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 |
|---|---|---|---|---|---|
| Powell Investment Advisors, LLC | 8,653 | $444.0K | 0.25% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,657 | $444.2K | 0.27% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 8,697 | $446.2K | 0.24% | −689−7.3% | Reduced |
| AdvisorShares Investments LLC | 8,699 | $446.3K | 0.10% | +8,699 | New |
| Lansing Street Advisors | 8,703 | $446.5K | 0.23% | +8,703 | New |
| TBH Global Asset Management, LLC | 8,750 | $449.0K | 0.09% | −20,196−69.8% | Reduced |
| Geller Advisors LLC | 8,762 | $449.6K | 0.04% | −913−9.4% | Reduced |
| Sonora Investment Management Group, LLC | 8,809 | $452.0K | 0.04% | +1,753+24.8% | Added |
| Aspen Investment Management Inc | 8,821 | $453.0K | 0.25% | −530−5.7% | Reduced |
| Cottage Street Advisors LLC | 8,759 | $454.5K | 0.31% | −293−3.2% | Reduced |
| WMS Partners, LLC | 8,864 | $454.8K | 0.03% | −2,624−22.8% | Reduced |
| BSW Wealth Partners | 8,899 | $456.6K | 0.09% | +1,398+18.6% | Added |
| Colonial River Wealth Management, LLC | 8,981 | $460.8K | 0.27% | +1,308+17.0% | Added |
| CNB Bank | 9,001 | $461.8K | 0.25% | −105−1.2% | Reduced |
| Bellevue Asset Management, LLC | 9,026 | $463.1K | 0.41% | −41−0.5% | Reduced |
| Uncommon Cents Investing LLC | 9,045 | $464.1K | 0.15% | +3,715+69.7% | Added |
| Walter & Keenan Financial Consulting Co | 9,064 | $465.1K | 0.17% | −700−7.2% | Reduced |
| Goldstein Advisors, LLC | 9,090 | $466.4K | 0.08% | −400−4.2% | Reduced |
| Mendel Money Management | 9,110 | $467.5K | 0.22% | +280+3.2% | Added |
| Farmers Trust Co | 9,127 | $468.3K | 0.10% | +275+3.1% | Added |
| Bill Few Associates, Inc. | 9,154 | $469.7K | 0.21% | +725+8.6% | Added |
| DCM Advisors, LLC | 9,158 | $469.9K | 0.17% | +9,158 | New |
| Beverly Hills Private Wealth, LLC | 9,171 | $470.6K | 0.12% | +1,720+23.1% | Added |
| Avantax Planning Partners, Inc. | 9,198 | $472.0K | 0.02% | +1,000+12.2% | Added |
| Procyon Private Wealth Partners, LLC | 9,212 | $472.7K | 0.04% | −4,350−32.1% | Reduced |
| Johnson & White Wealth Management, LLC | 9,221 | $473.0K | 0.39% | −1,598−14.8% | Reduced |
| 1858 Wealth Management, LLC | 9,272 | $475.7K | 0.45% | +9,272 | New |
| Davis R M Inc | 9,289 | $476.6K | 0.01% | −1,223−11.6% | Reduced |
| Baldwin Brothers Inc | 9,294 | $476.9K | 0.04% | −1,836−16.5% | Reduced |
| Lynch & Associates | 9,303 | $477.3K | 0.12% | −409−4.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,315 | $478.0K | 0.16% | −24−0.3% | Reduced |
| Crawford Investment Counsel Inc | 9,323 | $478.4K | 0.01% | −1,777−16.0% | Reduced |
| Essex LLC | 9,337 | $478.5K | 0.12% | −1,215−11.5% | Reduced |
| CFM Wealth Partners LLC | 9,327 | $478.6K | 0.11% | −6,898−42.5% | Reduced |
| Laidlaw Wealth Management LLC | 9,342 | $479.3K | 0.17% | −1,887−16.8% | Reduced |
| Legacy Advisors, LLC | 9,344 | $479.4K | 0.06% | +1,669+21.7% | Added |
| Jaffetilchin Investment Partners, LLC | 9,353 | $479.9K | 0.05% | −8,350−47.2% | Reduced |
| Oakworth Capital, Inc. | 9,365 | $480.5K | 0.04% | −91−1.0% | Reduced |
| Plancorp, LLC | 9,372 | $480.9K | 0.02% | −77−0.8% | Reduced |
| Lindbrook Capital, LLC | 9,436 | $484.2K | 0.05% | +1,376+17.1% | Added |
| Fukoku Mutual Life Insurance Co | 9,488 | $486.8K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 9,497 | $487.3K | 0.03% | −8,894−48.4% | Reduced |
| Silver Coast Investments LLC | 9,585 | $491.8K | 0.22% | +9,585 | New |
| Dumont & Blake Investment Advisors LLC | 9,610 | $493.0K | 0.15% | −167−1.7% | Reduced |
| Chilton Investment Co LLC | 9,631 | $494.2K | 0.01% | −20.0% | Reduced |
| Forum Financial Management, LP | 9,636 | $494.4K | 0.01% | −13,174−57.8% | Reduced |
| Deseret Mutual Benefit Administrators | 9,640 | $494.6K | 0.29% | −1,796−15.7% | Reduced |
| Main Street Financial Solutions, LLC | 9,681 | $496.7K | 0.06% | +76+0.8% | Added |
| WealthShield Partners, LLC | 9,684 | $496.9K | 0.08% | −856−8.1% | Reduced |
