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 |
|---|---|---|---|---|---|
| LS Investment Advisors, LLC | 4,975 | $318.2K | 0.06% | 00.0% | Unchanged |
| First National Bank | 4,984 | $318.7K | 0.26% | −98−1.9% | Reduced |
| DAGCO, Inc. | 4,991 | $319.2K | 0.16% | −545−9.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,993 | $319.3K | 0.06% | −136−2.7% | Reduced |
| Fairview Capital Investment Management, LLC | 5,000 | $319.8K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $319.8K | 0.07% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 5,000 | $319.8K | 0.37% | +5,000 | New |
| Industrial Alliance Investment Management Inc. | 5,000 | $320.0K | 0.17% | −342,172−98.6% | Reduced |
| Harvey Investment Co LLC | 5,005 | $320.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,009 | $320.3K | 0.03% | +158+3.3% | Added |
| Blackston Financial Advisory Group, LLC | 5,036 | $322.0K | 0.23% | −221−4.2% | Reduced |
| McAdam, LLC | 5,043 | $322.5K | 0.03% | +19+0.4% | Added |
| Osterweis Capital Management Inc | 5,049 | $322.9K | 0.02% | +2,072+69.6% | Added |
| Impact Partnership Wealth, LLC | 5,050 | $323.0K | 0.11% | +5,050 | New |
| Avion Wealth | 5,065 | $323.0K | 0.08% | +83+1.7% | Added |
| New Jersey Better Educational Savings Trust | 5,074 | $324.5K | 0.76% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,076 | $324.6K | 0.32% | −205−3.9% | Reduced |
| Charles Schwab Trust Co | 5,053 | $325.6K | 0.04% | −2,433−32.5% | Reduced |
| Exeter Financial, LLC | 5,198 | $326.4K | 0.17% | −50−1.0% | Reduced |
| PSI Advisors, LLC | 5,125 | $327.8K | 0.14% | +473+10.2% | Added |
| Forte Capital LLC | 5,126 | $327.8K | 0.05% | −541−9.5% | Reduced |
| Royal Capital Wealth Management, LLC | 5,143 | $328.9K | 0.31% | −180−3.4% | Reduced |
| Greytown Advisors Inc. | 5,146 | $329.1K | 0.18% | −2,546−33.1% | Reduced |
| Innovis Asset Management LLC | 5,158 | $329.9K | 0.12% | −52−1.0% | Reduced |
| Leuthold Group, LLC | 5,162 | $330.1K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,180 | $331.3K | 0.14% | +452+9.6% | Added |
| Washington Capital Management Inc | 5,200 | $332.5K | 0.28% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 5,200 | $332.5K | 0.22% | +251+5.1% | Added |
| Coastal Bridge Advisors, LLC | 5,221 | $333.9K | 0.08% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,226 | $334.2K | 0.10% | −115−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 5,240 | $335.0K | 0.03% | −3,135−37.4% | Reduced |
| Bray Capital Advisors | 5,255 | $336.1K | 0.10% | +36+0.7% | Added |
| Sterneck Capital Management, LLC | 5,257 | $336.2K | 0.21% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 5,264 | $337.0K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 5,301 | $339.0K | 0.12% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,304 | $339.2K | 0.24% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 5,310 | $339.6K | 0.22% | +1,050+24.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,338 | $341.4K | 0.08% | −2,895−35.2% | Reduced |
| Overbrook Management Corp | 5,340 | $341.5K | 0.08% | −400−7.0% | Reduced |
| Towercrest Capital Management | 5,341 | $341.6K | 0.06% | +1,034+24.0% | Added |
| Perennial Investment Advisors, LLC | 5,354 | $342.4K | 0.06% | −143−2.6% | Reduced |
| Diametric Capital, LP | 5,373 | $343.6K | 0.15% | +5,373 | New |
| Successful Portfolios LLC | 5,377 | $343.9K | 0.30% | −1,160−17.7% | Reduced |
| Stonehearth Capital Management, LLC | 5,378 | $343.9K | 0.18% | +298+5.9% | Added |
| Saranac Partners Ltd | 5,382 | $344.2K | 0.18% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 5,405 | $345.6K | 0.19% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5,406 | $345.7K | 0.15% | +486+9.9% | Added |
| M. Kraus & Co | 5,428 | $347.1K | 0.12% | −1,208−18.2% | Reduced |
| WT Wealth Management | 5,430 | $347.2K | 0.14% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5,437 | $347.7K | 0.50% | +6+0.1% | Added |
