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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 4,337 | $270.0K | 0.03% | +7+0.2% | Added |
| Hutchinson Capital Management | 4,349 | $271.0K | 0.06% | +30+0.7% | Added |
| StrategIQ Financial Group, LLC | 4,342 | $271.0K | 0.03% | +4,342 | New |
| Barr E S & Co | 4,367 | $272.0K | 0.02% | −333−7.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 4,364 | $272.0K | 0.12% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,360 | $272.0K | 0.15% | +50+1.2% | Added |
| Elm Advisors, LLC | 4,373 | $273.0K | 0.15% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 4,380 | $273.0K | 0.07% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 4,376 | $273.0K | 0.08% | +606+16.1% | Added |
| Full Sail Capital, LLC | 4,389 | $274.0K | 0.02% | +787+21.8% | Added |
| Legal Advantage Investments, Inc. | 4,400 | $274.0K | 0.19% | +4,400 | New |
| ARS Wealth Advisors Group, LLC | 4,405 | $275.0K | 0.05% | −999−18.5% | Reduced |
| Miracle Mile Advisors, LLC | 4,405 | $275.0K | 0.01% | −209−4.5% | Reduced |
| CMG Global Holdings, LLC | 4,417 | $275.0K | 0.18% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,398 | $275.0K | 0.08% | +138+3.2% | Added |
| Kolinsky Wealth Management, LLC | 4,416 | $275.0K | 0.25% | +4,416 | New |
| Jackson Square Capital, LLC | 4,426 | $276.0K | 0.08% | −39,689−90.0% | Reduced |
| Hendershot Investments Inc. | 4,431 | $276.0K | 0.04% | +1,064+31.6% | Added |
| Segment Wealth Management, LLC | 4,428 | $276.0K | 0.03% | +4,428 | New |
| Invst, LLC | 4,080 | $277.0K | 0.04% | −9,833−70.7% | Reduced |
| Summit Financial, LLC | 4,446 | $277.2K | 0.02% | +822+22.7% | Added |
| Strategic Blueprint, LLC | 4,454 | $278.0K | 0.04% | −2,896−39.4% | Reduced |
| D'Orazio & Associates, Inc. | 4,459 | $278.0K | 0.06% | +119+2.7% | Added |
| Legacy Financial Advisors, Inc. | 4,463 | $278.0K | 0.06% | +212+5.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,463 | $278.0K | 0.02% | +4,463 | New |
| West Oak Capital, LLC | 4,490 | $280.0K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,485 | $280.0K | 0.04% | +1,334+42.3% | Added |
| Quaker Wealth Management, LLC | 4,485 | $280.0K | 0.12% | +4,485 | New |
| Resource Management, LLC | 4,500 | $281.0K | 0.03% | −400−8.2% | Reduced |
| West Branch Capital LLC | 4,503 | $281.0K | 0.12% | −68−1.5% | Reduced |
| Winslow Asset Management Inc | 4,506 | $281.0K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 4,545 | $283.0K | 0.04% | +28+0.6% | Added |
| Waycross Partners, LLC | 4,557 | $284.0K | 0.16% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,556 | $284.0K | 0.71% | +4,556 | New |
| Keb Asset Management, LLC | 4,552 | $284.0K | 0.18% | +4,552 | New |
| Schrum Private Wealth Management LLC | 4,578 | $285.0K | 0.26% | +4,578 | New |
| Tranquilli Financial Advisor LLC | 4,594 | $286.0K | 0.20% | −50−1.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,374 | $286.0K | 0.23% | +263+6.4% | Added |
| Meitav Dash Investments Ltd | 4,606 | $287.0K | 0.00% | +605+15.1% | Added |
| Bridgefront Capital, LLC | 4,599 | $287.0K | 0.28% | +4,599 | New |
| Liberty Wealth Management LLC | 4,620 | $288.0K | 0.11% | −745−13.9% | Reduced |
| Soltis Investment Advisors LLC | 4,616 | $288.0K | 0.04% | −166−3.5% | Reduced |
| Vantage Consulting Group Inc | 4,616 | $288.0K | 0.08% | +764+19.8% | Added |
| Syntax Advisors, LLC | 4,616 | $288.0K | 0.21% | +4,616 | New |
| Mosaic Advisors LLC | 4,634 | $289.0K | 0.21% | +4,634 | New |
| Carson Advisory Inc. | 4,640 | $289.0K | 0.29% | +4,640 | New |
| Jump Financial, LLC | 4,643 | $290.0K | 0.02% | −9,132−66.3% | Reduced |
| Tradition Wealth Management, LLC | 4,654 | $290.0K | 0.04% | −5,360−53.5% | Reduced |
| Ascent Wealth Partners, LLC | 4,659 | $290.0K | 0.05% | −260−5.3% | Reduced |
| Lakeview Capital Partners, LLC | 4,653 | $290.0K | 0.17% | +214+4.8% | Added |
