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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 4,000 | $205.2K | 0.13% | −4,367−52.2% | Reduced |
| Winthrop Advisory Group LLC | 4,018 | $206.2K | 0.03% | −299−6.9% | Reduced |
| Parthenon LLC | 4,023 | $206.4K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 4,023 | $206.4K | 0.03% | −978−19.6% | Reduced |
| SOA Wealth Advisors, LLC. | 4,025 | $206.5K | 0.05% | −15−0.4% | Reduced |
| Zhang Financial LLC | 4,034 | $207.0K | 0.02% | −208−4.9% | Reduced |
| Sandy Cove Advisors, LLC | 4,048 | $207.7K | 0.11% | +173+4.5% | Added |
| Glen Eagle Advisors, LLC | 4,048 | $207.7K | 0.04% | −13−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 4,050 | $207.8K | 0.05% | −1,400−25.7% | Reduced |
| Nixon Peabody Trust Co | 4,054 | $208.0K | 0.02% | +4,054 | New |
| Premier Path Wealth Partners, LLC | 4,064 | $208.5K | 0.05% | +4,064 | New |
| Plato Investment Management Ltd | 4,083 | $209.5K | 0.26% | +4,083 | New |
| Wimmer Associates 1, LLC | 4,090 | $209.9K | 0.12% | −210−4.9% | Reduced |
| Lavaca Capital LLC | 4,100 | $210.4K | 0.13% | −120−2.8% | Reduced |
| Larson Financial Group LLC | 4,109 | $210.8K | 0.02% | −191−4.4% | Reduced |
| Ignite Planners, LLC | 4,002 | $211.1K | 0.06% | −2,144−34.9% | Reduced |
| Quantum Private Wealth, LLC | 4,124 | $211.6K | 0.09% | +500+13.8% | Added |
| Princeton Global Asset Management LLC | 4,125 | $211.7K | 0.05% | −34,599−89.3% | Reduced |
| Zions Bancorporation, N.A. | 4,137 | $212.3K | 0.01% | −29−0.7% | Reduced |
| Terry L. Blaker | 4,140 | $212.4K | 0.02% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,141 | $212.5K | 0.06% | +242+6.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,142 | $212.5K | 0.04% | −223−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 4,142 | $212.5K | 0.02% | +162+4.1% | Added |
| West Coast Financial LLC | 4,142 | $212.6K | 0.03% | +6+0.1% | Added |
| Accel Wealth Management | 4,146 | $212.7K | 0.11% | +467+12.7% | Added |
| WestHill Financial Advisors, Inc. | 4,148 | $212.8K | 0.06% | −46−1.1% | Reduced |
| Dechtman Wealth Management, LLC | 4,160 | $213.0K | 0.06% | +37+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,175 | $214.2K | 0.06% | −432−9.4% | Reduced |
| Clean Yield Group | 4,180 | $214.5K | 0.09% | 00.0% | Unchanged |
| MBL Wealth, LLC | 4,193 | $215.1K | 0.03% | +545+14.9% | Added |
| Agate Pass Investment Management, LLC | 4,200 | $215.5K | 0.12% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,200 | $215.5K | 0.10% | −222−5.0% | Reduced |
| Hourglass Capital, LLC | 4,213 | $216.2K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,214 | $216.2K | 0.11% | +4,214 | New |
| SignalPoint Asset Management, LLC | 4,236 | $217.0K | 0.06% | −141−3.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 4,247 | $217.9K | 0.01% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 4,250 | $218.1K | 0.03% | −330−7.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,267 | $218.9K | 0.14% | −338−7.3% | Reduced |
| BCS Wealth Management | 4,275 | $219.0K | 0.08% | +3+0.1% | Added |
| SC&H Financial Advisors, Inc. | 4,274 | $219.3K | 0.06% | −2,502−36.9% | Reduced |
| Abel Hall, LLC | 4,276 | $219.4K | 0.19% | +4,276 | New |
| Intrepid Financial Planning Group LLC | 4,281 | $219.6K | 0.11% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,281 | $219.7K | 0.05% | +56+1.3% | Added |
| Woodward Diversified Capital, LLC | 4,284 | $219.8K | 0.14% | −525−10.9% | Reduced |
| CAP Partners, LLC | 4,297 | $220.5K | 0.22% | +4,297 | New |
| Financial Security Advisor, Inc. | 4,298 | $220.5K | 0.09% | −19−0.4% | Reduced |
| Keb Asset Management, LLC | 4,300 | $220.6K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 4,300 | $221.0K | 0.06% | +33+0.8% | Added |
| Insight Advisors, LLC | 4,319 | $221.6K | 0.05% | −257−5.6% | Reduced |
