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 |
|---|---|---|---|---|---|
| Sterling Investment Management, Inc. | 21,850 | $1.51M | 1.21% | −295−1.3% | Reduced |
| Western Wealth Management, LLC | 21,884 | $1.52M | 0.14% | −1,104−4.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 21,918 | $1.52M | 0.36% | +138+0.6% | Added |
| First United Bank Trust | 22,165 | $1.54M | 0.72% | −105−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,176 | $1.54M | 0.01% | −462,302−95.4% | Reduced |
| Chatham Capital Group, Inc. | 22,188 | $1.54M | 0.34% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 22,193 | $1.54M | 0.08% | −513−2.3% | Reduced |
| Alta Wealth Advisors LLC | 22,212 | $1.54M | 0.97% | −6,761−23.3% | Reduced |
| Rehmann Capital Advisory Group | 22,323 | $1.55M | 0.15% | +2,483+12.5% | Added |
| Edge Capital Group, LLC | 22,342 | $1.55M | 0.10% | +18,978+564.1% | Added |
| Wealth Alliance | 22,514 | $1.56M | 0.25% | +728+3.3% | Added |
| City Holding Co | 22,527 | $1.56M | 0.28% | +100+0.4% | Added |
| Ti-Trust, Inc | 22,548 | $1.56M | 1.47% | +85+0.4% | Added |
| Forza Wealth Management, LLC | 22,549 | $1.56M | 0.80% | +1,967+9.6% | Added |
| Legacy Bridge, LLC | 22,558 | $1.56M | 1.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 22,745 | $1.57M | 0.10% | −494−2.1% | Reduced |
| Chesley Taft & Associates LLC | 22,652 | $1.57M | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 22,823 | $1.58M | 0.32% | +585+2.6% | Added |
| KG&L Capital Management,LLC | 22,882 | $1.59M | 0.83% | +10,660+87.2% | Added |
| Waldron Private Wealth LLC | 22,921 | $1.59M | 0.08% | +3,405+17.4% | Added |
| Lansing Street Advisors | 22,989 | $1.59M | 1.00% | −7,660−25.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 23,000 | $1.59M | 0.21% | 00.0% | Unchanged |
| Insight Inv LLC | 23,056 | $1.60M | 1.72% | −4,130−15.2% | Reduced |
| Duff & Phelps Investment Management Co | 23,092 | $1.60M | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 23,110 | $1.60M | 0.22% | −6,404−21.7% | Reduced |
| Mission Wealth Management, LP | 23,122 | $1.60M | 0.07% | −226−1.0% | Reduced |
| Oarsman Capital, Inc. | 23,142 | $1.60M | 0.75% | +387+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 23,145 | $1.60M | 0.44% | −240−1.0% | Reduced |
| Symmetry Partners, LLC | 23,155 | $1.60M | 0.09% | +105+0.5% | Added |
| Hilltop Holdings Inc. | 23,190 | $1.61M | 0.22% | +913+4.1% | Added |
| Pearl River Capital, LLC | 23,212 | $1.61M | 0.26% | −88,344−79.2% | Reduced |
| J. W. Coons Advisors, LLC | 23,265 | $1.61M | 0.46% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 23,440 | $1.62M | 0.71% | +5,724+32.3% | Added |
| Brighton Jones LLC | 23,487 | $1.63M | 0.09% | −108−0.5% | Reduced |
| Engineers Gate Manager LP | 23,516 | $1.63M | 0.07% | −24,135−50.6% | Reduced |
| Wolf Group Capital Advisors | 23,697 | $1.64M | 0.82% | −2,775−10.5% | Reduced |
| NewEdge Wealth, LLC | 23,790 | $1.65M | 0.06% | +7,158+43.0% | Added |
| Bank of New Hampshire | 23,881 | $1.66M | 0.50% | +240+1.0% | Added |
| Checchi Capital Advisers, LLC | 23,923 | $1.66M | 0.16% | −168−0.7% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $1.66M | 0.20% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 24,021 | $1.66M | 0.77% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 24,080 | $1.67M | 0.46% | −1,565−6.1% | Reduced |
| Redwood Investment Management, LLC | 24,074 | $1.67M | 0.18% | +21,158+725.6% | Added |
| Ritholtz Wealth Management | 24,138 | $1.67M | 0.08% | −18,201−43.0% | Reduced |
| Moneta Group Investment Advisors LLC | 24,177 | $1.68M | 0.04% | +8,506+54.3% | Added |
| Dumont & Blake Investment Advisors LLC | 24,205 | $1.68M | 0.57% | −118−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 24,222 | $1.68M | 0.16% | −3,179−11.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 24,233 | $1.68M | 0.42% | +2,476+11.4% | Added |
| BFT Financial Group, LLC | 24,364 | $1.69M | 0.25% | +24,364 | New |
