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 |
|---|---|---|---|---|---|
| Badgley Phelps & Bell Inc | 9,639 | $644.0K | 0.02% | +1,417+17.2% | Added |
| Allworth Financial LP | 9,652 | $645.0K | 0.01% | −1,469−13.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 9,696 | $648.0K | 0.05% | +3,205+49.4% | Added |
| SP Asset Management | 9,705 | $655.0K | 0.07% | +20.0% | Added |
| Abacus Planning Group, Inc. | 9,832 | $657.0K | 0.20% | −399−3.9% | Reduced |
| Tradition Wealth Management, LLC | 9,830 | $657.0K | 0.10% | +257+2.7% | Added |
| Grace & White Inc | 9,848 | $658.0K | 0.12% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 9,859 | $660.0K | 0.05% | −59−0.6% | Reduced |
| Cooper Financial Group | 9,872 | $660.0K | 0.13% | +78+0.8% | Added |
| Frisch Financial Group, Inc. | 9,886 | $661.0K | 0.21% | +60+0.6% | Added |
| Windsor Group LTD | 9,936 | $664.0K | 0.14% | −1,026−9.4% | Reduced |
| Csenge Advisory Group | 10,038 | $668.0K | 0.06% | −2,083−17.2% | Reduced |
| Park Circle Co | 10,000 | $668.0K | 0.53% | +10,000 | New |
| LCM Capital Management Inc | 10,014 | $669.0K | 0.56% | −310−3.0% | Reduced |
| Clearview Wealth Advisors LLC | 10,062 | $672.0K | 0.41% | +365+3.8% | Added |
| Meristem Family Wealth, LLC | 10,070 | $673.0K | 0.11% | −292−2.8% | Reduced |
| Avidian Wealth Solutions, LLC | 10,092 | $674.0K | 0.05% | +10+0.1% | Added |
| Mitchell Sinkler & Starr | 10,085 | $674.0K | 0.61% | +50+0.5% | Added |
| First National Bank of South Miami | 10,081 | $674.0K | 0.46% | +1,283+14.6% | Added |
| Qtron Investments LLC | 10,176 | $680.0K | 0.17% | −5,302−34.3% | Reduced |
| Allred Capital Management, LLC | 10,181 | $680.0K | 0.34% | −284−2.7% | Reduced |
| CFM Wealth Partners LLC | 10,182 | $680.0K | 0.18% | −231−2.2% | Reduced |
| Barings LLC | 10,178 | $681.0K | 0.02% | −1,316−11.4% | Reduced |
| Global Financial Private Client, LLC | 10,238 | $681.4K | 0.38% | +3,676+56.0% | Added |
| Gould Asset Management LLC | 10,249 | $685.0K | 0.19% | +1,220+13.5% | Added |
| McDonald Partners LLC | 10,266 | $686.0K | 0.16% | +52+0.5% | Added |
| Arvest Bank Trust Division | 10,271 | $686.0K | 0.04% | +10,271 | New |
| Marietta Investment Partners LLC | 10,300 | $688.0K | 0.16% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 10,357 | $692.0K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,352 | $692.0K | 0.35% | +2,104+25.5% | Added |
| Franklin Street Advisors Inc | 10,387 | $694.0K | 0.06% | −2,170−17.3% | Reduced |
| Bar Harbor Trust Services | 10,405 | $695.0K | 0.22% | −24−0.2% | Reduced |
| Paradigm Capital Management Inc | 10,400 | $695.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,421 | $696.0K | 0.37% | −385−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 10,492 | $701.0K | 0.08% | +3,356+47.0% | Added |
| CNB Bank | 10,525 | $703.0K | 0.44% | +170+1.6% | Added |
| Abbrea Capital, LLC | 10,522 | $703.0K | 0.11% | +1,353+14.8% | Added |
| First Nebraska Trust Co | 10,565 | $706.0K | 0.09% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 11,177 | $706.0K | 0.43% | 00.0% | Unchanged |
| Round Hill Asset Management | 10,584 | $707.0K | 0.35% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 10,591 | $708.0K | 0.17% | +10,591 | New |
| Sargent Investment Group, LLC | 10,612 | $709.0K | 0.17% | +15+0.1% | Added |
| Benin Management CORP | 10,609 | $709.0K | 0.23% | +821+8.4% | Added |
| Biltmore Family Office, LLC | 10,620 | $710.0K | 0.20% | −287−2.6% | Reduced |
| CWS Financial Advisors, LLC | 10,648 | $712.0K | 0.28% | +96+0.9% | Added |
| TRUE Private Wealth Advisors | 10,673 | $713.0K | 0.11% | +1,375+14.8% | Added |
| Puzo Michael J | 10,784 | $721.0K | 0.22% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 10,790 | $721.0K | 0.48% | +130+1.2% | Added |
| Truadvice, LLC | 10,686 | $721.0K | 0.16% | +1,365+14.6% | Added |
| Dearborn Partners LLC | 10,816 | $723.0K | 0.03% | +623+6.1% | Added |
