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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 13,312 | $830.0K | 0.15% | −950−6.7% | Reduced |
| Laidlaw Wealth Management LLC | 13,328 | $831.0K | 0.13% | +13,328 | New |
| City State Bank | 13,334 | $831.0K | 0.51% | +13,334 | New |
| Crawford Investment Counsel Inc | 13,343 | $832.0K | 0.02% | −1,066−7.4% | Reduced |
| Burney Co | 13,346 | $832.0K | 0.04% | −549−4.0% | Reduced |
| Quadrant Capital Group LLC | 13,367 | $833.0K | 0.10% | −370−2.7% | Reduced |
| Alta Wealth Advisors LLC | 13,370 | $834.0K | 0.51% | −866−6.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 13,458 | $839.0K | 0.28% | +175+1.3% | Added |
| Ritholtz Wealth Management | 13,469 | $840.0K | 0.05% | +2,389+21.6% | Added |
| Kistler-Tiffany Companies, LLC | 13,536 | $844.0K | 0.16% | −3,352−19.8% | Reduced |
| Beck Mack & Oliver LLC | 13,555 | $845.0K | 0.02% | −750−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 13,562 | $846.0K | 0.03% | −211−1.5% | Reduced |
| Northeast Investment Management | 13,577 | $847.0K | 0.04% | +146+1.1% | Added |
| Barry Investment Advisors, LLC | 13,590 | $847.0K | 0.22% | +1,791+15.2% | Added |
| Enterprise Financial Services Corp | 13,711 | $855.0K | 0.13% | −18,763−57.8% | Reduced |
| RMB Capital Management, LLC | 13,752 | $857.0K | 0.03% | −49−0.4% | Reduced |
| Balentine LLC | 13,766 | $858.0K | 0.03% | +3,855+38.9% | Added |
| Charles Schwab Trust Co | 13,782 | $859.0K | 0.14% | −303−2.2% | Reduced |
| Quantbot Technologies LP | 13,813 | $861.0K | 0.07% | −9,286−40.2% | Reduced |
| Ironwood Financial, llc | 13,823 | $862.0K | 0.24% | 00.0% | Unchanged |
| IAM Advisory, LLC | 13,245 | $862.0K | 0.34% | +1,632+14.1% | Added |
| Atwood & Palmer Inc | 13,837 | $863.0K | 0.07% | −34−0.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 13,846 | $863.0K | 0.32% | +13,846 | New |
| Bath Savings Trust Co | 13,900 | $867.0K | 0.09% | −3,212−18.8% | Reduced |
| Veriti Management LLC | 13,990 | $872.0K | 0.11% | −435−3.0% | Reduced |
| First PREMIER Bank | 14,013 | $873.0K | 0.23% | −195−1.4% | Reduced |
| Scott Investment Partners LLP | 14,000 | $873.0K | 0.55% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 14,044 | $876.0K | 0.10% | −944−6.3% | Reduced |
| Vectors Research Management, LLC | 14,246 | $888.0K | 0.19% | 00.0% | Unchanged |
| HNP Capital LLC | 14,246 | $888.0K | 0.20% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,256 | $889.0K | 0.05% | +35+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 14,281 | $890.0K | 0.10% | +403+2.9% | Added |
| Asset Allocation & Management Company, LLC | 14,282 | $890.0K | 0.30% | +14,282 | New |
| Evermay Wealth Management LLC | 14,309 | $892.0K | 0.16% | −81−0.6% | Reduced |
| Bank of New Hampshire | 14,298 | $892.0K | 0.22% | +1,865+15.0% | Added |
| Legacy Wealth Asset Management, LLC | 14,327 | $893.0K | 0.30% | +2,369+19.8% | Added |
| Mission Creek Capital Partners, Inc. | 14,344 | $894.0K | 0.18% | +474+3.4% | Added |
| Cohen Capital Management, Inc. | 14,350 | $895.0K | 0.15% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 14,362 | $895.0K | 0.20% | +156+1.1% | Added |
| Whalerock Point Partners, LLC | 14,357 | $895.2K | 0.31% | −987−6.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 14,466 | $902.0K | 0.38% | +172+1.2% | Added |
| Davidson Capital Management Inc. | 14,476 | $903.0K | 0.49% | −4,851−25.1% | Reduced |
| Capital One Financial Corp | 14,485 | $903.0K | 0.11% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 14,484 | $903.0K | 0.15% | +14,484 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 13,147 | $904.0K | 0.58% | +13,147 | New |
| First Dallas Securities Inc. | 14,518 | $905.0K | 0.59% | −2,978−17.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,521 | $905.0K | 0.29% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 14,512 | $905.0K | 0.55% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 14,539 | $907.0K | 0.06% | −2,234−13.3% | Reduced |
