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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 6,205 | $387.0K | 0.04% | −1,582−20.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,217 | $388.0K | 0.14% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 6,227 | $388.0K | 0.19% | +6,227 | New |
| CWA Asset Management Group, LLC | 6,242 | $389.0K | 0.03% | −728−10.4% | Reduced |
| Fieldpoint Private Securities, LLC | 6,253 | $390.0K | 0.08% | −1,315−17.4% | Reduced |
| Fortis Advisors, LLC | 6,262 | $390.0K | 0.23% | +3,262+108.7% | Added |
| Southeast Asset Advisors Inc. | 6,278 | $391.0K | 0.05% | −695−10.0% | Reduced |
| Community Bank of Raymore | 6,750 | $391.0K | 0.17% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,265 | $391.0K | 0.22% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 6,285 | $392.0K | 0.19% | +131+2.1% | Added |
| Ignite Planners, LLC | 6,058 | $393.0K | 0.26% | +6,058 | New |
| Bedel Financial Consulting, Inc. | 6,318 | $394.0K | 0.12% | −283−4.3% | Reduced |
| FLC Capital Advisors | 6,330 | $395.0K | 0.11% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,346 | $396.0K | 0.17% | −15,764−71.3% | Reduced |
| SNS Financial Group, LLC | 6,376 | $397.0K | 0.05% | −195−3.0% | Reduced |
| Becker Capital Management Inc | 6,373 | $397.0K | 0.02% | +978+18.1% | Added |
| Berger Financial Group, Inc | 6,362 | $397.0K | 0.05% | +2,564+67.5% | Added |
| JB Capital LLC | 6,374 | $397.4K | 0.04% | −302−4.5% | Reduced |
| Trillium Asset Management, LLC | 6,397 | $399.0K | 0.01% | −271−4.1% | Reduced |
| Cozad Asset Management Inc | 6,404 | $399.0K | 0.06% | −116−1.8% | Reduced |
| Tarbox Family Office, Inc. | 6,400 | $399.0K | 0.07% | −103−1.6% | Reduced |
| Advisors Management Group Inc | 6,396 | $399.0K | 0.12% | +271+4.4% | Added |
| TCI Wealth Advisors, Inc. | 6,411 | $400.0K | 0.06% | −698−9.8% | Reduced |
| Legacy Advisors, LLC | 6,415 | $400.0K | 0.15% | −420−6.1% | Reduced |
| RMR Wealth Builders | 6,408 | $400.0K | 0.11% | +238+3.9% | Added |
| Krane Funds Advisors LLC | 6,446 | $402.0K | 0.01% | −814−11.2% | Reduced |
| Security National Bank of Sioux City Iowa | 6,448 | $402.0K | 0.28% | 00.0% | Unchanged |
| King Wealth | 6,447 | $402.0K | 0.07% | +4+0.1% | Added |
| Angeles Investment Advisors, LLC | 6,465 | $403.0K | 0.02% | +558+9.4% | Added |
| Bridge Creek Capital Management LLC | 6,477 | $404.0K | 0.14% | +84+1.3% | Added |
| E&G Advisors, LP | 6,500 | $405.0K | 0.10% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 6,491 | $405.0K | 0.28% | +6,491 | New |
| Schnieders Capital Management LLC | 6,512 | $406.0K | 0.10% | −700−9.7% | Reduced |
| Pacific Global Investment Management CO | 6,519 | $406.0K | 0.07% | −523−7.4% | Reduced |
| Childress Capital Advisors, LLC | 6,531 | $407.0K | 0.17% | −1,351−17.1% | Reduced |
| Portland Global Advisors LLC | 6,538 | $408.0K | 0.07% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,590 | $411.0K | 0.21% | −175−2.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,588 | $411.0K | 0.30% | 00.0% | Unchanged |
| Bridgeworth, LLC | 6,604 | $412.0K | 0.09% | +677+11.4% | Added |
| Oak Harbor Wealth Partners, LLC | 6,613 | $412.0K | 0.14% | +6,613 | New |
| Insight Advisors, LLC | 6,619 | $413.0K | 0.12% | −720−9.8% | Reduced |
| Future Financial Wealth Managment LLC | 6,679 | $413.0K | 0.33% | +6,679 | New |
| AlphaStar Capital Management, LLC | 6,387 | $415.0K | 0.03% | −2,509−28.2% | Reduced |
| Investors Asset Management of Georgia Inc | 6,651 | $415.0K | 0.20% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6,655 | $415.0K | 0.10% | +683+11.4% | Added |
| Alliance Wealth Advisors, LLC | 6,674 | $416.0K | 0.34% | +6+0.1% | Added |
| Golden State Equity Partners | 6,711 | $418.0K | 0.21% | +408+6.5% | Added |
| Antonetti Capital Management LLC | 6,722 | $419.0K | 0.33% | +6+0.1% | Added |
| Wescott Financial Advisory Group, LLC | 6,723 | $419.0K | 0.22% | +1,223+22.2% | Added |
