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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 15,816 | $983.0K | 0.09% | −137−0.9% | Reduced |
| Rehmann Capital Advisory Group | 15,995 | $983.8K | 0.09% | +304+1.9% | Added |
| Cornerstone Advisory, LLC | 15,791 | $984.0K | 0.14% | −3,017−16.0% | Reduced |
| Diversified Trust Co | 15,807 | $986.0K | 0.03% | −310−1.9% | Reduced |
| Brewin Dolphin Ltd | 15,941 | $994.0K | 0.04% | −7,335−31.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 15,967 | $996.0K | 0.08% | +4,994+45.5% | Added |
| NCM Capital Management, LLC | 16,007 | $998.0K | 0.89% | +16,007 | New |
| First Financial Bank - Trust Division | 16,018 | $999.0K | 0.10% | −15−0.1% | Reduced |
| RFG Advisory, LLC | 16,023 | $999.0K | 0.07% | +3,040+23.4% | Added |
| Asset Dedication, LLC | 16,107 | $1.00M | 0.12% | −4,554−22.0% | Reduced |
| Everett Harris & Co | 16,170 | $1.01M | 0.01% | −450−2.7% | Reduced |
| Pavion Blue Capital, LLC | 16,199 | $1.01M | 0.59% | −121−0.7% | Reduced |
| High Net Worth Advisory Group LLC | 16,201 | $1.01M | 0.35% | +16,201 | New |
| Spirit of America Management Corp | 16,250 | $1.01M | 0.20% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 16,303 | $1.02M | 0.09% | −2,283−12.3% | Reduced |
| IHT Wealth Management, LLC | 16,348 | $1.02M | 0.08% | −601−3.5% | Reduced |
| Mystic Asset Management, Inc. | 16,359 | $1.02M | 0.48% | +16,359 | New |
| Balasa Dinverno & Foltz LLC | 16,372 | $1.02M | 0.07% | −7,145−30.4% | Reduced |
| Washington Trust Co | 16,415 | $1.02M | 0.04% | −8,387−33.8% | Reduced |
| Western Wealth Management, LLC | 16,518 | $1.02M | 0.10% | +16,518 | New |
| DT Investment Partners, LLC | 16,421 | $1.02M | 0.13% | −587−3.5% | Reduced |
| StoneX Group Inc. | 16,434 | $1.02M | 0.12% | −3,092−15.8% | Reduced |
| Physicians Financial Services, Inc. | 16,504 | $1.03M | 0.38% | −350−2.1% | Reduced |
| Perkins Capital Management Inc | 16,508 | $1.03M | 0.69% | +58+0.4% | Added |
| Kensington Investment Counsel, LLC | 16,529 | $1.03M | 0.60% | +16,529 | New |
| Palisade Asset Management, LLC | 16,615 | $1.04M | 0.12% | −1,380−7.7% | Reduced |
| Allworth Financial LP | 16,616 | $1.04M | 0.01% | −1,144−6.4% | Reduced |
| Alterity Financial Group, LLC | 16,643 | $1.04M | 1.12% | +16,643 | New |
| Baker Tilly Wealth Management, LLC | 16,677 | $1.04M | 0.11% | +599+3.7% | Added |
| AGF Investments LLC | 16,723 | $1.04M | 0.09% | +13,899+492.2% | Added |
| Marion Wealth Management | 16,732 | $1.04M | 0.50% | +16,732 | New |
| Fruth Investment Management | 16,784 | $1.05M | 0.29% | 00.0% | Unchanged |
| Cowa, LLC | 16,784 | $1.05M | 0.53% | +381+2.3% | Added |
| InTrack Investment Management Inc | 16,779 | $1.05M | 0.72% | +2,240+15.4% | Added |
| Waldron Private Wealth LLC | 16,847 | $1.05M | 0.05% | −1,624−8.8% | Reduced |
| Central Bank & Trust Co | 16,859 | $1.05M | 0.16% | −311−1.8% | Reduced |
| Papp L Roy & Associates | 16,892 | $1.05M | 0.12% | +20+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 16,904 | $1.05M | 0.10% | −2,312−12.0% | Reduced |
| Lee Johnson Capital Management, LLC | 16,901 | $1.05M | 0.86% | +16,901 | New |
| Moneta Group Investment Advisors LLC | 17,001 | $1.06M | 0.04% | −2,181−11.4% | Reduced |
| Krilogy Financial LLC | 17,032 | $1.06M | 0.11% | +1,335+8.5% | Added |
| Estabrook Capital Management | 17,080 | $1.06M | 0.15% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 17,091 | $1.07M | 0.48% | −196−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 17,129 | $1.07M | 0.10% | +17,129 | New |
| Boston Trust Walden Corp | 17,152 | $1.07M | 0.01% | −1,100−6.0% | Reduced |
| Van Cleef Asset Management,Inc | 17,179 | $1.07M | 0.15% | +201+1.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 17,200 | $1.07M | 0.54% | +600+3.6% | Added |
| Credit Agricole S A | 17,212 | $1.07M | 0.04% | −13,538−44.0% | Reduced |
| Foster & Motley Inc | 17,310 | $1.08M | 0.08% | −6,381−26.9% | Reduced |
| Jmac Enterprises LLC | 16,424 | $1.08M | 0.25% | +16,424 | New |
