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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 47,893 | $3.06M | 0.09% | −187−0.4% | Reduced |
| Alberta Investment Management Corp | 47,900 | $3.06M | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 48,037 | $3.07M | 0.14% | −1,247−2.5% | Reduced |
| New England Research & Management, Inc. | 48,152 | $3.08M | 1.79% | +5,405+12.6% | Added |
| Verdence Capital Advisors LLC | 48,219 | $3.08M | 0.36% | +227+0.5% | Added |
| Foster & Motley Inc | 48,453 | $3.10M | 0.24% | +4,026+9.1% | Added |
| Meridian Management Co | 48,681 | $3.11M | 0.98% | −230.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 49,007 | $3.13M | 0.41% | −152−0.3% | Reduced |
| Caldwell Trust Co | 49,034 | $3.14M | 0.41% | −1,182−2.4% | Reduced |
| SevenBridge Financial Group, LLC | 49,112 | $3.14M | 0.81% | +797+1.6% | Added |
| Selway Asset Management | 49,314 | $3.15M | 1.38% | +60+0.1% | Added |
| Guyasuta Investment Advisors Inc | 49,532 | $3.17M | 0.23% | +127+0.3% | Added |
| Boyd Watterson Asset Management LLC | 49,540 | $3.17M | 1.26% | 00.0% | Unchanged |
| Private Trust Co NA | 49,573 | $3.17M | 0.40% | −766−1.5% | Reduced |
| Park Avenue Securities LLC | 49,737 | $3.18M | 0.05% | −6,200−11.1% | Reduced |
| Gladstone Institutional Advisory LLC | 49,777 | $3.18M | 0.19% | +586+1.2% | Added |
| Motley Fool Asset Management LLC | 49,804 | $3.18M | 0.28% | +1,220+2.5% | Added |
| Cubic Asset Management, LLC | 49,922 | $3.19M | 0.86% | +290+0.6% | Added |
| Courier Capital LLC | 49,955 | $3.19M | 0.25% | +7,537+17.8% | Added |
| Sectoral Asset Management Inc | 50,000 | $3.20M | 0.53% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 50,615 | $3.24M | 0.37% | −4,401−8.0% | Reduced |
| Paradigm Asset Management Co LLC | 50,708 | $3.24M | 0.87% | +47,100+1,305.4% | Added |
| AIMZ Investment Advisors, LLC | 50,785 | $3.25M | 1.40% | −97−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 50,974 | $3.26M | 0.43% | +1,507+3.0% | Added |
| Janney Capital Management LLC | 51,266 | $3.28M | 0.23% | +3,197+6.7% | Added |
| Bahl & Gaynor Inc | 51,413 | $3.29M | 0.02% | −695−1.3% | Reduced |
| Chemung Canal Trust Co | 51,430 | $3.29M | 0.71% | −52,085−50.3% | Reduced |
| Bangor Savings Bank | 51,635 | $3.30M | 0.37% | +712+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 51,651 | $3.30M | 0.25% | +3,046+6.3% | Added |
| Horizon Investments, LLC | 52,145 | $3.31M | 0.10% | +2,936+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 51,715 | $3.31M | 0.21% | +1,291+2.6% | Added |
| Simmons Bank | 51,821 | $3.31M | 0.28% | −1,152−2.2% | Reduced |
| Augustine Asset Management Inc | 51,877 | $3.32M | 1.53% | −106−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 52,225 | $3.34M | 0.05% | +2,034+4.1% | Added |
| 1832 Asset Management L.P. | 52,258 | $3.34M | 0.01% | −642−1.2% | Reduced |
| GYL Financial Synergies, LLC | 52,676 | $3.37M | 0.31% | +41,178+358.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 52,730 | $3.37M | 0.04% | −635−1.2% | Reduced |
| Peak Asset Management, LLC | 52,743 | $3.37M | 0.78% | +4,248+8.8% | Added |
| Next Level Private LLC | 54,073 | $3.38M | 2.19% | +1,520+2.9% | Added |
| Finer Wealth Management, Inc. | 53,105 | $3.40M | 2.65% | +1,067+2.1% | Added |
| Ropes Wealth Advisors LLC | 53,280 | $3.41M | 0.57% | +1,471+2.8% | Added |
| Transform Wealth, LLC | 53,305 | $3.41M | 0.31% | −82,515−60.8% | Reduced |
| FineMark National Bank & Trust | 53,443 | $3.42M | 0.14% | +915+1.7% | Added |
| Rodgers Brothers Inc. | 53,590 | $3.43M | 0.60% | +3,565+7.1% | Added |
| Tower Research Capital LLC (TRC) | 53,788 | $3.44M | 0.12% | +19,389+56.4% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.44M | 0.84% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 53,809 | $3.44M | 0.09% | −1,009−1.8% | Reduced |
| Bonness Enterprises Inc | 54,300 | $3.47M | 1.56% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 54,335 | $3.47M | 0.57% | −7,082−11.5% | Reduced |
