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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 13,164 | $913.0K | 0.01% | −7,420−36.0% | Reduced |
| CFS Investment Advisory Services, LLC | 14,280 | $913.0K | 0.12% | +14,280 | New |
| City State Bank | 14,309 | $915.0K | 0.49% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 14,346 | $917.0K | 0.05% | +490+3.5% | Added |
| Cohen Capital Management, Inc. | 14,390 | $920.2K | 0.18% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 14,394 | $920.5K | 0.19% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 14,400 | $921.0K | 0.12% | −103−0.7% | Reduced |
| Penserra Capital Management LLC | 14,478 | $925.0K | 0.02% | +13,223+1,053.6% | Added |
| Washington Trust Co | 14,485 | $926.3K | 0.04% | −222−1.5% | Reduced |
| Boston Trust Walden Corp | 14,487 | $926.4K | 0.01% | +754+5.5% | Added |
| Virtue Capital Management, LLC | 14,354 | $929.1K | 0.16% | +1,969+15.9% | Added |
| Parkside Financial Bank & Trust | 14,620 | $935.0K | 0.22% | +2,548+21.1% | Added |
| Capstone Financial Advisors, Inc. | 14,665 | $937.8K | 0.07% | +964+7.0% | Added |
| Samalin Investment Counsel, LLC | 14,710 | $940.7K | 0.51% | −602−3.9% | Reduced |
| Patriot Investment Management Inc. | 14,735 | $942.3K | 0.08% | −1,319−8.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,774 | $945.0K | 0.67% | −470−3.1% | Reduced |
| Waldron Private Wealth LLC | 14,814 | $947.4K | 0.05% | −8,107−35.4% | Reduced |
| Cornerstone Wealth Management, LLC | 14,829 | $948.3K | 0.08% | −772−4.9% | Reduced |
| Zuckerman Investment Group, LLC | 14,840 | $949.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors Inc | 14,849 | $949.6K | 0.02% | +836+6.0% | Added |
| Saybrook Capital | 14,863 | $950.0K | 0.28% | 00.0% | Unchanged |
| PFG Investments, LLC | 14,886 | $952.0K | 0.17% | +2,434+19.5% | Added |
| Sentry Investment Management LLC | 14,893 | $952.0K | 0.36% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 14,901 | $953.0K | 0.05% | −2,936−16.5% | Reduced |
| RFG Advisory, LLC | 14,906 | $953.3K | 0.04% | −516−3.3% | Reduced |
| Portside Wealth Group, LLC | 14,920 | $954.1K | 0.18% | +14,920 | New |
| Human Investing LLC | 14,941 | $955.5K | 0.22% | +1,852+14.1% | Added |
| Sawgrass Asset Management LLC | 14,982 | $958.1K | 0.12% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15,011 | $960.0K | 0.04% | +1,247+9.1% | Added |
| GPS Wealth Strategies Group, LLC | 15,076 | $964.1K | 0.18% | −514−3.3% | Reduced |
| Athena Investment Management | 15,114 | $966.5K | 0.67% | −1,650−9.8% | Reduced |
| Good Life Advisors, LLC | 15,200 | $972.0K | 0.11% | +132+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,271 | $976.6K | 0.04% | +428+2.9% | Added |
| NCM Capital Management, LLC | 15,307 | $978.9K | 0.68% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 15,391 | $984.2K | 0.96% | −49−0.3% | Reduced |
| Alaethes Wealth LLC | 15,399 | $984.8K | 0.54% | +600+4.1% | Added |
| Laidlaw Wealth Management LLC | 15,410 | $985.5K | 0.19% | −105−0.7% | Reduced |
| 3Chopt Investment Partners, LLC | 15,417 | $985.9K | 0.49% | +3,584+30.3% | Added |
| Kovack Advisors, Inc. | 15,451 | $988.1K | 0.13% | +546+3.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 15,453 | $988.2K | 0.46% | +542+3.6% | Added |
| Community Bank of Raymore | 15,515 | $992.2K | 0.43% | −70−0.4% | Reduced |
| Boston Financial Mangement LLC | 15,527 | $993.0K | 0.04% | +1,319+9.3% | Added |
| Fayez Sarofim & Co | 15,530 | $993.1K | 0.00% | +1,273+8.9% | Added |
| Sovereign Financial Group, Inc. | 15,545 | $994.1K | 0.32% | +916+6.3% | Added |
| Perkins Capital Management Inc | 15,641 | $1.00M | 0.87% | 00.0% | Unchanged |
| Estabrook Capital Management | 15,647 | $1.00M | 0.17% | −400−2.5% | Reduced |
| Cim Investment Mangement Inc | 15,649 | $1.00M | 0.34% | +31+0.2% | Added |
| Chicago Partners Investment Group LLC | 16,240 | $1.00M | 0.05% | +5,209+47.2% | Added |
| Accredited Investors Inc. | 15,696 | $1.00M | 0.07% | +63+0.4% | Added |
