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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 352,296 | $18.1M | 0.31% | +97,184+38.1% | Added |
| Utah Retirement Systems | 353,230 | $18.1M | 0.23% | −9,200−2.5% | Reduced |
| Czech National Bank | 356,435 | $18.3M | 0.26% | −8,713−2.4% | Reduced |
| USS Investment Management Ltd | 356,961 | $18.3M | 0.16% | −77,621−17.9% | Reduced |
| River Road Asset Management, LLC | 358,076 | $18.4M | 0.26% | −8,526−2.3% | Reduced |
| Cambridge Trust Co | 358,307 | $18.4M | 0.77% | −84,966−19.2% | Reduced |
| John G Ullman & Associates Inc | 360,781 | $18.5M | 2.94% | +5,652+1.6% | Added |
| Penn Davis McFarland Inc | 363,300 | $18.6M | 3.17% | −7,359−2.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 347,649 | $18.8M | 0.26% | +347,649 | New |
| Westwood Holdings Group Inc. | 366,246 | $18.8M | 0.16% | +52,337+16.7% | Added |
| Kames Capital plc | 367,498 | $18.8M | 0.30% | +367,498 | New |
| Blackhill Capital Inc | 371,264 | $19.0M | 1.53% | −28,600−7.2% | Reduced |
| Sector Gamma AS | 374,687 | $19.2M | 4.66% | −297,093−44.2% | Reduced |
| Oppenheimer Asset Management Inc. | 375,630 | $19.3M | 0.27% | +5,350+1.4% | Added |
| Cerity Partners LLC | 375,692 | $19.3M | 0.06% | +54,351+16.9% | Added |
| Banco Santander, S.A. | 382,086 | $19.6M | 0.23% | +45,705+13.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 387,028 | $19.9M | 0.06% | −68,850−15.1% | Reduced |
| Intech Investment Management LLC | 389,875 | $20.0M | 0.29% | −283,629−42.1% | Reduced |
| KLCM Advisors, Inc. | 390,691 | $20.0M | 3.10% | +76,740+24.4% | Added |
| Quintet Private Bank (Europe) S.A. | 397,209 | $20.4M | 1.27% | +14,244+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 414,539 | $21.3M | 0.04% | −48,525−10.5% | Reduced |
| Compass Rose Asset Management, LP | 420,000 | $21.6M | 28.59% | +420,000 | New |
| Texas Permanent School Fund | 420,114 | $21.6M | 0.19% | −11,545−2.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 423,824 | $21.7M | 0.85% | −14,923−3.4% | Reduced |
| Ingalls & Snyder LLC | 432,067 | $22.2M | 1.01% | −51,879−10.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 432,361 | $22.2M | 0.09% | −37,023−7.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 435,217 | $22.3M | 0.13% | +1,423+0.3% | Added |
| TCTC Holdings, LLC | 439,635 | $22.6M | 0.82% | +1,116+0.3% | Added |
| Chiron Capital Management, LLC | 444,615 | $22.8M | 19.85% | −25,095−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 445,586 | $22.9M | 0.17% | +25,535+6.1% | Added |
| IFM Investors Pty Ltd | 446,644 | $22.9M | 0.28% | −2,297−0.5% | Reduced |
| EP Wealth Advisors, LLC | 449,695 | $23.1M | 0.29% | −101,485−18.4% | Reduced |
| Jupiter Asset Management Ltd | 450,028 | $23.1M | 0.23% | +450,028 | New |
| Edmond de Rothschild Holding S.A. | 451,867 | $23.2M | 0.42% | +15,822+3.6% | Added |
| Manning & Napier Group, LLC | 462,251 | $23.7M | 0.28% | −71,686−13.4% | Reduced |
| Gabelli Funds LLC | 463,695 | $23.8M | 0.18% | −1,215−0.3% | Reduced |
| Mercer Global Advisors Inc | 467,747 | $24.0M | 0.07% | +1,082+0.2% | Added |
| QRG Capital Management, Inc. | 471,342 | $24.2M | 0.36% | −52,424−10.0% | Reduced |
| Janus Henderson Group PLC | 484,804 | $24.9M | 0.01% | −52,839−9.8% | Reduced |
| ING Groep NV | 488,072 | $25.0M | 0.20% | +253,553+108.1% | Added |
| CWM, LLC | 488,542 | $25.1M | 0.13% | −46,123−8.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 491,267 | $25.2M | 0.03% | +319,553+186.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 493,506 | $25.3M | 0.32% | +9,100+1.9% | Added |
| MetLife Investment Management | 493,989 | $25.3M | 0.18% | −23,014−4.5% | Reduced |
| Amalgamated Bank | 494,321 | $25.4M | 0.20% | −36,084−6.8% | Reduced |
| La Banque Postale Asset Management SA | 499,745 | $25.6M | 0.57% | −73,482−12.8% | Reduced |
| Seizert Capital Partners, LLC | 501,400 | $25.7M | 1.30% | −19,102−3.7% | Reduced |
| Captrust Financial Advisors | 511,306 | $26.2M | 0.09% | −56,523−10.0% | Reduced |
| American International Group, Inc. | 516,832 | $26.5M | 0.11% | −33,347−6.1% | Reduced |
| Forsta Ap-Fonden | 518,800 | $26.6M | 0.27% | −56,100−9.8% | Reduced |
