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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 37,114 | $2.38M | 0.53% | +12,107+48.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 37,229 | $2.38M | 0.53% | +251+0.7% | Added |
| Hikari Power Ltd | 37,280 | $2.38M | 0.23% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 37,282 | $2.38M | 0.60% | +626+1.7% | Added |
| Citizens National Bank Trust Department | 37,345 | $2.39M | 0.63% | −5,895−13.6% | Reduced |
| Clough Capital Partners L P | 37,700 | $2.41M | 0.24% | −16,000−29.8% | Reduced |
| Exchange Capital Management, Inc. | 37,739 | $2.41M | 0.45% | −517−1.4% | Reduced |
| Intellectus Partners, LLC | 38,087 | $2.44M | 0.73% | −679−1.8% | Reduced |
| Sepio Capital, LP | 37,882 | $2.44M | 0.20% | +1,486+4.1% | Added |
| Baxter Bros Inc | 38,278 | $2.45M | 0.36% | −273−0.7% | Reduced |
| Heritage Trust Co | 38,322 | $2.45M | 0.36% | +2,542+7.1% | Added |
| Orca Investment Management, LLC | 39,003 | $2.49M | 2.72% | −575−1.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 39,163 | $2.50M | 1.24% | −1,537−3.8% | Reduced |
| Silvant Capital Management LLC | 39,525 | $2.53M | 0.14% | +2,215+5.9% | Added |
| Empowered Funds, LLC | 39,579 | $2.53M | 0.09% | +9,573+31.9% | Added |
| EA Series Trust | 39,579 | $2.53M | 0.09% | +39,579 | New |
| Independent Advisor Alliance | 39,610 | $2.53M | 0.11% | −284−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 39,619 | $2.53M | 0.01% | +17,443+78.7% | Added |
| Nicholas Hoffman & Company, LLC. | 39,703 | $2.54M | 0.10% | −75−0.2% | Reduced |
| Arrow Financial Corp | 39,746 | $2.54M | 0.31% | +140+0.4% | Added |
| Princeton Global Asset Management LLC | 39,841 | $2.55M | 0.74% | −6,850−14.7% | Reduced |
| AIA Group Ltd | 39,922 | $2.55M | 0.12% | +9,490+31.2% | Added |
| Kingswood Wealth Advisors, LLC | 40,204 | $2.57M | 0.82% | +40,204 | New |
| Ballentine Partners, LLC | 40,216 | $2.57M | 0.06% | +8,344+26.2% | Added |
| Fred Alger Management, LLC | 40,225 | $2.57M | 0.01% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 40,230 | $2.57M | 0.29% | +15,866+65.1% | Added |
| Atlantic Union Bankshares Corp | 40,267 | $2.58M | 0.26% | −5,438−11.9% | Reduced |
| Stonegate Investment Group, LLC | 40,268 | $2.58M | 0.09% | −20.0% | Reduced |
| Essex Financial Services, Inc. | 40,293 | $2.58M | 0.29% | −3,452−7.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,339 | $2.58M | 0.10% | +4,090+11.3% | Added |
| Artemis Investment Management LLP | 40,486 | $2.59M | 0.03% | −1,491,822−97.4% | Reduced |
| Cary Street Partners Asset Management LLC | 40,470 | $2.59M | 0.48% | −101−0.2% | Reduced |
| Jump Financial, LLC | 40,506 | $2.59M | 0.10% | +40,506 | New |
| Teza Capital Management LLC | 40,543 | $2.59M | 0.42% | +40,543 | New |
| Spinnaker Trust | 40,547 | $2.59M | 0.19% | +7,906+24.2% | Added |
| Alpha Omega Wealth Management LLC | 40,564 | $2.59M | 0.44% | −471−1.1% | Reduced |
| Philadelphia Trust Co | 40,871 | $2.61M | 0.25% | −1,651−3.9% | Reduced |
| MidWestOne Financial Group, Inc. | 40,910 | $2.62M | 0.57% | +629+1.6% | Added |
| Clarkston Capital Partners, LLC | 41,000 | $2.62M | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 41,109 | $2.63M | 0.34% | −50−0.1% | Reduced |
| Banque Pictet & Cie SA | 41,210 | $2.64M | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 41,253 | $2.64M | 0.20% | −1,117−2.6% | Reduced |
| Country Club Bank | 41,244 | $2.64M | 0.21% | −810−1.9% | Reduced |
| 1st Source Bank | 41,300 | $2.64M | 0.17% | −1,773−4.1% | Reduced |
| Mirador Capital Partners LP | 41,499 | $2.65M | 0.63% | +80+0.2% | Added |
| AlphaCore Capital LLC | 41,530 | $2.66M | 0.43% | +27,955+205.9% | Added |
| Stokes Family Office, LLC | 41,587 | $2.66M | 0.31% | +290+0.7% | Added |
| GTS Securities LLC | 41,866 | $2.68M | 0.08% | +41,866 | New |
| Hartford Financial Management Inc. | 41,883 | $2.68M | 0.66% | +1,808+4.5% | Added |
| Phoenix Holdings Ltd. | 42,000 | $2.68M | 0.06% | +42,000 | New |
