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 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 7,020 | $448.9K | 0.34% | +7,020 | New |
| Magnetar Financial LLC | 7,038 | $450.1K | 0.01% | +7,038 | New |
| Pure Financial Advisors, Inc. | 7,039 | $450.1K | 0.02% | −658−8.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 7,046 | $450.6K | 0.17% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 7,051 | $450.9K | 0.39% | +900+14.6% | Added |
| WNY Asset Management, LLC | 7,056 | $451.2K | 0.10% | −192−2.6% | Reduced |
| Key Financial Inc | 7,062 | $451.6K | 0.15% | +182+2.6% | Added |
| D'Orazio & Associates, Inc. | 7,068 | $452.0K | 0.11% | +2,039+40.5% | Added |
| Wrapmanager Inc | 7,117 | $455.1K | 0.14% | +10+0.1% | Added |
| Financial Architects, Inc | 7,122 | $455.5K | 0.07% | −857−10.7% | Reduced |
| Cross Staff Investments Inc | 7,125 | $455.7K | 0.42% | +5+0.1% | Added |
| Hodges Capital Management Inc. | 0 | $457.0K | 0.03% | −12,506−100.0% | Reduced |
| Townsend Asset Management Corp | 7,150 | $457.3K | 0.22% | −710−9.0% | Reduced |
| Laurel Wealth Advisors LLC | 7,164 | $458.1K | 0.09% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 7,184 | $459.4K | 0.41% | −172−2.3% | Reduced |
| New South Capital Management Inc | 7,189 | $459.7K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 7,205 | $460.8K | 0.15% | −703−8.9% | Reduced |
| Bank of Stockton | 7,208 | $461.0K | 0.16% | +447+6.6% | Added |
| O'Rourke & Company, Inc | 7,211 | $461.0K | 0.32% | −1,038−12.6% | Reduced |
| Ameritas Advisory Services, LLC | 7,361 | $461.2K | 0.06% | −8,690−54.1% | Reduced |
| Gables Capital Management Inc. | 7,234 | $462.6K | 0.30% | +375+5.5% | Added |
| Sonora Investment Management Group, LLC | 7,240 | $463.0K | 0.04% | +241+3.4% | Added |
| Legacy Financial Advisors, Inc. | 7,250 | $463.6K | 0.09% | −476−6.2% | Reduced |
| Apella Capital, LLC | 7,252 | $463.7K | 0.03% | +7,252 | New |
| LCNB Corp | 7,261 | $464.3K | 0.20% | −1,301−15.2% | Reduced |
| Linscomb & Williams, Inc. | 7,262 | $464.4K | 0.03% | −2,075−22.2% | Reduced |
| Crew Capital Management, Ltd. | 7,263 | $464.5K | 0.53% | −1,870−20.5% | Reduced |
| Eudaimonia Partners, LLC | 7,266 | $464.7K | 0.10% | −2,424−25.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 7,307 | $467.3K | 0.11% | +250+3.5% | Added |
| Cowa, LLC | 7,321 | $468.2K | 0.31% | +19+0.3% | Added |
| Park Place Capital Corp | 7,323 | $468.3K | 0.13% | +1,587+27.7% | Added |
| American Trust | 7,337 | $469.2K | 0.03% | −251−3.3% | Reduced |
| SP Asset Management LLC | 7,342 | $469.5K | 0.05% | +62+0.9% | Added |
| Keystone Wealth Services, LLC | 7,372 | $471.4K | 0.18% | −96−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 7,393 | $473.0K | 0.07% | +325+4.6% | Added |
| MCF Advisors LLC | 7,397 | $473.0K | 0.04% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 7,400 | $473.2K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7,403 | $473.4K | 0.13% | −225−2.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 7,410 | $474.0K | 0.01% | −807−9.8% | Reduced |
| Trilogy Capital Inc. | 7,338 | $474.6K | 0.03% | +1,671+29.5% | Added |
| Readystate Asset Management LP | 7,440 | $475.8K | 0.05% | +7,440 | New |
| AllSquare Wealth Management LLC | 7,496 | $477.6K | 0.31% | −100−1.3% | Reduced |
| Carl P. Sherr & Co., LLC | 7,469 | $477.6K | 0.31% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 7,486 | $478.7K | 0.10% | −98,211−92.9% | Reduced |
| MJP Associates Inc | 7,493 | $479.2K | 0.16% | −853−10.2% | Reduced |
| LBMC Investment Advisors, LLC | 7,494 | $479.2K | 0.05% | +10+0.1% | Added |
| Founders Financial Alliance, LLC | 7,505 | $480.0K | 0.19% | +577+8.3% | Added |
| Fort Point Capital Partners LLC | 7,514 | $480.5K | 0.07% | +1,043+16.1% | Added |
| Lakeview Capital Partners, LLC | 7,516 | $480.7K | 0.09% | +3,106+70.4% | Added |
