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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 6,358 | $326.0K | 0.03% | −619−8.9% | Reduced |
| Guardian Wealth Advisors, LLC | 6,377 | $327.2K | 0.05% | −615−8.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6,384 | $327.6K | 0.27% | −800−11.1% | Reduced |
| Peoples Bank | 6,399 | $328.3K | 0.19% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 6,405 | $328.6K | 0.17% | +6,405 | New |
| BOS Asset Management, LLC | 6,440 | $330.4K | 0.23% | −750−10.4% | Reduced |
| Blueprint Investment Partners LLC | 6,446 | $330.7K | 0.09% | +6,446 | New |
| Parkside Advisors LLC | 6,455 | $331.2K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,480 | $332.5K | 0.04% | −143−2.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,484 | $332.7K | 0.07% | −742−10.3% | Reduced |
| Prentice Wealth Management LLC | 6,494 | $333.2K | 0.13% | +132+2.1% | Added |
| Apella Capital, LLC | 6,410 | $333.6K | 0.02% | −460−6.7% | Reduced |
| Baker Ellis Asset Management LLC | 6,530 | $335.1K | 0.05% | −1,300−16.6% | Reduced |
| PDS Planning, Inc | 6,560 | $336.6K | 0.04% | −1,659−20.2% | Reduced |
| Wealth Architects, LLC | 6,565 | $336.9K | 0.05% | −1,722−20.8% | Reduced |
| Central Bank & Trust Co | 6,572 | $337.2K | 0.05% | −1,534−18.9% | Reduced |
| Fortitude Family Office, LLC | 6,581 | $337.7K | 0.25% | +6,581 | New |
| Elmwood Wealth Management, Inc. | 6,587 | $338.0K | 0.24% | −6,258−48.7% | Reduced |
| Financial Partners Group, LLC | 6,596 | $338.4K | 0.15% | 00.0% | Unchanged |
| King Wealth | 6,617 | $339.0K | 0.07% | +116+1.8% | Added |
| ERTS Wealth Advisors, LLC | 6,618 | $339.6K | 0.07% | 00.0% | Unchanged |
| Boston Research & Management Inc | 6,660 | $341.0K | 0.09% | −350−5.0% | Reduced |
| VeraBank, N.A. | 6,646 | $341.0K | 0.11% | −20.0% | Reduced |
| Puzo Michael J | 6,650 | $341.2K | 0.11% | −1,500−18.4% | Reduced |
| InTrack Investment Management Inc | 6,665 | $342.0K | 0.26% | −9,720−59.3% | Reduced |
| XTX Topco Ltd | 6,680 | $342.8K | 0.08% | +6,680 | New |
| Northcape Wealth Management, LLC | 6,684 | $342.9K | 0.12% | +402+6.4% | Added |
| Westbourne Investment Advisors, Inc. | 6,677 | $343.0K | 0.14% | −100−1.5% | Reduced |
| Columbia Asset Management | 6,690 | $343.0K | 0.07% | −40−0.6% | Reduced |
| Albert D Mason Inc | 6,690 | $343.0K | 0.23% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,701 | $343.8K | 0.02% | −207−3.0% | Reduced |
| North Star Asset Management Inc | 6,711 | $344.3K | 0.02% | −3,483−34.2% | Reduced |
| Regal Investment Advisors LLC | 6,715 | $344.6K | 0.03% | −2,932−30.4% | Reduced |
| Verus Capital Partners, LLC | 6,731 | $345.4K | 0.04% | +553+9.0% | Added |
| NWF Advisory Services Inc. | 6,732 | $345.4K | 0.07% | +1,190+21.5% | Added |
| Phillips Wealth Planners LLC | 6,915 | $346.4K | 0.42% | −3,062−30.7% | Reduced |
| All Terrain Financial Advisors, LLC | 6,788 | $348.3K | 0.16% | 00.0% | Unchanged |
| Gratus Capital LLC | 6,793 | $348.5K | 0.02% | −491−6.7% | Reduced |
| Beck Mack & Oliver LLC | 6,797 | $348.8K | 0.01% | −160−2.3% | Reduced |
| Tyche Wealth Partners LLC | 6,797 | $348.8K | 0.08% | +6,797 | New |
| Burford Brothers, Inc. | 6,798 | $348.8K | 0.25% | +6,798 | New |
| Acorn Wealth Advisors, LLC | 6,813 | $349.6K | 0.21% | +234+3.6% | Added |
| WealthPlan Investment Management, LLC | 6,820 | $349.9K | 0.06% | +100+1.5% | Added |
| Fidelis Capital Partners, LLC | 6,822 | $350.0K | 0.08% | +2,491+57.5% | Added |
| Founders Financial Alliance, LLC | 6,828 | $350.3K | 0.14% | +106+1.6% | Added |
| Catalytic Wealth RIA, LLC | 6,828 | $350.3K | 0.16% | +6,828 | New |
| Live Oak Private Wealth LLC | 6,831 | $350.5K | 0.07% | +778+12.9% | Added |
| Wall Street Access Asset Management, LLC | 6,833 | $350.6K | 0.16% | −1,500−18.0% | Reduced |
| DMG Group, LLC | 6,834 | $350.7K | 0.33% | −2,830−29.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 6,837 | $350.8K | 0.24% | +42+0.6% | Added |
