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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 32,893 | $1.69M | 0.13% | −27,632−45.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,939 | $1.69M | 0.10% | −8,295−20.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 33,054 | $1.70M | 0.49% | −48,733−59.6% | Reduced |
| Vise Technologies, Inc. | 33,111 | $1.70M | 0.37% | +6,541+24.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 33,146 | $1.70M | 0.15% | −1,612−4.6% | Reduced |
| Karpas Strategies, LLC | 33,226 | $1.70M | 0.56% | +140.0% | Added |
| Pekin Hardy Strauss, Inc. | 33,307 | $1.71M | 0.26% | −28,412−46.0% | Reduced |
| Hanson & Doremus Investment Management | 33,371 | $1.71M | 0.32% | −1,866−5.3% | Reduced |
| D L Carlson Investment Group Inc | 34,786 | $1.72M | 0.35% | −32,773−48.5% | Reduced |
| Silvant Capital Management LLC | 33,613 | $1.72M | 0.09% | −4,357−11.5% | Reduced |
| Cypress Capital, LLC | 33,617 | $1.72M | 0.49% | +1,124+3.5% | Added |
| Essex Financial Services, Inc. | 33,694 | $1.73M | 0.18% | −5,036−13.0% | Reduced |
| Trust Co of Toledo NA | 33,796 | $1.73M | 0.30% | +635+1.9% | Added |
| Capital Asset Advisory Services LLC | 33,799 | $1.73M | 0.11% | +5,454+19.2% | Added |
| First Western Trust Bank | 33,889 | $1.74M | 0.09% | −566−1.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 34,000 | $1.74M | 0.22% | 00.0% | Unchanged |
| Pensionfund Sabic | 34,000 | $1.75M | 0.55% | +2,000+6.3% | Added |
| V-Square Quantitative Management LLC | 34,034 | $1.75M | 0.42% | +17,016+100.0% | Added |
| Foster & Motley Inc | 34,112 | $1.75M | 0.13% | −9,981−22.6% | Reduced |
| Sender Co & Partners, Inc. | 34,220 | $1.76M | 3.36% | +34,220 | New |
| Wahed Invest LLC | 34,373 | $1.76M | 0.49% | +1,227+3.7% | Added |
| Charter Trust Co | 34,771 | $1.78M | 0.13% | −1,044−2.9% | Reduced |
| Snowden Capital Advisors LLC | 34,855 | $1.79M | 0.07% | −7,052−16.8% | Reduced |
| Arvest Trust Co N A | 34,898 | $1.79M | 0.11% | −8,854−20.2% | Reduced |
| Exchange Capital Management, Inc. | 35,085 | $1.80M | 0.32% | −1,260−3.5% | Reduced |
| Atlantic Union Bankshares Corp | 35,150 | $1.80M | 0.17% | −4,006−10.2% | Reduced |
| Parallel Advisors, LLC | 35,186 | $1.81M | 0.05% | −13,370−27.5% | Reduced |
| E. Ohman J:or Asset Management AB | 35,200 | $1.81M | 0.07% | +35,200 | New |
| Corrado Advisors, LLC | 35,332 | $1.81M | 1.48% | −1,316−3.6% | Reduced |
| Wealthspire Advisors, LLC | 35,401 | $1.82M | 0.03% | +5,962+20.3% | Added |
| Marco Investment Management LLC | 35,457 | $1.82M | 0.19% | −3,966−10.1% | Reduced |
| Allworth Financial LP | 35,682 | $1.83M | 0.01% | +1,555+4.6% | Added |
| Gifford Fong Associates | 35,899 | $1.84M | 0.39% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 36,055 | $1.85M | 0.76% | −1,764−4.7% | Reduced |
| Wintrust Investments LLC | 36,137 | $1.85M | 0.18% | −43,289−54.5% | Reduced |
| Mirabella Financial Services LLP | 36,357 | $1.87M | 0.27% | +36,357 | New |
| Cacti Asset Management LLC | 36,450 | $1.87M | 0.16% | 00.0% | Unchanged |
| Country Club Bank | 36,514 | $1.87M | 0.14% | −2,825−7.2% | Reduced |
| Dynamic Advisor Solutions LLC | 35,824 | $1.87M | 0.07% | −1,122−3.0% | Reduced |
| Providence Capital Advisors, LLC | 36,541 | $1.87M | 0.45% | −1,643−4.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 36,690 | $1.88M | 0.34% | +660+1.8% | Added |
| Leelyn Smith, LLC | 36,844 | $1.89M | 0.41% | +605+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 36,981 | $1.90M | 0.12% | −18,188−33.0% | Reduced |
| Wellington Shields & Co., LLC | 36,983 | $1.90M | 0.70% | +504+1.4% | Added |
| Hikari Power Ltd | 37,280 | $1.91M | 0.18% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 37,284 | $1.91M | 0.05% | +1,142+3.2% | Added |
| Arvest Investments, Inc. | 37,391 | $1.92M | 0.31% | +37,391 | New |
| Orca Investment Management, LLC | 37,400 | $1.92M | 1.84% | −908−2.4% | Reduced |
| Eley Financial Management, Inc | 37,431 | $1.92M | 0.90% | +554+1.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 37,431 | $1.92M | 0.37% | +536+1.5% | Added |
