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
- 2,486
- −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 | 2,530 | $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 |
|---|---|---|---|---|---|
| Tamar Securities, LLC | 174,283 | $11.1M | 2.74% | +24,068+16.0% | Added |
| Capstone Investment Advisors, LLC | 173,675 | $11.1M | 0.33% | +73,794+73.9% | Added |
| Old National Bancorp | 173,427 | $11.1M | 0.32% | +3,415+2.0% | Added |
| Elo Mutual Pension Insurance Co | 172,700 | $11.0M | 0.33% | +8,481+5.2% | Added |
| Exchange Traded Concepts, LLC | 172,669 | $11.0M | 0.27% | +51,682+42.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 172,000 | $11.0M | 0.14% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 170,927 | $10.9M | 0.07% | +1,940+1.1% | Added |
| Stonebridge Capital Advisors LLC | 170,470 | $10.9M | 1.16% | +11,105+7.0% | Added |
| Vestcor Inc | 170,434 | $10.9M | 0.40% | −2,615−1.5% | Reduced |
| Kentucky Retirement Systems | 168,913 | $10.8M | 0.36% | +803+0.5% | Added |
| Bollard Group LLC | 168,272 | $10.8M | 0.37% | +1,184+0.7% | Added |
| Cetera Investment Advisers | 165,653 | $10.6M | 0.09% | −9,902−5.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 164,409 | $10.5M | 0.35% | −7,240−4.2% | Reduced |
| Belpointe Asset Management LLC | 162,224 | $10.4M | 1.10% | +6,906+4.4% | Added |
| Scotia Capital Inc. | 161,972 | $10.4M | 0.07% | +49,630+44.2% | Added |
| Maryland State Retirement & Pension System | 160,601 | $10.3M | 0.22% | −8,011−4.8% | Reduced |
| Atria Investments LLC | 160,279 | $10.2M | 0.18% | +7,402+4.8% | Added |
| Welch & Forbes LLC | 160,194 | $10.2M | 0.16% | −2,797−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 159,961 | $10.2M | 0.40% | +1,787+1.1% | Added |
| Te Ahumairangi Investment Management Ltd | 159,922 | $10.2M | 1.39% | +19,145+13.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 159,716 | $10.2M | 0.33% | +16,138+11.2% | Added |
| Thompson Siegel & Walmsley LLC | 158,454 | $10.1M | 0.16% | +15,000+10.5% | Added |
| Cutler Investment Counsel LLC | 158,363 | $10.1M | 1.53% | −4,296−2.6% | Reduced |
| Ci Investments Inc. | 158,158 | $10.1M | 0.05% | +1,977+1.3% | Added |
| Neville Rodie & Shaw Inc | 156,465 | $10.0M | 0.86% | −1,125−0.7% | Reduced |
| First National Bank of Omaha | 155,792 | $9.96M | 0.57% | +3,482+2.3% | Added |
| F&V Capital Management, LLC | 155,468 | $9.94M | 3.21% | −1,630−1.0% | Reduced |
| Gotham Asset Management, LLC | 155,295 | $9.93M | 0.22% | +63,449+69.1% | Added |
| Farmers & Merchants Investments Inc | 154,091 | $9.85M | 0.37% | −3,113−2.0% | Reduced |
| Heritage Investors Management Corp | 153,779 | $9.83M | 0.39% | −1,421−0.9% | Reduced |
| Bokf, NA | 153,729 | $9.83M | 0.20% | −23,599−13.3% | Reduced |
| Partners Capital Investment Group, LLP | 153,726 | $9.83M | 0.21% | −62,572−28.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 151,943 | $9.72M | 0.15% | +2,198+1.5% | Added |
| Financial Counselors Inc | 151,937 | $9.72M | 0.20% | −3,298−2.1% | Reduced |
| Chartwell Investment Partners, LLC | 151,299 | $9.68M | 0.35% | −50,063−24.9% | Reduced |
| Sit Investment Associates Inc | 149,675 | $9.57M | 0.25% | +7,005+4.9% | Added |
| Investment Management Corp of Ontario | 148,969 | $9.53M | 0.41% | +7,000+4.9% | Added |
| Hartford Investment Management Co | 148,536 | $9.50M | 0.36% | −31,708−17.6% | Reduced |
| Woodstock Corp | 146,844 | $9.39M | 1.11% | −2,197−1.5% | Reduced |
| Goelzer Investment Management, Inc. | 144,181 | $9.22M | 0.78% | −1,270−0.9% | Reduced |
| Forbes J M & Co LLP | 144,122 | $9.22M | 1.15% | −1,510−1.0% | Reduced |
| Umb Bank N A | 142,927 | $9.14M | 0.14% | −3,692−2.5% | Reduced |
| Tufton Capital Management | 142,854 | $9.14M | 1.97% | −2,548−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 142,717 | $9.13M | 0.13% | −19,346−11.9% | Reduced |
| Northern Oak Wealth Management Inc | 142,307 | $9.10M | 1.08% | +28,843+25.4% | Added |
| Wintrust Investments LLC | 142,259 | $9.10M | 0.91% | −25,911−15.4% | Reduced |
| South Dakota Investment Council | 142,117 | $9.09M | 0.19% | −3,200−2.2% | Reduced |
| Baader Bank INC | 138,876 | $8.88M | 0.77% | −125−0.1% | Reduced |
