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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 5,571 | $285.8K | 0.06% | −1,169−17.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,593 | $287.0K | 0.15% | −1,577−22.0% | Reduced |
| Successful Portfolios LLC | 5,597 | $287.2K | 0.21% | +203+3.8% | Added |
| Roof Eidam & Maycock | 5,600 | $287.3K | 0.09% | −3,900−41.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,600 | $287.3K | 0.21% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 5,603 | $287.5K | 0.03% | −687−10.9% | Reduced |
| FSM Wealth Advisors, LLC | 5,611 | $287.9K | 0.12% | +157+2.9% | Added |
| SNS Financial Group, LLC | 5,618 | $288.3K | 0.03% | +187+3.4% | Added |
| E Fund Management Co., Ltd. | 5,619 | $288.3K | 0.02% | +902+19.1% | Added |
| Apriem Advisors | 5,636 | $289.2K | 0.04% | −684−10.8% | Reduced |
| Angeles Investment Advisors, LLC | 5,641 | $289.4K | 0.02% | +78+1.4% | Added |
| PFG Advisors | 5,649 | $289.9K | 0.02% | +323+6.1% | Added |
| JNBA Financial Advisors | 5,653 | $290.1K | 0.03% | −944−14.3% | Reduced |
| Berger Financial Group, Inc | 5,671 | $291.0K | 0.03% | −783−12.1% | Reduced |
| Axq Capital, LP | 5,700 | $292.5K | 0.08% | +5,700 | New |
| Peddock Capital Advisors, LLC | 5,706 | $292.8K | 0.09% | −2,070−26.6% | Reduced |
| OneAscent Wealth Management LLC | 5,704 | $293.0K | 0.12% | +5,704 | New |
| Parcion Private Wealth LLC | 5,713 | $293.1K | 0.03% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 5,721 | $294.0K | 0.15% | −1,975−25.7% | Reduced |
| Almanack Investment Partners, LLC. | 5,733 | $294.2K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,737 | $294.4K | 0.06% | −2,526−30.6% | Reduced |
| Sargent Investment Group, LLC | 5,741 | $294.6K | 0.06% | −4,025−41.2% | Reduced |
| Sterneck Capital Management, LLC | 5,757 | $295.4K | 0.19% | +900+18.5% | Added |
| Strait & Sound Wealth Management LLC | 5,916 | $295.7K | 0.18% | −308−4.9% | Reduced |
| RB Capital Management, LLC | 5,769 | $296.0K | 0.09% | −2,199−27.6% | Reduced |
| Israel Discount Bank of New York | 5,784 | $296.8K | 0.23% | −336−5.5% | Reduced |
| Advisory Alpha, LLC | 5,803 | $297.8K | 0.01% | +5,803 | New |
| Jackson, Grant Investment Advisers, Inc. | 5,807 | $297.9K | 0.13% | −742−11.3% | Reduced |
| Old North State Wealth Management, LLC | 5,814 | $298.5K | 0.22% | +5,814 | New |
| LCNB Corp | 5,819 | $298.6K | 0.12% | −89−1.5% | Reduced |
| Wallace Advisory Group, LLC | 5,154 | $299.1K | 0.23% | −514−9.1% | Reduced |
| PSI Advisors, LLC | 5,840 | $299.6K | 0.11% | −376−6.0% | Reduced |
| WPWealth LLP | 5,840 | $299.6K | 0.09% | +14+0.2% | Added |
| Abbrea Capital, LLC | 5,844 | $300.0K | 0.04% | −5,320−47.7% | Reduced |
| FNY Investment Advisers, LLC | 5,850 | $300.0K | 0.34% | +5,780+8,257.1% | Added |
| Guardian Capital Advisors LP | 5,800 | $300.4K | 0.03% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,864 | $300.9K | 0.25% | +5,864 | New |
| Hall Capital Management Co Inc | 5,865 | $300.9K | 0.18% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 5,870 | $301.2K | 0.03% | +625+11.9% | Added |
| Bedel Financial Consulting, Inc. | 5,871 | $301.2K | 0.06% | +9+0.2% | Added |
| Colonial Trust Advisors | 5,876 | $301.5K | 0.03% | −991−14.4% | Reduced |
| Fort Point Capital Partners LLC | 5,881 | $301.8K | 0.05% | −1,078−15.5% | Reduced |
| Verity Asset Management, Inc. | 5,897 | $302.6K | 0.19% | +1,000+20.4% | Added |
| Avestar Capital, LLC | 5,903 | $302.9K | 0.04% | +197+3.5% | Added |
| Greenwood Capital Associates LLC | 5,911 | $303.3K | 0.04% | −790−11.8% | Reduced |
| Advisor OS, LLC | 5,916 | $303.6K | 0.04% | −2,127−26.4% | Reduced |
| Westhampton Capital, LLC | 5,922 | $303.9K | 0.18% | −8,020−57.5% | Reduced |
| Catalyst Financial Partners LLC | 5,944 | $305.0K | 0.09% | −1,628−21.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,953 | $305.5K | 0.05% | −91−1.5% | Reduced |
| Eastern Bank | 5,955 | $305.6K | 0.01% | −519−8.0% | Reduced |
