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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 5,480 | $379.8K | 0.12% | +1,288+30.7% | Added |
| Kidder Stephen W | 5,481 | $379.9K | 0.13% | −100−1.8% | Reduced |
| Perennial Investment Advisors, LLC | 5,497 | $381.0K | 0.07% | +1,626+42.0% | Added |
| Kolinsky Wealth Management, LLC | 5,496 | $381.0K | 0.40% | +84+1.6% | Added |
| Alta Advisers Ltd | 5,500 | $381.2K | 0.23% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,500 | $381.2K | 0.05% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,500 | $381.2K | 0.13% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,506 | $381.6K | 0.09% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 5,518 | $382.5K | 0.33% | −1,124−16.9% | Reduced |
| RMR Wealth Builders | 5,521 | $382.6K | 0.07% | −292−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,522 | $382.7K | 0.03% | +203+3.8% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $383.1K | 0.23% | 00.0% | Unchanged |
| DAGCO, Inc. | 5,536 | $383.7K | 0.21% | +6+0.1% | Added |
| Sage Mountain Advisors LLC | 5,537 | $383.8K | 0.06% | +1,972+55.3% | Added |
| Atlas Private Wealth Management | 5,554 | $384.9K | 0.23% | +650+13.3% | Added |
| Monument Capital Management | 5,567 | $385.8K | 0.13% | −1,072−16.1% | Reduced |
| Tiedemann Advisors, LLC | 5,578 | $386.6K | 0.02% | +1,100+24.6% | Added |
| IMA Wealth, Inc. | 5,580 | $386.8K | 0.10% | −202−3.5% | Reduced |
| KB Financial Partners, LLC | 5,579 | $387.0K | 0.11% | +219+4.1% | Added |
| SkyOak Wealth, LLC | 5,586 | $387.2K | 0.12% | +1,700+43.7% | Added |
| Lantz Financial LLC | 5,599 | $388.1K | 0.16% | −303−5.1% | Reduced |
| MainStreet Investment Advisors LLC | 5,624 | $389.8K | 0.04% | +2,379+73.3% | Added |
| Sciencast Management LP | 5,747 | $390.5K | 0.52% | +5,747 | New |
| Trilogy Capital Inc. | 5,667 | $392.8K | 0.03% | +1,108+24.3% | Added |
| Forte Capital LLC | 5,667 | $392.8K | 0.06% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 5,703 | $395.3K | 0.17% | −337−5.6% | Reduced |
| Parcion Private Wealth LLC | 5,713 | $396.0K | 0.04% | +134+2.4% | Added |
| AFS Financial Group, LLC | 5,716 | $396.2K | 0.26% | −100−1.7% | Reduced |
| Adell Harriman & Carpenter Inc | 5,720 | $396.5K | 0.04% | +5,720 | New |
| GHP Investment Advisors, Inc. | 5,726 | $396.9K | 0.03% | +27+0.5% | Added |
| ICA Group Wealth Management, LLC | 5,727 | $397.0K | 0.09% | +82+1.5% | Added |
| Park Place Capital Corp | 5,736 | $397.6K | 0.11% | +526+10.1% | Added |
| Overbrook Management Corp | 5,740 | $397.8K | 0.10% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 5,748 | $398.4K | 0.05% | −432−7.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,750 | $398.5K | 0.28% | −100−1.7% | Reduced |
| Mechanics Financial Corp | 5,773 | $400.1K | 0.23% | −1,273−18.1% | Reduced |
| Stanley-Laman Group, Ltd. | 5,773 | $400.1K | 0.07% | +5,773 | New |
| Southeast Asset Advisors Inc. | 5,778 | $400.5K | 0.06% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 5,806 | $402.4K | 0.08% | +51+0.9% | Added |
| Riversedge Advisors, LLC | 5,814 | $403.0K | 0.12% | −394−6.3% | Reduced |
| SNS Financial Group, LLC | 5,825 | $403.7K | 0.05% | −146−2.4% | Reduced |
| Focused Wealth Management, Inc | 5,834 | $404.4K | 0.08% | −41−0.7% | Reduced |
| Wallace Advisory Group, LLC | 5,840 | $404.8K | 0.31% | +146+2.6% | Added |
| Pine Valley Investments Ltd Liability Co | 6,640 | $405.9K | 0.06% | +6,640 | New |
| Tranquilli Financial Advisor LLC | 5,861 | $406.2K | 0.30% | +313+5.6% | Added |
| Hall Capital Management Co Inc | 5,865 | $406.5K | 0.24% | 00.0% | Unchanged |
| Granite FO LLC | 6,096 | $407.0K | 0.25% | +6,096 | New |
| Satovsky Asset Management LLC | 5,873 | $407.1K | 0.15% | +1,038+21.5% | Added |
| Litman Gregory Asset Management LLC | 5,873 | $407.1K | 0.15% | +5,873 | New |
| E&G Advisors, LP | 5,900 | $408.9K | 0.15% | +100+1.7% | Added |
