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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 4,651 | $238.6K | 0.14% | +4,651 | New |
| Vantage Consulting Group Inc | 4,652 | $238.7K | 0.16% | +844+22.2% | Added |
| Paradigm Financial Partners, LLC | 4,656 | $238.9K | 0.06% | −257−5.2% | Reduced |
| Seneca Financial Advisors LLC | 4,687 | $240.5K | 0.14% | +4,687 | New |
| Lathrop Investment Management Corp | 4,697 | $241.0K | 0.05% | −35−0.7% | Reduced |
| Eudaimonia Advisors LLC | 4,700 | $241.2K | 0.16% | −111−2.3% | Reduced |
| Fagan Associates, Inc. | 4,727 | $242.5K | 0.05% | −62−1.3% | Reduced |
| B&D White Capital Company, LLC | 4,730 | $242.7K | 0.08% | −98,400−95.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,744 | $243.4K | 0.02% | +209+4.6% | Added |
| Seven Mile Advisory | 4,777 | $245.1K | 0.21% | +1,047+28.1% | Added |
| Americana Partners, LLC | 4,778 | $245.2K | 0.02% | −2,592−35.2% | Reduced |
| Phoenix Holdings Ltd. | 4,800 | $246.0K | 0.00% | −18,600−79.5% | Reduced |
| Atlas Capital Advisors LLC | 4,800 | $246.3K | 0.04% | −938−16.3% | Reduced |
| Tranquilli Financial Advisor LLC | 4,804 | $246.5K | 0.17% | −910−15.9% | Reduced |
| Grove Bank & Trust | 4,815 | $247.1K | 0.05% | −549−10.2% | Reduced |
| Sterling Wealth Management, Inc. | 4,818 | $247.2K | 0.14% | +4,818 | New |
| Greylin Investment Mangement Inc | 4,865 | $249.6K | 0.04% | +4,865 | New |
| State of Wyoming | 4,883 | $250.5K | 0.05% | +2,510+105.8% | Added |
| Burt Wealth Advisors | 4,890 | $250.9K | 0.07% | 00.0% | Unchanged |
| McAdam, LLC | 4,891 | $251.0K | 0.02% | −325−6.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,900 | $251.4K | 0.21% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,114 | $251.9K | 0.10% | +5,114 | New |
| Independent Solutions Wealth Management, LLC | 4,920 | $252.4K | 0.06% | −9,490−65.9% | Reduced |
| Ironwood Investment Counsel, LLC | 4,930 | $253.0K | 0.05% | +4,930 | New |
| Brendel Financial Advisors LLC | 4,922 | $253.0K | 0.17% | +4,922 | New |
| Fort Sheridan Advisors LLC | 4,944 | $253.7K | 0.05% | +69+1.4% | Added |
| Vivaldi Capital Management, LLC | 5,208 | $253.7K | 0.08% | +83+1.6% | Added |
| Chesley Taft & Associates LLC | 4,946 | $253.8K | 0.01% | −17,441−77.9% | Reduced |
| Thrive Wealth Management, LLC | 4,954 | $254.2K | 0.06% | −686−12.2% | Reduced |
| Secure Asset Management, LLC | 4,956 | $254.3K | 0.07% | +285+6.1% | Added |
| Pensionmark Financial Group, LLC | 4,968 | $254.9K | 0.03% | +4,968 | New |
| LS Investment Advisors, LLC | 4,975 | $255.3K | 0.04% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 5,000 | $256.6K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $256.6K | 0.05% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 5,005 | $257.0K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 5,014 | $257.3K | 0.15% | +4+0.1% | Added |
| Charles Schwab Trust Co | 5,021 | $257.6K | 0.03% | +35+0.7% | Added |
| Cary Street Partners Asset Management LLC | 5,025 | $257.8K | 0.04% | −2,050−29.0% | Reduced |
| Grey Street Capital, LLC | 5,026 | $257.9K | 0.12% | +70+1.4% | Added |
| Fortis Group Advisors, LLC | 3,984 | $258.1K | 0.06% | +500+14.4% | Added |
| DF Dent & Co Inc | 5,033 | $258.3K | 0.00% | +5,033 | New |
| Dynamic Technology Lab Private Ltd | 5,049 | $259.0K | 0.03% | −11,503−69.5% | Reduced |
| Osterweis Capital Management Inc | 5,049 | $259.1K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,050 | $259.1K | 0.05% | −715−12.4% | Reduced |
| WR Wealth Planners, LLC | 5,055 | $259.4K | 0.10% | +648+14.7% | Added |
| Rakuten Investment Management, Inc. | 5,070 | $259.7K | 0.00% | +5,070 | New |
| Enterprise Bank & Trust Co | 5,066 | $259.9K | 0.09% | +684+15.6% | Added |
| Genesee Capital Advisors, LLC | 5,071 | $260.2K | 0.16% | +5,071 | New |
| New Jersey Better Educational Savings Trust | 5,074 | $260.3K | 0.55% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5,075 | $260.4K | 0.03% | +82+1.6% | Added |
