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; 2,530 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
- 2,549
- −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
- 1,016 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 917 | $61.4K | 0.03% | +917 | New |
| Studio Investment Management LLC | 892 | $61.8K | 0.02% | +392+78.4% | Added |
| First Community Trust NA | 894 | $62.0K | 0.07% | −80−8.2% | Reduced |
| TSFG, LLC | 893 | $62.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 910 | $63.1K | 0.03% | +910 | New |
| Dark Forest Capital Management LP | 915 | $63.4K | 0.02% | +421+85.2% | Added |
| Disciplined Investments, LLC | 926 | $64.2K | 0.03% | −31−3.2% | Reduced |
| Laffer Tengler Investments | 930 | $64.5K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 940 | $65.2K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 946 | $65.6K | 0.06% | +5+0.5% | Added |
| Earnest Partners LLC | 947 | $65.6K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 950 | $65.8K | 0.04% | +950 | New |
| Western Pacific Wealth Management, LP | 954 | $66.1K | 0.05% | +127+15.4% | Added |
| Founders Capital Management | 1,000 | $69.0K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,037 | $69.2K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,002 | $69.5K | 0.01% | −121−10.8% | Reduced |
| Rise Advisors, LLC | 1,011 | $70.1K | 0.05% | −10−1.0% | Reduced |
| Bell Investment Advisors, Inc | 1,037 | $71.9K | 0.02% | +18+1.8% | Added |
| Syverson Strege & Co | 1,062 | $73.6K | 0.03% | +20+1.9% | Added |
| Hollencrest Capital Management | 1,079 | $74.8K | 0.01% | −35−3.1% | Reduced |
| Cyrus J. Lawrence, LLC | 1,100 | $76.0K | 0.02% | −211−16.1% | Reduced |
| MB, Levis & Associates, LLC | 1,120 | $77.6K | 0.05% | +1+0.1% | Added |
| Nalls Sherbakoff Group, LLC | 1,141 | $77.8K | 0.08% | +1,141 | New |
| Baker Avenue Asset Management, LP | 1,133 | $78.5K | 0.00% | +178+18.6% | Added |
| Bay Harbor Wealth Management, LLC | 1,134 | $78.6K | 0.03% | +3+0.3% | Added |
| Wolff Wiese Magana LLC | 1,137 | $78.8K | 0.06% | −113−9.0% | Reduced |
| Newton One Investments LLC | 1,160 | $80.4K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,170 | $81.1K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,179 | $81.7K | 0.03% | +8+0.7% | Added |
| Albion Financial Group | 1,200 | $83.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,255 | $86.0K | 0.00% | −44,757−97.3% | Reduced |
| Milestone Investment Advisors LLC | 1,268 | $87.9K | 0.03% | +1,268 | New |
| Operose Advisors LLC | 1,271 | $88.1K | 0.04% | −400−23.9% | Reduced |
| Coastal Capital Group, Inc. | 1,281 | $88.8K | 0.02% | +640+99.8% | Added |
| Baldrige Asset Management LLC | 1,283 | $89.0K | 0.04% | +25+2.0% | Added |
| PrairieView Partners, LLC | 1,290 | $89.0K | 0.01% | +34+2.7% | Added |
| Front Row Advisors LLC | 1,290 | $89.0K | 0.04% | +68+5.6% | Added |
| Raffa Wealth Management, LLC | 1,293 | $89.6K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,300 | $90.1K | 0.01% | −16−1.2% | Reduced |
| West Paces Advisors Inc. | 1,300 | $90.1K | 0.03% | +22+1.7% | Added |
| Baystate Wealth Management LLC | 1,333 | $92.5K | 0.01% | +21+1.6% | Added |
| Harvest Fund Management Co., Ltd | 1,370 | $95.0K | 0.02% | −5,814−80.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $95.6K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,455 | $100.8K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,476 | $102.3K | 0.02% | −592−28.6% | Reduced |
| Center for Financial Planning, Inc. | 1,490 | $103.3K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,493 | $103.5K | 0.08% | 00.0% | Unchanged |
| Bellevue Group AG | 1,496 | $103.7K | 0.00% | −48,759−97.0% | Reduced |
