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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parthenon LLC | 10,701 | $667.0K | 0.09% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 10,729 | $668.0K | 0.65% | −9,248−46.3% | Reduced |
| Csenge Advisory Group | 10,038 | $668.0K | 0.06% | +4,851+93.5% | Added |
| Comerica Securities,inc. | 10,722 | $669.0K | 0.04% | −15,128−58.5% | Reduced |
| First Farmers & Merchants Bank / Trust | 10,729 | $669.0K | 0.66% | +10,729 | New |
| First Nebraska Trust Co | 10,784 | $672.4K | 0.08% | −81−0.7% | Reduced |
| Lyell Wealth Management, LP | 10,813 | $674.0K | 0.08% | −475−4.2% | Reduced |
| West Michigan Advisors, LLC | 10,825 | $675.0K | 0.50% | +10,825 | New |
| Foster Dykema Cabot & Co Inc | 10,857 | $677.0K | 0.08% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 10,869 | $677.0K | 0.31% | +10,869 | New |
| Crew Capital Management, Ltd. | 10,883 | $679.0K | 0.57% | −800−6.8% | Reduced |
| CWS Financial Advisors, LLC | 10,916 | $681.0K | 0.24% | +10,916 | New |
| Perigon Wealth Management, LLC | 10,931 | $682.0K | 0.05% | −14,891−57.7% | Reduced |
| Alpha Cubed Investments, LLC | 10,941 | $682.0K | 0.04% | +5,742+110.4% | Added |
| Smith, Salley & Associates | 10,959 | $683.0K | 0.05% | −2,550−18.9% | Reduced |
| Sovereign Financial Group, Inc. | 10,955 | $683.0K | 0.28% | +77+0.7% | Added |
| First National Bank of South Miami | 11,048 | $688.0K | 0.42% | +456+4.3% | Added |
| Penobscot Investment Management Company, Inc. | 11,055 | $689.0K | 0.09% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 11,070 | $690.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 11,088 | $691.0K | 0.09% | −2,911−20.8% | Reduced |
| Nichols & Pratt Advisers LLP | 11,100 | $692.0K | 0.05% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 11,093 | $692.0K | 0.19% | +11+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 11,203 | $698.0K | 0.07% | −8−0.1% | Reduced |
| West Chester Capital Advisors, Inc | 11,245 | $701.0K | 0.48% | −1,088−8.8% | Reduced |
| Thomas White International Ltd | 11,273 | $703.0K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,305 | $705.0K | 0.04% | −857−7.0% | Reduced |
| 626 Financial, LLC | 11,367 | $709.0K | 0.43% | +11,367 | New |
| Oak Asset Management, LLC | 11,388 | $710.0K | 0.27% | +3,750+49.1% | Added |
| Gsa Capital Partners LLP | 11,417 | $712.0K | 0.09% | +4,732+70.8% | Added |
| Little House Capital LLC | 11,455 | $714.0K | 0.38% | −312−2.7% | Reduced |
| Madden Securities Corp | 11,455 | $714.0K | 0.33% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 10,997 | $714.0K | 0.05% | +115+1.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,463 | $715.0K | 0.03% | −161−1.4% | Reduced |
| North Star Asset Management Inc | 11,462 | $715.0K | 0.04% | +975+9.3% | Added |
| Capital Financial Services, LLC | 11,479 | $716.0K | 0.78% | −150−1.3% | Reduced |
| WoodTrust Financial Corp | 11,490 | $716.0K | 0.15% | +1,200+11.7% | Added |
| Brightworth | 11,487 | $716.0K | 0.07% | +2,292+24.9% | Added |
| Morse Asset Management, Inc | 11,500 | $717.0K | 0.16% | −5,975−34.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,511 | $718.0K | 0.31% | −2,164−15.8% | Reduced |
| Concord Wealth Partners | 11,524 | $718.0K | 0.18% | +7,103+160.7% | Added |
| First Financial Corp | 11,540 | $719.0K | 0.44% | +53+0.5% | Added |
| Financial Advisory Corp | 11,535 | $719.0K | 0.35% | +11,535 | New |
| Signet Investment Advisory Group, Inc. | 11,565 | $721.0K | 0.41% | +435+3.9% | Added |
| Intrinsic Value Partners, LLC | 11,580 | $722.0K | 0.77% | +11,580 | New |
| American National Insurance Co | 11,600 | $723.0K | 0.16% | −68,573−85.5% | Reduced |
| Avestar Capital, LLC | 11,598 | $723.0K | 0.13% | +5,907+103.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,609 | $724.0K | 0.04% | −2,043−15.0% | Reduced |
| Sutton Wealth Advisors Inc. | 11,657 | $726.8K | 0.24% | −68−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 11,663 | $727.0K | 0.03% | +1,089+10.3% | Added |
| Retirement Planning Co of New England, Inc. | 11,664 | $727.0K | 0.35% | +11,664 | New |