| Synergy Financial Management, LLC | 54,787 | $3.50M | 0.87% | +54,787 | New |
| Daymark Wealth Partners, LLC | 54,834 | $3.51M | 0.26% | +33,627+158.6% | Added |
| Greystone Financial Group, LLC | 54,916 | $3.51M | 0.81% | +54,916 | New |
| Benjamin F. Edwards & Company, Inc. | 55,066 | $3.52M | 0.13% | +3,552+6.9% | Added |
| Integrated Wealth Concepts LLC | 55,083 | $3.52M | 0.06% | +3,939+7.7% | Added |
| CMH Wealth Management LLC | 55,173 | $3.53M | 0.95% | +2,569+4.9% | Added |
| TRUE Private Wealth Advisors | 55,222 | $3.53M | 0.52% | +1,165+2.2% | Added |
| Means Investment Co., Inc. | 55,268 | $3.53M | 0.56% | +938+1.7% | Added |
| Eqis Capital Management, Inc. | 55,268 | $3.53M | 0.40% | −6,142−10.0% | Reduced |
| Cornercap Investment Counsel Inc | 55,396 | $3.54M | 0.62% | +1,709+3.2% | Added |
| Mill Capital Management, LLC | 55,801 | $3.57M | 0.34% | +1,620+3.0% | Added |
| Perigon Wealth Management, LLC | 55,837 | $3.57M | 0.14% | +29,337+110.7% | Added |
| Moody National Bank Trust Division | 55,871 | $3.57M | 0.25% | −324−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 56,286 | $3.60M | 0.07% | +7,841+16.2% | Added |
| Harvey Capital Management Inc | 56,334 | $3.60M | 1.32% | 00.0% | Unchanged |
| Burns J W & Co Inc | 56,425 | $3.61M | 0.58% | −464−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 56,542 | $3.62M | 0.14% | +1,351+2.4% | Added |
| Savant Capital, LLC | 56,727 | $3.63M | 0.06% | +15,571+37.8% | Added |
| Varma Mutual Pension Insurance Co | 57,128 | $3.65M | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 57,449 | $3.66M | 0.36% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 57,238 | $3.66M | 0.66% | +336+0.6% | Added |
| Aptus Capital Advisors, LLC | 57,375 | $3.67M | 0.11% | −3,274−5.4% | Reduced |
| Toroso Investments, LLC | 57,649 | $3.69M | 0.11% | +5,532+10.6% | Added |
| Pathstone Family Office, LLC | 54,615 | $3.69M | 0.05% | +7,405+15.7% | Added |
| Carret Asset Management, LLC | 57,758 | $3.69M | 0.49% | −1,342−2.3% | Reduced |
| Snowden Capital Advisors LLC | 57,875 | $3.70M | 0.13% | +10,742+22.8% | Added |
| Factorial Partners, LLC | 58,200 | $3.72M | 2.57% | +6,400+12.4% | Added |
| Vident Investment Advisory, LLC | 58,348 | $3.73M | 0.13% | −80,803−58.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 58,708 | $3.75M | 1.88% | +636+1.1% | Added |
| Beddow Capital Management Inc | 58,710 | $3.75M | 1.91% | +125+0.2% | Added |
| Duncker Streett & Co Inc | 58,719 | $3.76M | 0.84% | −2,165−3.6% | Reduced |
| Intact Investment Management Inc. | 58,800 | $3.76M | 0.15% | −55,700−48.6% | Reduced |
| Iowa State Bank | 58,880 | $3.77M | 0.95% | −1,087−1.8% | Reduced |
| Lipe & Dalton | 58,891 | $3.77M | 2.15% | −580−1.0% | Reduced |
| PEAK6 Investments LLC | 58,902 | $3.77M | 0.32% | +52,405+806.6% | Added |
| FinTrust Capital Advisors, LLC | 52,402 | $3.77M | 0.90% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 59,113 | $3.78M | 0.44% | +3,188+5.7% | Added |
| Tower Bridge Advisors | 59,222 | $3.79M | 0.35% | −31,105−34.4% | Reduced |
| Burney Co | 59,306 | $3.79M | 0.17% | +46,858+376.4% | Added |
| United Capital Management of KS, Inc. | 59,574 | $3.81M | 1.22% | +727+1.2% | Added |
| Roanoke Asset Management Corp | 59,584 | $3.81M | 1.51% | +60.0% | Added |
| Hallmark Capital Management Inc | 59,755 | $3.82M | 0.34% | −1,415−2.3% | Reduced |
| Gilman Hill Asset Management, LLC | 59,778 | $3.82M | 0.71% | +1,051+1.8% | Added |
| Ar Asset Management Inc | 59,774 | $3.82M | 1.03% | −450−0.7% | Reduced |
| Zurich Insurance Group Ltd | 59,800 | $3.82M | 0.04% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $3.84M | 1.19% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 60,000 | $3.84M | 4.31% | 00.0% | Unchanged |
| Clark Estates Inc | 59,968 | $3.84M | 0.65% | +200+0.3% | Added |
| Parallel Advisors, LLC | 60,113 | $3.84M | 0.12% | −4,068−6.3% | Reduced |
| Lincoln National Corp | 60,302 | $3.86M | 0.08% | +3,527+6.2% | Added |
| Walleye Trading LLC | 61,519 | $3.93M | 0.21% | +61,519 | New |