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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,843 | $1.03M | 0.04% | −3,943−21.0% | Reduced |
| San Luis Wealth Advisors LLC | 14,843 | $1.03M | 0.39% | +14,843 | New |
| Saybrook Capital | 14,863 | $1.03M | 0.33% | −87−0.6% | Reduced |
| Sentry Investment Management LLC | 14,893 | $1.03M | 0.42% | +77+0.5% | Added |
| Kovack Advisors, Inc. | 14,905 | $1.03M | 0.14% | +489+3.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 14,911 | $1.03M | 0.53% | +20+0.1% | Added |
| WMS Partners, LLC | 14,932 | $1.03M | 0.09% | −2,520−14.4% | Reduced |
| Sawgrass Asset Management LLC | 14,982 | $1.04M | 0.13% | −246−1.6% | Reduced |
| Good Life Advisors, LLC | 15,068 | $1.04M | 0.13% | +114+0.8% | Added |
| Veriti Management LLC | 15,118 | $1.05M | 0.12% | −2,579−14.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 15,244 | $1.06M | 0.76% | +845+5.9% | Added |
| Wedmont Private Capital | 15,076 | $1.06M | 0.14% | +545+3.8% | Added |
| NCM Capital Management, LLC | 15,307 | $1.06M | 0.79% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 15,294 | $1.06M | 0.03% | −18,902−55.3% | Reduced |
| Samalin Investment Counsel, LLC | 15,312 | $1.06M | 0.64% | −1,670−9.8% | Reduced |
| Corundum Group, Inc. | 15,367 | $1.07M | 0.50% | +7,617+98.3% | Added |
| RFG Advisory, LLC | 15,422 | $1.07M | 0.05% | +137+0.9% | Added |
| Richwood Investment Advisors, LLC | 15,440 | $1.07M | 1.07% | −21−0.1% | Reduced |
| Laidlaw Wealth Management LLC | 15,515 | $1.08M | 0.22% | +81+0.5% | Added |
| Benedetti & Gucer, Inc. | 15,525 | $1.08M | 0.62% | +15,525 | New |
| Thoroughbred Financial Services, LLC | 15,578 | $1.08M | 0.16% | +943+6.4% | Added |
| Community Bank of Raymore | 15,585 | $1.08M | 0.41% | −75−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,590 | $1.08M | 0.22% | +465+3.1% | Added |
| Cornerstone Wealth Management, LLC | 15,601 | $1.08M | 0.11% | +15,601 | New |
| Cim Investment Mangement Inc | 15,618 | $1.08M | 0.40% | +6,165+65.2% | Added |
| Accredited Investors Inc. | 15,633 | $1.08M | 0.08% | +40+0.3% | Added |
| Perkins Capital Management Inc | 15,641 | $1.08M | 1.02% | 00.0% | Unchanged |
| Cooper Financial Group | 15,668 | $1.09M | 0.29% | +1,061+7.3% | Added |
| Schnieders Capital Management LLC | 15,847 | $1.10M | 0.25% | +3,000+23.4% | Added |
| Essex LLC | 15,269 | $1.10M | 0.33% | 00.0% | Unchanged |
| Estabrook Capital Management | 16,047 | $1.11M | 0.19% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 16,054 | $1.11M | 0.10% | −1,561−8.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 16,179 | $1.12M | 0.04% | −32−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 16,051 | $1.12M | 0.06% | −5,373−25.1% | Reduced |
| DuPont Capital Management Corp | 16,220 | $1.12M | 0.05% | −36,066−69.0% | Reduced |
| Fruth Investment Management | 16,250 | $1.13M | 0.33% | −234−1.4% | Reduced |
| VitalStone Financial, LLC | 18,063 | $1.13M | 1.00% | +17,556+3,462.7% | Added |
| M Holdings Securities, Inc. | 16,298 | $1.13M | 0.12% | −51−0.3% | Reduced |
| KRS Capital Management, LLC | 16,308 | $1.13M | 1.27% | +219+1.4% | Added |
| Alterity Financial Group, LLC | 16,314 | $1.13M | 1.66% | −203−1.2% | Reduced |
| Pavion Blue Capital, LLC | 16,376 | $1.14M | 0.70% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 16,435 | $1.14M | 0.63% | −199−1.2% | Reduced |
| First Financial Bank - Trust Division | 16,492 | $1.14M | 0.12% | −102−0.6% | Reduced |
| Fountainhead AM, LLC | 16,496 | $1.14M | 0.45% | +130+0.8% | Added |
| Physicians Financial Services, Inc. | 16,504 | $1.14M | 0.48% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 16,589 | $1.15M | 0.27% | +48+0.3% | Added |
| Spirit of America Management Corp | 16,650 | $1.15M | 0.26% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 16,678 | $1.16M | 0.02% | −10,000−37.5% | Reduced |
| Athena Investment Management | 16,764 | $1.16M | 0.84% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 16,871 | $1.17M | 1.11% | −653−3.7% | Reduced |
