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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 78,287 | $5.01M | 0.71% | +3,696+5.0% | Added |
| Viking Fund Management LLC | 78,000 | $4.99M | 0.94% | +5,000+6.8% | Added |
| Highland Capital Management, LLC | 77,831 | $4.98M | 0.32% | −1,155−1.5% | Reduced |
| First Hawaiian Bank | 77,684 | $4.97M | 0.16% | +9,415+13.8% | Added |
| Edentree Asset Management Ltd | 77,450 | $4.95M | 1.70% | +77,450 | New |
| Wasatch Advisors Inc | 77,375 | $4.95M | 0.03% | +4,000+5.5% | Added |
| Equitable Holdings, Inc. | 77,166 | $4.93M | 0.07% | +1,823+2.4% | Added |
| Canal Capital Management, LLC | 77,156 | $4.93M | 1.00% | +1,956+2.6% | Added |
| Hennessy Advisors Inc | 77,100 | $4.93M | 0.36% | −4,300−5.3% | Reduced |
| Edgewood Management LLC | 76,850 | $4.91M | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 76,398 | $4.89M | 0.43% | +3,593+4.9% | Added |
| Pettee Investors, Inc. | 75,831 | $4.85M | 2.19% | +1,000+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 75,415 | $4.82M | 0.36% | −239−0.3% | Reduced |
| North Star Investment Management Corp. | 75,237 | $4.81M | 0.39% | −1,995−2.6% | Reduced |
| Clearstead Advisors, LLC | 75,120 | $4.80M | 0.29% | −541−0.7% | Reduced |
| Talbot Financial, LLC | 74,685 | $4.78M | 0.81% | +8,078+12.1% | Added |
| Principal Street Partners, LLC | 74,655 | $4.77M | 1.13% | −3,290−4.2% | Reduced |
| Moreno Evelyn V | 74,559 | $4.77M | 1.02% | −10,415−12.3% | Reduced |
| Trustmark National Bank Trust Department | 73,945 | $4.73M | 0.44% | −4,717−6.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 73,820 | $4.72M | 0.88% | +6,700+10.0% | Added |
| Bleakley Financial Group, LLC | 73,809 | $4.72M | 0.15% | +8,274+12.6% | Added |
| Sawtooth Solutions, LLC | 73,471 | $4.70M | 0.13% | +7,844+12.0% | Added |
| FourThought Financial Partners, LLC | 73,457 | $4.70M | 0.62% | +7,223+10.9% | Added |
| SYSTM Wealth Solutions LLC | 72,954 | $4.67M | 0.63% | −240.0% | Reduced |
| Kanawha Capital Management LLC | 72,822 | $4.66M | 0.43% | +1,280+1.8% | Added |
| Lee Danner & Bass Inc | 72,730 | $4.65M | 0.40% | −2,320−3.1% | Reduced |
| Benedict Financial Advisors Inc | 72,595 | $4.64M | 1.28% | +1,461+2.1% | Added |
| Avantax Advisory Services, Inc. | 71,722 | $4.59M | 0.05% | −2,733−3.7% | Reduced |
| Ossiam | 71,074 | $4.55M | 0.08% | +1,758+2.5% | Added |
| Eastover Investment Advisors LLC | 71,052 | $4.54M | 2.42% | +311+0.4% | Added |
| Gyroscope Capital Management Group, LLC | 71,012 | $4.54M | 1.05% | +2,258+3.3% | Added |
| Capula Management Ltd | 70,603 | $4.52M | 0.54% | −842−1.2% | Reduced |
| Evercore Wealth Management, LLC | 70,566 | $4.51M | 0.08% | −2,302−3.2% | Reduced |
| Delta Asset Management LLC | 70,386 | $4.50M | 0.45% | +3,072+4.6% | Added |
| Demars Financial Group, LLC | 70,204 | $4.49M | 2.49% | −347−0.5% | Reduced |
| Thompson Investment Management, Inc. | 69,967 | $4.47M | 0.73% | +2,679+4.0% | Added |
| D L Carlson Investment Group Inc | 69,904 | $4.47M | 0.85% | −462−0.7% | Reduced |
| Callahan Advisors, LLC | 69,835 | $4.47M | 0.54% | −25,034−26.4% | Reduced |
| Meritage Portfolio Management | 69,817 | $4.46M | 0.32% | +2,126+3.1% | Added |
| Wolverine Trading, LLC | 69,746 | $4.46M | 0.06% | +69,746 | New |
| Rothschild Investment Corp | 69,516 | $4.45M | 0.37% | +2,883+4.3% | Added |
| Versant Capital Management, Inc | 69,453 | $4.44M | 1.42% | +270.0% | Added |
| Cohen Klingenstein LLC | 69,400 | $4.44M | 0.19% | 00.0% | Unchanged |
| Rossmore Private Capital | 69,245 | $4.43M | 0.66% | −2,001−2.8% | Reduced |
| First Interstate Bank | 69,086 | $4.42M | 0.36% | −1,226−1.7% | Reduced |
| Venture Visionary Partners LLC | 68,920 | $4.41M | 0.26% | +9,984+16.9% | Added |
| Sigma Investment Counselors Inc | 68,816 | $4.40M | 0.32% | −319−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 68,586 | $4.39M | 0.26% | +2,660+4.0% | Added |
| KCM Investment Advisors LLC | 68,518 | $4.38M | 0.18% | −20,656−23.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 68,431 | $4.38M | 0.01% | −25,775−27.4% | Reduced |
