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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 77,464 | $3.97M | 0.38% | +5,488+7.6% | Added |
| Apollon Wealth Management, LLC | 77,741 | $3.99M | 0.14% | +3,525+4.7% | Added |
| First Hawaiian Bank | 77,964 | $4.00M | 0.13% | +297+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 78,176 | $4.01M | 0.14% | −17,309−18.1% | Reduced |
| Haverford Trust Co | 78,241 | $4.01M | 0.04% | +1,518+2.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 78,261 | $4.02M | 2.98% | +2,794+3.7% | Added |
| Kinneret Advisory, LLC | 78,367 | $4.02M | 0.45% | −499−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 78,571 | $4.03M | 0.09% | +52+0.1% | Added |
| Aviance Capital Partners, LLC | 79,098 | $4.06M | 0.87% | −3,555−4.3% | Reduced |
| Vinva Investment Management Ltd | 79,675 | $4.08M | 0.28% | +2,352+3.0% | Added |
| London Co of Virginia | 80,476 | $4.13M | 0.02% | −3,776−4.5% | Reduced |
| Nomura Holdings Inc | 80,803 | $4.15M | 0.04% | +1,572+2.0% | Added |
| Principal Street Partners, LLC | 80,906 | $4.15M | 1.00% | +1,175+1.5% | Added |
| Hikari Tsushin, Inc. | 81,141 | $4.16M | 0.38% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 81,260 | $4.17M | 0.10% | −26,910−24.9% | Reduced |
| Geneos Wealth Management Inc. | 81,640 | $4.19M | 0.21% | −14,755−15.3% | Reduced |
| Motco | 81,715 | $4.19M | 0.27% | −19,606−19.4% | Reduced |
| First Citizens Bank & Trust Co | 81,973 | $4.21M | 0.08% | +72,741+787.9% | Added |
| Point72 Hong Kong Ltd | 81,996 | $4.21M | 0.26% | +81,996 | New |
| Salem Investment Counselors Inc | 82,613 | $4.24M | 0.15% | −20,105−19.6% | Reduced |
| Quantinno Capital Management LP | 82,669 | $4.24M | 0.15% | −36,287−30.5% | Reduced |
| Metropolitan Life Insurance Co | 82,824 | $4.25M | 0.20% | −3,611−4.2% | Reduced |
| Twin Capital Management Inc | 83,162 | $4.27M | 0.56% | +9,831+13.4% | Added |
| Stratos Wealth Advisors, LLC | 83,191 | $4.27M | 0.25% | −3,440−4.0% | Reduced |
| Everence Capital Management Inc | 83,350 | $4.28M | 0.31% | +14,424+20.9% | Added |
| Welch Group, LLC | 83,550 | $4.29M | 0.23% | −4,323−4.9% | Reduced |
| Aaron Wealth Advisors | 83,732 | $4.30M | 0.71% | −50,349−37.6% | Reduced |
| Woodstock Corp | 84,111 | $4.32M | 0.50% | −16,958−16.8% | Reduced |
| Patten & Patten Inc | 84,710 | $4.35M | 0.36% | −18,317−17.8% | Reduced |
| Scott & Selber, Inc. | 84,720 | $4.35M | 1.63% | −6,638−7.3% | Reduced |
| Ally Financial Inc. | 85,000 | $4.36M | 0.57% | +19,000+28.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 85,150 | $4.37M | 0.51% | +85,150 | New |
| Wasatch Advisors Inc | 87,375 | $4.48M | 0.02% | +3,500+4.2% | Added |
| Hoylecohen, LLC | 87,465 | $4.49M | 0.37% | −20,396−18.9% | Reduced |
| Griffin Asset Management, Inc. | 87,693 | $4.50M | 0.57% | −20,170−18.7% | Reduced |
| HealthInvest Partners AB | 88,000 | $4.52M | 3.53% | +88,000 | New |
| Venture Visionary Partners LLC | 88,010 | $4.52M | 0.24% | +19,002+27.5% | Added |
| RSM US Wealth Management LLC | 88,442 | $4.54M | 0.12% | +2,492+2.9% | Added |
| CX Institutional | 88,573 | $4.54M | 0.24% | +28,749+48.1% | Added |
| Equitable Holdings, Inc. | 89,015 | $4.57M | 0.06% | +8,390+10.4% | Added |
| Trustmark National Bank Trust Department | 90,039 | $4.62M | 0.42% | +19,956+28.5% | Added |
| Wright Investors Service Inc | 91,200 | $4.68M | 1.32% | −11,837−11.5% | Reduced |
| Advisors Asset Management, Inc. | 91,629 | $4.70M | 0.10% | +20,989+29.7% | Added |
| Shorepoint Capital Partners LLC | 91,640 | $4.70M | 1.26% | +5,849+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 91,706 | $4.71M | 0.15% | −2,666−2.8% | Reduced |
| Edentree Asset Management Ltd | 92,450 | $4.74M | 1.47% | +3,000+3.4% | Added |
| Edgestream Partners, L.P. | 92,707 | $4.76M | 0.34% | +35,655+62.5% | Added |
| First Horizon Advisors, Inc. | 93,408 | $4.79M | 0.16% | +2,075+2.3% | Added |
| Boston Private Wealth LLC | 93,443 | $4.79M | 0.12% | +367+0.4% | Added |