| BOS Asset Management, LLC | 7,518 | $480.8K | 0.37% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 7,519 | $480.8K | 0.05% | −381−4.8% | Reduced |
| Aberdeen Wealth Management LLC | 7,519 | $480.8K | 0.35% | +20+0.3% | Added |
| Appleton Partners Inc | 7,532 | $482.0K | 0.04% | −1,303−14.7% | Reduced |
| Ellis Investment Partners, LLC | 7,537 | $482.0K | 0.12% | +548+7.8% | Added |
| McLean Asset Management Corp | 7,553 | $483.0K | 0.19% | +60+0.8% | Added |
| Five Oceans Advisors | 7,566 | $483.8K | 0.31% | +1,130+17.6% | Added |
| Clearview Wealth Advisors LLC | 7,566 | $483.9K | 0.49% | −10,878−59.0% | Reduced |
| MKT Advisors LLC | 7,896 | $484.9K | 0.34% | −1,995−20.2% | Reduced |
| Intrua Financial, LLC | 7,584 | $485.0K | 0.09% | +2,124+38.9% | Added |
| Eagle Bay Advisors LLC | 7,595 | $485.7K | 0.28% | −492−6.1% | Reduced |
| CenterBook Partners LP | 7,605 | $486.3K | 0.06% | +782+11.5% | Added |
| CenterStar Asset Management, LLC | 7,603 | $486.5K | 0.44% | +7,603 | New |
| MONECO Advisors, LLC | 7,609 | $486.6K | 0.13% | +402+5.6% | Added |
| Regatta Capital Group, LLC | 7,617 | $487.1K | 0.15% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,656 | $489.6K | 0.06% | +381+5.2% | Added |
| Guardian Wealth Advisors, LLC | 7,691 | $491.8K | 0.08% | +329+4.5% | Added |
| Legacy Advisors, LLC | 7,701 | $492.5K | 0.07% | +152+2.0% | Added |
| Ignite Planners, LLC | 7,866 | $492.8K | 0.19% | +180+2.3% | Added |
| Soltis Investment Advisors LLC | 7,709 | $493.0K | 0.06% | +49+0.6% | Added |
| Nations Financial Group Inc, | 7,714 | $493.4K | 0.05% | +252+3.4% | Added |
| Rosenbaum Jay D. | 7,721 | $493.8K | 0.79% | −210−2.6% | Reduced |
| Cassia Capital Partners, LLC | 7,749 | $495.5K | 0.39% | +1,660+27.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,760 | $496.3K | 0.03% | −1,205−13.4% | Reduced |
| Peddock Capital Advisors, LLC | 7,773 | $497.1K | 0.16% | −958−11.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,783 | $497.7K | 0.22% | −550−6.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 7,797 | $498.6K | 0.33% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 7,803 | $499.0K | 0.06% | −10.0% | Reduced |
| First Commonwealth Financial Corp | 7,817 | $499.9K | 0.16% | +494+6.7% | Added |
| MTM Financial Group, LLC | 7,823 | $500.3K | 0.42% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,824 | $500.3K | 0.03% | +1,485+23.4% | Added |
| Castle Rock Wealth Management, LLC | 7,784 | $503.6K | 0.17% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7,875 | $503.6K | 0.06% | −1,005−11.3% | Reduced |
| Lindbrook Capital, LLC | 7,878 | $503.8K | 0.05% | −725−8.4% | Reduced |
| Summit Asset Management, LLC | 7,898 | $505.1K | 0.13% | −153−1.9% | Reduced |
| Cohen Investment Advisors LLC | 7,910 | $505.8K | 0.41% | −143−1.8% | Reduced |
| Old Mission Investment Co LLC | 7,926 | $506.9K | 0.19% | +42+0.5% | Added |
| Horst & Graben Wealth Management LLC | 7,925 | $507.0K | 0.12% | +60+0.8% | Added |
| RB Capital Management, LLC | 7,950 | $508.4K | 0.16% | −34−0.4% | Reduced |
| First Foundation Advisors | 7,958 | $508.9K | 0.02% | −74−0.9% | Reduced |
| Levy Wealth Management Group, LLC | 7,959 | $509.0K | 0.15% | +58+0.7% | Added |
| Apexium Financial, LP | 7,996 | $511.3K | 0.05% | +965+13.7% | Added |
| Morse Asset Management, Inc | 8,000 | $512.0K | 0.16% | −1,000−11.1% | Reduced |
| CMT Capital Markets Trading GmbH | 8,000 | $512.0K | 0.21% | +8,000 | New |
| Wealth Architects, LLC | 8,012 | $512.4K | 0.08% | +366+4.8% | Added |
| David Loasby | 8,084 | $512.8K | 0.06% | +695+9.4% | Added |
| HC Advisors, LLC | 8,028 | $513.4K | 0.30% | +85+1.1% | Added |
| Blue Fin Capital, Inc. | 8,029 | $513.5K | 0.15% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8,032 | $513.6K | 0.09% | 00.0% | Unchanged |
| Grace & White Inc | 8,073 | $516.3K | 0.09% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8,090 | $517.4K | 0.12% | 00.0% | Unchanged |