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 |
|---|---|---|---|---|---|
| Garda Capital Partners LP | 12,393 | $859.0K | 0.75% | +12,393 | New |
| Burney Co | 12,448 | $862.8K | 0.04% | +20+0.2% | Added |
| PFG Investments, LLC | 12,452 | $863.0K | 0.18% | +12,452 | New |
| Beacon Financial Advisory LLC | 12,479 | $864.9K | 0.55% | +812+7.0% | Added |
| Winning Points Advisors, LLC | 12,481 | $865.0K | 1.04% | +85+0.7% | Added |
| Strategic Investment Advisors | 12,494 | $865.9K | 0.16% | −123−1.0% | Reduced |
| Options Solutions, LLC | 12,500 | $866.4K | 0.99% | +7,900+171.7% | Added |
| Centennial Bank | 12,508 | $866.9K | 0.57% | −750−5.7% | Reduced |
| Barry Investment Advisors, LLC | 12,517 | $867.6K | 0.28% | −156−1.2% | Reduced |
| Little House Capital LLC | 12,581 | $872.0K | 0.41% | −30−0.2% | Reduced |
| Range Financial Group LLC | 12,637 | $875.8K | 0.57% | −434−3.3% | Reduced |
| Formidable Asset Management, LLC | 12,613 | $877.0K | 0.19% | +100+0.8% | Added |
| SOL Capital Management CO | 12,688 | $879.4K | 0.14% | −100−0.8% | Reduced |
| Smith, Salley & Associates | 12,699 | $880.2K | 0.07% | +626+5.2% | Added |
| New Hampshire Trust | 12,709 | $880.9K | 0.24% | −283−2.2% | Reduced |
| River & Mercantile Asset Management LLP | 12,730 | $882.0K | 0.18% | −560−4.2% | Reduced |
| Donoghue Forlines LLC | 12,739 | $882.9K | 0.32% | −22,421−63.8% | Reduced |
| CapWealth Advisors, LLC | 12,763 | $884.6K | 0.11% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 12,775 | $885.4K | 0.26% | −7,295−36.3% | Reduced |
| Worth Venture Partners, LLC | 12,800 | $887.2K | 0.44% | +12,800 | New |
| Wealth Dimensions Group, Ltd. | 12,836 | $889.6K | 0.34% | −902−6.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,911 | $894.8K | 0.38% | +62+0.5% | Added |
| M&R Capital Management Inc | 13,026 | $902.9K | 0.25% | −663−4.8% | Reduced |
| Essex Investment Management Co LLC | 13,063 | $905.4K | 0.13% | +13,063 | New |
| Fundamentun, LLC | 13,077 | $906.4K | 0.15% | +1,166+9.8% | Added |
| Human Investing LLC | 13,089 | $907.2K | 0.22% | −949−6.8% | Reduced |
| Biltmore Family Office, LLC | 13,091 | $907.3K | 0.19% | +1,012+8.4% | Added |
| Concord Wealth Partners | 13,092 | $907.4K | 0.26% | +3,910+42.6% | Added |
| Wealth Effects LLC | 13,162 | $912.2K | 0.47% | −164−1.2% | Reduced |
| Spears Abacus Advisors LLC | 13,174 | $913.1K | 0.08% | +344+2.7% | Added |
| Atwood & Palmer Inc | 13,202 | $915.0K | 0.09% | −296−2.2% | Reduced |
| RMB Capital Management, LLC | 13,233 | $917.2K | 0.03% | −37−0.3% | Reduced |
| Baldwin Brothers Inc | 13,275 | $920.1K | 0.08% | −399−2.9% | Reduced |
| Bath Savings Trust Co | 13,344 | $924.9K | 0.11% | −200−1.5% | Reduced |
| Elmwood Wealth Management, Inc. | 13,354 | $925.6K | 0.44% | +18+0.1% | Added |
| Valley National Advisers Inc | 13,154 | $928.0K | 0.16% | −463−3.4% | Reduced |
| Principle Wealth Partners LLC | 13,402 | $928.9K | 0.10% | +715+5.6% | Added |
| Bridges Investment Management Inc | 13,414 | $929.7K | 0.03% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 13,418 | $930.0K | 0.88% | +13,418 | New |
| Rational Advisors LLC | 13,419 | $930.1K | 0.08% | +13,419 | New |
| Archford Capital Strategies, LLC | 13,348 | $932.0K | 0.19% | +195+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 13,442 | $932.0K | 0.36% | +13,442 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,449 | $932.1K | 0.15% | +892+7.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 13,544 | $938.7K | 0.34% | +781+6.1% | Added |
| NorthLanding Financial Partners, LLC | 13,564 | $940.1K | 0.66% | +15+0.1% | Added |
| AlphaCore Capital LLC | 13,575 | $940.9K | 0.25% | +103+0.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 13,600 | $942.6K | 0.56% | −1,175−8.0% | Reduced |
| Capstone Financial Advisors, Inc. | 13,701 | $949.6K | 0.08% | +228+1.7% | Added |
| Boston Trust Walden Corp | 13,733 | $951.8K | 0.01% | −1,304−8.7% | Reduced |
