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; 2,530 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
- 2,487
- −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
- 1,068 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 700 | $44.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 715 | $45.7K | 0.02% | +715 | New |
| Godsey & Gibb Associates | 725 | $46.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 749 | $47.9K | 0.00% | −16−2.1% | Reduced |
| Cutler Group LP | 759 | $48.0K | 0.01% | −3,134−80.5% | Reduced |
| First Community Trust NA | 761 | $48.7K | 0.05% | −133−14.9% | Reduced |
| Hoese & Co LLP | 771 | $49.3K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 787 | $50.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 800 | $51.2K | 0.02% | −60−7.0% | Reduced |
| Sound Income Strategies, LLC | 819 | $52.4K | 0.01% | −700−46.1% | Reduced |
| SJS Investment Consulting Inc. | 841 | $53.8K | 0.01% | +48+6.1% | Added |
| CKW Financial Group | 850 | $54.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 867 | $55.4K | 0.05% | 00.0% | Unchanged |
| Studio Investment Management LLC | 892 | $57.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 893 | $57.1K | 0.05% | +600+204.8% | Added |
| Western Pacific Wealth Management, LP | 898 | $57.4K | 0.04% | −56−5.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 927 | $59.3K | 0.05% | −19−2.0% | Reduced |
| Laffer Tengler Investments | 930 | $59.5K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 931 | $59.5K | 0.03% | +5+0.5% | Added |
| JCIC Asset Management Inc. | 940 | $60.1K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 947 | $60.6K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 950 | $60.8K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 961 | $61.0K | 0.02% | +961 | New |
| Founders Capital Management | 1,000 | $64.0K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,005 | $64.3K | 0.01% | +3+0.3% | Added |
| SRS Capital Advisors, Inc. | 1,024 | $65.5K | 0.01% | −515−33.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,042 | $66.6K | 0.02% | +1,042 | New |
| Bay Harbor Wealth Management, LLC | 1,054 | $67.4K | 0.03% | −80−7.1% | Reduced |
| Strategic Investment Solutions, Inc. | 1,070 | $69.2K | 0.01% | −524−32.9% | Reduced |
| Operose Advisors LLC | 1,084 | $69.3K | 0.03% | −187−14.7% | Reduced |
| Old Point Trust & Financial Services N A | 1,086 | $69.5K | 0.03% | +1,086 | New |
| Raffa Wealth Management, LLC | 1,093 | $69.9K | 0.02% | −200−15.5% | Reduced |
| Cyrus J. Lawrence, LLC | 1,100 | $70.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,099 | $70.0K | 0.03% | +206+23.1% | Added |
| MB, Levis & Associates, LLC | 1,126 | $72.0K | 0.05% | +6+0.5% | Added |
| Nalls Sherbakoff Group, LLC | 1,141 | $73.5K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,167 | $74.6K | 0.06% | +30+2.6% | Added |
| Newton One Investments LLC | 1,169 | $74.8K | 0.04% | +9+0.8% | Added |
| Investment Research & Advisory Group, Inc. | 1,170 | $74.8K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,188 | $76.0K | 0.07% | +1,188 | New |
| Tradewinds Capital Management, LLC | 1,189 | $76.1K | 0.02% | +10+0.8% | Added |
| Center for Financial Planning, Inc. | 1,190 | $76.1K | 0.02% | −300−20.1% | Reduced |
| West Paces Advisors Inc. | 1,200 | $76.7K | 0.02% | −100−7.7% | Reduced |
| Albion Financial Group | 1,200 | $76.7K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,264 | $80.0K | 0.01% | −26−2.0% | Reduced |
| Safeguard Financial, LLC | 1,265 | $80.0K | 0.04% | +1,265 | New |
| Bell Investment Advisors, Inc | 1,251 | $80.0K | 0.02% | +214+20.6% | Added |
| Front Row Advisors LLC | 1,301 | $83.0K | 0.04% | +11+0.9% | Added |
| Baystate Wealth Management LLC | 1,317 | $84.2K | 0.01% | −16−1.2% | Reduced |
