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 |
|---|---|---|---|---|---|
| Gilman Hill Asset Management, LLC | 58,727 | $4.07M | 0.83% | +1,698+3.0% | Added |
| Hunter Associates Investment Management LLC | 58,645 | $4.06M | 0.87% | +5,914+11.2% | Added |
| Beddow Capital Management Inc | 58,585 | $4.06M | 2.03% | +750+1.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 58,072 | $4.02M | 2.14% | −782−1.3% | Reduced |
| Nwam LLC | 57,942 | $4.02M | 0.41% | −3,136−5.1% | Reduced |
| Abn Amro Investment Solutions | 57,619 | $3.99M | 0.08% | +57,619 | New |
| Siemens Fonds Invest GmbH | 57,449 | $3.98M | 0.42% | −264−0.5% | Reduced |
| HB Wealth Management, LLC | 57,233 | $3.97M | 0.07% | −1,872−3.2% | Reduced |
| Varma Mutual Pension Insurance Co | 57,128 | $3.96M | 0.05% | −290,000−83.5% | Reduced |
| Avitas Wealth Management LLC | 56,902 | $3.94M | 0.77% | −583−1.0% | Reduced |
| Burns J W & Co Inc | 56,889 | $3.94M | 0.67% | +49+0.1% | Added |
| Lincoln National Corp | 56,775 | $3.94M | 0.08% | +19,246+51.3% | Added |
| Harvey Capital Management Inc | 56,334 | $3.90M | 1.54% | +56,334 | New |
| Moody National Bank Trust Division | 56,195 | $3.89M | 0.33% | +381+0.7% | Added |
| Park Avenue Securities LLC | 55,937 | $3.88M | 0.07% | +10,343+22.7% | Added |
| Naples Global Advisors, LLC | 55,925 | $3.88M | 0.48% | +2,193+4.1% | Added |
| Kingsview Wealth Management, LLC | 55,191 | $3.83M | 0.16% | −9,099−14.2% | Reduced |
| Amica Mutual Insurance Co | 55,016 | $3.81M | 0.43% | +27,502+100.0% | Added |
| Radnor Capital Management, LLC | 54,866 | $3.80M | 1.00% | +2,780+5.3% | Added |
| Pinnacle Financial Partners Inc | 54,818 | $3.80M | 0.10% | +3,823+7.5% | Added |
| FinTrust Capital Advisors, LLC | 52,402 | $3.77M | 0.91% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 54,330 | $3.77M | 0.66% | −180.0% | Reduced |
| Bonness Enterprises Inc | 54,300 | $3.76M | 1.68% | 00.0% | Unchanged |
| LMCG Investments, LLC | 54,193 | $3.76M | 0.25% | −1,301−2.3% | Reduced |
| Mill Capital Management, LLC | 54,181 | $3.76M | 0.38% | −2,715−4.8% | Reduced |
| TRUE Private Wealth Advisors | 54,057 | $3.75M | 0.55% | −457−0.8% | Reduced |
| Wolverine Asset Management LLC | 53,952 | $3.74M | 0.07% | +17,674+48.7% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.73M | 1.04% | 00.0% | Unchanged |
| Clough Capital Partners L P | 53,700 | $3.72M | 0.40% | +53,700 | New |
| Cornercap Investment Counsel Inc | 53,687 | $3.72M | 0.65% | +842+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 53,365 | $3.70M | 0.04% | −1,287−2.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 53,350 | $3.70M | 0.36% | −19,137−26.4% | Reduced |
| Simmons Bank | 52,973 | $3.67M | 0.31% | −1,998−3.6% | Reduced |
| 1832 Asset Management L.P. | 52,900 | $3.67M | 0.01% | +4,401+9.1% | Added |
| CMH Wealth Management LLC | 52,604 | $3.65M | 1.05% | +1,893+3.7% | Added |
| Next Level Private LLC | 52,553 | $3.64M | 2.87% | +354+0.7% | Added |
| FineMark National Bank & Trust | 52,528 | $3.64M | 0.16% | +4,270+8.8% | Added |
| Toroso Investments, LLC | 52,117 | $3.61M | 0.12% | −13,505−20.6% | Reduced |
| Bahl & Gaynor Inc | 52,108 | $3.61M | 0.02% | −3,758−6.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 50,191 | $3.61M | 0.07% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 52,038 | $3.61M | 3.05% | +3,641+7.5% | Added |
| Augustine Asset Management Inc | 51,983 | $3.60M | 1.78% | −275−0.5% | Reduced |
| Ropes Wealth Advisors LLC | 51,809 | $3.59M | 0.65% | +823+1.6% | Added |
| Factorial Partners, LLC | 51,800 | $3.59M | 2.70% | +7,500+16.9% | Added |
| Banco Santander, S.A. | 51,665 | $3.58M | 0.05% | +48,826+1,719.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 51,514 | $3.57M | 0.15% | +4,228+8.9% | Added |
| Foundations Investment Advisors, LLC | 51,446 | $3.57M | 0.13% | +14,800+40.4% | Added |
| Integrated Wealth Concepts LLC | 51,144 | $3.54M | 0.07% | +16,276+46.7% | Added |
| Bangor Savings Bank | 50,923 | $3.53M | 0.42% | −1,037−2.0% | Reduced |
