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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 61,571 | $3.94M | 0.01% | +14,919+32.0% | Added |
| Mairs & Power Inc | 61,783 | $3.95M | 0.04% | −16,242−20.8% | Reduced |
| Sheets Smith Wealth Management | 61,938 | $3.96M | 0.58% | −46−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 62,053 | $3.96M | 0.77% | +3,408+5.8% | Added |
| Two Sigma Securities, LLC | 62,490 | $4.00M | 0.33% | +47,695+322.4% | Added |
| Guinness Atkinson Asset Management Inc | 62,949 | $4.03M | 2.13% | −1,498−2.3% | Reduced |
| HB Wealth Management, LLC | 63,112 | $4.04M | 0.06% | +5,879+10.3% | Added |
| Wells Trecaso Financial Group, LLC | 63,428 | $4.06M | 1.74% | −1,762−2.7% | Reduced |
| Everence Capital Management Inc | 63,056 | $4.06M | 0.33% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 63,617 | $4.07M | 0.30% | +378+0.6% | Added |
| Meridian Wealth Management, LLC | 63,652 | $4.07M | 0.34% | +71+0.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 63,721 | $4.07M | 2.23% | −300.0% | Reduced |
| Ameritas Investment Partners, Inc. | 64,266 | $4.11M | 0.15% | −4,702−6.8% | Reduced |
| Freestone Capital Holdings, LLC | 64,332 | $4.11M | 0.17% | +307+0.5% | Added |
| Oliver Luxxe Assets LLC | 64,361 | $4.12M | 1.03% | +340+0.5% | Added |
| Inlet Private Wealth, LLC | 64,502 | $4.12M | 1.04% | +875+1.4% | Added |
| Canandaigua National Bank & Trust Co | 64,566 | $4.13M | 0.67% | −649−1.0% | Reduced |
| Keeler Thomas Management LLC | 64,686 | $4.14M | 1.67% | +15,894+32.6% | Added |
| Bard Financial Services, Inc. | 64,985 | $4.16M | 0.32% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 65,257 | $4.17M | 0.96% | +75+0.1% | Added |
| Beacon Financial Group | 65,419 | $4.19M | 0.57% | −528−0.8% | Reduced |
| Pacifica Partners Inc. | 64,893 | $4.20M | 2.38% | +6,816+11.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 66,268 | $4.24M | 0.11% | −566−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 66,419 | $4.25M | 0.66% | +275+0.4% | Added |
| Massmutual Trust Co FSB | 66,911 | $4.28M | 0.15% | +55,300+476.3% | Added |
| Sage Capital Advisors,llc | 67,286 | $4.30M | 1.51% | +8,377+14.2% | Added |
| Ferguson Wellman Capital Management, Inc | 67,821 | $4.34M | 0.10% | −874−1.3% | Reduced |
| Wetherby Asset Management Inc | 67,906 | $4.34M | 0.23% | −1,725−2.5% | Reduced |
| Am Investment Strategies LLC | 67,291 | $4.34M | 1.36% | −158−0.2% | Reduced |
| Greenleaf Trust | 68,005 | $4.35M | 0.05% | −4,457−6.2% | Reduced |
| LVW Advisors, LLC | 68,093 | $4.35M | 0.88% | −3,505−4.9% | Reduced |
| Resources Management Corp | 68,141 | $4.36M | 0.68% | +62,179+1,042.9% | Added |
| Sigma Planning Corp | 68,223 | $4.36M | 0.16% | −11,710−14.6% | Reduced |
| Argyle Capital Management Inc. | 68,233 | $4.36M | 1.57% | −5,475−7.4% | Reduced |
| Empirical Finance, LLC | 68,344 | $4.37M | 0.34% | +7,615+12.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 68,431 | $4.38M | 0.01% | −25,775−27.4% | Reduced |
| KCM Investment Advisors LLC | 68,518 | $4.38M | 0.18% | −20,656−23.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 68,586 | $4.39M | 0.26% | +2,660+4.0% | Added |
| Sigma Investment Counselors Inc | 68,816 | $4.40M | 0.32% | −319−0.5% | Reduced |
| Venture Visionary Partners LLC | 68,920 | $4.41M | 0.26% | +9,984+16.9% | Added |
| First Interstate Bank | 69,086 | $4.42M | 0.36% | −1,226−1.7% | Reduced |
| Rossmore Private Capital | 69,245 | $4.43M | 0.66% | −2,001−2.8% | Reduced |
| Cohen Klingenstein LLC | 69,400 | $4.44M | 0.19% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69,453 | $4.44M | 1.42% | +270.0% | Added |
| Rothschild Investment Corp | 69,516 | $4.45M | 0.37% | +2,883+4.3% | Added |
| Wolverine Trading, LLC | 69,746 | $4.46M | 0.06% | +69,746 | New |
| Meritage Portfolio Management | 69,817 | $4.46M | 0.32% | +2,126+3.1% | Added |
| Callahan Advisors, LLC | 69,835 | $4.47M | 0.54% | −25,034−26.4% | Reduced |
| D L Carlson Investment Group Inc | 69,904 | $4.47M | 0.85% | −462−0.7% | Reduced |
