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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 18,945 | $1.18M | 0.15% | +1,062+5.9% | Added |
| Harbour Investments, Inc. | 19,059 | $1.19M | 0.07% | −27,209−58.8% | Reduced |
| Prestige Wealth Management Group LLC | 19,063 | $1.19M | 0.28% | +181+1.0% | Added |
| Clarius Group, LLC | 19,089 | $1.19M | 0.09% | −4,154−17.9% | Reduced |
| Wealth Alliance | 19,089 | $1.19M | 0.24% | +8,116+74.0% | Added |
| HCR Wealth Advisors | 19,111 | $1.19M | 0.18% | −1,384−6.8% | Reduced |
| Parisi Gray Wealth Management | 19,178 | $1.20M | 0.45% | +428+2.3% | Added |
| Midwest Wealth Management Inc. | 19,203 | $1.20M | 0.75% | +1,479+8.3% | Added |
| Greytown Advisors Inc. | 19,210 | $1.20M | 0.51% | −2,811−12.8% | Reduced |
| Eastern Bank | 19,228 | $1.20M | 0.05% | +13,212+219.6% | Added |
| Tyler-Stone Wealth Management | 19,249 | $1.20M | 0.64% | +19,249 | New |
| Adalta Capital Management LLC | 19,298 | $1.20M | 0.55% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 19,325 | $1.21M | 0.04% | +786+4.2% | Added |
| YorkBridge Wealth Partners, LLC | 19,349 | $1.21M | 0.27% | +10.0% | Added |
| Hotaling Investment Management, LLC | 19,364 | $1.21M | 0.42% | +2,400+14.1% | Added |
| Metis Global Partners, LLC | 19,362 | $1.21M | 0.34% | +19,362 | New |
| CPWM, LLC | 20,456 | $1.21M | 0.10% | 00.0% | Unchanged |
| Bell Bank | 19,412 | $1.21M | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,451 | $1.21M | 0.79% | +410+2.2% | Added |
| Checchi Capital Advisers, LLC | 19,550 | $1.22M | 0.13% | −130−0.7% | Reduced |
| Beaton Management Co. Inc. | 19,608 | $1.22M | 0.73% | +220+1.1% | Added |
| Sequoia Financial Advisors, LLC | 19,634 | $1.22M | 0.03% | +14,550+286.2% | Added |
| Meeder Asset Management Inc | 19,809 | $1.24M | 0.12% | −160,000−89.0% | Reduced |
| HighTower Trust Services, LTA | 19,806 | $1.24M | 0.12% | +3,759+23.4% | Added |
| Snowden Capital Advisors LLC | 19,832 | $1.24M | 0.06% | +784+4.1% | Added |
| Samalin Investment Counsel, LLC | 19,840 | $1.24M | 0.74% | −4,055−17.0% | Reduced |
| Premier Asset Management LLC | 19,872 | $1.24M | 0.22% | −14,539−42.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,903 | $1.24M | 0.41% | +10.0% | Added |
| Keating Investment Counselors Inc | 19,937 | $1.24M | 0.55% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 19,987 | $1.25M | 0.27% | +883+4.6% | Added |
| Park Avenue Securities LLC | 20,008 | $1.25M | 0.02% | +3,315+19.9% | Added |
| Eagle Harbor Asset Management Inc | 20,066 | $1.25M | 1.65% | +20,066 | New |
| Camden Capital, LLC | 20,136 | $1.25M | 0.27% | +184+0.9% | Added |
| Waters Parkerson & Co., LLC | 20,366 | $1.27M | 0.07% | −14,315−41.3% | Reduced |
| Verition Fund Management LLC | 20,363 | $1.27M | 0.02% | +6,172+43.5% | Added |
| Citizens Business Bank | 20,415 | $1.27M | 0.16% | −1,307−6.0% | Reduced |
| Clark Capital Management Group, Inc. | 20,422 | $1.27M | 0.02% | −445−2.1% | Reduced |
| Indiana Trust & Investment Management CO | 20,434 | $1.27M | 0.59% | −660−3.1% | Reduced |
| Atlas Brown,Inc. | 20,426 | $1.27M | 0.49% | +1,083+5.6% | Added |
| Donald L. Hagan, LLC | 20,454 | $1.27M | 0.66% | +15,478+311.1% | Added |
| Sawtooth Solutions, LLC | 20,502 | $1.28M | 0.14% | +5,009+32.3% | Added |
| Axxcess Wealth Management, LLC | 20,500 | $1.28M | 0.10% | +20,500 | New |
| Lombard Odier Asset Management (Switzerland) SA | 20,542 | $1.28M | 0.08% | −4,873−19.2% | Reduced |
| Neumann Capital Management, LLC | 20,544 | $1.28M | 0.52% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 20,598 | $1.28M | 0.73% | −8,692−29.7% | Reduced |
| Mission Wealth Management, LP | 20,689 | $1.29M | 0.06% | +62+0.3% | Added |
| Journey Advisory Group, LLC | 20,722 | $1.29M | 0.36% | +3,076+17.4% | Added |
| Roman Butler Fullerton & Co | 20,759 | $1.29M | 0.57% | −89−0.4% | Reduced |
| Assetmark, Inc | 20,876 | $1.30M | 0.01% | +1,052+5.3% | Added |
| River & Mercantile Asset Management LLP | 20,900 | $1.30M | 0.10% | +5,210+33.2% | Added |
