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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.

Institutional holdersQ4 2021: 2,451 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,521 institutionsQ2 2022: 2,543 institutionsQ3 2022: 2,474 institutionsQ4 2022: 2,605 institutionsQ1 2023: 2,548 institutionsQ2 2023: 2,486 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,337 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,494 institutionsQ1 2025: 2,485 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,462 institutionsQ1 2026: 2,543 institutionsQ2 2026: 2,529 institutions
Value heldQ4 2021: $99.9B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,529$96.7B
Q1 20262,543$98.1B
Q4 20252,462$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,485$99.3B
Q4 20242,494$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,337$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,486$102.2B
Q1 20232,548$110.9B
Q4 20222,605$115.1B
Q3 20222,474$116.4B
Q2 20222,543$126.8B
Q1 20222,521$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$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.

Institutions holding BMY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Stephens Inc151,697$9.46M0.14%−8,389−5.2%Reduced
Financial Counselors Inc151,930$9.47M0.19%−18,338−10.8%Reduced
Woodstock Corp153,338$9.56M1.00%+10,020+7.0%Added
California First Leasing Corp154,800$9.65M4.79%+154,800New
Neville Rodie & Shaw Inc155,162$9.67M0.69%−8,950−5.5%Reduced
Socorro Asset Management LP155,200$9.68M2.76%+155,200New
Thompson Investment Management, Inc.155,299$9.68M1.37%+18,425+13.5%Added
Livforsakringsbolaget Skandia, Omsesidigt155,706$9.71M0.62%−11,100−6.7%Reduced
Belpointe Asset Management LLC156,130$9.73M0.61%−1,325−0.8%Reduced
CCM Investment Advisers LLC156,613$9.76M1.18%−44,608−22.2%Reduced
Thrivent Financial for Lutherans153,908$9.77M0.02%+5,667+3.8%Added
Thompson Siegel & Walmsley LLC157,879$9.84M0.14%+38,750+32.5%Added
Harvey Capital Management Inc157,946$9.85M3.05%+10,180+6.9%Added
Alberta Investment Management Corp157,963$9.85M0.06%+31,978+25.4%Added
Stonebridge Capital Advisors LLC159,148$9.92M1.10%+14,952+10.4%Added
Cetera Investment Advisers159,877$9.97M0.14%+18,603+13.2%Added
Cantor Fitzgerald Investment Adviser L.P.159,928$9.97M0.60%+2,509+1.6%Added
Bizma Investimentos Ltda160,000$9.98M5.84%00.0%Unchanged
Bollard Group LLC160,371$10.0M0.32%+1,174+0.7%Added
Farmers & Merchants Investments Inc160,578$10.0M0.37%+38,213+31.2%Added
Eagle Rock Investment Company, LLC160,626$10.0M1.92%+160,626New
Cutler Investment Counsel LLC161,328$10.1M1.51%+2,600+1.6%Added
Private Asset Management Inc161,363$10.1M1.24%−99−0.1%Reduced
Tiaa, FSB162,096$10.1M0.03%−15,033−8.5%Reduced
Wilbanks Smith & Thomas Asset Management LLC162,207$10.1M0.35%−34,759−17.6%Reduced
Signature Estate & Investment Advisors LLC162,646$10.1M0.45%+19,399+13.5%Added
Simplex Trading, LLC163,114$10.2M0.33%+65,017+66.3%Added
Umb Bank N A163,740$10.2M0.13%+25,488+18.4%Added
Clearbridge Investments, LLC164,877$10.3M0.01%−2,950−1.8%Reduced
Advisors Capital Management, LLC165,902$10.3M0.28%+6,685+4.2%Added
Mengis Capital Management, Inc.166,050$10.4M1.94%+2,115+1.3%Added
Elo Mutual Pension Insurance Co166,541$10.4M0.29%+11,391+7.3%Added
Heritage Investors Management Corp166,980$10.4M0.40%−616−0.4%Reduced
Investment Management of Virginia LLC167,282$10.4M1.68%−660−0.4%Reduced
Gamco Investors, Inc. Et Al167,345$10.4M0.09%−14,610−8.0%Reduced
Fiduciary Trust Co167,359$10.4M0.17%−4,494−2.6%Reduced
Welch & Forbes LLC167,844$10.5M0.16%−17,384−9.4%Reduced
Canal Insurance CO170,000$10.6M3.13%+50,000+41.7%Added
Maryland State Retirement & Pension System171,588$10.7M0.28%+1,017+0.6%Added
