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 |
|---|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors LLC | 5,066 | $316.0K | 0.10% | +5,066 | New |
| Avion Wealth | 5,082 | $317.0K | 0.09% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 5,108 | $318.0K | 0.21% | +5,108 | New |
| Foster Group, Inc. | 5,121 | $319.0K | 0.03% | −61−1.2% | Reduced |
| Hall Laurie J Trustee | 5,110 | $319.0K | 0.11% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 5,114 | $319.0K | 0.09% | +307+6.4% | Added |
| Onyx Bridge Wealth Group LLC | 5,194 | $321.0K | 0.11% | +969+22.9% | Added |
| MONECO Advisors, LLC | 5,043 | $323.0K | 0.12% | −284−5.3% | Reduced |
| Advisor OS, LLC | 5,202 | $323.0K | 0.07% | −52−1.0% | Reduced |
| Exeter Financial, LLC | 4,961 | $323.0K | 0.18% | 00.0% | Unchanged |
| Columbus Macro, LLC | 5,227 | $326.0K | 0.11% | −340−6.1% | Reduced |
| Journey Strategic Wealth LLC | 5,226 | $326.0K | 0.03% | +5,226 | New |
| Osborne Partners Capital Management, LLC | 5,248 | $327.0K | 0.02% | −1,275−19.5% | Reduced |
| Proficio Capital Partners LLC | 5,253 | $328.0K | 0.05% | −671−11.3% | Reduced |
| Cahaba Wealth Management, Inc. | 5,259 | $328.0K | 0.04% | +1,481+39.2% | Added |
| L2 Asset Management, LLC | 5,256 | $328.0K | 0.23% | +5,256 | New |
| S.C. Financial Services, Inc. | 5,077 | $328.0K | 0.38% | +5,077 | New |
| HMS Capital Management, LLC | 5,269 | $329.0K | 0.14% | −450−7.9% | Reduced |
| IMA Wealth, Inc. | 5,282 | $329.0K | 0.07% | 00.0% | Unchanged |
| CastleKnight Management LP | 5,300 | $330.0K | 0.12% | +5,300 | New |
| Apriem Advisors | 5,323 | $332.0K | 0.05% | −648−10.9% | Reduced |
| Meridian Wealth Advisors, LLC | 5,325 | $332.0K | 0.08% | −85−1.6% | Reduced |
| Pacitti Group Inc. | 5,328 | $332.0K | 0.22% | +10.0% | Added |
| Barrett Asset Management, LLC | 5,347 | $333.0K | 0.01% | +398+8.0% | Added |
| Pine Haven Investment Counsel, Inc | 5,371 | $335.0K | 0.31% | +5,371 | New |
| Advisor Resource Council | 5,389 | $336.0K | 0.03% | +5,389 | New |
| Heck Capital Advisors, LLC | 5,403 | $336.9K | 0.06% | −3,662−40.4% | Reduced |
| Bray Capital Advisors | 5,420 | $338.0K | 0.08% | −15,799−74.5% | Reduced |
| PFG Advisors | 5,417 | $338.0K | 0.03% | −840−13.4% | Reduced |
| Riverbridge Partners LLC | 5,425 | $338.0K | 0.00% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,400 | $339.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,445 | $340.0K | 0.01% | +195+3.7% | Added |
| Insight Wealth Partners, LLC | 5,455 | $340.0K | 0.19% | +5,455 | New |
| Sage Mountain Advisors LLC | 5,473 | $341.0K | 0.04% | −1,337−19.6% | Reduced |
| Tempus Wealth Planning, LLC | 5,477 | $341.0K | 0.18% | −243−4.2% | Reduced |
| Sonora Investment Management Group, LLC | 5,475 | $341.0K | 0.04% | +5,475 | New |
| M&R Capital Management Inc | 5,500 | $342.0K | 0.07% | −700−11.3% | Reduced |
| Clean Yield Group | 5,478 | $342.0K | 0.11% | −128−2.3% | Reduced |
| Mattern Wealth Management LLC | 5,500 | $343.0K | 0.10% | −100−1.8% | Reduced |
| Adams Asset Advisors, LLC | 5,510 | $343.0K | 0.06% | 00.0% | Unchanged |
| Beck Bode, LLC | 5,517 | $344.0K | 0.09% | +286+5.5% | Added |
| Crestwood Advisors Group LLC | 5,517 | $344.0K | 0.01% | +441+8.7% | Added |
| 55I, LLC | 5,566 | $346.0K | 0.01% | −6,962−55.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,557 | $346.0K | 0.19% | −1,305−19.0% | Reduced |
| GHP Investment Advisors, Inc. | 5,546 | $346.0K | 0.02% | −1,227−18.1% | Reduced |
| Barings LLC | 5,562 | $347.0K | 0.01% | −774−12.2% | Reduced |
| Oak Harvest Investment Services | 5,561 | $347.0K | 0.09% | +171+3.2% | Added |
| Twin Focus Capital Partners, LLC | 5,584 | $348.0K | 0.07% | +1,022+22.4% | Added |
| Santori & Peters | 5,627 | $350.0K | 0.18% | +36+0.6% | Added |
| Brown Advisory Securities, LLC | 5,696 | $351.0K | 0.15% | −13,181−69.8% | Reduced |
