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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 74,122 | $4.62M | 0.32% | +1,369+1.9% | Added |
| Equitable Holdings, Inc. | 74,554 | $4.65M | 0.07% | −3,844−4.9% | Reduced |
| Palladium Partners LLC | 74,711 | $4.66M | 0.19% | −7,769−9.4% | Reduced |
| Exchange Capital Management, Inc. | 74,944 | $4.67M | 0.85% | +153+0.2% | Added |
| Annex Advisory Services, LLC | 75,188 | $4.69M | 0.32% | +7,508+11.1% | Added |
| Dean Investment Associates, LLC | 75,481 | $4.71M | 0.83% | −2,516−3.2% | Reduced |
| Pettee Investors, Inc. | 75,481 | $4.71M | 1.97% | +1,594+2.2% | Added |
| Howe & Rusling Inc | 75,599 | $4.71M | 0.55% | −29,356−28.0% | Reduced |
| Brinker Capital Investments, LLC | 76,787 | $4.79M | 0.07% | +3,063+4.2% | Added |
| Resources Management Corp | 77,343 | $4.82M | 0.63% | −8,869−10.3% | Reduced |
| Lipe & Dalton | 77,434 | $4.83M | 2.28% | +1,216+1.6% | Added |
| PointState Capital LP | 77,500 | $4.83M | 0.15% | +77,500 | New |
| Kestra Private Wealth Services, LLC | 77,555 | $4.84M | 0.23% | +4,046+5.5% | Added |
| Kanawha Capital Management LLC | 77,735 | $4.85M | 0.41% | +264+0.3% | Added |
| Edgewood Management LLC | 77,924 | $4.86M | 0.01% | +2,400+3.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 78,174 | $4.87M | 0.69% | −32,477−29.4% | Reduced |
| Callahan Advisors, LLC | 78,379 | $4.89M | 0.55% | −29,813−27.6% | Reduced |
| Highland Capital Management, LLC | 78,626 | $4.90M | 0.28% | −1,100−1.4% | Reduced |
| Lee Danner & Bass Inc | 78,883 | $4.92M | 0.42% | −8,075−9.3% | Reduced |
| Argyle Capital Management Inc. | 78,924 | $4.92M | 1.54% | 00.0% | Unchanged |
| Meritage Portfolio Management | 79,060 | $4.93M | 0.28% | +24,009+43.6% | Added |
| Legacy Capital Partners, Inc. | 79,393 | $4.95M | 1.60% | −1,765−2.2% | Reduced |
| TCWP LLC | 79,987 | $4.99M | 0.99% | +79,987 | New |
| Connectus Wealth, LLC | 80,107 | $5.00M | 0.19% | +80,107 | New |
| Gamble Jones Investment Counsel | 80,713 | $5.03M | 0.30% | −3,582−4.2% | Reduced |
| Eidelman Virant Capital | 80,745 | $5.05M | 1.87% | −1,065−1.3% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.06M | 0.55% | +81,141 | New |
| Venture Visionary Partners LLC | 81,715 | $5.09M | 0.33% | −2,092−2.5% | Reduced |
| Wesleyan Assurance Society | 82,443 | $5.14M | 0.61% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 82,682 | $5.16M | 0.14% | −12,407−13.0% | Reduced |
| Hantz Financial Services, Inc. | 82,884 | $5.17M | 0.15% | +3,558+4.5% | Added |
| Ossiam | 83,074 | $5.18M | 0.14% | −67,250−44.7% | Reduced |
| North Star Investment Management Corp. | 83,164 | $5.18M | 0.36% | −297−0.4% | Reduced |
| Haverford Trust Co | 83,178 | $5.19M | 0.06% | −2,292−2.7% | Reduced |
| FAI Wealth Management | 83,213 | $5.19M | 4.28% | +2,213+2.7% | Added |
| 6 Meridian | 85,073 | $5.30M | 0.39% | −496−0.6% | Reduced |
| First Hawaiian Bank | 85,081 | $5.30M | 0.16% | +32,008+60.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 85,331 | $5.32M | 0.33% | −115−0.1% | Reduced |
| First Horizon Advisors, Inc. | 85,383 | $5.32M | 0.16% | −94−0.1% | Reduced |
| Aviance Capital Partners, LLC | 86,154 | $5.37M | 0.90% | −3,064−3.4% | Reduced |
| Tdam USA Inc. | 86,453 | $5.39M | 0.33% | +1,479+1.7% | Added |
| Advisory Services Network, LLC | 86,473 | $5.39M | 0.16% | −11,841−12.0% | Reduced |
| Canandaigua National Corp | 86,884 | $5.42M | 0.80% | −516−0.6% | Reduced |
| Sigma Planning Corp | 86,919 | $5.42M | 0.15% | −4,463−4.9% | Reduced |
| Shorepoint Capital Partners LLC | 87,267 | $5.44M | 2.21% | +3,208+3.8% | Added |
| Frontier Wealth Management LLC | 87,356 | $5.45M | 0.36% | −12,566−12.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 88,235 | $5.50M | 0.24% | −4,732−5.1% | Reduced |
| Principal Street Partners, LLC | 88,700 | $5.53M | 1.33% | +13,730+18.3% | Added |
| Sowell Financial Services LLC | 88,790 | $5.54M | 0.32% | +3,176+3.7% | Added |
| Achmea Investment Management B.V. | 88,798 | $5.54M | 0.26% | −29,328−24.8% | Reduced |
