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
- 2,548
- −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 | 2,530 | $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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 3,364 | $233.2K | 0.09% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,365 | $233.2K | 0.08% | +79+2.4% | Added |
| Financial Consulate, Inc | 3,370 | $233.6K | 0.08% | +210+6.6% | Added |
| Old North State Wealth Management, LLC | 3,367 | $233.6K | 0.22% | +3,367 | New |
| DeDora Capital, Inc. | 3,377 | $234.0K | 0.10% | −338−9.1% | Reduced |
| Liberty Wealth Management LLC | 3,383 | $234.5K | 0.05% | +3,383 | New |
| CIC Wealth, LLC | 3,391 | $235.0K | 0.09% | +468+16.0% | Added |
| Firestone Capital Management | 3,397 | $235.4K | 0.08% | +350+11.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,408 | $236.2K | 0.07% | −199−5.5% | Reduced |
| Oak Asset Management, LLC | 3,415 | $236.7K | 0.10% | −5,065−59.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,417 | $236.8K | 0.18% | −229−6.3% | Reduced |
| CFO4Life Group, LLC | 3,436 | $238.1K | 0.05% | −401−10.5% | Reduced |
| GM Advisory Group, Inc. | 3,437 | $238.2K | 0.02% | +3,437 | New |
| Cadent Capital Advisors, LLC | 3,439 | $238.4K | 0.14% | +125+3.8% | Added |
| Pring Turner Capital Group Inc | 3,440 | $238.4K | 0.24% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,444 | $238.7K | 0.09% | +637+22.7% | Added |
| TFG Advisers LLC | 3,450 | $239.1K | 0.12% | +90+2.7% | Added |
| Keel Point, LLC | 3,468 | $240.4K | 0.03% | −104−2.9% | Reduced |
| Register Financial Advisors LLC | 3,477 | $241.0K | 0.19% | +706+25.5% | Added |
| AlphaCentric Advisors LLC | 3,479 | $241.1K | 0.17% | −39−1.1% | Reduced |
| Missouri Trust & Investment Co | 3,484 | $241.5K | 0.16% | +600+20.8% | Added |
| Boltwood Capital Management | 3,488 | $241.7K | 0.09% | +300+9.4% | Added |
| Montz Harcus Wealth Management LLC | 3,489 | $241.8K | 0.22% | +22+0.6% | Added |
| Beck Bode, LLC | 3,492 | $242.0K | 0.06% | −177−4.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,500 | $242.6K | 0.11% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,501 | $242.7K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 3,504 | $242.9K | 0.20% | +1,257+55.9% | Added |
| Eldridge Investment Advisors, Inc. | 3,512 | $243.0K | 0.08% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,508 | $243.1K | 0.18% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,512 | $243.4K | 0.04% | −969−21.6% | Reduced |
| Castleview Partners, LLC | 3,515 | $243.6K | 0.22% | +130+3.8% | Added |
| Armbruster Capital Management, Inc. | 3,515 | $243.6K | 0.06% | 00.0% | Unchanged |
| RW Investment Management LLC | 3,517 | $243.8K | 0.07% | +319+10.0% | Added |
| Braun-Bostich & Associates Inc. | 3,518 | $243.8K | 0.58% | +3,518 | New |
| Solidarilty Wealth, LLC | 3,526 | $244.4K | 0.11% | +3,526 | New |
| NinePointTwo Capital | 3,541 | $245.0K | 0.09% | +3,541 | New |
| Signet Financial Management, LLC | 3,551 | $246.1K | 0.04% | −151−4.1% | Reduced |
| Northwest Investment Counselors, LLC | 3,564 | $247.0K | 0.07% | +1,297+57.2% | Added |
| Brave Asset Management Inc | 3,569 | $247.4K | 0.08% | −90−2.5% | Reduced |
| Nadler Financial Group, Inc. | 3,571 | $247.5K | 0.04% | +704+24.6% | Added |
| Callan Capital, LLC | 3,575 | $247.8K | 0.03% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,580 | $248.1K | 0.16% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 3,583 | $248.4K | 0.17% | +760+26.9% | Added |
| Kingfisher Capital LLC | 3,584 | $248.4K | 0.07% | +2+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 3,592 | $249.0K | 0.12% | +171+5.0% | Added |
| Norris Perne & French LLP | 3,593 | $249.0K | 0.02% | −190−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 3,608 | $250.1K | 0.07% | −200−5.3% | Reduced |
| Certified Advisory Corp | 3,628 | $251.5K | 0.04% | +802+28.4% | Added |
| S.E.E.D. Planning Group LLC | 3,641 | $252.4K | 0.10% | +41+1.1% | Added |