| Confluence Wealth Services, Inc. | 16,879 | $1.17M | 0.27% | +3,366+24.9% | Added |
| AXS Investments LLC | 17,022 | $1.18M | 0.39% | +2,369+16.2% | Added |
| CSS LLC | 17,100 | $1.19M | 0.09% | +1,500+9.6% | Added |
| Jeppson Wealth Management, LLC | 17,137 | $1.19M | 0.52% | −25−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 17,303 | $1.20M | 0.14% | −1,595−8.4% | Reduced |
| Park Edge Advisors, LLC | 17,301 | $1.20M | 0.46% | −210−1.2% | Reduced |
| Wexford Capital LP | 17,389 | $1.21M | 0.25% | +17,389 | New |
| Coastal Investment Advisors, Inc. | 17,391 | $1.21M | 0.29% | −1,395−7.4% | Reduced |
| Everett Harris & Co | 17,419 | $1.21M | 0.02% | 00.0% | Unchanged |
| United Bank | 17,420 | $1.21M | 0.71% | +30+0.2% | Added |
| Great Valley Advisor Group, Inc. | 17,428 | $1.21M | 0.06% | +1,399+8.7% | Added |
| Marble Harbor Investment Counsel, LLC | 17,468 | $1.21M | 0.16% | +500+2.9% | Added |
| Nicolet Bankshares Inc | 22,946 | $1.21M | 0.39% | −291−1.3% | Reduced |
| Perfromance Wealth Partners, LLC | 17,521 | $1.21M | 0.06% | +9,746+125.4% | Added |
| Van Strum & Towne Inc. | 17,642 | $1.22M | 0.52% | −40−0.2% | Reduced |
| MSH Capital Advisors LLC | 17,567 | $1.22M | 0.52% | +927+5.6% | Added |
| Van Cleef Asset Management,Inc | 17,583 | $1.22M | 0.19% | −165−0.9% | Reduced |
| Independence Bank of Kentucky | 17,630 | $1.22M | 0.53% | −140−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 17,741 | $1.23M | 0.67% | −237−1.3% | Reduced |
| Knuff & Co LLC | 17,793 | $1.23M | 0.49% | −620−3.4% | Reduced |
| Change Path, LLC | 17,815 | $1.24M | 0.06% | −704−3.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 17,999 | $1.25M | 0.02% | −7,427−29.2% | Reduced |
| Thomas White International Ltd | 18,060 | $1.25M | 0.26% | +68+0.4% | Added |
| Comerica Securities,inc. | 18,064 | $1.25M | 0.09% | +361+2.0% | Added |
| Credit Agricole S A | 18,136 | $1.26M | 0.05% | +3,864+27.1% | Added |
| InterOcean Capital Group, LLC | 18,170 | $1.26M | 0.04% | +724+4.1% | Added |
| V-Square Quantitative Management LLC | 18,198 | $1.26M | 1.16% | +18,198 | New |
| DT Investment Partners, LLC | 18,477 | $1.26M | 0.15% | +865+4.9% | Added |
| Archer Investment Corp | 18,882 | $1.27M | 0.47% | 00.0% | Unchanged |
| Wendell David Associates Inc | 18,299 | $1.27M | 0.15% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 18,305 | $1.27M | 0.66% | +4,694+34.5% | Added |
| Old North State Trust, LLC | 18,309 | $1.27M | 0.88% | +29+0.2% | Added |
| Sentry LLC | 18,315 | $1.27M | 0.30% | +18,315 | New |
| OmniStar Financial Group, Inc. | 18,357 | $1.27M | 1.61% | +1,417+8.4% | Added |
| Court Place Advisors, LLC | 18,362 | $1.27M | 0.46% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 18,374 | $1.27M | 0.20% | −1,016−5.2% | Reduced |
| Massachusetts Financial Services Co | 18,375 | $1.27M | 0.00% | +1,591+9.5% | Added |
| Global Retirement Partners, LLC | 19,154 | $1.28M | 0.07% | +2,309+13.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,433 | $1.28M | 0.64% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 18,444 | $1.28M | 1.30% | +7,693+71.6% | Added |
| Birch Hill Investment Advisors LLC | 18,448 | $1.28M | 0.08% | −892−4.6% | Reduced |
| TCWP LLC | 18,450 | $1.28M | 0.24% | +11,919+182.5% | Added |
| Centaurus Financial, Inc. | 18,462 | $1.28M | 0.10% | +816+4.6% | Added |
| FDx Advisors, Inc. | 17,837 | $1.28M | 0.06% | 00.0% | Unchanged |
| First Command Bank | 18,548 | $1.29M | 0.13% | −137−0.7% | Reduced |
| First Command Financial Services, Inc. | 18,548 | $1.29M | 0.13% | −137−0.7% | Reduced |
| Coastwise Capital Group, LLC | 18,556 | $1.29M | 1.47% | −561−2.9% | Reduced |
| Waddell & Associates, LLC | 18,570 | $1.29M | 0.20% | +76+0.4% | Added |
| Proquility Private Wealth Partners, LLC | 18,584 | $1.29M | 0.51% | −14,934−44.6% | Reduced |
| Allegheny Financial Group LTD | 18,603 | $1.29M | 0.52% | +60.0% | Added |