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
- 2,486
- −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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 17,816 | $1.14M | 0.06% | +3,194+21.8% | Added |
| Change Path, LLC | 17,844 | $1.14M | 0.05% | +29+0.2% | Added |
| Lake Street Financial LLC | 17,876 | $1.14M | 0.20% | −1,482−7.7% | Reduced |
| DT Investment Partners, LLC | 18,609 | $1.15M | 0.13% | +132+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 17,959 | $1.15M | 0.03% | −40−0.2% | Reduced |
| First Command Bank | 18,003 | $1.15M | 0.11% | −545−2.9% | Reduced |
| First Command Financial Services, Inc. | 18,003 | $1.15M | 0.11% | −545−2.9% | Reduced |
| DFPG Investments, LLC | 18,565 | $1.15M | 0.10% | −9,888−34.8% | Reduced |
| Thomas White International Ltd | 18,060 | $1.15M | 0.24% | 00.0% | Unchanged |
| Archer Investment Corp | 18,076 | $1.16M | 0.41% | −806−4.3% | Reduced |
| Coastline Trust Co | 18,077 | $1.16M | 0.16% | −2,178−10.8% | Reduced |
| NewEdge Wealth, LLC | 18,082 | $1.16M | 0.04% | −5,708−24.0% | Reduced |
| Asset Dedication, LLC | 18,235 | $1.16M | 0.10% | −3,075−14.4% | Reduced |
| Old North State Trust, LLC | 18,150 | $1.16M | 0.86% | −159−0.9% | Reduced |
| International Assets Investment Management, LLC | 28,040 | $1.16M | 0.16% | −882−3.0% | Reduced |
| Wendell David Associates Inc | 18,299 | $1.17M | 0.13% | 00.0% | Unchanged |
| Sentry LLC | 18,315 | $1.17M | 0.25% | 00.0% | Unchanged |
| Veriti Management LLC | 18,327 | $1.17M | 0.13% | +3,209+21.2% | Added |
| Headinvest, LLC | 19,143 | $1.17M | 0.25% | −9,787−33.8% | Reduced |
| Chapin Davis, Inc. | 18,337 | $1.17M | 0.56% | +32+0.2% | Added |
| Court Place Advisors, LLC | 18,362 | $1.17M | 0.41% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,433 | $1.18M | 0.58% | 00.0% | Unchanged |
| AXS Investments LLC | 18,447 | $1.18M | 0.32% | +1,425+8.4% | Added |
| Birch Hill Investment Advisors LLC | 18,448 | $1.18M | 0.07% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 18,480 | $1.18M | 0.85% | −130−0.7% | Reduced |
| Roman Butler Fullerton & Co | 19,081 | $1.18M | 0.54% | −1,915−9.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 18,523 | $1.18M | 0.09% | −2,379−11.4% | Reduced |
| Waddell & Associates, LLC | 18,554 | $1.19M | 0.17% | −16−0.1% | Reduced |
| Cooper Financial Group | 18,561 | $1.19M | 0.29% | +2,893+18.5% | Added |
| Ridgewood Investments LLC | 18,603 | $1.19M | 0.68% | +9,186+97.5% | Added |
| Brookfield Asset Management Inc. | 18,603 | $1.19M | 0.00% | +8,987+93.5% | Added |
| Proquility Private Wealth Partners, LLC | 18,614 | $1.19M | 0.47% | +30+0.2% | Added |
| Arden Trust Co | 18,616 | $1.19M | 0.20% | −136−0.7% | Reduced |
| Financial Advocates Investment Management | 18,640 | $1.19M | 0.09% | −562−2.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,667 | $1.19M | 0.16% | −1,024−5.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,827 | $1.20M | 0.35% | −133−0.7% | Reduced |
| Azzad Asset Management Inc | 18,829 | $1.20M | 0.16% | −11,412−37.7% | Reduced |
| Kinsale Capital Group, Inc. | 18,891 | $1.21M | 0.73% | +7,697+68.8% | Added |
| D.B. Root & Company, LLC | 18,934 | $1.21M | 0.46% | +297+1.6% | Added |
| De Burlo Group Inc | 18,950 | $1.21M | 0.20% | −300−1.6% | Reduced |
| Delos Wealth Advisors, LLC | 18,967 | $1.21M | 1.55% | −1,340−6.6% | Reduced |
| BigSur Wealth Management LLC | 19,000 | $1.22M | 0.58% | −2,300−10.8% | Reduced |
| CSS LLC | 19,100 | $1.22M | 0.09% | +2,000+11.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,141 | $1.22M | 0.17% | −215,121−91.8% | Reduced |
| Axxcess Wealth Management, LLC | 19,152 | $1.22M | 0.09% | −9,611−33.4% | Reduced |
| Aull & Monroe Investment Management Corp | 19,173 | $1.23M | 0.62% | −50−0.3% | Reduced |
| Adalta Capital Management LLC | 19,227 | $1.23M | 0.82% | −71−0.4% | Reduced |
| Waters Parkerson & Co., LLC | 19,246 | $1.23M | 0.07% | −1,035−5.1% | Reduced |
| Humankind Investments LLC | 19,252 | $1.23M | 0.48% | −8,695−31.1% | Reduced |
