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; 2,529 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
- 2,486
- −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
- 1,067 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 20,312 | $1.30M | 0.14% | +384+1.9% | Added |
| Concord Wealth Partners | 20,289 | $1.30M | 0.28% | +7,197+55.0% | Added |
| Founders Financial Securities LLC | 20,228 | $1.29M | 0.17% | +436+2.2% | Added |
| Qtron Investments LLC | 20,182 | $1.29M | 0.24% | −5,149−20.3% | Reduced |
| Beaton Management Co. Inc. | 20,158 | $1.29M | 0.82% | +500+2.5% | Added |
| Baker Tilly Wealth Management, LLC | 20,151 | $1.29M | 0.14% | +1,082+5.7% | Added |
| Keating Investment Counselors Inc | 20,137 | $1.29M | 0.47% | −1,300−6.1% | Reduced |
| Campbell Wealth Management | 20,083 | $1.28M | 0.17% | −1,397−6.5% | Reduced |
| IAM Advisory, LLC | 20,063 | $1.28M | 0.44% | +1,370+7.3% | Added |
| Clear Harbor Asset Management, LLC | 20,060 | $1.28M | 0.13% | −14,651−42.2% | Reduced |
| Montecito Bank & Trust | 20,032 | $1.28M | 0.29% | −639−3.1% | Reduced |
| Benedetti & Gucer, Inc. | 20,025 | $1.28M | 0.66% | +4,500+29.0% | Added |
| San Luis Wealth Advisors LLC | 20,031 | $1.28M | 0.45% | +5,188+35.0% | Added |
| Advent Capital Management | 20,000 | $1.28M | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 19,990 | $1.28M | 0.04% | +1,854+10.2% | Added |
| Seelaus Asset Management LLC | 19,930 | $1.27M | 1.00% | −8,585−30.1% | Reduced |
| Excalibur Management Corp | 19,876 | $1.27M | 0.65% | +55+0.3% | Added |
| Cypress Asset Management Inc | 19,684 | $1.27M | 0.41% | −650−3.2% | Reduced |
| Beech Hill Advisors, Inc. | 19,802 | $1.27M | 0.62% | −112−0.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,795 | $1.27M | 0.82% | +278+1.4% | Added |
| Pflug Koory, LLC | 19,769 | $1.26M | 0.64% | −140−0.7% | Reduced |
| CFM Wealth Partners LLC | 19,743 | $1.26M | 0.31% | −108−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 19,728 | $1.26M | 0.30% | −7,267−26.9% | Reduced |
| Farther Finance Advisors, LLC | 19,653 | $1.26M | 0.27% | +15,036+325.7% | Added |
| OmniStar Financial Group, Inc. | 19,636 | $1.26M | 1.48% | +1,279+7.0% | Added |
| Dividend Assets Capital, LLC | 19,544 | $1.25M | 0.26% | −739−3.6% | Reduced |
| Connectus Wealth, LLC | 19,503 | $1.25M | 0.03% | +4,209+27.5% | Added |
| AMG National Trust Bank | 19,484 | $1.25M | 0.04% | −1,892−8.9% | Reduced |
| Confluence Wealth Services, Inc. | 19,464 | $1.24M | 0.27% | +2,585+15.3% | Added |
| Spotlight Asset Group, Inc. | 19,450 | $1.24M | 1.11% | −430−2.2% | Reduced |
| High Net Worth Advisory Group LLC | 19,441 | $1.24M | 0.48% | −2,380−10.9% | Reduced |
| Taylor Frigon Capital Management LLC | 19,433 | $1.24M | 0.61% | −32−0.2% | Reduced |
| Transatlantique Private Wealth LLC | 19,373 | $1.24M | 0.65% | +746+4.0% | Added |
| Neumann Capital Management, LLC | 19,329 | $1.24M | 0.51% | −865−4.3% | Reduced |
| Bank of Hawaii | 19,290 | $1.23M | 0.07% | −1,018−5.0% | Reduced |
| 180 Wealth Advisors, LLC | 19,109 | $1.23M | 0.27% | −289−1.5% | Reduced |
| Humankind Investments LLC | 19,252 | $1.23M | 0.48% | −8,695−31.1% | Reduced |
| Waters Parkerson & Co., LLC | 19,246 | $1.23M | 0.07% | −1,035−5.1% | Reduced |
| Adalta Capital Management LLC | 19,227 | $1.23M | 0.82% | −71−0.4% | Reduced |
| Aull & Monroe Investment Management Corp | 19,173 | $1.23M | 0.62% | −50−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 19,152 | $1.22M | 0.09% | −9,611−33.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,141 | $1.22M | 0.17% | −215,121−91.8% | Reduced |
| CSS LLC | 19,100 | $1.22M | 0.09% | +2,000+11.7% | Added |
| BigSur Wealth Management LLC | 19,000 | $1.22M | 0.58% | −2,300−10.8% | Reduced |
| Delos Wealth Advisors, LLC | 18,967 | $1.21M | 1.55% | −1,340−6.6% | Reduced |
| De Burlo Group Inc | 18,950 | $1.21M | 0.20% | −300−1.6% | Reduced |
| D.B. Root & Company, LLC | 18,934 | $1.21M | 0.46% | +297+1.6% | Added |
| Kinsale Capital Group, Inc. | 18,891 | $1.21M | 0.73% | +7,697+68.8% | Added |
