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 |
|---|---|---|---|---|---|
| First National Bank Sioux Falls | 3,070 | $205.0K | 0.31% | +3,070 | New |
| Parkside Advisors LLC | 3,061 | $205.0K | 0.07% | +3,061 | New |
| TFG Advisers LLC | 3,067 | $205.0K | 0.10% | +3,067 | New |
| Round Table Services, LLC | 3,083 | $206.0K | 0.05% | +3,083 | New |
| WFA of San Diego, LLC | 3,078 | $206.0K | 0.16% | +3,078 | New |
| Matrix Private Capital Group LLC | 3,080 | $206.0K | 0.11% | +3,080 | New |
| Edge Wealth Management LLC | 3,087 | $207.0K | 0.04% | −238−7.2% | Reduced |
| Constitution Capital LLC | 3,100 | $207.0K | 0.13% | −200−6.1% | Reduced |
| S.E.E.D. Planning Group LLC | 3,094 | $207.0K | 0.10% | +3,094 | New |
| Optas, LLC | 3,090 | $207.0K | 0.06% | +3,090 | New |
| First Wilshire Securities Management Inc | 3,150 | $210.0K | 0.07% | +3,150 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,141 | $210.0K | 0.03% | +3,141 | New |
| Financial Consulate, Inc | 3,162 | $211.0K | 0.08% | −175−5.2% | Reduced |
| SkyView Investment Advisors, LLC | 3,348 | $211.0K | 0.10% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 3,155 | $211.0K | 0.14% | −14−0.4% | Reduced |
| Unified Trust Company, N.A. | 3,159 | $211.0K | 0.06% | +3,159 | New |
| Financial Consulate Inc. | 3,162 | $211.0K | 0.08% | +3,162 | New |
| Harbor Financial Services, LLC | 3,170 | $212.0K | 0.09% | −3,902−55.2% | Reduced |
| Tacita Capital Inc | 3,166 | $212.0K | 0.13% | −965−23.4% | Reduced |
| Annapolis Financial Services, LLC | 3,166 | $212.0K | 0.07% | −326−9.3% | Reduced |
| Monument Capital Management | 3,178 | $212.0K | 0.07% | +3,178 | New |
| Golden State Wealth Management, LLC | 3,181 | $213.0K | 0.05% | −290−8.4% | Reduced |
| Segment Wealth Management, LLC | 3,192 | $213.0K | 0.03% | +3,192 | New |
| WSFS Capital Management, LLC | 3,188 | $213.0K | 0.10% | +3,188 | New |
| Weld Capital Management LLC | 3,186 | $213.0K | 0.22% | +3,186 | New |
| Northstar Asset Management Inc | 3,202 | $214.0K | 0.06% | +3,202 | New |
| Punch & Associates Investment Management, Inc. | 3,200 | $214.0K | 0.01% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 3,204 | $214.0K | 0.09% | +3,204 | New |
| Fortress Wealth Group, LLC | 3,201 | $214.0K | 0.19% | +3,201 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,232 | $215.0K | 0.02% | −100−3.0% | Reduced |
| One + One Wealth Management, LLC | 3,216 | $215.0K | 0.15% | +3,216 | New |
| Icon Wealth Partners, LLC | 3,226 | $216.0K | 0.02% | −328−9.2% | Reduced |
| Johanson Financial Advisors, Inc. | 3,210 | $216.0K | 0.07% | +3,210 | New |
| RPG Investment Advisory, LLC | 3,255 | $217.0K | 0.04% | −1,298−28.5% | Reduced |
| HYA Advisors, Inc | 3,252 | $217.0K | 0.09% | −199−5.8% | Reduced |
| Private Ocean, LLC | 3,251 | $217.0K | 0.03% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,250 | $217.0K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,260 | $218.0K | 0.02% | −10−0.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,257 | $218.0K | 0.07% | 00.0% | Unchanged |
| Markston International LLC | 3,277 | $219.0K | 0.13% | −33,892−91.2% | Reduced |
| 6 Meridian | 3,280 | $219.0K | 0.02% | −110−3.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 3,285 | $220.0K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 3,297 | $220.0K | 0.02% | +109+3.4% | Added |
| Mercer Capital Advisers, Inc. | 3,308 | $221.0K | 0.11% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,313 | $221.0K | 0.05% | +51+1.6% | Added |
| Warther Private Wealth, LLC | 3,323 | $221.0K | 0.21% | +3,323 | New |
| Investors Financial Group, LLC | 3,322 | $222.0K | 0.12% | −603−15.4% | Reduced |
| Keystone Financial Group | 3,315 | $222.0K | 0.04% | +3,315 | New |
| DCM Advisors, LLC | 3,329 | $222.0K | 0.13% | +3,329 | New |