| Covington Capital Management | 89,145 | $5.56M | 0.19% | −39,868−30.9% | Reduced |
| Vident Investment Advisory, LLC | 89,777 | $5.60M | 0.15% | −4,633−4.9% | Reduced |
| Advisors Asset Management, Inc. | 89,966 | $5.61M | 0.08% | +8,755+10.8% | Added |
| Rafferty Asset Management, LLC | 89,975 | $5.61M | 0.03% | +6,985+8.4% | Added |
| Segall Bryant & Hamill, LLC | 90,087 | $5.62M | 0.05% | −7,817−8.0% | Reduced |
| Palouse Capital Management, Inc. | 90,553 | $5.65M | 2.41% | −5,432−5.7% | Reduced |
| KCM Investment Advisors LLC | 90,583 | $5.65M | 0.20% | −4,682−4.9% | Reduced |
| Brown Brothers Harriman & Co | 90,756 | $5.66M | 0.03% | −15,304−14.4% | Reduced |
| CSM Advisors, LLC | 91,245 | $5.69M | 0.38% | −420−0.5% | Reduced |
| Marathon Capital Management | 91,468 | $5.70M | 1.34% | −502−0.5% | Reduced |
| Mechanics Bank Trust Department | 92,414 | $5.76M | 0.85% | −985−1.1% | Reduced |
| Van Leeuwen & Company, LLC | 92,581 | $5.77M | 3.24% | −2,225−2.3% | Reduced |
| Ashfield Capital Partners, LLC | 92,629 | $5.78M | 0.37% | −3,881−4.0% | Reduced |
| Integrated Advisors Network LLC | 92,971 | $5.80M | 0.34% | +8,043+9.5% | Added |
| Searle & Co. | 93,156 | $5.81M | 2.11% | −400−0.4% | Reduced |
| NBT Bank N A | 93,421 | $5.82M | 0.75% | −5,000−5.1% | Reduced |
| Northwest Bancshares, Inc. | 93,430 | $5.83M | 1.14% | +3,657+4.1% | Added |
| Brookstone Capital Management | 93,067 | $5.85M | 0.10% | −1,827−1.9% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $5.91M | 1.22% | 00.0% | Unchanged |
| HM Payson & Co | 94,876 | $5.92M | 0.13% | −1,596−1.7% | Reduced |
| Westfield Capital Management Co LP | 95,140 | $5.93M | 0.04% | −820−0.9% | Reduced |
| Scott & Selber, Inc. | 95,487 | $5.95M | 2.11% | +13,775+16.9% | Added |
| Geneos Wealth Management Inc. | 95,630 | $5.97M | 0.23% | −12,917−11.9% | Reduced |
| Campbell Capital Management Inc | 95,857 | $5.98M | 2.47% | −4,750−4.7% | Reduced |
| Jacobi Capital Management LLC | 95,921 | $5.98M | 0.71% | +4,111+4.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 96,186 | $6.00M | 0.24% | +2,626+2.8% | Added |
| Dudley & Shanley, Inc. | 96,241 | $6.00M | 1.04% | −476,769−83.2% | Reduced |
| Trust Co of Vermont | 96,447 | $6.01M | 0.38% | −285−0.3% | Reduced |
| D L Carlson Investment Group Inc | 96,907 | $6.04M | 0.96% | −14,464−13.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 97,560 | $6.08M | 0.20% | −5,703−5.5% | Reduced |
| Wolf Group Capital Advisors | 98,025 | $6.11M | 1.00% | +65,912+205.3% | Added |
| Regent Investment Management LLC | 98,286 | $6.13M | 1.34% | −3,935−3.8% | Reduced |
| Salem Investment Counselors Inc | 98,607 | $6.15M | 0.21% | +2,903+3.0% | Added |
| Tower Bridge Advisors | 99,210 | $6.19M | 0.38% | −8,080−7.5% | Reduced |
| Cypress Capital Group | 99,340 | $6.19M | 0.78% | +7,604+8.3% | Added |
| Twin Capital Management Inc | 99,429 | $6.20M | 0.62% | −2,530−2.5% | Reduced |
| Trustmark National Bank Trust Department | 99,698 | $6.22M | 0.47% | +704+0.7% | Added |
| HealthInvest Partners AB | 100,000 | $6.24M | 8.79% | +72,000+257.1% | Added |
| Highlander Partners, L.P. | 100,000 | $6.24M | 7.60% | +100,000 | New |
| XML Financial, LLC | 100,102 | $6.24M | 0.75% | +5,956+6.3% | Added |
| Gotham Asset Management, LLC | 100,161 | $6.25M | 0.20% | +5,381+5.7% | Added |
| Thomasville National Bank | 100,376 | $6.26M | 0.60% | +5,040+5.3% | Added |
| Whittier Trust Co of Nevada Inc | 100,664 | $6.28M | 0.23% | −6,309−5.9% | Reduced |
| DuPont Capital Management Corp | 100,793 | $6.28M | 0.22% | −20,666−17.0% | Reduced |
| Gofen & Glossberg LLC | 101,443 | $6.33M | 0.14% | −41,905−29.2% | Reduced |
| Moors & Cabot, Inc. | 101,905 | $6.35M | 0.39% | −3,337−3.2% | Reduced |
| Holloway Wealth Management, LLC | – | $6.36M | 1.82% | – | – |
| Fishman Jay A Ltd | 102,235 | $6.37M | 0.68% | −725−0.7% | Reduced |
| Wright Investors Service Inc | 102,342 | $6.38M | 1.61% | +32,848+47.3% | Added |
| Te Ahumairangi Investment Management Ltd | 102,677 | $6.40M | 0.83% | −3,400−3.2% | Reduced |