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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 274,317 | $14.1M | 0.45% | −25,073−8.4% | Reduced |
| Achmea Investment Management B.V. | 270,320 | $13.9M | 0.29% | −130,743−32.6% | Reduced |
| Wesbanco Bank Inc | 268,520 | $13.8M | 0.78% | −35,125−11.6% | Reduced |
| Kornitzer Capital Management Inc | 268,143 | $13.8M | 0.27% | +3,884+1.5% | Added |
| Degroof Petercam Asset Management | 268,000 | $13.8M | 0.18% | +268,000 | New |
| Pinnacle Associates Ltd | 266,041 | $13.7M | 0.23% | −144,388−35.2% | Reduced |
| Private Advisor Group, LLC | 264,808 | $13.6M | 0.11% | −13,175−4.7% | Reduced |
| Capital Investment Advisors, LLC | 263,756 | $13.5M | 0.34% | −18,090−6.4% | Reduced |
| Synovus Financial Corp | 262,780 | $13.5M | 0.19% | −72,593−21.6% | Reduced |
| GTS Securities LLC | 262,580 | $13.5M | 0.29% | +154,833+143.7% | Added |
| Tredje AP-fonden | 262,381 | $13.5M | 0.17% | −241,960−48.0% | Reduced |
| Yousif Capital Management, LLC | 261,106 | $13.4M | 0.16% | −19,824−7.1% | Reduced |
| Nissay Asset Management Corp | 260,368 | $13.4M | 0.11% | +8,757+3.5% | Added |
| Gotham Asset Management, LLC | 259,150 | $13.3M | 0.25% | +51,745+24.9% | Added |
| Close Asset Management Ltd | 258,334 | $13.3M | 0.55% | −50,478−16.3% | Reduced |
| Prudential PLC | 257,629 | $13.2M | 0.14% | +40,810+18.8% | Added |
| Federated Hermes, Inc. | 256,375 | $13.2M | 0.03% | −778,548−75.2% | Reduced |
| Regions Financial Corp | 251,682 | $12.9M | 0.11% | −23,977−8.7% | Reduced |
| Davidson Investment Advisors | 251,510 | $12.9M | 0.74% | −6,435−2.5% | Reduced |
| Alaska Permanent Fund Corp | 249,206 | $12.8M | 0.21% | −45,855−15.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 248,216 | $12.7M | 0.97% | −62,882−20.2% | Reduced |
| Terril Brothers, Inc. | 247,113 | $12.7M | 4.49% | −1,806−0.7% | Reduced |
| British Columbia Investment Management Corp | 240,472 | $12.3M | 0.10% | +49,446+25.9% | Added |
| GAM Holding AG | 237,813 | $12.2M | 0.91% | +127,363+115.3% | Added |
| Scotia Capital Inc. | 236,724 | $12.1M | 0.08% | +77,471+48.6% | Added |
| Tamar Securities, LLC | 234,409 | $12.0M | 2.36% | +27,758+13.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 234,174 | $12.0M | 0.93% | +234,174 | New |
| First Trust Investment Solutions L.P. | 232,605 | $11.9M | 2.49% | +232,605 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 229,412 | $11.8M | 0.15% | +1090.0% | Added |
| Schonfeld Strategic Advisors LLC | 226,857 | $11.6M | 0.10% | +132,506+140.4% | Added |
| Circle Wealth Management, LLC | 226,829 | $11.6M | 0.30% | −38,472−14.5% | Reduced |
| Unigestion Holding SA | 226,859 | $11.6M | 0.64% | −251,230−52.5% | Reduced |
| Pathstone Holdings, LLC | 224,734 | $11.6M | 0.06% | +224,734 | New |
| Brown Advisory Inc | 224,448 | $11.5M | 0.02% | −17,057−7.1% | Reduced |
| Fisher Asset Management, LLC | 223,431 | $11.5M | 0.01% | +126,122+129.6% | Added |
| Fiduciary Trust Co | 222,208 | $11.4M | 0.19% | +30,257+15.8% | Added |
| HRT Financial LP | 221,739 | $11.4M | 0.08% | +221,739 | New |
| Evergreen Capital Management LLC | 219,803 | $11.3M | 0.46% | +18,043+8.9% | Added |
| Rafferty Asset Management, LLC | 215,261 | $11.0M | 0.05% | −8,779−3.9% | Reduced |
| Mayflower Financial Advisors, LLC | 213,383 | $10.9M | 1.51% | −1,477−0.7% | Reduced |
| First National Trust Co | 212,507 | $10.9M | 0.48% | −37,295−14.9% | Reduced |
| Thrivent Financial for Lutherans | 212,263 | $10.9M | 0.02% | −39,279−15.6% | Reduced |
| Community Bank, N.A. | 211,655 | $10.9M | 1.42% | +4,217+2.0% | Added |
| Cetera Advisor Networks LLC | 210,187 | $10.8M | 0.06% | −26,837−11.3% | Reduced |
| Partners Capital Investment Group, LLP | 209,278 | $10.7M | 0.24% | +58,923+39.2% | Added |
| Colony Group, LLC | 208,811 | $10.7M | 0.14% | +208,811 | New |
| O'Shaughnessy Asset Management, LLC | 208,201 | $10.7M | 0.14% | +96,329+86.1% | Added |
| Busey Wealth Management | 207,890 | $10.7M | 0.41% | −16,850−7.5% | Reduced |
| Capital International Ltd | 207,791 | $10.7M | 0.55% | −5,352−2.5% | Reduced |
| Investment Management Corp of Ontario | 206,717 | $10.6M | 0.26% | +64,956+45.8% | Added |
