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 |
|---|---|---|---|---|---|
| Miller Wealth Advisors, LLC | 6,000 | $196.0K | 2.87% | +5,519+1,147.4% | Added |
| Pointe Capital Management LLC | 2,872 | $199.1K | 0.14% | +2,872 | New |
| Global Financial Private Client, LLC | 2,869 | $200.0K | 0.10% | −32−1.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,892 | $200.0K | 0.06% | −16−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,890 | $200.3K | 0.06% | −133−4.4% | Reduced |
| Sunflower Bank, N.A. | 2,904 | $201.3K | 0.05% | −402−12.2% | Reduced |
| Summitry LLC | 2,904 | $201.3K | 0.01% | −262−8.3% | Reduced |
| Quaker Wealth Management, LLC | 2,906 | $201.4K | 0.09% | −9−0.3% | Reduced |
| Stephens Consulting, LLC | 2,909 | $201.6K | 0.12% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 2,921 | $202.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,912 | $202.0K | 0.14% | +16+0.6% | Added |
| FRG Family Wealth Advisors LLC | 2,916 | $202.1K | 0.05% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,870 | $202.2K | 0.22% | +2,870 | New |
| Auxano Advisors, LLC | 2,920 | $202.4K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,926 | $202.8K | 0.12% | +2,926 | New |
| Rice Partnership, LLC | 2,928 | $202.9K | 0.06% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,930 | $203.1K | 0.10% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,931 | $203.1K | 0.15% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,945 | $204.0K | 0.10% | −17−0.6% | Reduced |
| Pittenger & Anderson Inc | 2,945 | $204.1K | 0.01% | 00.0% | Unchanged |
| Euclidean Technologies Management, LLC | 2,945 | $204.1K | 0.19% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,947 | $204.3K | 0.11% | +20+0.7% | Added |
| First Bank & Trust | 2,952 | $204.6K | 0.05% | −16,339−84.7% | Reduced |
| RPG Investment Advisory, LLC | 2,953 | $204.7K | 0.04% | −36−1.2% | Reduced |
| Nexus Investment Management ULC | 2,953 | $204.7K | 0.02% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,956 | $204.9K | 0.13% | +2,956 | New |
| Caldwell Sutter Capital, Inc. | 2,957 | $204.9K | 0.15% | +1,532+107.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,969 | $205.8K | 0.12% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,977 | $206.3K | 0.01% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,938 | $206.4K | 0.16% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,980 | $206.5K | 0.06% | +2,980 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2,983 | $206.8K | 0.00% | −727,017−99.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,986 | $206.9K | 0.13% | −77−2.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,991 | $207.3K | 0.03% | +15+0.5% | Added |
| Accel Wealth Management | 2,996 | $207.6K | 0.08% | +40+1.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,000 | $207.9K | 0.06% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,000 | $207.9K | 0.21% | +3,000 | New |
| Diversified Portfolios, Inc. | 3,005 | $208.3K | 0.05% | −1,400−31.8% | Reduced |
| Dover Advisors, LLC | 3,005 | $208.3K | 0.20% | +175+6.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,007 | $208.4K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 3,007 | $208.4K | 0.12% | +172+6.1% | Added |
| First Capital Advisors Group, LLC. | 3,009 | $208.5K | 0.13% | +117+4.0% | Added |
| Northcape Wealth Management, LLC | 3,017 | $209.1K | 0.08% | +3,017 | New |
| Seed Wealth Management, Inc. | 3,018 | $209.2K | 0.24% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 3,030 | $210.0K | 0.02% | +137+4.7% | Added |
| Revolve Wealth Partners, LLC | 3,031 | $210.1K | 0.05% | −634−17.3% | Reduced |
| Founders Capital Management, LLC | 3,040 | $210.7K | 0.05% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 3,041 | $210.8K | 0.11% | −165−5.1% | Reduced |
| Aveo Capital Partners, LLC | 3,052 | $211.5K | 0.03% | −35−1.1% | Reduced |
| Consolidated Portfolio Review Corp | 3,053 | $211.6K | 0.06% | +3,053 | New |
