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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 22,362 | $1.52M | 0.45% | +7,640+51.9% | Added |
| Guyasuta Investment Advisors Inc | 22,829 | $1.52M | 0.11% | +1,208+5.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 22,866 | $1.53M | 0.74% | −4,504−16.5% | Reduced |
| Chesley Taft & Associates LLC | 22,866 | $1.53M | 0.09% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 22,895 | $1.53M | 0.99% | −7,764−25.3% | Reduced |
| Fma Advisory Inc | 22,933 | $1.53M | 0.57% | +74+0.3% | Added |
| Aigen Investment Management, LP | 22,982 | $1.54M | 0.27% | −1,886−7.6% | Reduced |
| 180 Wealth Advisors, LLC | 22,817 | $1.54M | 0.35% | +602+2.7% | Added |
| Greytown Advisors Inc. | 23,039 | $1.54M | 0.75% | +6,523+39.5% | Added |
| Princeton Portfolio Strategies Group LLC | 23,044 | $1.54M | 0.30% | −7,125−23.6% | Reduced |
| Mainstay Capital Management LLC | 23,117 | $1.54M | 0.36% | −567−2.4% | Reduced |
| Park Avenue Securities LLC | 23,161 | $1.55M | 0.03% | −7,624−24.8% | Reduced |
| Dividend Assets Capital, LLC | 23,248 | $1.55M | 0.30% | −596−2.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 23,250 | $1.55M | 0.19% | +1,385+6.3% | Added |
| Flagship Harbor Advisors, LLC | 23,264 | $1.55M | 0.17% | +713+3.2% | Added |
| Brewin Dolphin Ltd | 23,276 | $1.56M | 0.07% | −300−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,316 | $1.56M | 0.14% | +139+0.6% | Added |
| Balasa Dinverno & Foltz LLC | 23,349 | $1.56M | 0.11% | −324−1.4% | Reduced |
| J. W. Coons Advisors, LLC | 23,371 | $1.56M | 0.55% | +600+2.6% | Added |
| Cypress Capital, LLC | 23,386 | $1.56M | 1.53% | +3,286+16.3% | Added |
| Clarius Group, LLC | 23,413 | $1.56M | 0.14% | +398+1.7% | Added |
| Cowa, LLC | 23,524 | $1.57M | 0.98% | −248−1.0% | Reduced |
| Kercheville Advisors, LLC | 23,457 | $1.57M | 0.73% | +258+1.1% | Added |
| Legacy Bridge, LLC | 23,488 | $1.57M | 0.89% | −1,050−4.3% | Reduced |
| Aurora Private Wealth, Inc. | 23,607 | $1.58M | 0.63% | +1,332+6.0% | Added |
| Cobblestone Capital Advisors LLC | 23,644 | $1.58M | 0.11% | −2,970−11.2% | Reduced |
| Prospera Financial Services Inc | 23,665 | $1.58M | 0.08% | +4,784+25.3% | Added |
| Hudson Valley Investment Advisors Inc | 23,753 | $1.59M | 0.28% | −1,150−4.6% | Reduced |
| Bridges Investment Management Inc | 23,752 | $1.59M | 0.05% | −250−1.0% | Reduced |
| Sterling Investment Management, Inc. | 23,824 | $1.59M | 1.04% | +1,026+4.5% | Added |
| Paradigm Financial Partners, LLC | 23,833 | $1.59M | 0.40% | −2,513−9.5% | Reduced |
| Buckley Wealth Management, LLC | 23,843 | $1.59M | 0.55% | 00.0% | Unchanged |
| Intrust Bank NA | 23,869 | $1.59M | 0.22% | −947−3.8% | Reduced |
| Longfellow Investment Management Co LLC | 23,873 | $1.60M | 0.23% | −9,739−29.0% | Reduced |
| Exencial Wealth Advisors, LLC | 23,907 | $1.60M | 0.09% | −355−1.5% | Reduced |
| Monetary Management Group Inc | 23,942 | $1.60M | 0.48% | −12,470−34.2% | Reduced |
| Sky Investment Group LLC | 23,958 | $1.60M | 0.36% | +420+1.8% | Added |
| Poplar Forest Capital LLC | 23,989 | $1.60M | 0.16% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 23,997 | $1.60M | 0.93% | +650+2.8% | Added |
| RBA Wealth Management, LLC | 24,007 | $1.60M | 3.41% | −1,671−6.5% | Reduced |
| Mission Wealth Management, LP | 24,063 | $1.61M | 0.09% | −2,183−8.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 24,072 | $1.61M | 0.41% | +111+0.5% | Added |
| Eads & Heald Wealth Management | 24,095 | $1.61M | 0.79% | +384+1.6% | Added |
| Sentry Investment Management LLC | 24,138 | $1.61M | 0.41% | 00.0% | Unchanged |
| Main Street Research LLC | 24,169 | $1.61M | 0.13% | −17−0.1% | Reduced |
| Patriot Investment Management Inc. | 24,185 | $1.62M | 0.15% | +1,071+4.6% | Added |
| TrimTabs Asset Management, LLC | 24,273 | $1.62M | 0.83% | +24,273 | New |
| Green Square Capital Advisors LLC | 24,264 | $1.62M | 0.44% | +3,735+18.2% | Added |
| IHT Wealth Management, LLC | 24,268 | $1.62M | 0.10% | +984+4.2% | Added |
