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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 169,240 | $11.7M | 0.16% | +90,239+114.2% | Added |
| Daiwa Securities Group Inc. | 168,987 | $11.7M | 0.08% | +11,115+7.0% | Added |
| Maryland State Retirement & Pension System | 168,612 | $11.7M | 0.26% | +1,095+0.7% | Added |
| Kestra Advisory Services, LLC | 168,429 | $11.7M | 0.13% | −51,025−23.3% | Reduced |
| CIBC World Markets Corp | 168,363 | $11.7M | 0.19% | −134,100−44.3% | Reduced |
| Wintrust Investments LLC | 168,170 | $11.7M | 1.49% | +27,173+19.3% | Added |
| Kentucky Retirement Systems | 168,110 | $11.7M | 0.43% | +233+0.1% | Added |
| Bollard Group LLC | 167,088 | $11.6M | 0.42% | +887+0.5% | Added |
| Elo Mutual Pension Insurance Co | 164,219 | $11.4M | 0.36% | −1,078−0.7% | Reduced |
| Cullinan Associates Inc | 163,822 | $11.4M | 0.66% | +38,134+30.3% | Added |
| Welch & Forbes LLC | 162,991 | $11.3M | 0.19% | −5,015−3.0% | Reduced |
| Cutler Investment Counsel LLC | 162,659 | $11.3M | 1.75% | +840+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 162,063 | $11.2M | 0.20% | −9,311−5.4% | Reduced |
| Torray LLC | 161,134 | $11.2M | 2.00% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 160,742 | $11.1M | 2.12% | −1,720−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 159,365 | $11.0M | 1.26% | −253−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 158,174 | $11.0M | 0.46% | +35,074+28.5% | Added |
| Neville Rodie & Shaw Inc | 157,590 | $10.9M | 0.99% | +2,458+1.6% | Added |
| Farmers & Merchants Investments Inc | 157,204 | $10.9M | 0.43% | +851+0.5% | Added |
| F&V Capital Management, LLC | 157,098 | $10.9M | 3.61% | +6,755+4.5% | Added |
| Ci Investments Inc. | 156,181 | $10.8M | 0.05% | −4,842−3.0% | Reduced |
| Bank of Nova Scotia | 156,165 | $10.8M | 0.03% | −49,369−24.0% | Reduced |
| Belpointe Asset Management LLC | 155,318 | $10.8M | 0.58% | +5,030+3.3% | Added |
| Financial Counselors Inc | 155,235 | $10.8M | 0.23% | −298−0.2% | Reduced |
| Heritage Investors Management Corp | 155,200 | $10.8M | 0.46% | −514−0.3% | Reduced |
| Calamos Wealth Management LLC | 155,023 | $10.7M | 0.84% | −21,344−12.1% | Reduced |
| Atria Investments LLC | 152,877 | $10.6M | 0.20% | +19,862+14.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 152,688 | $10.6M | 0.28% | −95,532−38.5% | Reduced |
| First National Bank of Omaha | 152,310 | $10.6M | 0.64% | +15,594+11.4% | Added |
| Tamar Securities, LLC | 150,215 | $10.4M | 2.99% | +13,665+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 149,745 | $10.4M | 0.17% | −21,893−12.8% | Reduced |
| Flputnam Investment Management Co | 149,064 | $10.3M | 0.34% | −8,562−5.4% | Reduced |
| Woodstock Corp | 149,041 | $10.3M | 1.32% | +93+0.1% | Added |
| Wright Investors Service Inc | 147,551 | $10.2M | 2.91% | −4,257−2.8% | Reduced |
| Umb Bank N A | 146,619 | $10.2M | 0.16% | −1,706−1.2% | Reduced |
| Forbes J M & Co LLP | 145,632 | $10.1M | 1.38% | +3,864+2.7% | Added |
| Goelzer Investment Management, Inc. | 145,451 | $10.1M | 0.88% | +16,896+13.1% | Added |
| Tufton Capital Management | 145,402 | $10.1M | 2.18% | −907−0.6% | Reduced |
| South Dakota Investment Council | 145,317 | $10.1M | 0.21% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 143,578 | $9.95M | 0.31% | +10,281+7.7% | Added |
| Thompson Siegel & Walmsley LLC | 143,454 | $9.94M | 0.16% | +21,550+17.7% | Added |
| Sit Investment Associates Inc | 142,670 | $9.89M | 0.27% | −1,710−1.2% | Reduced |
| Jane Street Group, LLC | 142,286 | $9.86M | 0.02% | −408,463−74.2% | Reduced |
| Mengis Capital Management, Inc. | 142,244 | $9.86M | 2.08% | −4,410−3.0% | Reduced |
| CIBC World Markets Inc. | 142,110 | $9.85M | 0.04% | −11,869−7.7% | Reduced |
| Investment Management Corp of Ontario | 141,969 | $9.84M | 0.41% | +35,689+33.6% | Added |
| Te Ahumairangi Investment Management Ltd | 140,777 | $9.76M | 1.40% | +15,865+12.7% | Added |
| Norinchukin Bank, The | 140,743 | $9.75M | 0.19% | +4,118+3.0% | Added |
| Vident Investment Advisory, LLC | 139,151 | $9.64M | 0.31% | +48,888+54.2% | Added |
