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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 20,934 | $1.34M | 0.72% | +20,934 | New |
| Brown, Lisle/Cummings, Inc. | 20,952 | $1.34M | 0.60% | −3,823−15.4% | Reduced |
| L2 Asset Management, LLC | 22,167 | $1.34M | 0.66% | −38,838−63.7% | Reduced |
| Affinity Investment Advisors, LLC | 20,988 | $1.34M | 0.78% | −4,934−19.0% | Reduced |
| Main Street Research LLC | 20,997 | $1.34M | 0.21% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 21,055 | $1.35M | 0.06% | −3,083−12.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 21,092 | $1.35M | 0.39% | +18+0.1% | Added |
| Harvest Investment Advisors, LLC | 21,097 | $1.35M | 1.16% | −30−0.1% | Reduced |
| Ategra Capital Management, LLC | 21,119 | $1.35M | 0.73% | +1,780+9.2% | Added |
| Claro Advisors LLC | 21,122 | $1.35M | 0.34% | +1,382+7.0% | Added |
| Curbstone Financial Management Corp | 21,136 | $1.35M | 0.32% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 21,145 | $1.35M | 0.15% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 21,243 | $1.36M | 0.54% | +177+0.8% | Added |
| Montag A & Associates Inc | 21,271 | $1.36M | 0.08% | +46+0.2% | Added |
| Newman Dignan & Sheerar, Inc. | 21,394 | $1.37M | 0.42% | +30.0% | Added |
| Granite Investment Partners, LLC | 21,441 | $1.37M | 0.05% | −350−1.6% | Reduced |
| Cobblestone Capital Advisors LLC | 21,503 | $1.38M | 0.10% | −5,900−21.5% | Reduced |
| Eagle Harbor Asset Management Inc | 21,513 | $1.38M | 1.80% | +952+4.6% | Added |
| Notis-McConarty Edward | 21,525 | $1.38M | 0.52% | 00.0% | Unchanged |
| Essex Savings Bank | 21,526 | $1.38M | 0.46% | −82−0.4% | Reduced |
| Schmidt P J Investment Management Inc | 21,595 | $1.38M | 0.27% | −800−3.6% | Reduced |
| Sterling Investment Management, Inc. | 21,538 | $1.38M | 1.09% | −312−1.4% | Reduced |
| Nicolet Bankshares Inc | 27,100 | $1.39M | 0.39% | +4,154+18.1% | Added |
| IFP Advisors, Inc | 26,253 | $1.39M | 0.07% | +142+0.5% | Added |
| W Advisors, LLC | 21,753 | $1.39M | 1.09% | +103+0.5% | Added |
| Beacon Investment Advisory Services, Inc. | 21,770 | $1.39M | 0.06% | −4,625−17.5% | Reduced |
| Joel Isaacson & Co., LLC | 21,807 | $1.39M | 0.09% | +688+3.3% | Added |
| Abn Amro Investment Solutions | 21,817 | $1.40M | 0.03% | −35,802−62.1% | Reduced |
| Anchor Investment Management, LLC | 21,819 | $1.40M | 0.18% | +1,022+4.9% | Added |
| Parisi Gray Wealth Management | 20,139 | $1.40M | 0.64% | +317+1.6% | Added |
| First United Bank Trust | 21,926 | $1.40M | 0.62% | −239−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 22,007 | $1.41M | 0.19% | +22,007 | New |
| Richard P Slaughter Associates Inc | 22,040 | $1.41M | 0.41% | +750+3.5% | Added |
| Alta Wealth Advisors LLC | 22,046 | $1.41M | 0.83% | −166−0.7% | Reduced |
| Spire Wealth Management | 22,105 | $1.41M | 0.05% | −3,251−12.8% | Reduced |
| City Holding Co | 22,162 | $1.42M | 0.24% | −365−1.6% | Reduced |
| Chatham Capital Group, Inc. | 22,188 | $1.42M | 0.30% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 22,193 | $1.42M | 0.07% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 22,235 | $1.42M | 0.33% | +904+4.2% | Added |
| Bell Bank | 22,418 | $1.43M | 0.15% | +2,827+14.4% | Added |
| Chesley Taft & Associates LLC | 22,457 | $1.44M | 0.09% | −195−0.9% | Reduced |
| Mission Wealth Management, LP | 22,511 | $1.44M | 0.05% | −611−2.6% | Reduced |
| Smithfield Trust Co | 22,538 | $1.44M | 0.09% | −207−0.9% | Reduced |
| Ti-Trust, Inc | 22,548 | $1.44M | 1.33% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 22,558 | $1.44M | 0.96% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 22,558 | $1.44M | 0.27% | −265−1.2% | Reduced |
| Arkadios Wealth Advisors | 22,634 | $1.45M | 0.17% | +1,058+4.9% | Added |
| AlphaMark Advisors, LLC | 22,660 | $1.45M | 0.67% | −2,587−10.2% | Reduced |
| St Germain D J Co Inc | 22,770 | $1.46M | 0.08% | +22,770 | New |