| Formidable Asset Management, LLC | 10,847 | $729.0K | 0.16% | +270+2.6% | Added |
| BKD Wealth Advisors, LLC | 11,026 | $737.0K | 0.03% | −3,283−22.9% | Reduced |
| Ifrah Financial Services, Inc. | 11,032 | $737.0K | 0.21% | −291−2.6% | Reduced |
| Oakworth Capital, Inc. | 11,075 | $740.0K | 0.07% | −846−7.1% | Reduced |
| Bristol John W & Co Inc | 11,070 | $740.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 11,073 | $740.0K | 0.05% | +161+1.5% | Added |
| IMS Capital Management | 11,095 | $741.0K | 0.44% | −2,526−18.5% | Reduced |
| Field & Main Bank | 11,092 | $741.0K | 0.47% | −49−0.4% | Reduced |
| Nichols & Pratt Advisers LLP | 11,100 | $742.0K | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 11,133 | $744.0K | 0.11% | −4,000−26.4% | Reduced |
| Summit X, LLC | 11,176 | $745.0K | 0.19% | −205−1.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,140 | $745.0K | 0.10% | +14+0.1% | Added |
| Financial Advisory Service, Inc. | 11,246 | $751.0K | 0.07% | −344−3.0% | Reduced |
| Pettinga Financial Advisors, LLC | 11,256 | $752.0K | 0.20% | −103−0.9% | Reduced |
| Financial Advisors Network, Inc. | 11,271 | $753.0K | 0.22% | +267+2.4% | Added |
| Thomas White International Ltd | 11,273 | $753.0K | 0.10% | +4,116+57.5% | Added |
| Parthenon LLC | 11,277 | $754.0K | 0.11% | +576+5.4% | Added |
| Barry Investment Advisors, LLC | 11,336 | $757.0K | 0.20% | +2,006+21.5% | Added |
| Trustco Bank Corp N Y | 11,347 | $758.0K | 0.68% | 00.0% | Unchanged |
| First Financial Corp | 11,387 | $761.0K | 0.51% | +447+4.1% | Added |
| Verition Fund Management LLC | 11,410 | $762.0K | 0.01% | −38,911−77.3% | Reduced |
| Coho Partners, Ltd. | 11,400 | $762.0K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 11,455 | $765.0K | 0.40% | +100+0.9% | Added |
| Capital Financial Services, LLC | 11,459 | $766.0K | 0.97% | −35−0.3% | Reduced |
| Hobart Private Capital, LLC | 11,542 | $771.2K | 0.32% | −2,236−16.2% | Reduced |
| Occidental Asset Management, LLC | 11,596 | $775.0K | 0.21% | −248−2.1% | Reduced |
| Clear Perspective Advisors, LLC | 11,649 | $778.0K | 0.27% | +690+6.3% | Added |
| International Assets Investment Management, LLC | 11,668 | $780.0K | 0.15% | −17,680−60.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 11,678 | $780.0K | 0.01% | +9,967+582.5% | Added |
| Broderick Brian C | 11,700 | $782.0K | 0.21% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11,714 | $782.7K | 0.29% | −12−0.1% | Reduced |
| Nwam LLC | 11,736 | $784.0K | 0.07% | −691−5.6% | Reduced |
| Roof Eidam & Maycock | 11,733 | $784.0K | 0.29% | 00.0% | Unchanged |
| Appleton Partners Inc | 11,792 | $788.0K | 0.07% | −720−5.8% | Reduced |
| Smith, Salley & Associates | 11,784 | $788.0K | 0.06% | +884+8.1% | Added |
| Shufro Rose & Co LLC | 11,809 | $789.0K | 0.06% | −417,184−97.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,803 | $789.0K | 0.35% | +400+3.5% | Added |
| Atlas Capital Advisors LLC | 11,822 | $789.9K | 0.13% | +726+6.5% | Added |
| Stoneridge Investment Partners LLC | 11,835 | $791.0K | 0.38% | +11,835 | New |
| Capital Advisory Group Advisory Services, LLC | 11,888 | $794.0K | 0.29% | +2,047+20.8% | Added |
| Cape Cod Five Cents Savings Bank | 11,936 | $797.0K | 0.08% | −90−0.7% | Reduced |
| Crew Capital Management, Ltd. | 11,933 | $797.0K | 0.74% | −100−0.8% | Reduced |
| First Foundation Advisors | 11,948 | $798.0K | 0.03% | +563+4.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,955 | $799.0K | 0.03% | +20+0.2% | Added |
| Somerville Kurt F | 11,982 | $800.0K | 0.12% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 12,058 | $806.0K | 0.51% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,106 | $809.0K | 0.24% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 12,116 | $810.0K | 0.11% | +9+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 12,132 | $811.0K | 0.55% | +201+1.7% | Added |
| Alphasimplex Group, LLC | 12,156 | $812.0K | 0.41% | 00.0% | Unchanged |