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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 185,850 | $9.54M | 0.04% | −92,216−33.2% | Reduced |
| Stonebridge Capital Advisors LLC | 187,018 | $9.60M | 0.96% | +8,822+5.0% | Added |
| UniSuper Management Pty Ltd | 187,525 | $9.62M | 0.11% | −15,095−7.4% | Reduced |
| Atria Wealth Solutions, Inc. | 187,645 | $9.63M | 0.12% | −7,494−3.8% | Reduced |
| APG Asset Management US Inc. | 189,274 | $9.71M | 0.06% | +189,274 | New |
| Daiwa Securities Group Inc. | 190,525 | $9.78M | 0.06% | +12,160+6.8% | Added |
| Kestra Advisory Services, LLC | 191,195 | $9.81M | 0.08% | −286−0.1% | Reduced |
| Telos Capital Management, Inc. | 192,259 | $9.86M | 1.20% | −68,245−26.2% | Reduced |
| Oppenheimer & Co Inc | 192,330 | $9.87M | 0.18% | −15,254−7.3% | Reduced |
| United Capital Financial Advisers, LLC | 192,797 | $9.89M | 0.08% | −273,772−58.7% | Reduced |
| Walleye Trading LLC | 194,664 | $9.99M | 0.15% | −119,191−38.0% | Reduced |
| Jefferies Financial Group Inc. | 195,639 | $10.0M | 0.16% | +65,723+50.6% | Added |
| Northwestern Mutual Wealth Management Co | 196,817 | $10.1M | 0.01% | −23,069−10.5% | Reduced |
| Stratos Wealth Partners, LTD. | 199,831 | $10.3M | 0.19% | −6,186−3.0% | Reduced |
| Hyman Charles D | 202,424 | $10.4M | 0.62% | −15,245−7.0% | Reduced |
| Huntington National Bank | 203,341 | $10.4M | 0.09% | −14,911−6.8% | Reduced |
| Nepsis, Inc. | 206,182 | $10.6M | 3.01% | −31,894−13.4% | Reduced |
| CIBC Private Wealth Group, LLC | 206,405 | $10.6M | 0.02% | −8,052−3.8% | Reduced |
| Investment Management Corp of Ontario | 206,717 | $10.6M | 0.26% | +64,956+45.8% | Added |
| Capital International Ltd | 207,791 | $10.7M | 0.55% | −5,352−2.5% | Reduced |
| Busey Wealth Management | 207,890 | $10.7M | 0.41% | −16,850−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,201 | $10.7M | 0.14% | +96,329+86.1% | Added |
| Colony Group, LLC | 208,811 | $10.7M | 0.14% | +208,811 | New |
| Partners Capital Investment Group, LLP | 209,278 | $10.7M | 0.24% | +58,923+39.2% | Added |
| Cetera Advisor Networks LLC | 210,187 | $10.8M | 0.06% | −26,837−11.3% | Reduced |
| Community Bank, N.A. | 211,655 | $10.9M | 1.42% | +4,217+2.0% | Added |
| Thrivent Financial for Lutherans | 212,263 | $10.9M | 0.02% | −39,279−15.6% | Reduced |
| First National Trust Co | 212,507 | $10.9M | 0.48% | −37,295−14.9% | Reduced |
| Mayflower Financial Advisors, LLC | 213,383 | $10.9M | 1.51% | −1,477−0.7% | Reduced |
| Rafferty Asset Management, LLC | 215,261 | $11.0M | 0.05% | −8,779−3.9% | Reduced |
| Evergreen Capital Management LLC | 219,803 | $11.3M | 0.46% | +18,043+8.9% | Added |
| HRT Financial LP | 221,739 | $11.4M | 0.08% | +221,739 | New |
| Fiduciary Trust Co | 222,208 | $11.4M | 0.19% | +30,257+15.8% | Added |
| Fisher Asset Management, LLC | 223,431 | $11.5M | 0.01% | +126,122+129.6% | Added |
| Brown Advisory Inc | 224,448 | $11.5M | 0.02% | −17,057−7.1% | Reduced |
| Pathstone Holdings, LLC | 224,734 | $11.6M | 0.06% | +224,734 | New |
| Unigestion Holding SA | 226,859 | $11.6M | 0.64% | −251,230−52.5% | Reduced |
| Circle Wealth Management, LLC | 226,829 | $11.6M | 0.30% | −38,472−14.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 226,857 | $11.6M | 0.10% | +132,506+140.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 229,412 | $11.8M | 0.15% | +1090.0% | Added |
| First Trust Investment Solutions L.P. | 232,605 | $11.9M | 2.49% | +232,605 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 234,174 | $12.0M | 0.93% | +234,174 | New |
| Tamar Securities, LLC | 234,409 | $12.0M | 2.36% | +27,758+13.4% | Added |
| Scotia Capital Inc. | 236,724 | $12.1M | 0.08% | +77,471+48.6% | Added |
| GAM Holding AG | 237,813 | $12.2M | 0.91% | +127,363+115.3% | Added |
| British Columbia Investment Management Corp | 240,472 | $12.3M | 0.10% | +49,446+25.9% | Added |
| Terril Brothers, Inc. | 247,113 | $12.7M | 4.49% | −1,806−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 248,216 | $12.7M | 0.97% | −62,882−20.2% | Reduced |
| Alaska Permanent Fund Corp | 249,206 | $12.8M | 0.21% | −45,855−15.5% | Reduced |
| Davidson Investment Advisors | 251,510 | $12.9M | 0.74% | −6,435−2.5% | Reduced |
