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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| C2C Wealth Management, LLC | 27,492 | $1.71M | 0.25% | +27,492 | New |
| KMG Fiduciary Partners, LLC | 27,513 | $1.72M | 0.27% | −1,907−6.5% | Reduced |
| Woodmont Investment Counsel LLC | 27,524 | $1.72M | 0.22% | +645+2.4% | Added |
| Wintrust Investments LLC | 27,537 | $1.72M | 0.16% | −293−1.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 27,624 | $1.72M | 0.07% | −3,176−10.3% | Reduced |
| Monetary Management Group Inc | 27,617 | $1.72M | 0.43% | +1,425+5.4% | Added |
| Beaumont Financial Partners, LLC | 27,663 | $1.73M | 0.13% | −1,770−6.0% | Reduced |
| Telemus Capital, LLC | 27,730 | $1.73M | 0.14% | −559−2.0% | Reduced |
| GSB Wealth Management, LLC | 27,797 | $1.73M | 0.50% | −2,773−9.1% | Reduced |
| Financial Advocates Investment Management | 25,653 | $1.74M | 0.12% | +2,993+13.2% | Added |
| Patriot Investment Management Inc. | 27,835 | $1.74M | 0.15% | +2,298+9.0% | Added |
| Providence Wealth Advisors, LLC | 26,908 | $1.74M | 1.09% | +778+3.0% | Added |
| Boston Family Office LLC | 27,927 | $1.74M | 0.11% | +275+1.0% | Added |
| Cascade Investment Advisors, Inc. | 28,000 | $1.75M | 1.02% | +665+2.4% | Added |
| Wade G W & Inc | 28,041 | $1.75M | 0.08% | +939+3.5% | Added |
| Citizens Financial Group Inc | 28,448 | $1.75M | 0.06% | −2,778−8.9% | Reduced |
| Flagship Harbor Advisors, LLC | 28,066 | $1.75M | 0.17% | +4,802+20.6% | Added |
| Pantheon Investment Group, LLC | 28,335 | $1.75M | 1.38% | −948−3.2% | Reduced |
| Greenleaf Trust | 28,096 | $1.75M | 0.02% | −9,895−26.0% | Reduced |
| Quest Investment Management LLC | 28,175 | $1.76M | 0.15% | 00.0% | Unchanged |
| Adirondack Trust Co | 28,209 | $1.76M | 0.84% | −660−2.3% | Reduced |
| Capital City Trust Co | 28,284 | $1.76M | 0.50% | −305−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 28,293 | $1.76M | 0.17% | +24,781+705.6% | Added |
| WMS Partners, LLC | 28,385 | $1.77M | 0.38% | −2,240−7.3% | Reduced |
| Deseret Mutual Benefit Administrators | 28,400 | $1.77M | 0.30% | +2,265+8.7% | Added |
| First Heartland Consultants, Inc. | 28,507 | $1.78M | 0.23% | +3,190+12.6% | Added |
| Washington Capital Management Inc | 28,560 | $1.78M | 1.44% | −515−1.8% | Reduced |
| Holderness Investments Co | 28,645 | $1.79M | 0.53% | −125−0.4% | Reduced |
| Pegasus Asset Management, Inc. | 28,643 | $1.79M | 0.73% | +1,144+4.2% | Added |
| Leavell Investment Management, Inc. | 28,686 | $1.79M | 0.12% | −18−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 28,686 | $1.79M | 0.02% | +9,291+47.9% | Added |
| We Are One Seven, LLC | 28,740 | $1.79M | 0.19% | +12,071+72.4% | Added |
| Proquility Private Wealth Partners, LLC | 26,958 | $1.79M | 0.63% | −6,374−19.1% | Reduced |
| South Street Advisors LLC | 28,885 | $1.80M | 0.32% | −2,800−8.8% | Reduced |
| Stonegate Investment Group, LLC | 28,945 | $1.80M | 0.08% | +28,945 | New |
| Amica Mutual Insurance Co | 28,962 | $1.81M | 0.15% | −35,007−54.7% | Reduced |
| First City Capital Management, Inc. | 27,917 | $1.81M | 1.02% | −6,080−17.9% | Reduced |
| HC Financial Advisors Inc | 29,208 | $1.82M | 1.01% | +2,805+10.6% | Added |
| City Holding Co | 26,567 | $1.82M | 0.30% | −5,445−17.0% | Reduced |
| Redwood Investment Management, LLC | 29,344 | $1.83M | 0.24% | +29,344 | New |
| Capital Fund Management S.A. | 29,450 | $1.84M | 0.05% | −182,622−86.1% | Reduced |
| Focus Financial Network, Inc. | 29,483 | $1.84M | 0.27% | +1,244+4.4% | Added |
| United Bank | 29,713 | $1.85M | 0.23% | −1,681−5.4% | Reduced |
| St. Louis Trust Co | 29,707 | $1.85M | 0.39% | +1,305+4.6% | Added |
| Herold Advisors, Inc. | 29,727 | $1.85M | 0.72% | +2,654+9.8% | Added |
| Truvestments Capital LLC | 29,950 | $1.87M | 0.94% | +470+1.6% | Added |
| HB Wealth Management, LLC | 29,963 | $1.87M | 0.04% | +29,963 | New |
| Cito Capital Group, LLC | 30,000 | $1.87M | 0.78% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 30,000 | $1.87M | 1.27% | 00.0% | Unchanged |
