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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 158,454 | $8.13M | 0.13% | 00.0% | Unchanged |
| Natixis | 158,441 | $8.13M | 0.06% | +158,441 | New |
| Assetmark, Inc | 155,684 | $7.99M | 0.03% | +15,329+10.9% | Added |
| Putnam Investments LLC | 153,936 | $7.90M | 0.01% | +33,024+27.3% | Added |
| F&V Capital Management, LLC | 153,823 | $7.89M | 2.53% | +220+0.1% | Added |
| Farmers & Merchants Investments Inc | 153,705 | $7.89M | 0.29% | +82+0.1% | Added |
| Kestra Private Wealth Services, LLC | 152,909 | $7.85M | 0.20% | +13,098+9.4% | Added |
| NorthCrest Asset Manangement, LLC | 149,969 | $7.69M | 0.29% | −12,082−7.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 149,699 | $7.68M | 0.81% | −155,746−51.0% | Reduced |
| Financial Counselors Inc | 148,845 | $7.64M | 0.14% | −3,386−2.2% | Reduced |
| Erste Asset Management GmbH | 148,942 | $7.63M | 0.11% | +4,798+3.3% | Added |
| Claret Asset Management Corp | 146,064 | $7.50M | 1.34% | +11,839+8.8% | Added |
| Forbes J M & Co LLP | 145,859 | $7.48M | 0.87% | +956+0.7% | Added |
| Te Ahumairangi Investment Management Ltd | 145,707 | $7.48M | 1.42% | −15,685−9.7% | Reduced |
| Heritage Investors Management Corp | 145,327 | $7.46M | 0.28% | −2,022−1.4% | Reduced |
| JustInvest LLC | 141,369 | $7.25M | 0.19% | +47,067+49.9% | Added |
| Baader Bank INC | 142,025 | $7.25M | 0.62% | +2,961+2.1% | Added |
| Cutter Capital Management, LP | 140,000 | $7.18M | 3.43% | +140,000 | New |
| Goelzer Investment Management, Inc. | 138,725 | $7.12M | 0.46% | −617−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 138,626 | $7.11M | 0.03% | +61,119+78.9% | Added |
| Advisors Capital Management, LLC | 137,701 | $7.07M | 0.14% | −3,649−2.6% | Reduced |
| Hartford Investment Management Co | 136,960 | $7.03M | 0.26% | −6,661−4.6% | Reduced |
| Bessemer Group Inc | 136,780 | $7.02M | 0.01% | +42,674+45.3% | Added |
| Wealthfront Advisers LLC | 136,464 | $7.00M | 0.03% | −6,593−4.6% | Reduced |
| Welch & Forbes LLC | 135,704 | $6.96M | 0.11% | −14,928−9.9% | Reduced |
| Northern Oak Wealth Management Inc | 135,554 | $6.96M | 0.83% | −6,682−4.7% | Reduced |
| Redwood Investment Management, LLC | 135,558 | $6.96M | 0.64% | +126,893+1,464.4% | Added |
| Tufton Capital Management | 134,548 | $6.90M | 1.45% | −5,788−4.1% | Reduced |
| Seven Eight Capital, LP | 134,432 | $6.90M | 0.80% | +80,225+148.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 134,163 | $6.88M | 0.09% | −76,610−36.3% | Reduced |
| California First Leasing Corp | 132,800 | $6.81M | 3.62% | 00.0% | Unchanged |
| Lido Advisors, LLC | 132,078 | $6.78M | 0.07% | +20,687+18.6% | Added |
| Muhlenkamp & Co Inc | 131,760 | $6.76M | 2.21% | +2,028+1.6% | Added |
| Securian Asset Management, Inc | 128,867 | $6.61M | 0.19% | −21,050−14.0% | Reduced |
| Jacobs & Co | 127,314 | $6.53M | 0.74% | +907+0.7% | Added |
| Azimuth Capital Investment Management LLC | 127,011 | $6.52M | 0.29% | −3,351−2.6% | Reduced |
| American Assets Investment Management, LLC | 127,000 | $6.52M | 0.67% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 126,457 | $6.49M | 1.22% | −5,598−4.2% | Reduced |
| Shelton Capital Management | 126,053 | $6.47M | 0.21% | −8,753−6.5% | Reduced |
| HM Payson & Co | 125,993 | $6.46M | 0.13% | −90,270−41.7% | Reduced |
| Clearbridge Investments, LLC | 125,980 | $6.46M | 0.01% | +13,534+12.0% | Added |
| Bollard Group LLC | 125,977 | $6.46M | 0.22% | −31,232−19.9% | Reduced |
| Biondo Investment Advisors, LLC | 125,380 | $6.43M | 1.09% | −260−0.2% | Reduced |
| Parsons Capital Management Inc | 125,328 | $6.43M | 0.46% | −354−0.3% | Reduced |
| Keystone Financial Planning, Inc. | 123,069 | $6.31M | 2.09% | +7,640+6.6% | Added |
| Louisiana State Employees Retirement System | 123,000 | $6.31M | 0.13% | −6,400−4.9% | Reduced |
| Atria Investments LLC | 122,568 | $6.30M | 0.10% | −21,995−15.2% | Reduced |
| GWM Advisors LLC | 123,666 | $6.30M | 0.06% | −71,387−36.6% | Reduced |
| Tocqueville Asset Management L.P. | 121,641 | $6.24M | 0.11% | −272,000−69.1% | Reduced |
