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 | 2,544 | $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 |
|---|---|---|---|---|---|
| Freedman Financial Associates, Inc. | 1,102 | $74.0K | 0.06% | −100−8.3% | Reduced |
| GeoWealth Management, LLC | 1,101 | $74.0K | 0.01% | +1,101 | New |
| MV Capital Management, Inc. | 1,121 | $75.0K | 0.01% | +699+165.6% | Added |
| Newton One Investments LLC | 1,142 | $76.0K | 0.06% | +9+0.8% | Added |
| CKW Financial Group | 1,150 | $77.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,147 | $77.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,150 | $77.0K | 0.01% | +516+81.4% | Added |
| Paragon Wealth Strategies, LLC | 1,170 | $78.0K | 0.02% | +1,170 | New |
| TSFG, LLC | 1,189 | $79.0K | 0.03% | +40+3.5% | Added |
| Bay Harbor Wealth Management, LLC | 1,194 | $80.0K | 0.03% | +10+0.8% | Added |
| Advocacy Wealth Management Services, LLC | 1,199 | $80.0K | 0.01% | +900+301.0% | Added |
| Eukles Asset Management | 1,196 | $80.0K | 0.04% | +1,196 | New |
| Tower View Investment Management & Research LLC | 1,209 | $81.0K | 0.04% | +3+0.2% | Added |
| Baldrige Asset Management LLC | 1,291 | $86.0K | 0.04% | +1,291 | New |
| Investment Research & Advisory Group, Inc. | 1,305 | $87.0K | 0.06% | +135+11.5% | Added |
| Atlas Private Wealth Advisors | 1,358 | $91.0K | 0.05% | −605−30.8% | Reduced |
| Tanaka Capital Management Inc | 1,392 | $93.0K | 0.13% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,408 | $94.0K | 0.02% | −166−10.5% | Reduced |
| Raffa Wealth Management, LLC | 1,417 | $94.7K | 0.03% | −1,107−43.9% | Reduced |
| MD Financial Management Inc. | 1,425 | $95.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,435 | $96.0K | 0.02% | 00.0% | Unchanged |
| First Washington CORP | 1,500 | $100.0K | 0.04% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,494 | $100.0K | 0.07% | +9+0.6% | Added |
| Evolution Wealth Advisors, LLC | 1,504 | $100.0K | 0.02% | +13+0.9% | Added |
| Phoenix Wealth Advisors | 1,525 | $102.0K | 0.07% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,540 | $103.0K | 0.09% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,534 | $103.0K | 0.02% | +59+4.0% | Added |
| Coastal Capital Group, Inc. | 1,591 | $106.0K | 0.03% | −95−5.6% | Reduced |
| First Personal Financial Services | 1,581 | $106.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,588 | $106.0K | 0.01% | +39+2.5% | Added |
| Wealth Quarterback LLC | 1,637 | $110.0K | 0.07% | +1,637 | New |
| Pinnacle Bancorp, Inc. | 1,662 | $111.0K | 0.05% | −219−11.6% | Reduced |
| Sound Income Strategies, LLC | 1,665 | $111.0K | 0.02% | −9−0.5% | Reduced |
| Glassman Wealth Services | 1,696 | $113.0K | 0.02% | −33−1.9% | Reduced |
| Solstein Capital, LLC | 1,690 | $113.0K | 0.14% | +450+36.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $114.0K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,710 | $114.0K | 0.09% | 00.0% | Unchanged |
| Accel Wealth Management | 1,719 | $115.0K | 0.08% | −337−16.4% | Reduced |
| JJJ Advisors Inc. | 1,716 | $115.0K | 0.04% | +61+3.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,793 | $120.0K | 0.04% | +150+9.1% | Added |
| Boit C F David | 1,800 | $120.0K | 0.09% | +1,800 | New |
| Sierra Capital LLC | 1,834 | $123.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,850 | $124.0K | 0.03% | −200−9.8% | Reduced |
| Barnett & Company, Inc. | 1,859 | $124.0K | 0.08% | −46−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,862 | $124.0K | 0.02% | +8+0.4% | Added |
| Cranbrook Wealth Management, LLC | 1,909 | $128.0K | 0.03% | −1,004−34.5% | Reduced |
| Ford Financial Group, LLC | 1,917 | $128.0K | 0.05% | +1,917 | New |
| Zions Bancorporation, N.A. | 1,958 | $131.0K | 0.01% | −504−20.5% | Reduced |
| Costello Asset Management, INC | 1,975 | $132.0K | 0.09% | −2,620−57.0% | Reduced |
