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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 18,610 | $1.29M | 0.97% | −26−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 18,627 | $1.29M | 0.71% | +1,665+9.8% | Added |
| Grandfield & Dodd, LLC | 18,626 | $1.29M | 0.09% | −135−0.7% | Reduced |
| D.B. Root & Company, LLC | 18,637 | $1.29M | 0.51% | +1,068+6.1% | Added |
| Fiera Capital Corp | 18,691 | $1.30M | 0.00% | +3,301+21.4% | Added |
| IAM Advisory, LLC | 18,693 | $1.30M | 0.45% | +2,067+12.4% | Added |
| Arden Trust Co | 18,752 | $1.30M | 0.23% | −91−0.5% | Reduced |
| Udine Wealth Management, Inc. | 18,815 | $1.30M | 2.01% | +18,815 | New |
| Mitchell McLeod Pugh & Williams Inc | 18,960 | $1.31M | 0.41% | −125−0.7% | Reduced |
| International Assets Investment Management, LLC | 28,922 | $1.32M | 0.19% | −6,398−18.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 19,069 | $1.32M | 0.15% | +75+0.4% | Added |
| Independent Financial Group, LLC | 19,178 | $1.33M | 0.11% | −2,303−10.7% | Reduced |
| Financial Advocates Investment Management | 19,202 | $1.33M | 0.10% | +2,584+15.5% | Added |
| Warren Averett Asset Management, LLC | 19,213 | $1.33M | 0.07% | −1,229−6.0% | Reduced |
| Aull & Monroe Investment Management Corp | 19,223 | $1.33M | 0.68% | −133−0.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 19,240 | $1.33M | 0.45% | +3,545+22.6% | Added |
| De Burlo Group Inc | 19,250 | $1.33M | 0.26% | −550−2.8% | Reduced |
| Adalta Capital Management LLC | 19,298 | $1.34M | 0.93% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 19,339 | $1.34M | 0.75% | +1,560+8.8% | Added |
| Lake Street Financial LLC | 19,358 | $1.34M | 0.25% | −549−2.8% | Reduced |
| Optimum Investment Advisors | 19,364 | $1.34M | 0.70% | −1,315−6.4% | Reduced |
| 180 Wealth Advisors, LLC | 19,398 | $1.34M | 0.31% | −93−0.5% | Reduced |
| Compass Financial Advisors LLC | 19,407 | $1.35M | 1.71% | −1,093−5.3% | Reduced |
| Taylor Frigon Capital Management LLC | 19,465 | $1.35M | 0.74% | −181−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,517 | $1.35M | 0.90% | +1,055+5.7% | Added |
| Bell Bank | 19,591 | $1.36M | 0.14% | +54+0.3% | Added |
| Beaton Management Co. Inc. | 19,658 | $1.36M | 0.92% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 19,691 | $1.36M | 1.02% | +6,497+49.2% | Added |
| Hudson Valley Investment Advisors Inc | 19,691 | $1.36M | 0.19% | −315−1.6% | Reduced |
| Claro Advisors LLC | 19,740 | $1.37M | 0.40% | +1,489+8.2% | Added |
| Founders Financial Securities LLC | 19,792 | $1.37M | 0.20% | +814+4.3% | Added |
| Excalibur Management Corp | 19,821 | $1.37M | 0.71% | +308+1.6% | Added |
| Parisi Gray Wealth Management | 19,822 | $1.37M | 0.85% | +71+0.4% | Added |
| CFM Wealth Partners LLC | 19,851 | $1.38M | 0.38% | +52+0.3% | Added |
| IFP Advisors, Inc | 26,111 | $1.38M | 0.07% | −29,518−53.1% | Reduced |
| Pflug Koory, LLC | 19,909 | $1.38M | 0.75% | −140−0.7% | Reduced |
| Beech Hill Advisors, Inc. | 19,914 | $1.38M | 0.70% | +650+3.4% | Added |
| Jaffetilchin Investment Partners, LLC | 19,928 | $1.38M | 0.16% | +716+3.7% | Added |
| Adviser Investments LLC | 19,938 | $1.38M | 0.03% | +874+4.6% | Added |
| Advent Capital Management | 20,000 | $1.39M | 0.03% | +20,000 | New |
| Squarepoint Ops LLC | 20,043 | $1.39M | 0.01% | −843,730−97.7% | Reduced |
| Neumann Capital Management, LLC | 20,194 | $1.40M | 0.62% | +500+2.5% | Added |
| Coastline Trust Co | 20,255 | $1.40M | 0.21% | −100−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 20,281 | $1.41M | 0.08% | −85−0.4% | Reduced |
| Atlas Brown,Inc. | 20,290 | $1.41M | 0.65% | +184+0.9% | Added |
| Delos Wealth Advisors, LLC | 20,307 | $1.41M | 1.78% | −7,858−27.9% | Reduced |
| Bank of Hawaii | 20,308 | $1.41M | 0.08% | −1,703−7.7% | Reduced |
| Cypress Asset Management Inc | 20,334 | $1.41M | 0.49% | −725−3.4% | Reduced |
| Carmel Capital Partners, LLC | 20,452 | $1.42M | 0.84% | +1,222+6.4% | Added |
| Clark Capital Management Group, Inc. | 20,473 | $1.42M | 0.02% | +200+1.0% | Added |