| Summit Trail Advisors, LLC | 15,780 | $1.01M | 0.04% | +5,064+47.3% | Added |
| Krilogy Financial LLC | 15,783 | $1.01M | 0.09% | −13,004−45.2% | Reduced |
| Van Cleef Asset Management,Inc | 15,806 | $1.01M | 0.16% | −1,777−10.1% | Reduced |
| Fountainhead AM, LLC | 15,822 | $1.01M | 0.36% | −674−4.1% | Reduced |
| Schnieders Capital Management LLC | 15,908 | $1.02M | 0.21% | +61+0.4% | Added |
| Fortem Financial Group, LLC | 15,979 | $1.02M | 0.61% | +1,392+9.5% | Added |
| ProVise Management Group, LLC | 15,995 | $1.02M | 0.09% | −14,902−48.2% | Reduced |
| Donoghue Forlines LLC | 15,995 | $1.02M | 0.32% | +3,256+25.6% | Added |
| Mystic Asset Management, Inc. | 16,085 | $1.03M | 0.55% | −350−2.1% | Reduced |
| Comerica Securities,inc. | 16,121 | $1.03M | 0.07% | −1,943−10.8% | Reduced |
| Fruth Investment Management | 16,150 | $1.03M | 0.29% | −100−0.6% | Reduced |
| Alterity Financial Group, LLC | 16,229 | $1.04M | 1.50% | −85−0.5% | Reduced |
| Fundamentun, LLC | 16,313 | $1.04M | 0.16% | +3,236+24.7% | Added |
| RMB Capital Management, LLC | 16,333 | $1.04M | 0.03% | +3,100+23.4% | Added |
| Summit Financial Wealth Advisors, LLC | 16,369 | $1.05M | 0.24% | −220−1.3% | Reduced |
| Pavion Blue Capital, LLC | 16,376 | $1.05M | 0.61% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 16,430 | $1.05M | 1.05% | +122+0.7% | Added |
| Clark Capital Management Group, Inc. | 16,436 | $1.05M | 0.01% | −4,037−19.7% | Reduced |
| First Financial Bank - Trust Division | 16,482 | $1.05M | 0.11% | −10−0.1% | Reduced |
| Naviter Wealth, LLC | 16,498 | $1.06M | 0.27% | +2,356+16.7% | Added |
| Crescent Grove Advisors, LLC | 16,623 | $1.06M | 0.11% | +2,464+17.4% | Added |
| InterOcean Capital Group, LLC | 16,630 | $1.06M | 0.03% | −1,540−8.5% | Reduced |
| Spirit of America Management Corp | 16,650 | $1.06M | 0.24% | 00.0% | Unchanged |
| Clear Street Markets LLC | 16,695 | $1.07M | 0.44% | +8,925+114.9% | Added |
| Park Edge Advisors, LLC | 16,703 | $1.07M | 0.36% | −598−3.5% | Reduced |
| Coastal Investment Advisors, Inc. | 16,730 | $1.07M | 0.24% | −661−3.8% | Reduced |
| First County Bank | 16,787 | $1.07M | 0.52% | −4,033−19.4% | Reduced |
| Knuff & Co LLC | 16,793 | $1.07M | 0.40% | −1,000−5.6% | Reduced |
| Great Valley Advisor Group, Inc. | 16,890 | $1.08M | 0.05% | −538−3.1% | Reduced |
| Everett Harris & Co | 16,906 | $1.08M | 0.02% | −513−2.9% | Reduced |
| Allegheny Financial Group LTD | 16,920 | $1.08M | 0.51% | −1,683−9.0% | Reduced |
| Independence Bank of Kentucky | 16,925 | $1.08M | 0.44% | −705−4.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 16,934 | $1.08M | 0.03% | +755+4.7% | Added |
| Capital Wealth Planning, LLC | 17,036 | $1.09M | 0.01% | +358+2.1% | Added |
| Pearl River Capital, LLC | 17,051 | $1.09M | 0.18% | −6,161−26.5% | Reduced |
| Hengehold Capital Management LLC | 17,107 | $1.09M | 0.15% | −3,974−18.9% | Reduced |
| Jeppson Wealth Management, LLC | 17,137 | $1.10M | 0.48% | 00.0% | Unchanged |
| United Bank | 17,263 | $1.10M | 0.63% | −157−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 17,291 | $1.11M | 0.56% | −450−2.5% | Reduced |
| Physicians Financial Services, Inc. | 17,288 | $1.11M | 0.43% | +784+4.8% | Added |
| Sherbrooke Park Advisers LLC | 17,300 | $1.11M | 0.58% | +12,400+253.1% | Added |
| Wexford Capital LP | 17,389 | $1.11M | 0.22% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 17,403 | $1.11M | 0.15% | −971−5.3% | Reduced |
| Inceptionr LLC | 17,464 | $1.12M | 0.60% | +17,464 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 17,472 | $1.12M | 0.12% | +169+1.0% | Added |
| Marble Harbor Investment Counsel, LLC | 17,468 | $1.12M | 0.14% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 17,642 | $1.13M | 0.47% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,755 | $1.14M | 0.08% | −1,423−7.4% | Reduced |
| Sciencast Management LP | 18,043 | $1.14M | 0.93% | +12,296+214.0% | Added |
| Quadrant Capital Group LLC | 17,802 | $1.14M | 0.11% | −4,026−18.4% | Reduced |
| MSH Capital Advisors LLC | 17,809 | $1.14M | 0.42% | +242+1.4% | Added |