| Hamel Associates, Inc. | 5,912 | $409.8K | 0.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,026 | $410.6K | 0.17% | +6,026 | New |
| Amussen Hunsaker Associates LLC | 5,936 | $411.3K | 0.10% | +40+0.7% | Added |
| Ascent Wealth Partners, LLC | 5,965 | $413.4K | 0.08% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,972 | $413.9K | 0.21% | +7+0.1% | Added |
| Community Capital Management, Inc. | 6,000 | $415.9K | 0.55% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,000 | $415.9K | 0.22% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 6,000 | $415.9K | 0.08% | +677+12.7% | Added |
| Catalyst Financial Partners LLC | 6,001 | $415.9K | 0.18% | +145+2.5% | Added |
| IMS Capital Management | 6,004 | $416.1K | 0.25% | −31−0.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,024 | $418.0K | 0.18% | +6,024 | New |
| First International Bank & Trust | 6,033 | $418.1K | 0.14% | +491+8.9% | Added |
| IFG Advisors, LLC | 6,044 | $418.9K | 0.16% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,075 | $421.1K | 0.11% | +200+3.4% | Added |
| Heron Financial Group, LLC | 6,087 | $421.9K | 0.23% | −954−13.5% | Reduced |
| Cassia Capital Partners, LLC | 6,089 | $422.0K | 0.34% | −107−1.7% | Reduced |
| Sunbelt Securities, Inc. | 6,198 | $422.7K | 0.07% | +38+0.6% | Added |
| Ritter Daniher Financial Advisory LLC | 6,105 | $423.2K | 0.19% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 6,119 | $424.1K | 0.31% | −134−2.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,122 | $424.3K | 0.09% | −341−5.3% | Reduced |
| Bridge Creek Capital Management LLC | 6,130 | $424.9K | 0.16% | +50+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,228 | $425.0K | 0.01% | −1,499−19.4% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,148 | $426.1K | 0.27% | −338−5.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 6,151 | $426.3K | 0.36% | +1,100+21.8% | Added |
| Blueshift Asset Management, LLC | 6,154 | $426.5K | 0.18% | +177+3.0% | Added |
| Grove Bank & Trust | 6,157 | $426.7K | 0.09% | +527+9.4% | Added |
| Silverlake Wealth Management LLC | 6,169 | $427.6K | 0.26% | −1,211−16.4% | Reduced |
| Hudock, Inc. | 6,171 | $427.7K | 0.11% | +254+4.3% | Added |
| Phillips Wealth Planners LLC | 6,254 | $427.8K | 0.57% | −6−0.1% | Reduced |
| Terry L. Blaker | 6,173 | $427.8K | 0.04% | −269−4.2% | Reduced |
| Sabal Trust CO | 6,180 | $428.3K | 0.03% | −1,667−21.2% | Reduced |
| Piscataqua Savings Bank | 6,188 | $428.9K | 0.37% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,239 | $432.4K | 0.27% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,253 | $433.4K | 0.09% | +252+4.2% | Added |
| Insight Advisors, LLC | 6,269 | $434.5K | 0.10% | −194−3.0% | Reduced |
| New England Capital Financial Advisors LLC | 6,298 | $436.5K | 0.31% | +7+0.1% | Added |
| Capital Square, LLC | 6,174 | $436.8K | 0.40% | +274+4.6% | Added |
| Mendel Money Management | 6,312 | $437.5K | 0.24% | +55+0.9% | Added |
| Morningstar Investment Management LLC | 6,314 | $438.0K | 0.06% | +712+12.7% | Added |
| Oak Harbor Wealth Partners, LLC | 6,320 | $438.0K | 0.16% | −330−5.0% | Reduced |
| FLC Capital Advisors | 6,330 | $438.7K | 0.13% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,330 | $439.0K | 0.09% | −804−11.3% | Reduced |
| King Wealth | 6,329 | $439.0K | 0.10% | +52+0.8% | Added |
| CWA Asset Management Group, LLC | 6,339 | $439.4K | 0.03% | −3,469−35.4% | Reduced |
| McDonald Partners LLC | 6,353 | $440.4K | 0.14% | −267−4.0% | Reduced |
| Apriem Advisors | 6,382 | $442.3K | 0.07% | +4+0.1% | Added |
| Magnus Financial Group LLC | 6,384 | $442.5K | 0.07% | +689+12.1% | Added |
| GraniteShares Advisors LLC | 6,388 | $442.8K | 0.39% | −101−1.6% | Reduced |
| Clark Financial Services Group Inc | 6,402 | $444.0K | 0.66% | +78+1.2% | Added |
| Advisors Management Group Inc | 6,436 | $446.0K | 0.14% | −128−2.0% | Reduced |