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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 313,115 | $21.7M | 0.78% | −7,104−2.2% | Reduced |
| First National Trust Co | 312,237 | $21.6M | 1.15% | +2,260+0.7% | Added |
| Grimes & Company, Inc. | 309,865 | $21.5M | 0.88% | +11,672+3.9% | Added |
| KLCM Advisors, Inc. | 306,884 | $21.3M | 4.22% | +7,054+2.4% | Added |
| D.A. Davidson & Co. | 304,707 | $21.1M | 0.24% | +10,382+3.5% | Added |
| Argent Capital Management LLC | 297,039 | $20.6M | 0.71% | +324+0.1% | Added |
| Systematic Alpha Investments, LLC | 296,292 | $20.5M | 1.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 295,376 | $20.5M | 0.20% | −7,505−2.5% | Reduced |
| Close Asset Management Ltd | 291,738 | $20.2M | 1.00% | +16,510+6.0% | Added |
| Capital International Sarl | 289,674 | $20.1M | 1.01% | +170,811+143.7% | Added |
| Yousif Capital Management, LLC | 286,754 | $19.9M | 0.26% | −54,604−16.0% | Reduced |
| ClariVest Asset Management LLC | 285,248 | $19.8M | 0.88% | −12,607−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 280,011 | $19.4M | 0.41% | −80,695−22.4% | Reduced |
| Erste Asset Management GmbH | 274,996 | $18.8M | 0.36% | +7,615+2.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 270,609 | $18.8M | 0.69% | +5,633+2.1% | Added |
| Capital Investment Advisors, LLC | 269,522 | $18.7M | 0.55% | +9,554+3.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 269,064 | $18.6M | 1.00% | −127,909−32.2% | Reduced |
| Davenport & Co LLC | 266,929 | $18.5M | 0.15% | −6,145−2.3% | Reduced |
| Kornitzer Capital Management Inc | 264,566 | $18.3M | 0.37% | −168−0.1% | Reduced |
| Pinnacle Associates Ltd | 264,516 | $18.3M | 0.37% | −890−0.3% | Reduced |
| Element Capital Management LLC | 262,741 | $18.2M | 1.37% | +262,741 | New |
| Woodline Partners LP | 261,613 | $18.1M | 0.26% | +2,943+1.1% | Added |
| Xponance, Inc. | 259,024 | $18.0M | 0.26% | +5,329+2.1% | Added |
| Cantor Fitzgerald, L. P. | 258,623 | $17.9M | 0.38% | −574−0.2% | Reduced |
| Caption Management, LLC | 258,200 | $17.9M | 3.83% | +32,350+14.3% | Added |
| Terril Brothers, Inc. | 256,487 | $17.8M | 8.35% | −7,443−2.8% | Reduced |
| Nissay Asset Management Corp | 255,725 | $17.7M | 0.16% | −10,465−3.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 255,283 | $17.7M | 1.15% | +5,805+2.3% | Added |
| Brown Advisory Inc | 251,886 | $17.5M | 0.03% | +1,725+0.7% | Added |
| Czech National Bank | 250,473 | $17.4M | 0.43% | +1,520+0.6% | Added |
| Guinness Asset Management LTD | 250,104 | $17.3M | 0.44% | +287+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 248,084 | $17.2M | 0.27% | −104,932−29.7% | Reduced |
| Telos Capital Management, Inc. | 246,275 | $17.1M | 2.38% | +6,639+2.8% | Added |
| Prudential PLC | 244,450 | $16.9M | 0.20% | −8,240−3.3% | Reduced |
| Summit Global Investments | 243,400 | $16.9M | 1.30% | +6,296+2.7% | Added |
| McGowan Group Asset Management, Inc. | 241,472 | $16.7M | 2.66% | −2,051−0.8% | Reduced |
| Loews Corp | 240,000 | $16.6M | 0.17% | +70,000+41.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 239,065 | $16.6M | 1.26% | −955−0.4% | Reduced |
| Cetera Advisor Networks LLC | 236,551 | $16.4M | 0.12% | +8,423+3.7% | Added |
| Oppenheimer & Co Inc | 234,964 | $16.3M | 0.35% | +1,720+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 234,262 | $16.2M | 1.42% | −8,971−3.7% | Reduced |
| Public Sector Pension Investment Board | 233,922 | $16.2M | 0.12% | −621,239−72.6% | Reduced |
| Arnhold LLC | 233,661 | $16.2M | 1.84% | +4,610+2.0% | Added |
| Bailard, Inc. | 228,742 | $15.9M | 0.57% | +4,231+1.9% | Added |
| Huntington National Bank | 228,166 | $15.8M | 0.16% | −19,578−7.9% | Reduced |
| Crossmark Global Holdings, Inc. | 226,846 | $15.7M | 0.37% | +12,225+5.7% | Added |
| Central Trust Co | 226,628 | $15.7M | 0.46% | +2,010+0.9% | Added |
| Busey Wealth Management | 224,858 | $15.6M | 0.66% | +8,232+3.8% | Added |
| Osher Van de Voorde Investment Management | 221,923 | $15.4M | 4.27% | −2,955−1.3% | Reduced |
| North Growth Management Ltd. | 220,000 | $15.2M | 3.25% | −3,000−1.3% | Reduced |
