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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 55,826 | $3.48M | 0.28% | −885−1.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 56,000 | $3.49M | 2.39% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56,040 | $3.49M | 1.16% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 56,078 | $3.50M | 0.57% | +458+0.8% | Added |
| Prio Wealth Limited Partnership | 56,167 | $3.50M | 0.11% | −751−1.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 56,215 | $3.50M | 0.38% | +6,128+12.2% | Added |
| Ropes Wealth Advisors LLC | 56,362 | $3.51M | 0.62% | −10,173−15.3% | Reduced |
| Augustine Asset Management Inc | 56,696 | $3.54M | 1.73% | −1,903−3.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 56,816 | $3.54M | 0.31% | −1,192−2.1% | Reduced |
| Mill Capital Management, LLC | 56,896 | $3.55M | 0.36% | +56,896 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 57,015 | $3.56M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 57,037 | $3.56M | 0.09% | +3,646+6.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 57,141 | $3.56M | 0.33% | −607−1.1% | Reduced |
| Motley Fool Asset Management LLC | 57,177 | $3.56M | 0.23% | +1,417+2.5% | Added |
| FourThought Financial, LLC | 57,199 | $3.57M | 0.45% | −6,416−10.1% | Reduced |
| Bangor Savings Bank | 57,667 | $3.60M | 0.34% | +5,009+9.5% | Added |
| Spire Wealth Management | 57,948 | $3.61M | 0.08% | +27,771+92.0% | Added |
| Gilman Hill Asset Management, LLC | 58,299 | $3.63M | 0.81% | +15,425+36.0% | Added |
| Richard Bernstein Advisors LLC | 58,469 | $3.65M | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 58,776 | $3.67M | 0.21% | +2,712+4.8% | Added |
| Meridian Wealth Management, LLC | 59,448 | $3.71M | 0.40% | −477−0.8% | Reduced |
| Wetherby Asset Management Inc | 59,669 | $3.72M | 0.21% | −2,637−4.2% | Reduced |
| LVW Advisors, LLC | 59,675 | $3.72M | 0.63% | +4,501+8.2% | Added |
| Shelton Capital Management | 59,774 | $3.73M | 0.13% | −38,200−39.0% | Reduced |
| Zurich Insurance Group Ltd | 59,800 | $3.73M | 0.04% | +29,300+96.1% | Added |
| Profund Advisors LLC | 59,863 | $3.73M | 0.12% | +1,558+2.7% | Added |
| Ar Asset Management Inc | 59,924 | $3.74M | 0.95% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 60,000 | $3.74M | 0.56% | −37,000−38.1% | Reduced |
| Ally Financial Inc. | 60,000 | $3.74M | 0.34% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $3.74M | 1.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 60,289 | $3.76M | 0.30% | +3,180+5.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 61,112 | $3.81M | 0.37% | +8,010+15.1% | Added |
| Toroso Investments, LLC | 61,177 | $3.81M | 0.12% | +19,270+46.0% | Added |
| Compton Capital Management Inc | 61,281 | $3.82M | 0.99% | −400−0.6% | Reduced |
| Canal Capital Management, LLC | 61,382 | $3.83M | 0.92% | +6,085+11.0% | Added |
| Icon Advisers Inc | 61,500 | $3.83M | 0.62% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 61,633 | $3.84M | 1.67% | +1,844+3.1% | Added |
| Demars Financial Group, LLC | 62,046 | $3.87M | 2.05% | +4,082+7.0% | Added |
| Burns J W & Co Inc | 62,238 | $3.88M | 0.56% | −2,633−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 62,252 | $3.88M | 0.19% | +3,296+5.6% | Added |
| Pekin Hardy Strauss, Inc. | 62,281 | $3.88M | 0.53% | +544+0.9% | Added |
| Welch Group, LLC | 62,483 | $3.90M | 0.23% | +3,738+6.4% | Added |
| United Capital Management of KS, Inc. | 62,541 | $3.90M | 1.45% | +6,942+12.5% | Added |
| Mirova | 62,773 | $3.91M | 0.47% | +48,296+333.6% | Added |
| Kinneret Advisory, LLC | 63,061 | $3.93M | 0.41% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 63,149 | $3.94M | 1.00% | +5,860+10.2% | Added |
| Benedict Financial Advisors Inc | 63,171 | $3.94M | 1.03% | +3,211+5.4% | Added |
| Inlet Private Wealth, LLC | 63,612 | $3.97M | 0.96% | +8,400+15.2% | Added |
| First National Bank of Omaha | 63,650 | $3.97M | 0.19% | +10,438+19.6% | Added |
| Rodgers Brothers Inc. | 63,718 | $3.97M | 0.71% | +17,500+37.9% | Added |
