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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 5,433 | $363.0K | 0.01% | −91−1.6% | Reduced |
| Clean Yield Group | 5,478 | $365.0K | 0.14% | −200−3.5% | Reduced |
| Oxford Financial Group Ltd | 5,457 | $365.0K | 0.05% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,510 | $368.0K | 0.07% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,483 | $369.0K | 0.14% | +58+1.1% | Added |
| Symphony Financial, Ltd. Co. | 5,493 | $369.0K | 0.13% | +1,308+31.3% | Added |
| Mattern Wealth Management LLC | 5,500 | $370.0K | 0.12% | 00.0% | Unchanged |
| Santori & Peters | 5,560 | $371.0K | 0.21% | +32+0.6% | Added |
| Bridge Creek Capital Management LLC | 5,560 | $372.0K | 0.14% | −270−4.6% | Reduced |
| Becker Capital Management Inc | 5,561 | $372.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,574 | $372.0K | 0.06% | +32+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,592 | $373.0K | 0.03% | −1,384−19.8% | Reduced |
| Quantitative Value Technologies, LLC | 5,582 | $373.0K | 0.61% | −353−5.9% | Reduced |
| Perritt Capital Management Inc | 5,585 | $373.0K | 0.19% | +1,115+24.9% | Added |
| Forte Capital LLC | 5,603 | $374.0K | 0.05% | +192+3.5% | Added |
| Wedgewood Partners Inc | 5,625 | $375.0K | 0.05% | −70,210−92.6% | Reduced |
| Columbus Macro, LLC | 5,616 | $375.0K | 0.12% | −10−0.2% | Reduced |
| Kore Private Wealth LLC | 5,627 | $376.0K | 0.04% | +539+10.6% | Added |
| RiverGlades Family Offices LLC | 5,650 | $378.0K | 0.29% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 5,665 | $379.0K | 0.03% | +185+3.4% | Added |
| GPS Wealth Strategies Group, LLC | 5,668 | $379.0K | 0.10% | +400+7.6% | Added |
| Ausdal Financial Partners, Inc. | 5,688 | $380.0K | 0.06% | −44−0.8% | Reduced |
| HMS Capital Management, LLC | 5,681 | $380.0K | 0.17% | +591+11.6% | Added |
| Wescott Financial Advisory Group, LLC | 5,535 | $380.0K | 0.22% | +5,535 | New |
| Godshalk Welsh Capital Management, Inc. | 5,600 | $381.0K | 0.24% | −200−3.4% | Reduced |
| Apella Capital, LLC | 5,698 | $381.0K | 0.06% | +297+5.5% | Added |
| Tempus Wealth Planning, LLC | 5,720 | $382.0K | 0.25% | −797−12.2% | Reduced |
| Trust Co of Oklahoma | 5,742 | $383.7K | 0.13% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 5,775 | $386.0K | 0.11% | −1,600−21.7% | Reduced |
| RMR Wealth Builders | 5,814 | $388.0K | 0.13% | −145−2.4% | Reduced |
| Great Lakes Advisors, LLC | 5,816 | $389.0K | 0.01% | −116−2.0% | Reduced |
| Riversedge Advisors, LLC | 5,832 | $390.0K | 0.14% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,824 | $390.0K | 0.12% | +100+1.7% | Added |
| Abbot Financial Management, Inc. | 5,835 | $390.0K | 0.17% | +2,400+69.9% | Added |
| XTX Topco Ltd | 5,848 | $391.0K | 0.13% | −296−4.8% | Reduced |
| Apriem Advisors | 5,849 | $391.0K | 0.06% | −69−1.2% | Reduced |
| Meridian Investment Counsel Inc. | 5,854 | $391.0K | 0.14% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,883 | $393.0K | 0.18% | +243+4.3% | Added |
| Versor Investments LP | 5,907 | $395.0K | 0.01% | −2,186−27.0% | Reduced |
| Assenagon Asset Management S.A. | 5,921 | $396.0K | 0.00% | −705−10.6% | Reduced |
| Roosevelt Investment Group LLC | 5,952 | $398.0K | 0.02% | −30−0.5% | Reduced |
| M&R Capital Management Inc | 6,000 | $400.0K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,004 | $401.0K | 0.05% | +987+19.7% | Added |
| Oak Harvest Investment Services | 6,016 | $402.0K | 0.13% | −38,461−86.5% | Reduced |
| BTR Capital Management Inc | 6,045 | $404.0K | 0.05% | +1,500+33.0% | Added |
| Wealthspire Advisors, LLC | 6,054 | $405.0K | 0.01% | −34,236−85.0% | Reduced |
| Eastern Bank | 6,049 | $405.0K | 0.02% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 6,075 | $405.0K | 0.12% | +315+5.5% | Added |
| Powell Investment Advisors, LLC | 6,073 | $406.0K | 0.25% | −157−2.5% | Reduced |
