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 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 25,630 | $1.71M | 0.20% | −659−2.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 25,638 | $1.71M | 0.36% | −110.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,560 | $1.71M | 0.40% | +1,892+8.0% | Added |
| Monarch Capital Management Inc | 25,448 | $1.70M | 0.49% | −39−0.2% | Reduced |
| AlphaMark Advisors, LLC | 25,401 | $1.70M | 0.62% | +135+0.5% | Added |
| ARS Investment Partners, LLC | 25,361 | $1.70M | 0.17% | −36,959−59.3% | Reduced |
| First Quadrant L P | 25,333 | $1.69M | 0.19% | −9,793−27.9% | Reduced |
| Covenant Asset Management, LLC | 25,319 | $1.69M | 0.51% | +625+2.5% | Added |
| Oarsman Capital, Inc. | 25,306 | $1.69M | 0.67% | −7,420−22.7% | Reduced |
| NEXT Financial Group, Inc | 25,310 | $1.69M | 0.14% | −992−3.8% | Reduced |
| First United Bank Trust | 25,172 | $1.68M | 0.70% | −851−3.3% | Reduced |
| Bowling Portfolio Management LLC | 25,166 | $1.68M | 0.38% | −565−2.2% | Reduced |
| Chatham Capital Group, Inc. | 25,165 | $1.68M | 0.33% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 25,138 | $1.68M | 0.25% | +2,741+12.2% | Added |
| Dorsey & Whitney Trust CO LLC | 25,037 | $1.67M | 0.16% | −5,718−18.6% | Reduced |
| AIA Group Ltd | 24,986 | $1.66M | 0.11% | +12,727+103.8% | Added |
| Washington Capital Management Inc | 24,750 | $1.65M | 2.00% | +140+0.6% | Added |
| First Command Bank | 24,615 | $1.65M | 0.18% | +10,069+69.2% | Added |
| First Command Financial Services, Inc. | 24,615 | $1.65M | 0.18% | +10,069+69.2% | Added |
| Duality Advisers, LP | 24,503 | $1.64M | 0.15% | +24,503 | New |
| Citizens & Northern Corp | 24,481 | $1.64M | 0.61% | −1,798−6.8% | Reduced |
| Pflug Koory, LLC | 24,394 | $1.63M | 0.85% | +800+3.4% | Added |
| Comerica Securities,inc. | 24,383 | $1.63M | 0.12% | −1,109−4.4% | Reduced |
| Aries Wealth Management | 24,372 | $1.63M | 0.70% | +801+3.4% | Added |
| Schulhoff & Co Inc | 24,321 | $1.63M | 0.72% | −100−0.4% | Reduced |
| Wealthsource Partners, LLC | 24,310 | $1.62M | 0.14% | −1,114−4.4% | Reduced |
| Duff & Phelps Investment Management Co | 24,290 | $1.62M | 0.02% | −2,215−8.4% | Reduced |
| IHT Wealth Management, LLC | 24,268 | $1.62M | 0.10% | +984+4.2% | Added |
| Green Square Capital Advisors LLC | 24,264 | $1.62M | 0.44% | +3,735+18.2% | Added |
| TrimTabs Asset Management, LLC | 24,273 | $1.62M | 0.83% | +24,273 | New |
| Patriot Investment Management Inc. | 24,185 | $1.62M | 0.15% | +1,071+4.6% | Added |
| Main Street Research LLC | 24,169 | $1.61M | 0.13% | −17−0.1% | Reduced |
| Sentry Investment Management LLC | 24,138 | $1.61M | 0.41% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 24,095 | $1.61M | 0.79% | +384+1.6% | Added |
| Mission Wealth Management, LP | 24,063 | $1.61M | 0.09% | −2,183−8.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 24,072 | $1.61M | 0.41% | +111+0.5% | Added |
| RBA Wealth Management, LLC | 24,007 | $1.60M | 3.41% | −1,671−6.5% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $1.60M | 0.16% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 23,997 | $1.60M | 0.93% | +650+2.8% | Added |
| Sky Investment Group LLC | 23,958 | $1.60M | 0.36% | +420+1.8% | Added |
| Monetary Management Group Inc | 23,942 | $1.60M | 0.48% | −12,470−34.2% | Reduced |
| Exencial Wealth Advisors, LLC | 23,907 | $1.60M | 0.09% | −355−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 23,873 | $1.60M | 0.23% | −9,739−29.0% | Reduced |
| Intrust Bank NA | 23,869 | $1.59M | 0.22% | −947−3.8% | Reduced |
| Paradigm Financial Partners, LLC | 23,833 | $1.59M | 0.40% | −2,513−9.5% | Reduced |
| Buckley Wealth Management, LLC | 23,843 | $1.59M | 0.55% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 23,824 | $1.59M | 1.04% | +1,026+4.5% | Added |
| Hudson Valley Investment Advisors Inc | 23,753 | $1.59M | 0.28% | −1,150−4.6% | Reduced |
| Bridges Investment Management Inc | 23,752 | $1.59M | 0.05% | −250−1.0% | Reduced |