| Azzad Asset Management Inc | 18,829 | $1.20M | 0.16% | −11,412−37.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,827 | $1.20M | 0.35% | −133−0.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,667 | $1.19M | 0.16% | −1,024−5.2% | Reduced |
| Financial Advocates Investment Management | 18,640 | $1.19M | 0.09% | −562−2.9% | Reduced |
| Arden Trust Co | 18,616 | $1.19M | 0.20% | −136−0.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 18,614 | $1.19M | 0.47% | +30+0.2% | Added |
| Brookfield Asset Management Inc. | 18,603 | $1.19M | 0.00% | +8,987+93.5% | Added |
| Ridgewood Investments LLC | 18,603 | $1.19M | 0.68% | +9,186+97.5% | Added |
| Cooper Financial Group | 18,561 | $1.19M | 0.29% | +2,893+18.5% | Added |
| Waddell & Associates, LLC | 18,554 | $1.19M | 0.17% | −16−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 18,523 | $1.18M | 0.09% | −2,379−11.4% | Reduced |
| Roman Butler Fullerton & Co | 19,081 | $1.18M | 0.54% | −1,915−9.1% | Reduced |
| Garrison Point Advisors, LLC | 18,480 | $1.18M | 0.85% | −130−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 18,448 | $1.18M | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 18,447 | $1.18M | 0.32% | +1,425+8.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,433 | $1.18M | 0.58% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 18,362 | $1.17M | 0.41% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 18,337 | $1.17M | 0.56% | +32+0.2% | Added |
| Headinvest, LLC | 19,143 | $1.17M | 0.25% | −9,787−33.8% | Reduced |
| Veriti Management LLC | 18,327 | $1.17M | 0.13% | +3,209+21.2% | Added |
| Sentry LLC | 18,315 | $1.17M | 0.25% | 00.0% | Unchanged |
| Wendell David Associates Inc | 18,299 | $1.17M | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 28,040 | $1.16M | 0.16% | −882−3.0% | Reduced |
| Asset Dedication, LLC | 18,235 | $1.16M | 0.10% | −3,075−14.4% | Reduced |
| Old North State Trust, LLC | 18,150 | $1.16M | 0.86% | −159−0.9% | Reduced |
| NewEdge Wealth, LLC | 18,082 | $1.16M | 0.04% | −5,708−24.0% | Reduced |
| Coastline Trust Co | 18,077 | $1.16M | 0.16% | −2,178−10.8% | Reduced |
| Archer Investment Corp | 18,076 | $1.16M | 0.41% | −806−4.3% | Reduced |
| Thomas White International Ltd | 18,060 | $1.15M | 0.24% | 00.0% | Unchanged |
| DFPG Investments, LLC | 18,565 | $1.15M | 0.10% | −9,888−34.8% | Reduced |
| First Command Bank | 18,003 | $1.15M | 0.11% | −545−2.9% | Reduced |
| First Command Financial Services, Inc. | 18,003 | $1.15M | 0.11% | −545−2.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 17,959 | $1.15M | 0.03% | −40−0.2% | Reduced |
| DT Investment Partners, LLC | 18,609 | $1.15M | 0.13% | +132+0.7% | Added |
| Lake Street Financial LLC | 17,876 | $1.14M | 0.20% | −1,482−7.7% | Reduced |
| Change Path, LLC | 17,844 | $1.14M | 0.05% | +29+0.2% | Added |
| SageView Advisory Group, LLC | 17,816 | $1.14M | 0.06% | +3,194+21.8% | Added |
| MSH Capital Advisors LLC | 17,809 | $1.14M | 0.42% | +242+1.4% | Added |
| Quadrant Capital Group LLC | 17,802 | $1.14M | 0.11% | −4,026−18.4% | Reduced |
| Sciencast Management LP | 18,043 | $1.14M | 0.93% | +12,296+214.0% | Added |
| Independent Financial Group, LLC | 17,755 | $1.14M | 0.08% | −1,423−7.4% | Reduced |
| Van Strum & Towne Inc. | 17,642 | $1.13M | 0.47% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 17,468 | $1.12M | 0.14% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 17,472 | $1.12M | 0.12% | +169+1.0% | Added |
| Inceptionr LLC | 17,464 | $1.12M | 0.60% | +17,464 | New |
| Proficio Capital Partners LLC | 17,403 | $1.11M | 0.15% | −971−5.3% | Reduced |
| Wexford Capital LP | 17,389 | $1.11M | 0.22% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 17,300 | $1.11M | 0.58% | +12,400+253.1% | Added |
| Physicians Financial Services, Inc. | 17,288 | $1.11M | 0.43% | +784+4.8% | Added |
| Indiana Trust & Investment Management CO | 17,291 | $1.11M | 0.56% | −450−2.5% | Reduced |
| United Bank | 17,263 | $1.10M | 0.63% | −157−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 17,137 | $1.10M | 0.48% | 00.0% | Unchanged |