| Connolly Sarah T. | 6,125 | $409.0K | 0.33% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,119 | $409.0K | 0.22% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 6,137 | $410.0K | 0.22% | 00.0% | Unchanged |
| L & S Advisors Inc | 6,134 | $410.0K | 0.04% | 00.0% | Unchanged |
| Weaver Consulting Group | 6,140 | $410.0K | 0.23% | +800+15.0% | Added |
| Bridgeworth, LLC | 6,141 | $410.0K | 0.12% | +1,922+45.6% | Added |
| Regent Peak Wealth Advisors LLC | 6,058 | $411.0K | 0.11% | −323−5.1% | Reduced |
| IFG Advisors, LLC | 6,144 | $411.0K | 0.20% | +94+1.6% | Added |
| HBW Advisory Services LLC | 6,163 | $412.0K | 0.11% | +2,976+93.4% | Added |
| Gratus Capital LLC | 6,181 | $413.0K | 0.05% | −48−0.8% | Reduced |
| Liberty Wealth Management LLC | 6,203 | $415.0K | 0.16% | −674−9.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 6,234 | $417.0K | 0.25% | −1,001−13.8% | Reduced |
| Quantamental Technologies LLC | 6,276 | $419.0K | 0.37% | −6,407−50.5% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 6,270 | $419.0K | 0.31% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,277 | $419.0K | 0.18% | +137+2.2% | Added |
| Advisors Management Group Inc | 6,277 | $419.0K | 0.12% | +1,960+45.4% | Added |
| Hall Capital Management Co Inc | 6,265 | $419.0K | 0.27% | +6,265 | New |
| PFG Advisors | 6,287 | $420.0K | 0.05% | −517−7.6% | Reduced |
| Harborview Advisors, LLC | 6,281 | $420.0K | 0.24% | +5+0.1% | Added |
| McLean Asset Management Corp | 6,275 | $422.0K | 0.19% | +63+1.0% | Added |
| Weatherly Asset Management L. P. | 6,311 | $422.0K | 0.05% | −68−1.1% | Reduced |
| CWA Asset Management Group, LLC | 6,351 | $423.0K | 0.03% | −669−9.5% | Reduced |
| Corundum Group, Inc. | 6,377 | $426.0K | 0.28% | +981+18.2% | Added |
| McKinley Carter Wealth Services, Inc. | 6,386 | $427.0K | 0.04% | −198−3.0% | Reduced |
| Burt Wealth Advisors | 6,383 | $427.0K | 0.15% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,421 | $429.0K | 0.20% | −1,574−19.7% | Reduced |
| Hudock, Inc. | 6,433 | $429.0K | 0.13% | +8+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,466 | $431.0K | 0.04% | +10.0% | Added |
| ARS Wealth Advisors, LLC | 6,455 | $431.0K | 0.08% | +463+7.7% | Added |
| FLC Capital Advisors | 6,471 | $432.0K | 0.13% | +141+2.2% | Added |
| Legacy Advisors, LLC | 6,473 | $433.0K | 0.18% | +511+8.6% | Added |
| Overbrook Management Corp | 6,490 | $434.0K | 0.09% | −18−0.3% | Reduced |
| Hexagon Capital Partners LLC | 6,491 | $434.0K | 0.12% | +641+11.0% | Added |
| Tarbox Family Office, Inc. | 6,503 | $435.0K | 0.08% | +41+0.6% | Added |
| Tiemann Investment Advisors, LLC | 6,526 | $436.0K | 0.20% | −1,020−13.5% | Reduced |
| Provident Trust Co | 6,532 | $436.0K | 0.01% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 6,538 | $437.0K | 0.08% | −30−0.5% | Reduced |
| Massachusetts Financial Services Co | 6,577 | $439.0K | 0.00% | −7,288−52.6% | Reduced |
| SNS Financial Group, LLC | 6,571 | $439.0K | 0.06% | −254−3.7% | Reduced |
| Calton & Associates, Inc. | 6,578 | $439.0K | 0.08% | +96+1.5% | Added |
| Laurion Capital Management LP | 6,590 | $440.0K | 0.01% | +6,590 | New |
| Pinnacle Wealth Management Group, Inc. | 6,588 | $440.0K | 0.32% | +6,588 | New |
| Bedel Financial Consulting, Inc. | 6,596 | $441.0K | 0.15% | +506+8.3% | Added |
| King Wealth | 6,639 | $444.0K | 0.09% | +5+0.1% | Added |
| Creative Financial Designs Inc | 6,644 | $444.0K | 0.08% | +1,463+28.2% | Added |
| Alliance Wealth Advisors, LLC | 6,663 | $445.0K | 0.40% | −194−2.8% | Reduced |
| Sittner & Nelson, LLC | 6,657 | $445.0K | 0.31% | +30.0% | Added |
| Almanack Investment Partners, LLC. | 6,676 | $446.0K | 0.04% | −1,046−13.5% | Reduced |
| E&G Advisors, LP | 0 | $448.0K | 0.12% | −6,700−100.0% | Reduced |
| Accurate Wealth Management, LLC | 6,723 | $449.0K | 0.39% | +6,723 | New |
| Collective Family Office LLC | 6,738 | $450.0K | 0.19% | 00.0% | Unchanged |