| San Francisco Sentry Investment Group (Ca) | 3,340 | $223.0K | 0.12% | −714−17.6% | Reduced |
| Jag Capital Management, LLC | 3,337 | $223.0K | 0.02% | −149−4.3% | Reduced |
| Perennial Investment Advisors, LLC | 3,342 | $223.0K | 0.08% | −78−2.3% | Reduced |
| Precision Wealth Strategies, LLC | 3,342 | $223.0K | 0.19% | +3,342 | New |
| Ellsworth Advisors, LLC | 3,357 | $224.0K | 0.11% | −62−1.8% | Reduced |
| FFT Wealth Management LLC | 3,346 | $224.0K | 0.05% | +3,346 | New |
| Taurus Asset Management, LLC | 3,367 | $225.0K | 0.02% | −498−12.9% | Reduced |
| Hendershot Investments Inc. | 3,367 | $225.0K | 0.05% | 00.0% | Unchanged |
| First American Trust, FSB | 3,361 | $225.0K | 0.04% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,363 | $225.0K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,366 | $225.0K | 0.04% | +3,366 | New |
| GM Advisory Group, Inc. | 3,378 | $226.0K | 0.02% | −398−10.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,412 | $226.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,376 | $226.0K | 0.07% | +19+0.6% | Added |
| JT Stratford LLC | 3,392 | $227.0K | 0.07% | −850−20.0% | Reduced |
| Noesis Capital Mangement Corp | 3,377 | $227.0K | 0.05% | −46−1.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,424 | $229.0K | 0.07% | −25−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 3,446 | $230.0K | 0.02% | −70−2.0% | Reduced |
| Banco Santander, S.A. | 3,441 | $230.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,442 | $230.0K | 0.05% | +309+9.9% | Added |
| Ascent Wealth Partners, LLC | 3,452 | $231.0K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,458 | $231.0K | 0.11% | +5+0.1% | Added |
| Trexquant Investment LP | 3,460 | $231.0K | 0.02% | +3,460 | New |
| First Bank & Trust | 3,487 | $232.0K | 0.11% | −310−8.2% | Reduced |
| Patten Group, Inc. | 3,467 | $232.0K | 0.07% | −15−0.4% | Reduced |
| PRW Wealth Management LLC | 3,467 | $232.0K | 0.07% | +3,467 | New |
| Stewart & Patten Co LLC | 3,491 | $233.0K | 0.04% | −100−2.8% | Reduced |
| DF Dent & Co Inc | 3,483 | $233.0K | 0.00% | 00.0% | Unchanged |
| Cardan Capital Partners, LLC | 3,485 | $233.0K | 0.03% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,489 | $233.0K | 0.12% | +1,232+54.6% | Added |
| Alexandria Capital, LLC | 3,492 | $233.0K | 0.02% | +3,492 | New |
| Edge Capital Group, LLC | 3,495 | $234.0K | 0.02% | −860−19.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,502 | $234.0K | 0.05% | −158−4.3% | Reduced |
| Cedar Wealth Management, LLC | 3,508 | $234.0K | 0.11% | −30−0.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,505 | $234.0K | 0.02% | +10.0% | Added |
| Bank of Nova Scotia Trust Co | 3,502 | $234.0K | 0.02% | +2+0.1% | Added |
| Wealthquest Corp | 3,512 | $234.0K | 0.04% | +46+1.3% | Added |
| Armbruster Capital Management, Inc. | 3,515 | $235.0K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 3,525 | $236.0K | 0.06% | −915−20.6% | Reduced |
| Bristlecone Advisors, LLC | 3,530 | $236.0K | 0.03% | +45+1.3% | Added |
| Zhang Financial LLC | 3,538 | $236.0K | 0.06% | +228+6.9% | Added |
| Fullerton Fund Management Co Ltd. | 3,538 | $236.0K | 0.02% | +3,538 | New |
| Evoke Wealth, LLC | 3,834 | $237.0K | 0.01% | +118+3.2% | Added |
| Baldwin Brothers Inc | 3,540 | $237.0K | 0.03% | +900+34.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,545 | $237.0K | 0.01% | +1,132+46.9% | Added |
| Epstein & White Financial LLC | 3,554 | $238.0K | 0.06% | +22+0.6% | Added |
| Sterneck Capital Management, LLC | 3,456 | $238.0K | 0.15% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 3,563 | $238.0K | 0.12% | +346+10.8% | Added |
| Key Financial Inc | 3,541 | $240.0K | 0.13% | −1,482−29.5% | Reduced |
| Berger Financial Group, Inc | 3,601 | $241.0K | 0.04% | −415−10.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,605 | $241.0K | 0.15% | 00.0% | Unchanged |