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 |
|---|---|---|---|---|---|
| Healthcare Value Capital, LLC | 50,000 | $3.34M | 7.23% | +25,000+100.0% | Added |
| Murphy Capital Management Inc | 49,866 | $3.33M | 0.38% | +1,495+3.1% | Added |
| Bragg Financial Advisors, Inc | 49,681 | $3.32M | 0.21% | −2,690−5.1% | Reduced |
| Klingenstein Fields & Co LP | 49,617 | $3.32M | 0.14% | −180−0.4% | Reduced |
| Hartford Financial Management Inc. | 49,532 | $3.31M | 0.82% | +160.0% | Added |
| FORA Capital, LLC | 49,501 | $3.31M | 0.62% | +37,569+314.9% | Added |
| Wealthcare Advisory Partners LLC | 49,477 | $3.31M | 0.22% | +5,051+11.4% | Added |
| Bremer Bank National Association | 49,069 | $3.28M | 0.70% | −2,016−3.9% | Reduced |
| Kempner Capital Management Inc. | 48,900 | $3.27M | 1.85% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 175,332 | $3.26M | 0.13% | +34,680+24.7% | Added |
| Selway Asset Management | 48,695 | $3.25M | 1.74% | +2,050+4.4% | Added |
| AGF Investments America Inc. | 48,496 | $3.24M | 0.77% | +1,031+2.2% | Added |
| Allstate Corp | 48,461 | $3.24M | 0.11% | −3,125−6.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 48,374 | $3.23M | 0.36% | +976+2.1% | Added |
| SFMG, LLC | 48,347 | $3.23M | 0.36% | +5,328+12.4% | Added |
| Paragon Capital Management LLC | 48,343 | $3.23M | 1.61% | −653−1.3% | Reduced |
| TownSquare Capital, LLC | 48,423 | $3.23M | 0.10% | +11,064+29.6% | Added |
| Affinity Investment Advisors, LLC | 48,257 | $3.23M | 1.46% | −18,910−28.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 48,187 | $3.22M | 0.45% | +1,212+2.6% | Added |
| Wellington Shields & Co., LLC | 47,715 | $3.19M | 1.05% | −1,100−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 47,709 | $3.19M | 0.07% | −120.0% | Reduced |
| Radnor Capital Management, LLC | 47,716 | $3.19M | 1.08% | +155+0.3% | Added |
| Old Port Advisors | 46,603 | $3.16M | 1.14% | −4,027−8.0% | Reduced |
| Mutual Advisors, LLC | 47,023 | $3.14M | 0.19% | −548−1.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 46,850 | $3.13M | 0.35% | −1,430−3.0% | Reduced |
| Marco Investment Management LLC | 46,797 | $3.13M | 0.36% | +4,580+10.8% | Added |
| Fulcrum Asset Management LLP | – | $3.12M | 1.31% | – | – |
| Sumitomo Life Insurance Co | 46,522 | $3.11M | 0.10% | −7,126−13.3% | Reduced |
| Silvant Capital Management LLC | 46,262 | $3.09M | 0.49% | −725−1.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 46,210 | $3.09M | 0.28% | −208−0.4% | Reduced |
| Strategic Global Advisors, LLC | 46,186 | $3.09M | 0.56% | +46,186 | New |
| Bangor Savings Bank | 46,152 | $3.08M | 0.35% | +162+0.4% | Added |
| Mitchell Capital Management Co | 46,145 | $3.08M | 0.68% | +1,380+3.1% | Added |
| Avestar Capital, LLC | 46,029 | $3.08M | 0.59% | +8,877+23.9% | Added |
| Rodgers Brothers Inc. | 46,018 | $3.08M | 0.59% | +10,350+29.0% | Added |
| Birmingham Capital Management Co Inc | 45,905 | $3.07M | 1.12% | +30+0.1% | Added |
| Avantax Advisory Services, Inc. | 45,874 | $3.06M | 0.06% | +2,943+6.9% | Added |
| Pinnacle Financial Partners Inc | 45,643 | $3.05M | 0.12% | +3,929+9.4% | Added |
| Pinnacle Wealth Advisors | 45,643 | $3.05M | 0.12% | +45,643 | New |
| Windward Capital Management Co | 45,593 | $3.05M | 0.28% | +302+0.7% | Added |
| Capital Wealth Planning, LLC | 45,384 | $3.03M | 0.09% | −300−0.7% | Reduced |
| 1st Source Bank | 45,394 | $3.03M | 0.19% | +633+1.4% | Added |
| FinTrust Capital Advisors, LLC | 45,163 | $3.02M | 0.80% | +1,764+4.1% | Added |
| Kingsview Wealth Management, LLC | 45,044 | $3.00M | 0.15% | −1,347−2.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 44,796 | $2.99M | 1.67% | +97+0.2% | Added |
| Jackson Square Capital, LLC | 44,746 | $2.99M | 0.96% | −108−0.2% | Reduced |
| Hodges Capital Management Inc. | 44,695 | $2.99M | 0.33% | +16,692+59.6% | Added |
| Private Trust Co NA | 44,622 | $2.98M | 0.45% | −215−0.5% | Reduced |
| Selective Wealth Management, Inc. | 44,466 | $2.97M | 2.37% | −15,035−25.3% | Reduced |