| Acropolis Investment Management, LLC | 11,672 | $728.0K | 0.07% | +50+0.4% | Added |
| Traynor Capital Management, Inc. | 11,700 | $729.0K | 0.09% | −2,325−16.6% | Reduced |
| Broderick Brian C | 11,700 | $729.0K | 0.18% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 11,705 | $730.0K | 0.16% | −713−5.7% | Reduced |
| Woodward Diversified Capital, LLC | 11,720 | $731.0K | 0.43% | +766+7.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,870 | $740.0K | 0.09% | +250+2.2% | Added |
| Drive Wealth Management, LLC | 11,864 | $740.0K | 0.65% | +11,864 | New |
| Valley Brook Capital Group | 11,914 | $742.0K | 0.64% | −100−0.8% | Reduced |
| CoreFirst Bank & Trust | 11,919 | $743.0K | 0.48% | −240−2.0% | Reduced |
| Diligent Investors, LLC | 11,953 | $745.0K | 0.21% | −246−2.0% | Reduced |
| Pettinga Financial Advisors, LLC | 11,964 | $746.0K | 0.18% | +520+4.5% | Added |
| AlphaCentric Advisors LLC | 12,000 | $748.0K | 0.22% | +11,290+1,590.1% | Added |
| SlateStone Wealth, LLC | 12,014 | $749.0K | 0.16% | +5,241+77.4% | Added |
| CFM Wealth Partners LLC | 12,121 | $750.0K | 0.17% | +1,604+15.3% | Added |
| Armor Investment Advisors, LLC | 12,050 | $751.0K | 0.42% | −194−1.6% | Reduced |
| Aspiriant, LLC | 12,082 | $753.0K | 0.04% | +4,424+57.8% | Added |
| Knowledge Leaders Capital, LLC | 12,090 | $754.0K | 0.55% | +1,170+10.7% | Added |
| Virtue Capital Management, LLC | 12,105 | $755.0K | 0.11% | −336−2.7% | Reduced |
| Fundamentun, LLC | 12,163 | $758.0K | 0.12% | +1,775+17.1% | Added |
| Hedges Asset Management LLC | 12,150 | $758.0K | 0.59% | +12,150 | New |
| Ridgecrest Wealth Partners, LLC | 12,279 | $766.0K | 0.37% | +900+7.9% | Added |
| Washington Trust Advisors, Inc. | 12,296 | $767.0K | 0.05% | +12,296 | New |
| Wealth Dimensions Group, Ltd. | 12,480 | $778.0K | 0.38% | −223−1.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 12,526 | $781.0K | 0.07% | −12,151−49.2% | Reduced |
| Bellevue Asset Management, LLC | 12,556 | $783.0K | 0.46% | −9,126−42.1% | Reduced |
| CMT Capital Markets Trading GmbH | 12,600 | $786.0K | 0.23% | +12,600 | New |
| Biltmore Family Office, LLC | 12,620 | $787.0K | 0.15% | +2,000+18.8% | Added |
| Wilen Investment Management Corp. | 12,738 | $790.0K | 0.60% | −100−0.8% | Reduced |
| First National Bank Sioux Falls | 12,670 | $790.0K | 0.84% | +5,600+79.2% | Added |
| One Charles Private Wealth Services, LLC | 12,695 | $792.0K | 0.46% | −56−0.4% | Reduced |
| International Assets Investment Management, LLC | 12,710 | $792.0K | 0.14% | +2,155+20.4% | Added |
| LVM Capital Management Ltd | 12,740 | $794.0K | 0.11% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 12,748 | $795.0K | 0.18% | −26−0.2% | Reduced |
| CapWealth Advisors, LLC | 12,763 | $796.0K | 0.08% | +3,148+32.7% | Added |
| Mark Stevens | 12,781 | $797.0K | 0.08% | −85−0.7% | Reduced |
| Farmers National Bank | 12,813 | $798.9K | 0.26% | −2,594−16.8% | Reduced |
| Lion Street Advisors, LLC | 12,857 | $799.0K | 0.39% | +272+2.2% | Added |
| Capital Investment Advisory Services, LLC | 12,841 | $801.0K | 0.09% | −324−2.5% | Reduced |
| Range Financial Group LLC | 13,014 | $811.0K | 0.53% | +527+4.2% | Added |
| Jones Financial Companies LLLP | 13,045 | $813.0K | 0.00% | −396−2.9% | Reduced |
| Personal Capital Advisors Corp | 13,085 | $815.0K | 0.00% | −2,070−13.7% | Reduced |
| Roosevelt Investment Group LLC | 13,094 | $816.0K | 0.05% | +7,042+116.4% | Added |
| Cardinal Capital Management, Inc. | 13,100 | $817.0K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 13,133 | $819.0K | 0.06% | +285+2.2% | Added |
| Principle Wealth Partners LLC | 13,153 | $820.0K | 0.09% | −924−6.6% | Reduced |
| ARGI Investment Services, LLC | 13,177 | $822.0K | 0.02% | +2,357+21.8% | Added |
| Intercontinental Wealth Advisors, LLC | 13,252 | $826.0K | 0.17% | +792+6.4% | Added |
| AIA Group Ltd | 13,279 | $828.0K | 0.04% | −73,689−84.7% | Reduced |
| Johnson Financial Group, Inc. | 13,292 | $828.0K | 0.05% | +476+3.7% | Added |
| Legacy Private Trust Co. | 13,314 | $830.0K | 0.06% | −1,540−10.4% | Reduced |