| Tiemann Investment Advisors, LLC | 4,321 | $221.7K | 0.11% | −125−2.8% | Reduced |
| Riverview Trust Co | 4,329 | $222.1K | 0.23% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 4,329 | $222.1K | 0.22% | +4,329 | New |
| River Wealth Advisors LLC | 4,332 | $222.3K | 0.04% | −2,072−32.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,333 | $222.3K | 0.03% | −321−6.9% | Reduced |
| Fort, L.P. | 4,335 | $222.4K | 0.55% | +150+3.6% | Added |
| CMG Global Holdings, LLC | 4,499 | $222.4K | 0.16% | −100−2.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,343 | $222.6K | 0.01% | −969−18.2% | Reduced |
| Atlas Wealth LLC | 3,840 | $222.9K | 0.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,372 | $224.3K | 0.06% | +367+9.2% | Added |
| Bristlecone Advisors, LLC | 4,387 | $225.1K | 0.02% | −490−10.0% | Reduced |
| Scientech Research LLC | 4,393 | $225.3K | 0.22% | +4,393 | New |
| Authentikos Wealth Advisory, LLC | 4,400 | $225.8K | 0.24% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,400 | $225.8K | 0.06% | −1,100−20.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,412 | $226.4K | 0.04% | −344−7.2% | Reduced |
| Corundum Group, Inc. | 4,418 | $226.7K | 0.11% | −3,470−44.0% | Reduced |
| IFG Advisory, LLC | 4,418 | $226.7K | 0.02% | +12+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,422 | $226.9K | 0.04% | −4,588−50.9% | Reduced |
| Weaver Consulting Group | 4,432 | $227.4K | 0.09% | −148−3.2% | Reduced |
| Mirova | 4,452 | $228.4K | 0.05% | −272−5.8% | Reduced |
| Invst, LLC | 4,645 | $228.8K | 0.03% | −383−7.6% | Reduced |
| Wedge Capital Management L L P | 4,460 | $228.8K | 0.00% | +3+0.1% | Added |
| Kempen Capital Management N.V. | 4,467 | $229.2K | 0.00% | +3,808+577.8% | Added |
| Compass Ion Advisors, LLC | 4,486 | $230.2K | 0.04% | −273−5.7% | Reduced |
| Hyperion Partners, LLC | 4,492 | $230.5K | 0.18% | −3,964−46.9% | Reduced |
| Slocum, Gordon & Co LLP | 4,494 | $230.6K | 0.20% | +800+21.7% | Added |
| Quent Capital, LLC | 4,496 | $230.7K | 0.03% | −936−17.2% | Reduced |
| Hummer Financial Advisory Services Inc | 4,500 | $230.9K | 0.21% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,500 | $230.9K | 0.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,515 | $231.7K | 0.06% | −202−4.3% | Reduced |
| M. Kraus & Co | 4,519 | $231.9K | 0.08% | −559−11.0% | Reduced |
| Aviso Wealth Management | 4,523 | $232.1K | 0.17% | +4,523 | New |
| Wynn Capital, LLC | 4,525 | $232.2K | 0.19% | +4,525 | New |
| Atlas Private Wealth Management | 4,527 | $232.3K | 0.11% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,527 | $232.3K | 0.10% | −111−2.4% | Reduced |
| Gradient Capital Advisors, LLC | 4,534 | $232.6K | 0.09% | +189+4.3% | Added |
| Gateway Wealth Partners, LLC | 4,534 | $232.6K | 0.09% | +535+13.4% | Added |
| Atticus Wealth Management, LLC | 4,539 | $232.9K | 0.08% | +1,334+41.6% | Added |
| Covestor Ltd | 4,539 | $233.0K | 0.16% | +78+1.7% | Added |
| Sharp Financial Services, LLC | 4,550 | $233.5K | 0.25% | +4,550 | New |
| Financial Advisors Network, Inc. | 4,554 | $233.7K | 0.05% | +254+5.9% | Added |
| Waycross Partners, LLC | 4,557 | $233.8K | 0.04% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 4,570 | $234.5K | 0.09% | +4,570 | New |
| Carson Advisory Inc. | 4,574 | $234.7K | 0.18% | −598−11.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,579 | $235.0K | 0.17% | −500−9.8% | Reduced |
| Quaker Wealth Management, LLC | 4,586 | $235.3K | 0.11% | −1,338−22.6% | Reduced |
| Hemenway Trust Co LLC | 4,590 | $235.5K | 0.02% | −2,019−30.5% | Reduced |
| Bridgeworth, LLC | 4,636 | $237.9K | 0.02% | −179−3.7% | Reduced |
| Wayfinding Financial, LLC | 4,642 | $238.0K | 0.16% | +180+4.0% | Added |
| Austin Private Wealth, LLC | 4,643 | $238.2K | 0.03% | +994+27.2% | Added |
| First Commonwealth Financial Corp | 4,647 | $238.4K | 0.07% | −3,170−40.6% | Reduced |