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 |
|---|---|---|---|---|---|
| CAMG Solamere Management, LLC | 20,802 | $1.39M | 1.20% | −139−0.7% | Reduced |
| Savant Capital, LLC | 20,771 | $1.39M | 0.06% | +437+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 20,755 | $1.39M | 0.45% | +10,305+98.6% | Added |
| Fountainhead AM, LLC | 21,935 | $1.39M | 0.74% | −1,183−5.1% | Reduced |
| Hengehold Capital Management LLC | 20,645 | $1.38M | 0.18% | +10.0% | Added |
| YorkBridge Wealth Partners, LLC | 20,634 | $1.38M | 0.36% | −428−2.0% | Reduced |
| Marino, Stram & Associates LLC | 20,634 | $1.38M | 0.36% | +13,791+201.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,582 | $1.38M | 0.35% | +4,764+30.1% | Added |
| Foster & Motley Inc | 20,584 | $1.38M | 0.12% | +7,414+56.3% | Added |
| Trust Asset Management LLC | 20,512 | $1.37M | 0.19% | +2,115+11.5% | Added |
| Moneta Group Investment Advisors LLC | 20,473 | $1.37M | 0.06% | +1,655+8.8% | Added |
| HCR Wealth Advisors | 20,458 | $1.37M | 0.24% | +428+2.1% | Added |
| Smithfield Trust Co | 20,429 | $1.36M | 0.09% | −440−2.1% | Reduced |
| CPWM, LLC | 20,429 | $1.36M | 0.10% | −290−1.4% | Reduced |
| Taylor Frigon Capital Management LLC | 20,395 | $1.36M | 0.43% | +1,639+8.7% | Added |
| Brighton Jones LLC | 20,375 | $1.36M | 0.07% | −486−2.3% | Reduced |
| Nicolet Bankshares Inc | 20,336 | $1.36M | 0.36% | +901+4.6% | Added |
| Asset Dedication, LLC | 20,302 | $1.36M | 0.20% | +4,738+30.4% | Added |
| Hemenway Trust Co LLC | 20,325 | $1.36M | 0.14% | −5,304−20.7% | Reduced |
| Indiana Trust & Investment Management CO | 21,819 | $1.35M | 0.74% | +810+3.9% | Added |
| Alta Wealth Advisors LLC | 20,248 | $1.35M | 0.99% | −224−1.1% | Reduced |
| Private Wealth Advisors | 20,245 | $1.35M | 0.42% | +2,048+11.3% | Added |
| United Bank | 20,240 | $1.35M | 0.91% | −3,315−14.1% | Reduced |
| Montecito Bank & Trust | 20,177 | $1.35M | 0.26% | +580+3.0% | Added |
| Delphi Management Inc | 20,122 | $1.34M | 1.28% | +235+1.2% | Added |
| True North Advisors, LLC | 20,096 | $1.34M | 0.28% | +70+0.3% | Added |
| Keating Investment Counselors Inc | 20,037 | $1.34M | 0.61% | 00.0% | Unchanged |
| CM Management, LLC | 20,000 | $1.34M | 0.97% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 19,928 | $1.33M | 0.25% | −100−0.5% | Reduced |
| Spotlight Asset Group, Inc. | 19,900 | $1.33M | 0.51% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 19,753 | $1.32M | 0.38% | −200−1.0% | Reduced |
| Chesapeake Wealth Management | 19,699 | $1.32M | 0.43% | −2,376−10.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 19,708 | $1.32M | 0.43% | −935−4.5% | Reduced |
| M Holdings Securities, Inc. | 19,690 | $1.32M | 0.13% | −621−3.1% | Reduced |
| Essex Savings Bank | 20,025 | $1.32M | 0.51% | −215−1.1% | Reduced |
| Waldron Private Wealth LLC | 19,681 | $1.31M | 0.08% | +5,958+43.4% | Added |
| Gries Financial LLC | 19,155 | $1.31M | 0.42% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 19,625 | $1.31M | 0.53% | +873+4.7% | Added |
| Neumann Capital Management, LLC | 19,544 | $1.31M | 0.59% | +400+2.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,511 | $1.30M | 0.90% | −295−1.5% | Reduced |
| Ethic Inc. | 19,505 | $1.30M | 0.16% | +3,638+22.9% | Added |
| LS Investment Advisors, LLC | 19,479 | $1.30M | 0.16% | −72,732−78.9% | Reduced |
| Checchi Capital Advisers, LLC | 19,477 | $1.30M | 0.16% | +152+0.8% | Added |
| Royal Harbor Partners, LLC | 19,464 | $1.30M | 0.87% | +581+3.1% | Added |
| Abundance Wealth Counselors | 19,445 | $1.30M | 0.34% | +18,245+1,520.4% | Added |
| Bell Bank | 19,412 | $1.30M | 0.17% | 00.0% | Unchanged |
| KCS Wealth Advisory | 19,417 | $1.30M | 0.61% | +2,409+14.2% | Added |
| First Horizon Advisors, Inc. | 19,387 | $1.29M | 0.07% | −1,576−7.5% | Reduced |
| Atlas Brown,Inc. | 19,341 | $1.29M | 0.56% | +2,391+14.1% | Added |
| Adalta Capital Management LLC | 19,298 | $1.29M | 0.70% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 19,121 | $1.28M | 0.08% | +15,937+500.5% | Added |
