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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 8,754 | $546.0K | 0.09% | +991+12.8% | Added |
| LCNB Corp | 8,774 | $547.0K | 0.25% | −37−0.4% | Reduced |
| Tudor Investment Corp Et Al | 8,809 | $549.0K | 0.01% | −186,135−95.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,819 | $550.0K | 0.32% | −290−3.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,860 | $552.0K | 0.22% | +200+2.3% | Added |
| Shufro Rose & Co LLC | 8,882 | $554.0K | 0.04% | 00.0% | Unchanged |
| Inverness Counsel LLC | 8,880 | $554.0K | 0.02% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,905 | $554.0K | 0.43% | +8,905 | New |
| Gould Asset Management LLC | 8,910 | $556.0K | 0.16% | +1,035+13.1% | Added |
| Secure Asset Management, LLC | 8,941 | $557.0K | 0.23% | −989−10.0% | Reduced |
| Cottage Street Advisors LLC | 8,940 | $557.0K | 0.32% | −141−1.6% | Reduced |
| Norway Savings Bank | 8,947 | $557.0K | 0.24% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 8,947 | $558.0K | 0.11% | +200+2.3% | Added |
| Linscomb & Williams, Inc. | 8,960 | $559.0K | 0.03% | +310+3.6% | Added |
| Capital Analysts, LLC | 8,993 | $561.0K | 0.03% | +893+11.0% | Added |
| MQS Management LLC | 9,034 | $563.0K | 0.90% | +9,034 | New |
| Minot Wealth Management LLC | 9,072 | $566.0K | 0.11% | −13,645−60.1% | Reduced |
| Cooper Financial Group | 9,114 | $568.0K | 0.21% | −1,197−11.6% | Reduced |
| 1620 Investment Advisors, Inc. | 9,125 | $569.0K | 0.64% | +9,125 | New |
| Abbrea Capital, LLC | 9,147 | $570.0K | 0.08% | −60−0.7% | Reduced |
| Green Square Capital Advisors LLC | 9,194 | $573.0K | 0.11% | −16,158−63.7% | Reduced |
| Peddock Capital Advisors, LLC | 9,184 | $573.0K | 0.19% | −512−5.3% | Reduced |
| Winning Points Advisors, LLC | 12,666 | $574.0K | 0.42% | +255+2.1% | Added |
| SPC Financial, Inc. | 9,200 | $574.0K | 0.06% | +275+3.1% | Added |
| Lynch & Associates | 9,236 | $576.0K | 0.14% | +670+7.8% | Added |
| Cornerstone Capital, Inc. | 9,250 | $577.0K | 0.06% | −5,190−35.9% | Reduced |
| River Wealth Advisors LLC | 9,249 | $577.0K | 0.09% | −82−0.9% | Reduced |
| Davidson Trust Co | 9,276 | $578.0K | 0.40% | +331+3.7% | Added |
| Heritage Trust Co | 9,290 | $579.0K | 0.07% | +578+6.6% | Added |
| Ascent Group, LLC | 9,105 | $579.0K | 0.07% | +9,105 | New |
| Marcum Wealth, LLC | 9,299 | $580.0K | 0.08% | +204+2.2% | Added |
| Red Door Wealth Management, LLC | 9,303 | $580.0K | 0.19% | +1,351+17.0% | Added |
| Aspen Investment Management Inc | 9,326 | $581.0K | 0.29% | −2,529−21.3% | Reduced |
| Vigilant Capital Management, LLC | 9,399 | $586.0K | 0.04% | +7,478+389.3% | Added |
| Grandview Asset Management LLC | 9,403 | $586.0K | 0.24% | +9,403 | New |
| Windsor Group LTD | 9,450 | $587.0K | 0.11% | −516−5.2% | Reduced |
| Ironwood Investment Management LLC | 9,439 | $589.0K | 0.29% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,455 | $590.0K | 0.03% | +9,455 | New |
| Roof Eidam & Maycock | 9,483 | $591.0K | 0.20% | −2,250−19.2% | Reduced |
| Bowen Hanes & Co Inc | 9,490 | $592.0K | 0.02% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,101 | $593.0K | 0.32% | −145−1.6% | Reduced |
| Bar Harbor Trust Services | 9,538 | $595.0K | 0.16% | −748−7.3% | Reduced |
| TRUE Private Wealth Advisors | 9,544 | $595.0K | 0.08% | −533−5.3% | Reduced |
| Main Street Financial Solutions, LLC | 9,558 | $596.0K | 0.08% | +1,377+16.8% | Added |
| Modera Wealth Management, LLC | 9,599 | $598.0K | 0.02% | −1,077−10.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 9,589 | $598.0K | 0.63% | +9,589 | New |
| Lindbrook Capital, LLC | 9,603 | $599.0K | 0.09% | +2,054+27.2% | Added |
| Franklin Street Advisors Inc | 9,631 | $600.0K | 0.05% | −575−5.6% | Reduced |
| Hartline Investment Corp | 9,648 | $602.0K | 0.08% | −3,255−25.2% | Reduced |
| MBM Wealth Consultants, LLC | 9,675 | $603.0K | 0.25% | +2,090+27.6% | Added |
