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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 7,355 | $384.1K | 0.25% | −83−1.1% | Reduced |
| SP Asset Management LLC | 7,494 | $384.5K | 0.04% | +83+1.1% | Added |
| Advisors Management Group Inc | 7,517 | $386.0K | 0.10% | −200−2.6% | Reduced |
| Lyell Wealth Management, LP | 7,523 | $386.0K | 0.04% | −510−6.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,537 | $386.7K | 0.04% | −266−3.4% | Reduced |
| MCF Advisors LLC | 7,557 | $387.7K | 0.03% | +27+0.4% | Added |
| McLean Asset Management Corp | 7,429 | $388.0K | 0.15% | −63−0.8% | Reduced |
| HBW Advisory Services LLC | 7,573 | $389.0K | 0.07% | −550−6.8% | Reduced |
| Oxford Financial Group Ltd | 7,592 | $389.5K | 0.03% | +4+0.1% | Added |
| Caitlin John, LLC | 7,604 | $390.2K | 0.32% | +7,604 | New |
| CoreCap Advisors, LLC | 7,609 | $390.4K | 0.03% | +1,944+34.3% | Added |
| Summit Financial, LLC | 7,627 | $391.3K | 0.03% | −3,229−29.7% | Reduced |
| Brown Shipley& Co Ltd | 7,632 | $391.6K | 0.19% | −303−3.8% | Reduced |
| Princeton Capital Management LLC | 7,660 | $393.0K | 0.16% | −1,172−13.3% | Reduced |
| Harbour Trust & Investment Management Co | 7,665 | $393.3K | 0.06% | +7,665 | New |
| Smith, Salley & Associates | 7,671 | $393.6K | 0.03% | −5,795−43.0% | Reduced |
| Southeast Asset Advisors Inc. | 7,726 | $396.4K | 0.05% | +1,950+33.8% | Added |
| Eagle Bay Advisors LLC | 7,745 | $397.4K | 0.25% | −312−3.9% | Reduced |
| Lakeview Capital Partners, LLC | 7,749 | $397.6K | 0.07% | +1,381+21.7% | Added |
| Point72 Europe (London) LLP | 7,759 | $398.1K | 0.05% | +7,759 | New |
| Ameritas Advisory Services, LLC | 7,930 | $398.7K | 0.02% | −9,392−54.2% | Reduced |
| CWS Financial Advisors, LLC | 7,774 | $398.9K | 0.15% | −2,768−26.3% | Reduced |
| Correct Capital Wealth Management | 7,775 | $398.9K | 0.10% | +7,775 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7,829 | $401.0K | 0.13% | −335−4.1% | Reduced |
| Ellis Investment Partners, LLC | 7,818 | $401.1K | 0.09% | +144+1.9% | Added |
| MTM Financial Group, LLC | 7,823 | $401.4K | 0.29% | 00.0% | Unchanged |
| LMCG Investments, LLC | 7,841 | $402.3K | 0.02% | −118,251−93.8% | Reduced |
| Gallacher Capital Management LLC | 7,857 | $403.1K | 0.22% | +2,855+57.1% | Added |
| Visionary Wealth Advisors | 7,870 | $403.8K | 0.03% | −499−6.0% | Reduced |
| Blue Fin Capital, Inc. | 7,879 | $404.3K | 0.10% | −41−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,891 | $404.9K | 0.05% | −1,253−13.7% | Reduced |
| David Loasby | 7,756 | $405.1K | 0.04% | −4,901−38.7% | Reduced |
| Cozad Asset Management Inc | 7,913 | $406.0K | 0.05% | −1,401−15.0% | Reduced |
| Oxler Private Wealth LLC | 7,925 | $406.6K | 0.34% | −21,120−72.7% | Reduced |
| Gables Capital Management Inc. | 7,934 | $407.1K | 0.25% | +700+9.7% | Added |
| EPG Wealth Management LLC | 8,359 | $407.2K | 0.11% | −137−1.6% | Reduced |
| Principle Wealth Partners LLC | 7,969 | $408.9K | 0.04% | −2,555−24.3% | Reduced |
| Bremer Bank National Association | 7,986 | $409.8K | 0.08% | −640−7.4% | Reduced |
| Financial Advisory Service, Inc. | 7,990 | $410.0K | 0.04% | −1,120−12.3% | Reduced |
| Optimist Retirement Group LLC | 7,990 | $410.0K | 0.27% | +7,990 | New |
| Morse Asset Management, Inc | 8,000 | $410.0K | 0.12% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,991 | $410.0K | 0.23% | −3,995−33.3% | Reduced |
| SPC Financial, Inc. | 8,008 | $410.9K | 0.04% | −3,288−29.1% | Reduced |
| Stonehearth Capital Management, LLC | 8,011 | $411.0K | 0.20% | +2,508+45.6% | Added |
| WNY Asset Management, LLC | 8,023 | $411.7K | 0.07% | −80−1.0% | Reduced |
| American Capital Advisory, LLC | 8,058 | $413.5K | 0.30% | +8,058 | New |
| Patrick Mauro Investment Advisor, INC. | 8,060 | $413.6K | 0.25% | −22,050−73.2% | Reduced |
| Grace & White Inc | 8,073 | $414.2K | 0.07% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 8,081 | $414.6K | 0.37% | −1,035−11.4% | Reduced |