| Arete Wealth Advisors, LLC | 22,798 | $1.46M | 0.13% | −6,555−22.3% | Reduced |
| Oarsman Capital, Inc. | 22,829 | $1.46M | 0.64% | −313−1.4% | Reduced |
| Forum Financial Management, LP | 22,868 | $1.46M | 0.03% | +2,234+10.8% | Added |
| Forza Wealth Management, LLC | 22,894 | $1.46M | 0.74% | +345+1.5% | Added |
| Cutter & CO Brokerage, Inc. | 22,966 | $1.47M | 0.43% | +1,580+7.4% | Added |
| Perfromance Wealth Partners, LLC | 22,721 | $1.47M | 0.07% | +5,200+29.7% | Added |
| South Street Advisors LLC | 23,085 | $1.48M | 0.29% | −5,420−19.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 23,145 | $1.48M | 0.39% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 23,152 | $1.48M | 0.13% | −1,070−4.4% | Reduced |
| Symmetry Partners, LLC | 23,155 | $1.48M | 0.08% | 00.0% | Unchanged |
| Matrix Trust Co | 23,193 | $1.48M | 0.38% | +23,193 | New |
| Cohen Lawrence B | 23,260 | $1.49M | 0.95% | −9,913−29.9% | Reduced |
| J. W. Coons Advisors, LLC | 23,265 | $1.49M | 0.41% | 00.0% | Unchanged |
| Insight Inv LLC | 23,331 | $1.49M | 1.54% | +275+1.2% | Added |
| Edge Capital Group, LLC | 23,334 | $1.49M | 0.09% | +992+4.4% | Added |
| Duff & Phelps Investment Management Co | 23,392 | $1.50M | 0.02% | +300+1.3% | Added |
| Fairfield, Bush & Co. | 23,535 | $1.51M | 0.41% | +2,700+13.0% | Added |
| Wolf Group Capital Advisors | 23,302 | $1.51M | 0.75% | −395−1.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 23,586 | $1.51M | 0.52% | −1,870−7.3% | Reduced |
| Kensington Investment Counsel, LLC | 23,677 | $1.51M | 0.96% | +2,739+13.1% | Added |
| Slagle Financial, LLC | 23,710 | $1.52M | 0.94% | +23,710 | New |
| Rehmann Capital Advisory Group | 23,726 | $1.52M | 0.14% | +1,403+6.3% | Added |
| Bank of New Hampshire | 23,761 | $1.52M | 0.43% | −120−0.5% | Reduced |
| We Are One Seven, LLC | 23,820 | $1.52M | 0.14% | −16,666−41.2% | Reduced |
| Platform Technology Partners | 24,316 | $1.53M | 0.72% | −693−2.8% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $1.53M | 0.20% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 24,012 | $1.54M | 0.45% | −68−0.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 24,129 | $1.54M | 0.50% | −76−0.3% | Reduced |
| St. Clair Advisors, LLC | 24,133 | $1.54M | 0.60% | +693+3.0% | Added |
| Bank Ozk | 24,156 | $1.54M | 0.74% | −7,158−22.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,161 | $1.55M | 0.50% | +3,326+16.0% | Added |
| Wealthsource Partners, LLC | 24,161 | $1.55M | 0.10% | −1,518−5.9% | Reduced |
| IHT Wealth Management, LLC | 24,178 | $1.55M | 0.08% | −3,083−11.3% | Reduced |
| Schulhoff & Co Inc | 24,204 | $1.55M | 0.72% | +183+0.8% | Added |
| StoneX Group Inc. | 24,313 | $1.55M | 0.16% | −1,309−5.1% | Reduced |
| Covenant Asset Management, LLC | 24,370 | $1.56M | 0.46% | −220−0.9% | Reduced |
| Lansing Street Advisors | 24,387 | $1.56M | 0.90% | +1,398+6.1% | Added |
| Checchi Capital Advisers, LLC | 24,408 | $1.56M | 0.14% | +485+2.0% | Added |
| Camden Capital, LLC | 24,507 | $1.57M | 0.18% | −11,015−31.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 24,511 | $1.57M | 1.55% | −1,693−6.5% | Reduced |
| Compass Wealth Management LLC | 24,520 | $1.57M | 0.47% | −500−2.0% | Reduced |
| Trust Asset Management LLC | 24,521 | $1.57M | 0.16% | 00.0% | Unchanged |
| Chicago Trust Co NA | 24,549 | $1.57M | 0.38% | −1,972−7.4% | Reduced |
| Wealthspire Advisors, LLC | 24,561 | $1.57M | 0.03% | −2,522−9.3% | Reduced |
| Verition Fund Management LLC | 24,647 | $1.58M | 0.02% | +24,647 | New |
| Berkeley Capital Partners, LLC | 24,662 | $1.58M | 0.56% | +4,016+19.5% | Added |
| Sky Investment Group LLC | 24,662 | $1.58M | 0.34% | −250−1.0% | Reduced |
| ARS Investment Partners, LLC | 24,675 | $1.58M | 0.18% | −516−2.0% | Reduced |
| Mastrapasqua Asset Management Inc | 24,846 | $1.59M | 0.18% | −946−3.7% | Reduced |
| United Bank | 24,847 | $1.59M | 0.20% | −6,784−21.4% | Reduced |
| Moneta Group Investment Advisors LLC | 24,857 | $1.59M | 0.04% | +680+2.8% | Added |