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 |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 7,542 | $523.0K | 0.31% | −493−6.1% | Reduced |
| Legacy Advisors, LLC | 7,549 | $523.2K | 0.10% | −297−3.8% | Reduced |
| Miracle Mile Advisors, LLC | 7,578 | $525.2K | 0.02% | −796−9.5% | Reduced |
| American Trust | 7,588 | $525.9K | 0.04% | +35+0.5% | Added |
| AllSquare Wealth Management LLC | 7,596 | $526.5K | 0.34% | +21+0.3% | Added |
| Golden State Equity Partners | 7,598 | $526.6K | 0.28% | +7,598 | New |
| O'Dell Group, LLC | 7,628 | $528.7K | 0.17% | −238−3.0% | Reduced |
| Castle Rock Wealth Management, LLC | 7,784 | $529.4K | 0.19% | +1,111+16.6% | Added |
| Wealth Architects, LLC | 7,646 | $529.9K | 0.09% | +233+3.1% | Added |
| Soltis Investment Advisors LLC | 7,660 | $530.9K | 0.07% | +93+1.2% | Added |
| Greytown Advisors Inc. | 7,692 | $533.1K | 0.28% | −96−1.2% | Reduced |
| Pure Financial Advisors, Inc. | 7,697 | $533.5K | 0.02% | +903+13.3% | Added |
| Legacy Financial Advisors, Inc. | 7,726 | $535.5K | 0.11% | +283+3.8% | Added |
| Blue Fin Capital, Inc. | 8,029 | $536.5K | 0.17% | −249−3.0% | Reduced |
| Clear Street Markets LLC | 7,770 | $539.0K | 0.15% | −43,459−84.8% | Reduced |
| Albert D Mason Inc | 7,775 | $539.0K | 0.37% | −310−3.8% | Reduced |
| Farmers Trust Co | 7,791 | $540.0K | 0.12% | −125−1.6% | Reduced |
| Ignite Planners, LLC | 7,686 | $540.1K | 0.22% | +587+8.3% | Added |
| Signet Investment Advisory Group, Inc. | 7,797 | $540.4K | 0.37% | −5−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,804 | $540.9K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7,810 | $541.3K | 0.07% | −190−2.4% | Reduced |
| MTM Financial Group, LLC | 7,823 | $542.2K | 0.48% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 7,846 | $543.8K | 0.09% | +11+0.1% | Added |
| Townsend Asset Management Corp | 7,860 | $544.8K | 0.28% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 7,869 | $545.0K | 0.04% | −907−10.3% | Reduced |
| Horst & Graben Wealth Management LLC | 7,865 | $545.0K | 0.14% | +57+0.7% | Added |
| Peachtree Investment Partners, LLC | 7,864 | $545.1K | 0.34% | −751−8.7% | Reduced |
| Old Mission Investment Co LLC | 7,884 | $546.5K | 0.21% | −18−0.2% | Reduced |
| Hemenway Trust Co LLC | 7,900 | $547.5K | 0.06% | −75−0.9% | Reduced |
| Levy Wealth Management Group, LLC | 7,901 | $547.6K | 0.17% | +53+0.7% | Added |
| Regatta Capital Group, LLC | 7,617 | $548.1K | 0.20% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 7,908 | $548.1K | 0.24% | +34+0.4% | Added |
| Rosenbaum Jay D. | 7,931 | $549.7K | 1.01% | +1,970+33.0% | Added |
| HC Advisors, LLC | 7,943 | $550.5K | 0.34% | +122+1.6% | Added |
| State of Wyoming | 7,944 | $550.6K | 0.18% | −181−2.2% | Reduced |
| Financial Architects, Inc | 7,979 | $553.0K | 0.09% | −226−2.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,980 | $553.1K | 0.03% | +158+2.0% | Added |
| RB Capital Management, LLC | 7,984 | $553.4K | 0.18% | +726+10.0% | Added |
| First Foundation Advisors | 8,032 | $556.7K | 0.03% | −147−1.8% | Reduced |
| Central Bank & Trust Co | 8,032 | $556.7K | 0.10% | −1,197−13.0% | Reduced |
| Wall Street Access Asset Management, LLC | 8,033 | $556.8K | 0.37% | +3,200+66.2% | Added |
| Dearborn Partners LLC | 8,034 | $556.8K | 0.02% | −1,500−15.7% | Reduced |
| Oxford Financial Group Ltd | 8,040 | $557.3K | 0.06% | +698+9.5% | Added |
| Summit Asset Management, LLC | 8,051 | $558.0K | 0.15% | +10.0% | Added |
| Cohen Investment Advisors LLC | 8,053 | $558.2K | 0.44% | +476+6.3% | Added |
| Grace & White Inc | 8,073 | $559.5K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8,087 | $560.5K | 0.31% | +21+0.3% | Added |
| Burns Matteson Capital Management, LLC | 8,089 | $560.7K | 0.36% | −634−7.3% | Reduced |
| Northstar Group, Inc. | 8,090 | $560.8K | 0.14% | −126−1.5% | Reduced |