| Blackston Financial Advisory Group, LLC | 4,645 | $290.0K | 0.17% | +4,645 | New |
| MEMBERS Trust Co | 4,675 | $291.0K | 0.01% | −889−16.0% | Reduced |
| Wedgewood Partners Inc | 4,675 | $291.0K | 0.04% | −625−11.8% | Reduced |
| Terry L. Blaker | 4,677 | $292.0K | 0.02% | −720−13.3% | Reduced |
| Wimmer Associates 1, LLC | 4,690 | $292.0K | 0.16% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,708 | $293.0K | 0.09% | −199−4.1% | Reduced |
| Satovsky Asset Management LLC | 4,694 | $293.0K | 0.20% | +40+0.9% | Added |
| Camden National Bank | 4,703 | $293.0K | 0.05% | +260+5.9% | Added |
| Corrigan Financial, Inc. | 4,720 | $294.3K | 0.08% | +20.0% | Added |
| Vivaldi Capital Management, LLC | 4,739 | $295.0K | 0.07% | +15+0.3% | Added |
| Agate Pass Investment Management, LLC | 4,724 | $295.0K | 0.18% | +4,724 | New |
| SRS Capital Advisors, Inc. | 4,740 | $296.0K | 0.04% | −156−3.2% | Reduced |
| WestHill Financial Advisors, Inc. | 4,745 | $296.0K | 0.08% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,725 | $297.0K | 0.25% | −280−5.6% | Reduced |
| Monterey Private Wealth, Inc. | 4,777 | $298.0K | 0.15% | +9+0.2% | Added |
| Castle Rock Wealth Management, LLC | 4,690 | $298.0K | 0.12% | +259+5.8% | Added |
| Cypress Capital Management LLC | 4,803 | $299.0K | 0.03% | −41−0.8% | Reduced |
| Financial Partners Capital Management LLC | 4,825 | $300.8K | 0.05% | +425+9.7% | Added |
| Tradewinds Capital Management, LLC | 4,825 | $301.0K | 0.05% | −1,015−17.4% | Reduced |
| Wall Street Access Asset Management, LLC | 4,833 | $301.0K | 0.16% | +4,833 | New |
| West Family Investments, Inc. | 4,841 | $302.0K | 0.08% | −2,720−36.0% | Reduced |
| Fagan Associates, Inc. | 4,864 | $303.0K | 0.06% | −54,555−91.8% | Reduced |
| Asio Capital, LLC | 4,862 | $303.0K | 0.09% | −53,932−91.7% | Reduced |
| XTX Topco Ltd | 4,856 | $303.0K | 0.17% | −7,252−59.9% | Reduced |
| BTR Capital Management Inc | 4,895 | $305.0K | 0.03% | −775−13.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,890 | $305.0K | 0.18% | −100−2.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,895 | $305.0K | 0.02% | +1,390+39.7% | Added |
| First Business Financial Services, Inc. | 4,900 | $306.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,900 | $306.0K | 0.10% | +4,900 | New |
| MBA Advisors LLC | 4,915 | $306.0K | 0.19% | +4,915 | New |
| Pinnacle Private Wealth, LLC | 4,912 | $306.0K | 0.10% | +4,912 | New |
| Nadler Financial Group, Inc. | 4,930 | $307.0K | 0.05% | −378−7.1% | Reduced |
| Maven Securities LTD | 4,917 | $307.0K | 0.04% | +2,773+129.3% | Added |
| Foundations Investment Advisors, LLC | 4,769 | $309.0K | 0.01% | −81−1.7% | Reduced |
| LS Investment Advisors, LLC | 4,975 | $310.0K | 0.05% | −14,455−74.4% | Reduced |
| Fox Run Management, L.L.C. | 4,968 | $310.0K | 0.18% | −13,048−72.4% | Reduced |
| Brendel Financial Advisors LLC | 4,976 | $310.0K | 0.16% | +4,976 | New |
| XR Securities LLC | 4,991 | $311.0K | 0.04% | +4,991 | New |
| Royal Capital Wealth Management, LLC | 4,982 | $311.0K | 0.30% | +4,982 | New |
| Trust Co of Oklahoma | 4,992 | $311.3K | 0.11% | −1,150−18.7% | Reduced |
| Harvey Investment Co LLC | 5,005 | $312.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $312.0K | 0.06% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,996 | $312.0K | 0.17% | +4,996 | New |
| S.A. Mason LLC | 5,022 | $313.0K | 0.19% | +10.0% | Added |
| CX Institutional | 5,042 | $314.0K | 0.02% | −2,172−30.1% | Reduced |
| Financial Advisors, LLC | 5,049 | $315.0K | 0.10% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 5,050 | $315.0K | 0.02% | +79+1.6% | Added |
| Great Lakes Advisors, LLC | 5,058 | $316.0K | 0.00% | −273−5.1% | Reduced |
| New Jersey Better Educational Savings Trust | 5,074 | $316.0K | 0.70% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,065 | $316.0K | 0.15% | +5,065 | New |