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 |
|---|---|---|---|---|---|
| Charter Research & Investment Group, Inc. | 45,647 | $2.92M | 2.42% | −90.0% | Reduced |
| Hudson Capital Management LLC | 45,497 | $2.91M | 1.12% | +3,992+9.6% | Added |
| Bragg Financial Advisors, Inc | 45,400 | $2.90M | 0.16% | +51+0.1% | Added |
| Edmp, Inc. | 45,395 | $2.90M | 2.76% | −198−0.4% | Reduced |
| Keene & Associates, Inc. | 45,211 | $2.89M | 2.25% | +435+1.0% | Added |
| Kendall Capital Management | 45,109 | $2.88M | 1.26% | +275+0.6% | Added |
| Berkeley, Inc | 45,007 | $2.88M | 1.94% | +4,084+10.0% | Added |
| TD Private Client Wealth LLC | 44,981 | $2.88M | 0.12% | +2,630+6.2% | Added |
| Birmingham Capital Management Co Inc | 44,693 | $2.86M | 1.20% | +155+0.3% | Added |
| Resources Investment Advisors, LLC. | 44,557 | $2.85M | 0.06% | −6,192−12.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.81M | 0.40% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 43,881 | $2.81M | 0.16% | −55,556−55.9% | Reduced |
| AdvisorNet Financial, Inc | 43,845 | $2.80M | 0.24% | +1,760+4.2% | Added |
| Gries Financial LLC | 43,839 | $2.80M | 0.77% | −448−1.0% | Reduced |
| Townsend & Associates, Inc | 43,850 | $2.80M | 0.72% | −252−0.6% | Reduced |
| Wolverine Asset Management LLC | 43,687 | $2.79M | 0.05% | −10,265−19.0% | Reduced |
| Legato Capital Management LLC | 43,573 | $2.79M | 0.38% | +6,568+17.7% | Added |
| Paragon Capital Management LLC | 43,445 | $2.78M | 1.59% | −553−1.3% | Reduced |
| Mutual Advisors, LLC | 43,440 | $2.78M | 0.11% | −5,236−10.8% | Reduced |
| Jacobi Capital Management LLC | 43,338 | $2.77M | 0.31% | −2,483−5.4% | Reduced |
| Wedbush Securities Inc | 43,326 | $2.77M | 0.13% | −3,246−7.0% | Reduced |
| Arvest Trust Co N A | 44,435 | $2.76M | 0.16% | −3,139−6.6% | Reduced |
| Resonant Capital Advisors, LLC | 43,163 | $2.76M | 0.30% | +129+0.3% | Added |
| Northeast Financial Consultants Inc | 42,985 | $2.75M | 0.17% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 42,973 | $2.75M | 1.70% | +11,431+36.2% | Added |
| Profund Advisors LLC | 42,799 | $2.74M | 0.15% | +925+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 42,790 | $2.74M | 0.27% | +36,150+544.4% | Added |
| Edgestream Partners, L.P. | 42,642 | $2.73M | 0.25% | −45,349−51.5% | Reduced |
| SeaCrest Wealth Management, LLC | 42,625 | $2.73M | 0.34% | +230+0.5% | Added |
| Leonteq Securities AG | 42,551 | $2.72M | 0.28% | +17,873+72.4% | Added |
| Hosking Partners LLP | 42,550 | $2.72M | 0.11% | +2,909+7.3% | Added |
| Horizon Kinetics Asset Management LLC | 42,531 | $2.72M | 0.06% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 42,088 | $2.69M | 0.15% | +17,255+69.5% | Added |
| Lifeworks Advisors, LLC | 42,015 | $2.69M | 1.14% | +5,463+14.9% | Added |
| Barbara Oil Co. | 42,000 | $2.69M | 1.23% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 42,000 | $2.68M | 0.06% | +42,000 | New |
| Hartford Financial Management Inc. | 41,883 | $2.68M | 0.66% | +1,808+4.5% | Added |
| GTS Securities LLC | 41,866 | $2.68M | 0.08% | +41,866 | New |
| Stokes Family Office, LLC | 41,587 | $2.66M | 0.31% | +290+0.7% | Added |
| AlphaCore Capital LLC | 41,530 | $2.66M | 0.43% | +27,955+205.9% | Added |
| Mirador Capital Partners LP | 41,499 | $2.65M | 0.63% | +80+0.2% | Added |
| 1st Source Bank | 41,300 | $2.64M | 0.17% | −1,773−4.1% | Reduced |
| Country Club Bank | 41,244 | $2.64M | 0.21% | −810−1.9% | Reduced |
| Aureus Asset Management, LLC | 41,253 | $2.64M | 0.20% | −1,117−2.6% | Reduced |
| Banque Pictet & Cie SA | 41,210 | $2.64M | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 41,109 | $2.63M | 0.34% | −50−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 41,000 | $2.62M | 0.05% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 40,910 | $2.62M | 0.57% | +629+1.6% | Added |
| Philadelphia Trust Co | 40,871 | $2.61M | 0.25% | −1,651−3.9% | Reduced |
| Alpha Omega Wealth Management LLC | 40,564 | $2.59M | 0.44% | −471−1.1% | Reduced |