| Hikari Power Ltd | 19,040 | $1.27M | 0.13% | +7,760+68.8% | Added |
| Grandfield & Dodd, LLC | 19,014 | $1.27M | 0.09% | +281+1.5% | Added |
| American Research & Management Co. | 18,995 | $1.27M | 0.29% | −4,970−20.7% | Reduced |
| Excalibur Management Corp | 18,957 | $1.27M | 0.57% | +200+1.1% | Added |
| Aull & Monroe Investment Management Corp | 18,927 | $1.26M | 0.60% | +330+1.8% | Added |
| Pictet & Cie (Europe) SA | 18,902 | $1.26M | 0.04% | −1,204−6.0% | Reduced |
| Adviser Investments LLC | 18,893 | $1.26M | 0.09% | +577+3.2% | Added |
| Coastal Investment Advisors, Inc. | 18,838 | $1.26M | 0.30% | −416−2.2% | Reduced |
| Parisi Gray Wealth Management | 18,819 | $1.26M | 0.46% | +211+1.1% | Added |
| Cornerstone Advisory, LLC | 18,800 | $1.26M | 0.21% | +4,142+28.3% | Added |
| ZWJ Investment Counsel Inc | 18,736 | $1.25M | 0.07% | −3,670−16.4% | Reduced |
| Koshinski Asset Management, Inc. | 18,688 | $1.25M | 0.16% | −7,147−27.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,688 | $1.25M | 0.28% | −1,670−8.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,650 | $1.25M | 0.48% | −1,473−7.3% | Reduced |
| Davidson Capital Management Inc. | 18,628 | $1.25M | 0.60% | −246−1.3% | Reduced |
| Beaton Management Co. Inc. | 18,633 | $1.25M | 0.79% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 18,552 | $1.24M | 0.14% | −4,290−18.8% | Reduced |
| Zuckerman Investment Group, LLC | 18,500 | $1.24M | 0.19% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 18,469 | $1.23M | 0.41% | +53+0.3% | Added |
| StoneX Group Inc. | 18,474 | $1.23M | 0.18% | +1,090+6.3% | Added |
| Meiji Yasuda Life Insurance Co | 18,425 | $1.23M | 0.02% | −618−3.2% | Reduced |
| Garrison Point Advisors, LLC | 18,416 | $1.23M | 0.89% | +106+0.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 18,400 | $1.23M | 0.68% | +500+2.8% | Added |
| Eudaimonia Partners, LLC | 18,384 | $1.23M | 0.23% | +1,802+10.9% | Added |
| Old North State Trust, LLC | 18,342 | $1.23M | 0.93% | +816+4.7% | Added |
| Wendell David Associates Inc | 18,299 | $1.22M | 0.14% | −795−4.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 18,271 | $1.22M | 0.47% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,245 | $1.22M | 0.06% | +1,262+7.4% | Added |
| Jaffetilchin Investment Partners, LLC | 18,190 | $1.22M | 0.08% | +6,183+51.5% | Added |
| WBH Advisory Inc | 17,923 | $1.21M | 0.18% | −1,992−10.0% | Reduced |
| Van Strum & Towne Inc. | 18,104 | $1.21M | 0.58% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 18,048 | $1.21M | 0.55% | −461−2.5% | Reduced |
| Carroll Financial Associates, Inc. | 18,058 | $1.21M | 0.07% | +642+3.7% | Added |
| Jeppson Wealth Management, LLC | 17,980 | $1.20M | 0.65% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 17,953 | $1.20M | 0.43% | −71−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 17,951 | $1.20M | 0.15% | −1,792−9.1% | Reduced |
| Golden State Equity Partners | 17,943 | $1.20M | 0.47% | +2,604+17.0% | Added |
| Credit Agricole S A | 17,956 | $1.20M | 0.04% | +4,752+36.0% | Added |
| We Are One Seven, LLC | 17,911 | $1.20M | 0.17% | +1,959+12.3% | Added |
| Archer Investment Corp | 17,900 | $1.20M | 0.47% | +750+4.4% | Added |
| Estabrook Capital Management | 17,880 | $1.19M | 0.18% | −150−0.8% | Reduced |
| Human Investing LLC | 17,823 | $1.19M | 0.29% | −257−1.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 17,824 | $1.19M | 0.27% | +50.0% | Added |
| Hollencrest Capital Management | 17,799 | $1.19M | 0.11% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 17,718 | $1.18M | 0.58% | +99+0.6% | Added |
| Exane Derivatives | 17,539 | $1.18M | 0.28% | −1,165−6.2% | Reduced |
| Central Bank & Trust Co | 17,694 | $1.18M | 0.19% | −4,093−18.8% | Reduced |
| Krane Funds Advisors LLC | 17,696 | $1.18M | 0.04% | +11,701+195.2% | Added |
| Van Cleef Asset Management,Inc | 17,617 | $1.18M | 0.17% | −1,274−6.7% | Reduced |