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 |
|---|---|---|---|---|---|
| Shorepoint Capital Partners LLC | 81,716 | $5.23M | 1.47% | +829+1.0% | Added |
| Wesleyan Assurance Society | 82,443 | $5.27M | 0.56% | 00.0% | Unchanged |
| Haverford Trust Co | 82,857 | $5.30M | 0.06% | −1,458−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 83,318 | $5.33M | 0.38% | −131−0.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 132,895 | $5.36M | 1.14% | +83,710+170.2% | Added |
| Advisor Partners II, LLC | 83,893 | $5.36M | 0.25% | +1,768+2.2% | Added |
| Welch Group, LLC | 84,116 | $5.38M | 0.31% | +4,955+6.3% | Added |
| Mount Yale Investment Advisors, LLC | 84,152 | $5.38M | 0.57% | +924+1.1% | Added |
| NBT Bank N A | 84,163 | $5.38M | 0.77% | −2,952−3.4% | Reduced |
| RSM US Wealth Management LLC | 84,211 | $5.39M | 0.18% | −2,413−2.8% | Reduced |
| Aviance Capital Partners, LLC | 84,227 | $5.39M | 1.14% | +5,366+6.8% | Added |
| FAI Wealth Management | 84,230 | $5.39M | 4.82% | +1,103+1.3% | Added |
| Aquatic Capital Management LLC | 84,600 | $5.41M | 0.29% | +3,100+3.8% | Added |
| Dean Investment Associates, LLC | 84,900 | $5.43M | 0.88% | +17,777+26.5% | Added |
| BTC Capital Management, Inc. | 85,768 | $5.48M | 0.59% | +1,402+1.7% | Added |
| Eagle Rock Investment Company, LLC | 89,174 | $5.52M | 1.19% | −1,738−1.9% | Reduced |
| Howe & Rusling Inc | 86,287 | $5.52M | 0.62% | −200.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 86,596 | $5.54M | 0.59% | +86,596 | New |
| Mechanics Bank Trust Department | 86,752 | $5.55M | 0.89% | +411+0.5% | Added |
| Bradley Foster & Sargent Inc | 87,762 | $5.61M | 0.12% | +243+0.3% | Added |
| Alps Advisors Inc | 88,438 | $5.66M | 0.05% | −2,446−2.7% | Reduced |
| Metis Global Partners, LLC | 88,650 | $5.67M | 0.31% | −496−0.6% | Reduced |
| Twin Capital Management Inc | 88,742 | $5.68M | 0.74% | +4,728+5.6% | Added |
| Bogart Wealth, LLC | 89,155 | $5.70M | 0.36% | +2,898+3.4% | Added |
| Simplex Trading, LLC | 89,359 | $5.71M | 0.24% | +89,359 | New |
| TCWP LLC | 89,375 | $5.72M | 1.22% | +70,925+384.4% | Added |
| Poehling Capital Management, LLC | 62,910 | $5.72M | 1.93% | +1,311+2.1% | Added |
| Geneos Wealth Management Inc. | 89,833 | $5.74M | 0.30% | +11,791+15.1% | Added |
| Searle & Co. | 93,144 | $5.79M | 1.79% | −112−0.1% | Reduced |
| Gibraltar Capital Management, Inc. | 91,085 | $5.82M | 2.58% | +1,688+1.9% | Added |
| Assenagon Asset Management S.A. | 91,174 | $5.83M | 0.02% | +59+0.1% | Added |
| Metropolitan Life Insurance Co | 91,553 | $5.85M | 0.28% | −3,546−3.7% | Reduced |
| HGK Asset Management Inc | 91,584 | $5.86M | 1.86% | +3,322+3.8% | Added |
| Scott & Selber, Inc. | 92,230 | $5.90M | 2.31% | −192−0.2% | Reduced |
| Toth Financial Advisory Corp | 93,290 | $5.97M | 0.86% | −3,206−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 93,813 | $6.00M | 0.06% | −2,136−2.2% | Reduced |
| Osborne Partners Capital Management, LLC | 94,490 | $6.04M | 0.44% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 94,800 | $6.06M | 1.40% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 94,844 | $6.07M | 0.25% | −1,782−1.8% | Reduced |
| Quantinno Capital Management LP | 94,958 | $6.07M | 0.35% | +5,653+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 96,303 | $6.16M | 0.09% | −18,315−16.0% | Reduced |
| Bessemer Group Inc | 96,396 | $6.16M | 0.01% | +14,149+17.2% | Added |
| First Horizon Advisors, Inc. | 97,741 | $6.25M | 0.22% | −548−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 97,849 | $6.26M | 0.23% | −21,956−18.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 98,066 | $6.27M | 0.21% | +1,131+1.2% | Added |
| Shell Asset Management Co | 98,179 | $6.28M | 0.25% | −39,230−28.5% | Reduced |
| B&D White Capital Company, LLC | 98,375 | $6.29M | 2.17% | +98,375 | New |
| Motco | 98,507 | $6.30M | 0.41% | −339−0.3% | Reduced |
| Hantz Financial Services, Inc. | 98,914 | $6.33M | 0.16% | +663+0.7% | Added |
