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; 2,530 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| First Pacific Financial | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $25.7K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 511 | $26.2K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 517 | $26.5K | 0.02% | +114+28.3% | Added |
| Avalon Trust Co | 521 | $26.7K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 523 | $26.8K | 0.02% | +523 | New |
| Blue Bell Private Wealth Management, LLC | 525 | $26.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 525 | $27.0K | 0.03% | −14−2.6% | Reduced |
| Hoese & Co LLP | 558 | $27.6K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 586 | $30.1K | 0.00% | +33+6.0% | Added |
| DAGCO, Inc. | 590 | $30.3K | 0.03% | −12,873−95.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 590 | $30.3K | 0.03% | +590 | New |
| Provenance Wealth Advisors, LLC | 597 | $30.6K | 0.00% | −15,342−96.3% | Reduced |
| WFA Asset Management Corp | 627 | $32.2K | 0.02% | −350−35.8% | Reduced |
| Rise Advisors, LLC | 632 | $32.4K | 0.02% | +7+1.1% | Added |
| Rockbridge Investment Management, LCC | 644 | $33.0K | 0.01% | +644 | New |
| Mascoma Wealth Management LLC | 646 | $33.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 646 | $33.2K | 0.01% | +646 | New |
| Goodman Advisory Group, LLC | 647 | $33.2K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 666 | $34.2K | 0.01% | +666 | New |
| HighMark Wealth Management LLC | 678 | $34.8K | 0.03% | −27−3.8% | Reduced |
| GW&K Investment Management, LLC | 683 | $35.0K | 0.00% | −37−5.1% | Reduced |
| Abound Wealth Management | 693 | $35.6K | 0.01% | +243+54.0% | Added |
| Canton Hathaway, LLC | 695 | $36.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 715 | $36.7K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 764 | $39.2K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 679 | $39.4K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 772 | $39.6K | 0.01% | +772 | New |
| Wetzel Investment Advisors, Inc. | 780 | $40.0K | 0.02% | +780 | New |
| Cornerstone Planning Group LLC | 780 | $40.0K | 0.01% | −77−9.0% | Reduced |
| Investors Research Corp | 787 | $40.4K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 788 | $40.4K | 0.04% | +788 | New |
| Fairman Group, LLC | 819 | $42.0K | 0.04% | +819 | New |
| Garner Asset Management Corp | 878 | $42.3K | 0.02% | +878 | New |
| Robbins Farley LLC | 841 | $43.2K | 0.03% | −19−2.2% | Reduced |
| SJS Investment Consulting Inc. | 851 | $43.7K | 0.01% | +7+0.8% | Added |
| Rakuten Securities, Inc. | 857 | $44.0K | 0.03% | +857 | New |
| TSFG, LLC | 852 | $44.0K | 0.01% | −43−4.8% | Reduced |
| CKW Financial Group | 850 | $44.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 862 | $44.2K | 0.00% | −44−4.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 866 | $44.4K | 0.02% | +866 | New |
| Bradley & Co. Private Wealth Management, LLC | 867 | $44.5K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 872 | $44.7K | 0.01% | −32−3.5% | Reduced |
| Venturi Wealth Management, LLC | 876 | $44.9K | 0.00% | +134+18.1% | Added |
| Studio Investment Management LLC | 892 | $45.8K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 900 | $46.2K | 0.01% | +900 | New |
| Accent Capital Management, LLC | 900 | $46.2K | 0.04% | +900 | New |
| Frazier Financial Advisors, LLC | 911 | $46.7K | 0.04% | +911 | New |
| Laffer Tengler Investments | 930 | $47.7K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 941 | $48.3K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 992 | $50.9K | 0.05% | +1+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,011 | $51.9K | 0.01% | +3+0.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,013 | $52.0K | 0.01% | −29−2.8% | Reduced |
