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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, Q4 2021

Institutional positions in Bristol Myers Squibb Co as of Dec 31, 2021. 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
2,451
+192 vs. Q3 2021
Shares held
1.60B
−23.8M (−1.5%) vs. Q3 2021
Total value
$99.9B
+$3.57B (+3.7%) vs. Q3 2021
New holders
329
862 more added
Sold out
137
1,009 more reduced

40 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 2,451 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ4 2021: $99.9B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2021.

Institutions holding BMY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.13$1.00K0.03%+2+18.2%Added
Financial Enhancement Group LLC23$1.00K0.00%+23New
James Reed Financial Services, Inc.30$1.00K0.00%+30New
WestEnd Advisors, LLC17$1.06K0.00%––
Tucker Asset Management LLC18$1.13K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$2.00K0.00%−115−82.1%Reduced
Copeland Capital Management, LLC38$2.00K0.00%00.0%Unchanged
McDonald Partners LLC40$2.49K0.00%−10,925−99.6%Reduced
Absolute Capital Management, LLC40$2.49K0.00%+40New
USA Financial Portformulas Corp45$3.00K0.00%−787−94.6%Reduced
Mine & Arao Wealth Creation & Management, LLC.45$3.00K0.00%00.0%Unchanged
Alaethes Wealth LLC48$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC41$3.00K0.00%+15+57.7%Added
Western Pacific Wealth Management, LP56$3.00K0.00%+56New
Karlinski Andrew C48$3.00K0.01%+48New
FNY Investment Advisers, LLC70$4.00K0.00%−22,500−99.7%Reduced
Column Capital Advisors, LLC61$4.00K0.00%−442−87.9%Reduced
Shore Point Advisors, LLC59$4.00K0.00%+59New
NewSquare Capital LLC85$5.00K0.00%00.0%Unchanged
Westchester Capital Management, Inc.75$5.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.80$5.00K0.00%+80New
Mizuho Securities Co. Ltd.100$6.00K0.00%+1+1.0%Added
Professional Financial Advisors, LLC100$6.00K0.00%00.0%Unchanged
Schubert & Co99$6.00K0.01%+99New
Financial Avengers, Inc.117$7.00K0.00%+1+0.9%Added
Kozak & Associates, Inc.104$7.00K0.00%+1+1.0%Added
Raleigh Capital Management Inc.119$7.00K0.01%+119New
Country Trust Bank135$8.00K0.00%+67+98.5%Added
Wealthstreet Investment Advisors, LLC150$9.00K0.22%00.0%Unchanged
Retirement Group, LLC145$9.00K0.00%00.0%Unchanged
Kelly Financial Services LLC156$9.75K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC168$10.0K0.01%+1+0.6%Added
Cedar Mountain Advisors, LLC158$10.0K0.00%00.0%Unchanged
Spectrum Management Group, LLC160$10.0K0.00%+59+58.4%Added
Ogorek Anthony Joseph183$11.0K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC170$11.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC176$11.0K0.01%00.0%Unchanged
Strategic Asset Management, LLC200$12.0K0.02%−800−80.0%Reduced
Perkins Coie Trust Co205$13.0K0.00%−38−15.6%Reduced
Aspire Private Capital, LLC210$13.0K0.00%−20−8.7%Reduced
Miller Wealth Advisors, LLC235$15.0K0.01%+235New
Roble, Belko & Company, Inc260$16.0K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC250$16.0K0.01%+250New
Lumature Wealth Partners, LLC277$17.0K0.01%−238−46.2%Reduced
