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 |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 2,728 | $170.0K | 0.15% | +2,728 | New |
| Baldwin Brothers Inc | 2,740 | $171.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,744 | $171.0K | 0.02% | +255+10.2% | Added |
| Pacific Center for Financial Services | 2,762 | $172.0K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,763 | $172.0K | 0.02% | +17+0.6% | Added |
| Compagnie Lombard Odier SCmA | 2,775 | $173.0K | 0.00% | +415+17.6% | Added |
| Hayden Royal, LLC | 2,768 | $173.0K | 0.41% | +2,768 | New |
| Blume Capital Management, Inc. | 2,804 | $175.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,825 | $176.0K | 0.04% | +290+11.4% | Added |
| Sierra Capital LLC | 2,835 | $177.0K | 0.03% | +1,001+54.6% | Added |
| Commons Capital, LLC | 2,839 | $177.0K | 0.18% | +2,839 | New |
| TD Capital Management LLC | 2,848 | $178.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,860 | $178.4K | 0.05% | −1,581−35.6% | Reduced |
| Tower View Investment Management & Research LLC | 2,913 | $182.0K | 0.09% | −298−9.3% | Reduced |
| Benjamin Edwards Inc | 2,924 | $182.0K | 0.06% | +1,944+198.4% | Added |
| Stephens Consulting, LLC | 3,020 | $188.3K | 0.16% | +3,020 | New |
| Lenox Wealth Advisors, LLC | 3,031 | $189.0K | 0.02% | +78+2.6% | Added |
| Rock Creek Group, LP | 3,049 | $190.0K | 0.03% | −122−3.8% | Reduced |
| Missouri Trust & Investment Co | 3,072 | $192.0K | 0.11% | +3,072 | New |
| Amplius Wealth Advisors, LLC | 3,108 | $193.0K | 0.03% | +3,108 | New |
| Charter Oak Capital Management, LLC | 3,108 | $194.0K | 0.02% | +62+2.0% | Added |
| Edge Wealth Management LLC | 3,120 | $195.0K | 0.04% | +2+0.1% | Added |
| Signet Financial Management, LLC | 3,160 | $197.0K | 0.03% | −351−10.0% | Reduced |
| Addison Advisors LLC | 3,184 | $199.0K | 0.12% | +647+25.5% | Added |
| Punch & Associates Investment Management, Inc. | 3,200 | $200.0K | 0.01% | +3,200 | New |
| Wills Financial Group, Inc. | 3,221 | $200.0K | 0.08% | +3,221 | New |
| Optas, LLC | 3,205 | $200.0K | 0.06% | +3,205 | New |
| Annapolis Financial Services, LLC | 3,222 | $201.0K | 0.06% | +56+1.8% | Added |
| First American Trust, FSB | 3,220 | $201.0K | 0.03% | +3,220 | New |
| Lewis Capital Management, LLC | 3,221 | $201.0K | 0.21% | +3,221 | New |
| Northcape Wealth Management, LLC | 3,217 | $201.0K | 0.07% | +3,217 | New |
| Bernardo Wealth Planning LLC | 3,250 | $202.0K | 0.10% | −202−5.9% | Reduced |
| State of Wyoming | 3,245 | $202.0K | 0.09% | +902+38.5% | Added |
| Zullo Investment Group, Inc. | 3,243 | $202.0K | 0.10% | +3,243 | New |
| Markston International LLC | 3,263 | $203.0K | 0.20% | −14−0.4% | Reduced |
| Advisory Alpha, LLC | 3,258 | $203.0K | 0.01% | +3,258 | New |
| Traverso Chambers Private Wealth Management, LLC | 3,257 | $203.0K | 0.06% | +3,257 | New |
| Patten Group, Inc. | 3,267 | $204.0K | 0.05% | −200−5.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,110 | $205.0K | 0.02% | +789+23.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,285 | $205.0K | 0.02% | +3,285 | New |
| Villere St Denis J & Co LLC | 3,300 | $205.0K | 0.01% | +3,300 | New |
| Resurgent Financial Advisors LLC | 3,281 | $205.0K | 0.17% | +3,281 | New |
| FRG Family Wealth Advisors LLC | 3,301 | $206.0K | 0.04% | −8,545−72.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,302 | $206.0K | 0.04% | +3,302 | New |
| Noesis Capital Mangement Corp | 3,326 | $207.0K | 0.04% | +3,326 | New |
| Keystone Financial Group | 3,315 | $207.0K | 0.03% | +3,315 | New |
| Magnus Financial Group LLC | 3,321 | $207.0K | 0.04% | +3,321 | New |
| Koss-Olinger Consulting, LLC | 3,331 | $208.0K | 0.03% | −6,763−67.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,336 | $208.0K | 0.20% | +3,336 | New |
| Revolve Wealth Partners, LLC | 3,337 | $208.0K | 0.06% | +3,337 | New |
