 | $1.23M | 0.18% | 00.0% | Unchanged |
| First Manhattan Co | 24,258 | $1.24M | 0.00% | −6,359−20.8% | Reduced |
| Eads & Heald Wealth Management | 24,286 | $1.25M | 0.60% | −2,346−8.8% | Reduced |
| Trust Asset Management LLC | 24,521 | $1.26M | 0.12% | 00.0% | Unchanged |
| Berkshire Bank | 24,558 | $1.26M | 0.33% | −1,916−7.2% | Reduced |
| Hohimer Wealth Management, LLC | 24,562 | $1.26M | 0.32% | −20,225−45.2% | Reduced |
| Howland Capital Management LLC | 24,565 | $1.26M | 0.07% | −749−3.0% | Reduced |
| Bell Bank | 24,570 | $1.26M | 0.12% | +985+4.2% | Added |
| CAPROCK Group, Inc. | 24,635 | $1.26M | 0.08% | −4,452−15.3% | Reduced |
| Humankind Investments LLC | 24,646 | $1.26M | 0.38% | +4,403+21.8% | Added |
| Capital City Trust Co | 24,715 | $1.27M | 0.38% | −1,233−4.8% | Reduced |
| Thomasville National Bank | 24,800 | $1.27M | 0.11% | +20.0% | Added |
| Guardian Investment Management | 24,825 | $1.27M | 1.08% | −11,043−30.8% | Reduced |
| Longfellow Investment Management Co LLC | 24,869 | $1.28M | 0.31% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 24,880 | $1.28M | 0.67% | −2,930−10.5% | Reduced |
| Shelton Wealth Management, LLC | 24,928 | $1.28M | 0.91% | −24−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.28M | 0.45% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 25,094 | $1.29M | 0.39% | −225−0.9% | Reduced |
| Telemus Capital, LLC | 25,110 | $1.29M | 0.11% | −547−2.1% | Reduced |
| Alhambra Investment Partners LLC | 25,123 | $1.29M | 0.76% | −388−1.5% | Reduced |
| Sky Investment Group LLC | 25,142 | $1.29M | 0.27% | +580+2.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 25,201 | $1.29M | 0.79% | −1,890−7.0% | Reduced |
| AXS Investments LLC | 25,298 | $1.30M | 0.31% | +5,088+25.2% | Added |
| Concord Asset Management, LLC | 25,353 | $1.30M | 0.38% | +9,738+62.4% | Added |
| Birchbrook, Inc. | 25,385 | $1.30M | 0.86% | +25,385 | New |
| CWA Asset Management Group, LLC | 25,439 | $1.31M | 0.09% | +17,332+213.8% | Added |
| First City Capital Management, Inc. | 25,561 | $1.31M | 0.76% | −614−2.3% | Reduced |
| Group One Trading, L.P. | 25,676 | $1.32M | 0.04% | −22,723−46.9% | Reduced |
| Mather Group, LLC. | 25,721 | $1.32M | 0.02% | +1,696+7.1% | Added |
| Lazari Capital Management, Inc. | 25,756 | $1.32M | 0.76% | −570−2.2% | Reduced |
| Connectus Wealth, LLC | 25,779 | $1.32M | 0.03% | +4,791+22.8% | Added |
| Leavell Investment Management, Inc. | 25,914 | $1.33M | 0.08% | −2,010−7.2% | Reduced |
| Caxton Associates LP | 25,939 | $1.33M | 0.07% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 25,983 | $1.33M | 0.70% | −2,000−7.1% | Reduced |
| Sumitomo Life Insurance Co | 26,071 | $1.34M | 0.04% | −1,370−5.0% | Reduced |
| Platform Technology Partners | 26,906 | $1.34M | 0.52% | +2,908+12.1% | Added |
| Stolper Co | 26,127 | $1.34M | 0.54% | −565−2.1% | Reduced |
| Wolverine Trading, LLC | 26,162 | $1.34M | 0.01% | −66,410−71.7% | Reduced |
| YHB Investment Advisors, Inc. | 26,168 | $1.34M | 0.13% | −518−1.9% | Reduced |
| Wealth Alliance | 26,224 | $1.35M | 0.19% | −911−3.4% | Reduced |
| International Assets Investment Management, LLC | 26,290 | $1.35M | 0.17% | +3,684+16.3% | Added |
| Marshall Financial Group LLC | 26,313 | $1.35M | 0.44% | +26,313 | New |
| Lakewood Asset Management LLC | 26,349 | $1.35M | 1.05% | −5,765−18.0% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.35M | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 26,392 | $1.35M | 0.08% | −3,527−11.8% | Reduced |
| KMG Fiduciary Partners, LLC | 26,412 | $1.36M | 0.16% | −4,767−15.3% | Reduced |
| Boston Family Office LLC | 26,533 | $1.36M | 0.10% | −2,868−9.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 26,561 | $1.36M | 0.35% | +1,270+5.0% | Added |
| GYL Financial Synergies, LLC | 26,565 | $1.36M | 0.11% | −1,984−6.9% | Reduced |
| Greenfield Savings Bank | 26,658 | $1.37M | 0.79% | +237+0.9% | Added |
| Altfest L J & Co Inc | 26,681 | $1.37M | 0.20% | −3,468−11.5% | Reduced |
| Webster Bank, N. A. | 26,744 | $1.37M | 0.17% | −224−0.8% | Reduced |
| Auxier Asset Management | 26,774 | $1.37M | 0.22% | −2,049−7.1% | Reduced |
| Nemes Rush Group LLC | 26,775 | $1.37M | 0.22% | −702−2.6% | Reduced |
| Park National Corp | 26,865 | $1.38M | 0.06% | −4,682−14.8% | Reduced |
| Coombe, Bender & Co LLC | 26,879 | $1.38M | 0.86% | −2,242−7.7% | Reduced |
| Independent Investors Inc | 26,938 | $1.38M | 0.32% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 26,951 | $1.38M | 0.51% | +4,640+20.8% | Added |
| Slagle Financial, LLC | 53,924 | $1.39M | 0.80% | +27,774+106.2% | Added |
| BKD Wealth Advisors, LLC | 27,085 | $1.39M | 0.04% | −1,172−4.1% | Reduced |
| Mitchell Sinkler & Starr | 27,142 | $1.39M | 0.25% | +12,137+80.9% | Added |