| Clear Perspective Advisors, LLC | 9,680 | $604.0K | 0.18% | −1,846−16.0% | Reduced |
| Vanguard Capital Wealth Advisors | 9,700 | $604.0K | 0.43% | +350+3.7% | Added |
| Abacus Planning Group, Inc. | 9,727 | $606.0K | 0.16% | −163−1.6% | Reduced |
| Allred Capital Management, LLC | 9,737 | $607.0K | 0.29% | +315+3.3% | Added |
| Appleton Partners Inc | 9,757 | $608.0K | 0.05% | −2,927−23.1% | Reduced |
| St. Clair Advisors, LLC | 9,770 | $609.2K | 0.35% | +137+1.4% | Added |
| Mitchell Sinkler & Starr | 9,785 | $610.0K | 0.18% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 9,838 | $610.0K | 0.11% | +9,838 | New |
| Field & Main Bank | 9,822 | $612.0K | 0.35% | −1,150−10.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,863 | $615.0K | 0.07% | −14,650−59.8% | Reduced |
| Ellis Investment Partners, LLC | 9,876 | $615.0K | 0.14% | +246+2.6% | Added |
| Hemenway Trust Co LLC | 9,876 | $616.0K | 0.06% | −9,494−49.0% | Reduced |
| Frisch Financial Group, Inc. | 9,894 | $616.0K | 0.19% | +219+2.3% | Added |
| Diversified Portfolios, Inc. | 9,884 | $616.0K | 0.15% | +1,800+22.3% | Added |
| Cowen and Company, LLC | 9,908 | $618.0K | 0.06% | −26,405−72.7% | Reduced |
| CNB Bank | 9,936 | $620.0K | 0.34% | −183−1.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 9,950 | $620.0K | 0.54% | +9,950 | New |
| Hillsdale Investment Management Inc. | 9,978 | $621.0K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 9,957 | $621.0K | 0.26% | +1,737+21.1% | Added |
| BOK Financial Private Wealth, Inc. | 9,993 | $623.0K | 0.04% | −1,787−15.2% | Reduced |
| Coho Partners, Ltd. | 10,000 | $623.0K | 0.01% | −1,400−12.3% | Reduced |
| LCM Capital Management Inc | 9,996 | $623.0K | 0.48% | +145+1.5% | Added |
| Park Circle Co | 10,000 | $624.0K | 0.51% | 00.0% | Unchanged |
| Intrua Financial, LLC | 10,078 | $628.0K | 0.11% | +723+7.7% | Added |
| Trustco Bank Corp N Y | 10,096 | $630.0K | 0.55% | −425−4.0% | Reduced |
| Summit Financial Group Inc | 10,100 | $630.0K | 0.21% | +480+5.0% | Added |
| CSS LLC | 10,100 | $630.0K | 0.03% | +5,000+98.0% | Added |
| Allen Investment Management LLC | 10,108 | $630.0K | 0.01% | +10,108 | New |
| Visionary Wealth Advisors | 10,141 | $632.0K | 0.05% | +2,514+33.0% | Added |
| Puzo Michael J | 10,184 | $634.0K | 0.18% | −600−5.6% | Reduced |
| Paradigm Capital Management Inc | 10,200 | $636.0K | 0.03% | −200−1.9% | Reduced |
| Parkside Financial Bank & Trust | 10,189 | $636.0K | 0.16% | +1,121+12.4% | Added |
| Beacon Financial Advisory LLC | 10,264 | $640.0K | 0.30% | −171−1.6% | Reduced |
| American Trust Investment Advisors, LLC | 10,258 | $640.0K | 0.32% | +1,755+20.6% | Added |
| Marietta Investment Partners LLC | 10,300 | $642.0K | 0.14% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10,379 | $647.0K | 0.39% | −110−1.0% | Reduced |
| Millennium Capital Advisors, LLC | 10,427 | $650.1K | 0.51% | +10,427 | New |
| Sunflower Bank, N.A. | 10,464 | $653.0K | 0.09% | −77−0.7% | Reduced |
| Occidental Asset Management, LLC | 10,496 | $654.0K | 0.16% | −1,100−9.5% | Reduced |
| Ferris Capital, LLC | 10,496 | $654.0K | 0.14% | −79−0.7% | Reduced |
| Benin Management CORP | 10,509 | $655.0K | 0.20% | +300+2.9% | Added |
| Quantinno Capital Management LP | 10,524 | $656.0K | 0.12% | +10,524 | New |
| Sargent Investment Group, LLC | 10,587 | $660.0K | 0.15% | −360−3.3% | Reduced |
| Round Hill Asset Management | 10,584 | $660.0K | 0.33% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 10,600 | $661.0K | 0.11% | −640−5.7% | Reduced |
| Somerville Kurt F | 10,607 | $661.0K | 0.09% | −500−4.5% | Reduced |
| Tompkins Financial Corp | 10,621 | $662.0K | 0.12% | +820+8.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,654 | $664.0K | 0.29% | −1,910−15.2% | Reduced |
| Oakworth Capital, Inc. | 10,675 | $666.0K | 0.06% | +27+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 10,676 | $666.0K | 0.14% | +5,548+108.2% | Added |