| Spinnaker Trust | 40,547 | $2.59M | 0.19% | +7,906+24.2% | Added |
| Teza Capital Management LLC | 40,543 | $2.59M | 0.42% | +40,543 | New |
| Jump Financial, LLC | 40,506 | $2.59M | 0.10% | +40,506 | New |
| Cary Street Partners Asset Management LLC | 40,470 | $2.59M | 0.48% | −101−0.2% | Reduced |
| Artemis Investment Management LLP | 40,486 | $2.59M | 0.03% | −1,491,822−97.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,339 | $2.58M | 0.10% | +4,090+11.3% | Added |
| Essex Financial Services, Inc. | 40,293 | $2.58M | 0.29% | −3,452−7.9% | Reduced |
| Stonegate Investment Group, LLC | 40,268 | $2.58M | 0.09% | −20.0% | Reduced |
| Atlantic Union Bankshares Corp | 40,267 | $2.58M | 0.26% | −5,438−11.9% | Reduced |
| BFT Financial Group, LLC | 40,230 | $2.57M | 0.29% | +15,866+65.1% | Added |
| Fred Alger Management, LLC | 40,225 | $2.57M | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 40,216 | $2.57M | 0.06% | +8,344+26.2% | Added |
| Kingswood Wealth Advisors, LLC | 40,204 | $2.57M | 0.82% | +40,204 | New |
| AIA Group Ltd | 39,922 | $2.55M | 0.12% | +9,490+31.2% | Added |
| Princeton Global Asset Management LLC | 39,841 | $2.55M | 0.74% | −6,850−14.7% | Reduced |
| Arrow Financial Corp | 39,746 | $2.54M | 0.31% | +140+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 39,703 | $2.54M | 0.10% | −75−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 39,619 | $2.53M | 0.01% | +17,443+78.7% | Added |
| Independent Advisor Alliance | 39,610 | $2.53M | 0.11% | −284−0.7% | Reduced |
| Empowered Funds, LLC | 39,579 | $2.53M | 0.09% | +9,573+31.9% | Added |
| EA Series Trust | 39,579 | $2.53M | 0.09% | +39,579 | New |
| Silvant Capital Management LLC | 39,525 | $2.53M | 0.14% | +2,215+5.9% | Added |
| Total Clarity Wealth Management, Inc. | 39,163 | $2.50M | 1.24% | −1,537−3.8% | Reduced |
| Orca Investment Management, LLC | 39,003 | $2.49M | 2.72% | −575−1.5% | Reduced |
| Heritage Trust Co | 38,322 | $2.45M | 0.36% | +2,542+7.1% | Added |
| Baxter Bros Inc | 38,278 | $2.45M | 0.36% | −273−0.7% | Reduced |
| Sepio Capital, LP | 37,882 | $2.44M | 0.20% | +1,486+4.1% | Added |
| Intellectus Partners, LLC | 38,087 | $2.44M | 0.73% | −679−1.8% | Reduced |
| Exchange Capital Management, Inc. | 37,739 | $2.41M | 0.45% | −517−1.4% | Reduced |
| Clough Capital Partners L P | 37,700 | $2.41M | 0.24% | −16,000−29.8% | Reduced |
| Citizens National Bank Trust Department | 37,345 | $2.39M | 0.63% | −5,895−13.6% | Reduced |
| Providence Capital Advisors, LLC | 37,282 | $2.38M | 0.60% | +626+1.7% | Added |
| Hikari Power Ltd | 37,280 | $2.38M | 0.23% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 37,229 | $2.38M | 0.53% | +251+0.7% | Added |
| Sanders Morris Harris LLC | 37,114 | $2.38M | 0.53% | +12,107+48.4% | Added |
| Trifecta Capital Advisors, LLC | 37,122 | $2.37M | 0.76% | +3,350+9.9% | Added |
| Charter Trust Co | 37,119 | $2.37M | 0.18% | −1,697−4.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 37,087 | $2.37M | 0.23% | −2,756−6.9% | Reduced |
| Ancora Advisors, LLC | 37,081 | $2.37M | 0.06% | +396+1.1% | Added |
| Koshinski Asset Management, Inc. | 37,001 | $2.37M | 0.25% | −12,707−25.6% | Reduced |
| Eley Financial Management, Inc | 36,765 | $2.35M | 1.14% | +415+1.1% | Added |
| TrinityPoint Wealth, LLC | 36,737 | $2.35M | 0.46% | +28,210+330.8% | Added |
| Choate Investment Advisors | 36,723 | $2.35M | 0.10% | +4,085+12.5% | Added |
| LMG Wealth Partners, LLC | 36,562 | $2.34M | 0.72% | +1,799+5.2% | Added |
| Wellington Shields & Co., LLC | 36,465 | $2.33M | 0.55% | −1,500−4.0% | Reduced |
| Cacti Asset Management LLC | 36,450 | $2.33M | 0.21% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 36,391 | $2.33M | 0.48% | +1,342+3.8% | Added |
| Private Portfolio Partners LLC | 36,313 | $2.32M | 0.60% | −2,537−6.5% | Reduced |
| Mount Lucas Management LP | 36,270 | $2.32M | 0.83% | −4,903−11.9% | Reduced |
| South State Corp. | 36,187 | $2.31M | 0.21% | −2,425−6.3% | Reduced |