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, 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
- 2,548
- −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
- 1,015 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| Shayne & Co., LLC | 8,893 | $616.4K | 0.34% | +1,257+16.5% | Added |
| Wellington Shields Capital Management, LLC | 8,916 | $618.0K | 0.07% | +10.0% | Added |
| Bellevue Asset Management, LLC | 8,952 | $620.5K | 0.42% | −2,278−20.3% | Reduced |
| Allred Capital Management, LLC | 8,956 | $620.7K | 0.33% | −24−0.3% | Reduced |
| Alethea Capital Management, LLC | 8,965 | $621.4K | 0.66% | +8,965 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,965 | $621.4K | 0.04% | +2,272+33.9% | Added |
| Brown Shipley& Co Ltd | 8,997 | $623.6K | 0.40% | +8,997 | New |
| Cercano Management LLC | 9,000 | $623.8K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,000 | $624.0K | 0.21% | −7,945−46.9% | Reduced |
| Avidian Wealth Solutions, LLC | 9,006 | $624.2K | 0.03% | +302+3.5% | Added |
| EPG Wealth Management LLC | 9,014 | $624.8K | 0.20% | +17+0.2% | Added |
| Trust Co | 9,037 | $626.4K | 0.09% | −123−1.3% | Reduced |
| Cottage Street Advisors LLC | 9,042 | $626.7K | 0.49% | +9,042 | New |
| Johnson Financial Group, Inc. | 9,047 | $627.0K | 0.04% | −1,283−12.4% | Reduced |
| Angeles Wealth Management, LLC | 9,058 | $627.8K | 0.09% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 9,106 | $631.1K | 0.14% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 9,133 | $633.0K | 0.91% | −700−7.1% | Reduced |
| Washington Trust Advisors, Inc. | 9,160 | $634.9K | 0.06% | −296−3.1% | Reduced |
| Millennium Capital Advisors, LLC | 9,163 | $635.1K | 0.57% | +52+0.6% | Added |
| NorthRock Partners, LLC | 9,218 | $638.9K | 0.07% | −2,360−20.4% | Reduced |
| Security Asset Management | 9,230 | $639.7K | 0.37% | +1,558+20.3% | Added |
| HighTower Trust Services, LTA | 9,787 | $643.1K | 0.06% | −11,476−54.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 9,279 | $643.1K | 0.07% | +804+9.5% | Added |
| Linscomb & Williams, Inc. | 9,337 | $647.1K | 0.03% | −2,279−19.6% | Reduced |
| Alera Investment Advisors, LLC | 9,355 | $648.4K | 0.15% | −63−0.7% | Reduced |
| Chilton Investment Co LLC | 9,356 | $648.5K | 0.02% | +200+2.2% | Added |
| Quantamental Technologies LLC | 9,395 | $651.2K | 0.35% | −9,883−51.3% | Reduced |
| Ridgewood Investments LLC | 9,417 | $652.7K | 0.40% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,442 | $654.4K | 0.05% | −3,332−26.1% | Reduced |
| Visionary Wealth Advisors | 9,452 | $655.1K | 0.06% | +1,676+21.6% | Added |
| Sargent Investment Group, LLC | 9,402 | $655.2K | 0.17% | +75+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 9,488 | $657.6K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 9,490 | $657.7K | 0.10% | −3,919−29.2% | Reduced |
| Knowledge Leaders Capital, LLC | 9,503 | $658.7K | 0.87% | −286−2.9% | Reduced |
| Sittner & Nelson, LLC | 9,565 | $663.0K | 0.38% | −21−0.2% | Reduced |
| Sutton Wealth Advisors Inc. | 9,566 | $663.0K | 0.35% | −2,285−19.3% | Reduced |
| Brookfield Asset Management Inc. | 9,616 | $666.5K | 0.00% | +9,616 | New |
| Seven Eight Capital, LP | 9,622 | $666.9K | 0.14% | +9,622 | New |
| PFG Advisors | 9,623 | $666.9K | 0.06% | +250+2.7% | Added |
| Aspen Investment Management Inc | 9,617 | $667.0K | 0.43% | −8,868−48.0% | Reduced |
| Jmac Enterprises LLC | 9,645 | $668.5K | 0.17% | +872+9.9% | Added |
| Walter & Keenan Financial Consulting Co | 9,650 | $668.8K | 0.25% | −5,500−36.3% | Reduced |
| Accurate Wealth Management, LLC | 9,517 | $668.8K | 0.23% | +3,017+46.4% | Added |
| Callan Family Office, LLC | 9,682 | $671.1K | 0.16% | +9,682 | New |
| Eudaimonia Partners, LLC | 9,690 | $671.6K | 0.16% | +200+2.1% | Added |
| Gilbert & Cook, Inc. | 9,698 | $672.2K | 0.12% | +104+1.1% | Added |
| Patton Albertson Miller Group, LLC | 9,731 | $674.5K | 0.12% | −114−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 9,841 | $682.1K | 0.03% | −18−0.2% | Reduced |
