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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 24,944 | $1.60M | 0.26% | +15,322+159.2% | Added |
| Shelton Wealth Management, LLC | 24,952 | $1.60M | 1.24% | +70.0% | Added |
| Linden Thomas Advisory Services, LLC | 24,961 | $1.60M | 0.35% | +728+3.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.60M | 0.57% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 25,006 | $1.60M | 0.15% | +467+1.9% | Added |
| Alhambra Investment Partners LLC | 25,110 | $1.61M | 1.06% | +95+0.4% | Added |
| Brighton Jones LLC | 25,125 | $1.61M | 0.08% | +1,638+7.0% | Added |
| Rathbone Brothers plc | 25,185 | $1.61M | 0.02% | −1,196−4.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 25,314 | $1.62M | 0.11% | +600+2.4% | Added |
| Monarch Capital Management Inc | 25,319 | $1.62M | 0.49% | 00.0% | Unchanged |
| Mather Group, LLC. | 25,322 | $1.62M | 0.03% | −450−1.7% | Reduced |
| First American Bank | 25,402 | $1.62M | 0.14% | −11,296−30.8% | Reduced |
| AustralianSuper Pty Ltd | 25,432 | $1.63M | 0.01% | −12,793−33.5% | Reduced |
| Thomasville National Bank | 25,449 | $1.63M | 0.16% | −372−1.4% | Reduced |
| Chilton Capital Management LLC | 25,460 | $1.63M | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 25,502 | $1.63M | 0.09% | −50−0.2% | Reduced |
| Cigna Investments Inc | 25,511 | $1.63M | 0.30% | −355−1.4% | Reduced |
| Vise Technologies, Inc. | 25,607 | $1.64M | 0.40% | −1,489−5.5% | Reduced |
| KG&L Capital Management,LLC | 25,646 | $1.64M | 0.79% | +2,764+12.1% | Added |
| Aries Wealth Management | 25,674 | $1.64M | 0.64% | −757−2.9% | Reduced |
| Americana Partners, LLC | 25,684 | $1.64M | 0.21% | −612−2.3% | Reduced |
| Leavell Investment Management, Inc. | 25,735 | $1.65M | 0.11% | −623−2.4% | Reduced |
| BKD Wealth Advisors, LLC | 25,811 | $1.65M | 0.05% | +11,348+78.5% | Added |
| Donald L. Hagan, LLC | 25,964 | $1.66M | 0.94% | −791−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,994 | $1.66M | 0.21% | +2,884+12.5% | Added |
| Wealth Alliance | 26,003 | $1.66M | 0.25% | +3,489+15.5% | Added |
| Stolper Co | 26,050 | $1.67M | 0.70% | +160+0.6% | Added |
| Capital Asset Advisory Services LLC | 26,927 | $1.67M | 0.12% | +1,113+4.3% | Added |
| Greenfield Savings Bank | 26,152 | $1.67M | 1.13% | +767+3.0% | Added |
| Intrust Bank NA | 26,176 | $1.67M | 0.20% | −3,752−12.5% | Reduced |
| First City Capital Management, Inc. | 26,210 | $1.68M | 0.99% | −1,022−3.8% | Reduced |
| Nwam LLC | 26,224 | $1.68M | 0.14% | −31,718−54.7% | Reduced |
| Manchester Capital Management LLC | 26,293 | $1.68M | 0.23% | −59−0.2% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.69M | 0.01% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 26,444 | $1.69M | 0.58% | +1,847+7.5% | Added |
| Berkshire Bank | 26,483 | $1.69M | 0.47% | −2,239−7.8% | Reduced |
| KCS Wealth Advisory | 26,497 | $1.69M | 0.59% | +1,296+5.1% | Added |
| Quantbot Technologies LP | 26,524 | $1.70M | 0.11% | +12,223+85.5% | Added |
| Stevens Capital Management LP | 26,590 | $1.70M | 0.35% | +22,025+482.5% | Added |
| J.W. Cole Advisors, Inc. | 26,590 | $1.70M | 0.12% | −2,121−7.4% | Reduced |
| EHP Funds Inc. | 26,600 | $1.70M | 0.48% | −22,670−46.0% | Reduced |
| WCG Wealth Advisors LLC | 26,665 | $1.71M | 0.20% | +182+0.7% | Added |
| Woodmont Investment Counsel LLC | 26,710 | $1.71M | 0.18% | −270−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 26,773 | $1.71M | 0.16% | −88−0.3% | Reduced |
| Holderness Investments Co | 26,783 | $1.71M | 0.63% | −734−2.7% | Reduced |
| Monetary Management Group Inc | 26,817 | $1.71M | 0.53% | −2,075−7.2% | Reduced |
| Independent Investors Inc | 27,038 | $1.73M | 0.40% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 27,050 | $1.73M | 1.54% | −270−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 27,057 | $1.73M | 0.14% | −492−1.8% | Reduced |
| Mount Vernon Associates Inc | 27,069 | $1.73M | 1.84% | +275+1.0% | Added |