| Sabal Trust CO | 14,567 | $908.0K | 0.06% | −295,975−95.3% | Reduced |
| Aureus Asset Management, LLC | 14,566 | $908.0K | 0.06% | −21,940−60.1% | Reduced |
| Claro Advisors LLC | 14,602 | $910.0K | 0.33% | +81+0.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 14,588 | $910.0K | 0.34% | +1,886+14.8% | Added |
| Investment Partners, Ltd. | 14,625 | $912.0K | 0.37% | +600+4.3% | Added |
| Bender Robert & Associates | 15,425 | $913.0K | 0.26% | 00.0% | Unchanged |
| SOL Capital Management CO | 14,688 | $916.0K | 0.17% | −200−1.3% | Reduced |
| Elmwood Wealth Management, Inc. | 14,688 | $916.0K | 0.44% | +14,688 | New |
| Chesapeake Wealth Management | 14,717 | $918.0K | 0.31% | −1,733−10.5% | Reduced |
| Kercheville Advisors, LLC | 14,781 | $922.0K | 0.40% | −870−5.6% | Reduced |
| Peterson Financial Group, Inc. | 14,812 | $923.6K | 0.75% | +14,812 | New |
| Brooks, Moore & Associates, Inc. | 14,899 | $929.0K | 0.54% | −14,980−50.1% | Reduced |
| Waddell & Associates, LLC | 14,898 | $929.0K | 0.15% | +75+0.5% | Added |
| Washington Trust Bank | 14,900 | $929.0K | 0.09% | +1,598+12.0% | Added |
| Saybrook Capital | 14,946 | $932.0K | 0.23% | −8−0.1% | Reduced |
| Loveless Wealth Management LLC | 14,957 | $933.0K | 0.51% | +1,245+9.1% | Added |
| Meridian Management Co | 14,985 | $934.0K | 0.27% | −60,287−80.1% | Reduced |
| One Capital Management, LLC | 14,980 | $934.0K | 0.07% | +514+3.6% | Added |
| Lumina Fund Management LLC | 15,000 | $935.0K | 0.38% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 15,000 | $935.0K | 0.86% | +3,000+25.0% | Added |
| CM Management, LLC | 15,000 | $935.0K | 0.71% | +15,000 | New |
| Harrison & Co Wealth Management, LLC | 14,998 | $935.0K | 0.79% | +14,998 | New |
| Arete Wealth Advisors, LLC | 15,114 | $936.0K | 0.08% | +604+4.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 15,053 | $939.0K | 0.10% | +1,500+11.1% | Added |
| WBH Advisory Inc | 15,073 | $940.0K | 0.11% | −2,582−14.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 15,336 | $940.0K | 0.21% | +293+1.9% | Added |
| Capital Advisors Inc | 15,114 | $942.0K | 0.03% | −295,657−95.1% | Reduced |
| Congress Wealth Management LLC | 15,129 | $944.0K | 0.02% | +15,129 | New |
| Engine No. 1 LLC | 15,191 | $947.0K | 0.20% | +3,207+26.8% | Added |
| Crescent Grove Advisors, LLC | 15,190 | $947.0K | 0.09% | +5,645+59.1% | Added |
| Richwood Investment Advisors, LLC | 15,193 | $947.0K | 0.83% | +15,193 | New |
| Change Path, LLC | 15,197 | $948.0K | 0.05% | +2,481+19.5% | Added |
| Arvest Trust Co N A | 15,211 | $948.0K | 0.05% | +15,211 | New |
| Good Life Advisors, LLC | 15,226 | $949.0K | 0.12% | −1,395−8.4% | Reduced |
| KRS Capital Management, LLC | 15,234 | $949.0K | 0.81% | +15,234 | New |
| Meiji Yasuda Life Insurance Co | 15,239 | $950.0K | 0.02% | −3,186−17.3% | Reduced |
| Massmutual Trust Co FSB | 15,246 | $951.0K | 0.04% | −1,336−8.1% | Reduced |
| Dorchester Wealth Management Co | 15,269 | $952.0K | 0.19% | −800−5.0% | Reduced |
| PDT Partners, LLC | 15,300 | $954.0K | 0.07% | +15,300 | New |
| PSI Advisors, LLC | 15,356 | $958.0K | 0.39% | −749−4.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 15,362 | $958.0K | 0.01% | +13,218+616.5% | Added |
| Merit Financial Group, LLC | 15,434 | $962.0K | 0.09% | −76−0.5% | Reduced |
| Boston Financial Mangement LLC | 15,423 | $962.0K | 0.03% | +1,296+9.2% | Added |
| DMG Group, LLC | 15,101 | $964.0K | 0.83% | +15,101 | New |
| Avidian Wealth Solutions, LLC | 15,508 | $967.0K | 0.06% | −29−0.2% | Reduced |
| Edgestream Partners, L.P. | 15,534 | $969.0K | 0.06% | −164,908−91.4% | Reduced |
| Confluence Wealth Services, Inc. | 15,553 | $969.0K | 0.31% | +15,553 | New |
| Ridgewood Investments LLC | 15,550 | $970.0K | 0.62% | +328+2.2% | Added |
| Wealth Effects LLC | 15,588 | $972.0K | 0.40% | +15,588 | New |
| Accredited Investors Inc. | 15,704 | $979.0K | 0.09% | −1,670−9.6% | Reduced |
| Symmetry Partners, LLC | 15,717 | $980.0K | 0.06% | −1,494−8.7% | Reduced |