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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 14,234 | $951.0K | 0.17% | +122+0.9% | Added |
| Fulton Bank, N.A. | 14,197 | $949.0K | 0.04% | −1,018−6.7% | Reduced |
| Keudell/Morrison Wealth Management | 14,200 | $949.0K | 0.52% | −89−0.6% | Reduced |
| Texas Yale Capital Corp. | 14,161 | $946.0K | 0.05% | +185+1.3% | Added |
| Van Hulzen Asset Management, LLC | 14,156 | $946.0K | 0.14% | +2,690+23.5% | Added |
| Ritholtz Wealth Management | 14,154 | $946.0K | 0.07% | +3,048+27.4% | Added |
| Boston Financial Mangement LLC | 14,127 | $944.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 14,100 | $942.0K | 0.46% | +50.0% | Added |
| Investment Partners, Ltd. | 14,097 | $942.0K | 0.43% | +330+2.4% | Added |
| Invst, LLC | 13,981 | $941.0K | 0.15% | +43+0.3% | Added |
| Prelude Capital Management, LLC | 14,034 | $938.0K | 0.05% | −29,332−67.6% | Reduced |
| Quadrant Capital Group LLC | 14,001 | $936.0K | 0.14% | −1,535−9.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 13,998 | $935.0K | 0.38% | −3,380−19.4% | Reduced |
| Scott Investment Partners LLP | 14,000 | $935.0K | 0.66% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,998 | $935.0K | 0.15% | +1,562+12.6% | Added |
| Parkside Financial Bank & Trust | 13,967 | $933.0K | 0.27% | −7,316−34.4% | Reduced |
| CoreFirst Bank & Trust | 13,966 | $933.0K | 0.63% | +87+0.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,953 | $932.0K | 0.11% | −350−2.4% | Reduced |
| One Capital Management, LLC | 13,948 | $932.0K | 0.08% | +10.0% | Added |
| Bayesian Capital Management, LP | 13,920 | $930.0K | 0.24% | −44,270−76.1% | Reduced |
| DT Investment Partners, LLC | 13,925 | $930.0K | 0.13% | +1,109+8.7% | Added |
| Atwood & Palmer Inc | 13,866 | $927.0K | 0.08% | −350−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,878 | $927.0K | 0.12% | −300−2.1% | Reduced |
| Veriti Management LLC | 13,837 | $925.0K | 0.14% | −2,176−13.6% | Reduced |
| Ontario Teachers Pension Plan Board | 13,811 | $923.0K | 0.01% | −3,614−20.7% | Reduced |
| Charles Schwab Trust Co | 13,782 | $921.0K | 0.18% | −64−0.5% | Reduced |
| Johnson Financial Group, Inc. | 13,716 | $917.0K | 0.06% | −1,186−8.0% | Reduced |
| Strategic Investment Advisors | 13,719 | $917.0K | 0.21% | +5,470+66.3% | Added |
| Burney Co | 13,711 | $916.0K | 0.04% | −154−1.1% | Reduced |
| Journey Advisory Group, LLC | 13,627 | $911.0K | 0.29% | +2,155+18.8% | Added |
| Coldstream Capital Management Inc | 13,607 | $909.0K | 0.04% | −3,688−21.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,576 | $907.0K | 0.31% | +3,175+30.5% | Added |
| Kimelman & Baird, LLC | 13,490 | $901.0K | 0.08% | +13,490 | New |
| First PREMIER Bank | 13,463 | $900.0K | 0.26% | +1,070+8.6% | Added |
| K.J. Harrison & Partners Inc | 13,420 | $898.0K | 0.13% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 14,457 | $886.0K | 0.12% | +35+0.2% | Added |
| RFG Advisory, LLC | 13,225 | $884.0K | 0.08% | +199+1.5% | Added |
| Hartline Investment Corp | 13,166 | $880.0K | 0.11% | −2,167−14.1% | Reduced |
| Crescent Grove Advisors, LLC | 13,145 | $878.0K | 0.09% | −800−5.7% | Reduced |
| LVM Capital Management Ltd | 13,140 | $878.0K | 0.13% | 00.0% | Unchanged |
| Mirova | 13,150 | $878.0K | 0.11% | +844+6.9% | Added |
| Cardinal Capital Management, Inc. | 13,100 | $875.0K | 0.05% | +50+0.4% | Added |
| Mark Stevens | 13,035 | $871.0K | 0.10% | −1,845−12.4% | Reduced |
| TD Private Client Wealth LLC | 12,950 | $865.3K | 0.04% | −1,090−7.8% | Reduced |
| Lake Street Financial LLC | 12,924 | $860.0K | 0.22% | −1,339−9.4% | Reduced |
| Spears Abacus Advisors LLC | 12,848 | $859.0K | 0.06% | +3,000+30.5% | Added |
| Lyell Wealth Management, LP | 12,838 | $858.0K | 0.11% | −12−0.1% | Reduced |
