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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 900 | $56.0K | 0.02% | +900 | New |
| Rise Advisors, LLC | 902 | $56.2K | 0.05% | +902 | New |
| MayTech Global Investments, LLC | 916 | $57.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 930 | $58.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 929 | $58.0K | 0.05% | +929 | New |
| Front Row Advisors LLC | 961 | $60.0K | 0.02% | +50+5.5% | Added |
| RWM Asset Management, LLC | 960 | $60.0K | 0.01% | +67+7.5% | Added |
| Covestor Ltd | 970 | $61.0K | 0.09% | +970 | New |
| MD Financial Management Inc. | 1,000 | $62.0K | 0.00% | −95−8.7% | Reduced |
| Founders Capital Management | 999 | $62.0K | 0.04% | +100+11.1% | Added |
| First Community Trust NA | 1,031 | $64.3K | 0.05% | +1,031 | New |
| Mascoma Wealth Management LLC | 1,037 | $65.0K | 0.02% | −101−8.9% | Reduced |
| Syverson Strege & Co | 1,042 | $65.0K | 0.05% | −7−0.7% | Reduced |
| Atlantic Trust, LLC | 1,060 | $66.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,075 | $67.0K | 0.08% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,068 | $67.0K | 0.01% | +9+0.8% | Added |
| Freedman Financial Associates, Inc. | 1,102 | $69.0K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,100 | $69.0K | 0.00% | +335+43.8% | Added |
| JCIC Asset Management Inc. | 1,129 | $70.0K | 0.02% | −730−39.3% | Reduced |
| CKW Financial Group | 1,150 | $70.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 1,160 | $71.0K | 0.04% | +1,160 | New |
| Earnest Partners LLC | 1,147 | $72.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,160 | $72.0K | 0.05% | +10+0.9% | Added |
| Investment Research & Advisory Group, Inc. | 1,170 | $73.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,190 | $74.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,191 | $74.0K | 0.03% | +1,191 | New |
| Canton Hathaway, LLC | 1,195 | $75.0K | 0.02% | −25,343−95.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,242 | $77.0K | 0.02% | −1,471−54.2% | Reduced |
| Arlington Partners LLC | 1,242 | $77.0K | 0.02% | −1,019−45.1% | Reduced |
| Solstein Capital, LLC | 1,240 | $77.0K | 0.05% | −450−26.6% | Reduced |
| SJS Investment Consulting Inc. | 1,232 | $77.0K | 0.02% | +1,232 | New |
| Baldrige Asset Management LLC | 1,258 | $78.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,256 | $78.0K | 0.01% | +39+3.2% | Added |
| Operose Advisors LLC | 1,259 | $78.0K | 0.06% | +1,259 | New |
| JJJ Advisors Inc. | 1,263 | $79.0K | 0.02% | −352−21.8% | Reduced |
| Cordasco Financial Network | 1,297 | $81.0K | 0.05% | +9+0.7% | Added |
| Equitec Proprietary Markets, LLC | 1,300 | $81.0K | 0.04% | +1,300 | New |
| Itau Unibanco Holding S.A. | 1,333 | $83.0K | 0.00% | −975−42.2% | Reduced |
| TAP Consulting, LLC | 1,340 | $84.0K | 0.02% | +1,340 | New |
| Financial Connections Group, Inc. | 1,351 | $84.0K | 0.08% | +1,351 | New |
| Lloyd Advisory Services, LLC. | 1,434 | $89.0K | 0.04% | +1,434 | New |
| Byrne Asset Management LLC | 1,424 | $89.0K | 0.06% | +1,424 | New |
| West Paces Advisors Inc. | 1,434 | $89.4K | 0.03% | +432+43.1% | Added |
| Orion Capital Management LLC | 1,450 | $90.0K | 0.05% | +1,000+222.2% | Added |
| Masso Torrence Wealth Management Inc. | 1,451 | $90.0K | 0.06% | +1,451 | New |
| Raffa Wealth Management, LLC | 1,453 | $90.6K | 0.03% | −15−1.0% | Reduced |
| Harding Loevner LP | 1,468 | $92.0K | 0.00% | +1,468 | New |
| Center for Financial Planning, Inc. | 1,504 | $94.0K | 0.02% | −3,364−69.1% | Reduced |
| First Washington CORP | 1,500 | $94.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,543 | $96.0K | 0.03% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,575 | $98.0K | 0.03% | −7,860−83.3% | Reduced |
