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 |
|---|---|---|---|---|---|
| Concentric Wealth Management, LLC | 33,569 | $2.09M | 0.59% | +3,190+10.5% | Added |
| Seelaus Asset Management LLC | 33,814 | $2.11M | 1.14% | −7,987−19.1% | Reduced |
| swisspartners Ltd. | 33,500 | $2.12M | 1.50% | +9,000+36.7% | Added |
| Avantax Planning Partners, Inc. | 34,087 | $2.13M | 0.09% | −1,398−3.9% | Reduced |
| Ledyard National Bank | 34,129 | $2.13M | 0.20% | −3,771−9.9% | Reduced |
| TCG Advisory Services, LLC | 34,118 | $2.13M | 0.50% | +1,450+4.4% | Added |
| Essex LLC | 34,171 | $2.13M | 0.57% | +3,705+12.2% | Added |
| Corrado Advisors, LLC | 34,238 | $2.13M | 1.28% | +629+1.9% | Added |
| First Manhattan Co | 34,357 | $2.14M | 0.01% | −18,854−35.4% | Reduced |
| Choate Investment Advisors | 34,385 | $2.14M | 0.13% | −2,342−6.4% | Reduced |
| Chicago Capital, LLC | 34,493 | $2.15M | 0.08% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 34,527 | $2.15M | 0.26% | +752+2.2% | Added |
| IFP Advisors, Inc | 34,633 | $2.16M | 0.04% | −50,457−59.3% | Reduced |
| Smith, Moore & Co. | 34,626 | $2.16M | 0.30% | +1,250+3.7% | Added |
| Boyar Asset Management Inc. | 34,685 | $2.16M | 1.30% | −100−0.3% | Reduced |
| Hanson & Doremus Investment Management | 34,684 | $2.16M | 0.46% | +418+1.2% | Added |
| HBK Sorce Advisory LLC | 34,940 | $2.18M | 0.11% | −31−0.1% | Reduced |
| Advent Capital Management | 35,000 | $2.18M | 0.04% | +35,000 | New |
| Resources Investment Advisors, LLC. | 35,375 | $2.21M | 0.08% | +9,305+35.7% | Added |
| New England Research & Management, Inc. | 35,437 | $2.21M | 1.07% | −2,300−6.1% | Reduced |
| Malaga Cove Capital, LLC | 35,778 | $2.23M | 0.88% | +3,758+11.7% | Added |
| Gifford Fong Associates | 35,899 | $2.24M | 0.39% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 35,950 | $2.24M | 0.18% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 35,947 | $2.24M | 0.72% | +6,684+22.8% | Added |
| Stoneridge Investment Partners LLC | 36,050 | $2.25M | 1.04% | +36,050 | New |
| Ancora Advisors, LLC | 36,336 | $2.27M | 0.05% | −885−2.4% | Reduced |
| Viewpoint Capital Management LLC | 36,492 | $2.27M | 1.65% | +36,492 | New |
| Jefferies Group LLC | 36,500 | $2.28M | 0.04% | −156,350−81.1% | Reduced |
| Crescent Capital Consulting, LLC | 36,491 | $2.28M | 0.38% | −271−0.7% | Reduced |
| Rockwood Wealth Management, LLC | 36,622 | $2.28M | 1.01% | +36,622 | New |
| Essex Financial Services, Inc. | 36,806 | $2.29M | 0.23% | −2,150−5.5% | Reduced |
| Gs Investments, Inc. | 36,817 | $2.30M | 1.11% | −840−2.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,910 | $2.30M | 0.66% | +2,017+5.8% | Added |
| IBM Retirement Fund | 37,154 | $2.32M | 0.29% | −25,983−41.2% | Reduced |
| Signaturefd, LLC | 37,203 | $2.32M | 0.07% | +1,512+4.2% | Added |
| Resonant Capital Advisors, LLC | 37,205 | $2.32M | 0.35% | +5,929+19.0% | Added |
| Hikari Power Ltd | 37,280 | $2.32M | 0.22% | +10,830+40.9% | Added |
| Pendal Group Limited | 37,272 | $2.32M | 0.02% | +37,272 | New |
| Enhancing Capital LLC | 37,300 | $2.33M | 2.53% | +37,300 | New |
| Old Second National Bank of Aurora | 37,953 | $2.33M | 0.69% | −2,543−6.3% | Reduced |
| Gries Financial LLC | 37,432 | $2.33M | 0.95% | +18,427+97.0% | Added |
| TBH Global Asset Management, LLC | 37,467 | $2.34M | 0.48% | −19,614−34.4% | Reduced |
| Bremer Bank National Association | 37,742 | $2.35M | 0.39% | −9,354−19.9% | Reduced |
| Logan Capital Management Inc | 37,913 | $2.36M | 0.10% | −655−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 37,932 | $2.37M | 0.07% | −4,879−11.4% | Reduced |
| Silvant Capital Management LLC | 37,945 | $2.37M | 0.40% | −1,491−3.8% | Reduced |
| Altrafin AG | 38,000 | $2.37M | 0.86% | +38,000 | New |
| Empirical Finance, LLC | 38,152 | $2.38M | 0.28% | +10,041+35.7% | Added |
| WealthTrust Asset Management, LLC | 38,223 | $2.38M | 1.59% | +1,156+3.1% | Added |
| Independent Advisor Alliance | 38,253 | $2.38M | 0.12% | +1,256+3.4% | Added |
