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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 26,500 | $1.84M | 0.10% | −530−2.0% | Reduced |
| Chicago Trust Co NA | 26,521 | $1.84M | 0.46% | −146−0.5% | Reduced |
| Dakota Wealth Management | 26,525 | $1.84M | 0.12% | −5,375−16.8% | Reduced |
| Abundance Wealth Counselors | 26,560 | $1.84M | 0.47% | +1,256+5.0% | Added |
| Prospera Financial Services Inc | 26,652 | $1.85M | 0.08% | −163−0.6% | Reduced |
| Hancock Whitney Corp | 26,677 | $1.85M | 0.07% | +1,345+5.3% | Added |
| Donald L. Hagan, LLC | 26,755 | $1.85M | 1.02% | +4,890+22.4% | Added |
| Mount Vernon Associates Inc | 26,794 | $1.86M | 2.20% | −550−2.0% | Reduced |
| YHB Investment Advisors, Inc. | 26,861 | $1.86M | 0.19% | +40.0% | Added |
| Harbour Investments, Inc. | 26,933 | $1.87M | 0.10% | +1,438+5.6% | Added |
| Woodmont Investment Counsel LLC | 26,980 | $1.87M | 0.20% | −25−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 26,995 | $1.87M | 0.47% | +6,010+28.6% | Added |
| Independent Investors Inc | 27,038 | $1.87M | 0.47% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 27,083 | $1.88M | 0.03% | −4,398−14.0% | Reduced |
| Vise Technologies, Inc. | 27,096 | $1.88M | 0.49% | +5,724+26.8% | Added |
| Wahed Invest LLC | 27,224 | $1.89M | 0.82% | −193−0.7% | Reduced |
| IHT Wealth Management, LLC | 27,261 | $1.89M | 0.11% | +2,663+10.8% | Added |
| McMillion Capital Management Inc | 27,320 | $1.89M | 1.79% | −3,506−11.4% | Reduced |
| Cobblestone Capital Advisors LLC | 27,403 | $1.90M | 0.14% | +6,164+29.0% | Added |
| Cito Capital Group, LLC | 27,500 | $1.91M | 0.95% | +500+1.9% | Added |
| Holderness Investments Co | 27,517 | $1.91M | 0.76% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 27,549 | $1.91M | 0.17% | −294−1.1% | Reduced |
| Bender Robert & Associates | 27,887 | $1.93M | 0.60% | −60−0.2% | Reduced |
| Humankind Investments LLC | 27,947 | $1.94M | 0.80% | +2,371+9.3% | Added |
| Harbour Investment Management LLC | 27,960 | $1.94M | 1.07% | +2,845+11.3% | Added |
| Pegasus Asset Management, Inc. | 28,083 | $1.95M | 0.96% | +231+0.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 28,108 | $1.95M | 1.43% | +210+0.8% | Added |
| Providence Wealth Advisors, LLC | 28,179 | $1.95M | 1.44% | +153+0.5% | Added |
| Quest Investment Management LLC | 28,175 | $1.95M | 0.27% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 28,177 | $1.95M | 1.37% | −50−0.2% | Reduced |
| Coombe, Bender & Co LLC | 28,187 | $1.95M | 1.53% | +1,580+5.9% | Added |
| Fishman Jay A Ltd | 28,377 | $1.97M | 0.25% | −75,120−72.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 28,386 | $1.97M | 0.07% | +28,386 | New |
| DFPG Investments, LLC | 28,453 | $1.97M | 0.21% | +12,124+74.2% | Added |
| NFJ Investment Group, LLC | 28,497 | $1.98M | 0.05% | −108−0.4% | Reduced |
| Petredis Investment Advisors LLC | 28,502 | $1.98M | 0.31% | +300+1.1% | Added |
| South Street Advisors LLC | 28,505 | $1.98M | 0.41% | 00.0% | Unchanged |
| Park National Corp | 28,602 | $1.98M | 0.09% | +166+0.6% | Added |
| Boston Family Office LLC | 28,637 | $1.98M | 0.16% | +1,756+6.5% | Added |
| Girard Partners Ltd. | 28,696 | $1.99M | 0.22% | −1,674−5.5% | Reduced |
| J.W. Cole Advisors, Inc. | 28,711 | $1.99M | 0.14% | +686+2.4% | Added |
| Berkshire Bank | 28,722 | $1.99M | 0.59% | −3,434−10.7% | Reduced |
| Citizens Financial Group Inc | 28,755 | $1.99M | 0.07% | −50−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 28,763 | $1.99M | 0.16% | −307−1.1% | Reduced |
| Krilogy Financial LLC | 28,787 | $2.00M | 0.17% | −25,197−46.7% | Reduced |
| Monetary Management Group Inc | 28,892 | $2.00M | 0.59% | +3,000+11.6% | Added |
| Larson Financial Group LLC | 28,894 | $2.00M | 0.22% | +305+1.1% | Added |
| Seelaus Asset Management LLC | 28,515 | $2.00M | 1.51% | −3,175−10.0% | Reduced |
| Headinvest, LLC | 28,930 | $2.01M | 0.44% | −1,725−5.6% | Reduced |