| Cetera Advisors LLC | 121,611 | $6.24M | 0.09% | +5,423+4.7% | Added |
| Tiaa Trust, National Association | 121,419 | $6.23M | 0.02% | −16,808−12.2% | Reduced |
| Stock Yards Bank & Trust Co | 120,226 | $6.17M | 0.22% | −35,760−22.9% | Reduced |
| Canal Insurance CO | 120,000 | $6.16M | 1.71% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 119,724 | $6.14M | 0.10% | −45,589−27.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 119,525 | $6.13M | 0.10% | −27,401−18.6% | Reduced |
| Johnson Investment Counsel Inc | 119,461 | $6.13M | 0.07% | −8,253−6.5% | Reduced |
| Metis Global Partners, LLC | 119,251 | $6.12M | 0.24% | +17,479+17.2% | Added |
| Gamco Investors, Inc. Et Al | 118,522 | $6.08M | 0.06% | −4,417−3.6% | Reduced |
| Bokf, NA | 116,527 | $5.98M | 0.12% | −11,719−9.1% | Reduced |
| Edgar Lomax Co | 116,262 | $5.97M | 0.39% | −5,285−4.3% | Reduced |
| Umb Bank N A | 115,968 | $5.95M | 0.09% | −21,688−15.8% | Reduced |
| HGK Asset Management Inc | 115,796 | $5.94M | 1.38% | +15,983+16.0% | Added |
| Cullinan Associates Inc | 114,284 | $5.86M | 0.33% | −26,085−18.6% | Reduced |
| Marathon Capital Management | 114,134 | $5.86M | 1.47% | −6,593−5.5% | Reduced |
| WealthTrust Axiom LLC | 112,935 | $5.79M | 1.94% | −389−0.3% | Reduced |
| TownSquare Capital, LLC | 112,656 | $5.78M | 0.10% | +8,630+8.3% | Added |
| Silvercrest Asset Management Group LLC | 112,157 | $5.75M | 0.04% | −1,055−0.9% | Reduced |
| iA Global Asset Management Inc. | 111,950 | $5.74M | 0.13% | −233,938−67.6% | Reduced |
| Bogart Wealth, LLC | 111,074 | $5.70M | 0.32% | +20,789+23.0% | Added |
| Two Sigma Securities, LLC | 110,973 | $5.69M | 0.26% | −212,599−65.7% | Reduced |
| Advocate Group LLC | 110,227 | $5.66M | 1.21% | +5,664+5.4% | Added |
| Westpac Banking Corp | 110,130 | $5.65M | 0.47% | −5,041−4.4% | Reduced |
| Brookstone Capital Management | 110,019 | $5.65M | 0.11% | +14,516+15.2% | Added |
| Neville Rodie & Shaw Inc | 109,471 | $5.62M | 0.46% | −45,082−29.2% | Reduced |
| New Mexico Educational Retirement Board | 109,334 | $5.61M | 0.22% | 00.0% | Unchanged |
| Sandy Spring Bank | 109,212 | $5.60M | 0.28% | −9,726−8.2% | Reduced |
| Grassi Investment Management | 108,860 | $5.59M | 0.59% | +300+0.3% | Added |
| Poehling Capital Management, LLC | 88,812 | $5.56M | 1.76% | −165−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 108,293 | $5.56M | 0.08% | −28,842−21.0% | Reduced |
| Ci Investments Inc. | 108,212 | $5.55M | 0.03% | −45,454−29.6% | Reduced |
| Quantbot Technologies LP | 107,951 | $5.54M | 0.32% | +31,818+41.8% | Added |
| Argent Trust Co | 107,367 | $5.51M | 0.27% | +1,107+1.0% | Added |
| Banque Cantonale Vaudoise | 107,246 | $5.50M | 0.24% | −13,462−11.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 107,068 | $5.49M | 0.52% | +1,962+1.9% | Added |
| Ostrum Asset Management | 106,365 | $5.46M | 0.47% | +6,122+6.1% | Added |
| MBB Public Markets I LLC | 106,033 | $5.44M | 0.34% | +106,033 | New |
| Loomis Sayles & Co L P | 105,942 | $5.44M | 0.01% | +49,458+87.6% | Added |
| Raymond James Trust N.A. | 105,243 | $5.40M | 0.14% | −21,856−17.2% | Reduced |
| Bayesian Capital Management, LP | 104,800 | $5.38M | 0.57% | +104,800 | New |
| Stephens Inc | 104,416 | $5.36M | 0.09% | −4,509−4.1% | Reduced |
| XML Financial, LLC | 104,353 | $5.35M | 0.56% | +1,943+1.9% | Added |
| Groupama Asset Managment | 104,297 | $5.35M | 0.14% | +104,297 | New |
| Searle & Co. | 104,081 | $5.34M | 1.46% | +11,048+11.9% | Added |
| Signaturefd, LLC | 102,505 | $5.26M | 0.12% | −3,481−3.3% | Reduced |
| TrimTabs Asset Management, LLC | 102,310 | $5.25M | 1.52% | +67,856+196.9% | Added |
| Strategic Global Advisors, LLC | 102,075 | $5.24M | 1.20% | −70,391−40.8% | Reduced |
| ExodusPoint Capital Management, LP | 101,652 | $5.22M | 0.06% | +43,255+74.1% | Added |
| Cornerstone Advisors, LLC | 100,400 | $5.15M | 0.23% | −35,100−25.9% | Reduced |
| Viking Fund Management LLC | 100,000 | $5.13M | 1.00% | +12,000+13.6% | Added |
| Parkman Healthcare Partners LLC | 100,000 | $5.13M | 0.73% | +100,000 | New |