Global Wealth Management Investment Advisory, Inc.277$17.0K0.01%00.0%Unchanged
NVWM, LLC350$18.0K0.01%−269−43.5%Reduced
McClarren Financial Advisors, Inc.282$18.0K0.01%+3+1.1%Added
Concorde Financial Corp293$18.0K0.01%+293New
Halpern Financial, Inc.300$18.7K0.01%00.0%Unchanged
Advocacy Wealth Management Services, LLC299$19.0K0.00%00.0%Unchanged
1832 Asset Management L.P.320$20.0K0.00%−16,112−98.1%Reduced
Blue Bell Private Wealth Management, LLC325$20.0K0.01%+325New
Ulland Investment Advisors, LLC315$20.0K0.01%+315New
Sterling Investment Advisors, Ltd.331$21.0K0.01%−3,063−90.2%Reduced
IAG Wealth Partners, LLC335$21.0K0.01%00.0%Unchanged
Life Planning Partners, Inc329$21.0K0.02%+329New
FSC Wealth Advisors, LLC332$21.0K0.01%+332New
Migdal Insurance & Financial Holdings Ltd.350$22.0K0.00%−719−67.3%Reduced
RE Dickinson Investment Advisors, LLC350$22.0K0.02%+350New
Centerpoint Advisors, LLC375$23.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC400$25.0K0.01%−7,803−95.1%Reduced
Tacita Capital Inc400$25.0K0.01%−2,766−87.4%Reduced
PFG Private Wealth Management, LLC403$25.0K0.01%−50−11.0%Reduced
Sawyer & Company, Inc400$25.0K0.01%00.0%Unchanged
Baillie Gifford & Co427$27.0K0.00%−47−9.9%Reduced
Kayne Anderson Rudnick Investment Management LLC427$27.0K0.00%00.0%Unchanged
PrairieView Partners, LLC450$28.0K0.00%00.0%Unchanged
Core Alternative Capital446$28.0K0.01%+97+27.8%Added
Horan Securities, Inc.471$29.0K0.02%+471New
Steward Financial Group LLC483$29.0K0.03%+483New
PFS Partners, LLC484$30.2K0.02%+484New
Winch Advisory Services, LLC500$31.0K0.01%−8−1.6%Reduced
Acima Private Wealth, LLC500$31.0K0.01%00.0%Unchanged
American State Bank (Iowa)500$31.2K0.02%00.0%Unchanged
Cribstone Capital Management, LLC515$32.0K0.02%00.0%Unchanged
Guardian Wealth Management, Inc.519$32.0K0.03%+519New
Penserra Capital Management LLC588$36.0K0.00%+66+12.6%Added
HighMark Wealth Management LLC583$36.0K0.02%+92+18.7%Added
Harel Insurance Investments & Financial Services Ltd.591$37.0K0.00%−2,000−77.2%Reduced
Hoey Investments, Inc600$37.0K0.01%−300−33.3%Reduced
Leverty Financial Group, LLC600$37.0K0.03%+600New
Disciplined Investments, LLC623$39.0K0.02%+300+92.9%Added
Curi Capital656$40.0K0.01%+656New
McCarthy Asset Management, Inc.654$41.0K0.03%00.0%Unchanged
Macroview Investment Management LLC650$41.0K0.05%00.0%Unchanged
Regency Capital Management Inc.675$42.0K0.03%00.0%Unchanged
James Investment Research Inc700$44.0K0.00%+100+16.7%Added
EverSource Wealth Advisors, LLC723$45.0K0.01%+723New
Ahrens Investment Partners LLC740$46.0K0.02%+740New
Tanaka Capital Management Inc752$47.0K0.09%−640−46.0%Reduced
KB Financial Partners, LLC756$47.0K0.01%+756New
Seldon Capital LP747$47.0K0.03%+747New
Hoese & Co LLP771$48.0K0.05%00.0%Unchanged
Gibson Wealth Advisors LLC770$48.0K0.05%+770New
Investors Research Corp787$49.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC784$49.0K0.01%+65+9.0%Added
Bell Investment Advisors, Inc789$49.0K0.01%+295+59.7%Added
Financial Perspectives, Inc860$53.6K0.03%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC867$54.0K0.04%00.0%Unchanged
LFA - Lugano Financial Advisors SA863$54.0K0.03%+863New