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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 1,801 | $92.0K | 0.04% | +78+4.5% | Added |
| Coston, McIsaac & Partners | 1,841 | $94.0K | 0.03% | +22+1.2% | Added |
| Fairfield, Bush & Co. | 1,835 | $94.2K | 0.06% | +1,835 | New |
| McIlrath & Eck, LLC | 1,860 | $95.4K | 0.02% | −100−5.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,868 | $95.8K | 0.05% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,879 | $96.0K | 0.07% | +1,582+532.7% | Added |
| Cranbrook Wealth Management, LLC | 1,909 | $98.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 1,942 | $99.6K | 0.02% | +42+2.2% | Added |
| Abich Financial Wealth Management LLC | 1,944 | $99.7K | 0.10% | +1,944 | New |
| BKM Wealth Management, LLC | 1,961 | $100.6K | 0.04% | +1,961 | New |
| Arlington Partners LLC | 1,975 | $101.3K | 0.03% | +1,975 | New |
| Peoples Bank | 1,983 | $101.7K | 0.08% | +50+2.6% | Added |
| Financial Connections Group, Inc. | 2,000 | $102.0K | 0.07% | +2,000 | New |
| RFP Financial Group LLC | 1,998 | $102.5K | 0.04% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,000 | $102.6K | 0.10% | +2,000 | New |
| Mango Five Family, Inc. | 2,000 | $102.6K | 0.04% | +2,000 | New |
| Institutional & Family Asset Management, LLC | 2,035 | $104.4K | 0.02% | +404+24.8% | Added |
| HHM Wealth Advisors, LLC | 2,124 | $109.0K | 0.02% | −275−11.5% | Reduced |
| Byrne Asset Management LLC | 2,143 | $109.7K | 0.08% | −937−30.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,181 | $111.9K | 0.01% | −267−10.9% | Reduced |
| FSA Wealth Management LLC | 2,177 | $112.0K | 0.05% | +2,177 | New |
| Hillsdale Investment Management Inc. | 2,224 | $114.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,007 | $116.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,271 | $116.5K | 0.02% | −290−11.3% | Reduced |
| Rosenberg Matthew Hamilton | 2,284 | $117.2K | 0.04% | −282−11.0% | Reduced |
| Caption Management, LLC | 2,300 | $118.0K | 0.01% | −357,700−99.4% | Reduced |
| Itau Unibanco Holding S.A. | 2,388 | $122.5K | 0.00% | +628+35.7% | Added |
| West Branch Capital LLC | 2,395 | $122.9K | 0.06% | −1,519−38.8% | Reduced |
| MV Capital Management, Inc. | 2,414 | $123.9K | 0.02% | +77+3.3% | Added |
| Blue Chip Partners, Inc. | 2,441 | $125.3K | 0.01% | −132−5.1% | Reduced |
| TD Capital Management LLC | 2,446 | $125.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,475 | $127.0K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,479 | $127.2K | 0.06% | −395−13.7% | Reduced |
| Castleview Partners, LLC | 2,482 | $127.4K | 0.09% | +422+20.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,484 | $127.5K | 0.06% | +2,484 | New |
| Advantage Trust Co | 2,502 | $128.4K | 0.10% | +2,502 | New |
| Global Financial Private Client, LLC | 2,506 | $128.6K | 0.06% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,527 | $130.0K | 0.01% | +487+23.9% | Added |
| Orion Capital Management LLC | 2,550 | $130.8K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,561 | $131.4K | 0.01% | −2,054−44.5% | Reduced |
| Disciplined Equity Management, Inc. | 2,581 | $132.4K | 0.09% | +2,581 | New |
| Granite FO LLC | 2,596 | $133.2K | 0.09% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,603 | $133.6K | 0.20% | 00.0% | Unchanged |
| TFC Financial Management | 2,705 | $138.8K | 0.03% | −19−0.7% | Reduced |
| First Foundation Advisors | 2,722 | $139.7K | 0.01% | −4,545−62.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2,753 | $141.3K | 0.13% | +2,753 | New |
| Pacific Center for Financial Services | 2,757 | $141.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,761 | $141.7K | 0.05% | +247+9.8% | Added |
| Stephens Consulting, LLC | 2,796 | $143.5K | 0.05% | 00.0% | Unchanged |
| American National Bank | 2,800 | $143.7K | 0.02% | −2,874−50.7% | Reduced |