| Prospera Financial Services Inc | 23,665 | $1.58M | 0.08% | +4,784+25.3% | Added |
| Cobblestone Capital Advisors LLC | 23,644 | $1.58M | 0.11% | −2,970−11.2% | Reduced |
| Aurora Private Wealth, Inc. | 23,607 | $1.58M | 0.63% | +1,332+6.0% | Added |
| Legacy Bridge, LLC | 23,488 | $1.57M | 0.89% | −1,050−4.3% | Reduced |
| Kercheville Advisors, LLC | 23,457 | $1.57M | 0.73% | +258+1.1% | Added |
| Cowa, LLC | 23,524 | $1.57M | 0.98% | −248−1.0% | Reduced |
| Clarius Group, LLC | 23,413 | $1.56M | 0.14% | +398+1.7% | Added |
| J. W. Coons Advisors, LLC | 23,371 | $1.56M | 0.55% | +600+2.6% | Added |
| Cypress Capital, LLC | 23,386 | $1.56M | 1.53% | +3,286+16.3% | Added |
| Balasa Dinverno & Foltz LLC | 23,349 | $1.56M | 0.11% | −324−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,316 | $1.56M | 0.14% | +139+0.6% | Added |
| Brewin Dolphin Ltd | 23,276 | $1.56M | 0.07% | −300−1.3% | Reduced |
| Flagship Harbor Advisors, LLC | 23,264 | $1.55M | 0.17% | +713+3.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 23,250 | $1.55M | 0.19% | +1,385+6.3% | Added |
| Dividend Assets Capital, LLC | 23,248 | $1.55M | 0.30% | −596−2.5% | Reduced |
| Park Avenue Securities LLC | 23,161 | $1.55M | 0.03% | −7,624−24.8% | Reduced |
| Mainstay Capital Management LLC | 23,117 | $1.54M | 0.36% | −567−2.4% | Reduced |
| Princeton Portfolio Strategies Group LLC | 23,044 | $1.54M | 0.30% | −7,125−23.6% | Reduced |
| Greytown Advisors Inc. | 23,039 | $1.54M | 0.75% | +6,523+39.5% | Added |
| 180 Wealth Advisors, LLC | 22,817 | $1.54M | 0.35% | +602+2.7% | Added |
| Aigen Investment Management, LP | 22,982 | $1.54M | 0.27% | −1,886−7.6% | Reduced |
| Fma Advisory Inc | 22,933 | $1.53M | 0.57% | +74+0.3% | Added |
| Samalin Investment Counsel, LLC | 22,895 | $1.53M | 0.99% | −7,764−25.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 22,866 | $1.53M | 0.74% | −4,504−16.5% | Reduced |
| Chesley Taft & Associates LLC | 22,866 | $1.53M | 0.09% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 22,829 | $1.52M | 0.11% | +1,208+5.6% | Added |
| White Pine Capital LLC | 22,362 | $1.52M | 0.45% | +7,640+51.9% | Added |
| St Germain D J Co Inc | 22,705 | $1.52M | 0.10% | +114+0.5% | Added |
| Premier Asset Management LLC | 22,665 | $1.51M | 0.22% | −6,672−22.7% | Reduced |
| Leisure Capital Management | 22,642 | $1.51M | 0.84% | −1,389−5.8% | Reduced |
| Minot Wealth Management LLC | 22,418 | $1.51M | 0.33% | +2,012+9.9% | Added |
| Bray Capital Advisors | 22,597 | $1.51M | 0.39% | −749−3.2% | Reduced |
| Alhambra Investment Partners LLC | 22,529 | $1.50M | 1.13% | +605+2.8% | Added |
| Meitav Dash Investments Ltd | 22,475 | $1.50M | 0.04% | +18,475+461.9% | Added |
| Blueshift Asset Management, LLC | 22,390 | $1.50M | 0.08% | +131+0.6% | Added |
| Campbell Wealth Management | 22,346 | $1.49M | 0.20% | −207−0.9% | Reduced |
| Independent Financial Group, LLC | 22,072 | $1.47M | 0.16% | +1,549+7.5% | Added |
| Fairfield, Bush & Co. | 22,035 | $1.47M | 0.40% | −3,138−12.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,946 | $1.47M | 0.27% | +647+3.0% | Added |
| Notis-McConarty Edward | 21,850 | $1.46M | 0.54% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21,736 | $1.45M | 0.89% | −114−0.5% | Reduced |
| Bel Air Investment Advisors LLC | 21,670 | $1.45M | 0.04% | −6,569−23.3% | Reduced |
| Clark Capital Management Group, Inc. | 21,645 | $1.45M | 0.02% | −703,603−97.0% | Reduced |
| Citizens Business Bank | 21,561 | $1.44M | 0.19% | +19+0.1% | Added |
| Birch Hill Investment Advisors LLC | 21,454 | $1.43M | 0.08% | −310−1.4% | Reduced |
| Cim Investment Mangement Inc | 21,441 | $1.43M | 0.44% | −414−1.9% | Reduced |
| Centaurus Financial, Inc. | 21,136 | $1.41M | 0.12% | +2,078+10.9% | Added |
| Newman Dignan & Sheerar, Inc. | 21,073 | $1.41M | 0.48% | +1,132+5.7% | Added |
| Sequoia Financial Advisors, LLC | 21,060 | $1.41M | 0.05% | +2,699+14.7% | Added |
| Assetmark, Inc | 21,020 | $1.41M | 0.01% | +69+0.3% | Added |
| Highlander Capital Management, LLC | 20,824 | $1.39M | 0.69% | −3,550−14.6% | Reduced |