| Clearview Wealth Advisors LLC | 6,837 | $350.8K | 0.41% | −97−1.4% | Reduced |
| JB Capital LLC | 6,905 | $354.3K | 0.03% | +140+2.1% | Added |
| Keystone Wealth Services, LLC | 6,913 | $354.7K | 0.12% | −205−2.9% | Reduced |
| Aberdeen Wealth Management LLC | 6,919 | $355.0K | 0.26% | −500−6.7% | Reduced |
| Green Square Capital Advisors LLC | 6,939 | $356.0K | 0.05% | −22,883−76.7% | Reduced |
| Key Financial Inc | 6,941 | $356.1K | 0.10% | +61+0.9% | Added |
| Millennium Capital Advisors, LLC | 6,949 | $356.6K | 0.27% | −1,018−12.8% | Reduced |
| Regatta Capital Group, LLC | 6,971 | $357.7K | 0.09% | −640−8.4% | Reduced |
| Twin Lakes Capital Management, LLC | 6,980 | $358.2K | 0.25% | +75+1.1% | Added |
| Pettyjohn, Wood & White, Inc | 6,992 | $358.8K | 0.08% | −438−5.9% | Reduced |
| Smartleaf Asset Management LLC | 7,061 | $359.2K | 0.10% | +7,061 | New |
| Draper Asset Management, LLC | 7,021 | $360.2K | 0.34% | +1,001+16.6% | Added |
| Pure Financial Advisors, Inc. | 7,029 | $360.6K | 0.01% | +1,299+22.7% | Added |
| RS Crum Inc. | 7,042 | $361.3K | 0.11% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7,043 | $361.4K | 0.09% | −324−4.4% | Reduced |
| Sanchez Wealth Management Group | 7,049 | $361.7K | 0.13% | +129+1.9% | Added |
| Smith Chas P & Associates Pa Cpas | 7,069 | $363.0K | 0.02% | +1,315+22.9% | Added |
| Gunn & Co Investment Management, Inc. | 7,069 | $363.0K | 0.02% | +7,069 | New |
| AllSquare Wealth Management LLC | 7,096 | $364.1K | 0.22% | −400−5.3% | Reduced |
| Patton Albertson Miller Group, LLC | 7,101 | $364.4K | 0.06% | −1,112−13.5% | Reduced |
| Alpha Family Trust | 7,110 | $364.8K | 0.25% | +7,110 | New |
| Financial Engines Advisors L.L.C. | 7,124 | $365.5K | 0.00% | +2,980+71.9% | Added |
| Tradition Wealth Management, LLC | 7,137 | $366.0K | 0.04% | −923−11.5% | Reduced |
| L.M. Kohn & Company | 7,134 | $366.0K | 0.12% | −2,943−29.2% | Reduced |
| Cross Staff Investments Inc | 7,138 | $366.3K | 0.32% | +7+0.1% | Added |
| Townsend Asset Management Corp | 7,150 | $366.9K | 0.17% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7,156 | $367.2K | 0.09% | +204+2.9% | Added |
| Brooks, Moore & Associates, Inc. | 7,159 | $367.3K | 0.25% | 00.0% | Unchanged |
| HTLF Bank | 7,166 | $367.7K | 0.04% | +7,166 | New |
| Horst & Graben Wealth Management LLC | 7,174 | $368.1K | 0.08% | −612−7.9% | Reduced |
| New South Capital Management Inc | 7,189 | $368.9K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 7,224 | $370.6K | 0.09% | +7,224 | New |
| Miracle Mile Advisors, LLC | 7,232 | $371.1K | 0.01% | −846−10.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,250 | $372.0K | 0.39% | −3,100−30.0% | Reduced |
| Perritt Capital Management Inc | 7,264 | $372.7K | 0.21% | −1,577−17.8% | Reduced |
| Washington Trust Advisors, Inc. | 7,267 | $372.9K | 0.04% | −1,903−20.8% | Reduced |
| Gould Asset Management LLC | 7,270 | $373.0K | 0.10% | −2,250−23.6% | Reduced |
| WSFS Capital Management, LLC | 7,272 | $373.1K | 0.02% | −3,628−33.3% | Reduced |
| Waddell & Associates, LLC | 7,055 | $373.3K | 0.05% | −11,625−62.2% | Reduced |
| Somerville Kurt F | 7,282 | $373.6K | 0.07% | −1,200−14.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,295 | $374.3K | 0.05% | −411−5.3% | Reduced |
| Lantz Financial LLC | 7,310 | $375.1K | 0.14% | +1,292+21.5% | Added |
| Wealth Alliance Advisory Group, LLC | 7,316 | $375.4K | 0.10% | −282−3.7% | Reduced |
| Cowa, LLC | 7,334 | $376.3K | 0.23% | +1,071+17.1% | Added |
| Cohen Investment Advisors LLC | 7,339 | $376.6K | 0.28% | −280−3.7% | Reduced |
| LBMC Investment Advisors, LLC | 7,374 | $378.4K | 0.04% | −117−1.6% | Reduced |
| Yarbrough Capital, LLC | 7,400 | $379.7K | 0.02% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 7,465 | $383.0K | 0.04% | −470−5.9% | Reduced |
| McDonald Partners LLC | 7,470 | $383.3K | 0.11% | −175−2.3% | Reduced |
| Abbot Financial Management, Inc. | 7,485 | $384.1K | 0.23% | +350+4.9% | Added |