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, 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| World Asset Management Inc | 41,346 | $2.76M | 0.25% | −2,129−4.9% | Reduced |
| JustInvest LLC | 41,398 | $2.77M | 0.29% | +20,713+100.1% | Added |
| Donoghue Forlines LLC | 41,422 | $2.77M | 0.52% | −340−0.8% | Reduced |
| Orca Investment Management, LLC | 41,817 | $2.79M | 2.52% | −240−0.6% | Reduced |
| AIMZ Investment Advisors, LLC | 41,863 | $2.80M | 1.25% | +30.0% | Added |
| Hilltop Holdings Inc. | 41,893 | $2.80M | 0.32% | +9,293+28.5% | Added |
| Dynamic Advisor Solutions LLC | 41,988 | $2.81M | 0.22% | −1,770−4.0% | Reduced |
| Barbara Oil Co. | 42,000 | $2.81M | 1.29% | 00.0% | Unchanged |
| City Holding Co | 42,160 | $2.82M | 0.50% | −8,050−16.0% | Reduced |
| Seelaus Asset Management LLC | 42,186 | $2.82M | 1.65% | −7,527−15.1% | Reduced |
| Lincoln National Corp | 42,274 | $2.83M | 0.06% | −2,092−4.7% | Reduced |
| Banque Pictet & Cie SA | 42,289 | $2.83M | 0.03% | −7,069−14.3% | Reduced |
| SeaCrest Wealth Management, LLC | 42,319 | $2.83M | 0.34% | +169+0.4% | Added |
| Leonteq Securities AG | 42,334 | $2.83M | 0.21% | −7,848−15.6% | Reduced |
| Lederer & Associates Investment Counsel | 42,382 | $2.83M | 1.89% | −1,355−3.1% | Reduced |
| Jacobi Capital Management LLC | 42,440 | $2.84M | 0.37% | +6,999+19.7% | Added |
| Courier Capital LLC | 42,487 | $2.84M | 0.27% | +1,020+2.5% | Added |
| Avantax Planning Partners, Inc. | 42,799 | $2.86M | 0.13% | +11,187+35.4% | Added |
| Peak Asset Management, LLC | 43,227 | $2.89M | 0.72% | +1,967+4.8% | Added |
| Knott David M | 43,409 | $2.90M | 1.12% | −8,000−15.6% | Reduced |
| McMillion Capital Management Inc | 43,440 | $2.90M | 1.58% | −1,200−2.7% | Reduced |
| Pacifica Partners Inc. | 44,056 | $2.92M | 2.21% | +1,335+3.1% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.93M | 0.39% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 43,933 | $2.94M | 1.23% | −975−2.2% | Reduced |
| Alpha Omega Wealth Management LLC | 44,012 | $2.94M | 0.48% | −499−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 44,333 | $2.96M | 0.33% | +629+1.4% | Added |
| First Midwest Bank Trust Division | 44,391 | $2.97M | 0.40% | −2,552−5.4% | Reduced |
| Selective Wealth Management, Inc. | 44,466 | $2.97M | 2.37% | −15,035−25.3% | Reduced |
| Private Trust Co NA | 44,622 | $2.98M | 0.45% | −215−0.5% | Reduced |
| Hodges Capital Management Inc. | 44,695 | $2.99M | 0.33% | +16,692+59.6% | Added |
| Jackson Square Capital, LLC | 44,746 | $2.99M | 0.96% | −108−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 44,796 | $2.99M | 1.67% | +97+0.2% | Added |
| Kingsview Wealth Management, LLC | 45,044 | $3.00M | 0.15% | −1,347−2.9% | Reduced |
| FinTrust Capital Advisors, LLC | 45,163 | $3.02M | 0.80% | +1,764+4.1% | Added |
| Capital Wealth Planning, LLC | 45,384 | $3.03M | 0.09% | −300−0.7% | Reduced |
| 1st Source Bank | 45,394 | $3.03M | 0.19% | +633+1.4% | Added |
| Windward Capital Management Co | 45,593 | $3.05M | 0.28% | +302+0.7% | Added |
| Pinnacle Financial Partners Inc | 45,643 | $3.05M | 0.12% | +3,929+9.4% | Added |
| Pinnacle Wealth Advisors | 45,643 | $3.05M | 0.12% | +45,643 | New |
| Avantax Advisory Services, Inc. | 45,874 | $3.06M | 0.06% | +2,943+6.9% | Added |
| Birmingham Capital Management Co Inc | 45,905 | $3.07M | 1.12% | +30+0.1% | Added |
| Rodgers Brothers Inc. | 46,018 | $3.08M | 0.59% | +10,350+29.0% | Added |
| Avestar Capital, LLC | 46,029 | $3.08M | 0.59% | +8,877+23.9% | Added |
| Bangor Savings Bank | 46,152 | $3.08M | 0.35% | +162+0.4% | Added |
| Mitchell Capital Management Co | 46,145 | $3.08M | 0.68% | +1,380+3.1% | Added |
| Strategic Global Advisors, LLC | 46,186 | $3.09M | 0.56% | +46,186 | New |
| Lowe Brockenbrough & Co Inc | 46,210 | $3.09M | 0.28% | −208−0.4% | Reduced |
| Silvant Capital Management LLC | 46,262 | $3.09M | 0.49% | −725−1.5% | Reduced |
| Sumitomo Life Insurance Co | 46,522 | $3.11M | 0.10% | −7,126−13.3% | Reduced |
| Fulcrum Asset Management LLP | – | $3.12M | 1.31% | – | – |