| Chicago Trust Co NA | 30,023 | $1.87M | 0.37% | −825−2.7% | Reduced |
| Selective Wealth Management, Inc. | 30,031 | $1.87M | 0.76% | −335−1.1% | Reduced |
| Independent Investors Inc | 30,138 | $1.88M | 0.40% | −1,637−5.2% | Reduced |
| Kempen Capital Management N.V. | 30,149 | $1.88M | 0.06% | −1,641−5.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 30,435 | $1.90M | 1.49% | +30,435 | New |
| Harbor Investment Advisory, LLC | 30,461 | $1.90M | 0.24% | +348+1.2% | Added |
| Moloney Securities Asset Management, LLC | 30,607 | $1.91M | 0.32% | −2,310−7.0% | Reduced |
| MTM Investment Management, LLC | 30,622 | $1.91M | 0.91% | −670−2.1% | Reduced |
| Aigen Investment Management, LP | 32,921 | $1.91M | 0.12% | +32,921 | New |
| Burleson & Company, LLC | 30,638 | $1.91M | 0.28% | −227−0.7% | Reduced |
| Wellington Shields Capital Management, LLC | 30,661 | $1.91M | 0.24% | +15,001+95.8% | Added |
| Ballentine Partners, LLC | 30,748 | $1.92M | 0.06% | +751+2.5% | Added |
| J.W. Cole Advisors, Inc. | 30,816 | $1.92M | 0.13% | −575−1.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,895 | $1.93M | 0.14% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 30,911 | $1.93M | 0.15% | −2,125−6.4% | Reduced |
| Silver Lake Advisory, LLC | 30,943 | $1.93M | 0.89% | +80+0.3% | Added |
| Auxier Asset Management | 31,020 | $1.93M | 0.30% | +10.0% | Added |
| NTV Asset Management LLC | 31,292 | $1.95M | 0.32% | +700+2.3% | Added |
| Valeo Financial Advisors, LLC | 50,040 | $1.96M | 0.11% | −222−0.4% | Reduced |
| Intellectus Partners, LLC | 31,413 | $1.96M | 0.50% | −1,113−3.4% | Reduced |
| AdvisorNet Financial, Inc | 31,538 | $1.97M | 0.12% | −296−0.9% | Reduced |
| Strategic Wealth Advisors Group, LLC | 31,756 | $1.97M | 0.09% | −5,081−13.8% | Reduced |
| Providence Capital Advisors, LLC | 31,646 | $1.97M | 0.54% | +1,462+4.8% | Added |
| TSP Capital Management Group, LLC | – | $1.98M | 0.66% | – | – |
| First National Bank & Trust Co of Newtown | 31,788 | $1.98M | 0.38% | −245−0.8% | Reduced |
| Bellwether Advisors, LLC | 31,922 | $1.99M | 0.62% | −2,429−7.1% | Reduced |
| Charter Trust Co | 31,923 | $1.99M | 0.17% | −525−1.6% | Reduced |
| Park National Corp | 31,969 | $1.99M | 0.08% | +2,050+6.9% | Added |
| Pensionfund DSM Netherlands | 32,000 | $2.00M | 0.23% | 00.0% | Unchanged |
| AMG National Trust Bank | 32,144 | $2.00M | 0.06% | −276−0.9% | Reduced |
| Leelyn Smith, LLC | 32,250 | $2.01M | 0.54% | −425−1.3% | Reduced |
| Equitable Trust Co | 32,321 | $2.02M | 0.12% | +400+1.3% | Added |
| Condor Capital Management | 32,485 | $2.02M | 0.22% | −21,904−40.3% | Reduced |
| DCF Advisers, LLC | 32,500 | $2.03M | 1.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 32,535 | $2.03M | 0.84% | −1,897−5.5% | Reduced |
| MSH Capital Advisors LLC | 32,545 | $2.03M | 0.91% | +32,545 | New |
| Ieq Capital, LLC | 32,635 | $2.04M | 0.05% | +20+0.1% | Added |
| Cladis Investment Advisory, LLC | 32,668 | $2.04M | 1.63% | +32,668 | New |
| Trust Co of Virginia | 32,675 | $2.04M | 0.20% | −745−2.2% | Reduced |
| Hunter Associates Investment Management LLC | 32,707 | $2.04M | 0.58% | +6,000+22.5% | Added |
| Fulton Bank, N.A. | 32,704 | $2.04M | 0.09% | +13,137+67.1% | Added |
| NFJ Investment Group, LLC | 32,793 | $2.04M | 0.04% | −1,759−5.1% | Reduced |
| Karpas Strategies, LLC | 32,800 | $2.04M | 0.66% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 32,826 | $2.05M | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 33,171 | $2.07M | 0.04% | −364−1.1% | Reduced |
| Truehand, Inc | 33,190 | $2.07M | 1.21% | −3,000−8.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 33,324 | $2.08M | 0.68% | −2,974−8.2% | Reduced |
| Stonebridge Capital Management Inc | 33,380 | $2.08M | 0.72% | −1,250−3.6% | Reduced |
| Stonnington Group, LLC | 31,864 | $2.09M | 0.45% | −3,960−11.1% | Reduced |
| JustInvest LLC | 33,469 | $2.09M | 0.12% | −12,745−27.6% | Reduced |
| Sippican Capital Advisors | 33,551 | $2.09M | 1.78% | +1,146+3.5% | Added |