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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 11,571 | $740.0K | 0.17% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11,579 | $740.5K | 0.24% | +913+8.6% | Added |
| SPC Financial, Inc. | 11,588 | $741.0K | 0.08% | +1,153+11.0% | Added |
| Acropolis Investment Management, LLC | 11,610 | $742.5K | 0.06% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 11,617 | $743.0K | 0.14% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 11,622 | $743.2K | 0.18% | +794+7.3% | Added |
| Tompkins Financial Corp | 11,648 | $744.9K | 0.12% | −450−3.7% | Reduced |
| Broderick Brian C | 11,700 | $748.2K | 0.20% | 00.0% | Unchanged |
| Field & Main Bank | 11,702 | $748.3K | 0.42% | −50−0.4% | Reduced |
| First PREMIER Bank | 11,708 | $749.0K | 0.21% | −2,745−19.0% | Reduced |
| Farmers National Bank | 11,713 | $749.0K | 0.26% | +485+4.3% | Added |
| Caxton Associates LP | 11,735 | $750.5K | 0.11% | +1,771+17.8% | Added |
| Barry Investment Advisors, LLC | 11,766 | $752.4K | 0.25% | −751−6.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,773 | $752.9K | 0.08% | +279+2.4% | Added |
| Valley Brook Capital Group | 11,775 | $753.0K | 0.70% | −300−2.5% | Reduced |
| Hedges Asset Management LLC | 11,850 | $757.8K | 0.64% | 00.0% | Unchanged |
| Davis R M Inc | 11,883 | $760.0K | 0.02% | +1,289+12.2% | Added |
| Barrett & Company, Inc. | 11,984 | $766.4K | 0.44% | −1,787−13.0% | Reduced |
| Perpetual Ltd | 11,988 | $766.6K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,001 | $767.4K | 0.46% | −365−3.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,003 | $767.6K | 0.23% | −7,237−37.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,026 | $769.1K | 0.44% | +28+0.2% | Added |
| Raleigh Capital Management Inc. | 12,032 | $769.5K | 0.38% | +110+0.9% | Added |
| New Hampshire Trust | 12,070 | $771.9K | 0.20% | −639−5.0% | Reduced |
| Sax Wealth Advisors, LLC | 12,103 | $774.0K | 0.15% | +11+0.1% | Added |
| MBA Advisors LLC | 12,126 | $775.5K | 0.46% | +6,761+126.0% | Added |
| Strategic Investment Advisors | 12,134 | $776.0K | 0.11% | −360−2.9% | Reduced |
| Johnson Financial Group, Inc. | 12,145 | $776.7K | 0.05% | +3,098+34.2% | Added |
| West Family Investments, Inc. | 12,172 | $778.4K | 0.30% | +12,172 | New |
| SOL Capital Management CO | 12,188 | $779.0K | 0.12% | −500−3.9% | Reduced |
| Prudent Man Advisors, LLC | 12,233 | $782.0K | 0.29% | −147−1.2% | Reduced |
| Marcum Wealth, LLC | 12,234 | $782.4K | 0.09% | +1,583+14.9% | Added |
| Pinnacle West Asset Management, Inc. | 12,243 | $783.0K | 0.76% | −92−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 12,245 | $783.1K | 0.30% | +647+5.6% | Added |
| Mirova | 12,253 | $783.6K | 0.14% | −13,030−51.5% | Reduced |
| Biltmore Family Office, LLC | 12,343 | $789.3K | 0.17% | −748−5.7% | Reduced |
| Legacy Private Trust Co. | 12,354 | $790.0K | 0.07% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 12,424 | $794.5K | 0.29% | −412−3.2% | Reduced |
| Accurate Wealth Management, LLC | 12,871 | $797.9K | 0.25% | +3,354+35.2% | Added |
| River & Mercantile Asset Management LLP | 12,480 | $799.0K | 0.16% | −250−2.0% | Reduced |
| Centennial Bank | 12,508 | $799.9K | 0.54% | 00.0% | Unchanged |
| Union Savings Bank | 12,868 | $800.1K | 0.48% | +12,868 | New |
| Smith, Salley & Associates | 12,549 | $802.5K | 0.06% | −150−1.2% | Reduced |
| Centaurus Financial, Inc. | 12,605 | $806.0K | 0.07% | −5,857−31.7% | Reduced |
| Formidable Asset Management, LLC | 12,613 | $807.0K | 0.18% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 13,135 | $808.2K | 0.67% | −479−3.5% | Reduced |
| Concord Asset Management, LLC | 12,648 | $808.9K | 0.29% | +2,330+22.6% | Added |
| Bridges Investment Management Inc | 12,729 | $814.0K | 0.03% | −685−5.1% | Reduced |
| Alera Investment Advisors, LLC | 12,751 | $815.4K | 0.18% | +3,396+36.3% | Added |
