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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 52,402 | $3.77M | 0.90% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 58,902 | $3.77M | 0.32% | +52,405+806.6% | Added |
| Lipe & Dalton | 58,891 | $3.77M | 2.15% | −580−1.0% | Reduced |
| Iowa State Bank | 58,880 | $3.77M | 0.95% | −1,087−1.8% | Reduced |
| Intact Investment Management Inc. | 58,800 | $3.76M | 0.15% | −55,700−48.6% | Reduced |
| Duncker Streett & Co Inc | 58,719 | $3.76M | 0.84% | −2,165−3.6% | Reduced |
| Beddow Capital Management Inc | 58,710 | $3.75M | 1.91% | +125+0.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 58,708 | $3.75M | 1.88% | +636+1.1% | Added |
| Vident Investment Advisory, LLC | 58,348 | $3.73M | 0.13% | −80,803−58.1% | Reduced |
| Factorial Partners, LLC | 58,200 | $3.72M | 2.57% | +6,400+12.4% | Added |
| Snowden Capital Advisors LLC | 57,875 | $3.70M | 0.13% | +10,742+22.8% | Added |
| Carret Asset Management, LLC | 57,758 | $3.69M | 0.49% | −1,342−2.3% | Reduced |
| Pathstone Family Office, LLC | 54,615 | $3.69M | 0.05% | +7,405+15.7% | Added |
| Toroso Investments, LLC | 57,649 | $3.69M | 0.11% | +5,532+10.6% | Added |
| Aptus Capital Advisors, LLC | 57,375 | $3.67M | 0.11% | −3,274−5.4% | Reduced |
| Avitas Wealth Management LLC | 57,238 | $3.66M | 0.66% | +336+0.6% | Added |
| Siemens Fonds Invest GmbH | 57,449 | $3.66M | 0.36% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 57,128 | $3.65M | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 56,727 | $3.63M | 0.06% | +15,571+37.8% | Added |
| Kingsview Wealth Management, LLC | 56,542 | $3.62M | 0.14% | +1,351+2.4% | Added |
| Burns J W & Co Inc | 56,425 | $3.61M | 0.58% | −464−0.8% | Reduced |
| Harvey Capital Management Inc | 56,334 | $3.60M | 1.32% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 56,286 | $3.60M | 0.07% | +7,841+16.2% | Added |
| Moody National Bank Trust Division | 55,871 | $3.57M | 0.25% | −324−0.6% | Reduced |
| Perigon Wealth Management, LLC | 55,837 | $3.57M | 0.14% | +29,337+110.7% | Added |
| Mill Capital Management, LLC | 55,801 | $3.57M | 0.34% | +1,620+3.0% | Added |
| Cornercap Investment Counsel Inc | 55,396 | $3.54M | 0.62% | +1,709+3.2% | Added |
| Eqis Capital Management, Inc. | 55,268 | $3.53M | 0.40% | −6,142−10.0% | Reduced |
| Means Investment Co., Inc. | 55,268 | $3.53M | 0.56% | +938+1.7% | Added |
| TRUE Private Wealth Advisors | 55,222 | $3.53M | 0.52% | +1,165+2.2% | Added |
| CMH Wealth Management LLC | 55,173 | $3.53M | 0.95% | +2,569+4.9% | Added |
| Integrated Wealth Concepts LLC | 55,083 | $3.52M | 0.06% | +3,939+7.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 55,066 | $3.52M | 0.13% | +3,552+6.9% | Added |
| Greystone Financial Group, LLC | 54,916 | $3.51M | 0.81% | +54,916 | New |
| Daymark Wealth Partners, LLC | 54,834 | $3.51M | 0.26% | +33,627+158.6% | Added |
| Synergy Financial Management, LLC | 54,787 | $3.50M | 0.87% | +54,787 | New |
| Baldwin Investment Management, LLC | 54,335 | $3.47M | 0.57% | −7,082−11.5% | Reduced |
| Bonness Enterprises Inc | 54,300 | $3.47M | 1.56% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 53,809 | $3.44M | 0.09% | −1,009−1.8% | Reduced |
| Shelter Mutual Insurance Co | 53,800 | $3.44M | 0.84% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 53,788 | $3.44M | 0.12% | +19,389+56.4% | Added |
| Rodgers Brothers Inc. | 53,590 | $3.43M | 0.60% | +3,565+7.1% | Added |
| FineMark National Bank & Trust | 53,443 | $3.42M | 0.14% | +915+1.7% | Added |
| Transform Wealth, LLC | 53,305 | $3.41M | 0.31% | −82,515−60.8% | Reduced |
| Ropes Wealth Advisors LLC | 53,280 | $3.41M | 0.57% | +1,471+2.8% | Added |
| Finer Wealth Management, Inc. | 53,105 | $3.40M | 2.65% | +1,067+2.1% | Added |
| Next Level Private LLC | 54,073 | $3.38M | 2.19% | +1,520+2.9% | Added |
| Peak Asset Management, LLC | 52,743 | $3.37M | 0.78% | +4,248+8.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 52,730 | $3.37M | 0.04% | −635−1.2% | Reduced |