| Linker Capital Management Inc. | 8,101 | $561.0K | 0.62% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,096 | $561.1K | 0.10% | −507−5.9% | Reduced |
| Geller Advisors LLC | 8,117 | $562.6K | 0.08% | +1,330+19.6% | Added |
| First Citizens Bank & Trust Co | 8,118 | $562.7K | 0.01% | −302−3.6% | Reduced |
| Grandview Asset Management LLC | 8,156 | $565.0K | 0.33% | −757−8.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 8,217 | $569.0K | 0.01% | −1,931−19.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,220 | $569.7K | 0.09% | −183−2.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,233 | $570.6K | 0.15% | +283+3.6% | Added |
| O'Rourke & Company, Inc | 8,249 | $572.0K | 0.44% | −758−8.4% | Reduced |
| Tradition Wealth Management, LLC | 8,280 | $574.0K | 0.07% | +2,493+43.1% | Added |
| Tempus Wealth Planning, LLC | 8,298 | $575.1K | 0.28% | −1,090−11.6% | Reduced |
| CNB Bank | 8,300 | $575.3K | 0.35% | −150−1.8% | Reduced |
| Roof Eidam & Maycock | 8,300 | $575.3K | 0.21% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,312 | $576.1K | 0.07% | +20.0% | Added |
| Drive Wealth Management, LLC | 8,313 | $576.2K | 0.24% | +811+10.8% | Added |
| Widmann Financial Services, Inc. | 8,316 | $576.4K | 0.58% | −150−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,333 | $577.6K | 0.28% | −260−3.0% | Reduced |
| SkyView Investment Advisors, LLC | 8,333 | $578.0K | 0.14% | +207+2.5% | Added |
| MJP Associates Inc | 8,346 | $578.5K | 0.18% | −25−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 8,375 | $580.0K | 0.05% | +1,185+16.5% | Added |
| Cedar Brook Financial Partners, LLC | 8,371 | $580.2K | 0.15% | +1,451+21.0% | Added |
| Cornerstone Capital, Inc. | 8,385 | $581.2K | 0.07% | −115−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,404 | $582.0K | 0.48% | +401+5.0% | Added |
| Echo Street Capital Management LLC | 8,417 | $583.4K | 0.01% | −9,768−53.7% | Reduced |
| Puzo Michael J | 8,450 | $585.7K | 0.20% | −610−6.7% | Reduced |
| MQS Management LLC | 8,450 | $585.7K | 0.38% | −1,859−18.0% | Reduced |
| Hyperion Partners, LLC | 8,462 | $586.5K | 0.53% | +27+0.3% | Added |
| Day & Ennis, LLC | 8,505 | $589.5K | 0.22% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 8,527 | $591.0K | 0.13% | +578+7.3% | Added |
| LCNB Corp | 8,562 | $593.4K | 0.27% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,603 | $596.3K | 0.07% | −662−7.1% | Reduced |
| Wedgewood Investors Inc | 8,615 | $597.1K | 0.78% | −55−0.6% | Reduced |
| Powell Investment Advisors, LLC | 8,653 | $599.7K | 0.33% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,657 | $600.0K | 0.37% | +333+4.0% | Added |
| Lynch & Associates | 8,690 | $602.3K | 0.16% | −176−2.0% | Reduced |
| Plancorp, LLC | 8,698 | $602.9K | 0.03% | +38+0.4% | Added |
| Gould Asset Management LLC | 8,705 | $603.3K | 0.17% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,708 | $603.5K | 0.17% | +102+1.2% | Added |
| One Capital Management, LLC | 8,708 | $603.6K | 0.03% | −182−2.0% | Reduced |
| Trustco Bank Corp N Y | 8,713 | $603.9K | 0.66% | −134−1.5% | Reduced |
| Convergence Investment Partners, LLC | 8,722 | $604.0K | 0.36% | −103−1.2% | Reduced |
| Peddock Capital Advisors, LLC | 8,731 | $605.1K | 0.21% | −14−0.2% | Reduced |
| Shufro Rose & Co LLC | 8,760 | $607.2K | 0.06% | −1,356−13.4% | Reduced |
| Krane Funds Advisors LLC | 8,695 | $609.0K | 0.03% | −183−2.1% | Reduced |
| Winton Group Ltd | 8,793 | $609.4K | 0.04% | −31,172−78.0% | Reduced |
| Bill Few Associates, Inc. | 8,829 | $611.9K | 0.34% | +800+10.0% | Added |
| Appleton Partners Inc | 8,835 | $612.0K | 0.05% | +241+2.8% | Added |
| IVC Wealth Advisors LLC | 8,851 | $613.5K | 0.43% | −128−1.4% | Reduced |
| BSW Wealth Partners | 8,851 | $613.5K | 0.13% | +334+3.9% | Added |
| Hillsdale Investment Management Inc. | 8,854 | $613.7K | 0.05% | −100−1.1% | Reduced |
| Colonial Trust Advisors | 8,880 | $615.5K | 0.07% | +2,979+50.5% | Added |