| Highlander Capital Management, LLC | 20,492 | $1.42M | 0.70% | −166−0.8% | Reduced |
| Eagle Harbor Asset Management Inc | 20,561 | $1.43M | 1.93% | +524+2.6% | Added |
| Opes Wealth Management LLC | 20,586 | $1.43M | 0.46% | +751+3.8% | Added |
| Forum Financial Management, LP | 20,634 | $1.43M | 0.04% | −791−3.7% | Reduced |
| Berkeley Capital Partners, LLC | 20,646 | $1.43M | 0.53% | +181+0.9% | Added |
| Montecito Bank & Trust | 20,671 | $1.43M | 0.34% | +39+0.2% | Added |
| Spotlight Asset Group, Inc. | 19,880 | $1.44M | 1.43% | +19,880 | New |
| Palisade Asset Management, LLC | 20,781 | $1.44M | 0.18% | −184−0.9% | Reduced |
| Anchor Investment Management, LLC | 20,797 | $1.44M | 0.20% | +530+2.6% | Added |
| First County Bank | 20,820 | $1.44M | 0.71% | −18,424−46.9% | Reduced |
| Fairfield, Bush & Co. | 20,835 | $1.44M | 0.51% | +20,835 | New |
| Mission Creek Capital Partners, Inc. | 20,835 | $1.44M | 0.49% | +4,359+26.5% | Added |
| Robertson Stephens Wealth Management, LLC | 20,902 | $1.45M | 0.12% | −1,073−4.9% | Reduced |
| Kensington Investment Counsel, LLC | 20,938 | $1.45M | 1.10% | +4,639+28.5% | Added |
| Main Street Research LLC | 20,997 | $1.46M | 0.29% | −1,351−6.0% | Reduced |
| Citizens & Northern Corp | 20,997 | $1.46M | 0.57% | +206+1.0% | Added |
| Dividend Assets Capital, LLC | 20,283 | $1.46M | 0.31% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 21,074 | $1.46M | 0.46% | −494−2.3% | Reduced |
| Chesapeake Wealth Management | 21,066 | $1.46M | 0.61% | +1,044+5.2% | Added |
| Hengehold Capital Management LLC | 21,081 | $1.46M | 0.20% | −33−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 21,119 | $1.46M | 0.11% | −131−0.6% | Reduced |
| Harvest Investment Advisors, LLC | 21,127 | $1.46M | 1.30% | +60+0.3% | Added |
| Curbstone Financial Management Corp | 21,136 | $1.46M | 0.36% | +50+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 21,145 | $1.47M | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 21,542 | $1.47M | 0.12% | −968−4.3% | Reduced |
| Daymark Wealth Partners, LLC | 21,207 | $1.47M | 0.20% | +262+1.3% | Added |
| ZWJ Investment Counsel Inc | 21,209 | $1.47M | 0.08% | −284−1.3% | Reduced |
| Montag A & Associates Inc | 21,225 | $1.47M | 0.10% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 20,996 | $1.47M | 0.73% | +762+3.8% | Added |
| Richard P Slaughter Associates Inc | 21,290 | $1.48M | 0.48% | +1,695+8.7% | Added |
| BigSur Wealth Management LLC | 21,300 | $1.48M | 0.69% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21,331 | $1.48M | 0.34% | +10,717+101.0% | Added |
| Ronald Blue Trust, Inc. | 20,584 | $1.48M | 0.02% | −247−1.2% | Reduced |
| AMG National Trust Bank | 21,376 | $1.48M | 0.05% | +1,981+10.2% | Added |
| Asset Dedication, LLC | 21,310 | $1.48M | 0.14% | +1,469+7.4% | Added |
| Cutter & CO Brokerage, Inc. | 21,386 | $1.48M | 0.46% | −44−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 21,391 | $1.48M | 0.48% | +103+0.5% | Added |
| Keating Investment Counselors Inc | 21,437 | $1.49M | 0.56% | +100+0.5% | Added |
| True North Advisors, LLC | 21,474 | $1.49M | 0.44% | 00.0% | Unchanged |
| Campbell Wealth Management | 21,480 | $1.49M | 0.19% | −123−0.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 21,517 | $1.49M | 1.70% | +21,517 | New |
| Notis-McConarty Edward | 21,525 | $1.49M | 0.59% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 21,576 | $1.50M | 0.18% | −545−2.5% | Reduced |
| Essex Savings Bank | 21,608 | $1.50M | 0.52% | +30.0% | Added |
| W Advisors, LLC | 21,650 | $1.50M | 1.24% | +35+0.2% | Added |
| Balentine LLC | 21,760 | $1.51M | 0.05% | −27,219−55.6% | Reduced |
| Granite Investment Partners, LLC | 21,791 | $1.51M | 0.06% | −395−1.8% | Reduced |
| High Net Worth Advisory Group LLC | 21,821 | $1.51M | 0.62% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,828 | $1.51M | 0.16% | −1,582−6.8% | Reduced |
| Schmidt P J Investment Management Inc | 22,395 | $1.51M | 0.32% | −590−2.6% | Reduced |