| Marco Investment Management LLC | 46,797 | $3.13M | 0.36% | +4,580+10.8% | Added |
| Beese Fulmer Investment Management, Inc. | 46,850 | $3.13M | 0.35% | −1,430−3.0% | Reduced |
| Mutual Advisors, LLC | 47,023 | $3.14M | 0.19% | −548−1.2% | Reduced |
| Old Port Advisors | 46,603 | $3.16M | 1.14% | −4,027−8.0% | Reduced |
| Wellington Shields & Co., LLC | 47,715 | $3.19M | 1.05% | −1,100−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 47,709 | $3.19M | 0.07% | −120.0% | Reduced |
| Radnor Capital Management, LLC | 47,716 | $3.19M | 1.08% | +155+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 48,187 | $3.22M | 0.45% | +1,212+2.6% | Added |
| Affinity Investment Advisors, LLC | 48,257 | $3.23M | 1.46% | −18,910−28.2% | Reduced |
| TownSquare Capital, LLC | 48,423 | $3.23M | 0.10% | +11,064+29.6% | Added |
| Paragon Capital Management LLC | 48,343 | $3.23M | 1.61% | −653−1.3% | Reduced |
| SFMG, LLC | 48,347 | $3.23M | 0.36% | +5,328+12.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 48,374 | $3.23M | 0.36% | +976+2.1% | Added |
| Allstate Corp | 48,461 | $3.24M | 0.11% | −3,125−6.1% | Reduced |
| AGF Investments America Inc. | 48,496 | $3.24M | 0.77% | +1,031+2.2% | Added |
| Selway Asset Management | 48,695 | $3.25M | 1.74% | +2,050+4.4% | Added |
| Boothbay Fund Management, LLC | 175,332 | $3.26M | 0.13% | +34,680+24.7% | Added |
| Kempner Capital Management Inc. | 48,900 | $3.27M | 1.85% | 00.0% | Unchanged |
| Bremer Bank National Association | 49,069 | $3.28M | 0.70% | −2,016−3.9% | Reduced |
| Wealthcare Advisory Partners LLC | 49,477 | $3.31M | 0.22% | +5,051+11.4% | Added |
| FORA Capital, LLC | 49,501 | $3.31M | 0.62% | +37,569+314.9% | Added |
| Hartford Financial Management Inc. | 49,532 | $3.31M | 0.82% | +160.0% | Added |
| Klingenstein Fields & Co LP | 49,617 | $3.32M | 0.14% | −180−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 49,681 | $3.32M | 0.21% | −2,690−5.1% | Reduced |
| Murphy Capital Management Inc | 49,866 | $3.33M | 0.38% | +1,495+3.1% | Added |
| Healthcare Value Capital, LLC | 50,000 | $3.34M | 7.23% | +25,000+100.0% | Added |
| Crossmark Global Holdings, Inc. | 50,179 | $3.35M | 0.08% | −6,056−10.8% | Reduced |
| BP PLC | 50,299 | $3.36M | 0.14% | −22,165−30.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,354 | $3.37M | 0.03% | +3,551+7.6% | Added |
| Parallel Advisors, LLC | 50,426 | $3.37M | 0.14% | +4,472+9.7% | Added |
| Welch Group, LLC | 50,529 | $3.38M | 0.23% | +4,514+9.8% | Added |
| Flputnam Investment Management Co | 50,583 | $3.38M | 0.12% | −1,748−3.3% | Reduced |
| First Hawaiian Bank | 50,635 | $3.38M | 0.14% | −6,860−11.9% | Reduced |
| United Capital Management of KS, Inc. | 50,926 | $3.40M | 1.39% | +3,259+6.8% | Added |
| Nachman Norwood & Parrott, Inc | 50,961 | $3.40M | 0.35% | +42+0.1% | Added |
| Baxter Bros Inc | 50,980 | $3.41M | 0.54% | −1,290−2.5% | Reduced |
| Means Investment Co., Inc. | 51,000 | $3.41M | 0.68% | −295−0.6% | Reduced |
| Brookfield Asset Management Inc. | 50,996 | $3.41M | 0.02% | +50,996 | New |
| Augustine Asset Management Inc | 51,465 | $3.44M | 1.77% | −1,173−2.2% | Reduced |
| Financial Advocates Investment Management | 39,046 | $3.44M | 0.24% | +14,091+56.5% | Added |
| Wasatch Advisors Inc | 51,462 | $3.44M | 0.01% | +51,462 | New |
| Bluefin Capital Management, LLC | 51,483 | $3.44M | 0.24% | +19,430+60.6% | Added |
| Boenning & Scattergood, Inc. | 51,532 | $3.44M | 0.60% | −4,829−8.6% | Reduced |
| Roanoke Asset Management Corp | 51,885 | $3.47M | 1.20% | +7,615+17.2% | Added |
| Donaldson Capital Management, LLC | 51,894 | $3.47M | 0.18% | −227−0.4% | Reduced |
| LVW Advisors, LLC | 51,932 | $3.47M | 0.62% | +16,161+45.2% | Added |
| Pensionfund Sabic | 52,000 | $3.48M | 0.74% | 00.0% | Unchanged |
| Wedbush Securities Inc | 52,220 | $3.49M | 0.16% | −4,450−7.9% | Reduced |
| Paradigm Asset Management Co LLC | 52,240 | $3.49M | 0.89% | 00.0% | Unchanged |
| Guardian Investment Management | 52,446 | $3.50M | 2.40% | +7,500+16.7% | Added |