| Cypress Capital Group | 99,496 | $6.36M | 0.92% | −9,805−9.0% | Reduced |
| Freemont Management S.A. | 99,700 | $6.38M | 0.80% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100,509 | $6.43M | 0.41% | −4,666−4.4% | Reduced |
| Argent Trust Co | 100,797 | $6.45M | 0.35% | +1,723+1.7% | Added |
| Brown Brothers Harriman & Co | 101,543 | $6.49M | 0.05% | −10,966−9.7% | Reduced |
| Stansberry Asset Management, LLC | 102,057 | $6.53M | 1.20% | −69,009−40.3% | Reduced |
| CX Institutional | 102,121 | $6.53M | 0.34% | +3,656+3.7% | Added |
| XML Financial, LLC | 102,136 | $6.53M | 0.76% | +2,390+2.4% | Added |
| Point72 Middle East FZE | 102,444 | $6.55M | 0.36% | +102,444 | New |
| Aaron Wealth Advisors | 102,459 | $6.55M | 0.85% | −162−0.2% | Reduced |
| Journey Advisory Group, LLC | 103,203 | $6.60M | 0.99% | +9,275+9.9% | Added |
| New Mexico Educational Retirement Board | 103,334 | $6.61M | 0.29% | +4,900+5.0% | Added |
| Boston Private Wealth LLC | 104,807 | $6.70M | 0.12% | −9,827−8.6% | Reduced |
| Salem Investment Counselors Inc | 104,947 | $6.71M | 0.24% | −4,051−3.7% | Reduced |
| Signaturefd, LLC | 105,422 | $6.74M | 0.17% | −1,339−1.3% | Reduced |
| Biechele Royce Advisors | 105,677 | $6.76M | 2.35% | −8,686−7.6% | Reduced |
| London Co of Virginia | 105,912 | $6.77M | 0.04% | −587−0.6% | Reduced |
| Ostrum Asset Management | 106,632 | $6.82M | 0.57% | −938−0.9% | Reduced |
| Hoylecohen, LLC | 106,864 | $6.83M | 0.60% | −587−0.5% | Reduced |
| Advocate Group LLC | 107,206 | $6.86M | 1.51% | +814+0.8% | Added |
| Moors & Cabot, Inc. | 107,812 | $6.89M | 0.46% | +1,753+1.7% | Added |
| Grassi Investment Management | 108,560 | $6.94M | 0.76% | −1,700−1.5% | Reduced |
| Whittier Trust Co | 108,766 | $6.96M | 0.12% | −2,557−2.3% | Reduced |
| Arcadia Investment Management Corp | 108,857 | $6.96M | 1.41% | −2,733−2.4% | Reduced |
| McGuire Investment Group, LLC | 108,964 | $6.97M | 1.30% | −4,096−3.6% | Reduced |
| Stephens Inc | 109,336 | $6.99M | 0.13% | +1,913+1.8% | Added |
| Glenview Trust Co | 109,447 | $7.00M | 0.19% | +1,082+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 109,906 | $7.03M | 0.73% | −11,000−9.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 109,980 | $7.03M | 0.07% | +42,918+64.0% | Added |
| Trust Co of Vermont | 110,089 | $7.04M | 0.46% | +79+0.1% | Added |
| Patten & Patten Inc | 110,310 | $7.05M | 0.58% | +4,323+4.1% | Added |
| Private Asset Management Inc | 110,411 | $7.06M | 1.36% | −26,924−19.6% | Reduced |
| GAM Holding AG | 110,417 | $7.06M | 0.49% | −91−0.1% | Reduced |
| LaFleur & Godfrey LLC | 110,528 | $7.07M | 1.06% | +370.0% | Added |
| JustInvest LLC | 111,172 | $7.11M | 0.22% | −8,237−6.9% | Reduced |
| SFE Investment Counsel | 111,555 | $7.13M | 2.02% | +1,085+1.0% | Added |
| Clearbridge Investments, LLC | 111,987 | $7.16M | 0.01% | −4,800−4.1% | Reduced |
| TownSquare Capital, LLC | 112,567 | $7.20M | 0.13% | +11,796+11.7% | Added |
| ARS Wealth Advisors Group, LLC | 112,991 | $7.23M | 1.15% | −260.0% | Reduced |
| Silvercrest Asset Management Group LLC | 113,198 | $7.24M | 0.05% | +120.0% | Added |
| Griffin Asset Management, Inc. | 114,608 | $7.33M | 0.99% | +13,566+13.4% | Added |
| Annex Advisory Services, LLC | 114,727 | $7.34M | 0.41% | −1,516−1.3% | Reduced |
| Westpac Banking Corp | 114,935 | $7.35M | 0.52% | −318,663−73.5% | Reduced |
| WealthTrust Axiom LLC | 115,713 | $7.40M | 2.45% | −222−0.2% | Reduced |
| Romano Brothers and Company | 116,512 | $7.45M | 1.11% | −1,397−1.2% | Reduced |
| Flputnam Investment Management Co | 117,363 | $7.51M | 0.20% | −31,701−21.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 118,117 | $7.55M | 0.36% | +7,269+6.6% | Added |
| BancorpSouth Bank | 118,582 | $7.58M | 0.66% | +910+0.8% | Added |
| Biondo Investment Advisors, LLC | 119,117 | $7.62M | 1.41% | +2,799+2.4% | Added |
| Sandy Spring Bank | 119,472 | $7.64M | 0.41% | −2,350−1.9% | Reduced |
| Marathon Capital Management | 119,542 | $7.64M | 1.89% | −943−0.8% | Reduced |