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, Q2 2021
Institutional positions in Bristol Myers Squibb Co as of Jun 30, 2021. 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
- 2,379
- +38 vs. Q1 2021
- Shares held
- 1.63B
- +10.4M (+0.6%) vs. Q1 2021
- Total value
- $109.0B
- +$6.64B (+6.5%) vs. Q1 2021
- New holders
- 149
- 963 more added
- Sold out
- 111
- 956 more reduced
33 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 18,342 | $1.23M | 0.93% | +816+4.7% | Added |
| Eudaimonia Partners, LLC | 18,384 | $1.23M | 0.23% | +1,802+10.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 18,400 | $1.23M | 0.68% | +500+2.8% | Added |
| Meiji Yasuda Life Insurance Co | 18,425 | $1.23M | 0.02% | −618−3.2% | Reduced |
| Garrison Point Advisors, LLC | 18,416 | $1.23M | 0.89% | +106+0.6% | Added |
| Aaron Wealth Advisors | 18,469 | $1.23M | 0.41% | +53+0.3% | Added |
| StoneX Group Inc. | 18,474 | $1.23M | 0.18% | +1,090+6.3% | Added |
| Zuckerman Investment Group, LLC | 18,500 | $1.24M | 0.19% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 18,552 | $1.24M | 0.14% | −4,290−18.8% | Reduced |
| Davidson Capital Management Inc. | 18,628 | $1.25M | 0.60% | −246−1.3% | Reduced |
| Beaton Management Co. Inc. | 18,633 | $1.25M | 0.79% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 18,650 | $1.25M | 0.48% | −1,473−7.3% | Reduced |
| Koshinski Asset Management, Inc. | 18,688 | $1.25M | 0.16% | −7,147−27.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,688 | $1.25M | 0.28% | −1,670−8.2% | Reduced |
| ZWJ Investment Counsel Inc | 18,736 | $1.25M | 0.07% | −3,670−16.4% | Reduced |
| Cornerstone Advisory, LLC | 18,800 | $1.26M | 0.21% | +4,142+28.3% | Added |
| Parisi Gray Wealth Management | 18,819 | $1.26M | 0.46% | +211+1.1% | Added |
| Coastal Investment Advisors, Inc. | 18,838 | $1.26M | 0.30% | −416−2.2% | Reduced |
| Adviser Investments LLC | 18,893 | $1.26M | 0.09% | +577+3.2% | Added |
| Pictet & Cie (Europe) SA | 18,902 | $1.26M | 0.04% | −1,204−6.0% | Reduced |
| Aull & Monroe Investment Management Corp | 18,927 | $1.26M | 0.60% | +330+1.8% | Added |
| Excalibur Management Corp | 18,957 | $1.27M | 0.57% | +200+1.1% | Added |
| American Research & Management Co. | 18,995 | $1.27M | 0.29% | −4,970−20.7% | Reduced |
| Grandfield & Dodd, LLC | 19,014 | $1.27M | 0.09% | +281+1.5% | Added |
| Hikari Power Ltd | 19,040 | $1.27M | 0.13% | +7,760+68.8% | Added |
| Edgestream Partners, L.P. | 19,121 | $1.28M | 0.08% | +15,937+500.5% | Added |
| Adalta Capital Management LLC | 19,298 | $1.29M | 0.70% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 19,341 | $1.29M | 0.56% | +2,391+14.1% | Added |
| First Horizon Advisors, Inc. | 19,387 | $1.29M | 0.07% | −1,576−7.5% | Reduced |
| Bell Bank | 19,412 | $1.30M | 0.17% | 00.0% | Unchanged |
| KCS Wealth Advisory | 19,417 | $1.30M | 0.61% | +2,409+14.2% | Added |
| Abundance Wealth Counselors | 19,445 | $1.30M | 0.34% | +18,245+1,520.4% | Added |
| Checchi Capital Advisers, LLC | 19,477 | $1.30M | 0.16% | +152+0.8% | Added |
| Royal Harbor Partners, LLC | 19,464 | $1.30M | 0.87% | +581+3.1% | Added |
| LS Investment Advisors, LLC | 19,479 | $1.30M | 0.16% | −72,732−78.9% | Reduced |
| Ethic Inc. | 19,505 | $1.30M | 0.16% | +3,638+22.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,511 | $1.30M | 0.90% | −295−1.5% | Reduced |
| Neumann Capital Management, LLC | 19,544 | $1.31M | 0.59% | +400+2.1% | Added |
| Quadrant Private Wealth Management, LLC | 19,625 | $1.31M | 0.53% | +873+4.7% | Added |
| Gries Financial LLC | 19,155 | $1.31M | 0.42% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 19,681 | $1.31M | 0.08% | +5,958+43.4% | Added |
| M Holdings Securities, Inc. | 19,690 | $1.32M | 0.13% | −621−3.1% | Reduced |
| Essex Savings Bank | 20,025 | $1.32M | 0.51% | −215−1.1% | Reduced |
| Chesapeake Wealth Management | 19,699 | $1.32M | 0.43% | −2,376−10.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 19,708 | $1.32M | 0.43% | −935−4.5% | Reduced |
| Court Place Advisors, LLC | 19,753 | $1.32M | 0.38% | −200−1.0% | Reduced |
| Spotlight Asset Group, Inc. | 19,900 | $1.33M | 0.51% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 19,928 | $1.33M | 0.25% | −100−0.5% | Reduced |
