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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 22,977 | $1.43M | 0.00% | +4,882+27.0% | Added |
| J. W. Coons Advisors, LLC | 23,035 | $1.43M | 0.43% | −235−1.0% | Reduced |
| W Advisors, LLC | 23,096 | $1.44M | 1.07% | +23,096 | New |
| Centaurus Financial, Inc. | 23,178 | $1.45M | 0.11% | +1,052+4.8% | Added |
| Granite Investment Partners, LLC | 23,186 | $1.45M | 0.04% | −5,528−19.3% | Reduced |
| Assenagon Asset Management S.A. | 23,204 | $1.45M | 0.01% | −824−3.4% | Reduced |
| St Germain D J Co Inc | 23,243 | $1.45M | 0.08% | +426+1.9% | Added |
| Arden Trust Co | 23,360 | $1.46M | 0.25% | −1,550−6.2% | Reduced |
| First Command Bank | 24,615 | $1.46M | 0.25% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 23,477 | $1.46M | 0.34% | −215−0.9% | Reduced |
| Roundview Capital LLC | 23,496 | $1.47M | 0.15% | −15,613−39.9% | Reduced |
| ARS Investment Partners, LLC | 23,491 | $1.47M | 0.13% | −1,870−7.4% | Reduced |
| First Command Financial Services, Inc. | 23,495 | $1.47M | 0.22% | −1,120−4.6% | Reduced |
| Cobblestone Capital Advisors LLC | 23,504 | $1.47M | 0.09% | +561+2.4% | Added |
| Pflug Koory, LLC | 23,540 | $1.47M | 0.74% | +40.0% | Added |
| 180 Wealth Advisors, LLC | 23,108 | $1.47M | 0.33% | −265−1.1% | Reduced |
| Bowling Portfolio Management LLC | 23,577 | $1.47M | 0.31% | −1,241−5.0% | Reduced |
| Buckley Wealth Management, LLC | 23,593 | $1.47M | 0.43% | −250−1.0% | Reduced |
| Trust Co | 23,626 | $1.47M | 0.34% | +769+3.4% | Added |
| Donoghue Forlines LLC | 23,646 | $1.47M | 0.25% | −17,093−42.0% | Reduced |
| Optimum Investment Advisors | 23,662 | $1.48M | 0.57% | −2,393−9.2% | Reduced |
| Brighton Jones LLC | 23,743 | $1.48M | 0.07% | +2,041+9.4% | Added |
| De Burlo Group Inc | 23,750 | $1.48M | 0.22% | −3,600−13.2% | Reduced |
| Guyasuta Investment Advisors Inc | 23,856 | $1.49M | 0.10% | −13,585−36.3% | Reduced |
| Duff & Phelps Investment Management Co | 23,842 | $1.49M | 0.02% | +151+0.6% | Added |
| Teza Capital Management LLC | 23,887 | $1.49M | 0.40% | +23,887 | New |
| Fort, L.P. | 23,904 | $1.49M | 0.48% | +363+1.5% | Added |
| Sky Investment Group LLC | 23,921 | $1.49M | 0.30% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 23,938 | $1.49M | 0.93% | −937−3.8% | Reduced |
| Wealthspire Advisors, LLC | 23,971 | $1.50M | 0.03% | +1,765+7.9% | Added |
| Poplar Forest Capital LLC | 23,989 | $1.50M | 0.16% | 00.0% | Unchanged |
| Excalibur Management Corp | 24,012 | $1.50M | 0.60% | +3,785+18.7% | Added |
| Knuff & Co LLC | 24,050 | $1.50M | 0.46% | +6,765+39.1% | Added |
| HAP Trading, LLC | 24,091 | $1.50M | 0.10% | +24,091 | New |
| Oarsman Capital, Inc. | 24,173 | $1.51M | 0.59% | −160−0.7% | Reduced |
| Schulhoff & Co Inc | 24,171 | $1.51M | 0.62% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 24,273 | $1.51M | 0.74% | 00.0% | Unchanged |
| True North Advisors, LLC | 24,406 | $1.52M | 0.26% | +32+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 24,434 | $1.52M | 0.42% | +1,628+7.1% | Added |
| Pearl River Capital, LLC | 24,483 | $1.53M | 0.41% | −49,049−66.7% | Reduced |
| NEXT Financial Group, Inc | 24,531 | $1.53M | 0.10% | −2,919−10.6% | Reduced |
| Mastrapasqua Asset Management Inc | 24,524 | $1.53M | 0.15% | +515+2.1% | Added |
| Bank of Hawaii | 24,579 | $1.53M | 0.08% | −721−2.8% | Reduced |
| Schmidt P J Investment Management Inc | 23,715 | $1.54M | 0.31% | −1,600−6.3% | Reduced |
| Humankind Investments LLC | 24,743 | $1.54M | 0.62% | +6,071+32.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 24,773 | $1.54M | 0.25% | −433−1.7% | Reduced |
| AlphaMark Advisors, LLC | 24,820 | $1.55M | 0.54% | −826−3.2% | Reduced |
| Aries Wealth Management | 24,903 | $1.55M | 0.59% | −1,269−4.8% | Reduced |
| Shelton Wealth Management, LLC | 24,928 | $1.55M | 1.22% | +24,928 | New |
