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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 111,950 | $5.74M | 0.13% | −233,938−67.6% | Reduced |
| Silvercrest Asset Management Group LLC | 112,157 | $5.75M | 0.04% | −1,055−0.9% | Reduced |
| TownSquare Capital, LLC | 112,656 | $5.78M | 0.10% | +8,630+8.3% | Added |
| WealthTrust Axiom LLC | 112,935 | $5.79M | 1.94% | −389−0.3% | Reduced |
| Marathon Capital Management | 114,134 | $5.86M | 1.47% | −6,593−5.5% | Reduced |
| Cullinan Associates Inc | 114,284 | $5.86M | 0.33% | −26,085−18.6% | Reduced |
| HGK Asset Management Inc | 115,796 | $5.94M | 1.38% | +15,983+16.0% | Added |
| Umb Bank N A | 115,968 | $5.95M | 0.09% | −21,688−15.8% | Reduced |
| Edgar Lomax Co | 116,262 | $5.97M | 0.39% | −5,285−4.3% | Reduced |
| Bokf, NA | 116,527 | $5.98M | 0.12% | −11,719−9.1% | Reduced |
| Gamco Investors, Inc. Et Al | 118,522 | $6.08M | 0.06% | −4,417−3.6% | Reduced |
| Metis Global Partners, LLC | 119,251 | $6.12M | 0.24% | +17,479+17.2% | Added |
| Johnson Investment Counsel Inc | 119,461 | $6.13M | 0.07% | −8,253−6.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 119,525 | $6.13M | 0.10% | −27,401−18.6% | Reduced |
| Modera Wealth Management, LLC | 119,724 | $6.14M | 0.10% | −45,589−27.6% | Reduced |
| Canal Insurance CO | 120,000 | $6.16M | 1.71% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 120,226 | $6.17M | 0.22% | −35,760−22.9% | Reduced |
| Tiaa Trust, National Association | 121,419 | $6.23M | 0.02% | −16,808−12.2% | Reduced |
| Cetera Advisors LLC | 121,611 | $6.24M | 0.09% | +5,423+4.7% | Added |
| Tocqueville Asset Management L.P. | 121,641 | $6.24M | 0.11% | −272,000−69.1% | Reduced |
| GWM Advisors LLC | 123,666 | $6.30M | 0.06% | −71,387−36.6% | Reduced |
| Atria Investments LLC | 122,568 | $6.30M | 0.10% | −21,995−15.2% | Reduced |
| Louisiana State Employees Retirement System | 123,000 | $6.31M | 0.13% | −6,400−4.9% | Reduced |
| Keystone Financial Planning, Inc. | 123,069 | $6.31M | 2.09% | +7,640+6.6% | Added |
| Parsons Capital Management Inc | 125,328 | $6.43M | 0.46% | −354−0.3% | Reduced |
| Biondo Investment Advisors, LLC | 125,380 | $6.43M | 1.09% | −260−0.2% | Reduced |
| Bollard Group LLC | 125,977 | $6.46M | 0.22% | −31,232−19.9% | Reduced |
| Clearbridge Investments, LLC | 125,980 | $6.46M | 0.01% | +13,534+12.0% | Added |
| HM Payson & Co | 125,993 | $6.46M | 0.13% | −90,270−41.7% | Reduced |
| Shelton Capital Management | 126,053 | $6.47M | 0.21% | −8,753−6.5% | Reduced |
| Mengis Capital Management, Inc. | 126,457 | $6.49M | 1.22% | −5,598−4.2% | Reduced |
| American Assets Investment Management, LLC | 127,000 | $6.52M | 0.67% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 127,011 | $6.52M | 0.29% | −3,351−2.6% | Reduced |
| Jacobs & Co | 127,314 | $6.53M | 0.74% | +907+0.7% | Added |
| Securian Asset Management, Inc | 128,867 | $6.61M | 0.19% | −21,050−14.0% | Reduced |
| Muhlenkamp & Co Inc | 131,760 | $6.76M | 2.21% | +2,028+1.6% | Added |
| Lido Advisors, LLC | 132,078 | $6.78M | 0.07% | +20,687+18.6% | Added |
| California First Leasing Corp | 132,800 | $6.81M | 3.62% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 134,163 | $6.88M | 0.09% | −76,610−36.3% | Reduced |
| Seven Eight Capital, LP | 134,432 | $6.90M | 0.80% | +80,225+148.0% | Added |
| Tufton Capital Management | 134,548 | $6.90M | 1.45% | −5,788−4.1% | Reduced |
| Redwood Investment Management, LLC | 135,558 | $6.96M | 0.64% | +126,893+1,464.4% | Added |
| Northern Oak Wealth Management Inc | 135,554 | $6.96M | 0.83% | −6,682−4.7% | Reduced |
| Welch & Forbes LLC | 135,704 | $6.96M | 0.11% | −14,928−9.9% | Reduced |
| Wealthfront Advisers LLC | 136,464 | $7.00M | 0.03% | −6,593−4.6% | Reduced |
| Bessemer Group Inc | 136,780 | $7.02M | 0.01% | +42,674+45.3% | Added |
| Hartford Investment Management Co | 136,960 | $7.03M | 0.26% | −6,661−4.6% | Reduced |
| Advisors Capital Management, LLC | 137,701 | $7.07M | 0.14% | −3,649−2.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 138,626 | $7.11M | 0.03% | +61,119+78.9% | Added |