| Private Portfolio Partners LLC | 38,371 | $2.39M | 0.61% | +1,264+3.4% | Added |
| Arrow Financial Corp | 38,520 | $2.40M | 0.28% | +4,317+12.6% | Added |
| Regal Investment Advisors LLC | 38,576 | $2.40M | 0.21% | +4,954+14.7% | Added |
| Koshinski Asset Management, Inc. | 38,791 | $2.42M | 0.20% | +4,194+12.1% | Added |
| Princeton Global Asset Management LLC | 38,802 | $2.42M | 0.68% | −1,679−4.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 38,874 | $2.42M | 0.08% | −744−1.9% | Reduced |
| Azzad Asset Management Inc | 39,039 | $2.43M | 0.33% | +639+1.7% | Added |
| Capital Wealth Planning, LLC | 39,178 | $2.44M | 0.05% | −1,807−4.4% | Reduced |
| Bank of the West | 39,342 | $2.45M | 0.23% | −70,817−64.3% | Reduced |
| Stokes Family Office, LLC | 39,344 | $2.45M | 0.31% | −881−2.2% | Reduced |
| SevenBridge Financial Group, LLC | 39,335 | $2.45M | 0.74% | −246−0.6% | Reduced |
| Peoples Financial Services Corp. | 39,359 | $2.45M | 0.95% | −3,770−8.7% | Reduced |
| Altfest L J & Co Inc | 39,559 | $2.47M | 0.47% | +8,921+29.1% | Added |
| Clear Street Markets LLC | 39,733 | $2.48M | 0.22% | +4,933+14.2% | Added |
| Mirador Capital Partners LP | 39,806 | $2.48M | 0.52% | +999+2.6% | Added |
| Trust Co of Toledo NA | 39,903 | $2.49M | 0.37% | −97−0.2% | Reduced |
| Wolff Wiese Magana LLC | 39,971 | $2.49M | 1.61% | +3,102+8.4% | Added |
| First Midwest Bank Trust Division | 40,035 | $2.50M | 0.32% | +2,802+7.5% | Added |
| Edmp, Inc. | 40,063 | $2.50M | 2.48% | −1,137−2.8% | Reduced |
| Sanders Morris Harris LLC | 40,364 | $2.51M | 0.43% | −500−1.2% | Reduced |
| Hills Bank & Trust Co | 40,222 | $2.51M | 0.34% | +1,010+2.6% | Added |
| Lincoln National Corp | 40,385 | $2.52M | 0.05% | −4,016−9.0% | Reduced |
| Philadelphia Trust Co | 40,544 | $2.53M | 0.18% | −6,950−14.6% | Reduced |
| Triangle Securities Wealth Management | 40,539 | $2.53M | 0.79% | +1,083+2.7% | Added |
| Klingenstein Fields & Co LP | 40,555 | $2.53M | 0.10% | −10,549−20.6% | Reduced |
| Alaska Permanent Fund Corp | 39,000 | $2.53M | 0.05% | 00.0% | Unchanged |
| Guardian Investment Management | 40,750 | $2.54M | 1.77% | −700−1.7% | Reduced |
| Clarkston Capital Partners, LLC | 41,016 | $2.56M | 0.04% | +41,016 | New |
| MidWestOne Financial Group, Inc. | 41,018 | $2.56M | 0.54% | +7,786+23.4% | Added |
| SWS Partners | 41,222 | $2.57M | 1.46% | +3,350+8.8% | Added |
| Douglass Winthrop Advisors, LLC | 41,269 | $2.57M | 0.06% | −432−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 41,528 | $2.59M | 0.19% | +3,929+10.4% | Added |
| American Portfolios Advisors | 41,570 | $2.59M | 0.09% | +5,243+14.4% | Added |
| Lederer & Associates Investment Counsel | 41,596 | $2.59M | 1.50% | −956−2.2% | Reduced |
| South State Corp. | 41,611 | $2.60M | 0.20% | +1,256+3.1% | Added |
| Murphy Capital Management Inc | 41,680 | $2.60M | 0.28% | −5,462−11.6% | Reduced |
| Orca Investment Management, LLC | 41,679 | $2.60M | 2.14% | −314−0.7% | Reduced |
| Barbara Oil Co. | 42,000 | $2.62M | 1.13% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 42,261 | $2.63M | 0.05% | −217,899−83.8% | Reduced |
| Ethic Inc. | 42,287 | $2.64M | 0.20% | +17,038+67.5% | Added |
| Siena Capital LLC | 42,306 | $2.64M | 1.51% | +42,306 | New |
| Knott David M Jr | 42,409 | $2.64M | 1.00% | +42,409 | New |
| Glassy Mountain Advisors, Inc. | 42,414 | $2.64M | 1.36% | +42,414 | New |
| Kendall Capital Management | 42,414 | $2.65M | 1.26% | +3,472+8.9% | Added |
| Massachusetts Financial Services Co | 42,563 | $2.65M | 0.00% | +403+1.0% | Added |
| Moody National Bank Trust Division | 42,812 | $2.67M | 0.08% | −62,676−59.4% | Reduced |
| Fiera Capital Corp | 42,960 | $2.68M | 0.01% | −2,203−4.9% | Reduced |
| McMillion Capital Management Inc | 43,029 | $2.68M | 1.45% | +109+0.3% | Added |
| Bragg Financial Advisors, Inc | 45,396 | $2.69M | 0.17% | 00.0% | Unchanged |
| Courier Capital LLC | 43,142 | $2.69M | 0.25% | +631+1.5% | Added |