| Barbara Oil Co. | 42,000 | $2.69M | 1.23% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 42,015 | $2.69M | 1.14% | +5,463+14.9% | Added |
| Sowell Financial Services LLC | 42,088 | $2.69M | 0.15% | +17,255+69.5% | Added |
| Horizon Kinetics Asset Management LLC | 42,531 | $2.72M | 0.06% | 00.0% | Unchanged |
| Hosking Partners LLP | 42,550 | $2.72M | 0.11% | +2,909+7.3% | Added |
| Leonteq Securities AG | 42,551 | $2.72M | 0.28% | +17,873+72.4% | Added |
| SeaCrest Wealth Management, LLC | 42,625 | $2.73M | 0.34% | +230+0.5% | Added |
| Edgestream Partners, L.P. | 42,642 | $2.73M | 0.25% | −45,349−51.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,790 | $2.74M | 0.27% | +36,150+544.4% | Added |
| Profund Advisors LLC | 42,799 | $2.74M | 0.15% | +925+2.2% | Added |
| Ameliora Wealth Management Ltd. | 42,973 | $2.75M | 1.70% | +11,431+36.2% | Added |
| Northeast Financial Consultants Inc | 42,985 | $2.75M | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 43,163 | $2.76M | 0.30% | +129+0.3% | Added |
| Arvest Trust Co N A | 44,435 | $2.76M | 0.16% | −3,139−6.6% | Reduced |
| Wedbush Securities Inc | 43,326 | $2.77M | 0.13% | −3,246−7.0% | Reduced |
| Jacobi Capital Management LLC | 43,338 | $2.77M | 0.31% | −2,483−5.4% | Reduced |
| Mutual Advisors, LLC | 43,440 | $2.78M | 0.11% | −5,236−10.8% | Reduced |
| Paragon Capital Management LLC | 43,445 | $2.78M | 1.59% | −553−1.3% | Reduced |
| Legato Capital Management LLC | 43,573 | $2.79M | 0.38% | +6,568+17.7% | Added |
| Wolverine Asset Management LLC | 43,687 | $2.79M | 0.05% | −10,265−19.0% | Reduced |
| Townsend & Associates, Inc | 43,850 | $2.80M | 0.72% | −252−0.6% | Reduced |
| Gries Financial LLC | 43,839 | $2.80M | 0.77% | −448−1.0% | Reduced |
| AdvisorNet Financial, Inc | 43,845 | $2.80M | 0.24% | +1,760+4.2% | Added |
| Integrated Advisors Network LLC | 43,881 | $2.81M | 0.16% | −55,556−55.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.81M | 0.40% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 44,557 | $2.85M | 0.06% | −6,192−12.2% | Reduced |
| Birmingham Capital Management Co Inc | 44,693 | $2.86M | 1.20% | +155+0.3% | Added |
| TD Private Client Wealth LLC | 44,981 | $2.88M | 0.12% | +2,630+6.2% | Added |
| Berkeley, Inc | 45,007 | $2.88M | 1.94% | +4,084+10.0% | Added |
| Kendall Capital Management | 45,109 | $2.88M | 1.26% | +275+0.6% | Added |
| Keene & Associates, Inc. | 45,211 | $2.89M | 2.25% | +435+1.0% | Added |
| Edmp, Inc. | 45,395 | $2.90M | 2.76% | −198−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 45,400 | $2.90M | 0.16% | +51+0.1% | Added |
| Hudson Capital Management LLC | 45,497 | $2.91M | 1.12% | +3,992+9.6% | Added |
| Charter Research & Investment Group, Inc. | 45,647 | $2.92M | 2.42% | −90.0% | Reduced |
| Logan Capital Management Inc | 45,687 | $2.92M | 0.14% | −441−1.0% | Reduced |
| Nomura Holdings Inc | 45,785 | $2.93M | 0.03% | +45,785 | New |
| Lowe Brockenbrough & Co Inc | 45,929 | $2.94M | 0.22% | −231−0.5% | Reduced |
| Fulton Bank, N.A. | 45,987 | $2.94M | 0.14% | +2,846+6.6% | Added |
| Marco Investment Management LLC | 45,991 | $2.94M | 0.32% | −918−2.0% | Reduced |
| Merit Financial Group, LLC | 46,446 | $2.97M | 0.10% | −242−0.5% | Reduced |
| Altrius Capital Management Inc | 46,609 | $2.98M | 0.88% | +1,785+4.0% | Added |
| Foundations Investment Advisors, LLC | 46,763 | $2.99M | 0.10% | −4,683−9.1% | Reduced |
| Diversified Trust Co | 46,802 | $2.99M | 0.11% | +3,218+7.4% | Added |
| Proequities, Inc. | 47,214 | $3.02M | 0.23% | +236+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 47,265 | $3.02M | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 47,352 | $3.03M | 0.84% | −2,308−4.6% | Reduced |
| Icon Advisers Inc | 47,400 | $3.03M | 0.77% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 47,580 | $3.04M | 0.10% | +47,580 | New |
| Ontario Teachers Pension Plan Board | 47,863 | $3.06M | 0.03% | +392+0.8% | Added |