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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 78,986 | $5.47M | 0.41% | −520−0.7% | Reduced |
| Kinneret Advisory, LLC | 78,913 | $5.47M | 0.71% | −4,240−5.1% | Reduced |
| Aviance Capital Partners, LLC | 78,861 | $5.47M | 1.22% | +528+0.7% | Added |
| Trustmark National Bank Trust Department | 78,662 | $5.45M | 0.50% | −26,251−25.0% | Reduced |
| Richard Bernstein Advisors LLC | 78,519 | $5.44M | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 78,042 | $5.41M | 0.33% | −8,836−10.2% | Reduced |
| Mairs & Power Inc | 78,025 | $5.41M | 0.06% | −1,082−1.4% | Reduced |
| Principal Street Partners, LLC | 77,945 | $5.40M | 1.37% | +2,222+2.9% | Added |
| Ieq Capital, LLC | 77,892 | $5.40M | 0.13% | +1,323+1.7% | Added |
| North Star Investment Management Corp. | 77,232 | $5.35M | 0.44% | +1,388+1.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 77,214 | $5.35M | 1.87% | −2,280−2.9% | Reduced |
| Edgewood Management LLC | 76,850 | $5.33M | 0.02% | −1,074−1.4% | Reduced |
| Apollon Wealth Management, LLC | 75,682 | $5.25M | 0.32% | +125+0.2% | Added |
| Clearstead Advisors, LLC | 75,661 | $5.24M | 0.38% | −102−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 75,654 | $5.24M | 0.43% | −867−1.1% | Reduced |
| Equitable Holdings, Inc. | 75,343 | $5.22M | 0.08% | +1,770+2.4% | Added |
| Canal Capital Management, LLC | 75,200 | $5.21M | 1.15% | +2,129+2.9% | Added |
| Lee Danner & Bass Inc | 75,050 | $5.20M | 0.48% | −190−0.3% | Reduced |
| Pettee Investors, Inc. | 74,831 | $5.19M | 2.48% | +350+0.5% | Added |
| Royal Fund Management, LLC | 74,591 | $5.17M | 0.78% | +9,966+15.4% | Added |
| Avantax Advisory Services, Inc. | 74,455 | $5.16M | 0.06% | +9,529+14.7% | Added |
| Boothbay Fund Management, LLC | 73,944 | $5.13M | 0.15% | +68,956+1,382.4% | Added |
| Argyle Capital Management Inc. | 73,708 | $5.11M | 1.80% | −366−0.5% | Reduced |
| Wasatch Advisors Inc | 73,375 | $5.09M | 0.03% | +10,000+15.8% | Added |
| Coldstream Capital Management Inc | 73,278 | $5.08M | 0.17% | +44,530+154.9% | Added |
| Viking Fund Management LLC | 73,000 | $5.06M | 0.97% | +33,000+82.5% | Added |
| SYSTM Wealth Solutions LLC | 72,978 | $5.06M | 0.78% | +16,536+29.3% | Added |
| Evercore Wealth Management, LLC | 72,868 | $5.05M | 0.10% | −2,071−2.8% | Reduced |
| Greenleaf Trust | 72,462 | $5.02M | 0.06% | +3,027+4.4% | Added |
| Cresset Asset Management, LLC | 71,812 | $4.98M | 0.10% | −298,605−80.6% | Reduced |
| Vinva Investment Management Ltd | 72,805 | $4.97M | 0.42% | +72,805 | New |
| LVW Advisors, LLC | 71,598 | $4.96M | 0.99% | +2,430+3.5% | Added |
| Kanawha Capital Management LLC | 71,542 | $4.96M | 0.48% | +126+0.2% | Added |
| Capula Management Ltd | 71,445 | $4.95M | 0.43% | −153,868−68.3% | Reduced |
| Rossmore Private Capital | 71,246 | $4.94M | 0.77% | +472+0.7% | Added |
| Benedict Financial Advisors Inc | 71,134 | $4.93M | 1.39% | +1,967+2.8% | Added |
| Eastover Investment Advisors LLC | 70,741 | $4.90M | 2.74% | +1,355+2.0% | Added |
| Demars Financial Group, LLC | 70,551 | $4.89M | 2.69% | +8,628+13.9% | Added |
| D L Carlson Investment Group Inc | 70,366 | $4.88M | 1.11% | −6,146−8.0% | Reduced |
| First Interstate Bank | 70,312 | $4.87M | 0.37% | +1,850+2.7% | Added |
| Wetherby Asset Management Inc | 69,631 | $4.83M | 0.28% | −4,836−6.5% | Reduced |
| Versant Capital Management, Inc | 69,426 | $4.81M | 1.62% | +918+1.3% | Added |
| Cohen Klingenstein LLC | 69,400 | $4.81M | 0.23% | 00.0% | Unchanged |
| Ossiam | 69,316 | $4.80M | 0.10% | −4,075−5.6% | Reduced |
| Sigma Investment Counselors Inc | 69,135 | $4.79M | 0.37% | +115+0.2% | Added |
| Ameritas Investment Partners, Inc. | 68,968 | $4.78M | 0.19% | +312+0.5% | Added |
| Gyroscope Capital Management Group, LLC | 68,754 | $4.77M | 1.21% | +1,997+3.0% | Added |
| Ferguson Wellman Capital Management, Inc | 68,695 | $4.76M | 0.12% | −10,707−13.5% | Reduced |
| First Hawaiian Bank | 68,269 | $4.73M | 0.16% | −669−1.0% | Reduced |
| Meritage Portfolio Management | 67,691 | $4.69M | 0.35% | +27,776+69.6% | Added |
