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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, Q2 2023

Institutional positions in Bristol Myers Squibb Co as of Jun 30, 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
2,487
−39 vs. Q1 2023
Shares held
1.60B
−6.61M (−0.4%) vs. Q1 2023
Total value
$102.2B
−$8.65B (−7.8%) vs. Q1 2023
New holders
125
949 more added
Sold out
164
1,068 more reduced

23 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 2,487 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,529 institutions
Value heldQ2 2023: $102.2B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,529$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2023.

Institutions holding BMY in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank381,778$990.01%+381,778New
Level Financial Advisors, Inc.7$4480.00%−10−58.8%Reduced
Tfo-TDC, LLC20$1.28K0.00%00.0%Unchanged
USA Financial Portformulas Corp21$1.34K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$1.60K0.00%00.0%Unchanged
True Wealth Design, LLC33$2.11K0.00%−224−87.2%Reduced
Copeland Capital Management, LLC38$2.43K0.00%00.0%Unchanged
Highline Wealth Partners LLC40$2.56K0.00%−47−54.0%Reduced
Iron Horse Wealth Management, LLC41$2.62K0.00%−30−42.3%Reduced
PayPay Securities Corp44$2.81K0.17%−12−21.4%Reduced
Mine & Arao Wealth Creation & Management, LLC.45$2.88K0.00%−129−74.1%Reduced
FNY Investment Advisers, LLC50$3.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc44$3.00K0.00%+44New
Luken Investment Analytics, LLC55$3.52K0.00%+55New
MRP Capital Investments, LLC58$3.71K0.00%−201−77.6%Reduced
New Millennium Group LLC71$4.54K0.00%−299−80.8%Reduced
Roble, Belko & Company, Inc100$6.00K0.00%00.0%Unchanged
Tucker Asset Management LLC96$6.14K0.00%−7−6.8%Reduced
Mendota Financial Group, LLC100$6.39K0.01%00.0%Unchanged
Halpern Financial, Inc.100$6.39K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group105$6.71K0.00%+105New
Kozak & Associates, Inc.108$6.97K0.00%+1+0.9%Added
Financial Avengers, Inc.122$7.82K0.01%+1+0.8%Added
Intrepid Capital Management Inc124$7.93K0.01%+124New
Financial Freedom, LLC126$8.08K0.01%+1+0.8%Added
BBJS Financial Advisors, LLC129$8.26K0.00%+1+0.8%Added
Tacita Capital Inc145$9.00K0.01%−400−73.4%Reduced
Lumature Wealth Partners, LLC150$9.59K0.01%00.0%Unchanged
Solstein Capital, LLC157$10.0K0.01%+157New
Cedar Mountain Advisors, LLC158$10.1K0.00%00.0%Unchanged
Kelly Financial Services LLC167$10.7K0.01%+1+0.6%Added
Insight Financial Services167$10.7K0.03%+167New
Evolution Advisers, Inc.180$11.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC176$11.2K0.01%+2+1.1%Added
VisionPoint Advisory Group, LLC184$11.8K0.00%+184New
Marquette Asset Management, LLC185$11.8K0.00%+185New
Core Wealth Advisors, Inc.193$12.3K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.200$12.8K0.01%00.0%Unchanged
Global Wealth Strategies & Associates200$12.8K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC200$12.8K0.01%00.0%Unchanged
Perkins Coie Trust Co205$13.1K0.00%00.0%Unchanged
Retirement Group, LLC226$14.5K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD246$15.7K0.01%+2+0.8%Added