| Commerce Bank | 526,392 | $27.0M | 0.19% | +98,784+23.1% | Added |
| Martingale Asset Management L P | 526,906 | $27.0M | 0.55% | −162,216−23.5% | Reduced |
| DnB Asset Management AS | 527,240 | $27.1M | 0.14% | −30,875−5.5% | Reduced |
| AMF Pensionsforsakring AB | 526,432 | $27.1M | 0.23% | −10,305−1.9% | Reduced |
| Tobam | 531,904 | $27.3M | 2.39% | −44,446−7.7% | Reduced |
| Teacher Retirement System of Texas | 533,463 | $27.4M | 0.19% | −91,387−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 533,667 | $27.4M | 0.05% | −183,760−25.6% | Reduced |
| Empire Life Investments Inc. | 533,864 | $27.4M | 1.77% | −285−0.1% | Reduced |
| Alps Advisors Inc | 537,191 | $27.6M | 0.22% | +430,928+405.5% | Added |
| Guggenheim Capital LLC | 539,373 | $27.7M | 0.21% | +29,111+5.7% | Added |
| Todd Asset Management LLC | 540,945 | $27.8M | 0.61% | −18,325−3.3% | Reduced |
| State of Alaska, Department of Revenue | 549,352 | $28.2M | 0.34% | −24,110−4.2% | Reduced |
| Vident Advisory, LLC | 549,994 | $28.2M | 0.71% | +55,897+11.3% | Added |
| Teachers Retirement System of the State of Kentucky | 558,467 | $28.7M | 0.27% | −11,262−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 559,661 | $28.7M | 0.20% | −46,526−7.7% | Reduced |
| Swiss Life Asset Management Ltd | 562,914 | $28.9M | 0.35% | +125,511+28.7% | Added |
| Gateway Investment Advisers LLC | 569,791 | $29.2M | 0.34% | −51,529−8.3% | Reduced |
| MAI Capital Management | 571,641 | $29.3M | 0.39% | +50,796+9.8% | Added |
| Arizona State Retirement System | 587,757 | $30.2M | 0.23% | −6,893−1.2% | Reduced |
| Natixis Advisors, L.P. | 588,221 | $30.2M | 0.08% | −251,441−29.9% | Reduced |
| Vaughan David Investments LLC | 589,305 | $30.2M | 0.83% | −23,497−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 590,621 | $30.3M | 0.36% | +145,607+32.7% | Added |
| Rockefeller Capital Management L.P. | 591,973 | $30.4M | 0.10% | −198,652−25.1% | Reduced |
| Agf Management Ltd | 594,920 | $30.5M | 0.18% | +7,904+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 595,357 | $30.5M | 0.13% | −47,727−7.4% | Reduced |
| Berkshire Asset Management LLC | 597,352 | $30.7M | 1.75% | −678−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 597,617 | $30.7M | 0.05% | −73,587−11.0% | Reduced |
| United Services Automobile Association | 598,432 | $30.7M | 0.68% | +542,253+965.2% | Added |
| Candriam Luxembourg S.C.A. | 598,677 | $30.7M | 0.21% | +186,370+45.2% | Added |
| Peapack Gladstone Financial Corp | 602,095 | $30.9M | 0.52% | −32,032−5.1% | Reduced |
| Donaldson Capital Management, LLC | 606,303 | $31.1M | 1.39% | −76,431−11.2% | Reduced |
| Old Republic International Corporation | 608,750 | $31.2M | 1.18% | −10,250−1.7% | Reduced |
| Meyer Handelman Co | 611,703 | $31.4M | 1.22% | −41,160−6.3% | Reduced |
| Mackenzie Financial Corp | 611,714 | $31.4M | 0.05% | +168,135+37.9% | Added |
| Illinois Municipal Retirement Fund | 614,981 | $31.6M | 0.53% | +75,592+14.0% | Added |
| Jacobs Levy Equity Management, Inc | 617,522 | $31.7M | 0.16% | −28,140−4.4% | Reduced |
| State of Michigan Retirement System | 624,333 | $32.0M | 0.19% | −709,100−53.2% | Reduced |
| STRS Ohio | 648,792 | $33.3M | 0.14% | −41,079−6.0% | Reduced |
| SEI Investments Co | 649,463 | $33.3M | 0.05% | −963−0.1% | Reduced |
| Fort Pitt Capital Group, LLC | 658,324 | $33.8M | 1.11% | −311,020−32.1% | Reduced |
| RNC Capital Management LLC | 659,202 | $33.8M | 2.03% | −157,502−19.3% | Reduced |
| Keybank National Association | 660,223 | $33.9M | 0.15% | −3,099−0.5% | Reduced |
| Calamos Advisors LLC | 673,769 | $34.6M | 0.18% | −6,333−0.9% | Reduced |
| Conning Inc. | 676,087 | $34.6M | 1.20% | +80,386+13.5% | Added |
| Saturna Capital CORP | 677,544 | $34.8M | 0.54% | −8,152−1.2% | Reduced |
| Oaktop Capital Management II, L.P. | 679,991 | $34.9M | 4.63% | 00.0% | Unchanged |
| Comerica Bank | 694,589 | $35.6M | 0.16% | −54,233−7.2% | Reduced |
| Birchview Capital, LP | 702,298 | $36.0M | 28.19% | −13,999−2.0% | Reduced |
| Bridgewater Associates, LP | 705,207 | $36.2M | 0.20% | −678,275−49.0% | Reduced |
| Capital Group Private Client Services, Inc. | 749,385 | $38.5M | 0.40% | −1,086,355−59.2% | Reduced |