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, Q1 2023
Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2023. 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
- 2,549
- −6 vs. Q4 2022
- Shares held
- 1.60B
- +7.06M (+0.4%) vs. Q4 2022
- Total value
- $110.9B
- −$3.98B (−3.5%) vs. Q4 2022
- New holders
- 128
- 1,052 more added
- Sold out
- 134
- 1,016 more reduced
51 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 109,302 | $2 | 0.05% | +109,302 | New |
| 25 LLC | 14 | $958 | 0.00% | +14 | New |
| Level Financial Advisors, Inc. | 17 | $1.18K | 0.00% | −13−43.3% | Reduced |
| Tfo-TDC, LLC | 20 | $1.39K | 0.00% | +19+1,900.0% | Added |
| USA Financial Portformulas Corp | 21 | $1.46K | 0.00% | +21 | New |
| Macroview Investment Management LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.94K | 0.00% | – | – |
| Legend Financial Advisors, Inc. | 33 | $2.29K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 56 | $3.88K | 0.26% | −43−43.4% | Reduced |
| Ofi Invest Asset Management | 329,222 | $4.75K | 0.02% | +329,222 | New |
| Iron Horse Wealth Management, LLC | 71 | $4.92K | 0.00% | +30+73.2% | Added |
| Highline Wealth Partners LLC | 87 | $6.03K | 0.00% | +47+117.5% | Added |
| Sofos Investments, Inc. | 69 | $6.88K | 0.30% | −3−4.2% | Reduced |
| Halpern Financial, Inc. | 100 | $6.93K | 0.00% | −100−50.0% | Reduced |
| Roble, Belko & Company, Inc | 100 | $7.00K | 0.00% | −160−61.5% | Reduced |
| Tucker Asset Management LLC | 103 | $7.14K | 0.00% | +7+7.3% | Added |
| Mendota Financial Group, LLC | 100 | $7.30K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 107 | $7.44K | 0.00% | +1+0.9% | Added |
| Red Tortoise LLC | 116 | $8.04K | 0.01% | −66−36.3% | Reduced |
| Financial Avengers, Inc. | 121 | $8.40K | 0.01% | +1+0.8% | Added |
| Fortis Capital Advisors, LLC | 125 | $8.66K | 0.00% | −450−78.3% | Reduced |
| Financial Freedom, LLC | 125 | $8.69K | 0.01% | +1+0.8% | Added |
| BBJS Financial Advisors, LLC | 128 | $8.88K | 0.00% | +1+0.8% | Added |
| Lumature Wealth Partners, LLC | 150 | $10.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 158 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 166 | $11.5K | 0.01% | +2+1.2% | Added |
| Sawyer & Company, Inc | 165 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 180 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 174 | $12.1K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 174 | $12.1K | 0.02% | +1+0.6% | Added |
| Core Wealth Advisors, Inc. | 193 | $13.4K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 195 | $13.5K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 200 | $13.9K | 0.02% | −132−39.8% | Reduced |
| Maryland Capital Advisors Inc. | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 205 | $14.2K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 226 | $16.0K | 0.01% | +150+197.4% | Added |
| Country Trust Bank | 240 | $16.6K | 0.00% | +240 | New |
| Fairfield Financial Advisors, LTD | 244 | $16.6K | 0.01% | +2+0.8% | Added |
| True Wealth Design, LLC | 257 | $17.8K | 0.01% | −102−28.4% | Reduced |
| Cape Investment Advisory, Inc. | 258 | $17.9K | 0.01% | +258 | New |
| MRP Capital Investments, LLC | 259 | $18.0K | 0.02% | +201+346.6% | Added |
| Schubert & Co | 267 | $18.5K | 0.02% | −97−26.6% | Reduced |
| Bromfield Sneider Wealth Advisors | 278 | $19.3K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 293 | $20.3K | 0.02% | −412−58.4% | Reduced |
| Cascade Investment Advisors, Inc. | 300 | $20.8K | 0.02% | +300 | New |
| NewSquare Capital LLC | 303 | $21.0K | 0.00% | +200+194.2% | Added |
| Acima Private Wealth, LLC | 304 | $21.1K | 0.01% | +104+52.0% | Added |
| Blue Bell Private Wealth Management, LLC | 325 | $22.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $23.2K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 370 | $25.7K | 0.03% | −34−8.4% | Reduced |
| James Investment Research Inc | 390 | $27.0K | 0.00% | +40+11.4% | Added |
| Kessler Investment Group, LLC | 400 | $27.7K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 403 | $27.9K | 0.02% | −12−2.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 415 | $28.7K | 0.00% | +415 | New |
| GoalVest Advisory LLC | 418 | $29.0K | 0.02% | +418 | New |
| Winch Advisory Services, LLC | 422 | $29.0K | 0.01% | −27−6.0% | Reduced |
| Centerpoint Advisors, LLC | 418 | $29.0K | 0.01% | +43+11.5% | Added |
| Worth Asset Management, LLC | 429 | $29.7K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 435 | $30.0K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 435 | $30.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 440 | $30.5K | 0.01% | −811−64.8% | Reduced |
| Costello Asset Management, INC | 450 | $31.2K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 452 | $31.3K | 0.01% | −82−15.4% | Reduced |
| Live Oak Investment Partners | – | $31.5K | 0.03% | – | – |
| Tanaka Capital Management Inc | 486 | $34.0K | 0.10% | 00.0% | Unchanged |
| First Personal Financial Services | 495 | $34.3K | 0.01% | +200+67.8% | Added |
| Clear Investment Research, LLC | 500 | $34.7K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $34.7K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 506 | $35.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 508 | $35.2K | 0.04% | −2,150−80.9% | Reduced |
| Hoey Investments, Inc | 511 | $35.4K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 514 | $35.6K | 0.01% | −12−2.3% | Reduced |
| Avalon Trust Co | 521 | $36.1K | 0.00% | +521 | New |
| Guardian Wealth Management, Inc. | 524 | $36.3K | 0.03% | +8+1.6% | Added |
| Baillie Gifford & Co | 531 | $36.8K | 0.00% | +73+15.9% | Added |
| Tacita Capital Inc | 545 | $38.0K | 0.03% | −85−13.5% | Reduced |
| McClarren Financial Advisors, Inc. | 596 | $40.0K | 0.04% | +4+0.7% | Added |
| Rocky Mountain Advisers, LLC | 575 | $40.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 580 | $40.2K | 0.03% | +580 | New |
| PFS Partners, LLC | 584 | $40.5K | 0.04% | +100+20.7% | Added |
| Altshuler Shaham Ltd | 617 | $42.8K | 0.00% | −787−56.1% | Reduced |
| HighMark Wealth Management LLC | 633 | $43.9K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 651 | $45.1K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 679 | $47.1K | 0.04% | +679 | New |
| Canton Hathaway, LLC | 695 | $48.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 700 | $48.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 725 | $50.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 765 | $53.0K | 0.00% | +765 | New |
| Hoese & Co LLP | 771 | $53.2K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 787 | $54.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 793 | $55.0K | 0.01% | −100−11.2% | Reduced |
| CKW Financial Group | 850 | $59.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 860 | $59.6K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 863 | $59.8K | 0.05% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 867 | $60.1K | 0.07% | 00.0% | Unchanged |