| V Wealth Advisors LLC | 5,636 | $351.0K | 0.05% | −846−13.1% | Reduced |
| RiverGlades Family Offices LLC | 5,650 | $352.0K | 0.26% | 00.0% | Unchanged |
| Hudock, Inc. | 5,663 | $353.0K | 0.10% | −28−0.5% | Reduced |
| Weatherly Asset Management L. P. | 5,672 | $354.0K | 0.04% | −639−10.1% | Reduced |
| Mosaic Family Wealth, LLC | 5,694 | $355.0K | 0.09% | −751−11.7% | Reduced |
| Convergence Investment Partners, LLC | 5,688 | $355.0K | 0.18% | −280−4.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | – | $356.0K | 0.03% | – | – |
| Pathstone Family Office, LLC | 5,733 | $357.0K | 0.01% | −2,674−31.8% | Reduced |
| Burt Wealth Advisors | 5,718 | $357.0K | 0.12% | −665−10.4% | Reduced |
| Overbrook Management Corp | 5,740 | $358.0K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,360 | $358.0K | 0.03% | +775+16.9% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,780 | $360.0K | 0.06% | +195+3.5% | Added |
| DRW Securities, LLC | 5,771 | $360.0K | 0.03% | +5,771 | New |
| Parcion Private Wealth LLC | 5,580 | $362.0K | 0.03% | +10.0% | Added |
| Colonial Trust Advisors | 5,821 | $363.0K | 0.04% | −873−13.0% | Reduced |
| Gratus Capital LLC | 5,828 | $363.0K | 0.03% | −666−10.3% | Reduced |
| Meridian Investment Counsel Inc. | 5,854 | $365.0K | 0.12% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 5,850 | $365.0K | 0.21% | 00.0% | Unchanged |
| Manteio Capital LLC | 5,864 | $366.0K | 0.47% | +5,864 | New |
| Amussen Hunsaker Associates LLC | 5,917 | $367.0K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,906 | $368.0K | 0.16% | −320−5.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,920 | $369.0K | 0.08% | +277+4.9% | Added |
| Kore Private Wealth LLC | 5,913 | $369.0K | 0.04% | +313+5.6% | Added |
| L & S Advisors Inc | 5,947 | $371.0K | 0.04% | −187−3.0% | Reduced |
| Collective Family Office LLC | 6,004 | $374.0K | 0.15% | −529−8.1% | Reduced |
| Perritt Capital Management Inc | 6,005 | $374.0K | 0.19% | +10+0.2% | Added |
| GYL Financial Synergies, LLC | 5,995 | $374.0K | 0.10% | +1,123+23.1% | Added |
| Hamel Associates, Inc. | 6,033 | $376.0K | 0.13% | −724−10.7% | Reduced |
| Probity Advisors, Inc. | 6,031 | $376.0K | 0.07% | +711+13.4% | Added |
| IFG Advisors, LLC | 6,044 | $377.0K | 0.16% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 6,039 | $377.0K | 0.12% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 6,071 | $378.0K | 0.00% | −775−11.3% | Reduced |
| Weaver Consulting Group | 6,057 | $378.0K | 0.18% | −347−5.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,055 | $378.0K | 0.10% | +56+0.9% | Added |
| Oxford Financial Group Ltd | 6,057 | $378.0K | 0.04% | +263+4.5% | Added |
| Powell Investment Advisors, LLC | 6,073 | $379.0K | 0.22% | 00.0% | Unchanged |
| First National Bank | 6,082 | $379.0K | 0.33% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,073 | $379.0K | 0.05% | +357+6.2% | Added |
| Ritter Daniher Financial Advisory, LLC | 6,105 | $381.0K | 0.25% | −165−2.6% | Reduced |
| Clark Financial Services Group Inc | 6,113 | $381.0K | 0.26% | −136−2.2% | Reduced |
| Capital Square, LLC | 6,140 | $381.0K | 0.26% | +49+0.8% | Added |
| Profit Investment Management, LLC | 6,137 | $382.0K | 0.24% | 00.0% | Unchanged |
| Connolly Sarah T. | 6,125 | $382.0K | 0.21% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,122 | $382.0K | 0.05% | +6,122 | New |
| RSM US Wealth Management LLC | 6,143 | $383.0K | 0.02% | −1,345−18.0% | Reduced |
| Geller Advisors LLC | 6,149 | $383.0K | 0.07% | +243+4.1% | Added |
| BBR Partners, LLC | 6,142 | $383.0K | 0.04% | +1,834+42.6% | Added |
| SkyView Investment Advisors, LLC | 4,825 | $383.0K | 0.09% | +1,303+37.0% | Added |
| DAGCO, Inc. | 6,160 | $384.0K | 0.15% | −445−6.7% | Reduced |
| Nixon Peabody Trust Co | 6,171 | $385.0K | 0.12% | +6,171 | New |