| Parthenon LLC | 9,852 | $682.8K | 0.10% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 9,849 | $683.0K | 0.06% | +450+4.8% | Added |
| Somerville Kurt F | 9,882 | $684.9K | 0.12% | −250−2.5% | Reduced |
| 1620 Investment Advisors, Inc. | 9,896 | $685.9K | 0.83% | +70+0.7% | Added |
| Regal Investment Advisors LLC | 9,933 | $688.4K | 0.06% | −17,266−63.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,940 | $688.9K | 0.11% | −645−6.1% | Reduced |
| NVWM, LLC | 9,950 | $689.6K | 0.23% | −54−0.5% | Reduced |
| Wolff Financial Management LLC | 9,950 | $690.0K | 0.24% | 00.0% | Unchanged |
| MKT Advisors LLC | 9,891 | $690.6K | 0.52% | −62−0.6% | Reduced |
| Caxton Associates LP | 9,964 | $690.6K | 0.11% | −15,940−61.5% | Reduced |
| Oakworth Capital, Inc. | 9,987 | $692.2K | 0.06% | −474−4.5% | Reduced |
| Norway Savings Bank | 9,990 | $692.4K | 0.35% | +1,040+11.6% | Added |
| Lumina Fund Management LLC | 10,000 | $693.0K | 0.33% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 10,000 | $693.1K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 10,025 | $695.0K | 0.12% | +150+1.5% | Added |
| LCM Capital Management Inc | 10,035 | $695.5K | 0.61% | +239+2.4% | Added |
| Cozad Asset Management Inc | 10,049 | $696.5K | 0.09% | +239+2.4% | Added |
| Strategy Asset Managers LLC | 10,059 | $697.2K | 0.17% | +10,059 | New |
| Allen Investment Management LLC | 10,108 | $700.6K | 0.01% | 00.0% | Unchanged |
| Iron Financial, LLC | 10,123 | $701.6K | 0.39% | +10,123 | New |
| One Charles Private Wealth Services, LLC | 10,132 | $702.2K | 0.44% | +157+1.6% | Added |
| Ellsworth Advisors, LLC | 10,141 | $702.9K | 0.25% | +1,467+16.9% | Added |
| Paradigm Capital Management Inc | 10,200 | $707.0K | 0.05% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 10,204 | $707.3K | 0.15% | −183−1.8% | Reduced |
| Prosperity Consulting Group, LLC | 10,227 | $708.8K | 0.45% | −8,739−46.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,250 | $710.4K | 0.74% | −100−1.0% | Reduced |
| Buckingham Strategic Partners | 10,262 | $711.3K | 0.05% | −537−5.0% | Reduced |
| ASB Consultores, LLC | 10,286 | $712.9K | 0.29% | +1,561+17.9% | Added |
| Woodward Diversified Capital, LLC | 10,295 | $713.5K | 0.56% | +31+0.3% | Added |
| Marietta Investment Partners LLC | 10,300 | $713.9K | 0.20% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,302 | $714.0K | 0.10% | +1,623+18.7% | Added |
| Concord Asset Management, LLC | 10,318 | $715.1K | 0.29% | +6,911+202.8% | Added |
| Benin Management CORP | 10,352 | $717.5K | 0.27% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 10,391 | $720.0K | 0.07% | −155−1.5% | Reduced |
| Pettinga Financial Advisors, LLC | 10,393 | $720.3K | 0.22% | +30+0.3% | Added |
| Johnson & White Wealth Management, LLC | 10,417 | $722.0K | 0.64% | +10,417 | New |
| SPC Financial, Inc. | 10,435 | $723.3K | 0.08% | +119+1.2% | Added |
| One Wealth Advisors, LLC | 10,479 | $726.3K | 0.17% | +820+8.5% | Added |
| Crestwood Advisors Group LLC | 10,479 | $726.3K | 0.02% | +395+3.9% | Added |
| Summit Financial Group Inc | 10,480 | $726.4K | 0.29% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 10,490 | $727.1K | 0.44% | +69+0.7% | Added |
| North Star Asset Management Inc | 10,491 | $727.1K | 0.04% | −200−1.9% | Reduced |
| Northeast Investment Management | 10,496 | $727.5K | 0.04% | −35−0.3% | Reduced |
| Red Door Wealth Management, LLC | 10,497 | $727.5K | 0.23% | +292+2.9% | Added |
| DMG Group, LLC | 10,470 | $729.7K | 0.74% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 10,533 | $730.0K | 0.22% | +156+1.5% | Added |
| Kiley Juergens Wealth Management, LLC | 10,543 | $730.7K | 0.27% | +10,543 | New |
| Nilsine Partners, LLC | 10,562 | $732.1K | 0.11% | +10,562 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,566 | $732.3K | 0.05% | −7,635−41.9% | Reduced |
| Round Hill Asset Management | 10,584 | $733.6K | 0.46% | 00.0% | Unchanged |
| Davis R M Inc | 10,594 | $734.0K | 0.02% | +65+0.6% | Added |
| Csenge Advisory Group | 10,599 | $734.6K | 0.05% | +2,988+39.3% | Added |