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 |
|---|---|---|---|---|---|
| Autumn Glory Partners, LLC | 3,661 | $228.0K | 0.10% | +3,661 | New |
| Murphy Pohlad Asset Management LLC | 3,688 | $229.0K | 0.09% | −500−11.9% | Reduced |
| Howard Wealth Management, LLC | 3,678 | $229.0K | 0.12% | −50−1.3% | Reduced |
| Abbot Financial Management, Inc. | 3,685 | $230.0K | 0.10% | −3,000−44.9% | Reduced |
| Tiedemann Advisors, LLC | 3,712 | $230.0K | 0.01% | −2,083−35.9% | Reduced |
| Arbor Wealth Management, LLC | 3,694 | $230.0K | 0.05% | +3,694 | New |
| CFO4Life Group, LLC | 3,709 | $231.0K | 0.05% | −768−17.2% | Reduced |
| Northstar Asset Management LLC | 3,700 | $231.0K | 0.05% | 00.0% | Unchanged |
| American National Bank | 3,714 | $232.0K | 0.05% | −811−17.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,724 | $232.0K | 0.12% | −499−11.8% | Reduced |
| Ellenbecker Investment Group | 3,741 | $233.0K | 0.06% | −146−3.8% | Reduced |
| West Coast Financial LLC | 3,732 | $233.0K | 0.03% | +25+0.7% | Added |
| Pure Financial Advisors, Inc. | 3,742 | $233.0K | 0.01% | +184+5.2% | Added |
| Flynn Zito Capital Management, LLC | 3,731 | $233.0K | 0.20% | +3,731 | New |
| Maxele Advisors, LLC | 3,740 | $233.2K | 0.27% | +3,740 | New |
| MainStreet Investment Advisors LLC | 3,745 | $234.0K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,769 | $235.0K | 0.10% | −310−7.6% | Reduced |
| Horizon Wealth Management, LLC | 3,773 | $235.0K | 0.07% | +3,773 | New |
| Aveo Capital Partners, LLC | 3,785 | $236.0K | 0.04% | −477−11.2% | Reduced |
| Valmark Advisers, Inc. | 3,789 | $236.0K | 0.00% | −275−6.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,788 | $236.0K | 0.15% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $236.0K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,807 | $237.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 3,802 | $237.0K | 0.01% | +1,405+58.6% | Added |
| Trinity Financial Advisors LLC | 3,810 | $238.0K | 0.14% | −500−11.6% | Reduced |
| Reilly Financial Advisors, LLC | 3,820 | $238.0K | 0.02% | +1,224+47.1% | Added |
| Opes Wealth Management LLC | 3,814 | $238.0K | 0.07% | +3,814 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,835 | $239.0K | 0.08% | −1,045−21.4% | Reduced |
| Truepoint, Inc. | 3,828 | $239.0K | 0.01% | +29+0.8% | Added |
| Lathrop Investment Management Corp | 3,828 | $239.0K | 0.05% | +66+1.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,839 | $239.0K | 0.10% | +3,839 | New |
| Keebeck Wealth Management, LLC | 3,842 | $240.0K | 0.04% | −24,717−86.5% | Reduced |
| Waterfront Wealth Inc. | 3,850 | $240.0K | 0.10% | −74−1.9% | Reduced |
| Rice Hall James & Associates, LLC | 3,870 | $241.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,866 | $241.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,868 | $241.0K | 0.02% | +219+6.0% | Added |
| Trust Co of Kansas | 3,878 | $242.0K | 0.13% | −325−7.7% | Reduced |
| Quest Capital Management Inc | 3,878 | $242.0K | 0.04% | +3,878 | New |
| Sandy Cove Advisors, LLC | 3,875 | $242.0K | 0.20% | +3,875 | New |
| Investment Advisory Group, LLC | 3,637 | $242.0K | 0.15% | +3,637 | New |
| InterOcean Capital Group, LLC | 3,899 | $243.0K | 0.01% | +3,899 | New |
| Fortitude Advisory Group L.L.C. | 3,897 | $243.0K | 0.12% | +3,897 | New |
| German American Bancorp, Inc. | 3,915 | $244.0K | 0.03% | +99+2.6% | Added |
| MA Private Wealth | 3,920 | $244.0K | 0.04% | +115+3.0% | Added |
| Dillon & Associates Inc | 3,955 | $245.0K | 0.04% | −463−10.5% | Reduced |
| Howard Capital Management Group, LLC | 3,924 | $245.0K | 0.02% | −70−1.8% | Reduced |
| Aua Capital Management, LLC | 3,937 | $245.0K | 0.14% | 00.0% | Unchanged |
| Doheny Asset Management | 3,929 | $245.0K | 0.17% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,925 | $245.0K | 0.13% | +3,925 | New |
| Saratoga Research & Investment Management | 3,977 | $248.0K | 0.01% | −1,366−25.6% | Reduced |
