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 |
|---|---|---|---|---|---|
| Williams Financial, LLC | 3,600 | $241.0K | 0.20% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,605 | $241.0K | 0.22% | +3,605 | New |
| Abacus Wealth Partners, LLC | 3,612 | $241.4K | 0.09% | +213+6.3% | Added |
| L2 Asset Management, LLC | 3,644 | $243.0K | 0.23% | −342−8.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $244.0K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,658 | $244.0K | 0.08% | +152+4.3% | Added |
| West Coast Financial LLC | 3,685 | $246.0K | 0.04% | +23+0.6% | Added |
| Northstar Asset Management LLC | 3,700 | $247.0K | 0.06% | +100+2.8% | Added |
| Univest Financial Corp | 3,709 | $247.0K | 0.07% | +3,709 | New |
| Truepoint, Inc. | 3,693 | $247.0K | 0.01% | +3,693 | New |
| Demars Financial Group, LLC | 3,709 | $248.0K | 0.15% | +3,709 | New |
| Garde Capital, Inc. | 3,722 | $249.0K | 0.03% | −417−10.1% | Reduced |
| Mather Group, LLC. | 3,732 | $249.0K | 0.01% | +194+5.5% | Added |
| Moseley Investment Management Inc | 3,720 | $249.0K | 0.12% | +400+12.0% | Added |
| Lineweaver Wealth Advisors, LLC | 3,734 | $249.0K | 0.08% | +3,734 | New |
| MainStreet Investment Advisors LLC | 3,745 | $250.0K | 0.02% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,759 | $251.0K | 0.07% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 3,750 | $251.0K | 0.07% | 00.0% | Unchanged |
| MA Private Wealth | 3,785 | $253.0K | 0.05% | −9−0.2% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 3,800 | $254.0K | 0.15% | −2,625−40.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,794 | $254.0K | 0.10% | +3,794 | New |
| Legacy Financial Advisors, Inc. | 3,824 | $256.0K | 0.06% | −842−18.0% | Reduced |
| Waterfront Wealth Inc. | 3,824 | $256.0K | 0.12% | +3,824 | New |
| Howard Wealth Management, LLC | 3,853 | $257.0K | 0.14% | −25−0.6% | Reduced |
| Doliver Advisors, LP | 3,865 | $258.0K | 0.09% | +382+11.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,864 | $258.0K | 0.19% | +3,864 | New |
| SageGuard Financial Group, LLC | 3,876 | $259.0K | 0.12% | −107−2.7% | Reduced |
| Rice Hall James & Associates, LLC | 3,870 | $259.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,875 | $259.0K | 0.02% | +235+6.5% | Added |
| Full Sail Capital, LLC | 3,902 | $261.0K | 0.02% | −1,378−26.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,907 | $261.0K | 0.05% | −100−2.5% | Reduced |
| WESCAP Management Group, Inc. | 3,923 | $262.0K | 0.08% | −2,725−41.0% | Reduced |
| Endurance Wealth Management, Inc. | 3,932 | $262.0K | 0.03% | +55+1.4% | Added |
| Ellenbecker Investment Group | 3,928 | $262.0K | 0.09% | +67+1.7% | Added |
| German American Bancorp, Inc. | 3,941 | $263.0K | 0.04% | −65−1.6% | Reduced |
| Aua Capital Management, LLC | 3,937 | $263.0K | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,930 | $263.0K | 0.21% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,955 | $264.3K | 0.04% | +243+6.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,959 | $265.0K | 0.02% | +63+1.6% | Added |
| Adell Harriman & Carpenter Inc | 3,974 | $265.6K | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,975 | $266.0K | 0.00% | +105+2.7% | Added |
| Miracle Mile Advisors, LLC | 3,986 | $266.0K | 0.01% | +373+10.3% | Added |
| Advisor Resource Council | 3,985 | $266.0K | 0.03% | +3,985 | New |
| Smith Shellnut Wilson LLC | 3,994 | $267.0K | 0.16% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,988 | $267.0K | 0.03% | +120+3.1% | Added |
| D'Orazio & Associates, Inc. | 3,994 | $267.0K | 0.07% | +2,336+140.9% | Added |
| Quad-Cities Investment Group, LLC | 4,009 | $268.0K | 0.18% | +9+0.2% | Added |
| Peachtree Investment Partners, LLC | 4,005 | $268.0K | 0.13% | +4,005 | New |
| Bernardo Wealth Planning LLC | 4,040 | $269.0K | 0.16% | −74−1.8% | Reduced |
