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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 99,549 | $5.11M | 0.76% | −12,716−11.3% | Reduced |
| Glenview Trust Co | 99,556 | $5.11M | 0.13% | −10,338−9.4% | Reduced |
| Moors & Cabot, Inc. | 99,312 | $5.10M | 0.32% | −7,082−6.7% | Reduced |
| Cypress Capital Group | 99,248 | $5.09M | 0.66% | +1,126+1.1% | Added |
| NBT Bank N A | 98,608 | $5.06M | 0.40% | −495−0.5% | Reduced |
| PGGM Investments | 98,409 | $5.05M | 0.08% | +98,409 | New |
| Assenagon Asset Management S.A. | 98,394 | $5.05M | 0.02% | +3,313+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 98,178 | $5.04M | 0.24% | −9,562−8.9% | Reduced |
| Brown Brothers Harriman & Co | 97,850 | $5.02M | 0.04% | −2,267−2.3% | Reduced |
| Banque Pictet & Cie SA | 97,367 | $5.00M | 0.06% | +56,157+136.3% | Added |
| Flputnam Investment Management Co | 96,506 | $4.95M | 0.12% | +11,352+13.3% | Added |
| Steward Partners Investment Advisory, LLC | 96,216 | $4.94M | 0.07% | −7,111−6.9% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $4.86M | 1.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 94,730 | $4.86M | 0.12% | +24,089+34.1% | Added |
| Osborne Partners Capital Management, LLC | 93,990 | $4.82M | 0.32% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 93,936 | $4.82M | 0.08% | +43,939+87.9% | Added |
| Tritonpoint Wealth, LLC | 93,905 | $4.82M | 0.47% | +93,905 | New |
| Employees Retirement System of Texas | 93,902 | $4.82M | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 93,638 | $4.80M | 0.05% | +42,457+83.0% | Added |
| Boston Private Wealth LLC | 93,443 | $4.79M | 0.12% | +367+0.4% | Added |
| First Horizon Advisors, Inc. | 93,408 | $4.79M | 0.16% | +2,075+2.3% | Added |
| Edgestream Partners, L.P. | 92,707 | $4.76M | 0.34% | +35,655+62.5% | Added |
| Edentree Asset Management Ltd | 92,450 | $4.74M | 1.47% | +3,000+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 91,706 | $4.71M | 0.15% | −2,666−2.8% | Reduced |
| Shorepoint Capital Partners LLC | 91,640 | $4.70M | 1.26% | +5,849+6.8% | Added |
| Advisors Asset Management, Inc. | 91,629 | $4.70M | 0.10% | +20,989+29.7% | Added |
| Wright Investors Service Inc | 91,200 | $4.68M | 1.32% | −11,837−11.5% | Reduced |
| Trustmark National Bank Trust Department | 90,039 | $4.62M | 0.42% | +19,956+28.5% | Added |
| Equitable Holdings, Inc. | 89,015 | $4.57M | 0.06% | +8,390+10.4% | Added |
| CX Institutional | 88,573 | $4.54M | 0.24% | +28,749+48.1% | Added |
| RSM US Wealth Management LLC | 88,442 | $4.54M | 0.12% | +2,492+2.9% | Added |
| Venture Visionary Partners LLC | 88,010 | $4.52M | 0.24% | +19,002+27.5% | Added |
| HealthInvest Partners AB | 88,000 | $4.52M | 3.53% | +88,000 | New |
| Griffin Asset Management, Inc. | 87,693 | $4.50M | 0.57% | −20,170−18.7% | Reduced |
| Hoylecohen, LLC | 87,465 | $4.49M | 0.37% | −20,396−18.9% | Reduced |
| Wasatch Advisors Inc | 87,375 | $4.48M | 0.02% | +3,500+4.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 85,150 | $4.37M | 0.51% | +85,150 | New |
| Ally Financial Inc. | 85,000 | $4.36M | 0.57% | +19,000+28.8% | Added |
| Scott & Selber, Inc. | 84,720 | $4.35M | 1.63% | −6,638−7.3% | Reduced |
| Patten & Patten Inc | 84,710 | $4.35M | 0.36% | −18,317−17.8% | Reduced |
| Woodstock Corp | 84,111 | $4.32M | 0.50% | −16,958−16.8% | Reduced |
| Aaron Wealth Advisors | 83,732 | $4.30M | 0.71% | −50,349−37.6% | Reduced |
| Welch Group, LLC | 83,550 | $4.29M | 0.23% | −4,323−4.9% | Reduced |
| Everence Capital Management Inc | 83,350 | $4.28M | 0.31% | +14,424+20.9% | Added |
| Stratos Wealth Advisors, LLC | 83,191 | $4.27M | 0.25% | −3,440−4.0% | Reduced |
| Twin Capital Management Inc | 83,162 | $4.27M | 0.56% | +9,831+13.4% | Added |
| Metropolitan Life Insurance Co | 82,824 | $4.25M | 0.20% | −3,611−4.2% | Reduced |
| Quantinno Capital Management LP | 82,669 | $4.24M | 0.15% | −36,287−30.5% | Reduced |
| Salem Investment Counselors Inc | 82,613 | $4.24M | 0.15% | −20,105−19.6% | Reduced |
