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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 29,636 | $1.90M | 0.60% | −513−1.7% | Reduced |
| TSP Capital Management Group, LLC | 29,680 | $1.90M | 0.68% | −244−0.8% | Reduced |
| St. Louis Trust Co | 29,707 | $1.90M | 0.35% | 00.0% | Unchanged |
| Fiduciary Group LLC | 29,760 | $1.90M | 0.23% | +88+0.3% | Added |
| Wahed Invest LLC | 29,904 | $1.91M | 0.67% | +2,680+9.8% | Added |
| White Pine Capital LLC | 29,952 | $1.92M | 0.71% | −334−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 29,967 | $1.92M | 0.26% | +350+1.2% | Added |
| Nemes Rush Group LLC | 29,968 | $1.92M | 0.34% | +29,968 | New |
| Greenup Street Wealth Management LLC | 29,988 | $1.92M | 0.52% | +29,988 | New |
| Mork Capital Management, LLC | 30,000 | $1.92M | 1.47% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 30,044 | $1.92M | 0.34% | −352−1.2% | Reduced |
| Silver Lake Advisory, LLC | 30,148 | $1.93M | 1.03% | −1,222−3.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 30,281 | $1.94M | 1.69% | +1,031+3.5% | Added |
| Empire Financial Management Company, LLC | 30,305 | $1.94M | 0.77% | +25,265+501.3% | Added |
| Sippican Capital Advisors | 30,396 | $1.94M | 1.79% | −203−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 30,420 | $1.95M | 0.16% | −2,018−6.2% | Reduced |
| Hilltop Holdings Inc. | 30,808 | $1.97M | 0.24% | +7,618+32.9% | Added |
| Mogy Joel R Investment Counsel Inc | 30,910 | $1.98M | 0.16% | −300−1.0% | Reduced |
| First National Bank & Trust Co of Newtown | 30,960 | $1.98M | 0.42% | −25−0.1% | Reduced |
| Viewpoint Capital Management LLC | 31,049 | $1.99M | 1.54% | +183+0.6% | Added |
| Ledyard National Bank | 31,073 | $1.99M | 0.22% | −475−1.5% | Reduced |
| Adviser Investments LLC | 31,105 | $1.99M | 0.04% | +11,167+56.0% | Added |
| Lazari Capital Management, Inc. | 31,126 | $1.99M | 1.12% | +31,126 | New |
| Roundview Capital LLC | 31,188 | $1.99M | 0.19% | −117−0.4% | Reduced |
| Wade G W & Inc | 31,211 | $2.00M | 0.07% | +879+2.9% | Added |
| Desjardins Global Asset Management Inc. | 31,348 | $2.00M | 0.23% | +5,189+19.8% | Added |
| Boyar Asset Management Inc. | 31,565 | $2.02M | 1.49% | −133−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31,627 | $2.02M | 0.49% | +402+1.3% | Added |
| Members Capital Advisors Inc | 31,708 | $2.03M | 2.08% | 00.0% | Unchanged |
| Girard Partners Ltd. | 31,949 | $2.04M | 0.22% | +3,253+11.3% | Added |
| Pensionfund Sabic | 32,000 | $2.05M | 0.69% | 00.0% | Unchanged |
| Equitable Trust Co | 32,003 | $2.05M | 0.16% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 32,017 | $2.05M | 0.70% | −476−1.5% | Reduced |
| Exchange Bank | 32,021 | $2.05M | 1.98% | +32,021 | New |
| Prio Wealth Limited Partnership | 32,044 | $2.05M | 0.07% | −394−1.2% | Reduced |
| Brookstone Capital Management | 32,737 | $2.05M | 0.04% | −852−2.5% | Reduced |
| Machina Capital S.A.S. | 32,151 | $2.06M | 1.17% | +30,602+1,975.6% | Added |
| Smith, Moore & Co. | 33,193 | $2.06M | 0.26% | +1,057+3.3% | Added |
| First Manhattan Co | 32,267 | $2.06M | 0.01% | −1,375−4.1% | Reduced |
| Allworth Financial LP | 32,362 | $2.07M | 0.02% | −923−2.8% | Reduced |
| Orleans Capital Management Corp | 32,408 | $2.07M | 1.47% | −490−1.5% | Reduced |
| CAPROCK Group, Inc. | 32,578 | $2.08M | 0.15% | +2,176+7.2% | Added |
| Robbins Farley LLC | 32,581 | $2.08M | 1.51% | −1,102−3.3% | Reduced |
| NFJ Investment Group, LLC | 32,596 | $2.08M | 0.06% | +4,099+14.4% | Added |
| Herold Advisors, Inc. | 32,617 | $2.09M | 0.64% | −656−2.0% | Reduced |
| Lakewood Asset Management LLC | 32,660 | $2.09M | 1.64% | +499+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 32,729 | $2.09M | 0.10% | +1,851+6.0% | Added |
| Peoples Financial Services Corp. | 32,793 | $2.10M | 0.94% | −1,180−3.5% | Reduced |
| SFMG, LLC | 32,821 | $2.10M | 0.22% | −252−0.8% | Reduced |
| Campbell Newman Asset Management Inc | 32,826 | $2.10M | 0.19% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 32,861 | $2.10M | 0.32% | +2,406+7.9% | Added |
