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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 6,767 | $452.0K | 0.03% | −826−10.9% | Reduced |
| First Light Asset Management, LLC | 7,256 | $452.0K | 0.03% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,246 | $452.0K | 0.21% | +750+11.5% | Added |
| Domani Wealth, LLC | 7,265 | $453.0K | 0.09% | 00.0% | Unchanged |
| Maryland Capital Management | 7,283 | $454.0K | 0.02% | −528−6.8% | Reduced |
| Private Capital Group, LLC | 7,294 | $455.0K | 0.10% | −1,218−14.3% | Reduced |
| Successful Portfolios LLC | 7,312 | $456.0K | 0.25% | −75−1.0% | Reduced |
| Bank of Stockton | 7,325 | $457.0K | 0.13% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 7,050 | $457.0K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,333 | $457.0K | 0.06% | +2,632+56.0% | Added |
| Carl P. Sherr & Co., LLC | 7,339 | $458.0K | 0.28% | +75+1.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,329 | $458.0K | 0.19% | +150+2.1% | Added |
| Van Hulzen Asset Management, LLC | 7,366 | $459.0K | 0.05% | −6,640−47.4% | Reduced |
| Prentiss Smith & Co Inc | 7,361 | $459.0K | 0.22% | −140−1.9% | Reduced |
| Security Asset Management | 7,355 | $459.0K | 0.18% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 7,371 | $460.0K | 0.18% | −1,343−15.4% | Reduced |
| Yarbrough Capital, LLC | 7,400 | $461.0K | 0.02% | +7,400 | New |
| O'Brien Greene & Co. Inc | 7,426 | $463.0K | 0.15% | −184−2.4% | Reduced |
| Shayne & Co., LLC | 7,426 | $463.0K | 0.25% | +2,908+64.4% | Added |
| Vicus Capital | 7,149 | $464.0K | 0.05% | +7,149 | New |
| LBMC Investment Advisors, LLC | 7,457 | $465.0K | 0.04% | +6+0.1% | Added |
| Merrion Investment Management Co, LLC | 7,485 | $466.0K | 0.34% | −1,000−11.8% | Reduced |
| VeraBank, N.A. | 7,471 | $466.0K | 0.24% | 00.0% | Unchanged |
| Ellevest, Inc. | 7,481 | $466.0K | 0.04% | +4,707+169.7% | Added |
| Financial Advisory Service, Inc. | 7,487 | $467.0K | 0.04% | −289−3.7% | Reduced |
| Marshall Wace, LLP | 7,520 | $469.0K | 0.00% | +1,362+22.1% | Added |
| Reuter James Wealth Management, LLC | 7,535 | $470.0K | 0.18% | +7,535 | New |
| ERTS Wealth Advisors, LLC | 7,605 | $474.0K | 0.11% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 7,599 | $474.0K | 0.12% | +63+0.8% | Added |
| SP Asset Management | 7,265 | $474.0K | 0.05% | +113+1.6% | Added |
| Townsend Asset Management Corp | 7,633 | $476.0K | 0.23% | −289−3.6% | Reduced |
| Asset Management Corp | 7,633 | $476.0K | 0.28% | −152−2.0% | Reduced |
| Levy Wealth Management Group, LLC | 7,650 | $477.0K | 0.22% | +54+0.7% | Added |
| Peoples Bank | 7,680 | $479.0K | 0.24% | −150−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 7,696 | $480.0K | 0.08% | 00.0% | Unchanged |
| Wrapmanager Inc | 7,696 | $480.0K | 0.12% | +2,936+61.7% | Added |
| Maple Capital Management, Inc. | 7,717 | $481.0K | 0.05% | −1,400−15.4% | Reduced |
| Financial Architects, Inc | 7,744 | $483.0K | 0.07% | −95−1.2% | Reduced |
| Sunbelt Securities, Inc. | 7,325 | $483.0K | 0.08% | +457+6.7% | Added |
| Founders Financial Alliance, LLC | 7,758 | $484.0K | 0.19% | +574+8.0% | Added |
| Cedar Wealth Management, LLC | 7,780 | $485.0K | 0.20% | +4,372+128.3% | Added |
| Graypoint LLC | 7,788 | $486.0K | 0.05% | −124−1.6% | Reduced |
| Boston Common Asset Management, LLC | 7,795 | $486.0K | 0.02% | +410+5.6% | Added |
| CoreCap Advisors, LLC | 7,788 | $486.0K | 0.03% | +7,788 | New |
| Capstone Financial Advisors, Inc. | 7,840 | $489.0K | 0.04% | +659+9.2% | Added |
| Capital Investment Counsel, Inc | 7,856 | $490.0K | 0.09% | −400−4.8% | Reduced |
| Farmers Trust Co | 7,866 | $490.0K | 0.10% | −224−2.8% | Reduced |
| Zhang Financial LLC | 7,874 | $491.0K | 0.09% | +2,761+54.0% | Added |
| Piscataqua Savings Bank | 7,923 | $493.0K | 0.39% | −129−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 7,899 | $493.0K | 0.32% | +20+0.3% | Added |
