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 |
|---|---|---|---|---|---|
| Heron Financial Group, LLC | 6,027 | $385.4K | 0.21% | −60−1.0% | Reduced |
| V Wealth Advisors LLC | 6,039 | $386.2K | 0.07% | +39+0.7% | Added |
| IFG Advisors, LLC | 6,044 | $386.5K | 0.14% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,081 | $388.9K | 0.06% | +866+16.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,091 | $389.5K | 0.02% | −1,889−23.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,105 | $390.4K | 0.16% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 6,110 | $390.8K | 0.08% | +6,110 | New |
| Mosaic Family Wealth Partners, LLC | 6,112 | $390.9K | 0.08% | −10−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,119 | $391.3K | 0.26% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6,125 | $391.7K | 0.05% | −845−12.1% | Reduced |
| Bridge Creek Capital Management LLC | 6,130 | $392.0K | 0.14% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 6,137 | $392.5K | 0.31% | −1,140−15.7% | Reduced |
| Silverlake Wealth Management LLC | 6,141 | $392.7K | 0.22% | −28−0.5% | Reduced |
| Ascent Wealth Partners, LLC | 6,147 | $393.1K | 0.07% | +182+3.1% | Added |
| First International Bank & Trust | 6,151 | $393.4K | 0.13% | +118+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 6,154 | $394.0K | 0.05% | +6,154 | New |
| Hudock, Inc. | 6,176 | $395.0K | 0.09% | +5+0.1% | Added |
| Piscataqua Savings Bank | 6,189 | $395.8K | 0.32% | +10.0% | Added |
| Catalyst Financial Partners LLC | 6,190 | $395.9K | 0.14% | +189+3.1% | Added |
| McDonald Partners LLC | 6,205 | $396.8K | 0.12% | −148−2.3% | Reduced |
| Merrion Investment Management Co, LLC | 6,210 | $397.1K | 0.34% | −600−8.8% | Reduced |
| Capital Square, LLC | 6,218 | $397.7K | 0.37% | +44+0.7% | Added |
| Hilton Capital Management, LLC | 6,220 | $397.8K | 0.05% | −100−1.6% | Reduced |
| GraniteShares Advisors LLC | 6,229 | $398.3K | 0.36% | −159−2.5% | Reduced |
| Atlas Capital Advisors LLC | 6,236 | $398.8K | 0.06% | −1,005−13.9% | Reduced |
| Ironwood Investment Management LLC | 6,239 | $399.0K | 0.23% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,253 | $399.9K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,255 | $400.0K | 0.08% | +98+1.6% | Added |
| Prentice Wealth Management LLC | 6,283 | $401.8K | 0.18% | +850+15.6% | Added |
| New England Capital Financial Advisors LLC | 6,306 | $403.3K | 0.27% | +8+0.1% | Added |
| Insight Advisors, LLC | 6,307 | $403.3K | 0.09% | +38+0.6% | Added |
| Morningstar Investment Management LLC | 6,314 | $404.0K | 0.05% | 00.0% | Unchanged |
| Becker Capital Management Inc | 6,320 | $404.2K | 0.02% | −911−12.6% | Reduced |
| Wallace Advisory Group, LLC | 5,840 | $404.8K | 0.31% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,330 | $404.8K | 0.12% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,331 | $405.0K | 0.08% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 6,345 | $405.8K | 0.15% | +319+5.3% | Added |
| Mendel Money Management | 6,355 | $406.4K | 0.21% | +43+0.7% | Added |
| Apriem Advisors | 6,386 | $408.4K | 0.06% | +4+0.1% | Added |
| WSFS Capital Management, LLC | 6,386 | $408.4K | 0.04% | +2,542+66.1% | Added |
| Amica Retiree Medical Trust | 6,391 | $409.0K | 0.46% | −408−6.0% | Reduced |
| Clark Financial Services Group Inc | 6,397 | $409.1K | 0.55% | −5−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,403 | $409.5K | 0.09% | +2,023+46.2% | Added |
| Advisors Management Group Inc | 6,436 | $412.0K | 0.12% | 00.0% | Unchanged |
| King Wealth | 6,442 | $412.0K | 0.08% | +113+1.8% | Added |
| Acorn Wealth Advisors, LLC | 6,462 | $413.2K | 0.28% | +10+0.2% | Added |
| FSM Wealth Advisors, LLC | 6,592 | $413.9K | 0.21% | +1,195+22.1% | Added |
| Eastern Bank | 6,474 | $414.0K | 0.02% | −103−1.6% | Reduced |
| West Chester Capital Advisors, Inc | 6,475 | $414.1K | 0.78% | −4,365−40.3% | Reduced |