| Cassia Capital Partners, LLC | 8,098 | $415.5K | 0.34% | +167+2.1% | Added |
| Trustco Bank Corp N Y | 8,127 | $417.0K | 0.45% | −332−3.9% | Reduced |
| TrinityPoint Wealth, LLC | 8,128 | $417.1K | 0.08% | −29,722−78.5% | Reduced |
| Capital Analysts, LLC | 8,140 | $418.0K | 0.02% | −2,201−21.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,149 | $418.1K | 0.32% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 8,150 | $418.2K | 0.15% | −688−7.8% | Reduced |
| Prairie Sky Financial Group LLC | 8,160 | $418.7K | 0.27% | −86−1.0% | Reduced |
| Aureus Asset Management, LLC | 8,166 | $419.0K | 0.03% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 8,172 | $419.3K | 0.25% | +200+2.5% | Added |
| ARS Wealth Advisors Group, LLC | 8,199 | $420.7K | 0.06% | −103,371−92.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 8,211 | $421.3K | 0.46% | −3,127−27.6% | Reduced |
| Foster Group, Inc. | 7,263 | $421.5K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 8,216 | $421.5K | 0.05% | +1,514+22.6% | Added |
| Strategic Investment Advisors | 8,237 | $422.6K | 0.06% | +8,237 | New |
| Red Door Wealth Management, LLC | 8,239 | $422.7K | 0.09% | −4,325−34.4% | Reduced |
| Drive Wealth Management, LLC | 8,243 | $423.0K | 0.14% | +15+0.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 8,262 | $423.9K | 0.01% | +8,262 | New |
| Armstrong Advisory Group, Inc | 8,264 | $424.0K | 0.04% | −427−4.9% | Reduced |
| Human Investing LLC | 8,268 | $424.2K | 0.09% | −6,081−42.4% | Reduced |
| Dearborn Partners LLC | 8,274 | $424.5K | 0.02% | −399−4.6% | Reduced |
| Marcum Wealth, LLC | 8,278 | $424.8K | 0.05% | −3,473−29.6% | Reduced |
| Opinicus Capital, Inc. | 8,280 | $424.9K | 0.43% | +8,280 | New |
| Hazlett, Burt & Watson, Inc. | 8,307 | $425.0K | 0.29% | −136−1.6% | Reduced |
| Vanguard Capital Wealth Advisors | 8,300 | $425.9K | 0.34% | +4,300+107.5% | Added |
| Commonwealth Financial Services, LLC | 8,333 | $427.6K | 0.10% | −480−5.4% | Reduced |
| Skopos Labs, Inc. | 8,360 | $429.0K | 0.20% | +8,360 | New |
| Selective Wealth Management, Inc. | 8,254 | $429.5K | 0.22% | −928−10.1% | Reduced |
| Granite Bay Wealth Management, LLC | 8,190 | $430.0K | 0.00% | −2,660−24.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,378 | $430.0K | 0.12% | +5,484+189.5% | Added |
| Crestwood Advisors Group LLC | 8,381 | $430.0K | 0.01% | −961−10.3% | Reduced |
| Benin Management CORP | 8,415 | $431.8K | 0.15% | −1,716−16.9% | Reduced |
| Aspiriant, LLC | 8,416 | $431.9K | 0.02% | +849+11.2% | Added |
| RIA Advisory Group LLC | 8,436 | $432.9K | 0.21% | −706−7.7% | Reduced |
| Castle Rock Wealth Management, LLC | 8,307 | $433.0K | 0.13% | +134+1.6% | Added |
| Capital Advisors, Ltd. LLC | 8,435 | $433.0K | 0.06% | +519+6.6% | Added |
| HC Advisors, LLC | 8,448 | $433.5K | 0.24% | +155+1.9% | Added |
| KPP Advisory Services LLC | 8,461 | $434.1K | 0.38% | −1,567−15.6% | Reduced |
| Sunbelt Securities, Inc. | 8,466 | $434.4K | 0.05% | +1,631+23.9% | Added |
| Csenge Advisory Group | 8,466 | $434.4K | 0.03% | −2,676−24.0% | Reduced |
| Cornerstone Capital, Inc. | 8,485 | $435.4K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 8,498 | $436.0K | 0.10% | +600+7.6% | Added |
| Day & Ennis, LLC | 8,505 | $436.4K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,510 | $436.6K | 0.05% | −263−3.0% | Reduced |
| Abacus Planning Group, Inc. | 8,518 | $437.0K | 0.09% | −2,373−21.8% | Reduced |
| AlphaStar Capital Management, LLC | 8,524 | $437.4K | 0.04% | +8,524 | New |
| McDaniel Terry & Co | 8,550 | $439.0K | 0.04% | −365−4.1% | Reduced |
| Stephenson National Bank & Trust | 8,578 | $440.1K | 0.22% | −2,571−23.1% | Reduced |
| Wellington Shields Capital Management, LLC | 8,591 | $440.8K | 0.05% | −153−1.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,593 | $440.9K | 0.04% | +161+1.9% | Added |
| Ellevest, Inc. | 8,608 | $441.7K | 0.03% | −1,164−11.9% | Reduced |
| Mirabaud & Cie SA | 8,620 | $442.3K | 0.15% | +8,620 | New |