| Icon Wealth Advisors, LLC | 2,809 | $144.1K | 0.02% | +2,809 | New |
| Trust Co | 2,817 | $144.5K | 0.02% | −872−23.6% | Reduced |
| Hantz Financial Services, Inc. | 2,938 | $151.0K | 0.00% | −202−6.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,969 | $152.3K | 0.09% | 00.0% | Unchanged |
| AJOVista, LLC | 2,981 | $153.0K | 0.19% | +2,981 | New |
| Cassady Schiller Wealth Management, LLC | 2,993 | $153.6K | 0.08% | −307−9.3% | Reduced |
| Private Wealth Management Group, LLC | 3,009 | $154.4K | 0.08% | +3,009 | New |
| CVA Family Office, LLC | 3,050 | $156.5K | 0.03% | −507−14.3% | Reduced |
| Tower View Investment Management & Research LLC | 3,066 | $157.0K | 0.10% | −77−2.4% | Reduced |
| Beacon Capital Management, LLC | 2,774 | $161.0K | 0.05% | −294−9.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,255 | $167.0K | 0.04% | −115−3.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,296 | $169.1K | 0.07% | −424−11.4% | Reduced |
| Planning Capital Management Corp | 3,313 | $170.0K | 0.13% | +3,313 | New |
| West Oak Capital, LLC | 3,440 | $173.0K | 0.08% | −750−17.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,407 | $174.8K | 0.01% | −1,777−34.3% | Reduced |
| Missouri Trust & Investment Co | 3,435 | $176.3K | 0.07% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,489 | $179.0K | 0.11% | −145−4.0% | Reduced |
| JJJ Advisors Inc. | 3,610 | $185.2K | 0.04% | +708+24.4% | Added |
| Park Place Capital Corp | 3,656 | $187.6K | 0.07% | −1,767−32.6% | Reduced |
| Heritage Wealth Advisors | 3,666 | $188.1K | 0.01% | +1,287+54.1% | Added |
| Atlantic Trust, LLC | 3,668 | $188.2K | 0.05% | +12+0.3% | Added |
| ICA Group Wealth Management, LLC | 3,710 | $190.4K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,714 | $190.6K | 0.02% | +40+1.1% | Added |
| Private Ocean, LLC | 3,722 | $191.0K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 3,800 | $195.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,851 | $197.6K | 0.08% | +731+23.4% | Added |
| Tempus Wealth Planning, LLC | 3,900 | $200.1K | 0.09% | −13−0.3% | Reduced |
| XR Securities LLC | 3,902 | $200.2K | 0.06% | +3,902 | New |
| Firestone Capital Management | 3,903 | $200.2K | 0.06% | +6+0.2% | Added |
| Central Valley Advisors, LLC | 3,907 | $200.5K | 0.12% | +3,907 | New |
| Eagle Wealth Strategies LLC | 3,912 | $200.7K | 0.12% | +3,912 | New |
| McGowan Group Asset Management, Inc. | 3,916 | $200.9K | 0.03% | −164−4.0% | Reduced |
| Hartline Investment Corp | 3,918 | $201.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,925 | $201.4K | 0.08% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,927 | $201.5K | 0.03% | 00.0% | Unchanged |
| Truepoint, Inc. | 3,927 | $201.5K | 0.01% | +3,927 | New |
| S.A. Mason LLC | 3,930 | $201.7K | 0.14% | −999−20.3% | Reduced |
| Aua Capital Management, LLC | 3,937 | $202.0K | 0.13% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 3,938 | $202.1K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,951 | $202.7K | 0.16% | +3,951 | New |
| Hendershot Investments Inc. | 3,958 | $203.1K | 0.03% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,963 | $203.4K | 0.02% | −540−12.0% | Reduced |
| Raleigh Capital Management Inc. | 3,966 | $203.5K | 0.09% | +2,580+186.1% | Added |
| Sage Rhino Capital LLC | 3,970 | $203.7K | 0.05% | −187−4.5% | Reduced |
| Connecticut Wealth Management, LLC | 3,978 | $204.1K | 0.01% | −159−3.8% | Reduced |
| Financial Advisors, LLC | 3,979 | $204.2K | 0.05% | +522+15.1% | Added |
| Novare Capital Management LLC | 3,980 | $204.2K | 0.02% | −500−11.2% | Reduced |
| ORG Partners LLC | 3,982 | $204.3K | 0.03% | −4,420−52.6% | Reduced |
| Guardian Asset Advisors, LLC | 3,982 | $204.4K | 0.19% | +3,982 | New |
| First Business Financial Services, Inc. | 3,998 | $205.1K | 0.02% | −700−14.9% | Reduced |