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; 2,530 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
- 2,486
- −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
- 1,067 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coho Partners, Ltd. | 10,000 | $639.5K | 0.01% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 10,000 | $640.0K | 0.29% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 10,023 | $641.0K | 0.19% | +10,023 | New |
| DuPont Capital Management Corp | 10,026 | $641.2K | 0.03% | −6,194−38.2% | Reduced |
| LCM Capital Management Inc | 10,044 | $642.3K | 0.52% | +9+0.1% | Added |
| Iron Financial, LLC | 10,053 | $642.9K | 0.35% | −70−0.7% | Reduced |
| Ellevest, Inc. | 10,076 | $644.4K | 0.05% | +634+6.7% | Added |
| L.M. Kohn & Company | 10,077 | $644.4K | 0.24% | −2,061−17.0% | Reduced |
| 1620 Investment Advisors, Inc. | 10,097 | $645.7K | 0.73% | +201+2.0% | Added |
| DMG Group, LLC | 10,130 | $647.8K | 0.65% | −340−3.2% | Reduced |
| Benin Management CORP | 10,131 | $647.9K | 0.23% | −221−2.1% | Reduced |
| Northwest Bank & Trust Co | 10,144 | $648.7K | 0.62% | +10,144 | New |
| Alan B. Lancz & Associates, Inc. | 10,250 | $655.5K | 0.70% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,292 | $658.2K | 0.01% | +2,174+26.8% | Added |
| Pettinga Financial Advisors, LLC | 10,293 | $658.2K | 0.20% | −100−1.0% | Reduced |
| Marietta Investment Partners LLC | 10,300 | $658.7K | 0.17% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 10,300 | $658.7K | 0.04% | +100+1.0% | Added |
| Cedar Brook Financial Partners, LLC | 10,301 | $658.8K | 0.16% | +1,930+23.1% | Added |
| Keebeck Wealth Management, LLC | 10,313 | $659.5K | 0.09% | +5,060+96.3% | Added |
| Woodward Diversified Capital, LLC | 10,318 | $659.8K | 0.50% | +23+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,351 | $661.9K | 0.05% | −215−2.0% | Reduced |
| Gilbert & Cook, Inc. | 10,355 | $662.2K | 0.11% | +657+6.8% | Added |
| Capital Investment Advisory Services, LLC | 10,363 | $662.7K | 0.07% | −495−4.6% | Reduced |
| Northern Financial Advisors Inc | 10,397 | $664.9K | 0.59% | −3,021−22.5% | Reduced |
| Mirabella Financial Services LLP | 10,401 | $665.1K | 0.08% | +10,401 | New |
| Selective Wealth Management, Inc. | 10,651 | $665.5K | 0.33% | +10,651 | New |
| Northeast Investment Management | 10,461 | $669.0K | 0.04% | −35−0.3% | Reduced |
| Aletheian Wealth Advisors LLC | 10,477 | $670.0K | 0.46% | +10,477 | New |
| Focus Financial Network, Inc. | 10,479 | $670.1K | 0.04% | −1,424−12.0% | Reduced |
| Summit Financial Group Inc | 10,480 | $670.2K | 0.26% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,491 | $670.9K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,533 | $673.6K | 0.10% | −199−1.9% | Reduced |
| Round Hill Asset Management | 10,584 | $676.8K | 0.42% | 00.0% | Unchanged |
| ASB Consultores, LLC | 10,596 | $677.6K | 0.33% | +310+3.0% | Added |
| Red Door Wealth Management, LLC | 10,602 | $678.0K | 0.15% | +105+1.0% | Added |
| Mark Stevens | 10,611 | $678.6K | 0.09% | −76−0.7% | Reduced |
| Breakwater Capital Group | 10,620 | $679.1K | 0.25% | −1,591−13.0% | Reduced |
| Davidson Trust Co | 10,621 | $679.2K | 0.49% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 10,623 | $679.3K | 0.23% | +482+4.8% | Added |
| Traynor Capital Management, Inc. | 10,637 | $680.2K | 0.09% | −336−3.1% | Reduced |
| Colonial Trust Co | 10,647 | $680.9K | 0.16% | −741−6.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,688 | $683.5K | 0.24% | +145+1.4% | Added |
| Congress Wealth Management LLC | 10,702 | $684.4K | 0.02% | −1,579−12.9% | Reduced |
| Franklin Street Advisors Inc | 10,715 | $685.0K | 0.06% | +324+3.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,726 | $686.0K | 0.49% | +236+2.2% | Added |
| Chilton Investment Co LLC | 10,731 | $686.2K | 0.02% | +1,375+14.7% | Added |
| Vigilant Capital Management, LLC | 10,749 | $687.0K | 0.05% | +900+9.1% | Added |
| Strategy Asset Managers LLC | 10,744 | $687.1K | 0.15% | +685+6.8% | Added |