| AIMZ Investment Advisors, LLC | 50,882 | $3.53M | 1.58% | −897−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 50,749 | $3.52M | 0.08% | +4,929+10.8% | Added |
| Tokio Marine Asset Management Co Ltd | 50,424 | $3.49M | 0.24% | +4,643+10.1% | Added |
| Pitcairn Co | 50,405 | $3.49M | 0.32% | +6,729+15.4% | Added |
| Private Trust Co NA | 50,339 | $3.49M | 0.48% | +1,307+2.7% | Added |
| Caldwell Trust Co | 50,216 | $3.48M | 0.48% | −1,158−2.3% | Reduced |
| Rodgers Brothers Inc. | 50,025 | $3.47M | 0.67% | +23,050+85.4% | Added |
| Sectoral Asset Management Inc | 50,000 | $3.47M | 0.67% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 49,708 | $3.45M | 0.34% | +5,471+12.4% | Added |
| Hohimer Wealth Management, LLC | 49,660 | $3.44M | 1.00% | +43,676+729.9% | Added |
| Cubic Asset Management, LLC | 49,632 | $3.44M | 0.96% | −430−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 49,540 | $3.43M | 1.40% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 49,467 | $3.43M | 0.47% | −235−0.5% | Reduced |
| Guyasuta Investment Advisors Inc | 49,405 | $3.42M | 0.26% | −1,254−2.5% | Reduced |
| Wealthcare Advisory Partners LLC | 49,284 | $3.42M | 0.15% | −2,026−3.9% | Reduced |
| EHP Funds Inc. | 49,270 | $3.41M | 0.75% | −4,350−8.1% | Reduced |
| Selway Asset Management | 49,254 | $3.41M | 1.64% | +4,000+8.8% | Added |
| Gladstone Institutional Advisory LLC | 49,191 | $3.41M | 0.22% | −3,859−7.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 49,185 | $3.41M | 0.80% | +2,875+6.2% | Added |
| Transamerica Financial Advisors, Inc. | 49,159 | $3.41M | 0.45% | +7,738+18.7% | Added |
| Kempen Capital Management N.V. | 48,898 | $3.39M | 0.06% | +2,729+5.9% | Added |
| Horizon Investments, LLC | 49,209 | $3.38M | 0.10% | −9,532−16.2% | Reduced |
| Keeler Thomas Management LLC | 48,792 | $3.38M | 1.59% | +48,792 | New |
| Meridian Management Co | 48,704 | $3.38M | 1.11% | +12,153+33.2% | Added |
| Mutual Advisors, LLC | 48,676 | $3.37M | 0.14% | +11,897+32.3% | Added |
| Ashton Thomas Private Wealth, LLC | 48,605 | $3.37M | 0.30% | −3,065−5.9% | Reduced |
| Motley Fool Asset Management LLC | 48,584 | $3.37M | 0.37% | +1,486+3.2% | Added |
| Peak Asset Management, LLC | 48,495 | $3.36M | 0.82% | −280−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,445 | $3.36M | 0.14% | +32,194+198.1% | Added |
| SevenBridge Financial Group, LLC | 48,315 | $3.35M | 0.92% | +347+0.7% | Added |
| Pathstone Family Office, LLC | 47,210 | $3.33M | 0.05% | −38,880−45.2% | Reduced |
| United Services Automobile Association | 48,080 | $3.33M | 0.11% | −30,617−38.9% | Reduced |
| Janney Capital Management LLC | 48,069 | $3.33M | 0.25% | +9,276+23.9% | Added |
| Verdence Capital Advisors LLC | 47,992 | $3.33M | 0.40% | −478−1.0% | Reduced |
| Alberta Investment Management Corp | 47,900 | $3.32M | 0.03% | −104,067−68.5% | Reduced |
| Arvest Trust Co N A | 47,574 | $3.30M | 0.21% | +3,599+8.2% | Added |
| Ontario Teachers Pension Plan Board | 47,471 | $3.29M | 0.03% | +13,925+41.5% | Added |
| Icon Advisers Inc | 47,400 | $3.29M | 0.84% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 47,265 | $3.28M | 0.08% | +8,150+20.8% | Added |
| Snowden Capital Advisors LLC | 47,133 | $3.27M | 0.13% | +4,983+11.8% | Added |
| Delta Financial Group, Inc. | 47,010 | $3.26M | 1.28% | +14,334+43.9% | Added |
| Proequities, Inc. | 46,978 | $3.26M | 0.25% | +1,902+4.2% | Added |
| Marco Investment Management LLC | 46,909 | $3.25M | 0.37% | +533+1.1% | Added |
| Princeton Global Asset Management LLC | 46,691 | $3.24M | 0.93% | +4,119+9.7% | Added |
| Merit Financial Group, LLC | 46,688 | $3.24M | 0.12% | −6,022−11.4% | Reduced |
| Loomis Sayles & Co L P | 46,652 | $3.23M | 0.01% | −8,171−14.9% | Reduced |
| Wedbush Securities Inc | 46,572 | $3.23M | 0.16% | −461−1.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 46,160 | $3.20M | 0.26% | +976+2.2% | Added |
| Logan Capital Management Inc | 46,128 | $3.20M | 0.16% | −4,847−9.5% | Reduced |
| Jacobi Capital Management LLC | 45,821 | $3.18M | 0.38% | −2,002−4.2% | Reduced |
| Atlantic Union Bankshares Corp | 45,705 | $3.17M | 0.33% | +646+1.4% | Added |