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 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 3,907 | $270.8K | 0.43% | −1,130−22.4% | Reduced |
| Optas, LLC | 3,910 | $271.0K | 0.10% | −508−11.5% | Reduced |
| Doheny Asset Management | 3,929 | $272.0K | 0.24% | +870+28.4% | Added |
| PYA Waltman Capital, LLC | 3,925 | $272.0K | 0.14% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,928 | $272.2K | 0.04% | +3,928 | New |
| Endurance Wealth Management, Inc. | 3,937 | $273.0K | 0.04% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 4,010 | $273.7K | 0.26% | −233−5.5% | Reduced |
| CVA Family Office, LLC | 3,957 | $274.2K | 0.06% | −465−10.5% | Reduced |
| Walker Asset Management, LLC | 3,965 | $274.8K | 0.24% | +37+0.9% | Added |
| Riverbridge Partners LLC | 3,981 | $275.9K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,982 | $276.0K | 0.20% | +107+2.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,989 | $276.5K | 0.07% | −398−9.1% | Reduced |
| Camden National Bank | 4,014 | $278.2K | 0.06% | +250+6.6% | Added |
| MBL Wealth, LLC | 4,022 | $278.8K | 0.04% | +681+20.4% | Added |
| Orser Capital Management, LLC | 4,030 | $279.3K | 0.32% | 00.0% | Unchanged |
| Diversified, LLC | 4,035 | $279.6K | 0.10% | +16+0.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,037 | $279.8K | 0.15% | −46−1.1% | Reduced |
| Greenwich Wealth Management LLC | 4,042 | $280.0K | 0.03% | +367+10.0% | Added |
| Full Sail Capital, LLC | 4,048 | $280.6K | 0.03% | −1,263−23.8% | Reduced |
| Symphony Financial, Ltd. Co. | 4,130 | $281.7K | 0.07% | +12+0.3% | Added |
| Basepoint Wealth LLC | 4,073 | $282.3K | 0.24% | +6+0.1% | Added |
| StrategIQ Financial Group, LLC | 4,079 | $282.7K | 0.03% | +29+0.7% | Added |
| Global Trust Asset Management, LLC | 4,080 | $282.8K | 0.13% | −15−0.4% | Reduced |
| West Coast Financial LLC | 4,079 | $282.8K | 0.04% | +25+0.6% | Added |
| Virtu Financial LLC | 4,100 | $284.0K | 0.03% | −29,396−87.8% | Reduced |
| Fort, L.P. | 4,109 | $284.8K | 0.74% | −1,657−28.7% | Reduced |
| Carson Advisory Inc. | 4,140 | $287.0K | 0.26% | −1,000−19.5% | Reduced |
| Asset Allocation & Management Company, LLC | 4,142 | $287.0K | 0.12% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 4,150 | $287.6K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 4,150 | $288.0K | 0.12% | −1,403−25.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 4,156 | $288.1K | 0.02% | +541+15.0% | Added |
| West Oak Capital, LLC | 4,190 | $290.4K | 0.15% | −350−7.7% | Reduced |
| WestHill Financial Advisors, Inc. | 4,197 | $290.9K | 0.09% | −500−10.6% | Reduced |
| Hourglass Capital, LLC | 4,213 | $292.0K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,214 | $292.1K | 0.27% | −78−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 4,228 | $293.0K | 0.03% | −24−0.6% | Reduced |
| Wimmer Associates 1, LLC | 4,300 | $293.1K | 0.19% | −340−7.3% | Reduced |
| Hartline Investment Corp | 4,238 | $293.7K | 0.06% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,250 | $294.6K | 0.27% | +4,250 | New |
| Hendershot Investments Inc. | 4,251 | $294.6K | 0.05% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,254 | $294.9K | 0.08% | −96−2.2% | Reduced |
| Abbot Financial Management, Inc. | 4,260 | $295.3K | 0.20% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,260 | $295.3K | 0.07% | −1,594−27.2% | Reduced |
| Koss-Olinger Consulting, LLC | 4,296 | $298.0K | 0.04% | −644−13.0% | Reduced |
| Keb Asset Management, LLC | 4,300 | $298.0K | 0.13% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 4,301 | $298.1K | 0.01% | +5+0.1% | Added |
| Doliver Advisors, LP | 4,303 | $298.2K | 0.09% | 00.0% | Unchanged |
| Towercrest Capital Management | 4,307 | $298.5K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 4,314 | $299.0K | 0.12% | −400−8.5% | Reduced |
| Clean Yield Group | 4,330 | $300.1K | 0.13% | −78−1.8% | Reduced |
