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 |
|---|---|---|---|---|---|
| SFE Investment Counsel | 111,555 | $7.13M | 2.02% | +1,085+1.0% | Added |
| JustInvest LLC | 111,172 | $7.11M | 0.22% | −8,237−6.9% | Reduced |
| LaFleur & Godfrey LLC | 110,528 | $7.07M | 1.06% | +370.0% | Added |
| GAM Holding AG | 110,417 | $7.06M | 0.49% | −91−0.1% | Reduced |
| Private Asset Management Inc | 110,411 | $7.06M | 1.36% | −26,924−19.6% | Reduced |
| Patten & Patten Inc | 110,310 | $7.05M | 0.58% | +4,323+4.1% | Added |
| Trust Co of Vermont | 110,089 | $7.04M | 0.46% | +79+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 109,980 | $7.03M | 0.07% | +42,918+64.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 109,906 | $7.03M | 0.73% | −11,000−9.1% | Reduced |
| Glenview Trust Co | 109,447 | $7.00M | 0.19% | +1,082+1.0% | Added |
| Stephens Inc | 109,336 | $6.99M | 0.13% | +1,913+1.8% | Added |
| McGuire Investment Group, LLC | 108,964 | $6.97M | 1.30% | −4,096−3.6% | Reduced |
| Arcadia Investment Management Corp | 108,857 | $6.96M | 1.41% | −2,733−2.4% | Reduced |
| Whittier Trust Co | 108,766 | $6.96M | 0.12% | −2,557−2.3% | Reduced |
| Grassi Investment Management | 108,560 | $6.94M | 0.76% | −1,700−1.5% | Reduced |
| Moors & Cabot, Inc. | 107,812 | $6.89M | 0.46% | +1,753+1.7% | Added |
| Advocate Group LLC | 107,206 | $6.86M | 1.51% | +814+0.8% | Added |
| Hoylecohen, LLC | 106,864 | $6.83M | 0.60% | −587−0.5% | Reduced |
| Ostrum Asset Management | 106,632 | $6.82M | 0.57% | −938−0.9% | Reduced |
| London Co of Virginia | 105,912 | $6.77M | 0.04% | −587−0.6% | Reduced |
| Biechele Royce Advisors | 105,677 | $6.76M | 2.35% | −8,686−7.6% | Reduced |
| Signaturefd, LLC | 105,422 | $6.74M | 0.17% | −1,339−1.3% | Reduced |
| Salem Investment Counselors Inc | 104,947 | $6.71M | 0.24% | −4,051−3.7% | Reduced |
| Boston Private Wealth LLC | 104,807 | $6.70M | 0.12% | −9,827−8.6% | Reduced |
| New Mexico Educational Retirement Board | 103,334 | $6.61M | 0.29% | +4,900+5.0% | Added |
| Journey Advisory Group, LLC | 103,203 | $6.60M | 0.99% | +9,275+9.9% | Added |
| Aaron Wealth Advisors | 102,459 | $6.55M | 0.85% | −162−0.2% | Reduced |
| Point72 Middle East FZE | 102,444 | $6.55M | 0.36% | +102,444 | New |
| XML Financial, LLC | 102,136 | $6.53M | 0.76% | +2,390+2.4% | Added |
| CX Institutional | 102,121 | $6.53M | 0.34% | +3,656+3.7% | Added |
| Stansberry Asset Management, LLC | 102,057 | $6.53M | 1.20% | −69,009−40.3% | Reduced |
| Brown Brothers Harriman & Co | 101,543 | $6.49M | 0.05% | −10,966−9.7% | Reduced |
| Argent Trust Co | 100,797 | $6.45M | 0.35% | +1,723+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 100,509 | $6.43M | 0.41% | −4,666−4.4% | Reduced |
| Freemont Management S.A. | 99,700 | $6.38M | 0.80% | 00.0% | Unchanged |
| Cypress Capital Group | 99,496 | $6.36M | 0.92% | −9,805−9.0% | Reduced |
| Hantz Financial Services, Inc. | 98,914 | $6.33M | 0.16% | +663+0.7% | Added |
| Motco | 98,507 | $6.30M | 0.41% | −339−0.3% | Reduced |
| B&D White Capital Company, LLC | 98,375 | $6.29M | 2.17% | +98,375 | New |
| Shell Asset Management Co | 98,179 | $6.28M | 0.25% | −39,230−28.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 98,066 | $6.27M | 0.21% | +1,131+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 97,849 | $6.26M | 0.23% | −21,956−18.3% | Reduced |
| First Horizon Advisors, Inc. | 97,741 | $6.25M | 0.22% | −548−0.6% | Reduced |
| Bessemer Group Inc | 96,396 | $6.16M | 0.01% | +14,149+17.2% | Added |
| O'Shaughnessy Asset Management, LLC | 96,303 | $6.16M | 0.09% | −18,315−16.0% | Reduced |
| Quantinno Capital Management LP | 94,958 | $6.07M | 0.35% | +5,653+6.3% | Added |
| Bryn Mawr Trust Co | 94,844 | $6.07M | 0.25% | −1,782−1.8% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $6.06M | 1.40% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 94,490 | $6.04M | 0.44% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 93,813 | $6.00M | 0.06% | −2,136−2.2% | Reduced |
