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 |
|---|---|---|---|---|---|
| Canal Insurance CO | 120,000 | $7.67M | 2.16% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 120,000 | $7.67M | 2.20% | +35,000+41.2% | Added |
| Cetera Advisors LLC | 120,787 | $7.72M | 0.12% | +2,558+2.2% | Added |
| Calamos Wealth Management LLC | 122,811 | $7.85M | 0.58% | −32,212−20.8% | Reduced |
| Wright Investors Service Inc | 123,545 | $7.90M | 2.23% | −24,006−16.3% | Reduced |
| Martin Investment Management, LLC | 124,053 | $7.93M | 2.24% | −3,709−2.9% | Reduced |
| Gamco Investors, Inc. Et Al | 124,720 | $7.98M | 0.08% | −8,337−6.3% | Reduced |
| Transcend Wealth Collective, LLC | 125,694 | $8.04M | 0.77% | −3,431−2.7% | Reduced |
| Edgar Lomax Co | 126,022 | $8.06M | 0.53% | −1,743−1.4% | Reduced |
| Jacobs & Co | 126,129 | $8.06M | 0.96% | +555+0.4% | Added |
| Banque Cantonale Vaudoise | 126,479 | $8.09M | 0.38% | +10,784+9.3% | Added |
| Johnson Investment Counsel Inc | 126,862 | $8.11M | 0.10% | +1,542+1.2% | Added |
| American Assets Investment Management, LLC | 127,000 | $8.12M | 0.90% | 00.0% | Unchanged |
| Assetmark, Inc | 127,509 | $8.15M | 0.03% | +15,722+14.1% | Added |
| Kestra Private Wealth Services, LLC | 127,690 | $8.17M | 0.28% | +17,761+16.2% | Added |
| Azimuth Capital Investment Management LLC | 129,122 | $8.26M | 0.39% | −3,895−2.9% | Reduced |
| Veritable, L.P. | 129,154 | $8.26M | 0.13% | +49,997+63.2% | Added |
| Parsons Capital Management Inc | 129,293 | $8.27M | 0.63% | +1,415+1.1% | Added |
| Muhlenkamp & Co Inc | 129,569 | $8.29M | 2.94% | +129,569 | New |
| Raymond James Trust N.A. | 129,835 | $8.30M | 0.24% | +1,611+1.3% | Added |
| Louisiana State Employees Retirement System | 130,000 | $8.31M | 0.18% | −8,200−5.9% | Reduced |
| LMCG Investments, LLC | 131,233 | $8.39M | 0.54% | +77,040+142.2% | Added |
| Rockland Trust Co | 131,934 | $8.44M | 0.50% | +8,416+6.8% | Added |
| Tiaa, FSB | 132,199 | $8.45M | 0.03% | +315+0.2% | Added |
| Socorro Asset Management LP | 132,228 | $8.46M | 3.57% | +30,000+29.3% | Added |
| Advisory Services Network, LLC | 132,332 | $8.46M | 0.23% | +13,183+11.1% | Added |
| California First Leasing Corp | 132,800 | $8.49M | 5.19% | 00.0% | Unchanged |
| Claret Asset Management Corp | 132,902 | $8.50M | 1.66% | +9,417+7.6% | Added |
| Mengis Capital Management, Inc. | 133,469 | $8.54M | 1.70% | −8,775−6.2% | Reduced |
| Greenwood Capital Associates LLC | 134,026 | $8.57M | 1.20% | +845+0.6% | Added |
| Cullinan Associates Inc | 134,383 | $8.59M | 0.47% | −29,439−18.0% | Reduced |
| Advisors Capital Management, LLC | 135,326 | $8.65M | 0.21% | −60,968−31.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 136,187 | $8.71M | 0.21% | −16,501−10.8% | Reduced |
| Ethic Inc. | 136,893 | $8.75M | 0.32% | +15,369+12.6% | Added |
| Shelton Capital Management | 137,004 | $8.76M | 0.32% | −32,798−19.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 137,092 | $8.77M | 0.13% | −1,400−1.0% | Reduced |
| Eagle Asset Management Inc | 137,673 | $8.80M | 0.05% | +10,957+8.6% | Added |
| Baader Bank INC | 138,876 | $8.88M | 0.77% | −125−0.1% | Reduced |
| South Dakota Investment Council | 142,117 | $9.09M | 0.19% | −3,200−2.2% | Reduced |
| Wintrust Investments LLC | 142,259 | $9.10M | 0.91% | −25,911−15.4% | Reduced |
| Northern Oak Wealth Management Inc | 142,307 | $9.10M | 1.08% | +28,843+25.4% | Added |
| Kovitz Investment Group Partners, LLC | 142,717 | $9.13M | 0.13% | −19,346−11.9% | Reduced |
| Tufton Capital Management | 142,854 | $9.14M | 1.97% | −2,548−1.8% | Reduced |
| Umb Bank N A | 142,927 | $9.14M | 0.14% | −3,692−2.5% | Reduced |
| Forbes J M & Co LLP | 144,122 | $9.22M | 1.15% | −1,510−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 144,181 | $9.22M | 0.78% | −1,270−0.9% | Reduced |
| Woodstock Corp | 146,844 | $9.39M | 1.11% | −2,197−1.5% | Reduced |
| Hartford Investment Management Co | 148,536 | $9.50M | 0.36% | −31,708−17.6% | Reduced |
| Investment Management Corp of Ontario | 148,969 | $9.53M | 0.41% | +7,000+4.9% | Added |
| Sit Investment Associates Inc | 149,675 | $9.57M | 0.25% | +7,005+4.9% | Added |