| IFG Advisory, LLC | 4,344 | $301.1K | 0.03% | +1,317+43.5% | Added |
| West Branch Capital LLC | 4,351 | $301.6K | 0.17% | −192−4.2% | Reduced |
| Ambassador Advisors, LLC | 4,373 | $302.1K | 0.07% | +4,373 | New |
| Relyea Zuckerberg Hanson LLC | 4,380 | $303.6K | 0.07% | −266−5.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,386 | $304.0K | 0.29% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,387 | $304.1K | 0.07% | −175−3.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,393 | $304.5K | 0.08% | −148−3.3% | Reduced |
| Lakeview Capital Partners, LLC | 4,410 | $304.6K | 0.09% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,400 | $305.0K | 0.16% | −73−1.6% | Reduced |
| Winthrop Advisory Group LLC | 4,407 | $305.5K | 0.05% | −287−6.1% | Reduced |
| Hartford Funds Management Co LLC | 4,407 | $305.5K | 0.03% | +911+26.1% | Added |
| SignalPoint Asset Management, LLC | 4,415 | $306.0K | 0.10% | −206−4.5% | Reduced |
| Invst, LLC | 4,550 | $307.6K | 0.05% | +118+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 4,439 | $307.7K | 0.06% | −7,927−64.1% | Reduced |
| Zions Bancorporation, N.A. | 4,459 | $309.1K | 0.03% | +12+0.3% | Added |
| Stony Point Wealth Management Inc. | 4,472 | $310.0K | 0.16% | +3+0.1% | Added |
| Tiemann Investment Advisors, LLC | 4,481 | $310.6K | 0.17% | 00.0% | Unchanged |
| American National Bank | 4,484 | $310.8K | 0.06% | −280−5.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,500 | $311.9K | 0.33% | 00.0% | Unchanged |
| Ruffer LLP | 4,504 | $312.1K | 0.01% | −72,451−94.1% | Reduced |
| NWF Advisory Services Inc. | 4,890 | $312.7K | 0.07% | +4,890 | New |
| Keeley-Teton Advisors, LLC | 4,527 | $313.8K | 0.04% | +600+15.3% | Added |
| Angeles Investment Advisors, LLC | 4,530 | $314.0K | 0.03% | +4,530 | New |
| Simon Quick Advisors, LLC | 4,531 | $314.0K | 0.03% | +1,158+34.3% | Added |
| Wayfinding Financial, LLC | 4,548 | $315.0K | 0.24% | +1,041+29.7% | Added |
| Sage Rhino Capital LLC | 4,552 | $315.5K | 0.09% | +239+5.5% | Added |
| Colonial River Wealth Management, LLC | 4,555 | $315.7K | 0.19% | +258+6.0% | Added |
| Waycross Partners, LLC | 4,557 | $315.8K | 0.09% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 4,558 | $315.9K | 0.17% | +102+2.3% | Added |
| Stevens Capital Management LP | 4,565 | $316.0K | 0.08% | +4,565 | New |
| Asio Capital, LLC | 4,562 | $316.2K | 0.08% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,567 | $316.6K | 0.24% | +1,117+32.4% | Added |
| Authentikos Wealth Advisory, LLC | 4,407 | $317.1K | 0.32% | +4,407 | New |
| DF Dent & Co Inc | 4,575 | $317.1K | 0.00% | +318+7.5% | Added |
| Schrum Private Wealth Management LLC | 4,578 | $317.3K | 0.37% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 4,582 | $317.6K | 0.03% | +506+12.4% | Added |
| Benjamin Edwards Inc | 4,591 | $318.0K | 0.08% | +796+21.0% | Added |
| Farther Finance Advisors, LLC | 4,617 | $320.0K | 0.09% | +2,859+162.6% | Added |
| Novare Capital Management LLC | 4,618 | $320.1K | 0.04% | −1,480−24.3% | Reduced |
| WPWealth LLP | 4,641 | $321.7K | 0.15% | +34+0.7% | Added |
| Meitav Dash Investments Ltd | 4,776 | $321.8K | 0.01% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,649 | $322.2K | 0.29% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,652 | $322.4K | 0.16% | +10.0% | Added |
| Great Diamond Partners, LLC | 4,659 | $322.9K | 0.09% | +86+1.9% | Added |
| Jag Capital Management, LLC | 4,664 | $323.2K | 0.04% | +701+17.7% | Added |
| Carmichael Hill & Associates, Inc. | 4,668 | $323.5K | 0.17% | +310+7.1% | Added |
| EverSource Wealth Advisors, LLC | 4,674 | $324.0K | 0.04% | −1,081−18.8% | Reduced |
| Contravisory Investment Management, Inc. | 4,677 | $324.2K | 0.09% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,689 | $325.0K | 0.23% | +1,723+58.1% | Added |
| Cypress Wealth Services, LLC | 4,693 | $325.3K | 0.10% | −6−0.1% | Reduced |