| Total Wealth Planning, LLC | 3,054 | $211.7K | 0.05% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,056 | $211.8K | 0.10% | +61+2.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,059 | $212.0K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,060 | $212.1K | 0.13% | −560−15.5% | Reduced |
| German American Bancorp, Inc. | 3,062 | $212.2K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,063 | $212.3K | 0.06% | +5+0.2% | Added |
| Bouchey Financial Group Ltd | 3,086 | $213.0K | 0.03% | +157+5.4% | Added |
| Altus Wealth Group LLC | 3,076 | $213.2K | 0.14% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,083 | $213.7K | 0.03% | 00.0% | Unchanged |
| DCM Advisors, LLC | 3,086 | $213.9K | 0.10% | −111−3.5% | Reduced |
| Annapolis Financial Services, LLC | 3,086 | $213.9K | 0.06% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 3,091 | $214.2K | 0.04% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 3,096 | $214.6K | 0.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,097 | $214.7K | 0.09% | −942−23.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,100 | $214.9K | 0.22% | +3,100 | New |
| Single Point Partners, LLC | 3,105 | $215.0K | 0.05% | +3,105 | New |
| Lifestyle Asset Management, Inc. | 3,103 | $215.1K | 0.14% | +239+8.3% | Added |
| Cornerstone Wealth Group, LLC | 3,119 | $216.2K | 0.04% | −125−3.9% | Reduced |
| First Heartland Consultants, Inc. | 3,119 | $216.2K | 0.03% | −878−22.0% | Reduced |
| Rock Creek Group, LP | 3,121 | $216.3K | 0.03% | −66−2.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,123 | $216.5K | 0.02% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,151 | $218.4K | 0.15% | −89−2.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,166 | $219.4K | 0.12% | +919+40.9% | Added |
| Brown Capital Management LLC | 3,177 | $220.2K | 0.00% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,178 | $220.3K | 0.04% | +268+9.2% | Added |
| 44 Wealth Management LLC | 3,186 | $220.8K | 0.07% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,195 | $221.0K | 0.16% | −1,000−23.8% | Reduced |
| Aua Capital Management, LLC | 3,192 | $221.2K | 0.15% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 3,195 | $221.4K | 0.17% | +25+0.8% | Added |
| Punch & Associates Investment Management, Inc. | 3,200 | $221.8K | 0.01% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 3,812 | $222.3K | 0.12% | +3,812 | New |
| Resurgent Financial Advisors LLC | 3,211 | $222.6K | 0.15% | −5,348−62.5% | Reduced |
| Ssi Investment Management LLC | 3,211 | $222.6K | 0.02% | −759−19.1% | Reduced |
| Tranquility Partners, LLC | 3,219 | $223.1K | 0.11% | −6−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 3,280 | $223.7K | 0.03% | +86+2.7% | Added |
| Traphagen Investment Advisors LLC | 3,237 | $224.4K | 0.03% | +12+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,238 | $224.4K | 0.02% | −47−1.4% | Reduced |
| Wills Financial Group, Inc. | 3,245 | $224.9K | 0.12% | +273+9.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 3,257 | $225.7K | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,259 | $225.9K | 0.14% | +3,259 | New |
| Aurora Private Wealth, Inc. | 3,259 | $226.0K | 0.24% | −1,401−30.1% | Reduced |
| Patten Group, Inc. | 3,267 | $226.4K | 0.07% | 00.0% | Unchanged |
| Seascape Capital Management | 3,268 | $227.0K | 0.12% | +69+2.2% | Added |
| Investment Advisory Group, LLC | 3,285 | $227.7K | 0.13% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,298 | $228.6K | 0.06% | +18+0.5% | Added |
| Heartwood Wealth Advisors LLC | 3,303 | $228.9K | 0.03% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,319 | $230.0K | 0.14% | +24+0.7% | Added |
| Zullo Investment Group, Inc. | 3,332 | $231.0K | 0.14% | +13+0.4% | Added |
| Horan Capital Advisors, LLC. | 3,334 | $231.1K | 0.10% | +3,334 | New |
| Pegasus Partners Ltd. | 3,350 | $232.2K | 0.04% | 00.0% | Unchanged |