| KMG Fiduciary Partners, LLC | 32,878 | $2.10M | 0.27% | +73+0.2% | Added |
| Dynamic Advisor Solutions LLC | 33,053 | $2.11M | 0.11% | −559−1.7% | Reduced |
| Cypress Capital, LLC | 33,091 | $2.12M | 0.61% | +837+2.6% | Added |
| Karpas Strategies, LLC | 33,200 | $2.12M | 0.72% | +100.0% | Added |
| Level Four Advisory Services, LLC | 33,392 | $2.14M | 0.13% | −3,694−10.0% | Reduced |
| Trust Co of Toledo NA | 33,511 | $2.14M | 0.36% | −716−2.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 33,541 | $2.15M | 0.61% | −213−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 33,568 | $2.15M | 1.62% | −291−0.9% | Reduced |
| Truvestments Capital LLC | 33,584 | $2.15M | 1.07% | +1,279+4.0% | Added |
| NTV Asset Management LLC | 33,624 | $2.15M | 0.37% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 33,780 | $2.16M | 0.63% | −825−2.4% | Reduced |
| Plimoth Trust Co LLC | 33,867 | $2.17M | 0.65% | −1,050−3.0% | Reduced |
| BLB&B Advisors, LLC | 33,992 | $2.17M | 0.15% | −1,137−3.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 34,000 | $2.17M | 0.27% | +11,000+47.8% | Added |
| Old Second National Bank of Aurora | 34,151 | $2.18M | 0.63% | −758−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 52,909 | $2.19M | 0.10% | −464−0.9% | Reduced |
| Cardinal Capital Management | 34,493 | $2.21M | 0.44% | +34,493 | New |
| Sumitomo Life Insurance Co | 34,796 | $2.23M | 0.10% | −3,363−8.8% | Reduced |
| Investment House LLC | 34,890 | $2.23M | 0.17% | −25,000−41.7% | Reduced |
| Smithbridge Asset Management Inc | 34,986 | $2.24M | 0.52% | −401−1.1% | Reduced |
| TrimTabs Asset Management, LLC | 34,990 | $2.24M | 1.13% | +5,076+17.0% | Added |
| Pitcairn Co | 35,044 | $2.24M | 0.19% | −15,361−30.5% | Reduced |
| HBK Sorce Advisory LLC | 35,075 | $2.24M | 0.09% | −3,482−9.0% | Reduced |
| Sequoia Financial Advisors, LLC | 35,337 | $2.26M | 0.04% | +1,870+5.6% | Added |
| Leelyn Smith, LLC | 35,588 | $2.28M | 0.55% | −1,447−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 35,601 | $2.28M | 0.10% | +21,065+144.9% | Added |
| C2C Wealth Management, LLC | 37,077 | $2.28M | 0.30% | +290+0.8% | Added |
| Concentric Wealth Management, LLC | 35,823 | $2.29M | 0.73% | +1,237+3.6% | Added |
| Guardian Investment Management | 35,668 | $2.29M | 1.98% | −9,278−20.6% | Reduced |
| Gifford Fong Associates | 35,899 | $2.30M | 0.54% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 35,905 | $2.30M | 0.27% | +139+0.4% | Added |
| Corrado Advisors, LLC | 35,938 | $2.30M | 1.61% | −185−0.5% | Reduced |
| First Western Trust Bank | 36,081 | $2.31M | 0.11% | −2,848−7.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 36,116 | $2.31M | 0.25% | −3,571−9.0% | Reduced |
| South State Corp. | 36,187 | $2.31M | 0.21% | −2,425−6.3% | Reduced |
| Mount Lucas Management LP | 36,270 | $2.32M | 0.83% | −4,903−11.9% | Reduced |
| Private Portfolio Partners LLC | 36,313 | $2.32M | 0.60% | −2,537−6.5% | Reduced |
| Hanson & Doremus Investment Management | 36,391 | $2.33M | 0.48% | +1,342+3.8% | Added |
| Cacti Asset Management LLC | 36,450 | $2.33M | 0.21% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 36,465 | $2.33M | 0.55% | −1,500−4.0% | Reduced |
| LMG Wealth Partners, LLC | 36,562 | $2.34M | 0.72% | +1,799+5.2% | Added |
| Choate Investment Advisors | 36,723 | $2.35M | 0.10% | +4,085+12.5% | Added |
| TrinityPoint Wealth, LLC | 36,737 | $2.35M | 0.46% | +28,210+330.8% | Added |
| Eley Financial Management, Inc | 36,765 | $2.35M | 1.14% | +415+1.1% | Added |
| Koshinski Asset Management, Inc. | 37,001 | $2.37M | 0.25% | −12,707−25.6% | Reduced |
| Ancora Advisors, LLC | 37,081 | $2.37M | 0.06% | +396+1.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 37,087 | $2.37M | 0.23% | −2,756−6.9% | Reduced |
| Charter Trust Co | 37,119 | $2.37M | 0.18% | −1,697−4.4% | Reduced |
| Trifecta Capital Advisors, LLC | 37,122 | $2.37M | 0.76% | +3,350+9.9% | Added |