| CapWealth Advisors, LLC | 12,763 | $816.2K | 0.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,771 | $816.7K | 0.00% | +1,065+9.1% | Added |
| Mitchell Sinkler & Starr | 12,775 | $817.0K | 0.23% | 00.0% | Unchanged |
| Essex LLC | 12,790 | $818.0K | 0.23% | −2,479−16.2% | Reduced |
| PDT Partners, LLC | 12,800 | $818.6K | 0.11% | −12,700−49.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 12,863 | $822.6K | 0.13% | +548+4.4% | Added |
| V-Square Quantitative Management LLC | 12,878 | $823.5K | 0.60% | −5,320−29.2% | Reduced |
| Principle Wealth Partners LLC | 12,892 | $824.5K | 0.08% | −510−3.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,275 | $825.2K | 0.34% | −8,636−66.9% | Reduced |
| Elmwood Wealth Management, Inc. | 13,007 | $831.8K | 0.39% | −347−2.6% | Reduced |
| Wealth Effects LLC | 13,053 | $834.8K | 0.37% | −109−0.8% | Reduced |
| Essex Investment Management Co LLC | 13,063 | $835.4K | 0.12% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 13,098 | $838.0K | 0.44% | +13,098 | New |
| Archford Capital Strategies, LLC | 12,957 | $838.7K | 0.16% | −391−2.9% | Reduced |
| Beacon Financial Advisory LLC | 13,129 | $839.6K | 0.48% | +650+5.2% | Added |
| Quantitative Investment Management, LLC | 13,159 | $841.0K | 0.08% | +13,159 | New |
| Spears Abacus Advisors LLC | 13,174 | $842.5K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 13,202 | $844.3K | 0.08% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 13,239 | $846.6K | 0.77% | −3,632−21.5% | Reduced |
| Bath Savings Trust Co | 13,244 | $847.0K | 0.10% | −100−0.7% | Reduced |
| Valley National Advisers Inc | 13,236 | $847.0K | 0.14% | +82+0.6% | Added |
| Baldwin Brothers Inc | 13,281 | $849.3K | 0.07% | +60.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 13,400 | $856.9K | 0.47% | −200−1.5% | Reduced |
| Private Wealth Partners, LLC | 13,411 | $857.6K | 0.08% | −713−5.0% | Reduced |
| InTrack Investment Management Inc | 13,461 | $860.9K | 0.70% | −1,166−8.0% | Reduced |
| WMS Partners, LLC | 13,485 | $862.4K | 0.07% | −1,447−9.7% | Reduced |
| Alpha Cubed Investments, LLC | 13,499 | $863.3K | 0.06% | −267−1.9% | Reduced |
| CoreFirst Bank & Trust | 13,592 | $869.2K | 0.61% | −225−1.6% | Reduced |
| Wedmont Private Capital | 14,053 | $870.4K | 0.09% | −1,023−6.8% | Reduced |
| Aspiriant, LLC | 13,621 | $871.0K | 0.04% | −736−5.1% | Reduced |
| Evermay Wealth Management LLC | 13,691 | $875.5K | 0.17% | −255−1.8% | Reduced |
| Options Solutions, LLC | 13,700 | $876.1K | 0.86% | +1,200+9.6% | Added |
| Vectors Research Management, LLC | 13,776 | $881.0K | 0.25% | −245−1.7% | Reduced |
| Little House Capital LLC | 13,784 | $881.5K | 0.37% | +1,203+9.6% | Added |
| Thoroughbred Financial Services, LLC | 13,813 | $883.0K | 0.12% | −1,765−11.3% | Reduced |
| Ironwood Financial, llc | 13,823 | $884.0K | 0.23% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,850 | $885.7K | 0.18% | −403−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 13,900 | $888.9K | 0.05% | +1,525+12.3% | Added |
| Texas Yale Capital Corp. | 13,920 | $890.2K | 0.04% | −735−5.0% | Reduced |
| XTX Topco Ltd | 13,929 | $890.8K | 0.16% | +13,929 | New |
| Westhampton Capital, LLC | 13,942 | $891.6K | 0.58% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 14,000 | $895.0K | 2.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 14,003 | $895.5K | 0.57% | +258+1.9% | Added |
| Lion Street Advisors, LLC | 15,342 | $896.0K | 0.30% | +3,232+26.7% | Added |
| Whalerock Point Partners, LLC | 14,147 | $904.7K | 0.31% | +251+1.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,662 | $906.8K | 0.48% | +401+2.8% | Added |
| Grandfield & Dodd, LLC | 14,190 | $907.5K | 0.06% | −4,436−23.8% | Reduced |
| GSB Wealth Management, LLC | 14,210 | $908.7K | 0.30% | −218−1.5% | Reduced |
| HCR Wealth Advisors | 14,243 | $910.8K | 0.17% | −571−3.9% | Reduced |
| Cornerstone Advisory, LLC | 14,247 | $911.1K | 0.16% | −392−2.7% | Reduced |
| Investment Partners, Ltd. | 14,275 | $912.9K | 0.48% | −469−3.2% | Reduced |