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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 57,791 | $2.97M | 0.12% | −67,053−53.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 57,850 | $2.97M | 0.09% | −102,986−64.0% | Reduced |
| Gilman Hill Asset Management, LLC | 58,098 | $2.98M | 0.56% | −785−1.3% | Reduced |
| Next Level Private LLC | 58,223 | $2.99M | 1.69% | +4,412+8.2% | Added |
| EagleClaw Capital Managment, LLC | 58,232 | $2.99M | 0.62% | −8,275−12.4% | Reduced |
| Lipe & Dalton | 58,231 | $2.99M | 1.62% | −470−0.8% | Reduced |
| Iowa State Bank | 58,366 | $2.99M | 0.72% | −120.0% | Reduced |
| Intact Investment Management Inc. | 58,800 | $3.02M | 0.12% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 58,825 | $3.02M | 0.63% | −35,350−37.5% | Reduced |
| Ieq Capital, LLC | 58,938 | $3.02M | 0.05% | −4,555−7.2% | Reduced |
| BlueCrest Capital Management Ltd | 59,065 | $3.03M | 0.51% | +40,501+218.2% | Added |
| Roanoke Asset Management Corp | 59,384 | $3.05M | 1.13% | −170.0% | Reduced |
| Meridian Wealth Management, LLC | 59,556 | $3.06M | 0.20% | −59,142−49.8% | Reduced |
| Ar Asset Management Inc | 59,774 | $3.07M | 0.81% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 59,800 | $3.07M | 0.03% | 00.0% | Unchanged |
| Clark Estates Inc | 59,900 | $3.07M | 0.52% | −68−0.1% | Reduced |
| American Financial Group Inc | 60,000 | $3.08M | 1.13% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 60,000 | $3.08M | 2.46% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 60,140 | $3.09M | 0.09% | +15,585+35.0% | Added |
| Rossmore Private Capital | 60,344 | $3.10M | 0.44% | −8,846−12.8% | Reduced |
| CMH Wealth Management LLC | 60,438 | $3.10M | 0.75% | +14,372+31.2% | Added |
| Rothschild Investment LLC | 60,800 | $3.12M | 0.26% | +60,800 | New |
| Kanawha Capital Management LLC | 61,114 | $3.14M | 0.29% | −10,457−14.6% | Reduced |
| Freestone Capital Holdings, LLC | 61,353 | $3.15M | 0.14% | −5,188−7.8% | Reduced |
| First Interstate Bank | 61,657 | $3.16M | 0.23% | −3,685−5.6% | Reduced |
| Pearl River Capital, LLC | 61,801 | $3.17M | 0.51% | +61,801 | New |
| Hudson Capital Management LLC | 61,853 | $3.17M | 1.15% | +7,558+13.9% | Added |
| Van Leeuwen & Company, LLC | 61,933 | $3.18M | 1.85% | −18,087−22.6% | Reduced |
| Royal Fund Management, LLC | 62,054 | $3.18M | 0.40% | −2,123−3.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 62,167 | $3.19M | 1.60% | −66,151−51.6% | Reduced |
| Evercore Wealth Management, LLC | 62,263 | $3.19M | 0.05% | −3,329−5.1% | Reduced |
| Bard Financial Services, Inc. | 62,265 | $3.19M | 0.36% | −3,070−4.7% | Reduced |
| Beacon Financial Group | 62,665 | $3.22M | 0.39% | −2,156−3.3% | Reduced |
| Gladstone Institutional Advisory LLC | 62,786 | $3.22M | 0.18% | +10,373+19.8% | Added |
| Pacifica Partners Inc. | 64,295 | $3.23M | 1.59% | −399−0.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 63,082 | $3.24M | 0.07% | −4,415−6.5% | Reduced |
| First National Bank of Omaha | 63,474 | $3.26M | 0.21% | −83,108−56.7% | Reduced |
| Resources Management Corp | 63,471 | $3.26M | 0.48% | −4,150−6.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 63,553 | $3.26M | 0.19% | −276−0.4% | Reduced |
| Cornercap Investment Counsel Inc | 63,578 | $3.26M | 0.53% | +2,708+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,405 | $3.30M | 0.09% | −1,535−2.3% | Reduced |
| Argyle Capital Management Inc. | 64,618 | $3.32M | 1.37% | −8,150−11.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 64,639 | $3.32M | 0.15% | +1,400+2.2% | Added |
| Hallmark Capital Management Inc | 64,746 | $3.32M | 0.26% | +5,779+9.8% | Added |
| Compagnie Lombard Odier SCmA | 65,035 | $3.34M | 0.06% | +62,600+2,570.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 65,130 | $3.34M | 0.01% | −2,792−4.1% | Reduced |
| Duality Advisers, LP | 65,143 | $3.34M | 0.35% | +61,525+1,700.5% | Added |
| HB Wealth Management, LLC | 65,350 | $3.35M | 0.05% | −3,413−5.0% | Reduced |
| Hunter Associates Investment Management LLC | 65,361 | $3.35M | 0.61% | −868−1.3% | Reduced |
