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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 4,693 | $325.3K | 0.11% | +27+0.6% | Added |
| Spinnaker Investment Group, LLC | 4,710 | $326.4K | 0.11% | +183+4.0% | Added |
| Weaver Consulting Group | 4,712 | $326.6K | 0.15% | −227−4.6% | Reduced |
| Delta Investment Management, LLC | 4,717 | $326.9K | 0.09% | −17−0.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,718 | $327.0K | 0.03% | −357−7.0% | Reduced |
| Agate Pass Investment Management, LLC | 4,724 | $327.4K | 0.21% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,728 | $327.7K | 0.15% | +56+1.2% | Added |
| Windsor Group LTD | 4,671 | $328.0K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,760 | $330.0K | 0.14% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 4,772 | $330.8K | 0.04% | −570−10.7% | Reduced |
| NEIRG Wealth Management, LLC | 4,775 | $331.0K | 0.06% | +706+17.4% | Added |
| Lathrop Investment Management Corp | 4,772 | $331.0K | 0.07% | −100−2.1% | Reduced |
| Columbus Macro, LLC | 4,741 | $331.1K | 0.12% | −43−0.9% | Reduced |
| L & S Advisors Inc | 4,780 | $331.3K | 0.05% | −68,668−93.5% | Reduced |
| Avestar Capital, LLC | 4,782 | $331.5K | 0.07% | +5+0.1% | Added |
| Gradient Capital Advisors, LLC | 4,787 | $331.8K | 0.14% | −22−0.5% | Reduced |
| Freedom Day Solutions, LLC | 4,980 | $332.7K | 0.16% | −253−4.8% | Reduced |
| Vivaldi Capital Management, LLC | 4,803 | $332.9K | 0.10% | −10−0.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,805 | $333.0K | 0.33% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,818 | $333.9K | 0.04% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 4,824 | $334.4K | 0.06% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 4,840 | $335.5K | 0.13% | −10.0% | Reduced |
| Strategic Blueprint, LLC | 4,851 | $336.2K | 0.03% | +563+13.1% | Added |
| Corrigan Financial, Inc. | 4,861 | $336.9K | 0.11% | +10.0% | Added |
| Fagan Associates, Inc. | 4,864 | $337.1K | 0.08% | 00.0% | Unchanged |
| JT Stratford LLC | 4,868 | $337.4K | 0.10% | +1,174+31.8% | Added |
| Financial Advisors, LLC | 4,878 | $338.1K | 0.09% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,885 | $338.6K | 0.07% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,900 | $339.6K | 0.51% | −11,000−69.2% | Reduced |
| Beta Wealth Group, Inc. | 4,900 | $339.6K | 0.19% | +400+8.9% | Added |
| Horan Securities, Inc. | 4,920 | $341.0K | 0.18% | +62+1.3% | Added |
| Lodestar Private Asset Management LLC | 4,932 | $341.9K | 0.06% | +5+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 4,945 | $342.7K | 0.10% | +927+23.1% | Added |
| Covestor Ltd | 4,947 | $343.0K | 0.30% | +403+8.9% | Added |
| Eudaimonia Advisors LLC | 4,949 | $343.0K | 0.23% | −100−2.0% | Reduced |
| OneAscent Wealth Management LLC | 4,959 | $344.0K | 0.13% | −731−12.8% | Reduced |
| LS Investment Advisors, LLC | 4,975 | $344.8K | 0.06% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 4,976 | $345.0K | 0.26% | +4,976 | New |
| Fairview Capital Investment Management, LLC | 5,000 | $346.6K | 0.02% | −90−1.8% | Reduced |
| Harbor Advisors LLC | 5,000 | $346.6K | 0.08% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 5,005 | $347.0K | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 5,024 | $348.2K | 0.03% | −2,011−28.6% | Reduced |
| D'Orazio & Associates, Inc. | 5,029 | $348.5K | 0.09% | −3,835−43.3% | Reduced |
| Empire Financial Management Company, LLC | 5,040 | $349.4K | 0.14% | +5,040 | New |
| Legal Advantage Investments, Inc. | 5,057 | $350.5K | 0.26% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,074 | $351.7K | 0.95% | 00.0% | Unchanged |
| SRB Corp | 5,080 | $352.1K | 0.02% | −734−12.6% | Reduced |
| Stonehearth Capital Management, LLC | 5,080 | $352.1K | 0.19% | +37+0.7% | Added |
| First National Bank | 5,082 | $352.2K | 0.30% | −200−3.8% | Reduced |
| Jarislowsky, Fraser Ltd | 5,125 | $355.2K | 0.00% | −680−11.7% | Reduced |