| Twinbeech Capital LP | 24,421 | $1.69M | 0.03% | −231,756−90.5% | Reduced |
| Trust Asset Management LLC | 24,521 | $1.70M | 0.19% | +288+1.2% | Added |
| Beaumont Financial Advisors, LLC | 24,539 | $1.70M | 0.17% | −581−2.3% | Reduced |
| Covenant Asset Management, LLC | 24,590 | $1.70M | 0.56% | −5,192−17.4% | Reduced |
| Buckley Wealth Management, LLC | 24,597 | $1.70M | 0.63% | −221−0.9% | Reduced |
| Leonteq Securities AG | 24,678 | $1.71M | 0.16% | −7,571−23.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 24,714 | $1.71M | 0.12% | −776−3.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24,775 | $1.72M | 0.87% | −125−0.5% | Reduced |
| Sowell Financial Services LLC | 24,833 | $1.72M | 0.13% | −23,410−48.5% | Reduced |
| Sky Investment Group LLC | 24,912 | $1.73M | 0.39% | +100+0.4% | Added |
| Shelton Wealth Management, LLC | 24,945 | $1.73M | 1.40% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.73M | 0.68% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 25,007 | $1.73M | 0.61% | −12,107−32.6% | Reduced |
| Platform Technology Partners | 25,009 | $1.73M | 0.86% | −420−1.7% | Reduced |
| Alhambra Investment Partners LLC | 25,015 | $1.73M | 1.19% | +751+3.1% | Added |
| Compass Wealth Management LLC | 25,020 | $1.73M | 0.55% | −914−3.5% | Reduced |
| ARS Investment Partners, LLC | 25,191 | $1.75M | 0.21% | +1,735+7.4% | Added |
| KCS Wealth Advisory | 25,201 | $1.75M | 0.66% | +792+3.2% | Added |
| AlphaMark Advisors, LLC | 25,247 | $1.75M | 0.79% | +73+0.3% | Added |
| Mirova | 25,283 | $1.75M | 0.25% | −20,304−44.5% | Reduced |
| Monarch Capital Management Inc | 25,319 | $1.75M | 0.54% | 00.0% | Unchanged |
| Qtron Investments LLC | 25,331 | $1.76M | 0.36% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 25,339 | $1.76M | 0.85% | −773−3.0% | Reduced |
| Spire Wealth Management | 25,356 | $1.76M | 0.07% | +9,092+55.9% | Added |
| Greenfield Savings Bank | 25,385 | $1.76M | 1.14% | +507+2.0% | Added |
| Raab & Moskowitz Asset Management LLC | 25,456 | $1.76M | 0.64% | −554−2.1% | Reduced |
| Chilton Capital Management LLC | 25,460 | $1.76M | 0.10% | −1,570−5.8% | Reduced |
| PDT Partners, LLC | 25,500 | $1.77M | 0.24% | +25,500 | New |
| Howland Capital Management LLC | 25,552 | $1.77M | 0.11% | −510−2.0% | Reduced |
| StoneX Group Inc. | 25,622 | $1.78M | 0.19% | +2,507+10.8% | Added |
| Wealthsource Partners, LLC | 25,679 | $1.78M | 0.12% | −3,641−12.4% | Reduced |
| Mather Group, LLC. | 25,772 | $1.79M | 0.03% | +15,803+158.5% | Added |
| Fund Management at Engine No. 1 LLC | 25,788 | $1.79M | 0.36% | +2,381+10.2% | Added |
| Mastrapasqua Asset Management Inc | 25,792 | $1.79M | 0.22% | +125+0.5% | Added |
| Capital Asset Advisory Services LLC | 25,814 | $1.79M | 0.13% | +495+2.0% | Added |
| Thomasville National Bank | 25,821 | $1.79M | 0.18% | −1,812−6.6% | Reduced |
| Cigna Investments Inc | 25,866 | $1.79M | 0.36% | −513−1.9% | Reduced |
| Stolper Co | 25,890 | $1.79M | 0.77% | +87+0.3% | Added |
| Affinity Investment Advisors, LLC | 25,922 | $1.80M | 0.96% | −16,594−39.0% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.80M | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 26,159 | $1.81M | 0.23% | +6,215+31.2% | Added |
| Telemus Capital, LLC | 26,196 | $1.82M | 0.16% | +830+3.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 26,204 | $1.82M | 1.70% | +3,252+14.2% | Added |
| First City Capital Management, Inc. | 27,232 | $1.82M | 1.06% | −120.0% | Reduced |
| Americana Partners, LLC | 26,296 | $1.82M | 0.29% | −85−0.3% | Reduced |
| Manchester Capital Management LLC | 26,352 | $1.83M | 0.24% | +797+3.1% | Added |
| Leavell Investment Management, Inc. | 26,358 | $1.83M | 0.13% | −2,418−8.4% | Reduced |
| Rathbone Brothers plc | 26,381 | $1.83M | 0.02% | −96−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 26,395 | $1.83M | 0.09% | −115−0.4% | Reduced |
| Aries Wealth Management | 26,431 | $1.83M | 0.75% | +105+0.4% | Added |
| WCG Wealth Advisors LLC | 26,483 | $1.84M | 0.24% | +854+3.3% | Added |