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 |
|---|---|---|---|---|---|
| Grant/GrossMendelsohn, LLC | 3,695 | $232.0K | 0.09% | +3,695 | New |
| Brave Asset Management Inc | 3,639 | $232.7K | 0.07% | +70+2.0% | Added |
| Arbor Investment Advisors, LLC | 3,642 | $232.9K | 0.04% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $233.4K | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,654 | $233.7K | 0.17% | −218−5.6% | Reduced |
| Oak Harvest Investment Services | 3,674 | $234.9K | 0.05% | −222−5.7% | Reduced |
| Howard Capital Management Group, LLC | 3,674 | $235.0K | 0.02% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,674 | $235.0K | 0.02% | +4+0.1% | Added |
| Atticus Wealth Management, LLC | 3,675 | $235.0K | 0.09% | −128−3.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,662 | $235.0K | 0.12% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,676 | $235.1K | 0.20% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,683 | $235.5K | 0.17% | +6+0.2% | Added |
| Westover Capital Advisors, LLC | 3,686 | $235.7K | 0.08% | −220−5.6% | Reduced |
| Certified Advisory Corp | 3,686 | $235.7K | 0.04% | +58+1.6% | Added |
| Slocum, Gordon & Co LLP | 3,694 | $236.2K | 0.20% | +190+5.4% | Added |
| Skba Capital Management LLC | 3,700 | $236.6K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,700 | $236.6K | 0.01% | +39+1.1% | Added |
| Seven Mile Advisory | 3,701 | $236.7K | 0.28% | +3,701 | New |
| Trinity Financial Advisors LLC | 3,710 | $237.3K | 0.13% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,710 | $237.3K | 0.06% | −2,017−35.2% | Reduced |
| Triumph Capital Management | 3,718 | $237.8K | 0.11% | +3,718 | New |
| Carmichael Hill & Associates, Inc. | 3,720 | $237.9K | 0.11% | −948−20.3% | Reduced |
| Atlas Wealth LLC | 3,840 | $238.1K | 0.04% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,727 | $238.4K | 0.14% | +10.0% | Added |
| Register Financial Advisors LLC | 3,733 | $238.7K | 0.17% | +256+7.4% | Added |
| EverSource Wealth Advisors, LLC | 3,734 | $238.8K | 0.03% | −940−20.1% | Reduced |
| Kingfisher Capital LLC | 3,733 | $239.0K | 0.06% | +149+4.2% | Added |
| Gillespie Robinson & Grimm Inc | 3,741 | $239.2K | 0.02% | −49,609−93.0% | Reduced |
| S.E.E.D. Planning Group LLC | 3,750 | $239.8K | 0.08% | +109+3.0% | Added |
| Cornerstone Retirement Group, Inc. | 3,758 | $240.3K | 0.07% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,759 | $240.4K | 0.03% | −263−6.5% | Reduced |
| CFO4Life Group, LLC | 3,768 | $240.9K | 0.05% | +332+9.7% | Added |
| Kearns & Associates LLC | 3,770 | $241.1K | 0.22% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 3,776 | $241.5K | 0.05% | −18,142−82.8% | Reduced |
| Revolve Wealth Partners, LLC | 3,785 | $242.1K | 0.06% | +754+24.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,792 | $242.5K | 0.05% | −197−4.9% | Reduced |
| RBA Wealth Management, LLC | 3,799 | $242.9K | 0.11% | −1,327−25.9% | Reduced |
| Payden & Rygel | 3,800 | $243.0K | 0.02% | −203,940−98.2% | Reduced |
| Dillon & Associates Inc | 3,790 | $243.0K | 0.04% | −15−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,803 | $243.2K | 0.10% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 3,809 | $243.6K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 3,814 | $244.0K | 0.28% | +555+17.0% | Added |
| Wealth Management Associates, Inc. | 3,816 | $244.0K | 0.14% | −79−2.0% | Reduced |
| TriaGen Wealth Management LLC | 3,825 | $244.6K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,828 | $244.8K | 0.04% | −100−2.5% | Reduced |
| Doheny Asset Management | 3,829 | $245.0K | 0.21% | −100−2.5% | Reduced |
| Ellenbecker Investment Group | 3,843 | $245.0K | 0.06% | +19+0.5% | Added |
| State of Wyoming | 3,835 | $245.2K | 0.07% | −4,109−51.7% | Reduced |
| Morris Financial Concepts, Inc. | 3,842 | $245.7K | 0.16% | +691+21.9% | Added |