| FLC Capital Advisors | 5,968 | $306.2K | 0.08% | −277−4.4% | Reduced |
| Citizens Business Bank | 5,970 | $306.3K | 0.07% | −3,209−35.0% | Reduced |
| Amussen Hunsaker Associates LLC | 5,976 | $306.6K | 0.06% | +80+1.4% | Added |
| GHP Investment Advisors, Inc. | 5,980 | $306.8K | 0.02% | −96−1.6% | Reduced |
| Massmutual Trust Co FSB | 5,981 | $306.9K | 0.01% | −59,721−90.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,990 | $307.3K | 0.10% | +108+1.8% | Added |
| Financial Network Wealth Advisors LLC | 5,994 | $307.6K | 0.33% | +5,994 | New |
| EHP Funds Inc. | 6,000 | $307.9K | 0.15% | +400+7.1% | Added |
| Sand Hill Global Advisors, LLC | 6,003 | $308.0K | 0.01% | −78−1.3% | Reduced |
| Bigelow Investment Advisors, LLC | 6,005 | $308.1K | 0.17% | −653−9.8% | Reduced |
| Walker Asset Management, LLC | 6,007 | $308.2K | 0.22% | +2,000+49.9% | Added |
| Avidian Wealth Solutions, LLC | 6,014 | $308.6K | 0.02% | −1,862−23.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,015 | $308.6K | 0.06% | +604+11.2% | Added |
| Willner & Heller, LLC | 6,018 | $308.8K | 0.34% | +6,018 | New |
| Bridge Creek Capital Management LLC | 6,035 | $309.7K | 0.11% | −60−1.0% | Reduced |
| IFG Advisors, LLC | 6,044 | $310.1K | 0.09% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 6,051 | $310.5K | 0.02% | −1,045−14.7% | Reduced |
| WT Wealth Management | 6,080 | $312.0K | 0.12% | +650+12.0% | Added |
| Stanley-Laman Group, Ltd. | 6,092 | $312.6K | 0.05% | +312+5.4% | Added |
| West Family Investments, Inc. | 6,096 | $312.8K | 0.11% | +2,381+64.1% | Added |
| Ritter Daniher Financial Advisory LLC | 6,105 | $313.3K | 0.12% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 6,108 | $313.4K | 0.11% | −302−4.7% | Reduced |
| Satovsky Asset Management LLC | 6,118 | $313.9K | 0.10% | +57+0.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,252 | $314.1K | 0.13% | −1,000−13.8% | Reduced |
| Wealthquest Corp | 6,130 | $314.5K | 0.03% | −92−1.5% | Reduced |
| Becker Capital Management Inc | 6,137 | $314.9K | 0.01% | −378−5.8% | Reduced |
| Inscription Capital, LLC | 6,160 | $316.1K | 0.09% | +860+16.2% | Added |
| Nations Financial Group Inc, | 6,161 | $316.1K | 0.03% | −527−7.9% | Reduced |
| M&R Capital Management Inc | 6,172 | $316.7K | 0.08% | −2,542−29.2% | Reduced |
| Capital Square, LLC | 6,176 | $316.9K | 0.36% | −134−2.1% | Reduced |
| Johnson Financial Group, Inc. | 6,183 | $317.3K | 0.02% | −5,321−46.3% | Reduced |
| Hudock, Inc. | 6,189 | $317.6K | 0.07% | +7+0.1% | Added |
| Bank of Stockton | 6,360 | $318.7K | 0.11% | −70−1.1% | Reduced |
| Steward Partners Investment Solutions, LLC | 6,216 | $319.0K | 0.13% | +6,216 | New |
| Security National Bank of Sioux City Iowa | 6,220 | $319.1K | 0.24% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 6,220 | $319.1K | 0.03% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,224 | $319.4K | 0.17% | +22+0.4% | Added |
| Ironwood Investment Management LLC | 6,239 | $320.1K | 0.17% | 00.0% | Unchanged |
| Marex Group plc | 6,242 | $320.3K | 0.01% | +6,242 | New |
| Five Oceans Advisors | 6,248 | $320.6K | 0.18% | −1,213−16.3% | Reduced |
| Clark Financial Services Group Inc | 6,265 | $321.0K | 0.41% | −33−0.5% | Reduced |
| Tilson Financial Group, Inc. | 6,258 | $321.0K | 0.21% | +221+3.7% | Added |
| Miramar Capital, LLC | 6,276 | $322.0K | 0.08% | −1,900−23.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,278 | $322.1K | 0.09% | −28,697−82.1% | Reduced |
| Mosley Wealth Management | 6,279 | $322.2K | 0.32% | +6,279 | New |
| Investors Asset Management of Georgia Inc | 6,301 | $323.3K | 0.16% | −168−2.6% | Reduced |
| Campbell Wealth Management | 6,313 | $324.0K | 0.04% | −13,770−68.6% | Reduced |
| Laurel Wealth Advisors LLC | 6,321 | $324.3K | 0.06% | −150−2.3% | Reduced |
| New England Capital Financial Advisors LLC | 6,326 | $324.6K | 0.19% | +11+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 6,336 | $325.1K | 0.12% | +720+12.8% | Added |