| Arlington Trust Co LLC | 1,056 | $54.2K | 0.02% | +1,056 | New |
| Financial Perspectives, Inc | 1,066 | $54.7K | 0.02% | +233+28.0% | Added |
| Raffa Wealth Management, LLC | 1,093 | $56.1K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,093 | $56.1K | 0.02% | +1,093 | New |
| Founders Capital Management | 1,100 | $56.4K | 0.04% | +100+10.0% | Added |
| Operose Advisors LLC | 1,112 | $57.1K | 0.02% | −584−34.4% | Reduced |
| Essex Investment Management Co LLC | 1,120 | $57.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 1,120 | $57.5K | 0.03% | +1,120 | New |
| Wolff Wiese Magana LLC | 1,120 | $57.5K | 0.05% | −40−3.4% | Reduced |
| Davis Capital Management | 1,134 | $58.2K | 0.06% | +1,134 | New |
| MB, Levis & Associates, LLC | 1,141 | $58.6K | 0.03% | +8+0.7% | Added |
| Strategic Investment Solutions, Inc. | 1,155 | $59.3K | 0.01% | −66,465−98.3% | Reduced |
| DecisionPoint Financial, LLC | 1,157 | $59.4K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,170 | $60.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,179 | $60.5K | 0.00% | −125−9.6% | Reduced |
| Promethos Capital, LLC | 1,194 | $61.3K | 0.04% | +1,194 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $62.0K | 0.01% | −823−40.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $62.5K | 0.01% | +1,218 | New |
| Tradewinds Capital Management, LLC | 1,236 | $63.4K | 0.03% | +37+3.1% | Added |
| Albion Financial Group | 1,241 | $63.7K | 0.01% | +41+3.4% | Added |
| PrairieView Partners, LLC | 1,273 | $65.0K | 0.01% | +5+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $66.7K | 0.03% | +1,300 | New |
| Bell Investment Advisors, Inc | 1,301 | $66.8K | 0.01% | −314−19.4% | Reduced |
| Hobbs Group Advisors, LLC | 1,308 | $67.1K | 0.03% | +1,308 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,360 | $70.0K | 0.00% | −1,948−58.9% | Reduced |
| Tortoise Investment Management, LLC | 1,375 | $70.6K | 0.01% | −970−41.4% | Reduced |
| Carolinas Wealth Consulting LLC | 13,924 | $70.7K | 0.02% | −197−1.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $70.8K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,416 | $72.7K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,431 | $73.4K | 0.04% | +1,431 | New |
| Creative Capital Management Investments LLC | 1,450 | $74.4K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,510 | $77.0K | 0.03% | −2,950−66.1% | Reduced |
| Scarborough Advisors, LLC | 1,518 | $77.9K | 0.02% | +1,518 | New |
| Pittenger & Anderson Inc | 1,545 | $79.3K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,575 | $80.8K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 1,601 | $82.1K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,608 | $82.5K | 0.02% | +1,181+276.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,616 | $83.0K | 0.06% | −453−21.9% | Reduced |
| Tidemark, LLC | 1,630 | $83.6K | 0.05% | +1,630 | New |
| Sound Income Strategies, LLC | 1,639 | $84.1K | 0.01% | +672+69.5% | Added |
| EntryPoint Capital, LLC | 1,644 | $84.4K | 0.08% | +1,644 | New |
| Burkett Financial Services, LLC | 1,656 | $85.0K | 0.05% | +1,656 | New |
| Evergreen Private Wealth LLC | 1,692 | $86.8K | 0.05% | +1,692 | New |
| Core Alternative Capital | 1,692 | $86.8K | 0.01% | −2,088−55.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,694 | $86.9K | 0.04% | −937−35.6% | Reduced |
| Global Trust Asset Management, LLC | 1,751 | $89.8K | 0.04% | −2,329−57.1% | Reduced |
| Able Wealth Management LLC | 1,757 | $90.1K | 0.08% | +1,757 | New |