| Cahaba Wealth Management, Inc. | 6,478 | $414.3K | 0.04% | +1,329+25.8% | Added |
| Cheviot Value Management, LLC | 6,482 | $414.5K | 0.09% | −250−3.7% | Reduced |
| Stiles Financial Services Inc | 6,487 | $414.8K | 0.21% | +1,129+21.1% | Added |
| Sand Hill Global Advisors, LLC | 6,491 | $415.1K | 0.02% | −120−1.8% | Reduced |
| First Dallas Securities Inc. | 6,531 | $418.0K | 0.23% | −1,011−13.4% | Reduced |
| Peoples Bank | 6,539 | $418.2K | 0.26% | −225−3.3% | Reduced |
| Stelac Advisory Services LLC | 6,559 | $419.4K | 0.19% | −409−5.9% | Reduced |
| Drive Wealth Management, LLC | 6,565 | $419.9K | 0.16% | −1,748−21.0% | Reduced |
| AlphaQ Advisors LLC | 6,567 | $420.0K | 0.31% | +1,049+19.0% | Added |
| Verus Capital Partners, LLC | 6,567 | $420.0K | 0.06% | −320−4.6% | Reduced |
| O'Brien Greene & Co. Inc | 6,560 | $420.0K | 0.15% | −316−4.6% | Reduced |
| Allstate Corp | 6,577 | $420.6K | 0.03% | −238−3.5% | Reduced |
| Almanack Investment Partners, LLC. | 6,580 | $420.8K | 0.07% | −179−2.6% | Reduced |
| Financial Partners Group, LLC | 6,596 | $421.8K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,598 | $421.9K | 0.06% | +1,061+19.2% | Added |
| ERTS Wealth Advisors, LLC | 6,618 | $423.2K | 0.10% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,618 | $423.2K | 0.22% | 00.0% | Unchanged |
| SRB Corp | 6,637 | $424.4K | 0.02% | +1,557+30.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,645 | $425.0K | 0.20% | +5+0.1% | Added |
| VeraBank, N.A. | 6,648 | $425.1K | 0.16% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 6,658 | $425.8K | 0.23% | −80−1.2% | Reduced |
| Foster Group, Inc. | 6,663 | $426.1K | 0.03% | +149+2.3% | Added |
| Westbourne Investment Advisors, Inc. | 6,677 | $427.0K | 0.19% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,681 | $427.3K | 0.07% | −36−0.5% | Reduced |
| Park Circle Co | 6,700 | $428.5K | 0.40% | 00.0% | Unchanged |
| Parkside Advisors LLC | 6,705 | $428.8K | 0.13% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,707 | $428.9K | 0.05% | −70−1.0% | Reduced |
| Columbia Asset Management | 6,730 | $430.0K | 0.09% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 6,737 | $430.9K | 0.09% | +53+0.8% | Added |
| Kowal Investment Group, LLC | 6,740 | $431.0K | 0.12% | +20.0% | Added |
| Wealth Advisors of Iowa, LLC | 6,760 | $432.3K | 0.32% | +31+0.5% | Added |
| SC&H Financial Advisors, Inc. | 6,776 | $433.3K | 0.14% | −151−2.2% | Reduced |
| Stanley-Laman Group, Ltd. | 6,780 | $433.6K | 0.07% | +1,007+17.4% | Added |
| Albert D Mason Inc | 6,790 | $434.0K | 0.30% | −985−12.7% | Reduced |
| First National Advisers, LLC | 6,783 | $434.0K | 0.40% | −300−4.2% | Reduced |
| All Terrain Financial Advisors, LLC | 6,788 | $434.1K | 0.20% | 00.0% | Unchanged |
| Gratus Capital LLC | 6,793 | $434.4K | 0.03% | +199+3.0% | Added |
| Sunbelt Securities, Inc. | 6,793 | $434.4K | 0.06% | +595+9.6% | Added |
| Twin Lakes Capital Management, LLC | 6,844 | $437.7K | 0.31% | +55+0.8% | Added |
| Magnus Financial Group LLC | 6,870 | $439.4K | 0.06% | +486+7.6% | Added |
| Campbell & CO Investment Adviser LLC | 6,879 | $439.9K | 0.08% | +2,440+55.0% | Added |
| JB Capital LLC | 6,880 | $440.0K | 0.04% | −77−1.1% | Reduced |
| Peachtree Investment Partners, LLC | 6,886 | $440.4K | 0.20% | −978−12.4% | Reduced |
| TCI Wealth Advisors, Inc. | 6,890 | $440.6K | 0.06% | −920−11.8% | Reduced |
| Sanchez Wealth Management Group | 6,894 | $440.9K | 0.18% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,915 | $442.0K | 0.04% | +300+4.5% | Added |
| Wealth Alliance Advisory Group, LLC | 6,938 | $443.7K | 0.16% | −259−3.6% | Reduced |
| Westside Investment Management, Inc. | 6,948 | $444.5K | 0.13% | +30.0% | Added |
| Beck Mack & Oliver LLC | 6,957 | $444.9K | 0.01% | −390−5.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,402 | $447.7K | 0.20% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,010 | $448.0K | 0.13% | 00.0% | Unchanged |