| Goelzer Investment Management, Inc. | 138,725 | $7.12M | 0.46% | −617−0.4% | Reduced |
| Cutter Capital Management, LP | 140,000 | $7.18M | 3.43% | +140,000 | New |
| Baader Bank INC | 142,025 | $7.25M | 0.62% | +2,961+2.1% | Added |
| JustInvest LLC | 141,369 | $7.25M | 0.19% | +47,067+49.9% | Added |
| Heritage Investors Management Corp | 145,327 | $7.46M | 0.28% | −2,022−1.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 145,707 | $7.48M | 1.42% | −15,685−9.7% | Reduced |
| Forbes J M & Co LLP | 145,859 | $7.48M | 0.87% | +956+0.7% | Added |
| Claret Asset Management Corp | 146,064 | $7.50M | 1.34% | +11,839+8.8% | Added |
| Erste Asset Management GmbH | 148,942 | $7.63M | 0.11% | +4,798+3.3% | Added |
| Financial Counselors Inc | 148,845 | $7.64M | 0.14% | −3,386−2.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 149,699 | $7.68M | 0.81% | −155,746−51.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 149,969 | $7.69M | 0.29% | −12,082−7.5% | Reduced |
| Kestra Private Wealth Services, LLC | 152,909 | $7.85M | 0.20% | +13,098+9.4% | Added |
| Farmers & Merchants Investments Inc | 153,705 | $7.89M | 0.29% | +82+0.1% | Added |
| F&V Capital Management, LLC | 153,823 | $7.89M | 2.53% | +220+0.1% | Added |
| Putnam Investments LLC | 153,936 | $7.90M | 0.01% | +33,024+27.3% | Added |
| Assetmark, Inc | 155,684 | $7.99M | 0.03% | +15,329+10.9% | Added |
| Natixis | 158,441 | $8.13M | 0.06% | +158,441 | New |
| Thompson Siegel & Walmsley LLC | 158,454 | $8.13M | 0.13% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 158,348 | $8.13M | 0.37% | −19,731−11.1% | Reduced |
| Maryland State Retirement & Pension System | 158,516 | $8.13M | 0.17% | −3,406−2.1% | Reduced |
| Belpointe Asset Management LLC | 158,622 | $8.14M | 0.71% | −3,335−2.1% | Reduced |
| Cetera Investment Advisers | 158,699 | $8.14M | 0.07% | +19,651+14.1% | Added |
| FORA Capital, LLC | 158,843 | $8.15M | 0.70% | +122,679+339.2% | Added |
| Transcend Wealth Collective, LLC | 161,567 | $8.29M | 0.74% | +37,853+30.6% | Added |
| Kentucky Retirement Systems | 162,802 | $8.35M | 0.26% | −6,633−3.9% | Reduced |
| National Asset Management, Inc. | 163,401 | $8.38M | 0.23% | −22,462−12.1% | Reduced |
| BancorpSouth Bank | 164,869 | $8.46M | 0.69% | +45,053+37.6% | Added |
| Northwest & Ethical Investments L.P. | 165,109 | $8.47M | 0.26% | −75,784−31.5% | Reduced |
| Kingsview Wealth Management, LLC | 166,362 | $8.54M | 0.25% | +101,010+154.6% | Added |
| Bourne Lent Asset Management Inc | 168,257 | $8.63M | 3.50% | −16,734−9.0% | Reduced |
| Vestcor Inc | 168,274 | $8.63M | 0.29% | −486−0.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 168,396 | $8.64M | 1.71% | −6,124−3.5% | Reduced |
| Rockland Trust Co | 169,297 | $8.69M | 0.48% | +34,311+25.4% | Added |
| Old National Bancorp | 170,019 | $8.72M | 0.23% | +476+0.3% | Added |
| CIBC World Markets Inc. | 171,003 | $8.77M | 0.02% | −45,766−21.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 171,226 | $8.79M | 0.84% | +88,111+106.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $8.82M | 0.12% | 00.0% | Unchanged |
| South Dakota Investment Council | 172,375 | $8.85M | 0.19% | −5,600−3.1% | Reduced |
| Empowered Funds, LLC | 172,634 | $8.86M | 0.22% | +78,822+84.0% | Added |
| Gulf International Bank (UK) Ltd | 172,691 | $8.86M | 0.25% | −19,652−10.2% | Reduced |
| Jump Financial, LLC | 173,745 | $8.91M | 0.29% | +154,886+821.3% | Added |
| Adams Asset Advisors, LLC | 176,253 | $9.04M | 1.22% | +170,753+3,104.6% | Added |
| Varma Mutual Pension Insurance Co | 176,500 | $9.06M | 0.10% | +176,500 | New |
| Associated Banc-Corp | 177,847 | $9.13M | 0.32% | −11,392−6.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 178,137 | $9.14M | 0.29% | +7,617+4.5% | Added |
| Central Trust Co | 178,758 | $9.17M | 0.24% | −24,390−12.0% | Reduced |
| Skylands Capital, LLC | 179,025 | $9.19M | 1.35% | −17,875−9.1% | Reduced |
| Elo Mutual Pension Insurance Co | 182,392 | $9.36M | 0.25% | +6,559+3.7% | Added |
| Capital Management Corp | 183,078 | $9.39M | 1.85% | −32,528−15.1% | Reduced |
| Ethic Inc. | 184,859 | $9.49M | 0.28% | +9,174+5.2% | Added |