| First Personal Financial Services | 1,565 | $98.0K | 0.02% | +10+0.6% | Added |
| Coastal Capital Group, Inc. | 1,591 | $99.0K | 0.02% | +1+0.1% | Added |
| Sound Income Strategies, LLC | 1,641 | $102.0K | 0.01% | −26−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,661 | $104.0K | 0.05% | −22−1.3% | Reduced |
| Rockbridge Investment Management, LCC | 1,686 | $105.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $106.0K | 0.04% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 1,715 | $107.0K | 0.07% | −40−2.3% | Reduced |
| Mach-1 Financial Group, Inc. | 1,725 | $107.0K | 0.07% | +1,725 | New |
| Carolinas Wealth Consulting LLC | 1,743 | $109.0K | 0.02% | +327+23.1% | Added |
| Ford Financial Group, LLC | 1,768 | $110.0K | 0.04% | +1,768 | New |
| Institutional & Family Asset Management, LLC | 1,788 | $111.0K | 0.02% | +4+0.2% | Added |
| Boit C F David | 1,800 | $112.0K | 0.07% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,800 | $112.0K | 0.16% | +1,800 | New |
| Harvest Fund Management Co., Ltd | 1,815 | $113.0K | 0.02% | +1,815 | New |
| Tortoise Investment Management, LLC | 1,821 | $114.0K | 0.02% | −270−12.9% | Reduced |
| Pinnacle Bancorp, Inc. | 1,836 | $114.0K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 1,847 | $115.0K | 0.01% | −399−17.8% | Reduced |
| Northwest Investment Counselors, LLC | 1,856 | $116.0K | 0.03% | +1,856 | New |
| Neo Ivy Capital Management | 1,907 | $119.0K | 0.17% | +1,907 | New |
| Cornerstone Management, Inc. | 1,941 | $121.0K | 0.03% | +1,941 | New |
| Ahl Investment Management, Inc. | 1,935 | $121.0K | 0.11% | +1,935 | New |
| Cranbrook Wealth Management, LLC | 1,999 | $125.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $125.0K | 0.10% | +2,000 | New |
| BDO Wealth Advisors, LLC | 2,017 | $126.0K | 0.01% | −579−22.3% | Reduced |
| Rather & Kittrell, Inc. | 2,042 | $127.0K | 0.11% | +2,042 | New |
| Bogart Wealth, LLC | 2,053 | $128.0K | 0.01% | −101−4.7% | Reduced |
| Investmark Advisory Group LLC | 2,062 | $128.0K | 0.12% | +2,062 | New |
| McIlrath & Eck, LLC | 2,073 | $129.0K | 0.03% | −700−25.2% | Reduced |
| Glassman Wealth Services | 2,077 | $130.0K | 0.02% | +198+10.5% | Added |
| Cowen Prime Advisors LLC | 2,100 | $131.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 2,135 | $133.0K | 0.02% | +1,550+265.0% | Added |
| Vienna Asset Management LLC | 2,150 | $134.0K | 0.12% | +2,150 | New |
| Catalyst Capital Advisors LLC | 2,210 | $138.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 2,247 | $140.0K | 0.04% | −1,820−44.8% | Reduced |
| Rowland & Co Investment Counsel | 7,893 | $140.1K | 0.03% | +5,190+192.0% | Added |
| Costello Asset Management, INC | 2,300 | $143.0K | 0.09% | +325+16.5% | Added |
| Financial Management Professionals, Inc. | 2,303 | $144.0K | 0.03% | −29−1.2% | Reduced |
| Accel Wealth Management | 2,413 | $150.0K | 0.07% | +119+5.2% | Added |
| Gladius Capital Management LP | 2,403 | $150.0K | 0.05% | +2,403 | New |
| Plante Moran Financial Advisors, LLC | 2,423 | $151.0K | 0.02% | +167+7.4% | Added |
| Wagner Wealth Management, LLC | 2,464 | $154.0K | 0.12% | −308−11.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,479 | $155.0K | 0.07% | +119+5.0% | Added |
| Rosenberg Matthew Hamilton | 2,547 | $159.0K | 0.06% | −565−18.2% | Reduced |
| Simon Quick Advisors, LLC | 2,553 | $159.0K | 0.04% | +1,034+68.1% | Added |
| Global Trust Asset Management, LLC | 2,603 | $162.0K | 0.06% | −102−3.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,655 | $165.0K | 0.07% | +2,655 | New |
| Global Financial Private Client, LLC | 2,652 | $165.4K | 0.08% | −8,101−75.3% | Reduced |
| True Link Financial Advisors, LLC | 2,675 | $167.0K | 0.02% | −59−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,696 | $168.0K | 0.04% | −813−23.2% | Reduced |