| Pine Haven Investment Counsel, Inc | 5,076 | $260.4K | 0.24% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5,099 | $261.6K | 0.13% | −194−3.7% | Reduced |
| First National Bank | 5,118 | $262.6K | 0.21% | 00.0% | Unchanged |
| Exeter Financial, LLC | 5,154 | $264.3K | 0.13% | −44−0.8% | Reduced |
| Petrus Trust Company, LTA | 5,157 | $264.6K | 0.03% | +5,157 | New |
| Pacitti Group Inc. | 5,177 | $265.7K | 0.17% | −26−0.5% | Reduced |
| Riversedge Advisors, LLC | 5,180 | $265.8K | 0.07% | −511−9.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,183 | $265.9K | 0.11% | −747−12.6% | Reduced |
| Crew Capital Management, Ltd. | 5,195 | $266.6K | 0.27% | −396−7.1% | Reduced |
| Bridgefront Capital, LLC | 5,215 | $267.6K | 0.20% | −1,972−27.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,217 | $267.7K | 0.02% | −631−10.8% | Reduced |
| Coastal Bridge Advisors, LLC | 5,221 | $267.9K | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,257 | $269.7K | 0.05% | −350−6.2% | Reduced |
| Portland Global Advisors LLC | 5,264 | $270.1K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,250 | $270.4K | 0.10% | −600−10.3% | Reduced |
| Perennial Investment Advisors, LLC | 5,276 | $270.7K | 0.05% | −18−0.3% | Reduced |
| Accurate Wealth Management, LLC | 5,396 | $271.0K | 0.08% | −3,959−42.3% | Reduced |
| Legacy Financial Advisors, Inc. | 5,285 | $271.2K | 0.05% | −1,640−23.7% | Reduced |
| RMR Wealth Builders | 5,288 | $271.4K | 0.04% | −152−2.8% | Reduced |
| Overbrook Management Corp | 5,290 | $271.4K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 5,301 | $272.0K | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,294 | $272.0K | 0.04% | −498−8.6% | Reduced |
| Towercrest Capital Management | 5,310 | $272.5K | 0.05% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 5,328 | $273.4K | 0.06% | −506−8.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,337 | $273.9K | 0.11% | +5,337 | New |
| Kidder Stephen W | 5,341 | $274.0K | 0.09% | −140−2.6% | Reduced |
| Bray Capital Advisors | 5,345 | $274.2K | 0.08% | +49+0.9% | Added |
| Focused Wealth Management, Inc | 5,357 | $274.9K | 0.05% | −569−9.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,372 | $275.6K | 0.20% | −196−3.5% | Reduced |
| Van Hulzen Asset Management, LLC | 5,373 | $276.0K | 0.02% | 00.0% | Unchanged |
| Saranac Partners Ltd | 5,382 | $276.1K | 0.18% | 00.0% | Unchanged |
| Onefund, LLC | 5,382 | $276.1K | 0.36% | +5,382 | New |
| Krane Funds Advisors LLC | 5,388 | $276.5K | 0.01% | −4,330−44.6% | Reduced |
| Wedgewood Investors Inc | 5,393 | $276.7K | 0.34% | −3,679−40.6% | Reduced |
| Smith Shellnut Wilson LLC | 5,405 | $277.3K | 0.16% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,440 | $279.1K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,235 | $279.7K | 0.05% | +995+23.5% | Added |
| Twin Focus Capital Partners, LLC | 5,454 | $279.8K | 0.06% | +180+3.4% | Added |
| Magnus Financial Group LLC | 5,458 | $280.0K | 0.04% | −942−14.7% | Reduced |
| Allstate Corp | 5,460 | $280.2K | 0.02% | −1,117−17.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 5,461 | $280.2K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5,469 | $280.6K | 0.26% | −720−11.6% | Reduced |
| AlphaQ Advisors LLC | 5,473 | $280.8K | 0.19% | −384−6.6% | Reduced |
| Stockman Wealth Management, Inc. | 5,475 | $280.9K | 0.06% | −449−7.6% | Reduced |
| Northstar Asset Management LLC | 5,498 | $282.1K | 0.07% | +350+6.8% | Added |
| Alta Advisers Ltd | 5,500 | $282.2K | 0.15% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $283.6K | 0.14% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,531 | $283.8K | 0.11% | +5,531 | New |
| Silverlake Wealth Management LLC | 5,553 | $284.9K | 0.16% | −621−10.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,556 | $285.1K | 0.09% | +589+11.9% | Added |