| Advisor OS, LLC | 10,801 | $690.7K | 0.11% | +6,414+146.2% | Added |
| Stephenson National Bank & Trust | 10,827 | $692.4K | 0.38% | +20+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 10,845 | $693.5K | 0.11% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10,875 | $696.0K | 0.04% | −466−4.1% | Reduced |
| Crawford Investment Counsel Inc | 10,897 | $696.8K | 0.01% | −1,193−9.9% | Reduced |
| Stone Point Wealth LLC | 10,915 | $698.0K | 0.29% | −150−1.4% | Reduced |
| Jmac Enterprises LLC | 10,926 | $698.7K | 0.17% | +1,281+13.3% | Added |
| Empower Advisory Group, LLC | 10,945 | $699.9K | 0.00% | +240+2.2% | Added |
| 626 Financial, LLC | 10,954 | $700.5K | 0.45% | −218−2.0% | Reduced |
| Nilsine Partners, LLC | 10,980 | $702.2K | 0.10% | +418+4.0% | Added |
| BBR Partners, LLC | 10,988 | $702.7K | 0.08% | −224−2.0% | Reduced |
| Abbrea Capital, LLC | 10,999 | $703.0K | 0.11% | +974+9.7% | Added |
| Altrafin AG | 11,000 | $703.5K | 0.32% | 00.0% | Unchanged |
| Geller Advisors LLC | 11,044 | $706.3K | 0.09% | +2,927+36.1% | Added |
| CWS Financial Advisors, LLC | 11,046 | $706.4K | 0.27% | −300−2.6% | Reduced |
| First Financial Corp | 11,062 | $707.4K | 0.45% | −22−0.2% | Reduced |
| American Trust Investment Advisors, LLC | 11,066 | $707.7K | 0.40% | +425+4.0% | Added |
| Westmount Partners, LLC | 11,107 | $710.3K | 0.31% | +277+2.6% | Added |
| Buckingham Strategic Partners | 11,111 | $710.6K | 0.04% | +849+8.3% | Added |
| Virtus ETF Advisers LLC | 11,124 | $711.4K | 0.42% | −989−8.2% | Reduced |
| Crescent Sterling, Ltd. | 11,124 | $711.4K | 0.67% | +75+0.7% | Added |
| First National Bank of South Miami | 11,148 | $712.9K | 0.57% | −961−7.9% | Reduced |
| Cardinal Capital Management, Inc. | 11,150 | $713.0K | 0.04% | −1,150−9.3% | Reduced |
| River Street Advisors LLC | 11,170 | $714.3K | 0.68% | −255−2.2% | Reduced |
| M&R Capital Management Inc | 11,181 | $715.0K | 0.19% | −1,845−14.2% | Reduced |
| Lyell Wealth Management, LP | 11,183 | $715.2K | 0.09% | −551−4.7% | Reduced |
| Papp L Roy & Associates | 11,184 | $715.2K | 0.09% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11,187 | $715.4K | 0.31% | +405+3.8% | Added |
| Norway Savings Bank | 11,190 | $715.6K | 0.39% | +1,200+12.0% | Added |
| First National Bank Sioux Falls | 11,195 | $715.9K | 0.45% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,197 | $716.1K | 0.05% | +546+5.1% | Added |
| Nichols & Pratt Advisers LLP | 11,200 | $716.2K | 0.05% | +100+0.9% | Added |
| First Nebraska Trust Co | 11,217 | $717.3K | 0.09% | +200+1.8% | Added |
| Diligent Investors, LLC | 11,247 | $719.2K | 0.21% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 11,250 | $719.4K | 0.02% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 11,258 | $719.9K | 0.30% | −848−7.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,304 | $722.9K | 0.02% | −275−2.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 11,338 | $725.1K | 0.48% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 11,339 | $725.1K | 0.48% | −340−2.9% | Reduced |
| Cookson Peirce & Co Inc | 11,360 | $726.0K | 0.04% | −111,244−90.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 11,371 | $727.2K | 0.17% | −151−1.3% | Reduced |
| Csenge Advisory Group | 11,393 | $728.6K | 0.05% | +794+7.5% | Added |
| WBH Advisory Inc | 11,413 | $729.9K | 0.09% | −640−5.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,427 | $730.8K | 0.09% | +1,487+15.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,447 | $732.0K | 0.12% | −2,002−14.9% | Reduced |
| MBM Wealth Consultants, LLC | 11,774 | $733.3K | 0.31% | +2,082+21.5% | Added |
| Ifrah Financial Services, Inc. | 11,499 | $735.4K | 0.22% | −113−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 11,502 | $735.6K | 0.05% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 11,516 | $736.4K | 0.82% | −481−4.0% | Reduced |
| HAP Trading, LLC | 11,534 | $737.6K | 0.21% | +11,534 | New |
| Glassman Wealth Services | 11,542 | $738.1K | 0.12% | +8,980+350.5% | Added |
| Keudell/Morrison Wealth Management | 11,549 | $738.6K | 0.21% | −46−0.4% | Reduced |