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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 2,909 | $186.0K | 0.07% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,928 | $187.0K | 0.13% | +16+0.5% | Added |
| Addison Advisors LLC | 2,928 | $187.2K | 0.09% | −19−0.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,969 | $189.9K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,989 | $191.2K | 0.06% | +99+3.4% | Added |
| Chesapeake Asset Management LLC | 2,990 | $191.3K | 0.17% | −1,260−29.6% | Reduced |
| First Capital Advisors Group, LLC. | 3,009 | $192.4K | 0.10% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,068 | $196.2K | 0.05% | +5+0.2% | Added |
| Annapolis Financial Services, LLC | 3,086 | $197.3K | 0.06% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,110 | $199.0K | 0.13% | −85−2.7% | Reduced |
| Tyler-Stone Wealth Management | 3,121 | $200.0K | 0.11% | +3,121 | New |
| Capital Market Strategies LLC | 3,133 | $200.4K | 0.19% | +3,133 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,135 | $200.5K | 0.10% | +94+3.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,137 | $200.6K | 0.13% | +3,137 | New |
| Pittenger & Anderson Inc | 3,145 | $201.1K | 0.01% | +200+6.8% | Added |
| Per Stirling Capital Management, LLC. | 3,153 | $201.6K | 0.04% | +57+1.8% | Added |
| Auxano Advisors, LLC | 2,920 | $202.4K | 0.08% | 00.0% | Unchanged |
| Seascape Capital Management | 3,178 | $203.0K | 0.10% | −90−2.8% | Reduced |
| 44 Wealth Management LLC | 3,176 | $203.1K | 0.07% | −10−0.3% | Reduced |
| Brown Capital Management LLC | 3,177 | $203.2K | 0.00% | 00.0% | Unchanged |
| CIC Wealth, LLC | 3,191 | $204.1K | 0.07% | −200−5.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,192 | $204.1K | 0.06% | −216−6.3% | Reduced |
| Aua Capital Management, LLC | 3,192 | $204.1K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,197 | $204.5K | 0.04% | +78+2.5% | Added |
| Punch & Associates Investment Management, Inc. | 3,200 | $204.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,219 | $205.8K | 0.05% | −1,174−26.7% | Reduced |
| Pacific Sage Partners, LLC | 3,230 | $206.6K | 0.06% | −575−15.1% | Reduced |
| Northcape Wealth Management, LLC | 3,237 | $207.0K | 0.07% | +220+7.3% | Added |
| FirstPurpose Wealth LLC | 3,240 | $207.2K | 0.09% | +184+6.0% | Added |
| Tranquility Partners, LLC | 3,241 | $207.3K | 0.09% | +22+0.7% | Added |
| Wills Financial Group, Inc. | 3,244 | $207.5K | 0.11% | −10.0% | Reduced |
| Zullo Investment Group, Inc. | 3,244 | $207.5K | 0.12% | −88−2.6% | Reduced |
| AlphaCentric Advisors LLC | 3,248 | $207.7K | 0.12% | −231−6.6% | Reduced |
| Menard Financial Group LLC | 3,249 | $207.8K | 0.43% | +3,249 | New |
| Traphagen Investment Advisors LLC | 3,250 | $207.8K | 0.03% | +13+0.4% | Added |
| Madden Securities Corp | 3,250 | $207.8K | 0.11% | −8,095−71.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,257 | $208.3K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,263 | $208.7K | 0.03% | +142+4.5% | Added |
| Patten Group, Inc. | 3,267 | $208.9K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,268 | $209.0K | 0.05% | −394−10.8% | Reduced |
| Heartwood Wealth Advisors LLC | 3,277 | $209.6K | 0.03% | −26−0.8% | Reduced |
| Investment Advisory Group, LLC | 3,285 | $210.1K | 0.11% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,285 | $210.1K | 0.13% | +182+5.9% | Added |
| Firestone Capital Management | 3,397 | $210.1K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 3,290 | $210.4K | 0.04% | +3,290 | New |
| Oak Asset Management, LLC | 3,315 | $212.0K | 0.09% | −100−2.9% | Reduced |
| Old North State Wealth Management, LLC | 3,311 | $212.1K | 0.19% | −56−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 3,318 | $212.2K | 0.05% | +20+0.6% | Added |
| Horan Capital Advisors, LLC. | 3,334 | $213.2K | 0.08% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,338 | $213.4K | 0.12% | +19+0.6% | Added |