| MONECO Advisors, LLC | 9,709 | $498.2K | 0.09% | +2,494+34.6% | Added |
| River Street Advisors LLC | 9,714 | $498.4K | 0.40% | −1,982−16.9% | Reduced |
| Strategic Blueprint, LLC | 9,715 | $498.5K | 0.04% | +4,275+78.6% | Added |
| Prosperity Consulting Group, LLC | 9,730 | $499.2K | 0.17% | −403−4.0% | Reduced |
| Shayne & Co., LLC | 9,753 | $500.4K | 0.16% | −518−5.0% | Reduced |
| Belmont Capital, LLC | 9,758 | $500.7K | 0.21% | +3,108+46.7% | Added |
| Wedmont Private Capital | 9,669 | $500.7K | 0.04% | −4,553−32.0% | Reduced |
| AlTi Global, Inc. | 9,784 | $502.0K | 0.02% | +9,784 | New |
| Marietta Investment Partners LLC | 9,800 | $502.8K | 0.13% | −500−4.9% | Reduced |
| Occidental Asset Management, LLC | 9,878 | $506.8K | 0.11% | −193−1.9% | Reduced |
| Fiera Capital Corp | 9,900 | $508.0K | 0.00% | +9,900 | New |
| WoodTrust Financial Corp | 9,917 | $508.0K | 0.09% | −2,000−16.8% | Reduced |
| Clear Street Markets LLC | 9,900 | $508.0K | 0.20% | −400−3.9% | Reduced |
| Shufro Rose & Co LLC | 8,760 | $508.4K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 9,930 | $509.5K | 0.02% | −3,860−28.0% | Reduced |
| Stone Point Wealth LLC | 9,940 | $510.0K | 0.20% | −950−8.7% | Reduced |
| LCM Capital Management Inc | 9,943 | $510.2K | 0.37% | −198−2.0% | Reduced |
| Wolff Financial Management LLC | 9,950 | $511.0K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,974 | $512.0K | 0.06% | +9,974 | New |
| Coho Partners, Ltd. | 10,000 | $513.1K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,995 | $513.2K | 0.12% | +2,652+36.1% | Added |
| Colonial Trust Co | 10,022 | $514.2K | 0.11% | −325−3.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 10,075 | $516.9K | 0.34% | −604−5.7% | Reduced |
| Martin Investment Management, LLC | 10,077 | $517.1K | 0.15% | −108,522−91.5% | Reduced |
| Northwest Bank & Trust Co | 10,124 | $519.4K | 0.47% | +10,124 | New |
| Crescent Sterling, Ltd. | 10,127 | $519.6K | 0.52% | −100−1.0% | Reduced |
| Allred Capital Management, LLC | 10,142 | $520.4K | 0.23% | +1,088+12.0% | Added |
| Embree Financial Group | 10,158 | $521.2K | 0.11% | +10,158 | New |
| Cove Private Wealth, LLC | 10,170 | $521.8K | 0.49% | +10,170 | New |
| Wealth Dimensions Group, Ltd. | 10,180 | $522.4K | 0.17% | −2,251−18.1% | Reduced |
| Nilsine Partners, LLC | 10,190 | $522.9K | 0.08% | −242−2.3% | Reduced |
| Convergence Investment Partners, LLC | 10,198 | $523.0K | 0.27% | +1,070+11.7% | Added |
| Patrick M Sweeney & Associates, Inc | 10,225 | $524.7K | 0.48% | +10,225 | New |
| Independence Bank of Kentucky | 10,248 | $525.8K | 0.18% | −1,432−12.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 10,275 | $527.2K | 0.16% | −2,400−18.9% | Reduced |
| Paradigm Capital Management Inc | 10,300 | $528.5K | 0.03% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 10,313 | $529.2K | 0.14% | +20+0.2% | Added |
| Angeles Wealth Management, LLC | 10,321 | $529.6K | 0.06% | +1,754+20.5% | Added |
| Bath Savings Trust Co | 10,334 | $530.2K | 0.06% | −1,210−10.5% | Reduced |
| Sittner & Nelson, LLC | 10,367 | $531.9K | 0.28% | +837+8.8% | Added |
| Heritage Trust Co | 10,386 | $532.9K | 0.08% | −27,889−72.9% | Reduced |
| Annex Advisory Services, LLC | 10,399 | $533.6K | 0.02% | −104,838−91.0% | Reduced |
| Summit Financial Group Inc | 10,430 | $535.2K | 0.20% | −50−0.5% | Reduced |
| Iron Financial, LLC | 10,470 | $537.2K | 0.30% | −509−4.6% | Reduced |
| Gradient Investments LLC | 10,480 | $537.8K | 0.01% | −146,536−93.3% | Reduced |
| GeoWealth Management, LLC | 10,496 | $539.0K | 0.04% | +8,505+427.2% | Added |
| Westmount Partners, LLC | 10,532 | $540.4K | 0.22% | −1,254−10.6% | Reduced |
| Jmac Enterprises LLC | 10,534 | $540.5K | 0.12% | −1,637−13.5% | Reduced |
| WBH Advisory Inc | 10,549 | $541.3K | 0.06% | −628−5.6% | Reduced |
| Round Hill Asset Management | 10,584 | $543.1K | 0.34% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 10,592 | $543.5K | 0.17% | −11,474−52.0% | Reduced |