| Alpha Omega Wealth Management LLC | 37,645 | $1.93M | 0.32% | −300−0.8% | Reduced |
| Intellectus Partners, LLC | 37,726 | $1.94M | 0.56% | +574+1.5% | Added |
| Truvestments Capital LLC | 37,736 | $1.94M | 0.87% | +3,046+8.8% | Added |
| Lowe Brockenbrough & Co Inc | 37,966 | $1.95M | 0.15% | −1,375−3.5% | Reduced |
| Summit Global Investments | 38,040 | $1.95M | 0.13% | −133,210−77.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 38,583 | $1.98M | 0.04% | −345,538−90.0% | Reduced |
| LMG Wealth Partners, LLC | 38,999 | $2.00M | 0.56% | +101+0.3% | Added |
| Sippican Capital Advisors | 39,002 | $2.00M | 1.57% | +6,341+19.4% | Added |
| SeaCrest Wealth Management, LLC | 38,339 | $2.00M | 0.25% | −80−0.2% | Reduced |
| Old Port Advisors | 39,071 | $2.00M | 0.67% | −941−2.4% | Reduced |
| Arcadia Investment Management Corp | 39,128 | $2.01M | 0.38% | −70,782−64.4% | Reduced |
| Townsend & Associates, Inc | 40,056 | $2.01M | 0.25% | −2,154−5.1% | Reduced |
| Chemung Canal Trust Co | 39,408 | $2.02M | 0.42% | −5,780−12.8% | Reduced |
| Naples Money Management LLC | 39,593 | $2.03M | 1.90% | +39,593 | New |
| Public Sector Pension Investment Board | 39,643 | $2.03M | 0.02% | −184,136−82.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 39,765 | $2.04M | 0.38% | +1,316+3.4% | Added |
| Arrow Financial Corp | 39,784 | $2.04M | 0.21% | +412+1.0% | Added |
| Lincoln National Corp | 39,842 | $2.04M | 0.04% | −20,821−34.3% | Reduced |
| 1st Source Bank | 39,967 | $2.05M | 0.12% | −1,202−2.9% | Reduced |
| Park Avenue Securities LLC | 40,148 | $2.06M | 0.03% | −10,652−21.0% | Reduced |
| Hills Bank & Trust Co | 40,230 | $2.06M | 0.20% | −490−1.2% | Reduced |
| Stokes Family Office, LLC | 40,444 | $2.08M | 0.28% | −1,391−3.3% | Reduced |
| Diversified Trust Co | 40,451 | $2.08M | 0.07% | −6,931−14.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 40,497 | $2.08M | 0.08% | +40,497 | New |
| Fred Alger Management, LLC | 40,530 | $2.08M | 0.01% | +305+0.8% | Added |
| Delta Financial Group, Inc. | 40,536 | $2.08M | 0.65% | −9,660−19.2% | Reduced |
| Hartford Financial Management Inc. | 40,698 | $2.09M | 0.47% | −746−1.8% | Reduced |
| Camden Capital, LLC | 40,729 | $2.09M | 0.21% | +14,606+55.9% | Added |
| Means Investment Co., Inc. | 40,894 | $2.10M | 0.30% | −9,939−19.6% | Reduced |
| Clarkston Capital Partners, LLC | 41,000 | $2.10M | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 41,048 | $2.11M | 0.32% | +4,764+13.1% | Added |
| Selway Asset Management | 41,066 | $2.11M | 0.89% | −5,468−11.8% | Reduced |
| Rodgers Brothers Inc. | 41,333 | $2.12M | 0.33% | −16,290−28.3% | Reduced |
| Tower Bridge Advisors | 41,467 | $2.13M | 0.18% | −6,853−14.2% | Reduced |
| Petredis Investment Advisors LLC | 41,491 | $2.13M | 0.28% | +7,052+20.5% | Added |
| RKL Wealth Management LLC | 41,553 | $2.13M | 0.23% | +6,109+17.2% | Added |
| TCW Group Inc | 41,648 | $2.13M | 0.02% | +41,648 | New |
| Gries Financial LLC | 41,779 | $2.14M | 0.47% | −1,332−3.1% | Reduced |
| Graham Capital Management, L.P. | 41,819 | $2.15M | 0.07% | +41,819 | New |
| Factorial Partners, LLC | 42,000 | $2.16M | 1.36% | −8,100−16.2% | Reduced |
| Barbara Oil Co. | 42,000 | $2.16M | 0.97% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 42,016 | $2.16M | 0.10% | −1,640−3.8% | Reduced |
| LaFleur & Godfrey LLC | 42,054 | $2.16M | 0.32% | −4,619−9.9% | Reduced |
| Northeast Financial Consultants Inc | 42,179 | $2.16M | 0.12% | −807−1.9% | Reduced |
| Keeler Thomas Management LLC | 42,550 | $2.18M | 0.86% | −26,876−38.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 42,519 | $2.18M | 0.05% | +12,489+41.6% | Added |
| Horizon Kinetics Asset Management LLC | 42,536 | $2.18M | 0.05% | +155+0.4% | Added |
| Private Trust Co NA | 42,603 | $2.19M | 0.26% | −4,087−8.8% | Reduced |
| Verdence Capital Advisors LLC | 42,673 | $2.19M | 0.21% | +1,433+3.5% | Added |
| Kinsale Capital Group, Inc. | 42,949 | $2.20M | 1.09% | +14,537+51.2% | Added |