| IMS Capital Management | 6,742 | $420.0K | 0.22% | −4,885−42.0% | Reduced |
| HBW Advisory Services LLC | 6,748 | $421.0K | 0.10% | −680−9.2% | Reduced |
| Cheviot Value Management, LLC | 6,758 | $421.0K | 0.10% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,757 | $421.0K | 0.25% | +1,480+28.0% | Added |
| Pittenger & Anderson Inc | 6,775 | $422.0K | 0.02% | −82,241−92.4% | Reduced |
| Cypress Wealth Services, LLC | 6,775 | $422.0K | 0.12% | −562−7.7% | Reduced |
| Wedmont Private Capital | 6,537 | $422.0K | 0.13% | +6,537 | New |
| All Terrain Financial Advisors, LLC | 6,788 | $423.0K | 0.18% | −440−6.1% | Reduced |
| Insight Folios Inc | 6,802 | $424.0K | 0.20% | +614+9.9% | Added |
| AllSquare Wealth Management LLC | 6,850 | $427.0K | 0.25% | −200−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,870 | $428.0K | 0.09% | −3,204−31.8% | Reduced |
| Acorn Wealth Advisors, LLC | 6,860 | $428.0K | 0.27% | −196−2.8% | Reduced |
| Sittner & Nelson, LLC | 6,864 | $428.0K | 0.25% | +204+3.1% | Added |
| Twin Lakes Capital Management, LLC | 6,883 | $429.0K | 0.23% | +56+0.8% | Added |
| Sanchez Wealth Management Group | 6,894 | $430.0K | 0.18% | 00.0% | Unchanged |
| Highland Private Wealth Management | 6,919 | $431.0K | 0.05% | −2,069−23.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,909 | $431.0K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6,928 | $432.0K | 0.07% | +490+7.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,942 | $433.0K | 0.01% | −218−3.0% | Reduced |
| Almanack Investment Partners, LLC. | 6,963 | $434.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 6,959 | $434.0K | 0.26% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,033 | $435.0K | 0.03% | −478−6.4% | Reduced |
| Gemmer Asset Management LLC | 6,981 | $435.0K | 0.05% | +45+0.6% | Added |
| Keystone Wealth Services, LLC | 6,987 | $436.0K | 0.18% | +6,987 | New |
| SBK Financial, Inc. | 7,000 | $436.0K | 0.35% | +7,000 | New |
| Boston Research & Management Inc | 7,010 | $437.0K | 0.12% | −854−10.9% | Reduced |
| Marino, Stram & Associates LLC | 7,017 | $437.0K | 0.13% | −444−6.0% | Reduced |
| NorthRock Partners, LLC | 7,008 | $437.0K | 0.03% | +1,460+26.3% | Added |
| Columbia Asset Management | 7,026 | $438.0K | 0.09% | −1,975−21.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 7,047 | $439.0K | 0.22% | +11+0.2% | Added |
| McAdam, LLC | 7,035 | $439.0K | 0.04% | +136+2.0% | Added |
| Thoroughbred Financial Services, LLC | 7,074 | $441.0K | 0.09% | −767−9.8% | Reduced |
| Lantz Financial LLC | 7,076 | $441.0K | 0.20% | +1,564+28.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,084 | $442.0K | 0.07% | −14,791−67.6% | Reduced |
| E Fund Management Co., Ltd. | 7,086 | $442.0K | 0.02% | +171+2.5% | Added |
| RB Capital Management, LLC | 7,101 | $443.0K | 0.14% | −782−9.9% | Reduced |
| Summit Asset Management, LLC | 7,098 | $443.0K | 0.13% | −682−8.8% | Reduced |
| BSW Wealth Partners | 7,099 | $443.0K | 0.11% | +1,351+23.5% | Added |
| Perfromance Wealth Partners, LLC | 7,099 | $443.0K | 0.02% | +7,099 | New |
| BCS Wealth Management | 7,116 | $444.0K | 0.16% | +340+5.0% | Added |
| Atlas Capital Advisors LLC | 7,126 | $444.3K | 0.07% | −3,735−34.4% | Reduced |
| Tobam | 7,134 | $445.0K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 7,148 | $445.7K | 0.24% | +7,148 | New |
| Chilton Investment Co LLC | 7,156 | $446.0K | 0.01% | −1,100−13.3% | Reduced |
| Cohen Investment Advisors LLC | 7,161 | $446.0K | 0.32% | +61+0.9% | Added |
| JNBA Financial Advisors | 7,146 | $446.0K | 0.05% | +3,105+76.8% | Added |
| Cross Staff Investments Inc | 7,145 | $446.0K | 0.40% | +7,145 | New |
| Laurel Wealth Advisors LLC | 7,180 | $448.0K | 0.09% | −450−5.9% | Reduced |
| New South Capital Management Inc | 7,189 | $448.0K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 7,233 | $448.0K | 0.13% | +190+2.7% | Added |
| Guardian Wealth Advisors, LLC | 7,220 | $450.0K | 0.19% | +7,220 | New |