| CIBC Private Wealth Group, LLC | 206,405 | $10.6M | 0.02% | −8,052−3.8% | Reduced |
| Nepsis, Inc. | 206,182 | $10.6M | 3.01% | −31,894−13.4% | Reduced |
| Huntington National Bank | 203,341 | $10.4M | 0.09% | −14,911−6.8% | Reduced |
| Hyman Charles D | 202,424 | $10.4M | 0.62% | −15,245−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 199,831 | $10.3M | 0.19% | −6,186−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 196,817 | $10.1M | 0.01% | −23,069−10.5% | Reduced |
| Jefferies Financial Group Inc. | 195,639 | $10.0M | 0.16% | +65,723+50.6% | Added |
| Walleye Trading LLC | 194,664 | $9.99M | 0.15% | −119,191−38.0% | Reduced |
| United Capital Financial Advisers, LLC | 192,797 | $9.89M | 0.08% | −273,772−58.7% | Reduced |
| Oppenheimer & Co Inc | 192,330 | $9.87M | 0.18% | −15,254−7.3% | Reduced |
| Telos Capital Management, Inc. | 192,259 | $9.86M | 1.20% | −68,245−26.2% | Reduced |
| Kestra Advisory Services, LLC | 191,195 | $9.81M | 0.08% | −286−0.1% | Reduced |
| Daiwa Securities Group Inc. | 190,525 | $9.78M | 0.06% | +12,160+6.8% | Added |
| APG Asset Management US Inc. | 189,274 | $9.71M | 0.06% | +189,274 | New |
| Atria Wealth Solutions, Inc. | 187,645 | $9.63M | 0.12% | −7,494−3.8% | Reduced |
| UniSuper Management Pty Ltd | 187,525 | $9.62M | 0.11% | −15,095−7.4% | Reduced |
| Stonebridge Capital Advisors LLC | 187,018 | $9.60M | 0.96% | +8,822+5.0% | Added |
| Impax Asset Management Group plc | 185,850 | $9.54M | 0.04% | −92,216−33.2% | Reduced |
| Ethic Inc. | 184,859 | $9.49M | 0.28% | +9,174+5.2% | Added |
| Capital Management Corp | 183,078 | $9.39M | 1.85% | −32,528−15.1% | Reduced |
| Elo Mutual Pension Insurance Co | 182,392 | $9.36M | 0.25% | +6,559+3.7% | Added |
| Skylands Capital, LLC | 179,025 | $9.19M | 1.35% | −17,875−9.1% | Reduced |
| Central Trust Co | 178,758 | $9.17M | 0.24% | −24,390−12.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 178,137 | $9.14M | 0.29% | +7,617+4.5% | Added |
| Associated Banc-Corp | 177,847 | $9.13M | 0.32% | −11,392−6.0% | Reduced |
| Varma Mutual Pension Insurance Co | 176,500 | $9.06M | 0.10% | +176,500 | New |
| Adams Asset Advisors, LLC | 176,253 | $9.04M | 1.22% | +170,753+3,104.6% | Added |
| Jump Financial, LLC | 173,745 | $8.91M | 0.29% | +154,886+821.3% | Added |
| Gulf International Bank (UK) Ltd | 172,691 | $8.86M | 0.25% | −19,652−10.2% | Reduced |
| Empowered Funds, LLC | 172,634 | $8.86M | 0.22% | +78,822+84.0% | Added |
| South Dakota Investment Council | 172,375 | $8.85M | 0.19% | −5,600−3.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $8.82M | 0.12% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 171,226 | $8.79M | 0.84% | +88,111+106.0% | Added |
| CIBC World Markets Inc. | 171,003 | $8.77M | 0.02% | −45,766−21.1% | Reduced |
| Old National Bancorp | 170,019 | $8.72M | 0.23% | +476+0.3% | Added |
| Rockland Trust Co | 169,297 | $8.69M | 0.48% | +34,311+25.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 168,396 | $8.64M | 1.71% | −6,124−3.5% | Reduced |
| Vestcor Inc | 168,274 | $8.63M | 0.29% | −486−0.3% | Reduced |
| Bourne Lent Asset Management Inc | 168,257 | $8.63M | 3.50% | −16,734−9.0% | Reduced |
| Kingsview Wealth Management, LLC | 166,362 | $8.54M | 0.25% | +101,010+154.6% | Added |
| Northwest & Ethical Investments L.P. | 165,109 | $8.47M | 0.26% | −75,784−31.5% | Reduced |
| BancorpSouth Bank | 164,869 | $8.46M | 0.69% | +45,053+37.6% | Added |
| National Asset Management, Inc. | 163,401 | $8.38M | 0.23% | −22,462−12.1% | Reduced |
| Kentucky Retirement Systems | 162,802 | $8.35M | 0.26% | −6,633−3.9% | Reduced |
| Transcend Wealth Collective, LLC | 161,567 | $8.29M | 0.74% | +37,853+30.6% | Added |
| FORA Capital, LLC | 158,843 | $8.15M | 0.70% | +122,679+339.2% | Added |
| Cetera Investment Advisers | 158,699 | $8.14M | 0.07% | +19,651+14.1% | Added |
| Belpointe Asset Management LLC | 158,622 | $8.14M | 0.71% | −3,335−2.1% | Reduced |
| Maryland State Retirement & Pension System | 158,516 | $8.13M | 0.17% | −3,406−2.1% | Reduced |
| Ziegler Capital Management, LLC | 158,348 | $8.13M | 0.37% | −19,731−11.1% | Reduced |