| 180 Wealth Advisors, LLC | 19,109 | $1.23M | 0.27% | −289−1.5% | Reduced |
| Bank of Hawaii | 19,290 | $1.23M | 0.07% | −1,018−5.0% | Reduced |
| Neumann Capital Management, LLC | 19,329 | $1.24M | 0.51% | −865−4.3% | Reduced |
| Transatlantique Private Wealth LLC | 19,373 | $1.24M | 0.65% | +746+4.0% | Added |
| Taylor Frigon Capital Management LLC | 19,433 | $1.24M | 0.61% | −32−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 19,441 | $1.24M | 0.48% | −2,380−10.9% | Reduced |
| Spotlight Asset Group, Inc. | 19,450 | $1.24M | 1.11% | −430−2.2% | Reduced |
| Confluence Wealth Services, Inc. | 19,464 | $1.24M | 0.27% | +2,585+15.3% | Added |
| AMG National Trust Bank | 19,484 | $1.25M | 0.04% | −1,892−8.9% | Reduced |
| Connectus Wealth, LLC | 19,503 | $1.25M | 0.03% | +4,209+27.5% | Added |
| Dividend Assets Capital, LLC | 19,544 | $1.25M | 0.26% | −739−3.6% | Reduced |
| OmniStar Financial Group, Inc. | 19,636 | $1.26M | 1.48% | +1,279+7.0% | Added |
| Farther Finance Advisors, LLC | 19,653 | $1.26M | 0.27% | +15,036+325.7% | Added |
| Prestige Wealth Management Group LLC | 19,728 | $1.26M | 0.30% | −7,267−26.9% | Reduced |
| CFM Wealth Partners LLC | 19,743 | $1.26M | 0.31% | −108−0.5% | Reduced |
| Pflug Koory, LLC | 19,769 | $1.26M | 0.64% | −140−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,795 | $1.27M | 0.82% | +278+1.4% | Added |
| Beech Hill Advisors, Inc. | 19,802 | $1.27M | 0.62% | −112−0.6% | Reduced |
| Cypress Asset Management Inc | 19,684 | $1.27M | 0.41% | −650−3.2% | Reduced |
| Excalibur Management Corp | 19,876 | $1.27M | 0.65% | +55+0.3% | Added |
| Seelaus Asset Management LLC | 19,930 | $1.27M | 1.00% | −8,585−30.1% | Reduced |
| Credit Agricole S A | 19,990 | $1.28M | 0.04% | +1,854+10.2% | Added |
| Advent Capital Management | 20,000 | $1.28M | 0.03% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 20,025 | $1.28M | 0.66% | +4,500+29.0% | Added |
| San Luis Wealth Advisors LLC | 20,031 | $1.28M | 0.45% | +5,188+35.0% | Added |
| Montecito Bank & Trust | 20,032 | $1.28M | 0.29% | −639−3.1% | Reduced |
| Clear Harbor Asset Management, LLC | 20,060 | $1.28M | 0.13% | −14,651−42.2% | Reduced |
| IAM Advisory, LLC | 20,063 | $1.28M | 0.44% | +1,370+7.3% | Added |
| Campbell Wealth Management | 20,083 | $1.28M | 0.17% | −1,397−6.5% | Reduced |
| Keating Investment Counselors Inc | 20,137 | $1.29M | 0.47% | −1,300−6.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,151 | $1.29M | 0.14% | +1,082+5.7% | Added |
| Beaton Management Co. Inc. | 20,158 | $1.29M | 0.82% | +500+2.5% | Added |
| Qtron Investments LLC | 20,182 | $1.29M | 0.24% | −5,149−20.3% | Reduced |
| Founders Financial Securities LLC | 20,228 | $1.29M | 0.17% | +436+2.2% | Added |
| Concord Wealth Partners | 20,289 | $1.30M | 0.28% | +7,197+55.0% | Added |
| Jaffetilchin Investment Partners, LLC | 20,312 | $1.30M | 0.14% | +384+1.9% | Added |
| Atlas Brown,Inc. | 20,365 | $1.30M | 0.57% | +75+0.4% | Added |
| Coastwise Capital Group, LLC | 20,451 | $1.31M | 1.48% | +1,895+10.2% | Added |
| Carmel Capital Partners, LLC | 20,473 | $1.31M | 0.67% | +21+0.1% | Added |
| Balentine LLC | 20,487 | $1.31M | 0.04% | −1,273−5.9% | Reduced |
| Camarda Financial Advisors, LLC | 20,494 | $1.31M | 0.65% | +803+4.1% | Added |
| Nixon Peabody Trust Co | 20,510 | $1.31M | 1.06% | −10,392−33.6% | Reduced |
| Opes Wealth Management LLC | 20,616 | $1.32M | 0.37% | +30+0.1% | Added |
| ZWJ Investment Counsel Inc | 20,659 | $1.32M | 0.07% | −550−2.6% | Reduced |
| Optimum Investment Advisors | 20,666 | $1.32M | 0.65% | +1,302+6.7% | Added |
| Global Retirement Partners, LLC | 20,727 | $1.33M | 0.06% | +1,573+8.2% | Added |
| Highlander Capital Management, LLC | 20,742 | $1.33M | 0.61% | +250+1.2% | Added |
| Western Wealth Management, LLC | 20,761 | $1.33M | 0.11% | −1,123−5.1% | Reduced |
| Fox Run Management, L.L.C. | 20,816 | $1.33M | 0.37% | +20,816 | New |
| Citizens & Northern Corp | 20,902 | $1.34M | 0.51% | −95−0.5% | Reduced |
| Palisade Asset Management, LLC | 20,926 | $1.34M | 0.16% | +145+0.7% | Added |