| PCA Investment Advisory Services Inc. | 1,333 | $85.3K | 0.05% | +1,333 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,360 | $87.0K | 0.00% | −670−33.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,370 | $88.0K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $88.3K | 0.07% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,450 | $92.7K | 0.07% | −43−2.9% | Reduced |
| SkyView Investment Advisors, LLC | 693 | $94.0K | 0.02% | −7,640−91.7% | Reduced |
| DecisionPoint Financial, LLC | 1,505 | $96.2K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,521 | $97.3K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,575 | $100.7K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 1,601 | $102.4K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,602 | $103.0K | 0.01% | +41+2.6% | Added |
| Baker Avenue Asset Management, LP | 1,615 | $103.3K | 0.01% | +482+42.5% | Added |
| Institutional & Family Asset Management, LLC | 1,631 | $104.3K | 0.02% | +39+2.4% | Added |
| KB Financial Partners, LLC | 1,647 | $105.0K | 0.03% | −3,932−70.5% | Reduced |
| Arlington Partners LLC | 1,692 | $108.2K | 0.02% | −182−9.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $108.7K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,767 | $113.0K | 0.01% | +142+8.7% | Added |
| JJJ Advisors Inc. | 1,777 | $113.6K | 0.03% | +54+3.1% | Added |
| Cowen Prime Advisors LLC | 1,800 | $115.1K | 0.04% | −300−14.3% | Reduced |
| Coston, McIsaac & Partners | 1,843 | $117.0K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,868 | $119.5K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,879 | $120.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,900 | $121.5K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,909 | $122.1K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,919 | $122.7K | 0.02% | +349+22.2% | Added |
| McIlrath & Eck, LLC | 1,989 | $127.2K | 0.03% | −126−6.0% | Reduced |
| Tortoise Investment Management, LLC | 2,028 | $129.7K | 0.02% | +100+5.2% | Added |
| Castleview Partners, LLC | 2,120 | $135.6K | 0.12% | −1,395−39.7% | Reduced |
| Carolinas Wealth Consulting LLC | 14,725 | $136.2K | 0.03% | −323−2.1% | Reduced |
| Virtus Investment Advisers, Inc. | 2,148 | $137.4K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,153 | $137.7K | 0.02% | +191+9.7% | Added |
| HHM Wealth Advisors, LLC | 2,194 | $140.3K | 0.03% | +650+42.1% | Added |
| BerganKDV Wealth Management, LLC | 2,229 | $142.5K | 0.01% | −151−6.3% | Reduced |
| Golden State Equity Partners | 2,349 | $150.3K | 0.04% | −5,249−69.1% | Reduced |
| TD Capital Management LLC | 2,446 | $156.4K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,475 | $158.3K | 0.05% | +271+12.3% | Added |
| Plante Moran Financial Advisors, LLC | 2,496 | $159.6K | 0.02% | +839+50.6% | Added |
| WealthPLAN Partners, LLC | 2,556 | $163.5K | 0.02% | +152+6.3% | Added |
| Heritage Wealth Advisors | 2,582 | $165.1K | 0.01% | −35−1.3% | Reduced |
| Heck Capital Advisors, LLC | 2,587 | $165.4K | 0.03% | −58−2.2% | Reduced |
| Global Financial Private Client, LLC | 2,568 | $165.5K | 0.08% | −301−10.5% | Reduced |
| Granite FO LLC | 2,596 | $166.0K | 0.11% | −3,500−57.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,625 | $167.9K | 0.13% | −29−1.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,658 | $170.0K | 0.08% | −126−4.5% | Reduced |
| RFP Financial Group LLC | 2,658 | $170.0K | 0.07% | +2,150+423.2% | Added |
| Blue Chip Partners, Inc. | 2,662 | $170.2K | 0.02% | +39+1.5% | Added |
| Norwood Financial Corp | 2,698 | $172.5K | 0.26% | +898+49.9% | Added |
| TFC Financial Management | 2,716 | $173.7K | 0.04% | +436+19.1% | Added |
| Pacific Center for Financial Services | 2,757 | $176.3K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,830 | $180.0K | 0.12% | +2,830 | New |
| Atlantic Trust, LLC | 2,796 | $184.5K | 0.06% | +9+0.3% | Added |