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 |
|---|---|---|---|---|---|
| Edmp, Inc. | 43,274 | $2.22M | 2.02% | +740+1.7% | Added |
| Caldwell Trust Co | 43,350 | $2.22M | 0.28% | −2,843−6.2% | Reduced |
| Bahl & Gaynor Inc | 43,385 | $2.23M | 0.01% | −4,220−8.9% | Reduced |
| FineMark National Bank & Trust | 43,451 | $2.23M | 0.09% | −9,202−17.5% | Reduced |
| Boyd Watterson Asset Management LLC | 43,500 | $2.23M | 0.88% | −3,000−6.5% | Reduced |
| Legato Capital Management LLC | 43,573 | $2.24M | 0.29% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 43,595 | $2.24M | 0.47% | +1,106+2.6% | Added |
| Concentric Wealth Management, LLC | 43,712 | $2.24M | 0.65% | +7,119+19.5% | Added |
| Rathbone Brothers plc | 43,748 | $2.24M | 0.01% | −13,816−24.0% | Reduced |
| NEOS Investment Management LLC | 43,879 | $2.25M | 0.21% | +18,467+72.7% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.25M | 0.31% | 00.0% | Unchanged |
| Paloma Partners Management Co | 43,912 | $2.25M | 0.37% | −30,733−41.2% | Reduced |
| Birmingham Capital Management Co Inc | 44,040 | $2.26M | 0.89% | −53−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 44,143 | $2.26M | 0.09% | −2,489−5.3% | Reduced |
| Holderness Investments Co | 44,232 | $2.27M | 0.62% | +18,352+70.9% | Added |
| Charter Research & Investment Group, Inc. | 44,583 | $2.29M | 1.90% | +261+0.6% | Added |
| Cubic Asset Management, LLC | 44,655 | $2.29M | 0.59% | −950−2.1% | Reduced |
| Quilter Plc | 44,874 | $2.30M | 0.08% | +4,280+10.5% | Added |
| Jacobi Capital Management LLC | 44,784 | $2.30M | 0.24% | +339+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 44,965 | $2.31M | 0.13% | −2,836−5.9% | Reduced |
| Quattro Financial Advisors LLC | 51 | $2.31M | 0.83% | −44,949−99.9% | Reduced |
| Savant Capital, LLC | 45,037 | $2.31M | 0.03% | −3,623−7.4% | Reduced |
| Profund Advisors LLC | 45,193 | $2.32M | 0.10% | +3,040+7.2% | Added |
| Resources Investment Advisors, LLC. | 45,289 | $2.32M | 0.04% | −364−0.8% | Reduced |
| New England Research & Management, Inc. | 45,352 | $2.33M | 1.23% | −2,045−4.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 45,589 | $2.34M | 0.27% | +14,960+48.8% | Added |
| Morton Community Bank | 45,635 | $2.34M | 0.77% | +45,635 | New |
| Simmons Bank | 45,706 | $2.35M | 0.19% | −4,455−8.9% | Reduced |
| Fulton Bank, N.A. | 45,793 | $2.35M | 0.11% | −3,031−6.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 45,796 | $2.35M | 0.20% | −1,882−3.9% | Reduced |
| Logan Capital Management Inc | 45,828 | $2.35M | 0.11% | +80.0% | Added |
| Lee Danner & Bass Inc | 45,853 | $2.35M | 0.20% | −24,621−34.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 45,904 | $2.35M | 0.06% | +28,335+161.3% | Added |
| Wedbush Securities Inc | 46,091 | $2.37M | 0.10% | +935+2.1% | Added |
| Great Valley Advisor Group, Inc. | 46,311 | $2.38M | 0.08% | +30,734+197.3% | Added |
| Courier Capital LLC | 46,513 | $2.39M | 0.18% | −729−1.5% | Reduced |
| Kendall Capital Management | 46,741 | $2.40M | 0.93% | +610+1.3% | Added |
| Douglass Winthrop Advisors, LLC | 46,919 | $2.41M | 0.05% | −200−0.4% | Reduced |
| Leo Wealth, LLC | 46,569 | $2.41M | 0.25% | +46,569 | New |
| Brinker Capital Investments, LLC | 46,565 | $2.41M | 0.03% | −24,834−34.8% | Reduced |
| Orion Portfolio Solutions, LLC | 46,565 | $2.41M | 0.03% | −24,834−34.8% | Reduced |
| Paradigm Asset Management Co LLC | 47,108 | $2.42M | 0.64% | −1,200−2.5% | Reduced |
| Thor Investment Management Inc | 47,155 | $2.42M | 2.11% | +47,155 | New |
| New England Asset Management Inc | 47,206 | $2.42M | 0.39% | −32,325−40.6% | Reduced |
| Finer Wealth Management, Inc. | 47,455 | $2.43M | 1.81% | −8,299−14.9% | Reduced |
| SS&H Financial Advisors, Inc. | 47,625 | $2.44M | 1.04% | +5,372+12.7% | Added |
| Keene & Associates, Inc. | 47,845 | $2.45M | 2.04% | +140+0.3% | Added |
| Perigon Wealth Management, LLC | 47,859 | $2.46M | 0.08% | +2,321+5.1% | Added |
| Choate Investment Advisors | 48,059 | $2.47M | 0.08% | +1,133+2.4% | Added |
| Buckingham Strategic Wealth, LLC | 48,440 | $2.49M | 0.03% | −3,158−6.1% | Reduced |