| CM Management, LLC | 20,000 | $1.34M | 0.97% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 20,037 | $1.34M | 0.61% | 00.0% | Unchanged |
| True North Advisors, LLC | 20,096 | $1.34M | 0.28% | +70+0.3% | Added |
| Delphi Management Inc | 20,122 | $1.34M | 1.28% | +235+1.2% | Added |
| Montecito Bank & Trust | 20,177 | $1.35M | 0.26% | +580+3.0% | Added |
| United Bank | 20,240 | $1.35M | 0.91% | −3,315−14.1% | Reduced |
| Indiana Trust & Investment Management CO | 21,819 | $1.35M | 0.74% | +810+3.9% | Added |
| Alta Wealth Advisors LLC | 20,248 | $1.35M | 0.99% | −224−1.1% | Reduced |
| Private Wealth Advisors | 20,245 | $1.35M | 0.42% | +2,048+11.3% | Added |
| Hemenway Trust Co LLC | 20,325 | $1.36M | 0.14% | −5,304−20.7% | Reduced |
| Nicolet Bankshares Inc | 20,336 | $1.36M | 0.36% | +901+4.6% | Added |
| Asset Dedication, LLC | 20,302 | $1.36M | 0.20% | +4,738+30.4% | Added |
| Brighton Jones LLC | 20,375 | $1.36M | 0.07% | −486−2.3% | Reduced |
| Taylor Frigon Capital Management LLC | 20,395 | $1.36M | 0.43% | +1,639+8.7% | Added |
| Smithfield Trust Co | 20,429 | $1.36M | 0.09% | −440−2.1% | Reduced |
| CPWM, LLC | 20,429 | $1.36M | 0.10% | −290−1.4% | Reduced |
| HCR Wealth Advisors | 20,458 | $1.37M | 0.24% | +428+2.1% | Added |
| Moneta Group Investment Advisors LLC | 20,473 | $1.37M | 0.06% | +1,655+8.8% | Added |
| Trust Asset Management LLC | 20,512 | $1.37M | 0.19% | +2,115+11.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,582 | $1.38M | 0.35% | +4,764+30.1% | Added |
| Foster & Motley Inc | 20,584 | $1.38M | 0.12% | +7,414+56.3% | Added |
| YorkBridge Wealth Partners, LLC | 20,634 | $1.38M | 0.36% | −428−2.0% | Reduced |
| Marino, Stram & Associates LLC | 20,634 | $1.38M | 0.36% | +13,791+201.5% | Added |
| Hengehold Capital Management LLC | 20,645 | $1.38M | 0.18% | +10.0% | Added |
| Fountainhead AM, LLC | 21,935 | $1.39M | 0.74% | −1,183−5.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,755 | $1.39M | 0.45% | +10,305+98.6% | Added |
| Savant Capital, LLC | 20,771 | $1.39M | 0.06% | +437+2.1% | Added |
| CAMG Solamere Management, LLC | 20,802 | $1.39M | 1.20% | −139−0.7% | Reduced |
| Highlander Capital Management, LLC | 20,824 | $1.39M | 0.69% | −3,550−14.6% | Reduced |
| Assetmark, Inc | 21,020 | $1.41M | 0.01% | +69+0.3% | Added |
| Sequoia Financial Advisors, LLC | 21,060 | $1.41M | 0.05% | +2,699+14.7% | Added |
| Newman Dignan & Sheerar, Inc. | 21,073 | $1.41M | 0.48% | +1,132+5.7% | Added |
| Centaurus Financial, Inc. | 21,136 | $1.41M | 0.12% | +2,078+10.9% | Added |
| Cim Investment Mangement Inc | 21,441 | $1.43M | 0.44% | −414−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 21,454 | $1.43M | 0.08% | −310−1.4% | Reduced |
| Citizens Business Bank | 21,561 | $1.44M | 0.19% | +19+0.1% | Added |
| Clark Capital Management Group, Inc. | 21,645 | $1.45M | 0.02% | −703,603−97.0% | Reduced |
| Bel Air Investment Advisors LLC | 21,670 | $1.45M | 0.04% | −6,569−23.3% | Reduced |
| Bellevue Asset Management, LLC | 21,736 | $1.45M | 0.89% | −114−0.5% | Reduced |
| Notis-McConarty Edward | 21,850 | $1.46M | 0.54% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 21,946 | $1.47M | 0.27% | +647+3.0% | Added |
| Fairfield, Bush & Co. | 22,035 | $1.47M | 0.40% | −3,138−12.5% | Reduced |
| Independent Financial Group, LLC | 22,072 | $1.47M | 0.16% | +1,549+7.5% | Added |
| Campbell Wealth Management | 22,346 | $1.49M | 0.20% | −207−0.9% | Reduced |
| Blueshift Asset Management, LLC | 22,390 | $1.50M | 0.08% | +131+0.6% | Added |
| Meitav Dash Investments Ltd | 22,475 | $1.50M | 0.04% | +18,475+461.9% | Added |
| Alhambra Investment Partners LLC | 22,529 | $1.50M | 1.13% | +605+2.8% | Added |
| Bray Capital Advisors | 22,597 | $1.51M | 0.39% | −749−3.2% | Reduced |
| Minot Wealth Management LLC | 22,418 | $1.51M | 0.33% | +2,012+9.9% | Added |
| Leisure Capital Management | 22,642 | $1.51M | 0.84% | −1,389−5.8% | Reduced |
| Premier Asset Management LLC | 22,665 | $1.51M | 0.22% | −6,672−22.7% | Reduced |
| St Germain D J Co Inc | 22,705 | $1.52M | 0.10% | +114+0.5% | Added |