| Arbor Investment Advisors, LLC | 3,642 | $252.4K | 0.05% | −22−0.6% | Reduced |
| Vantage Consulting Group Inc | 3,648 | $252.8K | 0.14% | +576+18.8% | Added |
| Syntax Advisors, LLC | 3,648 | $252.8K | 0.19% | +576+18.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $252.9K | 0.08% | 00.0% | Unchanged |
| NBW Capital LLC | 3,651 | $253.1K | 0.06% | +530+17.0% | Added |
| Westshore Wealth, LLC | 3,658 | $253.5K | 0.13% | +151+4.3% | Added |
| Merriman Wealth Management, LLC | 3,661 | $253.7K | 0.01% | −62−1.7% | Reduced |
| Paragon Capital Management Ltd | 3,662 | $253.8K | 0.06% | −144−3.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,662 | $254.0K | 0.14% | −44−1.2% | Reduced |
| Private Ocean, LLC | 3,670 | $254.4K | 0.03% | +545+17.4% | Added |
| Executive Wealth Management, LLC | 3,670 | $254.4K | 0.03% | +3,670 | New |
| Howard Capital Management Group, LLC | 3,674 | $254.6K | 0.03% | −250−6.4% | Reduced |
| Howard Wealth Management, LLC | 3,676 | $254.8K | 0.21% | +38+1.0% | Added |
| Alliance Wealth Advisors, LLC | 3,677 | $254.8K | 0.19% | +6+0.2% | Added |
| World Equity Group, Inc. | 7,485 | $254.9K | 0.04% | +7,485 | New |
| Skba Capital Management LLC | 3,700 | $256.4K | 0.05% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,710 | $257.1K | 0.16% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,711 | $257.2K | 0.11% | +2,064+125.3% | Added |
| Texas Capital Bancshares Inc | 3,713 | $257.3K | 0.16% | +67+1.8% | Added |
| Quantum Private Wealth, LLC | 3,724 | $258.1K | 0.14% | +139+3.9% | Added |
| Wealthquest Corp | 3,726 | $258.2K | 0.03% | −233−5.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,726 | $258.3K | 0.19% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,730 | $258.5K | 0.08% | +2,150+136.1% | Added |
| Driehaus Capital Management LLC | 3,735 | $258.9K | 0.00% | +873+30.5% | Added |
| PVG Asset Management Corp | 3,755 | $260.3K | 0.83% | +3,755 | New |
| Cornerstone Retirement Group, Inc. | 3,758 | $260.5K | 0.08% | +400+11.9% | Added |
| Sugarloaf Wealth Management, LLC | 3,758 | $260.5K | 0.06% | −771−17.0% | Reduced |
| Vicus Capital | 3,760 | $260.6K | 0.03% | +13+0.3% | Added |
| Kearns & Associates LLC | 3,770 | $261.3K | 0.26% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,770 | $261.3K | 0.13% | +3,770 | New |
| Quad-Cities Investment Group, LLC | 3,774 | $261.6K | 0.18% | +10+0.3% | Added |
| Dillon & Associates Inc | 3,805 | $263.0K | 0.05% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,803 | $263.6K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,803 | $263.6K | 0.10% | +706+22.8% | Added |
| Manhattan West Asset Management, LLC | 3,804 | $263.7K | 0.11% | +3,804 | New |
| Pacific Sage Partners, LLC | 3,805 | $263.7K | 0.08% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 3,809 | $264.0K | 0.02% | −798−17.3% | Reduced |
| Glen Eagle Advisors, LLC | 3,822 | $264.9K | 0.07% | −65−1.7% | Reduced |
| Ellenbecker Investment Group | 3,824 | $265.0K | 0.07% | +17+0.4% | Added |
| TriaGen Wealth Management LLC | 3,825 | $265.1K | 0.13% | 00.0% | Unchanged |
| Core Alternative Capital | 3,840 | $266.1K | 0.04% | −179−4.5% | Reduced |
| Atlas Wealth LLC | 3,840 | $266.1K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,844 | $266.4K | 0.03% | −109−2.8% | Reduced |
| Northstar Asset Management LLC | 3,869 | $268.2K | 0.08% | +769+24.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,872 | $268.4K | 0.21% | +115+3.1% | Added |
| Cutler Group LP | 3,893 | $269.0K | 0.04% | −24,929−86.5% | Reduced |
| Wealth Management Associates, Inc. | 3,895 | $269.9K | 0.17% | +493+14.5% | Added |
| Oak Harvest Investment Services | 3,896 | $270.0K | 0.06% | −656−14.4% | Reduced |
| PBMares Wealth Management LLC | 3,899 | $270.3K | 0.10% | +3,899 | New |
| Saratoga Research & Investment Management | 3,901 | $270.4K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,906 | $270.7K | 0.10% | 00.0% | Unchanged |