| Auxier Asset Management | 28,947 | $2.01M | 0.35% | −300−1.0% | Reduced |
| Eads & Heald Wealth Management | 29,001 | $2.01M | 1.00% | −259−0.9% | Reduced |
| Cladis Investment Advisory, LLC | 29,017 | $2.01M | 1.81% | −333−1.1% | Reduced |
| Capital City Trust Co | 29,039 | $2.01M | 0.64% | +1,677+6.1% | Added |
| Trust Co of Virginia | 29,085 | $2.02M | 0.22% | −530−1.8% | Reduced |
| MTM Investment Management, LLC | 29,156 | $2.02M | 1.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 29,202 | $2.02M | 0.01% | −4,423−13.2% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 29,250 | $2.03M | 1.86% | +1,495+5.4% | Added |
| Harbor Investment Advisory, LLC | 29,255 | $2.03M | 0.30% | +247+0.9% | Added |
| Green Square Capital Advisors LLC | 29,272 | $2.03M | 0.27% | +1,085+3.8% | Added |
| Axq Capital, LP | 29,290 | $2.03M | 0.81% | +11,098+61.0% | Added |
| Stonebridge Capital Management Inc | 29,305 | $2.03M | 0.98% | −250−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 29,353 | $2.03M | 0.17% | +1,791+6.5% | Added |
| Palogic Value Management, L.P. | 29,367 | $2.04M | 1.00% | +515+1.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 29,484 | $2.04M | 0.05% | +29,484 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 29,575 | $2.05M | 0.44% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 29,617 | $2.05M | 0.32% | −320−1.1% | Reduced |
| Fiduciary Group LLC | 29,672 | $2.06M | 0.27% | −177−0.6% | Reduced |
| St. Louis Trust Co | 29,707 | $2.06M | 0.41% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 29,914 | $2.07M | 1.11% | +7,986+36.4% | Added |
| TSP Capital Management Group, LLC | 29,924 | $2.07M | 0.75% | +40.0% | Added |
| Intrust Bank NA | 29,928 | $2.07M | 0.27% | −852−2.8% | Reduced |
| Mork Capital Management, LLC | 30,000 | $2.08M | 1.69% | 00.0% | Unchanged |
| Empowered Funds, LLC | 30,006 | $2.08M | 0.12% | +6,480+27.5% | Added |
| Xcel Wealth Management, LLC | 30,149 | $2.09M | 0.74% | −227−0.7% | Reduced |
| Azzad Asset Management Inc | 30,241 | $2.10M | 0.30% | +477+1.6% | Added |
| White Pine Capital LLC | 30,286 | $2.10M | 0.82% | −220−0.7% | Reduced |
| Wade G W & Inc | 30,332 | $2.10M | 0.08% | −831−2.7% | Reduced |
| Institute for Wealth Management, LLC. | 30,396 | $2.11M | 0.41% | −364−1.2% | Reduced |
| CAPROCK Group, Inc. | 30,402 | $2.11M | 0.16% | −3,373−10.0% | Reduced |
| AIA Group Ltd | 30,432 | $2.11M | 0.11% | −802−2.6% | Reduced |
| Altfest L J & Co Inc | 30,455 | $2.11M | 0.33% | −164−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 30,546 | $2.12M | 0.39% | −660−2.1% | Reduced |
| Sippican Capital Advisors | 30,599 | $2.12M | 2.03% | −60−0.2% | Reduced |
| Castellan Group, LLC | 30,725 | $2.13M | 1.45% | −165−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31,225 | $2.13M | 0.56% | −4,158−11.8% | Reduced |
| Viewpoint Capital Management LLC | 30,866 | $2.14M | 1.92% | −692−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 30,878 | $2.14M | 0.11% | −30,706−49.9% | Reduced |
| ProVise Management Group, LLC | 30,897 | $2.14M | 0.20% | +10,760+53.4% | Added |
| Nixon Peabody Trust Co | 30,902 | $2.14M | 1.50% | +44+0.1% | Added |
| TBH Global Asset Management, LLC | 30,977 | $2.15M | 0.46% | −255−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 30,985 | $2.15M | 0.48% | −490−1.6% | Reduced |
| Adirondack Trust Co | 31,160 | $2.16M | 1.09% | −258−0.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 31,210 | $2.16M | 0.19% | +10.0% | Added |
| Meeder Advisory Services, Inc. | 31,253 | $2.17M | 0.25% | +270+0.9% | Added |
| Roundview Capital LLC | 31,305 | $2.17M | 0.23% | −56−0.2% | Reduced |
| Bank Ozk | 31,314 | $2.17M | 1.08% | −1,282−3.9% | Reduced |
| Silver Lake Advisory, LLC | 31,370 | $2.17M | 1.21% | +135+0.4% | Added |
| Ameliora Wealth Management Ltd. | 31,542 | $2.19M | 1.28% | −3,518−10.0% | Reduced |
| Ledyard National Bank | 31,548 | $2.19M | 0.25% | −379−1.2% | Reduced |
| United Bank | 31,631 | $2.19M | 0.28% | −538−1.7% | Reduced |