| Am Investment Strategies LLC | 67,449 | $4.67M | 1.60% | −150.0% | Reduced |
| Delta Asset Management LLC | 67,314 | $4.67M | 0.49% | +2,993+4.7% | Added |
| Thompson Investment Management, Inc. | 67,288 | $4.66M | 0.79% | +4,365+6.9% | Added |
| Dean Investment Associates, LLC | 67,123 | $4.65M | 0.74% | +5,314+8.6% | Added |
| Sompo Asset Management Co., Ltd. | 67,120 | $4.65M | 0.98% | −1,090−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,062 | $4.65M | 0.05% | −30,574−31.3% | Reduced |
| Beacon Financial Group | 65,947 | $4.63M | 0.65% | −2,398−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 66,834 | $4.63M | 0.12% | +195+0.3% | Added |
| Rothschild Investment Corp | 66,633 | $4.62M | 0.40% | +151+0.2% | Added |
| Talbot Financial, LLC | 66,607 | $4.62M | 0.86% | +4,308+6.9% | Added |
| FourThought Financial Partners, LLC | 66,234 | $4.59M | 0.63% | +51,647+354.1% | Added |
| Pekin Hardy Strauss, Inc. | 66,144 | $4.58M | 0.71% | −86−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 65,926 | $4.57M | 0.28% | −5,560−7.8% | Reduced |
| Sawtooth Solutions, LLC | 65,627 | $4.55M | 0.12% | +36,410+124.6% | Added |
| Bleakley Financial Group, LLC | 65,535 | $4.54M | 0.15% | +9,310+16.6% | Added |
| Canandaigua National Bank & Trust Co | 65,215 | $4.52M | 0.76% | +65,215 | New |
| Wells Trecaso Financial Group, LLC | 65,190 | $4.52M | 2.09% | +851+1.3% | Added |
| EagleClaw Capital Managment, LLC | 65,182 | $4.52M | 1.07% | −190−0.3% | Reduced |
| Bard Financial Services, Inc. | 64,985 | $4.50M | 0.36% | −75−0.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 64,447 | $4.47M | 2.52% | −1,366−2.1% | Reduced |
| Parallel Advisors, LLC | 64,181 | $4.45M | 0.15% | −2,553−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 64,025 | $4.44M | 0.20% | −2,877−4.3% | Reduced |
| Oliver Luxxe Assets LLC | 64,021 | $4.44M | 1.17% | +1,607+2.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 63,751 | $4.42M | 2.53% | +919+1.5% | Added |
| Inlet Private Wealth, LLC | 63,627 | $4.41M | 1.15% | −231−0.4% | Reduced |
| Meridian Wealth Management, LLC | 63,581 | $4.41M | 0.38% | −2,624−4.0% | Reduced |
| Meeder Asset Management Inc | 63,239 | $4.38M | 0.35% | +10,243+19.3% | Added |
| Everence Capital Management Inc | 63,056 | $4.37M | 0.36% | −5,460−8.0% | Reduced |
| Sheets Smith Wealth Management | 61,984 | $4.30M | 0.66% | +316+0.5% | Added |
| Baldwin Investment Management, LLC | 61,417 | $4.26M | 0.76% | −1,971−3.1% | Reduced |
| Eqis Capital Management, Inc. | 61,410 | $4.26M | 0.48% | −1,476−2.3% | Reduced |
| Hallmark Capital Management Inc | 61,170 | $4.24M | 0.39% | −274−0.4% | Reduced |
| L2 Asset Management, LLC | 61,005 | $4.23M | 2.53% | +11,656+23.6% | Added |
| Duncker Streett & Co Inc | 60,884 | $4.22M | 1.01% | −1,141−1.8% | Reduced |
| Empirical Finance, LLC | 60,729 | $4.21M | 0.39% | +2,994+5.2% | Added |
| Aptus Capital Advisors, LLC | 60,649 | $4.20M | 0.12% | +16,904+38.6% | Added |
| Ar Asset Management Inc | 60,224 | $4.17M | 1.12% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 60,000 | $4.16M | 5.63% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $4.16M | 1.29% | 00.0% | Unchanged |
| Iowa State Bank | 59,967 | $4.16M | 1.04% | −5,832−8.9% | Reduced |
| Investment House LLC | 59,890 | $4.15M | 0.34% | −585−1.0% | Reduced |
| Zurich Insurance Group Ltd | 59,800 | $4.14M | 0.05% | 00.0% | Unchanged |
| Clark Estates Inc | 59,768 | $4.14M | 0.82% | −11,432−16.1% | Reduced |
| Roanoke Asset Management Corp | 59,578 | $4.13M | 1.76% | +10.0% | Added |
| Lipe & Dalton | 59,471 | $4.12M | 2.36% | −17,289−22.5% | Reduced |
| Carret Asset Management, LLC | 59,100 | $4.10M | 0.57% | −8,843−13.0% | Reduced |
| Pacifica Partners Inc. | 58,077 | $4.09M | 2.46% | +10,476+22.0% | Added |
| Venture Visionary Partners LLC | 58,936 | $4.08M | 0.26% | +1,169+2.0% | Added |
| Sage Capital Advisors,llc | 58,909 | $4.08M | 1.56% | +769+1.3% | Added |
| United Capital Management of KS, Inc. | 58,847 | $4.08M | 1.52% | +948+1.6% | Added |