| DecisionPoint Financial, LLC | 1,505 | $104.3K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,519 | $105.3K | 0.01% | −287−15.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,521 | $105.4K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,531 | $106.1K | 0.01% | −126−7.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,539 | $106.7K | 0.01% | −14−0.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,544 | $107.0K | 0.02% | +368+31.3% | Added |
| Machina Capital S.A.S. | 1,549 | $107.4K | 0.09% | −1,800−53.7% | Reduced |
| GeoWealth Management, LLC | 1,561 | $108.0K | 0.01% | −35−2.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,570 | $108.8K | 0.04% | +1,570 | New |
| Timber Creek Capital Management LLC | 1,575 | $109.2K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,592 | $110.3K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,594 | $110.5K | 0.02% | +1,594 | New |
| General Partner, Inc. | 1,601 | $111.1K | 0.10% | +101+6.7% | Added |
| Itau Unibanco Holding S.A. | 1,625 | $112.6K | 0.01% | −2,939−64.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,657 | $114.8K | 0.02% | −49−2.9% | Reduced |
| Resources Management Corp | 5,962 | $115.0K | 0.02% | −63,039−91.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $117.8K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,723 | $121.7K | 0.03% | −313−15.4% | Reduced |
| Cornerstone Management, Inc. | 1,791 | $124.1K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,800 | $124.8K | 0.20% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,843 | $127.0K | 0.05% | 00.0% | Unchanged |
| US Asset Management LLC | 1,866 | $129.0K | 0.13% | −11−0.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,868 | $129.5K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,874 | $129.9K | 0.02% | −317−14.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,879 | $130.0K | 0.02% | +1,879 | New |
| Lee Financial Co | 1,900 | $131.7K | 0.02% | −41−2.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,909 | $132.3K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,928 | $133.6K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,962 | $136.0K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,962 | $136.0K | 0.02% | +51+2.7% | Added |
| Carderock Capital Management Inc | 1,975 | $136.9K | 0.05% | +1,975 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,030 | $138.0K | 0.00% | +1,015+100.0% | Added |
| Garde Capital, Inc. | 2,005 | $139.0K | 0.02% | −312−13.5% | Reduced |
| Cowen Prime Advisors LLC | 2,100 | $140.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,115 | $146.6K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,148 | $148.9K | 0.10% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,204 | $152.8K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 2,280 | $158.0K | 0.04% | +31+1.4% | Added |
| BerganKDV Wealth Management, LLC | 2,380 | $165.0K | 0.02% | +390+19.6% | Added |
| WealthPLAN Partners, LLC | 2,404 | $166.6K | 0.02% | −7,838−76.5% | Reduced |
| Carolinas Wealth Consulting LLC | 15,048 | $168.9K | 0.04% | −60−0.4% | Reduced |
| TD Capital Management LLC | 2,446 | $169.5K | 0.02% | −140−5.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,546 | $176.5K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,562 | $177.6K | 0.03% | −578−18.4% | Reduced |
| Heritage Wealth Advisors | 2,617 | $181.4K | 0.01% | −218−7.7% | Reduced |
| Blue Chip Partners, Inc. | 2,623 | $181.8K | 0.02% | +19+0.7% | Added |
| Heck Capital Advisors, LLC | 2,645 | $183.3K | 0.04% | +95+3.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,654 | $183.9K | 0.16% | +17+0.6% | Added |
| Orion Capital Management LLC | 2,700 | $187.1K | 0.13% | +250+10.2% | Added |
| Pacific Center for Financial Services | 2,757 | $191.1K | 0.07% | +2,757 | New |
| Newbridge Financial Services Group, Inc. | 2,784 | $193.0K | 0.10% | −73−2.6% | Reduced |
| Atlantic Trust, LLC | 2,787 | $193.2K | 0.06% | +8+0.3% | Added |