| Meeder Asset Management Inc | 65,370 | $3.35M | 0.26% | +60,122+1,145.6% | Added |
| Am Investment Strategies LLC | 65,425 | $3.36M | 0.95% | +642+1.0% | Added |
| Credit Agricole S A | 66,088 | $3.39M | 0.07% | +35,409+115.4% | Added |
| Gsa Capital Partners LLP | 66,286 | $3.40M | 0.29% | +2,600+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 66,790 | $3.43M | 0.03% | −30,505−31.4% | Reduced |
| Clearstead Advisors, LLC | 66,800 | $3.43M | 0.18% | −12,290−15.5% | Reduced |
| Alberta Investment Management Corp | 66,802 | $3.43M | 0.03% | +18,902+39.5% | Added |
| Ossiam | 66,949 | $3.44M | 0.06% | −22,440−25.1% | Reduced |
| Radnor Capital Management, LLC | 66,992 | $3.44M | 0.64% | −2,914−4.2% | Reduced |
| Avantax Advisory Services, Inc. | 67,625 | $3.47M | 0.03% | −1,025−1.5% | Reduced |
| Bradley Foster & Sargent Inc | 67,944 | $3.49M | 0.07% | −19,818−22.6% | Reduced |
| Adviser Investments LLC | 68,703 | $3.53M | 0.05% | +36,347+112.3% | Added |
| Altrius Capital Management Inc | 68,832 | $3.53M | 0.98% | +14,690+27.1% | Added |
| Whittier Trust Co | 69,215 | $3.55M | 0.06% | −39,001−36.0% | Reduced |
| Wesleyan Assurance Society | 69,303 | $3.56M | 0.35% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69,354 | $3.56M | 1.06% | −124−0.2% | Reduced |
| Kempner Capital Management Inc. | 69,361 | $3.56M | 1.99% | +20,366+41.6% | Added |
| Cohen Klingenstein LLC | 69,400 | $3.56M | 0.15% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 69,568 | $3.57M | 0.15% | +69,568 | New |
| Qsemble Capital Management, LP | 70,017 | $3.59M | 0.90% | +7,117+11.3% | Added |
| PEAK6 Investments LLC | 70,258 | $3.60M | 0.16% | +70,258 | New |
| Dean Investment Associates, LLC | 70,763 | $3.63M | 0.52% | −14,987−17.5% | Reduced |
| Sigma Investment Counselors Inc | 71,196 | $3.65M | 0.26% | +4,505+6.8% | Added |
| Davy Global Fund Management Ltd | 71,200 | $3.65M | 0.43% | +71,200 | New |
| Mechanics Bank Trust Department | 71,373 | $3.66M | 0.57% | −13,625−16.0% | Reduced |
| Hennessy Advisors Inc | 71,400 | $3.66M | 0.18% | −4,100−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 71,915 | $3.69M | 0.30% | +13,670+23.5% | Added |
| Pettee Investors, Inc. | 71,920 | $3.69M | 1.63% | −476−0.7% | Reduced |
| Norinchukin Bank, The | 72,384 | $3.71M | 0.09% | −10,175−12.3% | Reduced |
| Leonteq Securities AG | 72,406 | $3.72M | 0.48% | +20,662+39.9% | Added |
| Highland Capital Management, LLC | 72,431 | $3.72M | 0.23% | +225+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 72,490 | $3.72M | 0.26% | −3,158−4.2% | Reduced |
| Thompson Investment Management, Inc. | 72,740 | $3.73M | 0.60% | +688+1.0% | Added |
| Talbot Financial, LLC | 72,924 | $3.74M | 0.56% | −5,524−7.0% | Reduced |
| Benedict Financial Advisors Inc | 73,797 | $3.79M | 1.03% | −142−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 73,919 | $3.79M | 0.23% | +57+0.1% | Added |
| Shell Asset Management Co | 73,926 | $3.79M | 0.18% | −22,630−23.4% | Reduced |
| SYSTM Wealth Solutions LLC | 74,040 | $3.80M | 0.53% | −334−0.4% | Reduced |
| 1832 Asset Management L.P. | 74,711 | $3.83M | 0.01% | +16,005+27.3% | Added |
| Empirical Finance, LLC | 74,813 | $3.84M | 0.27% | +94+0.1% | Added |
| Naples Global Advisors, LLC | 75,438 | $3.87M | 0.43% | +9,489+14.4% | Added |
| Mutual Advisors, LLC | 75,872 | $3.89M | 0.14% | +38,153+101.2% | Added |
| Oxbow Advisors, LLC | 76,201 | $3.91M | 0.59% | +76,201 | New |
| Aquatic Capital Management LLC | 76,200 | $3.91M | 0.10% | −248,300−76.5% | Reduced |
| FourThought Financial Partners, LLC | 76,492 | $3.92M | 0.49% | −4,153−5.1% | Reduced |
| Edgewood Management LLC | 76,850 | $3.94M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 76,918 | $3.95M | 0.01% | −960,724−92.6% | Reduced |
| Sequoia Financial Advisors, LLC | 77,049 | $3.95M | 0.05% | +42,301+121.7% | Added |
| McGuire Investment Group, LLC | 77,163 | $3.96M | 0.66% | −29,484−27.6% | Reduced |
| Virtu Financial LLC | 77,192 | $3.96M | 0.31% | +77,192 | New |
| Gibraltar Capital Management, Inc. | 77,381 | $3.97M | 1.69% | −15,818−17.0% | Reduced |