| Enterprise Financial Services Corp | 13,745 | $952.7K | 0.62% | −280−2.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,764 | $954.0K | 0.04% | +234+1.7% | Added |
| Alpha Cubed Investments, LLC | 13,766 | $954.1K | 0.07% | −2,927−17.5% | Reduced |
| Barrett & Company, Inc. | 13,771 | $954.5K | 0.61% | +45+0.3% | Added |
| CoreFirst Bank & Trust | 13,817 | $957.7K | 0.70% | −900−6.1% | Reduced |
| Ironwood Financial, llc | 13,823 | $958.1K | 0.27% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,856 | $960.0K | 0.06% | +426+3.2% | Added |
| Polaris Wealth Advisory Group, LLC | 13,863 | $960.8K | 0.07% | +10,209+279.4% | Added |
| Exos TFP Holdings LLC | 13,866 | $961.1K | 0.24% | +7,217+108.5% | Added |
| Modera Wealth Management, LLC | 13,874 | $961.6K | 0.04% | −290−2.0% | Reduced |
| Kapstone Financial Advisors LLC | 13,614 | $962.4K | 0.87% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 13,896 | $963.1K | 0.36% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 13,942 | $966.3K | 0.62% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13,946 | $966.6K | 0.20% | −172−1.2% | Reduced |
| Scott Investment Partners LLP | 14,000 | $970.0K | 2.24% | 00.0% | Unchanged |
| Capital Advisors Inc | 14,013 | $971.2K | 0.03% | −414−2.9% | Reduced |
| Vectors Research Management, LLC | 14,021 | $972.0K | 0.25% | −89−0.6% | Reduced |
| HNP Capital LLC | 14,094 | $976.9K | 0.27% | −16−0.1% | Reduced |
| Private Wealth Partners, LLC | 14,124 | $979.0K | 0.10% | +209+1.5% | Added |
| Naviter Wealth, LLC | 14,142 | $980.2K | 0.34% | +2,570+22.2% | Added |
| Crescent Grove Advisors, LLC | 14,159 | $981.4K | 0.11% | −1,604−10.2% | Reduced |
| Compton Capital Management Inc | 14,199 | $984.1K | 2.12% | −16,885−54.3% | Reduced |
| Boston Financial Mangement LLC | 14,208 | $984.8K | 0.04% | −1,735−10.9% | Reduced |
| Zhang Financial LLC | 14,237 | $986.8K | 0.11% | +2,868+25.2% | Added |
| Personal Cfo Solutions, LLC | 14,253 | $987.9K | 0.20% | −629−4.2% | Reduced |
| Fayez Sarofim & Co | 14,257 | $988.2K | 0.00% | +193+1.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,261 | $988.4K | 0.56% | +634+4.7% | Added |
| Quantbot Technologies LP | 14,301 | $991.2K | 0.07% | −50,348−77.9% | Reduced |
| City State Bank | 14,309 | $992.0K | 0.57% | +817+6.1% | Added |
| Aspiriant, LLC | 14,357 | $995.1K | 0.05% | −50−0.3% | Reduced |
| Cohen Capital Management, Inc. | 14,390 | $997.4K | 0.20% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 14,394 | $997.6K | 0.21% | +2,800+24.2% | Added |
| GSB Wealth Management, LLC | 14,428 | $1.00M | 0.33% | −5,295−26.8% | Reduced |
| First PREMIER Bank | 14,453 | $1.00M | 0.29% | −50−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 14,463 | $1.00M | 0.03% | −292−2.0% | Reduced |
| IMC-Chicago, LLC | 14,464 | $1.00M | 0.17% | −6,753−31.8% | Reduced |
| LVM Capital Management Ltd | 14,503 | $1.00M | 0.14% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,536 | $1.01M | 0.05% | −14,704−50.3% | Reduced |
| InTrack Investment Management Inc | 14,627 | $1.01M | 0.92% | +1,660+12.8% | Added |
| Kula Investments, LLC | 14,547 | $1.01M | 0.25% | −10,155−41.1% | Reduced |
| Fortem Financial Group, LLC | 14,587 | $1.01M | 0.66% | −3,647−20.0% | Reduced |
| SageView Advisory Group, LLC | 14,622 | $1.01M | 0.06% | −386−2.6% | Reduced |
| Sovereign Financial Group, Inc. | 14,629 | $1.01M | 0.38% | +1,262+9.4% | Added |
| Cornerstone Advisory, LLC | 14,639 | $1.01M | 0.18% | −787−5.1% | Reduced |
| Texas Yale Capital Corp. | 14,655 | $1.02M | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 14,707 | $1.02M | 0.05% | −108−0.7% | Reduced |
| Investment Partners, Ltd. | 14,744 | $1.02M | 0.54% | +28+0.2% | Added |
| Two Sigma Securities, LLC | 14,795 | $1.03M | 0.08% | +9,868+200.3% | Added |
| Alaethes Wealth LLC | 14,799 | $1.03M | 0.60% | +1,269+9.4% | Added |
| HCR Wealth Advisors | 14,814 | $1.03M | 0.20% | +107+0.7% | Added |
| Zuckerman Investment Group, LLC | 14,840 | $1.03M | 0.16% | −231−1.5% | Reduced |