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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 27,176 | $1.39M | 0.52% | +15,371+130.2% | Added |
| Lecap Asset Management Ltd | 27,179 | $1.39M | 0.51% | +27,179 | New |
| Meridian Management Co | 28,124 | $1.40M | 0.40% | +253+0.9% | Added |
| KG&L Capital Management,LLC | 27,303 | $1.40M | 0.59% | +5,718+26.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 27,548 | $1.41M | 0.64% | −639−2.3% | Reduced |
| Bender Robert & Associates | 27,692 | $1.42M | 0.36% | −50.0% | Reduced |
| Citizens Financial Group Inc | 27,693 | $1.42M | 0.05% | +1,646+6.3% | Added |
| Citizens National Bank Trust Department | 27,905 | $1.43M | 0.36% | −240−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 27,909 | $1.43M | 0.19% | +10,316+58.6% | Added |
| Quest Investment Management LLC | 28,000 | $1.44M | 0.18% | −175−0.6% | Reduced |
| Oarsman Capital, Inc. | 28,021 | $1.44M | 0.38% | +554+2.0% | Added |
| Adirondack Trust Co | 28,455 | $1.44M | 0.62% | −1,047−3.5% | Reduced |
| Moloney Securities Asset Management, LLC | 28,146 | $1.44M | 0.23% | +291+1.0% | Added |
| Prospera Financial Services Inc | 28,164 | $1.45M | 0.05% | −3,319−10.5% | Reduced |
| FinTrust Capital Advisors, LLC | 28,192 | $1.45M | 0.29% | −26,924−48.8% | Reduced |
| Dudley Capital Management, LLC | 28,237 | $1.45M | 0.93% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28,292 | $1.45M | 0.05% | −11,325−28.6% | Reduced |
| Fiduciary Group LLC | 28,306 | $1.45M | 0.17% | −1,131−3.8% | Reduced |
| Pathway Financial Advisers, LLC | 28,308 | $1.45M | 0.55% | −3,332−10.5% | Reduced |
| Private Portfolio Partners LLC | 28,389 | $1.46M | 0.33% | −2,480−8.0% | Reduced |
| Eagle Harbor Asset Management Inc | 28,419 | $1.46M | 1.68% | +5,422+23.6% | Added |
| Dorsey & Whitney Trust CO LLC | 28,428 | $1.46M | 0.11% | +3,063+12.1% | Added |
| Magnetar Financial LLC | 28,476 | $1.46M | 0.04% | −76,660−72.9% | Reduced |
| Icon Advisers Inc | 28,500 | $1.46M | 0.33% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 28,548 | $1.46M | 0.05% | −11,332−28.4% | Reduced |
| MTM Investment Management, LLC | 28,559 | $1.47M | 0.67% | −599−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 28,590 | $1.47M | 0.04% | −341,185−92.3% | Reduced |
| North Star Investment Management Corp. | 28,662 | $1.47M | 0.11% | −45,601−61.4% | Reduced |
| Focus Financial Network Inc | 28,710 | $1.47M | 0.06% | +28,710 | New |
| TSP Capital Management Group, LLC | 28,792 | $1.48M | 0.51% | −893−3.0% | Reduced |
| Cladis Investment Advisory, LLC | 28,803 | $1.48M | 1.16% | +200+0.7% | Added |
| Chilton Capital Management LLC | 28,830 | $1.48M | 0.08% | +3,670+14.6% | Added |
| Silver Lake Advisory, LLC | 28,882 | $1.48M | 0.83% | −941−3.2% | Reduced |
| Beddow Capital Management Inc | 28,906 | $1.48M | 0.69% | −28,323−49.5% | Reduced |
| Garrett Investment Advisors LLC | 28,980 | $1.49M | 0.21% | +28,980 | New |
| Cito Capital Group, LLC | 29,000 | $1.49M | 0.64% | +400+1.4% | Added |
| Teza Capital Management LLC | 29,021 | $1.49M | 0.25% | +17,496+151.8% | Added |
| Journey Advisory Group, LLC | 29,040 | $1.49M | 0.20% | −29,125−50.1% | Reduced |
| Trust Co of Virginia | 29,044 | $1.49M | 0.15% | −388−1.3% | Reduced |
| Old Second National Bank of Aurora | 29,094 | $1.49M | 0.41% | −3,919−11.9% | Reduced |
| Boyar Asset Management Inc. | 29,107 | $1.49M | 1.12% | −2,108−6.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 29,175 | $1.50M | 0.30% | −400−1.4% | Reduced |
| Harvey Capital Management Inc | 29,184 | $1.50M | 0.50% | −27,000−48.1% | Reduced |
| AdvisorNet Financial, Inc | 29,241 | $1.50M | 0.14% | −1,480−4.8% | Reduced |
| Wolf Group Capital Advisors | 23,467 | $1.50M | 0.71% | +260+1.1% | Added |
| Range Financial Group LLC | 29,291 | $1.50M | 0.90% | +645+2.3% | Added |
| Inspire Trust Co, N.A. | 29,336 | $1.51M | 1.55% | +29,336 | New |
| Richard P Slaughter Associates Inc | 29,415 | $1.51M | 0.38% | +3,000+11.4% | Added |
| Flagship Harbor Advisors, LLC | 29,477 | $1.51M | 0.11% | +608+2.1% | Added |