| GYL Financial Synergies, LLC | 52,676 | $3.37M | 0.31% | +41,178+358.1% | Added |
| 1832 Asset Management L.P. | 52,258 | $3.34M | 0.01% | −642−1.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 52,225 | $3.34M | 0.05% | +2,034+4.1% | Added |
| Augustine Asset Management Inc | 51,877 | $3.32M | 1.53% | −106−0.2% | Reduced |
| Simmons Bank | 51,821 | $3.31M | 0.28% | −1,152−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 51,715 | $3.31M | 0.21% | +1,291+2.6% | Added |
| Horizon Investments, LLC | 52,145 | $3.31M | 0.10% | +2,936+6.0% | Added |
| Ashton Thomas Private Wealth, LLC | 51,651 | $3.30M | 0.25% | +3,046+6.3% | Added |
| Bangor Savings Bank | 51,635 | $3.30M | 0.37% | +712+1.4% | Added |
| Chemung Canal Trust Co | 51,430 | $3.29M | 0.71% | −52,085−50.3% | Reduced |
| Bahl & Gaynor Inc | 51,413 | $3.29M | 0.02% | −695−1.3% | Reduced |
| Janney Capital Management LLC | 51,266 | $3.28M | 0.23% | +3,197+6.7% | Added |
| Sound View Wealth Advisors Group, LLC | 50,974 | $3.26M | 0.43% | +1,507+3.0% | Added |
| AIMZ Investment Advisors, LLC | 50,785 | $3.25M | 1.40% | −97−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 50,708 | $3.24M | 0.87% | +47,100+1,305.4% | Added |
| Amica Mutual Insurance Co | 50,615 | $3.24M | 0.37% | −4,401−8.0% | Reduced |
| Sectoral Asset Management Inc | 50,000 | $3.20M | 0.53% | 00.0% | Unchanged |
| Courier Capital LLC | 49,955 | $3.19M | 0.25% | +7,537+17.8% | Added |
| Cubic Asset Management, LLC | 49,922 | $3.19M | 0.86% | +290+0.6% | Added |
| Motley Fool Asset Management LLC | 49,804 | $3.18M | 0.28% | +1,220+2.5% | Added |
| Gladstone Institutional Advisory LLC | 49,777 | $3.18M | 0.19% | +586+1.2% | Added |
| Park Avenue Securities LLC | 49,737 | $3.18M | 0.05% | −6,200−11.1% | Reduced |
| Private Trust Co NA | 49,573 | $3.17M | 0.40% | −766−1.5% | Reduced |
| Boyd Watterson Asset Management LLC | 49,540 | $3.17M | 1.26% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 49,532 | $3.17M | 0.23% | +127+0.3% | Added |
| Selway Asset Management | 49,314 | $3.15M | 1.38% | +60+0.1% | Added |
| SevenBridge Financial Group, LLC | 49,112 | $3.14M | 0.81% | +797+1.6% | Added |
| Caldwell Trust Co | 49,034 | $3.14M | 0.41% | −1,182−2.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 49,007 | $3.13M | 0.41% | −152−0.3% | Reduced |
| Meridian Management Co | 48,681 | $3.11M | 0.98% | −230.0% | Reduced |
| Foster & Motley Inc | 48,453 | $3.10M | 0.24% | +4,026+9.1% | Added |
| Verdence Capital Advisors LLC | 48,219 | $3.08M | 0.36% | +227+0.5% | Added |
| New England Research & Management, Inc. | 48,152 | $3.08M | 1.79% | +5,405+12.6% | Added |
| Wealthcare Advisory Partners LLC | 48,037 | $3.07M | 0.14% | −1,247−2.5% | Reduced |
| Alberta Investment Management Corp | 47,900 | $3.06M | 0.03% | 00.0% | Unchanged |
| United Services Automobile Association | 47,893 | $3.06M | 0.09% | −187−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 47,863 | $3.06M | 0.03% | +392+0.8% | Added |
| Graham Capital Management, L.P. | 47,580 | $3.04M | 0.10% | +47,580 | New |
| Icon Advisers Inc | 47,400 | $3.03M | 0.77% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 47,352 | $3.03M | 0.84% | −2,308−4.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 47,265 | $3.02M | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 47,214 | $3.02M | 0.23% | +236+0.5% | Added |
| Diversified Trust Co | 46,802 | $2.99M | 0.11% | +3,218+7.4% | Added |
| Foundations Investment Advisors, LLC | 46,763 | $2.99M | 0.10% | −4,683−9.1% | Reduced |
| Altrius Capital Management Inc | 46,609 | $2.98M | 0.88% | +1,785+4.0% | Added |
| Merit Financial Group, LLC | 46,446 | $2.97M | 0.10% | −242−0.5% | Reduced |
| Marco Investment Management LLC | 45,991 | $2.94M | 0.32% | −918−2.0% | Reduced |
| Fulton Bank, N.A. | 45,987 | $2.94M | 0.14% | +2,846+6.6% | Added |
| Lowe Brockenbrough & Co Inc | 45,929 | $2.94M | 0.22% | −231−0.5% | Reduced |
| Nomura Holdings Inc | 45,785 | $2.93M | 0.03% | +45,785 | New |
| Logan Capital Management Inc | 45,687 | $2.92M | 0.14% | −441−1.0% | Reduced |