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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 6,436 | $446.1K | 0.29% | −72−1.1% | Reduced |
| Acorn Wealth Advisors, LLC | 6,452 | $447.2K | 0.33% | −10.0% | Reduced |
| Fort Point Capital Partners LLC | 6,471 | $448.5K | 0.07% | +119+1.9% | Added |
| PEAK6 Investments LLC | 6,497 | $450.3K | 0.03% | −193,458−96.8% | Reduced |
| Foster Group, Inc. | 6,514 | $451.5K | 0.03% | −427−6.2% | Reduced |
| Successful Portfolios LLC | 6,537 | $453.1K | 0.28% | −399−5.8% | Reduced |
| Hilton Capital Management, LLC | 6,320 | $454.7K | 0.06% | −635−9.1% | Reduced |
| Eastern Bank | 6,577 | $455.9K | 0.02% | −1,133−14.7% | Reduced |
| Gratus Capital LLC | 6,594 | $457.0K | 0.04% | −6,924−51.2% | Reduced |
| Financial Partners Group, LLC | 6,596 | $457.2K | 0.24% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,615 | $458.0K | 0.05% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,611 | $458.2K | 0.02% | +2,500+60.8% | Added |
| ERTS Wealth Advisors, LLC | 6,618 | $458.7K | 0.11% | −550−7.7% | Reduced |
| Investors Asset Management of Georgia Inc | 6,618 | $458.7K | 0.24% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,631 | $459.6K | 0.14% | +6,631 | New |
| M. Kraus & Co | 6,636 | $459.9K | 0.16% | +9+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,640 | $460.2K | 0.22% | +107+1.6% | Added |
| VeraBank, N.A. | 6,648 | $460.8K | 0.21% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,677 | $463.0K | 0.22% | +100+1.5% | Added |
| Pacific Global Investment Management CO | 6,684 | $463.3K | 0.10% | +32+0.5% | Added |
| Citizens Business Bank | 6,689 | $463.6K | 0.11% | +497+8.0% | Added |
| RIA Advisory Group LLC | 6,694 | $464.0K | 0.21% | −118−1.7% | Reduced |
| Park Circle Co | 6,700 | $464.4K | 0.45% | 00.0% | Unchanged |
| Parkside Advisors LLC | 6,705 | $464.8K | 0.15% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,717 | $465.6K | 0.08% | −592−8.1% | Reduced |
| Columbia Asset Management | 6,730 | $466.0K | 0.11% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 6,729 | $466.4K | 0.36% | −570−7.8% | Reduced |
| Cheviot Value Management, LLC | 6,732 | $466.6K | 0.11% | −26−0.4% | Reduced |
| Kowal Investment Group, LLC | 6,738 | $467.0K | 0.13% | +470+7.5% | Added |
| Bigelow Investment Advisors, LLC | 6,738 | $467.0K | 0.27% | −968−12.6% | Reduced |
| Almanack Investment Partners, LLC. | 6,759 | $468.5K | 0.09% | 00.0% | Unchanged |
| Bank of Stockton | 6,761 | $468.6K | 0.16% | −475−6.6% | Reduced |
| Peoples Bank | 6,764 | $468.8K | 0.30% | −800−10.6% | Reduced |
| Berger Financial Group, Inc | 6,777 | $469.7K | 0.06% | +657+10.7% | Added |
| All Terrain Financial Advisors, LLC | 6,788 | $470.5K | 0.23% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6,789 | $470.5K | 0.35% | +52+0.8% | Added |
| Amica Retiree Medical Trust | 6,799 | $471.0K | 0.50% | +3,398+99.9% | Added |
| Merrion Investment Management Co, LLC | 6,810 | $472.0K | 0.45% | −175−2.5% | Reduced |
| Allstate Corp | 6,815 | $472.3K | 0.04% | −103,714−93.8% | Reduced |
| CenterBook Partners LP | 6,823 | $472.9K | 0.07% | +6,823 | New |
| Journey Strategic Wealth LLC | 6,825 | $473.1K | 0.05% | +986+16.9% | Added |
| WealthPlan Investment Management, LLC | 6,838 | $473.9K | 0.08% | −3,404−33.2% | Reduced |
| Gables Capital Management Inc. | 6,859 | $475.4K | 0.33% | 00.0% | Unchanged |
| Key Financial Inc | 6,880 | $476.9K | 0.17% | −882−11.4% | Reduced |
| O'Brien Greene & Co. Inc | 6,876 | $477.0K | 0.18% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,887 | $477.3K | 0.07% | −15−0.2% | Reduced |
| Guardian Capital Advisors LP | 6,800 | $477.4K | 0.05% | −250−3.5% | Reduced |
| Sanchez Wealth Management Group | 6,894 | $477.8K | 0.21% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 6,927 | $480.1K | 0.17% | +835+13.7% | Added |