| Jeppson Wealth Management, LLC | 29,486 | $1.51M | 0.63% | +14,329+94.5% | Added |
| Transamerica Financial Advisors, Inc. | 29,473 | $1.51M | 0.21% | −15,658−34.7% | Reduced |
| Mount Vernon Associates Inc | 29,480 | $1.51M | 1.48% | +2,000+7.3% | Added |
| Vista Investment Partners LLC | 29,696 | $1.52M | 0.56% | +29,696 | New |
| Ridgewood Investments LLC | 29,698 | $1.52M | 0.90% | +89+0.3% | Added |
| St. Louis Trust Co | 29,707 | $1.52M | 0.26% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 29,787 | $1.53M | 0.25% | +29,787 | New |
| Badgley Phelps Wealth Managers, LLC | 29,931 | $1.54M | 0.04% | −250,919−89.3% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.54M | 0.95% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 48,642 | $1.54M | 0.06% | +6,136+14.4% | Added |
| Farther Finance Advisors, LLC | 30,018 | $1.54M | 0.11% | +4,218+16.3% | Added |
| Institute for Wealth Management, LLC. | 30,056 | $1.54M | 0.25% | +296+1.0% | Added |
| Beese Fulmer Investment Management, Inc. | 30,105 | $1.54M | 0.16% | −4,047−11.8% | Reduced |
| Philadelphia Trust Co | 30,147 | $1.55M | 0.15% | −300−1.0% | Reduced |
| IHT Wealth Management, LLC | 30,182 | $1.55M | 0.07% | +3,237+12.0% | Added |
| Equitable Trust Co | 30,221 | $1.55M | 0.12% | −607−2.0% | Reduced |
| First National Bank & Trust Co of Newtown | 30,260 | $1.55M | 0.33% | −595−1.9% | Reduced |
| Palogic Value Management, L.P. | 30,344 | $1.56M | 0.69% | +706+2.4% | Added |
| Sciencast Management LP | 30,383 | $1.56M | 0.85% | −2,072−6.4% | Reduced |
| Triangle Securities Wealth Management | 30,485 | $1.56M | 0.49% | −878−2.8% | Reduced |
| IFP Advisors, Inc | 30,548 | $1.57M | 0.07% | −1,218−3.8% | Reduced |
| Arkadios Wealth Advisors | 30,565 | $1.57M | 0.13% | −10,408−25.4% | Reduced |
| Girard Partners Ltd. | 30,568 | $1.57M | 0.16% | −2,859−8.6% | Reduced |
| Concord Wealth Partners | 30,639 | $1.57M | 0.31% | +9,020+41.7% | Added |
| South State Corp. | 30,699 | $1.58M | 0.13% | −439−1.4% | Reduced |
| Viewpoint Capital Management LLC | 30,746 | $1.58M | 1.10% | −846−2.7% | Reduced |
| Ameliora Wealth Management Ltd. | 30,822 | $1.58M | 0.79% | −9,632−23.8% | Reduced |
| NTV Asset Management LLC | 30,822 | $1.58M | 0.27% | −1,502−4.6% | Reduced |
| Peoples Financial Services Corp. | 30,825 | $1.58M | 0.69% | −1,698−5.2% | Reduced |
| BLB&B Advisors, LLC | 30,928 | $1.59M | 0.10% | −1,136−3.5% | Reduced |
| Exchange Bank | 31,113 | $1.60M | 1.38% | −508−1.6% | Reduced |
| Ledyard National Bank | 31,183 | $1.60M | 0.16% | +393+1.3% | Added |
| SFMG, LLC | 31,192 | $1.60M | 0.15% | −1,488−4.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 32,961 | $1.61M | 0.02% | −13,855−29.6% | Reduced |
| Wade G W & Inc | 31,409 | $1.61M | 0.05% | −1,357−4.1% | Reduced |
| HBK Sorce Advisory LLC | 31,419 | $1.61M | 0.06% | −3,675−10.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $1.62M | 0.37% | +31,500 | New |
| Herold Advisors, Inc. | 31,744 | $1.63M | 0.45% | −1,924−5.7% | Reduced |
| Integrated Advisors Network LLC | 31,779 | $1.63M | 0.09% | −6,160−16.2% | Reduced |
| J.W. Cole Advisors, Inc. | 31,831 | $1.63M | 0.10% | +2,773+9.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,916 | $1.64M | 0.15% | +18,897+145.1% | Added |
| Ballentine Partners, LLC | 31,937 | $1.64M | 0.03% | −9,395−22.7% | Reduced |
| Centiva Capital, LP | 31,945 | $1.64M | 0.10% | +13,530+73.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 31,964 | $1.64M | 0.19% | +31,964 | New |
| Prio Wealth Limited Partnership | 31,983 | $1.64M | 0.06% | −105−0.3% | Reduced |
| Smith, Moore & Co. | 33,010 | $1.64M | 0.19% | −21−0.1% | Reduced |
| Plimoth Trust Co LLC | 32,137 | $1.65M | 0.48% | −1,015−3.1% | Reduced |
| Hamilton Wealth, LLC | 32,264 | $1.66M | 0.52% | +32,264 | New |
| Independent Advisor Alliance | 32,345 | $1.66M | 0.06% | −3,595−10.0% | Reduced |
| Desjardins Global Asset Management Inc. | 32,615 | $1.67M | 0.18% | +156+0.5% | Added |
| Wolverine Asset Management LLC | 32,788 | $1.68M | 0.03% | −15,941−32.7% | Reduced |