| Thompson Investment Management, Inc. | 69,967 | $4.47M | 0.73% | +2,679+4.0% | Added |
| Demars Financial Group, LLC | 70,204 | $4.49M | 2.49% | −347−0.5% | Reduced |
| Delta Asset Management LLC | 70,386 | $4.50M | 0.45% | +3,072+4.6% | Added |
| Evercore Wealth Management, LLC | 70,566 | $4.51M | 0.08% | −2,302−3.2% | Reduced |
| Capula Management Ltd | 70,603 | $4.52M | 0.54% | −842−1.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 71,012 | $4.54M | 1.05% | +2,258+3.3% | Added |
| Eastover Investment Advisors LLC | 71,052 | $4.54M | 2.42% | +311+0.4% | Added |
| Ossiam | 71,074 | $4.55M | 0.08% | +1,758+2.5% | Added |
| Avantax Advisory Services, Inc. | 71,722 | $4.59M | 0.05% | −2,733−3.7% | Reduced |
| Benedict Financial Advisors Inc | 72,595 | $4.64M | 1.28% | +1,461+2.1% | Added |
| Lee Danner & Bass Inc | 72,730 | $4.65M | 0.40% | −2,320−3.1% | Reduced |
| Kanawha Capital Management LLC | 72,822 | $4.66M | 0.43% | +1,280+1.8% | Added |
| SYSTM Wealth Solutions LLC | 72,954 | $4.67M | 0.63% | −240.0% | Reduced |
| FourThought Financial Partners, LLC | 73,457 | $4.70M | 0.62% | +7,223+10.9% | Added |
| Sawtooth Solutions, LLC | 73,471 | $4.70M | 0.13% | +7,844+12.0% | Added |
| Bleakley Financial Group, LLC | 73,809 | $4.72M | 0.15% | +8,274+12.6% | Added |
| Sompo Asset Management Co., Ltd. | 73,820 | $4.72M | 0.88% | +6,700+10.0% | Added |
| Trustmark National Bank Trust Department | 73,945 | $4.73M | 0.44% | −4,717−6.0% | Reduced |
| Moreno Evelyn V | 74,559 | $4.77M | 1.02% | −10,415−12.3% | Reduced |
| Principal Street Partners, LLC | 74,655 | $4.77M | 1.13% | −3,290−4.2% | Reduced |
| Talbot Financial, LLC | 74,685 | $4.78M | 0.81% | +8,078+12.1% | Added |
| Clearstead Advisors, LLC | 75,120 | $4.80M | 0.29% | −541−0.7% | Reduced |
| North Star Investment Management Corp. | 75,237 | $4.81M | 0.39% | −1,995−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 75,415 | $4.82M | 0.36% | −239−0.3% | Reduced |
| Pettee Investors, Inc. | 75,831 | $4.85M | 2.19% | +1,000+1.3% | Added |
| Vinva Investment Management Ltd | 76,398 | $4.89M | 0.43% | +3,593+4.9% | Added |
| Edgewood Management LLC | 76,850 | $4.91M | 0.01% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 77,100 | $4.93M | 0.36% | −4,300−5.3% | Reduced |
| Canal Capital Management, LLC | 77,156 | $4.93M | 1.00% | +1,956+2.6% | Added |
| Equitable Holdings, Inc. | 77,166 | $4.93M | 0.07% | +1,823+2.4% | Added |
| Wasatch Advisors Inc | 77,375 | $4.95M | 0.03% | +4,000+5.5% | Added |
| Edentree Asset Management Ltd | 77,450 | $4.95M | 1.70% | +77,450 | New |
| First Hawaiian Bank | 77,684 | $4.97M | 0.16% | +9,415+13.8% | Added |
| Highland Capital Management, LLC | 77,831 | $4.98M | 0.32% | −1,155−1.5% | Reduced |
| Viking Fund Management LLC | 78,000 | $4.99M | 0.94% | +5,000+6.8% | Added |
| Royal Fund Management, LLC | 78,287 | $5.01M | 0.71% | +3,696+5.0% | Added |
| Ieq Capital, LLC | 78,395 | $5.01M | 0.10% | +503+0.6% | Added |
| Coldstream Capital Management Inc | 78,509 | $5.02M | 0.16% | +5,231+7.1% | Added |
| Richard Bernstein Advisors LLC | 78,519 | $5.02M | 0.11% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 78,913 | $5.05M | 0.60% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 78,966 | $5.05M | 0.24% | +3,284+4.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 79,553 | $5.09M | 1.67% | +2,339+3.0% | Added |
| Segall Bryant & Hamill, LLC | 79,984 | $5.11M | 0.05% | −1,785−2.2% | Reduced |
| Paloma Partners Management Co | 80,115 | $5.12M | 1.18% | +80,115 | New |
| FORA Capital, LLC | 80,582 | $5.15M | 0.73% | −32,199−28.6% | Reduced |
| Van Leeuwen & Company, LLC | 80,000 | $5.15M | 3.23% | −2,575−3.1% | Reduced |
| Brinker Capital Investments, LLC | 80,849 | $5.17M | 0.06% | −9,755−10.8% | Reduced |
| Orion Portfolio Solutions, LLC | 80,849 | $5.17M | 0.06% | −9,755−10.8% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.19M | 0.50% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 81,293 | $5.20M | 0.11% | −10,198−11.1% | Reduced |
| New England Asset Management Inc | 81,531 | $5.21M | 0.76% | 00.0% | Unchanged |