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 |
|---|---|---|---|---|---|
| McGuire Investment Group, LLC | 113,060 | $7.84M | 1.56% | −5,396−4.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 113,017 | $7.83M | 1.44% | −1,476−1.3% | Reduced |
| FORA Capital, LLC | 112,781 | $7.82M | 0.78% | +103,336+1,094.1% | Added |
| Brown Brothers Harriman & Co | 112,509 | $7.80M | 0.07% | −3,836−3.3% | Reduced |
| Scotia Capital Inc. | 112,342 | $7.79M | 0.06% | +8,900+8.6% | Added |
| Assetmark, Inc | 111,787 | $7.75M | 0.03% | +26,270+30.7% | Added |
| Arcadia Investment Management Corp | 111,590 | $7.73M | 1.68% | +10,490+10.4% | Added |
| Whittier Trust Co | 111,323 | $7.72M | 0.14% | +1,392+1.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,848 | $7.68M | 0.36% | +2,852+2.6% | Added |
| GAM Holding AG | 110,508 | $7.66M | 0.53% | +1,118+1.0% | Added |
| LaFleur & Godfrey LLC | 110,491 | $7.66M | 1.26% | −89−0.1% | Reduced |
| Grassi Investment Management | 110,260 | $7.64M | 0.95% | +1,700+1.6% | Added |
| Trust Co of Vermont | 110,010 | $7.62M | 0.53% | +2,794+2.6% | Added |
| Kestra Private Wealth Services, LLC | 109,929 | $7.62M | 0.30% | +17,656+19.1% | Added |
| Cypress Capital Group | 109,301 | $7.58M | 1.16% | −8,367−7.1% | Reduced |
| Salem Investment Counselors Inc | 108,998 | $7.55M | 0.30% | +10,714+10.9% | Added |
| SFE Investment Counsel | 110,470 | $7.52M | 2.33% | +3,795+3.6% | Added |
| Glenview Trust Co | 108,365 | $7.51M | 0.22% | −490−0.5% | Reduced |
| Ostrum Asset Management | 107,570 | $7.46M | 0.65% | +107,570 | New |
| Hoylecohen, LLC | 107,451 | $7.45M | 0.69% | −113−0.1% | Reduced |
| Stephens Inc | 107,423 | $7.45M | 0.14% | −55,235−34.0% | Reduced |
| Signaturefd, LLC | 106,761 | $7.40M | 0.20% | +59,528+126.0% | Added |
| London Co of Virginia | 106,499 | $7.38M | 0.04% | −5,897−5.2% | Reduced |
| Advocate Group LLC | 106,392 | $7.37M | 1.61% | +1,333+1.3% | Added |
| Moors & Cabot, Inc. | 106,059 | $7.35M | 0.51% | +1,855+1.8% | Added |
| Patten & Patten Inc | 105,987 | $7.35M | 0.65% | +313+0.3% | Added |
| Stockman Wealth Management, Inc. | 105,697 | $7.33M | 1.64% | +1,374+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 105,175 | $7.29M | 0.52% | +2,562+2.5% | Added |
| Chemung Canal Trust Co | 103,515 | $7.17M | 1.65% | −392−0.4% | Reduced |
| Aaron Wealth Advisors | 102,621 | $7.11M | 0.98% | −1,864−1.8% | Reduced |
| Socorro Asset Management LP | 102,228 | $7.09M | 3.13% | +6,337+6.6% | Added |
| Griffin Asset Management, Inc. | 101,042 | $7.00M | 0.98% | −108−0.1% | Reduced |
| TownSquare Capital, LLC | 100,771 | $6.98M | 0.15% | +5,519+5.8% | Added |
| Capstone Investment Advisors, LLC | 99,881 | $6.92M | 0.21% | +93,396+1,440.2% | Added |
| XML Financial, LLC | 99,746 | $6.91M | 0.84% | +1,002+1.0% | Added |
| Freemont Management S.A. | 99,700 | $6.91M | 1.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 99,437 | $6.89M | 0.41% | +47,577+91.7% | Added |
| Cubist Systematic Strategies, LLC | 99,168 | $6.87M | 0.06% | −329,308−76.9% | Reduced |
| Argent Trust Co | 99,074 | $6.87M | 0.43% | +2,991+3.1% | Added |
| CX Institutional | 98,465 | $6.85M | 0.36% | +82,297+509.0% | Added |
| Motco | 98,846 | $6.85M | 0.46% | +2,435+2.5% | Added |
| La Banque Postale Asset Management SA | 98,825 | $6.85M | 0.17% | −4,550−4.4% | Reduced |
| New Mexico Educational Retirement Board | 98,434 | $6.82M | 0.34% | −3,100−3.1% | Reduced |
| First Horizon Advisors, Inc. | 98,289 | $6.81M | 0.24% | +8,325+9.3% | Added |
| Hantz Financial Services, Inc. | 98,251 | $6.81M | 0.19% | +1,332+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 96,935 | $6.72M | 0.25% | −1,830−1.9% | Reduced |
| Bryn Mawr Trust Co | 96,626 | $6.70M | 0.30% | −1,196−1.2% | Reduced |
| Toth Financial Advisory Corp | 96,496 | $6.69M | 1.04% | −4,648−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 95,949 | $6.65M | 0.08% | +95,949 | New |
| E. Ohman J:or Asset Management AB | 95,800 | $6.64M | 0.26% | +4,300+4.7% | Added |