| Hyman Charles D | 217,869 | $15.1M | 1.01% | −1,350−0.6% | Reduced |
| Partners Capital Investment Group, LLP | 216,298 | $15.0M | 0.64% | +38,887+21.9% | Added |
| Mayflower Financial Advisors, LLC | 215,130 | $14.9M | 1.96% | −1,238−0.6% | Reduced |
| National Asset Management, Inc. | 214,772 | $14.9M | 0.40% | +3,684+1.7% | Added |
| Abner Herrman & Brock LLC | 213,784 | $14.8M | 2.24% | −5,673−2.6% | Reduced |
| Colony Group LLC | 213,324 | $14.8M | 0.22% | −18,318−7.9% | Reduced |
| Bourne Lent Asset Management Inc | 211,053 | $14.6M | 5.53% | −600−0.3% | Reduced |
| Davidson Investment Advisors | 210,710 | $14.6M | 0.96% | +20,614+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 208,742 | $14.5M | 0.02% | −3,109−1.5% | Reduced |
| Community Bank, N.A. | 208,255 | $14.4M | 1.95% | +1,862+0.9% | Added |
| Payden & Rygel | 207,740 | $14.4M | 0.85% | −235,320−53.1% | Reduced |
| McRae Capital Management Inc | 207,395 | $14.4M | 4.14% | +120+0.1% | Added |
| TD Waterhouse Canada Inc. | 189,476 | $14.3M | 0.15% | −5,673−2.9% | Reduced |
| Northwest & Ethical Investments L.P. | 204,772 | $14.2M | 0.47% | +50,014+32.3% | Added |
| Nepsis, Inc. | 204,614 | $14.2M | 4.72% | +20,492+11.1% | Added |
| Fisher Asset Management, LLC | 204,252 | $14.2M | 0.01% | +5,512+2.8% | Added |
| Ziegler Capital Management, LLC | 203,137 | $14.1M | 0.56% | −1,770−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 202,576 | $14.0M | 0.21% | +8,947+4.6% | Added |
| Stratos Wealth Partners, LTD. | 201,616 | $14.0M | 0.37% | −7,841−3.7% | Reduced |
| Chartwell Investment Partners, LLC | 201,362 | $14.0M | 0.53% | +5,917+3.0% | Added |
| Advisors Capital Management, LLC | 196,294 | $13.6M | 0.35% | +11,253+6.1% | Added |
| Capital Management Corp | 194,399 | $13.5M | 3.09% | +36,202+22.9% | Added |
| Rafferty Asset Management, LLC | 194,239 | $13.5M | 0.09% | +7,532+4.0% | Added |
| Strategic Global Advisors, LLC | 194,035 | $13.4M | 2.16% | −16,759−8.0% | Reduced |
| British Columbia Investment Management Corp | 190,086 | $13.2M | 0.14% | +600+0.3% | Added |
| Evergreen Capital Management LLC | 190,039 | $13.2M | 0.59% | +4,281+2.3% | Added |
| Fiduciary Trust Co | 189,640 | $13.1M | 0.24% | +4,790+2.6% | Added |
| Associated Banc-Corp | 189,346 | $13.1M | 0.53% | −60.0% | Reduced |
| AE Wealth Management LLC | 188,242 | $13.0M | 0.08% | −5,220−2.7% | Reduced |
| Parsec Financial Management, Inc. | 187,426 | $13.0M | 0.55% | −22,517−10.7% | Reduced |
| Skylands Capital, LLC | 187,025 | $13.0M | 1.90% | +71,800+62.3% | Added |
| Wealthfront Advisers LLC | 183,988 | $12.8M | 0.06% | −60,632−24.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 182,553 | $12.7M | 0.23% | +7,783+4.5% | Added |
| CCM Investment Advisers LLC | 182,262 | $12.6M | 1.79% | +28,911+18.9% | Added |
| Jefferies Financial Group Inc. | 181,993 | $12.6M | 0.27% | +122,993+208.5% | Added |
| Securian Asset Management, Inc | 180,488 | $12.5M | 0.33% | +747+0.4% | Added |
| Hartford Investment Management Co | 180,244 | $12.5M | 0.43% | +25,547+16.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 179,291 | $12.4M | 2.80% | −90−0.1% | Reduced |
| Bokf, NA | 177,328 | $12.3M | 0.26% | +21,191+13.6% | Added |
| Cetera Investment Advisers | 175,555 | $12.2M | 0.11% | +8,074+4.8% | Added |
| Cna Financial Corp | 175,000 | $12.1M | 7.32% | +5,000+2.9% | Added |
| Aristotle Atlantic Partners, LLC | 174,725 | $12.1M | 0.62% | +981+0.6% | Added |
| Vestcor Inc | 173,049 | $12.0M | 0.44% | +85,470+97.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $11.9M | 0.16% | −38,000−18.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 171,649 | $11.9M | 0.41% | −950−0.6% | Reduced |
| Stansberry Asset Management, LLC | 171,066 | $11.9M | 2.30% | −9,680−5.4% | Reduced |
| Stack Financial Management, Inc | 170,932 | $11.8M | 1.44% | +170,932 | New |
| Capital International Ltd | 170,522 | $11.8M | 0.71% | +32,222+23.3% | Added |
| Old National Bancorp | 170,012 | $11.8M | 0.36% | +1,127+0.7% | Added |
| Shelton Capital Management | 169,802 | $11.8M | 0.49% | +134,002+374.3% | Added |