| Telemus Capital, LLC | 27,105 | $1.73M | 0.15% | +909+3.5% | Added |
| St. Louis Financial Planners Asset Management, LLC | 27,134 | $1.74M | 1.74% | +5,617+26.1% | Added |
| Eads & Heald Wealth Management | 27,143 | $1.74M | 0.85% | −1,858−6.4% | Reduced |
| Dakota Wealth Management | 27,238 | $1.74M | 0.08% | +713+2.7% | Added |
| Providence Wealth Advisors, LLC | 26,913 | $1.74M | 1.93% | −1,266−4.5% | Reduced |
| Exencial Wealth Advisors, LLC | 27,261 | $1.74M | 0.08% | +15,267+127.3% | Added |
| Fund Management at Engine No. 1 LLC | 27,351 | $1.75M | 0.32% | +1,563+6.1% | Added |
| Prospera Financial Services Inc | 27,383 | $1.75M | 0.07% | +731+2.7% | Added |
| Centiva Capital, LP | 27,438 | $1.75M | 0.09% | +20,040+270.9% | Added |
| Tudor Investment Corp Et Al | 27,490 | $1.76M | 0.03% | +16,254+144.7% | Added |
| Webster Bank, N. A. | 27,509 | $1.76M | 0.23% | −6,314−18.7% | Reduced |
| Harbor Investment Advisory, LLC | 27,571 | $1.76M | 0.25% | −1,684−5.8% | Reduced |
| Capital City Trust Co | 27,835 | $1.78M | 0.55% | −1,204−4.1% | Reduced |
| Hancock Whitney Corp | 27,861 | $1.78M | 0.07% | +1,184+4.4% | Added |
| Park National Corp | 27,885 | $1.78M | 0.08% | −717−2.5% | Reduced |
| Jefferies Financial Group Inc. | 27,893 | $1.78M | 0.04% | −154,100−84.7% | Reduced |
| Harbour Investment Management LLC | 27,910 | $1.78M | 0.94% | −50−0.2% | Reduced |
| Cito Capital Group, LLC | 28,000 | $1.79M | 0.82% | +500+1.8% | Added |
| Harbour Investments, Inc. | 28,023 | $1.79M | 0.09% | +1,090+4.0% | Added |
| Clarius Group, LLC | 22,459 | $1.79M | 0.14% | +917+4.3% | Added |
| Chicago Capital, LLC | 28,088 | $1.80M | 0.08% | −5,425−16.2% | Reduced |
| Trust Co of Virginia | 28,097 | $1.80M | 0.19% | −988−3.4% | Reduced |
| Quest Investment Management LLC | 28,175 | $1.80M | 0.25% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 28,187 | $1.80M | 0.91% | −15,463−35.4% | Reduced |
| Dudley Capital Management, LLC | 28,237 | $1.81M | 1.21% | +60+0.2% | Added |
| King Luther Capital Management Corp | 28,258 | $1.81M | 0.01% | −944−3.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 28,274 | $1.81M | 1.22% | +166+0.6% | Added |
| Bender Robert & Associates | 28,297 | $1.81M | 0.50% | +410+1.5% | Added |
| Range Financial Group LLC | 28,412 | $1.82M | 1.15% | +15,775+124.8% | Added |
| Petredis Investment Advisors LLC | 28,419 | $1.82M | 0.25% | −83−0.3% | Reduced |
| Coombe, Bender & Co LLC | 28,466 | $1.82M | 1.33% | +279+1.0% | Added |
| Odey Asset Management LLP | 28,480 | $1.82M | 0.67% | +28,480 | New |
| Stonebridge Capital Management Inc | 28,605 | $1.83M | 0.85% | −700−2.4% | Reduced |
| Connolly Sarah T. | 28,614 | $1.83M | 1.11% | −4,343−13.2% | Reduced |
| Boston Family Office LLC | 28,637 | $1.83M | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 28,680 | $1.83M | 0.20% | −2,573−8.2% | Reduced |
| Adirondack Trust Co | 29,651 | $1.84M | 0.86% | −1,509−4.8% | Reduced |
| Auxier Asset Management | 28,873 | $1.85M | 0.31% | −74−0.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 29,036 | $1.86M | 1.14% | +22,888+372.3% | Added |
| Cladis Investment Advisory, LLC | 29,103 | $1.86M | 1.62% | +86+0.3% | Added |
| MTM Investment Management, LLC | 29,157 | $1.86M | 0.91% | +10.0% | Added |
| Delta Financial Advisors LLC | 29,275 | $1.87M | 0.83% | +3,936+15.5% | Added |
| TBH Global Asset Management, LLC | 29,290 | $1.87M | 0.37% | −1,687−5.4% | Reduced |
| Engineers Gate Manager LP | 29,344 | $1.88M | 0.07% | +5,828+24.8% | Added |
| Citizens Financial Group Inc | 29,425 | $1.88M | 0.07% | +670+2.3% | Added |
| Palogic Value Management, L.P. | 29,428 | $1.88M | 0.88% | +61+0.2% | Added |
| Oxler Private Wealth LLC | 29,515 | $1.89M | 0.90% | −2,468−7.7% | Reduced |
| Moloney Securities Asset Management, LLC | 29,519 | $1.89M | 0.33% | −1,027−3.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 29,575 | $1.89M | 0.39% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 29,586 | $1.89M | 0.24% | +314+1.1% | Added |