| Matrix Asset Advisors Inc | 5,440 | $347.9K | 0.05% | −20−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 5,690 | $348.4K | 0.02% | −36−0.6% | Reduced |
| Marino, Stram & Associates LLC | 5,448 | $348.4K | 0.10% | +4+0.1% | Added |
| Meridian Wealth Advisors, LLC | 5,450 | $348.5K | 0.08% | −1,500−21.6% | Reduced |
| Kidder Stephen W | 5,481 | $350.5K | 0.11% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,500 | $351.7K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,500 | $351.7K | 0.20% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,500 | $351.7K | 0.10% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 5,513 | $352.5K | 0.10% | −301−5.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,522 | $353.1K | 0.03% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $353.5K | 0.18% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,547 | $354.7K | 0.05% | −278−4.8% | Reduced |
| RMR Wealth Builders | 5,549 | $354.9K | 0.06% | +28+0.5% | Added |
| Tranquilli Financial Advisor LLC | 5,557 | $355.4K | 0.25% | −304−5.2% | Reduced |
| Maple Capital Management, Inc. | 5,598 | $358.0K | 0.04% | −150−2.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,600 | $358.1K | 0.25% | −150−2.6% | Reduced |
| Capital Investment Counsel, Inc | 5,607 | $358.6K | 0.07% | +101+1.8% | Added |
| MainStreet Investment Advisors LLC | 5,624 | $359.7K | 0.04% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 5,800 | $361.2K | 0.04% | −1,000−14.7% | Reduced |
| Adell Harriman & Carpenter Inc | 5,638 | $363.3K | 0.04% | −82−1.4% | Reduced |
| S.A. Mason LLC | 5,260 | $364.6K | 0.26% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 5,710 | $365.1K | 0.15% | +7+0.1% | Added |
| Parcion Private Wealth LLC | 5,713 | $365.3K | 0.04% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 5,716 | $365.5K | 0.24% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,721 | $365.8K | 0.19% | −1,488−20.6% | Reduced |
| Schwerin Boyle Capital Management Inc | 5,729 | $366.4K | 0.03% | −3,550−38.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,769 | $368.9K | 0.09% | +1,455+33.7% | Added |
| Southeast Asset Advisors Inc. | 5,778 | $369.5K | 0.05% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5,782 | $369.8K | 0.09% | +202+3.6% | Added |
| Angeles Investment Advisors, LLC | 5,784 | $369.9K | 0.03% | +1,254+27.7% | Added |
| Verity Asset Management, Inc. | 5,811 | $371.6K | 0.28% | −4,923−45.9% | Reduced |
| WPWealth LLP | 5,852 | $374.2K | 0.16% | +1,211+26.1% | Added |
| Bedel Financial Consulting, Inc. | 5,855 | $374.4K | 0.08% | +1,595+37.4% | Added |
| Hall Capital Management Co Inc | 5,865 | $375.1K | 0.21% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 5,869 | $375.3K | 0.13% | −451−7.1% | Reduced |
| Fort Sheridan Advisors LLC | 5,875 | $375.7K | 0.09% | −200−3.3% | Reduced |
| E&G Advisors, LP | 5,900 | $377.3K | 0.13% | 00.0% | Unchanged |
| Sabal Trust CO | 5,903 | $377.5K | 0.02% | −277−4.5% | Reduced |
| Focused Wealth Management, Inc | 5,904 | $377.6K | 0.07% | +70+1.2% | Added |
| Argonautica Private Wealth Management, Inc | 5,930 | $379.2K | 0.17% | −42−0.7% | Reduced |
| Amussen Hunsaker Associates LLC | 5,936 | $379.6K | 0.08% | 00.0% | Unchanged |
| Terry L. Blaker | 5,948 | $380.4K | 0.03% | −225−3.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,950 | $380.5K | 0.20% | +2,993+101.2% | Added |
| Zhang Financial LLC | 5,951 | $380.6K | 0.04% | −8,286−58.2% | Reduced |
| Lantz Financial LLC | 5,951 | $380.6K | 0.15% | +352+6.3% | Added |
| Rede Wealth, LLC | 6,000 | $383.7K | 0.18% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,000 | $383.7K | 0.22% | +1,100+22.4% | Added |
| Satovsky Asset Management LLC | 6,014 | $384.6K | 0.13% | +141+2.4% | Added |
| IMS Capital Management | 6,019 | $384.9K | 0.21% | +15+0.2% | Added |
| WealthPlan Investment Management, LLC | 6,020 | $385.0K | 0.11% | −818−12.0% | Reduced |