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 |
|---|---|---|---|---|---|
| Hourglass Capital, LLC | 4,213 | $269.4K | 0.09% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 4,220 | $269.9K | 0.14% | +562+15.4% | Added |
| JFS Wealth Advisors, LLC | 4,237 | $271.0K | 0.02% | +9+0.2% | Added |
| Souders Financial Advisors | 4,251 | $271.8K | 0.05% | −35,620−89.3% | Reduced |
| Sage Rhino Capital LLC | 4,260 | $272.4K | 0.08% | −292−6.4% | Reduced |
| Hutchinson Capital Management | 4,281 | $273.8K | 0.06% | +27+0.6% | Added |
| PYA Waltman Capital, LLC | 4,455 | $274.5K | 0.12% | +530+13.5% | Added |
| Zions Bancorporation, N.A. | 4,297 | $274.8K | 0.02% | −162−3.6% | Reduced |
| Keb Asset Management, LLC | 4,300 | $275.0K | 0.11% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,300 | $275.0K | 0.17% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,303 | $275.2K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 4,319 | $276.2K | 0.04% | +851+24.5% | Added |
| Northstar Asset Management LLC | 4,348 | $278.1K | 0.08% | +479+12.4% | Added |
| Stony Point Wealth Management Inc. | 4,362 | $278.9K | 0.14% | −110−2.5% | Reduced |
| Winthrop Advisory Group LLC | 4,369 | $279.4K | 0.04% | −38−0.9% | Reduced |
| Montz Harcus Wealth Management LLC | 4,371 | $279.5K | 0.23% | +882+25.3% | Added |
| Valmark Advisers, Inc. | 4,374 | $279.7K | 0.01% | −888−16.9% | Reduced |
| SignalPoint Asset Management, LLC | 4,381 | $280.2K | 0.09% | −34−0.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,386 | $280.5K | 0.25% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,401 | $281.4K | 0.09% | −752−14.6% | Reduced |
| WR Wealth Planners, LLC | 4,403 | $281.6K | 0.11% | +692+18.6% | Added |
| Authentikos Wealth Advisory, LLC | 4,407 | $281.8K | 0.27% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,446 | $284.3K | 0.14% | −35−0.8% | Reduced |
| Financial Advisors, LLC | 4,457 | $285.0K | 0.07% | −421−8.6% | Reduced |
| American National Bank | 4,474 | $286.1K | 0.05% | −10−0.2% | Reduced |
| Colonial River Wealth Management, LLC | 4,498 | $287.7K | 0.19% | −57−1.3% | Reduced |
| Mechanics Financial Corp | 4,500 | $287.8K | 0.16% | −1,273−22.1% | Reduced |
| Hummer Financial Advisory Services Inc | 4,500 | $287.8K | 0.28% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,514 | $288.6K | 0.03% | −17−0.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,526 | $289.4K | 0.22% | −675−13.0% | Reduced |
| Atlas Private Wealth Management | 4,527 | $289.5K | 0.15% | −1,027−18.5% | Reduced |
| Keeley-Teton Advisors, LLC | 4,527 | $289.5K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 4,532 | $289.8K | 0.10% | +622+15.9% | Added |
| Windsor Group LTD | 4,532 | $290.0K | 0.05% | −139−3.0% | Reduced |
| Narus Financial Partners, LLC | 4,535 | $290.0K | 0.15% | −23−0.5% | Reduced |
| Wayfinding Financial, LLC | 4,754 | $291.0K | 0.20% | +206+4.5% | Added |
| Legal Advantage Investments, Inc. | 4,557 | $291.4K | 0.19% | −500−9.9% | Reduced |
| Waycross Partners, LLC | 4,557 | $291.4K | 0.06% | 00.0% | Unchanged |
| Asio Capital, LLC | 4,562 | $291.7K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,560 | $292.0K | 0.12% | −200−4.2% | Reduced |
| DF Dent & Co Inc | 4,567 | $292.1K | 0.00% | −8−0.2% | Reduced |
| First Business Financial Services, Inc. | 4,568 | $292.1K | 0.04% | −250−5.2% | Reduced |
| Riverview Trust Co | 4,573 | $292.4K | 0.27% | −794−14.8% | Reduced |
| Schrum Private Wealth Management LLC | 4,578 | $292.8K | 0.32% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,589 | $293.0K | 0.07% | −20.0% | Reduced |
| Cypress Wealth Services, LLC | 4,751 | $293.9K | 0.08% | +58+1.2% | Added |
| Monterey Private Wealth, Inc. | 4,596 | $293.9K | 0.14% | +196+4.5% | Added |
| Weatherly Asset Management L. P. | 4,597 | $294.0K | 0.03% | −175−3.7% | Reduced |
| CMG Global Holdings, LLC | 4,599 | $294.1K | 0.24% | −50−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,607 | $294.6K | 0.08% | +4,607 | New |