| Core Alternative Capital | 3,848 | $246.1K | 0.04% | +8+0.2% | Added |
| Condor Capital Management | 3,850 | $246.2K | 0.03% | +3,850 | New |
| Flaharty Asset Management, LLC | 3,873 | $247.7K | 0.04% | +3,873 | New |
| Sandy Cove Advisors, LLC | 3,875 | $247.8K | 0.14% | −107−2.7% | Reduced |
| Nadler Financial Group, Inc. | 3,876 | $247.9K | 0.04% | +305+8.5% | Added |
| Jag Capital Management, LLC | 3,887 | $248.6K | 0.03% | −777−16.7% | Reduced |
| Diversified, LLC | 3,889 | $248.7K | 0.06% | −146−3.6% | Reduced |
| Riverwater Partners LLC | 3,894 | $249.0K | 0.22% | −320−7.6% | Reduced |
| Legacy Capital Group California, Inc. | 3,898 | $249.3K | 0.10% | +128+3.4% | Added |
| PBMares Wealth Management LLC | 3,899 | $249.4K | 0.09% | 00.0% | Unchanged |
| Camden National Bank | 3,904 | $249.7K | 0.05% | −110−2.7% | Reduced |
| Saratoga Research & Investment Management | 3,910 | $250.0K | 0.01% | +9+0.2% | Added |
| Braun-Bostich & Associates Inc. | 3,917 | $250.5K | 0.54% | +399+11.3% | Added |
| Hartline Investment Corp | 3,918 | $250.6K | 0.04% | −320−7.6% | Reduced |
| ORG Partners LLC | 3,919 | $252.5K | 0.04% | +3,919 | New |
| Larson Financial Group LLC | 3,967 | $253.7K | 0.03% | −24,927−86.3% | Reduced |
| Tiedemann Advisors, LLC | 3,979 | $254.5K | 0.01% | −1,599−28.7% | Reduced |
| Riverbridge Partners LLC | 3,981 | $254.6K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,987 | $255.0K | 0.04% | −795−16.6% | Reduced |
| Walker Asset Management, LLC | 3,994 | $255.4K | 0.21% | +29+0.7% | Added |
| AAFCPAs Wealth Management, LLC | 3,995 | $255.5K | 0.16% | +412+11.5% | Added |
| West Branch Capital LLC | 3,996 | $255.6K | 0.13% | −355−8.2% | Reduced |
| Castellan Group, LLC | 4,000 | $255.8K | 0.16% | −26,725−87.0% | Reduced |
| Vanguard Capital Wealth Advisors | 4,000 | $255.8K | 0.23% | −1,200−23.1% | Reduced |
| CVA Family Office, LLC | 4,002 | $255.9K | 0.05% | +45+1.1% | Added |
| Tradewinds, LLC. | 4,010 | $256.4K | 0.15% | +751+23.0% | Added |
| Fort, L.P. | 4,011 | $256.5K | 0.68% | −98−2.4% | Reduced |
| Quaker Wealth Management, LLC | 4,015 | $256.8K | 0.12% | +1,109+38.2% | Added |
| Enterprise Bank & Trust Co | 4,018 | $257.0K | 0.10% | +4,018 | New |
| Parthenon LLC | 4,023 | $257.3K | 0.04% | −5,829−59.2% | Reduced |
| Orser Capital Management, LLC | 4,030 | $257.7K | 0.26% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 4,048 | $258.9K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,056 | $259.4K | 0.05% | +4,056 | New |
| Hendershot Investments Inc. | 4,058 | $259.5K | 0.04% | −193−4.5% | Reduced |
| Financial Management Professionals, Inc. | 4,066 | $260.0K | 0.04% | −1,322−24.5% | Reduced |
| StrategIQ Financial Group, LLC | 4,079 | $260.8K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,080 | $260.9K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,086 | $261.3K | 0.07% | −1,500−26.9% | Reduced |
| Axq Capital, LP | 4,100 | $262.2K | 0.32% | −25,190−86.0% | Reduced |
| NBW Capital LLC | 4,121 | $263.5K | 0.06% | +470+12.9% | Added |
| Basepoint Wealth LLC | 4,124 | $263.8K | 0.22% | +51+1.3% | Added |
| Carson Advisory Inc. | 4,140 | $264.8K | 0.22% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 4,155 | $265.7K | 0.02% | +5+0.1% | Added |
| WestHill Financial Advisors, Inc. | 4,161 | $266.1K | 0.08% | −36−0.9% | Reduced |
| Freedom Day Solutions, LLC | 4,174 | $266.9K | 0.12% | −806−16.2% | Reduced |
| Clean Yield Group | 4,180 | $267.3K | 0.11% | −150−3.5% | Reduced |
| West Oak Capital, LLC | 4,190 | $268.0K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 4,189 | $268.0K | 0.00% | +4,189 | New |
| First Citizens Financial Corp | 4,198 | $268.5K | 0.18% | +4,198 | New |
| Endurance Wealth Management, Inc. | 4,199 | $269.0K | 0.04% | +262+6.7% | Added |
| West Coast Financial LLC | 4,209 | $269.2K | 0.04% | +130+3.2% | Added |