| Janney Capital Management LLC | 48,656 | $2.50M | 0.17% | −5,774−10.6% | Reduced |
| Pinnacle Financial Partners Inc | 48,911 | $2.51M | 0.06% | −227−0.5% | Reduced |
| Eagle Rock Investment Company, LLC | 49,149 | $2.52M | 0.52% | −39,937−44.8% | Reduced |
| Guyasuta Investment Advisors Inc | 49,450 | $2.54M | 0.18% | −82−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 49,702 | $2.55M | 0.28% | −9,996−16.7% | Reduced |
| Trust Co of Vermont | 49,754 | $2.55M | 0.17% | −51,322−50.8% | Reduced |
| Resonant Capital Advisors, LLC | 50,023 | $2.57M | 0.25% | +6,863+15.9% | Added |
| Jamison Private Wealth Management, Inc. | 50,078 | $2.57M | 0.48% | −5,426−9.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 50,552 | $2.59M | 1.21% | +50,552 | New |
| Amica Mutual Insurance Co | 50,615 | $2.60M | 0.28% | 00.0% | Unchanged |
| Cardinal Capital Management | 50,650 | $2.60M | 0.49% | +15,087+42.4% | Added |
| Sheets Smith Wealth Management | 62,008 | $2.61M | 0.37% | +1,917+3.2% | Added |
| SevenBridge Financial Group, LLC | 51,199 | $2.63M | 0.62% | −482−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 51,731 | $2.65M | 0.04% | −1,311−2.5% | Reduced |
| KCM Investment Advisors LLC | 52,034 | $2.67M | 0.11% | −13,784−20.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 52,183 | $2.68M | 1.08% | −9,675−15.6% | Reduced |
| Ontario Teachers Pension Plan Board | 52,226 | $2.68M | 0.03% | −16,187−23.7% | Reduced |
| AIMZ Investment Advisors, LLC | 52,515 | $2.69M | 1.09% | +2,004+4.0% | Added |
| FJ Investments, LLC | 52,800 | $2.71M | 0.13% | +52,800 | New |
| Trilogy Capital Inc. | 52,806 | $2.71M | 0.17% | +3,181+6.4% | Added |
| Sapient Capital LLC | 52,873 | $2.71M | 0.07% | +52,873 | New |
| Engineers Gate Manager LP | 52,969 | $2.72M | 0.08% | −60,723−53.4% | Reduced |
| Burns J W & Co Inc | 53,190 | $2.73M | 0.40% | −2,065−3.7% | Reduced |
| Mairs & Power Inc | 53,302 | $2.73M | 0.03% | +3,200+6.4% | Added |
| Peak Asset Management, LLC | 53,308 | $2.74M | 0.60% | −1,856−3.4% | Reduced |
| Toth Financial Advisory Corp | 53,439 | $2.74M | 0.37% | −29,093−35.3% | Reduced |
| Sowell Financial Services LLC | 53,456 | $2.74M | 0.15% | +5,312+11.0% | Added |
| HighPoint Advisor Group LLC | 52,551 | $2.75M | 0.20% | +52,551 | New |
| Shelter Mutual Insurance Co | 53,800 | $2.76M | 0.76% | 00.0% | Unchanged |
| Bangor Savings Bank | 53,871 | $2.76M | 0.30% | +1,525+2.9% | Added |
| Greenleaf Trust | 53,891 | $2.77M | 0.03% | −19,419−26.5% | Reduced |
| SFE Investment Counsel | 53,901 | $2.77M | 0.72% | −13,030−19.5% | Reduced |
| Inlet Private Wealth, LLC | 54,091 | $2.78M | 0.85% | −9,631−15.1% | Reduced |
| Synergy Financial Management, LLC | 54,247 | $2.78M | 0.50% | −2,919−5.1% | Reduced |
| Bonness Enterprises Inc | 54,300 | $2.79M | 1.17% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 54,674 | $2.81M | 0.97% | +7,975+17.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 54,869 | $2.82M | 0.06% | −173−0.3% | Reduced |
| Sawtooth Solutions, LLC | 55,211 | $2.83M | 0.08% | −5,428−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 55,286 | $2.84M | 0.10% | −3,776−6.4% | Reduced |
| Bleakley Financial Group, LLC | 55,324 | $2.84M | 0.09% | −5,315−8.8% | Reduced |
| Foundations Investment Advisors, LLC | 58,514 | $2.85M | 0.08% | +5,315+10.0% | Added |
| Mill Capital Management, LLC | 55,801 | $2.86M | 0.26% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 55,817 | $2.86M | 0.44% | −8,998−13.9% | Reduced |
| AIA Group Ltd | 55,976 | $2.87M | 0.12% | +7,290+15.0% | Added |
| Duncker Streett & Co Inc | 56,002 | $2.87M | 0.61% | −1,999−3.4% | Reduced |
| Motley Fool Asset Management LLC | 56,031 | $2.87M | 0.21% | +1,428+2.6% | Added |
| Canal Capital Management, LLC | 56,032 | $2.87M | 0.53% | −23,349−29.4% | Reduced |
| Sage Capital Advisors,llc | 56,405 | $2.89M | 0.94% | −12,265−17.9% | Reduced |
| Carret Asset Management, LLC | 57,337 | $2.94M | 0.37% | −506−0.9% | Reduced |
| Wetherby Asset Management Inc | 57,500 | $2.95M | 0.15% | −7,929−12.1% | Reduced |