| Empirical Finance, LLC | 68,344 | $4.37M | 0.34% | +7,615+12.5% | Added |
| Argyle Capital Management Inc. | 68,233 | $4.36M | 1.57% | −5,475−7.4% | Reduced |
| Sigma Planning Corp | 68,223 | $4.36M | 0.16% | −11,710−14.6% | Reduced |
| Resources Management Corp | 68,141 | $4.36M | 0.68% | +62,179+1,042.9% | Added |
| LVW Advisors, LLC | 68,093 | $4.35M | 0.88% | −3,505−4.9% | Reduced |
| Greenleaf Trust | 68,005 | $4.35M | 0.05% | −4,457−6.2% | Reduced |
| Am Investment Strategies LLC | 67,291 | $4.34M | 1.36% | −158−0.2% | Reduced |
| Wetherby Asset Management Inc | 67,906 | $4.34M | 0.23% | −1,725−2.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 67,821 | $4.34M | 0.10% | −874−1.3% | Reduced |
| Sage Capital Advisors,llc | 67,286 | $4.30M | 1.51% | +8,377+14.2% | Added |
| Massmutual Trust Co FSB | 66,911 | $4.28M | 0.15% | +55,300+476.3% | Added |
| Pekin Hardy Strauss, Inc. | 66,419 | $4.25M | 0.66% | +275+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 66,268 | $4.24M | 0.11% | −566−0.8% | Reduced |
| Pacifica Partners Inc. | 64,893 | $4.20M | 2.38% | +6,816+11.7% | Added |
| Beacon Financial Group | 65,419 | $4.19M | 0.57% | −528−0.8% | Reduced |
| EagleClaw Capital Managment, LLC | 65,257 | $4.17M | 0.96% | +75+0.1% | Added |
| Bard Financial Services, Inc. | 64,985 | $4.16M | 0.32% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 64,686 | $4.14M | 1.67% | +15,894+32.6% | Added |
| Canandaigua National Bank & Trust Co | 64,566 | $4.13M | 0.67% | −649−1.0% | Reduced |
| Inlet Private Wealth, LLC | 64,502 | $4.12M | 1.04% | +875+1.4% | Added |
| Oliver Luxxe Assets LLC | 64,361 | $4.12M | 1.03% | +340+0.5% | Added |
| Freestone Capital Holdings, LLC | 64,332 | $4.11M | 0.17% | +307+0.5% | Added |
| Ameritas Investment Partners, Inc. | 64,266 | $4.11M | 0.15% | −4,702−6.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 63,721 | $4.07M | 2.23% | −300.0% | Reduced |
| Meridian Wealth Management, LLC | 63,652 | $4.07M | 0.34% | +71+0.1% | Added |
| Meeder Asset Management Inc | 63,617 | $4.07M | 0.30% | +378+0.6% | Added |
| Everence Capital Management Inc | 63,056 | $4.06M | 0.33% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 63,428 | $4.06M | 1.74% | −1,762−2.7% | Reduced |
| HB Wealth Management, LLC | 63,112 | $4.04M | 0.06% | +5,879+10.3% | Added |
| Guinness Atkinson Asset Management Inc | 62,949 | $4.03M | 2.13% | −1,498−2.3% | Reduced |
| Two Sigma Securities, LLC | 62,490 | $4.00M | 0.33% | +47,695+322.4% | Added |
| Hunter Associates Investment Management LLC | 62,053 | $3.96M | 0.77% | +3,408+5.8% | Added |
| Sheets Smith Wealth Management | 61,938 | $3.96M | 0.58% | −46−0.1% | Reduced |
| Mairs & Power Inc | 61,783 | $3.95M | 0.04% | −16,242−20.8% | Reduced |
| Loomis Sayles & Co L P | 61,571 | $3.94M | 0.01% | +14,919+32.0% | Added |
| Walleye Trading LLC | 61,519 | $3.93M | 0.21% | +61,519 | New |
| Lincoln National Corp | 60,302 | $3.86M | 0.08% | +3,527+6.2% | Added |
| Parallel Advisors, LLC | 60,113 | $3.84M | 0.12% | −4,068−6.3% | Reduced |
| Clark Estates Inc | 59,968 | $3.84M | 0.65% | +200+0.3% | Added |
| Highlander Partners, L.P. | 60,000 | $3.84M | 4.31% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $3.84M | 1.19% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 59,800 | $3.82M | 0.04% | 00.0% | Unchanged |
| Ar Asset Management Inc | 59,774 | $3.82M | 1.03% | −450−0.7% | Reduced |
| Gilman Hill Asset Management, LLC | 59,778 | $3.82M | 0.71% | +1,051+1.8% | Added |
| Hallmark Capital Management Inc | 59,755 | $3.82M | 0.34% | −1,415−2.3% | Reduced |
| Roanoke Asset Management Corp | 59,584 | $3.81M | 1.51% | +60.0% | Added |
| United Capital Management of KS, Inc. | 59,574 | $3.81M | 1.22% | +727+1.2% | Added |
| Burney Co | 59,306 | $3.79M | 0.17% | +46,858+376.4% | Added |
| Tower Bridge Advisors | 59,222 | $3.79M | 0.35% | −31,105−34.4% | Reduced |
| Naples Global Advisors, LLC | 59,113 | $3.78M | 0.44% | +3,188+5.7% | Added |