| Private Ocean, LLC | 4,619 | $295.4K | 0.04% | +949+25.9% | Added |
| Vicus Capital | 4,645 | $297.0K | 0.03% | +885+23.5% | Added |
| Novare Capital Management LLC | 4,668 | $298.5K | 0.03% | +50+1.1% | Added |
| Opal Wealth Advisors, LLC | 4,673 | $298.9K | 0.15% | +1,747+59.7% | Added |
| CoreCap Advisors, LLC | 4,674 | $298.9K | 0.02% | +4,674 | New |
| Alphadyne Asset Management LP | 4,688 | $299.8K | 0.92% | +4,688 | New |
| Fulton Breakefield Broenniman LLC | 4,690 | $299.9K | 0.02% | −28−0.6% | Reduced |
| Northwest Bancshares, Inc. | 4,700 | $300.6K | 0.05% | −185−3.8% | Reduced |
| Morris Retirement Advisors, LLC | 4,704 | $300.8K | 0.21% | +15+0.3% | Added |
| Hartford Funds Management Co LLC | 4,705 | $300.9K | 0.03% | +298+6.8% | Added |
| Weaver Consulting Group | 4,705 | $300.9K | 0.13% | −7−0.1% | Reduced |
| Delta Investment Management, LLC | 4,717 | $301.7K | 0.08% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 4,724 | $302.1K | 0.18% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,745 | $303.4K | 0.09% | −58−1.2% | Reduced |
| NEIRG Wealth Management, LLC | 4,747 | $303.6K | 0.06% | −28−0.6% | Reduced |
| Cynosure Management, LLC | 4,750 | $303.8K | 0.09% | +4,750 | New |
| Spinnaker Investment Group, LLC | 4,755 | $304.1K | 0.10% | +45+1.0% | Added |
| Intrinsic Value Partners, LLC | 4,756 | $304.1K | 0.38% | −390−7.6% | Reduced |
| Lathrop Investment Management Corp | 4,772 | $305.0K | 0.06% | 00.0% | Unchanged |
| L & S Advisors Inc | 4,780 | $305.7K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,786 | $305.9K | 0.08% | +656+15.9% | Added |
| Lodestar Private Asset Management LLC | 4,785 | $306.0K | 0.05% | −147−3.0% | Reduced |
| Fagan Associates, Inc. | 4,789 | $306.3K | 0.07% | −75−1.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,805 | $307.3K | 0.29% | 00.0% | Unchanged |
| Bridgeworth, LLC | 4,815 | $307.9K | 0.03% | −421−8.0% | Reduced |
| Secure Asset Management, LLC | 4,824 | $308.5K | 0.09% | +131+2.8% | Added |
| Gradient Capital Advisors, LLC | 4,833 | $309.1K | 0.12% | +46+1.0% | Added |
| Invst, LLC | 4,839 | $309.5K | 0.04% | +289+6.4% | Added |
| Trust Co of Oklahoma | 4,840 | $309.5K | 0.11% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,849 | $310.1K | 0.12% | −592−10.9% | Reduced |
| Hamel Associates, Inc. | 4,862 | $310.9K | 0.11% | −1,050−17.8% | Reduced |
| Corrigan Financial, Inc. | 4,862 | $310.9K | 0.10% | +10.0% | Added |
| Kolinsky Wealth Management, LLC | 4,862 | $311.2K | 0.30% | −634−11.5% | Reduced |
| Bristlecone Advisors, LLC | 4,869 | $311.4K | 0.03% | +287+6.3% | Added |
| Thrive Wealth Management, LLC | 4,876 | $311.8K | 0.08% | −515−9.6% | Reduced |
| Integrated Investment Consultants, LLC | 4,876 | $311.8K | 0.10% | −604−11.0% | Reduced |
| BDO Wealth Advisors, LLC | 4,884 | $312.3K | 0.04% | +3,353+219.0% | Added |
| TCG Advisory Services, LLC | 4,886 | $312.5K | 0.05% | −434−8.2% | Reduced |
| Gemmer Asset Management LLC | 4,889 | $312.7K | 0.04% | −2,316−32.1% | Reduced |
| Burt Wealth Advisors | 4,890 | $312.7K | 0.09% | −348−6.6% | Reduced |
| NWF Advisory Services Inc. | 4,890 | $312.7K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,901 | $313.0K | 0.02% | −6,281−56.2% | Reduced |
| Great Diamond Partners, LLC | 4,917 | $314.4K | 0.08% | +258+5.5% | Added |
| Grey Street Capital, LLC | 4,918 | $314.5K | 0.17% | +4,918 | New |
| JT Stratford LLC | 4,932 | $315.4K | 0.08% | +64+1.3% | Added |
| Paradigm Financial Partners, LLC | 4,951 | $316.6K | 0.09% | −279−5.3% | Reduced |
| McRae Capital Management Inc | 4,953 | $316.7K | 0.09% | −202,442−97.6% | Reduced |
| E Fund Management Co., Ltd. | 4,953 | $317.0K | 0.03% | −471−8.7% | Reduced |
| Lokken Investment Group LLC | 4,965 | $317.5K | 0.21% | +398+8.7% | Added |
| Trillium Asset Management, LLC | 4,977 | $318.0K | 0.01% | −478−8.8% | Reduced |