| Eagle Asset Management Inc | 137,673 | $8.80M | 0.05% | +10,957+8.6% | Added |
| Williams Jones Wealth Management, LLC. | 137,092 | $8.77M | 0.13% | −1,400−1.0% | Reduced |
| Shelton Capital Management | 137,004 | $8.76M | 0.32% | −32,798−19.3% | Reduced |
| Ethic Inc. | 136,893 | $8.75M | 0.32% | +15,369+12.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 136,187 | $8.71M | 0.21% | −16,501−10.8% | Reduced |
| Advisors Capital Management, LLC | 135,326 | $8.65M | 0.21% | −60,968−31.1% | Reduced |
| Cullinan Associates Inc | 134,383 | $8.59M | 0.47% | −29,439−18.0% | Reduced |
| Greenwood Capital Associates LLC | 134,026 | $8.57M | 1.20% | +845+0.6% | Added |
| Mengis Capital Management, Inc. | 133,469 | $8.54M | 1.70% | −8,775−6.2% | Reduced |
| Claret Asset Management Corp | 132,902 | $8.50M | 1.66% | +9,417+7.6% | Added |
| California First Leasing Corp | 132,800 | $8.49M | 5.19% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 132,332 | $8.46M | 0.23% | +13,183+11.1% | Added |
| Socorro Asset Management LP | 132,228 | $8.46M | 3.57% | +30,000+29.3% | Added |
| Tiaa, FSB | 132,199 | $8.45M | 0.03% | +315+0.2% | Added |
| Rockland Trust Co | 131,934 | $8.44M | 0.50% | +8,416+6.8% | Added |
| LMCG Investments, LLC | 131,233 | $8.39M | 0.54% | +77,040+142.2% | Added |
| Louisiana State Employees Retirement System | 130,000 | $8.31M | 0.18% | −8,200−5.9% | Reduced |
| Raymond James Trust N.A. | 129,835 | $8.30M | 0.24% | +1,611+1.3% | Added |
| Muhlenkamp & Co Inc | 129,569 | $8.29M | 2.94% | +129,569 | New |
| Parsons Capital Management Inc | 129,293 | $8.27M | 0.63% | +1,415+1.1% | Added |
| Veritable, L.P. | 129,154 | $8.26M | 0.13% | +49,997+63.2% | Added |
| Azimuth Capital Investment Management LLC | 129,122 | $8.26M | 0.39% | −3,895−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 127,690 | $8.17M | 0.28% | +17,761+16.2% | Added |
| Assetmark, Inc | 127,509 | $8.15M | 0.03% | +15,722+14.1% | Added |
| American Assets Investment Management, LLC | 127,000 | $8.12M | 0.90% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 126,862 | $8.11M | 0.10% | +1,542+1.2% | Added |
| Banque Cantonale Vaudoise | 126,479 | $8.09M | 0.38% | +10,784+9.3% | Added |
| Jacobs & Co | 126,129 | $8.06M | 0.96% | +555+0.4% | Added |
| Edgar Lomax Co | 126,022 | $8.06M | 0.53% | −1,743−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 125,694 | $8.04M | 0.77% | −3,431−2.7% | Reduced |
| Gamco Investors, Inc. Et Al | 124,720 | $7.98M | 0.08% | −8,337−6.3% | Reduced |
| Martin Investment Management, LLC | 124,053 | $7.93M | 2.24% | −3,709−2.9% | Reduced |
| Wright Investors Service Inc | 123,545 | $7.90M | 2.23% | −24,006−16.3% | Reduced |
| Calamos Wealth Management LLC | 122,811 | $7.85M | 0.58% | −32,212−20.8% | Reduced |
| Cetera Advisors LLC | 120,787 | $7.72M | 0.12% | +2,558+2.2% | Added |
| Canal Insurance CO | 120,000 | $7.67M | 2.16% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 120,000 | $7.67M | 2.20% | +35,000+41.2% | Added |
| Marathon Capital Management | 119,542 | $7.64M | 1.89% | −943−0.8% | Reduced |
| Sandy Spring Bank | 119,472 | $7.64M | 0.41% | −2,350−1.9% | Reduced |
| Biondo Investment Advisors, LLC | 119,117 | $7.62M | 1.41% | +2,799+2.4% | Added |
| BancorpSouth Bank | 118,582 | $7.58M | 0.66% | +910+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 118,117 | $7.55M | 0.36% | +7,269+6.6% | Added |
| Flputnam Investment Management Co | 117,363 | $7.51M | 0.20% | −31,701−21.3% | Reduced |
| Romano Brothers and Company | 116,512 | $7.45M | 1.11% | −1,397−1.2% | Reduced |
| WealthTrust Axiom LLC | 115,713 | $7.40M | 2.45% | −222−0.2% | Reduced |
| Westpac Banking Corp | 114,935 | $7.35M | 0.52% | −318,663−73.5% | Reduced |
| Annex Advisory Services, LLC | 114,727 | $7.34M | 0.41% | −1,516−1.3% | Reduced |
| Griffin Asset Management, Inc. | 114,608 | $7.33M | 0.99% | +13,566+13.4% | Added |
| Silvercrest Asset Management Group LLC | 113,198 | $7.24M | 0.05% | +120.0% | Added |
| ARS Wealth Advisors Group, LLC | 112,991 | $7.23M | 1.15% | −260.0% | Reduced |
| TownSquare Capital, LLC | 112,567 | $7.20M | 0.13% | +11,796+11.7% | Added |
| Clearbridge Investments, LLC | 111,987 | $7.16M | 0.01% | −4,800−4.1% | Reduced |