| Regatta Capital Group, LLC | 7,911 | $493.0K | 0.17% | +7,911 | New |
| Bill Few Associates, Inc. | 7,905 | $493.0K | 0.26% | +7,905 | New |
| Stelac Advisory Services LLC | 7,915 | $494.0K | 0.13% | −415−5.0% | Reduced |
| Paradigm Financial Partners, LLC | 7,918 | $494.0K | 0.10% | +917+13.1% | Added |
| Albert D Mason Inc | 7,920 | $494.0K | 0.29% | +2,580+48.3% | Added |
| Old North State Wealth Management, LLC | 7,929 | $494.9K | 0.50% | +7,929 | New |
| CFS Investment Advisory Services, LLC | 7,634 | $495.0K | 0.07% | +4,121+117.3% | Added |
| Wolff Financial Management LLC | 7,940 | $495.0K | 0.19% | +7,940 | New |
| Brandywine Oak Private Wealth LLC | 7,963 | $496.0K | 0.05% | −2,154−21.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,971 | $496.0K | 0.04% | +215+2.8% | Added |
| McLean Asset Management Corp | 7,653 | $496.0K | 0.19% | +344+4.7% | Added |
| Wedgewood Investors Inc | 7,975 | $497.0K | 0.59% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 8,022 | $500.0K | 0.29% | −39−0.5% | Reduced |
| SC&H Financial Advisors, Inc. | 8,019 | $500.0K | 0.28% | +8,019 | New |
| Plancorp, LLC | 8,039 | $501.0K | 0.03% | −394−4.7% | Reduced |
| ASB Consultores, LLC | 8,050 | $502.0K | 0.25% | +8,050 | New |
| O'Dell Group, LLC | 8,061 | $503.0K | 0.15% | −641−7.4% | Reduced |
| Grace & White Inc | 8,073 | $503.0K | 0.09% | 00.0% | Unchanged |
| Dearborn Partners LLC | 8,084 | $504.0K | 0.02% | −2,507−23.7% | Reduced |
| WNY Asset Management, LLC | 8,142 | $504.0K | 0.15% | −1,328−14.0% | Reduced |
| Corundum Group, Inc. | 8,104 | $505.0K | 0.33% | +866+12.0% | Added |
| Israel Discount Bank of New York | 8,106 | $506.0K | 0.31% | −370−4.4% | Reduced |
| Lebenthal Global Advisors, LLC | 8,136 | $507.0K | 0.21% | +8,136 | New |
| Matrix Asset Advisors Inc | 8,181 | $510.0K | 0.07% | −9−0.1% | Reduced |
| Davis R M Inc | 8,243 | $514.0K | 0.01% | −10.0% | Reduced |
| IVC Wealth Advisors LLC | 8,263 | $515.0K | 0.33% | +270+3.4% | Added |
| Old Mission Investment Co LLC | 8,275 | $515.9K | 0.19% | +255+3.2% | Added |
| Cadence Bank NA | 8,273 | $516.0K | 0.14% | −154−1.8% | Reduced |
| Grove Bank & Trust | 8,266 | $516.0K | 0.10% | +545+7.1% | Added |
| Linker Capital Management Inc. | 8,272 | $516.0K | 0.50% | +8,272 | New |
| Accurate Wealth Management, LLC | 8,824 | $518.0K | 0.43% | +358+4.2% | Added |
| Hilton Capital Management, LLC | 8,335 | $520.0K | 0.05% | +109+1.3% | Added |
| Triad Financial Advisors, Inc. | 8,373 | $522.0K | 0.31% | +8,373 | New |
| Eagle Bay Advisors LLC | 8,437 | $523.0K | 0.34% | −2,089−19.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,381 | $523.0K | 0.28% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,382 | $523.0K | 0.04% | +8,382 | New |
| Zuckerman Investment Group, LLC | 8,411 | $524.0K | 0.08% | −10,131−54.6% | Reduced |
| Wealth Architects, LLC | 8,404 | $524.0K | 0.09% | −627−6.9% | Reduced |
| Northstar Group, Inc. | 8,416 | $525.0K | 0.13% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8,416 | $525.0K | 0.08% | +520+6.6% | Added |
| Laird Norton Trust Company, LLC | 8,440 | $526.0K | 0.05% | +108+1.3% | Added |
| Schwerin Boyle Capital Management Inc | 8,475 | $528.0K | 0.04% | −200−2.3% | Reduced |
| First Foundation Advisors | 8,508 | $530.0K | 0.02% | −4,057−32.3% | Reduced |
| Blue Fin Capital, Inc. | 8,508 | $530.0K | 0.15% | −350−4.0% | Reduced |
| Day & Ennis, LLC | 8,505 | $530.0K | 0.17% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 8,509 | $530.0K | 0.02% | +176+2.1% | Added |
| Colonial River Wealth Management, LLC | 8,590 | $536.0K | 0.29% | +8,590 | New |
| Schonfeld Strategic Advisors LLC | 8,600 | $537.0K | 0.01% | −113,239−92.9% | Reduced |
| Widmann Financial Services, Inc. | 8,636 | $538.0K | 0.44% | +8,636 | New |
| Hexagon Capital Partners LLC | 8,747 | $545.0K | 0.14% | +1,991+29.5% | Added |