| First Midwest Bank Trust Division | 44,391 | $2.97M | 0.40% | −2,552−5.4% | Reduced |
| Cornercap Investment Counsel Inc | 44,333 | $2.96M | 0.33% | +629+1.4% | Added |
| Alpha Omega Wealth Management LLC | 44,012 | $2.94M | 0.48% | −499−1.1% | Reduced |
| Peoples Financial Services Corp. | 43,933 | $2.94M | 1.23% | −975−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.93M | 0.39% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 44,056 | $2.92M | 2.21% | +1,335+3.1% | Added |
| McMillion Capital Management Inc | 43,440 | $2.90M | 1.58% | −1,200−2.7% | Reduced |
| Knott David M | 43,409 | $2.90M | 1.12% | −8,000−15.6% | Reduced |
| Peak Asset Management, LLC | 43,227 | $2.89M | 0.72% | +1,967+4.8% | Added |
| Avantax Planning Partners, Inc. | 42,799 | $2.86M | 0.13% | +11,187+35.4% | Added |
| Courier Capital LLC | 42,487 | $2.84M | 0.27% | +1,020+2.5% | Added |
| Jacobi Capital Management LLC | 42,440 | $2.84M | 0.37% | +6,999+19.7% | Added |
| Lederer & Associates Investment Counsel | 42,382 | $2.83M | 1.89% | −1,355−3.1% | Reduced |
| Leonteq Securities AG | 42,334 | $2.83M | 0.21% | −7,848−15.6% | Reduced |
| SeaCrest Wealth Management, LLC | 42,319 | $2.83M | 0.34% | +169+0.4% | Added |
| Banque Pictet & Cie SA | 42,289 | $2.83M | 0.03% | −7,069−14.3% | Reduced |
| Lincoln National Corp | 42,274 | $2.83M | 0.06% | −2,092−4.7% | Reduced |
| Seelaus Asset Management LLC | 42,186 | $2.82M | 1.65% | −7,527−15.1% | Reduced |
| City Holding Co | 42,160 | $2.82M | 0.50% | −8,050−16.0% | Reduced |
| Dynamic Advisor Solutions LLC | 41,988 | $2.81M | 0.22% | −1,770−4.0% | Reduced |
| Barbara Oil Co. | 42,000 | $2.81M | 1.29% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 41,893 | $2.80M | 0.32% | +9,293+28.5% | Added |
| AIMZ Investment Advisors, LLC | 41,863 | $2.80M | 1.25% | +30.0% | Added |
| Orca Investment Management, LLC | 41,817 | $2.79M | 2.52% | −240−0.6% | Reduced |
| Donoghue Forlines LLC | 41,422 | $2.77M | 0.52% | −340−0.8% | Reduced |
| JustInvest LLC | 41,398 | $2.77M | 0.29% | +20,713+100.1% | Added |
| World Asset Management Inc | 41,346 | $2.76M | 0.25% | −2,129−4.9% | Reduced |
| High Pointe Capital Management LLC | 41,003 | $2.74M | 2.16% | −506−1.2% | Reduced |
| South State Corp. | 40,955 | $2.74M | 0.24% | −119−0.3% | Reduced |
| Sanders Morris Harris LLC | 40,864 | $2.73M | 0.53% | −200.0% | Reduced |
| Stokes Family Office, LLC | 40,776 | $2.73M | 0.39% | +761+1.9% | Added |
| KG&L Capital Management,LLC | 40,716 | $2.72M | 1.24% | +2,991+7.9% | Added |
| Duncker Streett & Co Inc | 40,593 | $2.71M | 0.50% | −14,309−26.1% | Reduced |
| Moloney Securities Asset Management, LLC | 40,508 | $2.71M | 0.49% | −6,038−13.0% | Reduced |
| DCF Advisers, LLC | 40,500 | $2.71M | 1.36% | +500+1.3% | Added |
| Gilman Hill Asset Management, LLC | 40,334 | $2.69M | 0.69% | +1,261+3.2% | Added |
| Trust Co of Toledo NA | 40,194 | $2.69M | 0.45% | +293+0.7% | Added |
| Stansberry Asset Management, LLC | 40,125 | $2.68M | 0.65% | +1,954+5.1% | Added |
| Princeton Global Asset Management LLC | 39,962 | $2.67M | 0.81% | −1,481−3.6% | Reduced |
| Old Second National Bank of Aurora | 39,916 | $2.67M | 0.73% | +22+0.1% | Added |
| Edmp, Inc. | 39,778 | $2.66M | 2.79% | +555+1.4% | Added |
| SevenBridge Financial Group, LLC | 39,731 | $2.65M | 0.87% | +1,687+4.4% | Added |
| Claybrook Capital, LLC | 39,731 | $2.65M | 0.87% | +39,731 | New |
| Triangle Securities Wealth Management | 39,652 | $2.65M | 0.90% | −869−2.1% | Reduced |
| Hantz Financial Services, Inc. | 39,497 | $2.64M | 0.10% | +3,477+9.7% | Added |
| Stratos Wealth Advisors, LLC | 39,388 | $2.63M | 0.23% | +2,870+7.9% | Added |
| Stonnington Group, LLC | 39,384 | $2.63M | 0.58% | +3,100+8.5% | Added |
| Greenleaf Trust | 39,160 | $2.62M | 0.03% | +2,611+7.1% | Added |
| Mirabella Financial Services LLP | 39,109 | $2.61M | 0.50% | +39,109 | New |
| Choate Investment Advisors | 39,058 | $2.61M | 0.16% | −4,837−11.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 39,012 | $2.61M | 0.47% | −55−0.1% | Reduced |