| Edgemoor Investment Advisors, Inc. | 20,920 | $1.30M | 0.13% | +800+4.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 20,930 | $1.30M | 0.14% | −2,320−10.0% | Reduced |
| Montecito Bank & Trust | 20,956 | $1.31M | 0.23% | −300−1.4% | Reduced |
| Cim Investment Mangement Inc | 20,959 | $1.31M | 0.39% | −367−1.7% | Reduced |
| Hengehold Capital Management LLC | 20,965 | $1.31M | 0.16% | +201+1.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,991 | $1.31M | 0.58% | −300−1.4% | Reduced |
| Compass Financial Advisors LLC | 21,064 | $1.31M | 1.45% | +21,064 | New |
| Archer Investment Corp | 21,082 | $1.31M | 0.45% | +937+4.7% | Added |
| Newman Dignan & Sheerar, Inc. | 21,100 | $1.32M | 0.40% | +27+0.1% | Added |
| OmniStar Financial Group, Inc. | 21,142 | $1.32M | 1.35% | +1,426+7.2% | Added |
| Americana Partners, LLC | 21,158 | $1.32M | 0.24% | −5,467−20.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 21,283 | $1.33M | 0.49% | +1,226+6.1% | Added |
| Citizens National Bank Trust Department | 21,312 | $1.33M | 0.50% | −21,404−50.1% | Reduced |
| Pitcairn Co | 21,332 | $1.33M | 0.09% | −1,277−5.6% | Reduced |
| Northwest & Ethical Investments L.P. | 21,350 | $1.33M | 0.04% | −24,405−53.3% | Reduced |
| Prosperity Consulting Group, LLC | 20,649 | $1.34M | 1.00% | +20,649 | New |
| Citizens & Northern Corp | 21,472 | $1.34M | 0.48% | −2,519−10.5% | Reduced |
| Abundance Wealth Counselors | 21,478 | $1.34M | 0.34% | +21,478 | New |
| Curbstone Financial Management Corp | 21,484 | $1.34M | 0.24% | +1,800+9.1% | Added |
| Hodges Capital Management Inc. | 21,518 | $1.34M | 0.10% | −6,141−22.2% | Reduced |
| Campbell Wealth Management | 21,530 | $1.34M | 0.15% | −816−3.7% | Reduced |
| Highlander Capital Management, LLC | 21,524 | $1.34M | 0.62% | +700+3.4% | Added |
| Delphi Management Inc | 21,549 | $1.34M | 1.27% | +816+3.9% | Added |
| Essex Savings Bank | 21,580 | $1.35M | 0.46% | +866+4.2% | Added |
| Taylor Frigon Capital Management LLC | 21,600 | $1.35M | 0.42% | +482+2.3% | Added |
| Sentry Investment Management LLC | 21,757 | $1.36M | 0.36% | +2,990+15.9% | Added |
| Coastline Trust Co | 21,840 | $1.36M | 0.16% | −6,415−22.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,889 | $1.36M | 0.12% | +10,899+99.2% | Added |
| Trust Asset Management LLC | 21,946 | $1.37M | 0.17% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 21,951 | $1.37M | 0.01% | −1,523−6.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 22,064 | $1.38M | 0.48% | +3,035+15.9% | Added |
| Ti-Trust, Inc | 22,088 | $1.38M | 1.23% | +22,088 | New |
| Exane Derivatives | 22,184 | $1.38M | 0.34% | +4,175+23.2% | Added |
| Nicolet Bankshares Inc | 22,196 | $1.38M | 0.31% | +580+2.7% | Added |
| Legacy Bridge, LLC | 22,263 | $1.39M | 0.72% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22,281 | $1.39M | 0.69% | +22,281 | New |
| Main Street Research LLC | 22,345 | $1.39M | 0.11% | −1,544−6.5% | Reduced |
| Notis-McConarty Edward | 22,400 | $1.40M | 0.47% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 22,500 | $1.40M | 0.55% | +13,100+139.4% | Added |
| Chesley Taft & Associates LLC | 22,521 | $1.40M | 0.07% | −420−1.8% | Reduced |
| Prospera Financial Services Inc | 22,520 | $1.41M | 0.06% | +5,903+35.5% | Added |
| Reynders McVeigh Capital Management, LLC | 22,624 | $1.41M | 0.08% | −673−2.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,629 | $1.41M | 1.28% | +22,629 | New |
| Chatham Capital Group, Inc. | 22,645 | $1.41M | 0.25% | −2,520−10.0% | Reduced |
| KCS Wealth Advisory | 22,653 | $1.41M | 0.57% | +1,356+6.4% | Added |
| Dividend Assets Capital, LLC | 22,678 | $1.41M | 0.26% | 00.0% | Unchanged |
| Intrust Bank NA | 22,693 | $1.42M | 0.17% | +288+1.3% | Added |
| Fulcrum Asset Management LLP | – | $1.42M | 0.69% | – | – |
| Savant Capital, LLC | 22,774 | $1.42M | 0.05% | +1,792+8.5% | Added |
| Hudson Valley Investment Advisors Inc | 22,868 | $1.43M | 0.22% | −100−0.4% | Reduced |