| Atticus Wealth Management, LLC | 1,978 | $132.0K | 0.06% | −10−0.5% | Reduced |
| Itau Unibanco Holding S.A. | 1,973 | $132.0K | 0.01% | +1,973 | New |
| Newbridge Financial Services Group, Inc. | 2,078 | $139.0K | 0.09% | −148−6.6% | Reduced |
| Cowen Prime Services LLC | 2,100 | $140.0K | 0.05% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,100 | $140.0K | 0.05% | +2,100 | New |
| Bogart Wealth, LLC | 2,153 | $144.0K | 0.02% | −179−7.7% | Reduced |
| Financial Management Professionals, Inc. | 2,208 | $148.0K | 0.04% | +248+12.7% | Added |
| Tortoise Investment Management, LLC | 2,224 | $149.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 2,246 | $150.0K | 0.01% | +2,246 | New |
| Plante Moran Financial Advisors, LLC | 2,256 | $151.0K | 0.04% | −5,267−70.0% | Reduced |
| Hoover Financial Advisors, Inc. | 2,280 | $152.0K | 0.03% | +50+2.2% | Added |
| Rowland & Co Investment Counsel | 2,300 | $153.7K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,859 | $154.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,360 | $158.0K | 0.08% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,366 | $158.0K | 0.02% | +400+20.3% | Added |
| State of Wyoming | 2,387 | $159.0K | 0.10% | +2,387 | New |
| IndexIQ Advisors LLC | 2,443 | $163.0K | 0.01% | −400−14.1% | Reduced |
| SOA Wealth Advisors, LLC. | 2,477 | $165.0K | 0.04% | −235−8.7% | Reduced |
| BerganKDV Wealth Management, LLC | 2,486 | $166.0K | 0.02% | +10+0.4% | Added |
| Addison Advisors LLC | 2,525 | $169.0K | 0.14% | +2,525 | New |
| HHM Wealth Advisors, LLC | 2,541 | $170.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,569 | $172.0K | 0.09% | +272+11.8% | Added |
| Ade, LLC | 2,600 | $174.0K | 0.16% | +200+8.3% | Added |
| Ellevest, Inc. | 2,604 | $174.0K | 0.02% | +366+16.4% | Added |
| WealthShield Partners, LLC | 2,606 | $174.0K | 0.03% | +701+36.8% | Added |
| Castleview Partners, LLC | 2,666 | $178.0K | 0.08% | +2,666 | New |
| Global Trust Asset Management, LLC | 2,701 | $181.0K | 0.09% | +4+0.1% | Added |
| Pacific Center for Financial Services | 2,762 | $185.0K | 0.08% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,804 | $187.0K | 0.07% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2,917 | $195.0K | 0.02% | +441+17.8% | Added |
| TD Capital Management LLC | 2,964 | $198.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,972 | $199.0K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,981 | $199.0K | 0.03% | +16+0.5% | Added |
| Cadent Capital Advisors, LLC | 2,998 | $200.0K | 0.08% | −326−9.8% | Reduced |
| AGF Investments LLC | 2,995 | $200.0K | 0.02% | +10.0% | Added |
| Hourglass Capital, LLC | 3,000 | $200.0K | 0.05% | +3,000 | New |
| Traphagen Investment Advisors LLC | 1,240 | $200.3K | 0.03% | −2,673−68.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,040 | $201.0K | 0.03% | −27,312−90.0% | Reduced |
| GYL Financial Synergies, LLC | 3,014 | $201.0K | 0.10% | −469−13.5% | Reduced |
| Mirsky Financial Management Corp. | 3,001 | $201.0K | 0.09% | −400−11.8% | Reduced |
| Lenox Wealth Advisors, LLC | 3,011 | $201.0K | 0.03% | +1,950+183.8% | Added |
| Destination Wealth Management | 3,025 | $202.0K | 0.01% | −1,945−39.1% | Reduced |
| Hudson Value Partners, LLC | 3,027 | $202.0K | 0.11% | −673−18.2% | Reduced |
| Isthmus Partners, LLC | 3,017 | $202.0K | 0.04% | +3,017 | New |
| Kerntke Otto McGlone Wealth Management Group | 3,020 | $202.0K | 0.08% | +3,020 | New |
| Charter Oak Capital Management, LLC | 3,046 | $204.0K | 0.03% | −98−3.1% | Reduced |
| Firestone Capital Management | 3,057 | $204.0K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,055 | $204.0K | 0.15% | +440+16.8% | Added |
| PBMares Wealth Management LLC | 3,046 | $204.0K | 0.11% | +3,046 | New |
| Altus Wealth Group LLC | 3,075 | $205.0K | 0.20% | −192−5.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,072 | $205.0K | 0.06% | −126−3.9% | Reduced |