| Pegasus Partners Ltd. | 3,350 | $214.2K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,348 | $214.3K | 0.02% | +68+2.1% | Added |
| Fortune 45 LLC | 3,335 | $214.4K | 0.22% | +3,335 | New |
| GM Advisory Group, Inc. | 3,357 | $214.7K | 0.02% | −80−2.3% | Reduced |
| Greenwich Wealth Management LLC | 3,358 | $215.0K | 0.02% | −684−16.9% | Reduced |
| MEMBERS Trust Co | 3,368 | $215.4K | 0.01% | +3,368 | New |
| Michael S. Ryan, Inc. | 3,343 | $215.4K | 0.20% | +3,343 | New |
| Sugarloaf Wealth Management, LLC | 3,370 | $215.5K | 0.05% | −388−10.3% | Reduced |
| Northwest Investment Counselors, LLC | 3,373 | $215.7K | 0.06% | −191−5.4% | Reduced |
| DeDora Capital, Inc. | 3,381 | $216.2K | 0.08% | +4+0.1% | Added |
| PVG Asset Management Corp | 3,384 | $216.4K | 0.93% | −371−9.9% | Reduced |
| Liberty Wealth Management LLC | 3,394 | $217.0K | 0.05% | +11+0.3% | Added |
| Colton Groome Financial Advisors, LLC | 3,394 | $217.0K | 0.10% | −198−5.5% | Reduced |
| Clarus Group, Inc. | 3,399 | $217.4K | 0.16% | +3,399 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,400 | $217.4K | 0.19% | +300+9.7% | Added |
| Glen Eagle Advisors, LLC | 3,413 | $218.2K | 0.05% | −409−10.7% | Reduced |
| Blueshift Asset Management, LLC | 3,428 | $219.2K | 0.08% | −2,726−44.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 3,439 | $219.9K | 0.02% | +201+6.2% | Added |
| Pring Turner Capital Group Inc | 3,440 | $220.0K | 0.20% | 00.0% | Unchanged |
| Covestor Ltd | 3,449 | $221.0K | 0.17% | −1,498−30.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,464 | $221.5K | 0.14% | −116−3.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,464 | $221.5K | 0.08% | +100+3.0% | Added |
| Cadent Capital Advisors, LLC | 3,468 | $221.8K | 0.14% | +29+0.8% | Added |
| Jarislowsky, Fraser Ltd | 3,470 | $221.9K | 0.00% | −1,655−32.3% | Reduced |
| Missouri Trust & Investment Co | 3,472 | $222.0K | 0.13% | −12−0.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 3,490 | $223.0K | 0.06% | +2,035+139.9% | Added |
| Cassady Schiller Wealth Management, LLC | 3,500 | $223.8K | 0.12% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,508 | $224.3K | 0.15% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,510 | $224.4K | 0.02% | −65−1.8% | Reduced |
| Massachusetts Financial Services Co | 3,515 | $224.8K | 0.00% | −14,860−80.9% | Reduced |
| Armbruster Capital Management, Inc. | 3,515 | $224.8K | 0.06% | 00.0% | Unchanged |
| RW Investment Management LLC | 3,517 | $224.9K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,518 | $225.0K | 0.16% | +101+3.0% | Added |
| Abner Herrman & Brock LLC | 3,520 | $225.0K | 0.03% | −210,264−98.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,512 | $225.0K | 0.07% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,541 | $226.0K | 0.09% | 00.0% | Unchanged |
| Boltwood Capital Management | 3,538 | $226.2K | 0.08% | +50+1.4% | Added |
| TFG Advisers LLC | 3,544 | $226.6K | 0.10% | +94+2.7% | Added |
| Vantage Consulting Group Inc | 3,550 | $227.0K | 0.13% | −98−2.7% | Reduced |
| Syntax Advisors, LLC | 3,550 | $227.0K | 0.18% | −98−2.7% | Reduced |
| Signet Financial Management, LLC | 3,555 | $227.4K | 0.04% | +4+0.1% | Added |
| Advus Financial Partners, LLC | 3,556 | $227.4K | 0.09% | −469−11.7% | Reduced |
| Quad-Cities Investment Group, LLC | 3,563 | $227.9K | 0.15% | −211−5.6% | Reduced |
| Gryphon Financial Partners LLC | 3,576 | $228.7K | 0.05% | −1,768−33.1% | Reduced |
| Kathmere Capital Management, LLC | 3,582 | $229.1K | 0.04% | +70+2.0% | Added |
| Texas Capital Bancshares Inc | 3,596 | $230.0K | 0.13% | −117−3.2% | Reduced |
| Koss-Olinger Consulting, LLC | 3,592 | $230.0K | 0.03% | −704−16.4% | Reduced |
| Resurgent Financial Advisors LLC | 3,615 | $231.2K | 0.15% | +404+12.6% | Added |
| Journey Strategic Wealth LLC | 3,616 | $231.3K | 0.01% | −3,209−47.0% | Reduced |
| Quantum Private Wealth, LLC | 3,624 | $231.8K | 0.11% | −100−2.7% | Reduced |