| Point72 Hong Kong Ltd | 81,996 | $4.21M | 0.26% | +81,996 | New |
| First Citizens Bank & Trust Co | 81,973 | $4.21M | 0.08% | +72,741+787.9% | Added |
| Motco | 81,715 | $4.19M | 0.27% | −19,606−19.4% | Reduced |
| Geneos Wealth Management Inc. | 81,640 | $4.19M | 0.21% | −14,755−15.3% | Reduced |
| Advisory Services Network, LLC | 81,260 | $4.17M | 0.10% | −26,910−24.9% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $4.16M | 0.38% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 80,906 | $4.15M | 1.00% | +1,175+1.5% | Added |
| Nomura Holdings Inc | 80,803 | $4.15M | 0.04% | +1,572+2.0% | Added |
| London Co of Virginia | 80,476 | $4.13M | 0.02% | −3,776−4.5% | Reduced |
| Vinva Investment Management Ltd | 79,675 | $4.08M | 0.28% | +2,352+3.0% | Added |
| Aviance Capital Partners, LLC | 79,098 | $4.06M | 0.87% | −3,555−4.3% | Reduced |
| Richard Bernstein Advisors LLC | 78,571 | $4.03M | 0.09% | +52+0.1% | Added |
| Kinneret Advisory, LLC | 78,367 | $4.02M | 0.45% | −499−0.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 78,261 | $4.02M | 2.98% | +2,794+3.7% | Added |
| Haverford Trust Co | 78,241 | $4.01M | 0.04% | +1,518+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 78,176 | $4.01M | 0.14% | −17,309−18.1% | Reduced |
| First Hawaiian Bank | 77,964 | $4.00M | 0.13% | +297+0.4% | Added |
| Apollon Wealth Management, LLC | 77,741 | $3.99M | 0.14% | +3,525+4.7% | Added |
| Delta Asset Management LLC | 77,464 | $3.97M | 0.38% | +5,488+7.6% | Added |
| Gibraltar Capital Management, Inc. | 77,381 | $3.97M | 1.69% | −15,818−17.0% | Reduced |
| Virtu Financial LLC | 77,192 | $3.96M | 0.31% | +77,192 | New |
| McGuire Investment Group, LLC | 77,163 | $3.96M | 0.66% | −29,484−27.6% | Reduced |
| Sequoia Financial Advisors, LLC | 77,049 | $3.95M | 0.05% | +42,301+121.7% | Added |
| Balyasny Asset Management LLC | 76,918 | $3.95M | 0.01% | −960,724−92.6% | Reduced |
| Edgewood Management LLC | 76,850 | $3.94M | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 76,492 | $3.92M | 0.49% | −4,153−5.1% | Reduced |
| Aquatic Capital Management LLC | 76,200 | $3.91M | 0.10% | −248,300−76.5% | Reduced |
| Oxbow Advisors, LLC | 76,201 | $3.91M | 0.59% | +76,201 | New |
| Mutual Advisors, LLC | 75,872 | $3.89M | 0.14% | +38,153+101.2% | Added |
| Naples Global Advisors, LLC | 75,438 | $3.87M | 0.43% | +9,489+14.4% | Added |
| Empirical Finance, LLC | 74,813 | $3.84M | 0.27% | +94+0.1% | Added |
| 1832 Asset Management L.P. | 74,711 | $3.83M | 0.01% | +16,005+27.3% | Added |
| SYSTM Wealth Solutions LLC | 74,040 | $3.80M | 0.53% | −334−0.4% | Reduced |
| Shell Asset Management Co | 73,926 | $3.79M | 0.18% | −22,630−23.4% | Reduced |
| Daymark Wealth Partners, LLC | 73,919 | $3.79M | 0.23% | +57+0.1% | Added |
| Benedict Financial Advisors Inc | 73,797 | $3.79M | 1.03% | −142−0.2% | Reduced |
| Talbot Financial, LLC | 72,924 | $3.74M | 0.56% | −5,524−7.0% | Reduced |
| Thompson Investment Management, Inc. | 72,740 | $3.73M | 0.60% | +688+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 72,490 | $3.72M | 0.26% | −3,158−4.2% | Reduced |
| Highland Capital Management, LLC | 72,431 | $3.72M | 0.23% | +225+0.3% | Added |
| Leonteq Securities AG | 72,406 | $3.72M | 0.48% | +20,662+39.9% | Added |
| Norinchukin Bank, The | 72,384 | $3.71M | 0.09% | −10,175−12.3% | Reduced |
| Pettee Investors, Inc. | 71,920 | $3.69M | 1.63% | −476−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 71,915 | $3.69M | 0.30% | +13,670+23.5% | Added |
| Hennessy Advisors Inc | 71,400 | $3.66M | 0.18% | −4,100−5.4% | Reduced |
| Mechanics Bank Trust Department | 71,373 | $3.66M | 0.57% | −13,625−16.0% | Reduced |
| Davy Global Fund Management Ltd | 71,200 | $3.65M | 0.43% | +71,200 | New |
| Sigma Investment Counselors Inc | 71,196 | $3.65M | 0.26% | +4,505+6.8% | Added |
| Dean Investment Associates, LLC | 70,763 | $3.63M | 0.52% | −14,987−17.5% | Reduced |
| PEAK6 Investments LLC | 70,258 | $3.60M | 0.16% | +70,258 | New |
| Qsemble Capital Management, LP | 70,017 | $3.59M | 0.90% | +7,117+11.3% | Added |