| Baader Bank INC | 139,001 | $9.63M | 0.72% | +394+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 138,492 | $9.60M | 0.15% | −1,555−1.1% | Reduced |
| Louisiana State Employees Retirement System | 138,200 | $9.58M | 0.24% | +800+0.6% | Added |
| Andra AP-fonden | 138,100 | $9.57M | 0.25% | +16,400+13.5% | Added |
| Shell Asset Management Co | 137,409 | $9.52M | 0.40% | −7,935−5.5% | Reduced |
| Private Asset Management Inc | 137,335 | $9.52M | 1.57% | −4,414−3.1% | Reduced |
| Transform Wealth, LLC | 135,820 | $9.41M | 0.89% | +4,174+3.2% | Added |
| Greenwood Capital Associates LLC | 133,181 | $9.23M | 1.33% | +11,968+9.9% | Added |
| Gamco Investors, Inc. Et Al | 133,057 | $9.22M | 0.10% | −2,287−1.7% | Reduced |
| Azimuth Capital Investment Management LLC | 133,017 | $9.22M | 0.45% | −1,085−0.8% | Reduced |
| California First Leasing Corp | 132,800 | $9.20M | 6.15% | 00.0% | Unchanged |
| Tiaa, FSB | 131,884 | $9.14M | 0.03% | −6,579−4.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 130,202 | $9.02M | 0.09% | −196,475−60.1% | Reduced |
| Transcend Wealth Collective, LLC | 129,125 | $8.95M | 0.93% | +398+0.3% | Added |
| Raymond James Trust N.A. | 128,224 | $8.89M | 0.28% | −1,036−0.8% | Reduced |
| Parsons Capital Management Inc | 127,878 | $8.86M | 0.71% | +4,179+3.4% | Added |
| Edgar Lomax Co | 127,765 | $8.86M | 0.57% | −25,750−16.8% | Reduced |
| Martin Investment Management, LLC | 127,762 | $8.86M | 2.55% | +9,607+8.1% | Added |
| American Assets Investment Management, LLC | 127,000 | $8.80M | 1.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 126,716 | $8.78M | 0.05% | +5,593+4.6% | Added |
| Jacobs & Co | 125,574 | $8.70M | 1.07% | +2,641+2.1% | Added |
| Johnson Investment Counsel Inc | 125,320 | $8.69M | 0.12% | +611+0.5% | Added |
| Rockland Trust Co | 123,518 | $8.56M | 0.54% | +2,284+1.9% | Added |
| Claret Asset Management Corp | 123,485 | $8.56M | 1.69% | +28,258+29.7% | Added |
| Cookson Peirce & Co Inc | 122,604 | $8.50M | 0.54% | +1,147+0.9% | Added |
| Sandy Spring Bank | 121,822 | $8.44M | 0.48% | −1,689−1.4% | Reduced |
| Ethic Inc. | 121,524 | $8.42M | 0.34% | +25,385+26.4% | Added |
| Exchange Traded Concepts, LLC | 120,987 | $8.39M | 0.23% | −62,016−33.9% | Reduced |
| Voloridge Investment Management, LLC | 120,914 | $8.38M | 0.04% | −194,105−61.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 120,906 | $8.38M | 0.88% | 00.0% | Unchanged |
| Marathon Capital Management | 120,485 | $8.35M | 2.05% | +19,228+19.0% | Added |
| Canal Insurance CO | 120,000 | $8.32M | 2.26% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 119,805 | $8.30M | 0.33% | +10,255+9.4% | Added |
| JustInvest LLC | 119,409 | $8.28M | 0.29% | −2,866−2.3% | Reduced |
| Advisory Services Network, LLC | 119,149 | $8.26M | 0.23% | +6,012+5.3% | Added |
| Cetera Advisors LLC | 118,229 | $8.19M | 0.14% | −4,620−3.8% | Reduced |
| BancorpSouth Bank | 117,672 | $8.16M | 0.75% | +647+0.6% | Added |
| Romano Brothers and Company | 117,909 | $8.15M | 1.26% | −416−0.4% | Reduced |
| Clearbridge Investments, LLC | 116,787 | $8.09M | 0.01% | −2,716−2.3% | Reduced |
| Biondo Investment Advisors, LLC | 116,318 | $8.06M | 1.63% | +510+0.4% | Added |
| Annex Advisory Services, LLC | 116,243 | $8.06M | 0.43% | +38,158+48.9% | Added |
| WealthTrust Axiom LLC | 115,935 | $8.04M | 2.74% | −474−0.4% | Reduced |
| Banque Cantonale Vaudoise | 115,695 | $8.02M | 0.39% | +8,635+8.1% | Added |
| Employees Provident Fund Board | 115,409 | $8.00M | 0.21% | +115,409 | New |
| Boston Private Wealth LLC | 114,634 | $7.95M | 0.11% | −8,773−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 114,618 | $7.94M | 0.12% | −106,082−48.1% | Reduced |
| Intact Investment Management Inc. | 114,500 | $7.94M | 0.33% | −74,500−39.4% | Reduced |
| Biechele Royce Advisors | 114,363 | $7.93M | 2.95% | −5,109−4.3% | Reduced |
| PGGM Investments | 114,073 | $7.91M | 0.13% | −34,288−23.1% | Reduced |
| Northern Oak Wealth Management Inc | 113,464 | $7.86M | 0.94% | +5,346+4.9% | Added |
| Silvercrest Asset Management Group LLC | 113,186 | $7.84M | 0.06% | −739−0.6% | Reduced |