| Founders Financial Alliance, LLC | 6,928 | $480.6K | 0.24% | −439−6.0% | Reduced |
| Westside Investment Management, Inc. | 6,945 | $481.4K | 0.14% | −59−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 6,950 | $481.7K | 0.12% | 00.0% | Unchanged |
| JB Capital LLC | 6,957 | $482.3K | 0.04% | +434+6.7% | Added |
| Stelac Advisory Services LLC | 6,968 | $483.0K | 0.21% | +6+0.1% | Added |
| JNBA Financial Advisors | 6,970 | $483.1K | 0.06% | +890+14.6% | Added |
| Ellis Investment Partners, LLC | 6,989 | $484.4K | 0.12% | −181−2.5% | Reduced |
| Boston Research & Management Inc | 7,010 | $485.0K | 0.14% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,999 | $485.1K | 0.04% | −537−7.1% | Reduced |
| Apexium Financial, LP | 7,031 | $487.3K | 0.05% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 7,046 | $488.4K | 0.19% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 7,057 | $489.1K | 0.12% | −100−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 7,068 | $490.0K | 0.08% | −400−5.4% | Reduced |
| Ascent Group, LLC | 7,075 | $490.4K | 0.05% | −4,065−36.5% | Reduced |
| First National Advisers, LLC | 7,083 | $491.0K | 0.56% | +1,332+23.2% | Added |
| Wrapmanager Inc | 7,107 | $492.6K | 0.15% | −391−5.2% | Reduced |
| Cross Staff Investments Inc | 7,120 | $493.5K | 0.49% | −45−0.6% | Reduced |
| Asset Management Corp | 7,156 | $496.0K | 0.39% | +23+0.3% | Added |
| Laurel Wealth Advisors LLC | 7,164 | $496.5K | 0.11% | 00.0% | Unchanged |
| New South Capital Management Inc | 7,189 | $498.3K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,197 | $498.8K | 0.19% | +100+1.4% | Added |
| Gemmer Asset Management LLC | 7,205 | $499.4K | 0.07% | +61+0.9% | Added |
| MONECO Advisors, LLC | 7,207 | $499.5K | 0.15% | +2,119+41.6% | Added |
| Sandbox Financial Partners, LLC | 7,209 | $499.6K | 0.30% | +3,707+105.9% | Added |
| Becker Capital Management Inc | 7,231 | $501.2K | 0.02% | +360+5.2% | Added |
| Atlas Capital Advisors LLC | 7,241 | $501.9K | 0.08% | −580−7.4% | Reduced |
| Perritt Capital Management Inc | 7,241 | $501.9K | 0.28% | +60+0.8% | Added |
| HBW Advisory Services LLC | 7,242 | $502.0K | 0.13% | −2,453−25.3% | Reduced |
| WNY Asset Management, LLC | 7,248 | $502.4K | 0.12% | −364−4.8% | Reduced |
| PDS Planning, Inc | 7,275 | $504.2K | 0.07% | +1,347+22.7% | Added |
| Israel Discount Bank of New York | 7,277 | $504.4K | 0.38% | −350−4.6% | Reduced |
| SP Asset Management LLC | 7,280 | $504.6K | 0.06% | +56+0.8% | Added |
| Cowa, LLC | 7,302 | $506.1K | 0.41% | −99−1.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,402 | $507.0K | 0.23% | +73+1.0% | Added |
| First Commonwealth Financial Corp | 7,323 | $507.6K | 0.18% | −222−2.9% | Reduced |
| Beck Mack & Oliver LLC | 7,347 | $509.2K | 0.01% | −10−0.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 7,356 | $509.9K | 0.48% | −1,088−12.9% | Reduced |
| Guardian Wealth Advisors, LLC | 7,362 | $510.3K | 0.09% | −83−1.1% | Reduced |
| MCF Advisors LLC | 7,397 | $512.7K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,398 | $512.8K | 0.03% | −17,043−69.7% | Reduced |
| Yarbrough Capital, LLC | 7,400 | $512.9K | 0.04% | 00.0% | Unchanged |
| Domani Wealth, LLC | 7,405 | $513.2K | 0.12% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,462 | $517.3K | 0.05% | −475−6.0% | Reduced |
| Keystone Wealth Services, LLC | 7,468 | $517.6K | 0.21% | +148+2.0% | Added |
| Carl P. Sherr & Co., LLC | 7,469 | $517.7K | 0.37% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,484 | $518.7K | 0.05% | +9+0.1% | Added |
| Charles Schwab Trust Co | 7,486 | $518.8K | 0.06% | −3,363−31.0% | Reduced |
| McLean Asset Management Corp | 7,493 | $519.3K | 0.21% | −223−2.9% | Reduced |
| Aberdeen Wealth Management LLC | 7,499 | $519.8K | 0.39% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 7,518 | $521.1K | 0.43% | −300−3.8% | Reduced |
| David Loasby | 7,389 | $522.7K | 0.06% | +1,241+20.2% | Added |