| JNBA Financial Advisors | 4,041 | $270.0K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 4,039 | $270.0K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,063 | $271.0K | 0.12% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,068 | $272.0K | 0.05% | −6−0.1% | Reduced |
| TFC Financial Management | 4,067 | $272.0K | 0.09% | 00.0% | Unchanged |
| Kings Point Capital Management | 4,080 | $273.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4,080 | $273.0K | 0.08% | +927+29.4% | Added |
| Carmichael Hill & Associates, Inc. | 4,108 | $274.0K | 0.15% | −811−16.5% | Reduced |
| Rock Point Advisors, LLC | 4,101 | $274.0K | 0.08% | 00.0% | Unchanged |
| David Loasby | 4,100 | $274.0K | 0.04% | +4,100 | New |
| Continuum Advisory, LLC | 4,099 | $274.0K | 0.09% | +4,099 | New |
| Coastal Bridge Advisors, LLC | 4,115 | $275.0K | 0.06% | −586−12.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,101 | $275.0K | 0.23% | +112+2.8% | Added |
| Winthrop Advisory Group LLC | 4,164 | $276.0K | 0.06% | −1,369−24.7% | Reduced |
| Personal Wealth Partners | 4,129 | $276.0K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Management Group, LLC | 4,173 | $279.0K | 0.10% | −1,467−26.0% | Reduced |
| Cape Ann Savings Bank | 4,174 | $279.0K | 0.18% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,188 | $280.0K | 0.07% | +3+0.1% | Added |
| First Citizens Financial Corp | 4,195 | $280.0K | 0.21% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,220 | $281.0K | 0.22% | −280−6.2% | Reduced |
| CFO4Life Group, LLC | 4,207 | $281.0K | 0.06% | −11−0.3% | Reduced |
| Skba Capital Management LLC | 4,200 | $281.0K | 0.05% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 4,204 | $281.0K | 0.28% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,213 | $281.0K | 0.02% | +184+4.6% | Added |
| Trust Co of Kansas | 4,203 | $281.0K | 0.16% | +325+8.4% | Added |
| Aft, Forsyth & Company, Inc. | 4,223 | $282.0K | 0.15% | +10.0% | Added |
| Wrapmanager Inc | 4,225 | $282.0K | 0.07% | +143+3.5% | Added |
| Machina Capital S.A.S. | 4,255 | $282.0K | 0.48% | +4,255 | New |
| Eubel Brady & Suttman Asset Management Inc | 4,503 | $284.0K | 0.02% | −4,503−50.0% | Reduced |
| Delta Investment Management, LLC | 4,252 | $284.0K | 0.08% | +20+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,260 | $285.0K | 0.09% | −2,010−32.1% | Reduced |
| Engrave Wealth Partners LLC | 4,275 | $286.0K | 0.09% | +139+3.4% | Added |
| Strategic Blueprint, LLC | 4,274 | $286.0K | 0.05% | +4,274 | New |
| Towercrest Capital Management | 4,307 | $288.0K | 0.06% | −183−4.1% | Reduced |
| Ssi Investment Management LLC | 4,318 | $288.0K | 0.02% | +3+0.1% | Added |
| Trinity Financial Advisors LLC | 4,310 | $288.0K | 0.20% | −21−0.5% | Reduced |
| Integrated Investment Consultants, LLC | 4,316 | $288.0K | 0.08% | +516+13.6% | Added |
| Acadian Asset Management LLC | 4,320 | $289.0K | 0.00% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,329 | $289.0K | 0.17% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,319 | $289.0K | 0.07% | +80+1.9% | Added |
| Wambolt & Associates, LLC | 4,364 | $290.0K | 0.12% | +4,364 | New |
| Global Strategic Investment Solutions, LLC | 4,354 | $291.0K | 0.05% | +7+0.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,356 | $291.0K | 0.08% | +489+12.6% | Added |
| Palisades Hudson Asset Management, L.P. | 4,364 | $292.0K | 0.13% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,385 | $293.0K | 0.14% | −22,141−83.5% | Reduced |
| Boltwood Capital Management | 4,386 | $293.0K | 0.12% | −200−4.4% | Reduced |
| Northside Capital Management, LLC | 4,380 | $293.0K | 0.07% | −160−3.5% | Reduced |
| Brown Capital Management LLC | 4,394 | $294.0K | 0.00% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 4,400 | $294.0K | 0.05% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 4,417 | $295.0K | 0.00% | −1,017−18.7% | Reduced |
| CMG Global Holdings, LLC | 4,417 | $295.0K | 0.22% | −65−1.5% | Reduced |