| Ssi Investment Management LLC | 4,003 | $248.0K | 0.01% | −10−0.2% | Reduced |
| Monticello Wealth Management, LLC | 3,973 | $248.0K | 0.02% | −15−0.4% | Reduced |
| Golden State Wealth Management, LLC | 3,976 | $248.0K | 0.04% | +3,976 | New |
| TriaGen Wealth Management LLC | 3,975 | $248.0K | 0.12% | +3,975 | New |
| Cassady Schiller Wealth Management, LLC | 3,983 | $248.0K | 0.15% | +3,983 | New |
| Endurance Wealth Management, Inc. | 3,988 | $249.0K | 0.03% | +55+1.4% | Added |
| Strengthening Families & Communities, LLC | 3,983 | $249.0K | 0.19% | +3,983 | New |
| Girard Partners Ltd. | 4,019 | $250.0K | 0.03% | −184−4.4% | Reduced |
| Orser Capital Management, LLC | 4,030 | $251.0K | 0.13% | −1,000−19.9% | Reduced |
| Connecticut Wealth Management, LLC | 4,042 | $252.0K | 0.02% | −723−15.2% | Reduced |
| Jag Capital Management, LLC | 4,041 | $252.0K | 0.02% | +77+1.9% | Added |
| Chelsea Counsel Co | 4,063 | $253.0K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 4,066 | $253.0K | 0.04% | +4,066 | New |
| First Citizens Financial Corp | 4,070 | $254.0K | 0.19% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 4,068 | $254.0K | 0.16% | +10+0.2% | Added |
| Long Run Wealth Advisors, LLC | 4,069 | $254.0K | 0.09% | +4,069 | New |
| Baron Silver Stevens Financial Advisors, LLC | 4,103 | $255.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 4,091 | $255.0K | 0.13% | +342+9.1% | Added |
| Two Sigma Securities, LLC | 4,110 | $256.0K | 0.05% | −12,866−75.8% | Reduced |
| Rock Point Advisors, LLC | 4,101 | $256.0K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,108 | $256.0K | 0.13% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,115 | $257.0K | 0.07% | −34,042−89.2% | Reduced |
| Gryphon Financial Partners LLC | 4,129 | $257.0K | 0.05% | −313−7.0% | Reduced |
| Integrated Investment Consultants, LLC | 4,121 | $257.0K | 0.07% | −287−6.5% | Reduced |
| Sand Hill Global Advisors, LLC | 4,128 | $257.0K | 0.01% | −7−0.2% | Reduced |
| Personal Wealth Partners | 4,129 | $257.0K | 0.11% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,115 | $257.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,145 | $258.0K | 0.07% | −1,882−31.2% | Reduced |
| PDS Planning, Inc | 4,144 | $258.0K | 0.05% | −1,041−20.1% | Reduced |
| Doliver Advisors, LP | 3,965 | $258.0K | 0.08% | +100+2.6% | Added |
| CVA Family Office, LLC | 4,146 | $258.0K | 0.06% | +2,343+130.0% | Added |
| Spinnaker Investment Group, LLC | 3,976 | $258.0K | 0.09% | +3,976 | New |
| Fairfield, Bush & Co. | 4,175 | $260.0K | 0.12% | −19,100−82.1% | Reduced |
| Winthrop Advisory Group LLC | 4,172 | $260.0K | 0.05% | −398−8.7% | Reduced |
| SkyOak Wealth, LLC | 4,194 | $261.0K | 0.07% | +3+0.1% | Added |
| Edge Capital Group, LLC | 4,193 | $261.0K | 0.02% | +698+20.0% | Added |
| Skba Capital Management LLC | 4,200 | $262.0K | 0.05% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 4,218 | $263.0K | 0.23% | +4,218 | New |
| Basepoint Wealth LLC | 4,220 | $263.1K | 0.26% | +4,220 | New |
| Private Ocean, LLC | 4,240 | $264.0K | 0.03% | +15+0.4% | Added |
| Keeley-Teton Advisors, LLC | 4,232 | $264.0K | 0.03% | +4,232 | New |
| Five Oceans Advisors | 4,258 | $265.0K | 0.23% | −25−0.6% | Reduced |
| Delta Investment Management, LLC | 4,252 | $265.0K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,264 | $266.0K | 0.07% | −3,682−46.3% | Reduced |
| EPG Wealth Management LLC | 4,276 | $267.0K | 0.09% | −3,268−43.3% | Reduced |
| Kings Point Capital Management | 4,280 | $267.0K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 4,303 | $268.0K | 0.03% | −1,337−23.7% | Reduced |
| Inscription Capital, LLC | 4,305 | $268.0K | 0.07% | +270+6.7% | Added |
| Acadian Asset Management LLC | 4,320 | $269.0K | 0.00% | 00.0% | Unchanged |
| Towercrest Capital Management | 4,307 | $269.0K | 0.05% | 00.0% | Unchanged |