| Sunflower Bank, N.A. | 12,824 | $857.0K | 0.13% | −465−3.5% | Reduced |
| Loveless Wealth Management LLC | 12,823 | $857.0K | 0.52% | +1,628+14.5% | Added |
| Traynor Capital Management, Inc. | 12,796 | $856.0K | 0.12% | −505−3.8% | Reduced |
| Intersect Capital LLC | 12,804 | $856.0K | 0.15% | −75−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,803 | $855.0K | 0.10% | +1,507+13.3% | Added |
| Wilen Investment Management Corp. | 12,838 | $854.0K | 0.73% | +4,400+52.1% | Added |
| One Charles Private Wealth Services, LLC | 12,776 | $854.0K | 0.57% | +12,776 | New |
| West Chester Capital Advisors, Inc | 12,773 | $853.0K | 0.66% | −1,799−12.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,767 | $853.0K | 0.14% | +3,941+44.7% | Added |
| Northeast Investment Management | 12,751 | $852.0K | 0.05% | −907−6.6% | Reduced |
| IMC-Chicago, LLC | 12,674 | $847.0K | 0.07% | +12,674 | New |
| FRG Family Wealth Advisors LLC | 12,661 | $846.0K | 0.16% | −2,515−16.6% | Reduced |
| Archford Capital Strategies, LLC | 12,652 | $845.0K | 0.21% | −28−0.2% | Reduced |
| Acropolis Investment Management, LLC | 12,572 | $840.0K | 0.08% | −1,077−7.9% | Reduced |
| Howland Capital Management LLC | 12,562 | $839.0K | 0.04% | −3,805−23.2% | Reduced |
| Change Path, LLC | 12,495 | $835.0K | 0.05% | +3,593+40.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 12,483 | $834.0K | 0.31% | +375+3.1% | Added |
| Intercontinental Wealth Advisors, LLC | 12,431 | $831.0K | 0.16% | +292+2.4% | Added |
| Bank of New Hampshire | 12,433 | $831.0K | 0.22% | +12,433 | New |
| Winning Points Advisors, LLC | 12,411 | $829.0K | 0.62% | −100−0.8% | Reduced |
| Wealth Alliance | 12,388 | $828.0K | 0.19% | −927−7.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,360 | $826.0K | 0.11% | −1,450−10.5% | Reduced |
| Walleye Trading LLC | 12,300 | $822.0K | 0.02% | +12,300 | New |
| Armor Investment Advisors, LLC | 12,244 | $818.0K | 0.49% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 12,043 | $817.0K | 0.29% | −850−6.6% | Reduced |
| Sawtooth Solutions, LLC | 12,212 | $816.0K | 0.16% | +5,739+88.7% | Added |
| Diligent Investors, LLC | 12,199 | $815.0K | 0.28% | −195−1.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 12,200 | $815.0K | 0.49% | +917+8.1% | Added |
| Alphasimplex Group, LLC | 12,156 | $812.0K | 0.41% | 00.0% | Unchanged |
| Range Financial Group LLC | 12,156 | $812.0K | 0.60% | +2,124+21.2% | Added |
| Wealth Dimensions Group, Ltd. | 12,132 | $811.0K | 0.55% | +201+1.7% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 12,116 | $810.0K | 0.11% | +9+0.1% | Added |
| Ironwood Financial, llc | 12,106 | $809.0K | 0.24% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 12,058 | $806.0K | 0.51% | 00.0% | Unchanged |
| Somerville Kurt F | 11,982 | $800.0K | 0.12% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,955 | $799.0K | 0.03% | +20+0.2% | Added |
| First Foundation Advisors | 11,948 | $798.0K | 0.03% | +563+4.9% | 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 |
| Capital Advisory Group Advisory Services, LLC | 11,888 | $794.0K | 0.29% | +2,047+20.8% | Added |
| Stoneridge Investment Partners LLC | 11,835 | $791.0K | 0.38% | +11,835 | New |
| Atlas Capital Advisors LLC | 11,822 | $789.9K | 0.13% | +726+6.5% | 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 |
| 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 |
| Nwam LLC | 11,736 | $784.0K | 0.07% | −691−5.6% | Reduced |
| Roof Eidam & Maycock | 11,733 | $784.0K | 0.29% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11,714 | $782.7K | 0.29% | −12−0.1% | Reduced |
| Broderick Brian C | 11,700 | $782.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Clear Perspective Advisors, LLC | 11,649 | $778.0K | 0.27% | +690+6.3% | Added |