| Carmel Capital Partners, LLC | 24,969 | $1.56M | 1.16% | +24,969 | New |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.56M | 0.48% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 25,039 | $1.56M | 0.42% | −340−1.3% | Reduced |
| Formidable Asset Management, LLC | 25,083 | $1.56M | 0.30% | +1,853+8.0% | Added |
| Eads & Heald Wealth Management | 25,105 | $1.56M | 0.68% | +125+0.5% | Added |
| First United Bank Trust | 25,327 | $1.58M | 0.58% | −410−1.6% | Reduced |
| First Quadrant L P | 25,333 | $1.58M | 0.17% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 26,400 | $1.58M | 1.29% | +26,400 | New |
| Monarch Capital Management Inc | 25,448 | $1.59M | 0.41% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 25,479 | $1.59M | 0.38% | −8,261−24.5% | Reduced |
| Manchester Capital Management LLC | 25,508 | $1.59M | 0.21% | −3,496−12.1% | Reduced |
| Janney Capital Management LLC | 25,554 | $1.59M | 0.10% | −244−0.9% | Reduced |
| Harbour Investment Management LLC | 25,561 | $1.59M | 0.73% | +2,571+11.2% | Added |
| Zions Bancorporation, N.A. | 25,616 | $1.60M | 0.14% | +23,722+1,252.5% | Added |
| Montag A & Associates Inc | 25,622 | $1.60M | 0.08% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 25,628 | $1.60M | 0.13% | +2,063+8.8% | Added |
| Insight Inv LLC | 25,716 | $1.60M | 1.47% | +25,716 | New |
| 9258 Wealth Management, LLC | 25,844 | $1.61M | 0.37% | −936−3.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 25,944 | $1.62M | 0.31% | −72−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,953 | $1.62M | 0.14% | −254−1.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 25,951 | $1.62M | 0.42% | −126−0.5% | Reduced |
| Alhambra Investment Partners LLC | 25,972 | $1.62M | 1.13% | +2,249+9.5% | Added |
| White Pine Capital LLC | 25,972 | $1.62M | 0.48% | +3,610+16.1% | Added |
| Longfellow Investment Management Co LLC | 26,043 | $1.62M | 0.26% | +2,170+9.1% | Added |
| Bennicas & Associates, Inc. | 26,068 | $1.63M | 0.85% | −10.0% | Reduced |
| Chilton Capital Management LLC | 26,127 | $1.63M | 0.08% | +206+0.8% | Added |
| Level Four Advisory Services, LLC | 26,122 | $1.63M | 0.12% | +4,144+18.9% | Added |
| Platform Technology Partners | 26,153 | $1.63M | 0.72% | −569−2.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,271 | $1.64M | 0.08% | +2,837+12.1% | Added |
| Claybrook Capital, LLC | 26,320 | $1.64M | 0.77% | +26,320 | New |
| Jensen Investment Management Inc | 26,375 | $1.64M | 0.01% | 00.0% | Unchanged |
| Cypress Capital, LLC | 26,502 | $1.65M | 0.19% | +852+3.3% | Added |
| Delta Financial Advisors LLC | 26,506 | $1.65M | 0.67% | +305+1.2% | Added |
| Hohimer Wealth Management, LLC | 26,593 | $1.66M | 0.35% | −2,088−7.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,593 | $1.66M | 0.13% | +1,259+5.0% | Added |
| Hancock Whitney Corp | 26,756 | $1.67M | 0.05% | −199−0.7% | Reduced |
| Mount Vernon Associates Inc | 26,779 | $1.67M | 1.45% | +150+0.6% | Added |
| Headinvest, LLC | 26,803 | $1.67M | 0.30% | −240−0.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,843 | $1.67M | 1.04% | +557+2.1% | Added |
| CAPROCK Group, Inc. | 26,873 | $1.68M | 0.14% | −3,571−11.7% | Reduced |
| Berkeley, Inc | 26,934 | $1.68M | 1.12% | +10,278+61.7% | Added |
| Members Capital Advisors Inc | 27,000 | $1.68M | 0.86% | 00.0% | Unchanged |
| Fiduciary Group LLC | 26,989 | $1.68M | 0.19% | 00.0% | Unchanged |
| Wahed Invest LLC | 27,047 | $1.69M | 0.94% | +27,047 | New |
| Engineers Gate Manager LP | 27,101 | $1.69M | 0.08% | −98,738−78.5% | Reduced |
| Rathbone Brothers plc | 27,118 | $1.69M | 0.02% | +382+1.4% | Added |
| Stolper Co | 27,126 | $1.69M | 0.75% | +474+1.8% | Added |
| Morris Capital Advisors, LLC | 27,211 | $1.70M | 1.25% | −9,222−25.3% | Reduced |
| Spinnaker Trust | 27,362 | $1.71M | 0.11% | −1,671−5.8% | Reduced |
| Castellan Group, LLC | 27,400 | $1.71M | 1.18% | +3,350+13.9% | Added |
| Vestcor Inc | 27,426 | $1.71M | 0.06% | −5,499−16.7% | Reduced |