Davidson Investment Advisors173,891$10.8M0.77%−3,370−1.9%Reduced
Mount Yale Investment Advisors, LLC174,383$10.9M1.13%+5,844+3.5%Added
Xcel Wealth Management, LLC174,910$10.9M2.80%+10,291+6.3%Added
TD Waterhouse Canada Inc.164,602$10.9M0.11%+164,602New
Channing Capital Management, LLC175,702$11.0M0.31%+159+0.1%Added
Bokf, NA176,129$11.0M0.17%−10,843−5.8%Reduced
J.P. Marvel Investment Advisors, LLC178,978$11.2M2.18%+178,978New
LGT Group Foundation181,295$11.3M0.29%+181,295New
Capitolis Advisors LLC181,600$11.3M0.07%+28,097+18.3%Added
Colony Group LLC181,992$11.3M0.20%+47,472+35.3%Added
LaFleur & Godfrey LLC182,798$11.4M1.46%+19,758+12.1%Added
Cornerstone Advisors, LLC183,000$11.4M0.62%00.0%Unchanged
First National Trust Co183,380$11.4M0.60%+11,361+6.6%Added
Securian Asset Management, Inc183,459$11.4M0.21%−5,692−3.0%Reduced
Gyroscope Capital Management Group, LLC185,123$11.5M4.12%+12,981+7.5%Added
Tufton Capital Management185,164$11.5M1.77%+935+0.5%Added
Kovitz Investment Group Partners, LLC186,918$11.6M0.27%−37,026−16.5%Reduced
Andra AP-fonden187,400$11.7M0.24%−5,400−2.8%Reduced
Cna Financial Corp190,000$11.8M3.10%+30,000+18.8%Added
Norinchukin Bank, The190,776$11.9M0.15%−1,420−0.7%Reduced
AlphaCrest Capital Management LLC191,320$11.9M0.44%−37,587−16.4%Reduced
McGowan Group Asset Management, Inc.193,115$12.0M2.12%+162+0.1%Added
Grimes & Company, Inc.194,633$12.1M0.56%+3,005+1.6%Added
Stansberry Asset Management, LLC195,284$12.2M2.28%+9,824+5.3%Added
Westpac Banking Corp196,791$12.3M0.13%+17,359+9.7%Added
SG Americas Securities, LLC198,710$12.4M0.08%+96,392+94.2%Added
Skylands Capital, LLC199,545$12.4M1.44%+16,825+9.2%Added
Ci Investments Inc.201,685$12.6M0.04%−124,309−38.1%Reduced
Community Bank, N.A.205,529$12.8M1.48%−7,535−3.5%Reduced
Paloma Partners Management Co206,708$12.9M0.41%+206,708New
Hyman Charles D206,952$12.9M0.82%−196−0.1%Reduced
Associated Banc-Corp207,024$12.9M0.47%−7,328−3.4%Reduced
GAM Holding AG207,661$12.9M0.58%−676−0.3%Reduced
Allstate Corp208,554$13.0M0.25%+163,747+365.4%Added
Sculptor Capital LP210,224$13.1M0.12%+210,224New
Dai-Ichi Life Insurance Company, Ltd210,378$13.1M0.17%−27,551−11.6%Reduced
McRae Capital Management Inc211,865$13.2M2.76%+2,250+1.1%Added
Stratos Wealth Partners, LTD.213,622$13.3M0.29%−7,559−3.4%Reduced
Northern Oak Wealth Management Inc214,526$13.4M1.51%+2,175+1.0%Added
Bailard, Inc.214,549$13.4M0.43%−133−0.1%Reduced
Capital Management Corp215,071$13.4M2.78%−28,554−11.7%Reduced
Capital Investment Advisors, LLC215,939$13.5M0.41%+6,660+3.2%Added
Torray LLC217,052$13.5M2.00%+2,456+1.1%Added
Cerity Partners LLC217,128$13.5M0.21%+21,173+10.8%Added
Nomura Holdings Inc224,589$13.5M0.08%+88,317+64.8%Added
Kestra Advisory Services, LLC217,666$13.6M0.14%−44,107−16.8%Reduced
Varma Mutual Pension Insurance Co219,160$13.7M0.20%00.0%Unchanged
Beacon Pointe Advisors, LLC220,045$13.7M0.36%−79,168−26.5%Reduced
Shell Asset Management Co222,195$13.9M0.28%+14,841+7.2%Added
Busey Wealth Management224,311$14.0M0.53%−10,353−4.4%Reduced
Mayflower Financial Advisors, LLC225,395$14.1M1.87%−203−0.1%Reduced
AE Wealth Management LLC227,953$14.2M0.10%+42,364+22.8%Added
Group One Trading, L.P.228,990$14.3M0.27%−12,662−5.2%Reduced
Deroy & Devereaux Private Investment Counsel Inc230,821$14.4M1.06%−3,634−1.5%Reduced
Osher Van de Voorde Investment Management231,616$14.4M3.19%+9,725+4.4%Added
Hartford Investment Management Co236,716$14.8M0.34%+17,958+8.2%Added
Polaris Wealth Advisory Group, LLC237,935$14.8M0.85%+237,935New
Northwestern Mutual Wealth Management Co238,761$14.9M0.02%+5,773+2.5%Added
Intact Investment Management Inc.240,300$15.0M0.38%−1,800−0.7%Reduced
Cullen/Frost Bankers, Inc.241,984$15.1M0.29%+4,181+1.8%Added
Telos Capital Management, Inc.244,315$15.2M1.90%+9,986+4.3%Added