| Boltwood Capital Management | 3,360 | $209.0K | 0.08% | −400−10.6% | Reduced |
| Crewe Advisors LLC | 3,350 | $209.0K | 0.04% | +1,500+81.1% | Added |
| Morris Financial Concepts, Inc. | 3,354 | $209.0K | 0.17% | +3,354 | New |
| Merriman Wealth Management, LLC | 3,346 | $209.0K | 0.02% | +3,346 | New |
| McKinley Carter Wealth Services, Inc. | 3,388 | $211.0K | 0.02% | −2,730−44.6% | Reduced |
| GM Advisory Group, Inc. | 3,378 | $211.0K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,381 | $211.0K | 0.04% | +3,381 | New |
| Shulman DeMeo Asset Management LLC | 3,383 | $211.0K | 0.05% | +3,383 | New |
| Amica Retiree Medical Trust | 3,401 | $212.0K | 0.18% | −3,643−51.7% | Reduced |
| Westshore Wealth, LLC | 3,402 | $212.0K | 0.15% | −300−8.1% | Reduced |
| JT Stratford LLC | 3,406 | $212.0K | 0.06% | −60−1.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 3,393 | $212.0K | 0.06% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 3,162 | $212.0K | 0.16% | +3,162 | New |
| Eldridge Investment Advisors, Inc. | 3,412 | $213.0K | 0.07% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,422 | $213.0K | 0.07% | +3,422 | New |
| Cornerstone Wealth Group, LLC | 3,410 | $213.0K | 0.04% | +3,410 | New |
| Matrix Private Capital Group LLC | 3,409 | $213.0K | 0.10% | +3,409 | New |
| IFG Advisory, LLC | 3,438 | $214.0K | 0.02% | −3,904−53.2% | Reduced |
| Tranquility Partners, LLC | 3,426 | $214.0K | 0.10% | −103−2.9% | Reduced |
| Wealth Management Associates, Inc. | 3,445 | $214.8K | 0.12% | −373−9.8% | Reduced |
| OneAscent Financial Services LLC | 3,451 | $215.0K | 0.41% | +3,451 | New |
| NEIRG Wealth Management, LLC | 3,451 | $215.0K | 0.04% | +3,451 | New |
| Paragon Capital Management Ltd | 3,468 | $216.0K | 0.03% | +5+0.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,463 | $216.0K | 0.02% | +3,463 | New |
| Lokken Investment Group LLC | 3,461 | $216.0K | 0.15% | +3,461 | New |
| Alphasimplex Group, LLC | 3,501 | $218.0K | 0.37% | −6,370−64.5% | Reduced |
| Investors Financial Group, LLC | 3,488 | $218.0K | 0.10% | +9+0.3% | Added |
| TNF LLC | 3,360 | $218.0K | 0.09% | +3,360 | New |
| Abacus Wealth Partners, LLC | 3,511 | $218.9K | 0.08% | −388−10.0% | Reduced |
| CRA Financial Services, LLC | 3,512 | $219.0K | 0.07% | −149−4.1% | Reduced |
| Renasant Bank | 3,518 | $219.0K | 0.15% | +3,518 | New |
| Wealth Advisors of Iowa, LLC | 3,546 | $221.0K | 0.12% | −1,627−31.5% | Reduced |
| WFA of San Diego, LLC | 3,550 | $221.0K | 0.13% | +110+3.2% | Added |
| Financial Engines Advisors L.L.C. | 3,558 | $222.0K | 0.00% | −893−20.1% | Reduced |
| Garde Capital, Inc. | 3,555 | $222.0K | 0.02% | −167−4.5% | Reduced |
| Symphony Financial, Ltd. Co. | 3,587 | $222.0K | 0.06% | −21−0.6% | Reduced |
| Thrive Wealth Management, LLC | 3,553 | $222.0K | 0.08% | +3,553 | New |
| Quent Capital, LLC | 3,552 | $222.0K | 0.05% | +3,552 | New |
| Clare Market Investments LLC | 3,566 | $222.3K | 0.06% | −1,354−27.5% | Reduced |
| Wayfinding Financial, LLC | 3,507 | $223.0K | 0.18% | +3,507 | New |
| Quantum Private Wealth, LLC | 3,585 | $223.0K | 0.08% | +3,585 | New |
| Round Table Services, LLC | 3,586 | $224.0K | 0.04% | +3+0.1% | Added |
| DF Dent & Co Inc | 3,588 | $224.0K | 0.00% | +105+3.0% | Added |
| S.E.E.D. Planning Group LLC | 3,600 | $224.0K | 0.10% | +3,600 | New |
| Arbor Trust Wealth Advisors, LLC | 3,605 | $225.0K | 0.13% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 3,615 | $225.0K | 0.05% | +100+2.8% | Added |
| Riverview Trust Co | 3,612 | $225.0K | 0.13% | +1,577+77.5% | Added |
| Traphagen Investment Advisors LLC | 1,240 | $226.7K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,663 | $228.0K | 0.01% | −279−7.1% | Reduced |
| Brave Asset Management Inc | 3,659 | $228.0K | 0.06% | 00.0% | Unchanged |