| Princeton Capital Management LLC | 63,888 | $3.98M | 1.14% | −1,265−1.9% | Reduced |
| People's United Financial, Inc. | 64,153 | $4.00M | 0.10% | −18,583−22.5% | Reduced |
| Everence Capital Management Inc | 64,325 | $4.01M | 0.30% | +7,070+12.3% | Added |
| Siemens Fonds Invest GmbH | 64,576 | $4.04M | 0.27% | +1,538+2.4% | Added |
| Eastover Investment Advisors LLC | 64,754 | $4.04M | 2.33% | +1,975+3.1% | Added |
| Banque Cantonale Vaudoise | 65,092 | $4.06M | 0.16% | −3,029−4.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 65,176 | $4.06M | 0.78% | +65,176 | New |
| Castleview Partners, LLC | 254,138 | $4.08M | 0.03% | +254,138 | New |
| FineMark National Bank & Trust | 65,565 | $4.09M | 0.16% | −47,427−42.0% | Reduced |
| Delta Asset Management LLC | 65,682 | $4.09M | 0.36% | −1,282−1.9% | Reduced |
| Wolverine Trading, LLC | 65,733 | $4.11M | 0.06% | +25,622+63.9% | Added |
| CMH Wealth Management LLC | 66,062 | $4.12M | 1.24% | −326−0.5% | Reduced |
| Surevest, LLC | 66,111 | $4.12M | 0.98% | −6,788−9.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 61,592 | $4.13M | 1.99% | +5,758+10.3% | Added |
| EagleClaw Capital Managment, LLC | 66,272 | $4.13M | 0.91% | +1,825+2.8% | Added |
| Bard Financial Services, Inc. | 66,555 | $4.15M | 0.33% | −150−0.2% | Reduced |
| Iowa State Bank | 66,568 | $4.15M | 0.98% | +805+1.2% | Added |
| Horizon Investments, LLC | 67,593 | $4.18M | 0.12% | +4,147+6.5% | Added |
| Apollon Wealth Management, LLC | 67,150 | $4.19M | 0.34% | +29,702+79.3% | Added |
| Carret Asset Management, LLC | 67,347 | $4.20M | 0.46% | +2,450+3.8% | Added |
| Sheets Smith Wealth Management | 68,250 | $4.25M | 0.53% | −17,783−20.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 68,534 | $4.27M | 1.74% | +68,534 | New |
| Point72 Hong Kong Ltd | 68,750 | $4.29M | 0.36% | +65,402+1,953.5% | Added |
| Versant Capital Management, Inc | 69,015 | $4.30M | 1.40% | −60.0% | Reduced |
| Beacon Financial Group | 69,623 | $4.31M | 0.56% | −688−1.0% | Reduced |
| Royal Fund Management, LLC | 69,248 | $4.32M | 0.62% | +3,233+4.9% | Added |
| Cohen Klingenstein LLC | 69,400 | $4.33M | 0.17% | −13,654−16.4% | Reduced |
| Sigma Investment Counselors Inc | 69,756 | $4.35M | 0.30% | −1,511−2.1% | Reduced |
| First Interstate Bank | 69,834 | $4.35M | 0.42% | +130+0.2% | Added |
| Sivik Global Healthcare LLC | 70,000 | $4.37M | 1.87% | +70,000 | New |
| Simmons Bank | 70,307 | $4.38M | 0.31% | −4,162−5.6% | Reduced |
| Mairs & Power Inc | 70,439 | $4.39M | 0.04% | −6,666−8.6% | Reduced |
| Toth Financial Advisory Corp | 70,673 | $4.41M | 0.60% | −8,256−10.5% | Reduced |
| ProVise Management Group, LLC | 70,790 | $4.41M | 0.40% | −42,846−37.7% | Reduced |
| Baldwin Investment Management, LLC | 70,996 | $4.43M | 1.16% | −4,866−6.4% | Reduced |
| Clark Estates Inc | 71,200 | $4.44M | 0.65% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 71,305 | $4.45M | 1.07% | +6,055+9.3% | Added |
| Strategic Wealth Partners, Ltd. | 71,632 | $4.47M | 0.85% | +46,315+182.9% | Added |
| Rothschild Investment Corp | 72,125 | $4.50M | 0.35% | −210−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 72,179 | $4.50M | 0.09% | +6,497+9.9% | Added |
| Factorial Partners, LLC | 72,300 | $4.51M | 2.98% | +6,000+9.0% | Added |
| Ameritas Investment Partners, Inc. | 72,539 | $4.52M | 0.15% | −1,008−1.4% | Reduced |
| Hennessy Advisors Inc | 72,700 | $4.53M | 0.26% | −1,600−2.2% | Reduced |
| Rossmore Private Capital | 72,959 | $4.55M | 0.71% | −17,014−18.9% | Reduced |
| Advisor Partners LLC | 73,004 | $4.55M | 0.27% | −4,693−6.0% | Reduced |
| Corient Capital Partners, LLC | 73,016 | $4.55M | 0.30% | +6,236+9.3% | Added |
| Bessemer Group Inc | 73,173 | $4.56M | 0.01% | −2,856,716−97.5% | Reduced |
| Claret Asset Management Corp | 73,504 | $4.58M | 0.85% | +32,825+80.7% | Added |
| Eqis Capital Management, Inc. | 73,655 | $4.59M | 0.34% | −2,899−3.8% | Reduced |
| Evercore Wealth Management, LLC | 73,988 | $4.61M | 0.08% | −6,238−7.8% | Reduced |