Miller Wealth Advisors, LLC246$15.7K0.01%−5,754−95.9%Reduced
Sofos Investments, Inc.81$15.8K0.07%+12+17.4%Added
Cape Investment Advisory, Inc.264$16.9K0.01%+6+2.3%Added
Global Wealth Management Investment Advisory, Inc.277$17.7K0.00%+277New
Bromfield Sneider Wealth Advisors278$17.8K0.01%00.0%Unchanged
NVWM, LLC279$17.8K0.01%−9,671−97.2%Reduced
McClarren Financial Advisors, Inc.294$18.0K0.01%−302−50.7%Reduced
Horizon Bancorp Inc280$18.0K0.01%+280New
Live Oak Investment Partners–$18.2K0.02%––
Fiduciary Alliance LLC300$19.2K0.00%+300New
Acima Private Wealth, LLC304$19.4K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC325$20.8K0.01%00.0%Unchanged
Hollencrest Capital Management329$21.0K0.00%−750−69.5%Reduced
Okabena Investment Services Inc331$21.2K0.02%+331New
IAG Wealth Partners, LLC335$21.4K0.01%00.0%Unchanged
Winch Advisory Services, LLC348$22.0K0.01%−74−17.5%Reduced
RE Dickinson Investment Advisors, LLC350$22.0K0.01%00.0%Unchanged
Kessler Investment Group, LLC400$25.6K0.02%00.0%Unchanged
Northwest Capital Management Inc400$25.6K0.01%+400New
PFG Private Wealth Management, LLC403$25.8K0.02%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.418$26.7K0.00%+3+0.7%Added
Centerpoint Advisors, LLC418$27.0K0.01%00.0%Unchanged
Worth Asset Management, LLC429$27.4K0.02%00.0%Unchanged
Coppell Advisory Solutions LLC434$27.8K0.01%+434New
Compagnie Lombard Odier SCmA435$27.8K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC435$28.0K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.440$28.1K0.01%00.0%Unchanged
Costello Asset Management, INC450$28.8K0.02%00.0%Unchanged
Coastal Capital Group, Inc.470$30.1K0.01%−811−63.3%Reduced
PFS Partners, LLC484$31.0K0.03%−100−17.1%Reduced
Tanaka Capital Management Inc486$31.0K0.08%00.0%Unchanged
Strengthening Families & Communities, LLC475$31.0K0.01%00.0%Unchanged
First Personal Financial Services495$31.7K0.01%00.0%Unchanged
Clear Investment Research, LLC500$32.0K0.05%00.0%Unchanged
American State Bank (Iowa)500$32.0K0.02%00.0%Unchanged
Hoey Investments, Inc511$32.7K0.01%00.0%Unchanged
Cedar Wealth Management, LLC514$32.9K0.01%00.0%Unchanged
Avalon Trust Co521$33.3K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.528$33.8K0.03%+4+0.8%Added
Abound Wealth Management542$34.7K0.01%+90+19.9%Added
VitalStone Financial, LLC507$35.0K0.02%−17,556−97.2%Reduced
Kepos Capital LP545$35.0K0.01%+545New
Altshuler Shaham Ltd560$35.8K0.00%−57−9.2%Reduced
NewSquare Capital LLC564$36.1K0.00%+261+86.1%Added
Paladin Advisory Group, LLC585$37.4K0.03%+5+0.9%Added
Mascoma Wealth Management LLC646$38.9K0.01%−391−37.7%Reduced
Rocky Mountain Advisers, LLC575$39.9K0.02%00.0%Unchanged
Rise Advisors, LLC628$40.2K0.03%−383−37.9%Reduced
Goodman Advisory Group, LLC647$41.4K0.02%−4−0.6%Reduced
Kempen Capital Management N.V.659$42.1K0.00%−48,239−98.7%Reduced
HighMark Wealth Management LLC660$42.2K0.03%+27+4.3%Added
Creative Financial Designs Inc662$42.3K0.00%+156+30.8%Added
GW&K Investment Management, LLC666$43.0K0.00%+666New
ZRC Wealth Management, LLC679$43.4K0.04%00.0%Unchanged
First Pacific Financial680$43.5K0.02%+680New
Canton Hathaway, LLC695$44.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC694$44.4K0.02%+694New