| RBA Wealth Management, LLC | 5,126 | $355.3K | 0.18% | −431−7.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,129 | $355.5K | 0.07% | −951−15.6% | Reduced |
| Intrinsic Value Partners, LLC | 5,146 | $356.7K | 0.48% | −40−0.8% | Reduced |
| Cahaba Wealth Management, Inc. | 5,149 | $356.9K | 0.04% | −34−0.7% | Reduced |
| Leuthold Group, LLC | 5,162 | $357.8K | 0.05% | −295−5.4% | Reduced |
| Avion Wealth | 4,982 | $358.0K | 0.10% | −100−2.0% | Reduced |
| Washington Capital Management Inc | 5,200 | $360.4K | 0.32% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 5,200 | $360.4K | 0.36% | +1,700+48.6% | Added |
| Eaton Financial Holdings Company, LLC | 5,201 | $360.5K | 0.28% | −190−3.5% | Reduced |
| Quent Capital, LLC | 5,215 | $360.6K | 0.06% | +181+3.6% | Added |
| Lavaca Capital LLC | 5,153 | $360.7K | 0.08% | −300−5.5% | Reduced |
| Innovis Asset Management LLC | 5,210 | $361.1K | 0.15% | +37+0.7% | Added |
| Bray Capital Advisors | 5,219 | $361.8K | 0.11% | +33+0.6% | Added |
| Coastal Bridge Advisors, LLC | 5,221 | $361.9K | 0.09% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 5,226 | $362.2K | 0.01% | −914−14.9% | Reduced |
| Paradigm Financial Partners, LLC | 5,230 | $362.5K | 0.10% | −38−0.7% | Reduced |
| Bridgeworth, LLC | 5,236 | $362.9K | 0.05% | −64−1.2% | Reduced |
| Burt Wealth Advisors | 5,238 | $363.0K | 0.11% | +120+2.3% | Added |
| Trillium Asset Management, LLC | 5,455 | $364.0K | 0.01% | −586−9.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,257 | $364.0K | 0.27% | −62−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 5,253 | $364.1K | 0.06% | +1,524+40.9% | Added |
| Sterneck Capital Management, LLC | 5,257 | $364.4K | 0.23% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,260 | $364.6K | 0.26% | −129−2.4% | Reduced |
| Valmark Advisers, Inc. | 5,262 | $364.7K | 0.01% | +1,231+30.5% | Added |
| Portland Global Advisors LLC | 5,264 | $365.0K | 0.06% | −1,114−17.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,281 | $366.0K | 0.38% | −90−1.7% | Reduced |
| Meridian Investment Counsel Inc. | 5,301 | $367.4K | 0.14% | −26−0.5% | Reduced |
| Pacitti Group Inc. | 5,304 | $367.6K | 0.27% | −29−0.5% | Reduced |
| TCG Advisory Services, LLC | 5,320 | $368.7K | 0.08% | +657+14.1% | Added |
| Exeter Financial, LLC | 5,248 | $368.8K | 0.18% | +50+1.0% | Added |
| Royal Capital Wealth Management, LLC | 5,323 | $369.0K | 0.37% | +188+3.7% | Added |
| Inscription Capital, LLC | 5,341 | $370.2K | 0.10% | +545+11.4% | Added |
| Gryphon Financial Partners LLC | 5,344 | $370.4K | 0.09% | −529−9.0% | Reduced |
| Stiles Financial Services Inc | 5,358 | $371.4K | 0.20% | +175+3.4% | Added |
| Intrua Financial, LLC | 5,460 | $371.6K | 0.08% | +865+18.8% | Added |
| MBA Advisors LLC | 5,365 | $371.8K | 0.23% | −50−0.9% | Reduced |
| Riverview Trust Co | 5,367 | $372.0K | 0.34% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,388 | $373.0K | 0.07% | +961+21.7% | Added |
| Saranac Partners Ltd | 5,382 | $373.0K | 0.22% | +5,382 | New |
| Seneca Financial Advisors LLC | 5,387 | $373.4K | 0.24% | +5,387 | New |
| Thrive Wealth Management, LLC | 5,391 | $373.7K | 0.10% | −496−8.4% | Reduced |
| FSM Wealth Advisors, LLC | 5,397 | $374.1K | 0.22% | +1,165+27.5% | Added |
| Smith Shellnut Wilson LLC | 5,405 | $374.6K | 0.23% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,424 | $376.0K | 0.03% | −41−0.8% | Reduced |
| WT Wealth Management | 5,430 | $376.4K | 0.16% | +5,430 | New |
| Antonetti Capital Management LLC | 5,431 | $376.4K | 0.55% | +455+9.1% | Added |
| Prentice Wealth Management LLC | 5,433 | $376.6K | 0.18% | +252+4.9% | Added |
| Clare Market Investments LLC | 5,441 | $377.1K | 0.16% | −3,243−37.3% | Reduced |
| Marino, Stram & Associates LLC | 5,444 | $377.4K | 0.11% | +27+0.5% | Added |
| Matrix Asset Advisors Inc | 5,460 | $378.4K | 0.05% | −1,190−17.9% | Reduced |