| Verition Fund Management LLC | 93,638 | $4.80M | 0.05% | +42,457+83.0% | Added |
| Employees Retirement System of Texas | 93,902 | $4.82M | 0.06% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 93,905 | $4.82M | 0.47% | +93,905 | New |
| Integrated Wealth Concepts LLC | 93,936 | $4.82M | 0.08% | +43,939+87.9% | Added |
| Osborne Partners Capital Management, LLC | 93,990 | $4.82M | 0.32% | 00.0% | Unchanged |
| Toroso Investments, LLC | 94,730 | $4.86M | 0.12% | +24,089+34.1% | Added |
| Advanced Asset Management Advisors Inc | 94,800 | $4.86M | 1.16% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 96,216 | $4.94M | 0.07% | −7,111−6.9% | Reduced |
| Flputnam Investment Management Co | 96,506 | $4.95M | 0.12% | +11,352+13.3% | Added |
| Banque Pictet & Cie SA | 97,367 | $5.00M | 0.06% | +56,157+136.3% | Added |
| Brown Brothers Harriman & Co | 97,850 | $5.02M | 0.04% | −2,267−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 98,178 | $5.04M | 0.24% | −9,562−8.9% | Reduced |
| Assenagon Asset Management S.A. | 98,394 | $5.05M | 0.02% | +3,313+3.5% | Added |
| PGGM Investments | 98,409 | $5.05M | 0.08% | +98,409 | New |
| NBT Bank N A | 98,608 | $5.06M | 0.40% | −495−0.5% | Reduced |
| Cypress Capital Group | 99,248 | $5.09M | 0.66% | +1,126+1.1% | Added |
| Moors & Cabot, Inc. | 99,312 | $5.10M | 0.32% | −7,082−6.7% | Reduced |
| Glenview Trust Co | 99,556 | $5.11M | 0.13% | −10,338−9.4% | Reduced |
| Romano Brothers and Company | 99,549 | $5.11M | 0.76% | −12,716−11.3% | Reduced |
| Viking Fund Management LLC | 100,000 | $5.13M | 1.00% | +12,000+13.6% | Added |
| Parkman Healthcare Partners LLC | 100,000 | $5.13M | 0.73% | +100,000 | New |
| Cornerstone Advisors, LLC | 100,400 | $5.15M | 0.23% | −35,100−25.9% | Reduced |
| ExodusPoint Capital Management, LP | 101,652 | $5.22M | 0.06% | +43,255+74.1% | Added |
| Strategic Global Advisors, LLC | 102,075 | $5.24M | 1.20% | −70,391−40.8% | Reduced |
| TrimTabs Asset Management, LLC | 102,310 | $5.25M | 1.52% | +67,856+196.9% | Added |
| Signaturefd, LLC | 102,505 | $5.26M | 0.12% | −3,481−3.3% | Reduced |
| Searle & Co. | 104,081 | $5.34M | 1.46% | +11,048+11.9% | Added |
| Groupama Asset Managment | 104,297 | $5.35M | 0.14% | +104,297 | New |
| XML Financial, LLC | 104,353 | $5.35M | 0.56% | +1,943+1.9% | Added |
| Stephens Inc | 104,416 | $5.36M | 0.09% | −4,509−4.1% | Reduced |
| Bayesian Capital Management, LP | 104,800 | $5.38M | 0.57% | +104,800 | New |
| Raymond James Trust N.A. | 105,243 | $5.40M | 0.14% | −21,856−17.2% | Reduced |
| Loomis Sayles & Co L P | 105,942 | $5.44M | 0.01% | +49,458+87.6% | Added |
| MBB Public Markets I LLC | 106,033 | $5.44M | 0.34% | +106,033 | New |
| Ostrum Asset Management | 106,365 | $5.46M | 0.47% | +6,122+6.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 107,068 | $5.49M | 0.52% | +1,962+1.9% | Added |
| Banque Cantonale Vaudoise | 107,246 | $5.50M | 0.24% | −13,462−11.2% | Reduced |
| Argent Trust Co | 107,367 | $5.51M | 0.27% | +1,107+1.0% | Added |
| Quantbot Technologies LP | 107,951 | $5.54M | 0.32% | +31,818+41.8% | Added |
| Ci Investments Inc. | 108,212 | $5.55M | 0.03% | −45,454−29.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 108,293 | $5.56M | 0.08% | −28,842−21.0% | Reduced |
| Poehling Capital Management, LLC | 88,812 | $5.56M | 1.76% | −165−0.2% | Reduced |
| Grassi Investment Management | 108,860 | $5.59M | 0.59% | +300+0.3% | Added |
| Sandy Spring Bank | 109,212 | $5.60M | 0.28% | −9,726−8.2% | Reduced |
| New Mexico Educational Retirement Board | 109,334 | $5.61M | 0.22% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 109,471 | $5.62M | 0.46% | −45,082−29.2% | Reduced |
| Brookstone Capital Management | 110,019 | $5.65M | 0.11% | +14,516+15.2% | Added |
| Westpac Banking Corp | 110,130 | $5.65M | 0.47% | −5,041−4.4% | Reduced |
| Advocate Group LLC | 110,227 | $5.66M | 1.21% | +5,664+5.4% | Added |
| Two Sigma Securities, LLC | 110,973 | $5.69M | 0.26% | −212,599−65.7% | Reduced |
| Bogart Wealth, LLC | 111,074 | $5.70M | 0.32% | +20,789+23.0% | Added |