| Regions Financial Corp | 251,682 | $12.9M | 0.11% | −23,977−8.7% | Reduced |
| Federated Hermes, Inc. | 256,375 | $13.2M | 0.03% | −778,548−75.2% | Reduced |
| Prudential PLC | 257,629 | $13.2M | 0.14% | +40,810+18.8% | Added |
| Close Asset Management Ltd | 258,334 | $13.3M | 0.55% | −50,478−16.3% | Reduced |
| Gotham Asset Management, LLC | 259,150 | $13.3M | 0.25% | +51,745+24.9% | Added |
| Nissay Asset Management Corp | 260,368 | $13.4M | 0.11% | +8,757+3.5% | Added |
| Yousif Capital Management, LLC | 261,106 | $13.4M | 0.16% | −19,824−7.1% | Reduced |
| Tredje AP-fonden | 262,381 | $13.5M | 0.17% | −241,960−48.0% | Reduced |
| GTS Securities LLC | 262,580 | $13.5M | 0.29% | +154,833+143.7% | Added |
| Synovus Financial Corp | 262,780 | $13.5M | 0.19% | −72,593−21.6% | Reduced |
| Capital Investment Advisors, LLC | 263,756 | $13.5M | 0.34% | −18,090−6.4% | Reduced |
| Private Advisor Group, LLC | 264,808 | $13.6M | 0.11% | −13,175−4.7% | Reduced |
| Pinnacle Associates Ltd | 266,041 | $13.7M | 0.23% | −144,388−35.2% | Reduced |
| Degroof Petercam Asset Management | 268,000 | $13.8M | 0.18% | +268,000 | New |
| Kornitzer Capital Management Inc | 268,143 | $13.8M | 0.27% | +3,884+1.5% | Added |
| Wesbanco Bank Inc | 268,520 | $13.8M | 0.78% | −35,125−11.6% | Reduced |
| Achmea Investment Management B.V. | 270,320 | $13.9M | 0.29% | −130,743−32.6% | Reduced |
| Cannell Peter B & Co Inc | 274,317 | $14.1M | 0.45% | −25,073−8.4% | Reduced |
| Xponance, Inc. | 277,469 | $14.2M | 0.17% | +20,030+7.8% | Added |
| Tower Research Capital LLC (TRC) | 278,314 | $14.3M | 0.18% | +211,949+319.4% | Added |
| S&CO Inc | 279,270 | $14.3M | 1.10% | −44,297−13.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 280,510 | $14.4M | 0.23% | −99,303−26.1% | Reduced |
| Bartlett & Co. LLC | 280,510 | $14.4M | 0.23% | −99,303−26.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 280,687 | $14.4M | 0.23% | −40,307−12.6% | Reduced |
| LGT Group Foundation | 282,827 | $14.5M | 0.32% | −37,018−11.6% | Reduced |
| Mutual of America Capital Management LLC | 286,340 | $14.7M | 0.17% | −20,958−6.8% | Reduced |
| NewEdge Wealth, LLC | 290,639 | $14.9M | 0.38% | +273,220+1,568.5% | Added |
| Crossmark Global Holdings, Inc. | 291,200 | $14.9M | 0.31% | +50,406+20.9% | Added |
| Systematic Alpha Investments, LLC | 296,292 | $15.2M | 0.68% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 298,584 | $15.3M | 0.15% | −22,365−7.0% | Reduced |
| AE Wealth Management LLC | 308,360 | $15.3M | 0.08% | +51,796+20.2% | Added |
| MML Investors Services, LLC | 300,162 | $15.4M | 0.07% | −70,752−19.1% | Reduced |
| Public Employees Retirement Association of Colorado | 303,487 | $15.6M | 0.07% | −20,041−6.2% | Reduced |
| Madison Asset Management, LLC | 306,235 | $15.7M | 0.21% | −58,824−16.1% | Reduced |
| Beacon Pointe Advisors, LLC | 310,941 | $16.0M | 0.19% | −59,517−16.1% | Reduced |
| Dana Investment Advisors, Inc. | 313,056 | $16.1M | 0.78% | +93,221+42.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 315,274 | $16.2M | 0.34% | +221,628+236.7% | Added |
| Altrinsic Global Advisors LLC | 316,104 | $16.2M | 0.69% | −125,893−28.5% | Reduced |
| TD Waterhouse Canada Inc. | 286,430 | $16.2M | 0.15% | −95,438−25.0% | Reduced |
| Osher Van de Voorde Investment Management | 317,144 | $16.3M | 3.58% | +87,961+38.4% | Added |
| ProShare Advisors LLC | 319,685 | $16.4M | 0.05% | −3,746−1.2% | Reduced |
| Arnhold LLC | 319,803 | $16.4M | 1.83% | +64,533+25.3% | Added |
| New York Life Investment Management LLC | 329,274 | $16.9M | 0.17% | −5,546−1.7% | Reduced |
| Cresset Asset Management, LLC | 337,053 | $17.3M | 0.10% | −59,888−15.1% | Reduced |
| Creative Planning | 341,922 | $17.5M | 0.03% | −21,110−5.8% | Reduced |
| Grimes & Company, Inc. | 344,964 | $17.7M | 0.59% | +13,524+4.1% | Added |
| Oregon Public Employees Retirement Fund | 347,901 | $17.9M | 0.31% | −103,849−23.0% | Reduced |
| Capital International Sarl | 348,050 | $17.9M | 0.67% | +21,296+6.5% | Added |
| CIBC Asset Management Inc | 350,262 | $18.0M | 0.07% | −20,737−5.6% | Reduced |
| Acadian Asset Management LLC | 352,318 | $18.1M | 0.07% | −410,363−53.8% | Reduced |