| Toth Financial Advisory Corp | 93,290 | $5.97M | 0.86% | −3,206−3.3% | Reduced |
| Scott & Selber, Inc. | 92,230 | $5.90M | 2.31% | −192−0.2% | Reduced |
| HGK Asset Management Inc | 91,584 | $5.86M | 1.86% | +3,322+3.8% | Added |
| Metropolitan Life Insurance Co | 91,553 | $5.85M | 0.28% | −3,546−3.7% | Reduced |
| Assenagon Asset Management S.A. | 91,174 | $5.83M | 0.02% | +59+0.1% | Added |
| Gibraltar Capital Management, Inc. | 91,085 | $5.82M | 2.58% | +1,688+1.9% | Added |
| Searle & Co. | 93,144 | $5.79M | 1.79% | −112−0.1% | Reduced |
| Geneos Wealth Management Inc. | 89,833 | $5.74M | 0.30% | +11,791+15.1% | Added |
| Poehling Capital Management, LLC | 62,910 | $5.72M | 1.93% | +1,311+2.1% | Added |
| TCWP LLC | 89,375 | $5.72M | 1.22% | +70,925+384.4% | Added |
| Simplex Trading, LLC | 89,359 | $5.71M | 0.24% | +89,359 | New |
| Bogart Wealth, LLC | 89,155 | $5.70M | 0.36% | +2,898+3.4% | Added |
| Twin Capital Management Inc | 88,742 | $5.68M | 0.74% | +4,728+5.6% | Added |
| Metis Global Partners, LLC | 88,650 | $5.67M | 0.31% | −496−0.6% | Reduced |
| Alps Advisors Inc | 88,438 | $5.66M | 0.05% | −2,446−2.7% | Reduced |
| Bradley Foster & Sargent Inc | 87,762 | $5.61M | 0.12% | +243+0.3% | Added |
| Mechanics Bank Trust Department | 86,752 | $5.55M | 0.89% | +411+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 86,596 | $5.54M | 0.59% | +86,596 | New |
| Howe & Rusling Inc | 86,287 | $5.52M | 0.62% | −200.0% | Reduced |
| Eagle Rock Investment Company, LLC | 89,174 | $5.52M | 1.19% | −1,738−1.9% | Reduced |
| BTC Capital Management, Inc. | 85,768 | $5.48M | 0.59% | +1,402+1.7% | Added |
| Dean Investment Associates, LLC | 84,900 | $5.43M | 0.88% | +17,777+26.5% | Added |
| Aquatic Capital Management LLC | 84,600 | $5.41M | 0.29% | +3,100+3.8% | Added |
| FAI Wealth Management | 84,230 | $5.39M | 4.82% | +1,103+1.3% | Added |
| Aviance Capital Partners, LLC | 84,227 | $5.39M | 1.14% | +5,366+6.8% | Added |
| RSM US Wealth Management LLC | 84,211 | $5.39M | 0.18% | −2,413−2.8% | Reduced |
| NBT Bank N A | 84,163 | $5.38M | 0.77% | −2,952−3.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 84,152 | $5.38M | 0.57% | +924+1.1% | Added |
| Welch Group, LLC | 84,116 | $5.38M | 0.31% | +4,955+6.3% | Added |
| Advisor Partners II, LLC | 83,893 | $5.36M | 0.25% | +1,768+2.2% | Added |
| Hunter Perkins Capital Management, LLC | 132,895 | $5.36M | 1.14% | +83,710+170.2% | Added |
| Stratos Wealth Advisors, LLC | 83,318 | $5.33M | 0.38% | −131−0.2% | Reduced |
| Haverford Trust Co | 82,857 | $5.30M | 0.06% | −1,458−1.7% | Reduced |
| Wesleyan Assurance Society | 82,443 | $5.27M | 0.56% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 81,716 | $5.23M | 1.47% | +829+1.0% | Added |
| New England Asset Management Inc | 81,531 | $5.21M | 0.76% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 81,293 | $5.20M | 0.11% | −10,198−11.1% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.19M | 0.50% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 80,849 | $5.17M | 0.06% | −9,755−10.8% | Reduced |
| Orion Portfolio Solutions, LLC | 80,849 | $5.17M | 0.06% | −9,755−10.8% | Reduced |
| Van Leeuwen & Company, LLC | 80,000 | $5.15M | 3.23% | −2,575−3.1% | Reduced |
| FORA Capital, LLC | 80,582 | $5.15M | 0.73% | −32,199−28.6% | Reduced |
| Paloma Partners Management Co | 80,115 | $5.12M | 1.18% | +80,115 | New |
| Segall Bryant & Hamill, LLC | 79,984 | $5.11M | 0.05% | −1,785−2.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 79,553 | $5.09M | 1.67% | +2,339+3.0% | Added |
| Apollon Wealth Management, LLC | 78,966 | $5.05M | 0.24% | +3,284+4.3% | Added |
| Kinneret Advisory, LLC | 78,913 | $5.05M | 0.60% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 78,519 | $5.02M | 0.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 78,509 | $5.02M | 0.16% | +5,231+7.1% | Added |
| Ieq Capital, LLC | 78,395 | $5.01M | 0.10% | +503+0.6% | Added |