| ZWJ Investment Counsel Inc | 17,336 | $1.08M | 0.06% | −1,400−7.5% | Reduced |
| American Research & Management Co. | 17,350 | $1.08M | 0.23% | −370−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 17,346 | $1.08M | 0.07% | +457+2.7% | Added |
| First Commonwealth Financial Corp | 17,390 | $1.08M | 0.35% | +25+0.1% | Added |
| Fountainhead AM, LLC | 17,393 | $1.08M | 0.47% | +150+0.9% | Added |
| D.B. Root & Company, LLC | 17,417 | $1.08M | 0.39% | +418+2.5% | Added |
| Summit Financial Wealth Advisors, LLC | 17,498 | $1.09M | 0.21% | −850−4.6% | Reduced |
| Keudell/Morrison Wealth Management | 17,530 | $1.09M | 0.43% | +4,131+30.8% | Added |
| United Bank | 17,587 | $1.10M | 0.59% | −1,978−10.1% | Reduced |
| First Bank & Trust | 17,647 | $1.10M | 0.46% | +14,372+438.8% | Added |
| Birch Hill Investment Advisors LLC | 17,680 | $1.10M | 0.05% | −2,774−13.6% | Reduced |
| MBB Public Markets I LLC | 17,676 | $1.10M | 0.02% | +17,676 | New |
| Kovack Advisors, Inc. | 17,714 | $1.10M | 0.11% | −2,051−10.4% | Reduced |
| Jeppson Wealth Management, LLC | 17,705 | $1.10M | 0.53% | −310−1.7% | Reduced |
| ETF Managers Group, LLC | 17,732 | $1.11M | 0.02% | −232−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 17,796 | $1.11M | 0.23% | +461+2.7% | Added |
| Human Investing LLC | 17,821 | $1.11M | 0.26% | +97+0.5% | Added |
| Dynamic Advisor Solutions LLC | 17,843 | $1.11M | 0.08% | −22,172−55.4% | Reduced |
| Bridges Investment Management Inc | 17,864 | $1.11M | 0.03% | −5,690−24.2% | Reduced |
| FDx Advisors, Inc. | 17,903 | $1.12M | 0.03% | −4,651−20.6% | Reduced |
| Personal Cfo Solutions, LLC | 17,899 | $1.12M | 0.21% | −4,662−20.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 17,920 | $1.12M | 0.37% | −10.0% | Reduced |
| Laurion Capital Management LP | 17,935 | $1.12M | 0.02% | −171,600−90.5% | Reduced |
| Intersect Capital LLC | 18,023 | $1.12M | 0.21% | +6,063+50.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 18,092 | $1.13M | 0.44% | +744+4.3% | Added |
| Lake Street Financial LLC | 18,089 | $1.13M | 0.20% | +5,024+38.5% | Added |
| Van Strum & Towne Inc. | 18,104 | $1.13M | 0.41% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18,146 | $1.13M | 0.04% | +18,146 | New |
| Forum Financial Management, LP | 18,208 | $1.14M | 0.06% | +18,208 | New |
| Adviser Investments LLC | 18,219 | $1.14M | 0.08% | −155−0.8% | Reduced |
| O'Rourke & Company, Inc | 18,285 | $1.14M | 0.76% | +18,285 | New |
| Wendell David Associates Inc | 18,299 | $1.14M | 0.12% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,299 | $1.14M | 0.09% | +500+2.8% | Added |
| Exencial Wealth Advisors, LLC | 18,327 | $1.14M | 0.06% | −9,822−34.9% | Reduced |
| Smithfield Trust Co | 18,493 | $1.15M | 0.07% | −10.0% | Reduced |
| Founders Financial Securities LLC | 18,387 | $1.15M | 0.21% | +584+3.3% | Added |
| Nwam LLC | 18,392 | $1.15M | 0.09% | +4,571+33.1% | Added |
| Independence Bank of Kentucky | 18,439 | $1.15M | 0.47% | +2,425+15.1% | Added |
| Garrison Point Advisors, LLC | 18,536 | $1.16M | 0.77% | 00.0% | Unchanged |
| Old North State Trust, LLC | 18,562 | $1.16M | 0.83% | −100−0.5% | Reduced |
| Coldstream Capital Management Inc | 18,560 | $1.16M | 0.04% | +2,484+15.5% | Added |
| Allegheny Financial Group LTD | 18,582 | $1.16M | 0.46% | +404+2.2% | Added |
| Court Place Advisors, LLC | 18,603 | $1.16M | 0.32% | −1,150−5.8% | Reduced |
| Aaron Wealth Advisors | 18,765 | $1.17M | 0.33% | +727+4.0% | Added |
| Independent Financial Group, LLC | 18,765 | $1.17M | 0.10% | −4,113−18.0% | Reduced |
| Desjardins Global Asset Management Inc. | 18,838 | $1.17M | 0.10% | +18,838 | New |
| Capital Asset Advisory Services LLC | 18,919 | $1.18M | 0.13% | −1,020−5.1% | Reduced |
| Grandfield & Dodd, LLC | 18,892 | $1.18M | 0.08% | −296−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 18,927 | $1.18M | 0.53% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 18,971 | $1.18M | 0.06% | +2,143+12.7% | Added |