| Duff & Phelps Investment Management Co | 24,290 | $1.62M | 0.02% | −2,215−8.4% | Reduced |
| Wealthsource Partners, LLC | 24,310 | $1.62M | 0.14% | −1,114−4.4% | Reduced |
| Schulhoff & Co Inc | 24,321 | $1.63M | 0.72% | −100−0.4% | Reduced |
| Comerica Securities,inc. | 24,383 | $1.63M | 0.12% | −1,109−4.4% | Reduced |
| Aries Wealth Management | 24,372 | $1.63M | 0.70% | +801+3.4% | Added |
| Pflug Koory, LLC | 24,394 | $1.63M | 0.85% | +800+3.4% | Added |
| Citizens & Northern Corp | 24,481 | $1.64M | 0.61% | −1,798−6.8% | Reduced |
| Duality Advisers, LP | 24,503 | $1.64M | 0.15% | +24,503 | New |
| First Command Bank | 24,615 | $1.65M | 0.18% | +10,069+69.2% | Added |
| First Command Financial Services, Inc. | 24,615 | $1.65M | 0.18% | +10,069+69.2% | Added |
| Washington Capital Management Inc | 24,750 | $1.65M | 2.00% | +140+0.6% | Added |
| AIA Group Ltd | 24,986 | $1.66M | 0.11% | +12,727+103.8% | Added |
| Dorsey & Whitney Trust CO LLC | 25,037 | $1.67M | 0.16% | −5,718−18.6% | Reduced |
| First Heartland Consultants, Inc. | 25,138 | $1.68M | 0.25% | +2,741+12.2% | Added |
| First United Bank Trust | 25,172 | $1.68M | 0.70% | −851−3.3% | Reduced |
| Bowling Portfolio Management LLC | 25,166 | $1.68M | 0.38% | −565−2.2% | Reduced |
| Chatham Capital Group, Inc. | 25,165 | $1.68M | 0.33% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 25,306 | $1.69M | 0.67% | −7,420−22.7% | Reduced |
| NEXT Financial Group, Inc | 25,310 | $1.69M | 0.14% | −992−3.8% | Reduced |
| Covenant Asset Management, LLC | 25,319 | $1.69M | 0.51% | +625+2.5% | Added |
| First Quadrant L P | 25,333 | $1.69M | 0.19% | −9,793−27.9% | Reduced |
| ARS Investment Partners, LLC | 25,361 | $1.70M | 0.17% | −36,959−59.3% | Reduced |
| AlphaMark Advisors, LLC | 25,401 | $1.70M | 0.62% | +135+0.5% | Added |
| Monarch Capital Management Inc | 25,448 | $1.70M | 0.49% | −39−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,560 | $1.71M | 0.40% | +1,892+8.0% | Added |
| Kovack Advisors, Inc. | 25,630 | $1.71M | 0.20% | −659−2.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 25,638 | $1.71M | 0.36% | −110.0% | Reduced |
| Fort, L.P. | 25,730 | $1.72M | 0.50% | −1,432−5.3% | Reduced |
| Bank of Hawaii | 25,765 | $1.72M | 0.10% | −5,046−16.4% | Reduced |
| Sawgrass Asset Management LLC | 25,771 | $1.72M | 0.15% | −195−0.8% | Reduced |
| Montag A & Associates Inc | 25,782 | $1.72M | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 25,808 | $1.72M | 0.09% | +6,401+33.0% | Added |
| Pitcairn Co | 25,846 | $1.73M | 0.12% | +6,021+30.4% | Added |
| Pegasus Asset Management, Inc. | 25,933 | $1.73M | 0.81% | +151+0.6% | Added |
| Regal Investment Advisors LLC | 25,954 | $1.73M | 0.17% | +25,954 | New |
| Dumont & Blake Investment Advisors LLC | 26,007 | $1.74M | 0.49% | +114+0.4% | Added |
| Delta Financial Advisors LLC | 26,040 | $1.74M | 0.76% | −105−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 26,048 | $1.74M | 0.07% | +334+1.3% | Added |
| Bennicas & Associates, Inc. | 26,069 | $1.74M | 0.96% | −100−0.4% | Reduced |
| Headinvest, LLC | 26,123 | $1.75M | 0.33% | +1,667+6.8% | Added |
| Stolper Co | 26,139 | $1.75M | 0.82% | +216+0.8% | Added |
| Jensen Investment Management Inc | 26,375 | $1.76M | 0.01% | −800−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 45,108 | $1.76M | 0.11% | −4,432−8.9% | Reduced |
| Mount Vernon Associates Inc | 26,429 | $1.77M | 1.62% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,463 | $1.77M | 0.06% | −1,218−4.4% | Reduced |
| Empirical Finance, LLC | 26,551 | $1.77M | 0.29% | +3,670+16.0% | Added |
| Galvin, Gaustad & Stein, LLC | 26,589 | $1.78M | 0.17% | +60.0% | Added |
| Mastrapasqua Asset Management Inc | 26,629 | $1.78M | 0.19% | +2,205+9.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,691 | $1.78M | 1.17% | +26,691 | New |
| Washington Trust Co | 26,738 | $1.79M | 0.05% | −7,971−23.0% | Reduced |
| Providence Wealth Advisors, LLC | 26,911 | $1.79M | 1.22% | −221−0.8% | Reduced |