| Chartwell Investment Partners, LLC | 151,299 | $9.68M | 0.35% | −50,063−24.9% | Reduced |
| Financial Counselors Inc | 151,937 | $9.72M | 0.20% | −3,298−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 151,943 | $9.72M | 0.15% | +2,198+1.5% | Added |
| Partners Capital Investment Group, LLP | 153,726 | $9.83M | 0.21% | −62,572−28.9% | Reduced |
| Bokf, NA | 153,729 | $9.83M | 0.20% | −23,599−13.3% | Reduced |
| Heritage Investors Management Corp | 153,779 | $9.83M | 0.39% | −1,421−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 154,091 | $9.85M | 0.37% | −3,113−2.0% | Reduced |
| Gotham Asset Management, LLC | 155,295 | $9.93M | 0.22% | +63,449+69.1% | Added |
| F&V Capital Management, LLC | 155,468 | $9.94M | 3.21% | −1,630−1.0% | Reduced |
| First National Bank of Omaha | 155,792 | $9.96M | 0.57% | +3,482+2.3% | Added |
| Neville Rodie & Shaw Inc | 156,465 | $10.0M | 0.86% | −1,125−0.7% | Reduced |
| Ci Investments Inc. | 158,158 | $10.1M | 0.05% | +1,977+1.3% | Added |
| Cutler Investment Counsel LLC | 158,363 | $10.1M | 1.53% | −4,296−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 158,454 | $10.1M | 0.16% | +15,000+10.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 159,716 | $10.2M | 0.33% | +16,138+11.2% | Added |
| Te Ahumairangi Investment Management Ltd | 159,922 | $10.2M | 1.39% | +19,145+13.6% | Added |
| NorthCrest Asset Manangement, LLC | 159,961 | $10.2M | 0.40% | +1,787+1.1% | Added |
| Welch & Forbes LLC | 160,194 | $10.2M | 0.16% | −2,797−1.7% | Reduced |
| Atria Investments LLC | 160,279 | $10.2M | 0.18% | +7,402+4.8% | Added |
| Maryland State Retirement & Pension System | 160,601 | $10.3M | 0.22% | −8,011−4.8% | Reduced |
| Scotia Capital Inc. | 161,972 | $10.4M | 0.07% | +49,630+44.2% | Added |
| Belpointe Asset Management LLC | 162,224 | $10.4M | 1.10% | +6,906+4.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 164,409 | $10.5M | 0.35% | −7,240−4.2% | Reduced |
| Cetera Investment Advisers | 165,653 | $10.6M | 0.09% | −9,902−5.6% | Reduced |
| Bollard Group LLC | 168,272 | $10.8M | 0.37% | +1,184+0.7% | Added |
| Kentucky Retirement Systems | 168,913 | $10.8M | 0.36% | +803+0.5% | Added |
| Vestcor Inc | 170,434 | $10.9M | 0.40% | −2,615−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 170,470 | $10.9M | 1.16% | +11,105+7.0% | Added |
| Daiwa Securities Group Inc. | 170,927 | $10.9M | 0.07% | +1,940+1.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $11.0M | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 172,669 | $11.0M | 0.27% | +51,682+42.7% | Added |
| Elo Mutual Pension Insurance Co | 172,700 | $11.0M | 0.33% | +8,481+5.2% | Added |
| Old National Bancorp | 173,427 | $11.1M | 0.32% | +3,415+2.0% | Added |
| Capstone Investment Advisors, LLC | 173,675 | $11.1M | 0.33% | +73,794+73.9% | Added |
| Tamar Securities, LLC | 174,283 | $11.1M | 2.74% | +24,068+16.0% | Added |
| Stack Financial Management, Inc | 174,513 | $11.2M | 1.25% | +3,581+2.1% | Added |
| Securian Asset Management, Inc | 176,358 | $11.3M | 0.29% | −4,130−2.3% | Reduced |
| Bailard, Inc. | 177,375 | $11.3M | 0.40% | −51,367−22.5% | Reduced |
| Lido Advisors, LLC | 178,400 | $11.4M | 0.13% | +9,160+5.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 178,864 | $11.4M | 2.39% | −427−0.2% | Reduced |
| Strategic Global Advisors, LLC | 180,995 | $11.6M | 1.78% | −13,040−6.7% | Reduced |
| Skylands Capital, LLC | 182,050 | $11.6M | 1.67% | −4,975−2.7% | Reduced |
| Bank of Nova Scotia | 183,817 | $11.8M | 0.03% | +27,652+17.7% | Added |
| Cna Financial Corp | 185,000 | $11.8M | 7.11% | +10,000+5.7% | Added |
| Parallax Volatility Advisers, L.P. | 185,180 | $11.8M | 0.41% | +156,794+552.4% | Added |
| Norinchukin Bank, The | 187,008 | $12.0M | 0.20% | +46,265+32.9% | Added |
| Associated Banc-Corp | 188,330 | $12.0M | 0.46% | −1,016−0.5% | Reduced |
| Modera Wealth Management, LLC | 188,642 | $12.1M | 0.22% | +174,768+1,259.7% | Added |
| British Columbia Investment Management Corp | 190,046 | $12.2M | 0.11% | −400.0% | Reduced |
| Wealthfront Advisers LLC | 190,273 | $12.2M | 0.05% | +6,285+3.4% | Added |