| Metropolitan Life Insurance Co | 95,099 | $6.59M | 0.34% | −22,883−19.4% | Reduced |
| Callahan Advisors, LLC | 94,869 | $6.58M | 0.85% | −3,912−4.0% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $6.57M | 1.60% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 94,490 | $6.55M | 0.48% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 94,206 | $6.53M | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 93,928 | $6.51M | 1.03% | +22,973+32.4% | Added |
| Scott & Selber, Inc. | 92,422 | $6.41M | 2.73% | +101+0.1% | Added |
| Gotham Asset Management, LLC | 91,846 | $6.37M | 0.15% | −92,512−50.2% | Reduced |
| Advisors Asset Management, Inc. | 91,491 | $6.34M | 0.13% | −2,615−2.8% | Reduced |
| Assenagon Asset Management S.A. | 91,115 | $6.32M | 0.02% | +5,406+6.3% | Added |
| Eagle Rock Investment Company, LLC | 90,912 | $6.30M | 1.45% | −768−0.8% | Reduced |
| Alps Advisors Inc | 90,884 | $6.30M | 0.06% | −2,656−2.8% | Reduced |
| Brinker Capital Investments, LLC | 90,604 | $6.28M | 0.08% | +20,956+30.1% | Added |
| Orion Portfolio Solutions, LLC | 90,604 | $6.28M | 0.08% | +69,485+329.0% | Added |
| Tower Bridge Advisors | 90,327 | $6.26M | 0.51% | −372−0.4% | Reduced |
| Searle & Co. | 93,256 | $6.23M | 2.04% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 89,397 | $6.20M | 2.90% | +1,155+1.3% | Added |
| Quantinno Capital Management LP | 89,305 | $6.19M | 0.41% | +4,762+5.6% | Added |
| KCM Investment Advisors LLC | 89,174 | $6.18M | 0.25% | +8,421+10.4% | Added |
| Metis Global Partners, LLC | 89,146 | $6.18M | 0.40% | +22,128+33.0% | Added |
| HGK Asset Management Inc | 88,262 | $6.12M | 1.90% | +15,120+20.7% | Added |
| Poehling Capital Management, LLC | 61,599 | $6.11M | 2.06% | +17,237+38.9% | Added |
| Edgestream Partners, L.P. | 87,991 | $6.10M | 0.67% | +83,105+1,700.9% | Added |
| Bradley Foster & Sargent Inc | 87,519 | $6.07M | 0.14% | +2,315+2.7% | Added |
| NBT Bank N A | 87,115 | $6.04M | 0.88% | −1,072−1.2% | Reduced |
| RSM US Wealth Management LLC | 86,624 | $6.00M | 0.21% | +76,245+734.6% | Added |
| Mechanics Bank Trust Department | 86,341 | $5.98M | 1.01% | −2,225−2.5% | Reduced |
| Howe & Rusling Inc | 86,307 | $5.98M | 0.71% | −278−0.3% | Reduced |
| Bogart Wealth, LLC | 86,257 | $5.98M | 0.40% | +7,593+9.7% | Added |
| Callodine Capital Management, LP | 85,000 | $5.89M | 1.74% | +5,000+6.3% | Added |
| Moreno Evelyn V | 84,974 | $5.89M | 1.33% | +8,657+11.3% | Added |
| Haverford Trust Co | 84,315 | $5.84M | 0.07% | −308−0.4% | Reduced |
| Twin Capital Management Inc | 84,014 | $5.82M | 0.80% | −10,392−11.0% | Reduced |
| BTC Capital Management, Inc. | 84,366 | $5.80M | 0.67% | +29,576+54.0% | Added |
| Stratos Wealth Advisors, LLC | 83,449 | $5.78M | 0.45% | +644+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 83,228 | $5.77M | 0.65% | +2,541+3.1% | Added |
| FAI Wealth Management | 83,127 | $5.76M | 5.23% | +85+0.1% | Added |
| Van Leeuwen & Company, LLC | 82,575 | $5.72M | 3.84% | −870−1.0% | Reduced |
| Wesleyan Assurance Society | 82,443 | $5.71M | 0.66% | 00.0% | Unchanged |
| Bessemer Group Inc | 82,247 | $5.70M | 0.01% | −7,781−8.6% | Reduced |
| Advisor Partners II, LLC | 82,125 | $5.69M | 0.31% | −2,837−3.3% | Reduced |
| Segall Bryant & Hamill, LLC | 81,769 | $5.67M | 0.06% | −700−0.8% | Reduced |
| New England Asset Management Inc | 81,531 | $5.65M | 0.84% | −4,865−5.6% | Reduced |
| Aquatic Capital Management LLC | 81,500 | $5.65M | 0.35% | −191,300−70.1% | Reduced |
| Hennessy Advisors Inc | 81,400 | $5.64M | 0.42% | −1,600−1.9% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.62M | 0.59% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 80,887 | $5.61M | 1.60% | −3,705−4.4% | Reduced |
| Sigma Planning Corp | 79,933 | $5.54M | 0.18% | −2,289−2.8% | Reduced |
| Welch Group, LLC | 79,161 | $5.49M | 0.32% | +3,655+4.8% | Added |
| Veritable, L.P. | 79,157 | $5.49M | 0.09% | +5,974+8.2% | Added |