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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 38,223 | $2.38M | 1.59% | +1,156+3.1% | Added |
| Empirical Finance, LLC | 38,152 | $2.38M | 0.28% | +10,041+35.7% | Added |
| Altrafin AG | 38,000 | $2.37M | 0.86% | +38,000 | New |
| Silvant Capital Management LLC | 37,945 | $2.37M | 0.40% | −1,491−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 37,932 | $2.37M | 0.07% | −4,879−11.4% | Reduced |
| Logan Capital Management Inc | 37,913 | $2.36M | 0.10% | −655−1.7% | Reduced |
| Bremer Bank National Association | 37,742 | $2.35M | 0.39% | −9,354−19.9% | Reduced |
| TBH Global Asset Management, LLC | 37,467 | $2.34M | 0.48% | −19,614−34.4% | Reduced |
| Gries Financial LLC | 37,432 | $2.33M | 0.95% | +18,427+97.0% | Added |
| Old Second National Bank of Aurora | 37,953 | $2.33M | 0.69% | −2,543−6.3% | Reduced |
| Enhancing Capital LLC | 37,300 | $2.33M | 2.53% | +37,300 | New |
| Hikari Power Ltd | 37,280 | $2.32M | 0.22% | +10,830+40.9% | Added |
| Pendal Group Limited | 37,272 | $2.32M | 0.02% | +37,272 | New |
| Signaturefd, LLC | 37,203 | $2.32M | 0.07% | +1,512+4.2% | Added |
| Resonant Capital Advisors, LLC | 37,205 | $2.32M | 0.35% | +5,929+19.0% | Added |
| IBM Retirement Fund | 37,154 | $2.32M | 0.29% | −25,983−41.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,910 | $2.30M | 0.66% | +2,017+5.8% | Added |
| Gs Investments, Inc. | 36,817 | $2.30M | 1.11% | −840−2.2% | Reduced |
| Essex Financial Services, Inc. | 36,806 | $2.29M | 0.23% | −2,150−5.5% | Reduced |
| Rockwood Wealth Management, LLC | 36,622 | $2.28M | 1.01% | +36,622 | New |
| Crescent Capital Consulting, LLC | 36,491 | $2.28M | 0.38% | −271−0.7% | Reduced |
| Jefferies Group LLC | 36,500 | $2.28M | 0.04% | −156,350−81.1% | Reduced |
| Viewpoint Capital Management LLC | 36,492 | $2.27M | 1.65% | +36,492 | New |
| Ancora Advisors, LLC | 36,336 | $2.27M | 0.05% | −885−2.4% | Reduced |
| Stoneridge Investment Partners LLC | 36,050 | $2.25M | 1.04% | +36,050 | New |
| Cacti Asset Management LLC | 35,950 | $2.24M | 0.18% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 35,947 | $2.24M | 0.72% | +6,684+22.8% | Added |
| Gifford Fong Associates | 35,899 | $2.24M | 0.39% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 35,778 | $2.23M | 0.88% | +3,758+11.7% | Added |
| New England Research & Management, Inc. | 35,437 | $2.21M | 1.07% | −2,300−6.1% | Reduced |
| Resources Investment Advisors, LLC. | 35,375 | $2.21M | 0.08% | +9,305+35.7% | Added |
| Advent Capital Management | 35,000 | $2.18M | 0.04% | +35,000 | New |
| HBK Sorce Advisory LLC | 34,940 | $2.18M | 0.11% | −31−0.1% | Reduced |
| Boyar Asset Management Inc. | 34,685 | $2.16M | 1.30% | −100−0.3% | Reduced |
| Hanson & Doremus Investment Management | 34,684 | $2.16M | 0.46% | +418+1.2% | Added |
| Smith, Moore & Co. | 34,626 | $2.16M | 0.30% | +1,250+3.7% | Added |
| IFP Advisors, Inc | 34,633 | $2.16M | 0.04% | −50,457−59.3% | Reduced |
| RKL Wealth Management LLC | 34,527 | $2.15M | 0.26% | +752+2.2% | Added |
| Chicago Capital, LLC | 34,493 | $2.15M | 0.08% | 00.0% | Unchanged |
| Choate Investment Advisors | 34,385 | $2.14M | 0.13% | −2,342−6.4% | Reduced |
| First Manhattan Co | 34,357 | $2.14M | 0.01% | −18,854−35.4% | Reduced |
| Corrado Advisors, LLC | 34,238 | $2.13M | 1.28% | +629+1.9% | Added |
| Essex LLC | 34,171 | $2.13M | 0.57% | +3,705+12.2% | Added |
| Ledyard National Bank | 34,129 | $2.13M | 0.20% | −3,771−9.9% | Reduced |
| TCG Advisory Services, LLC | 34,118 | $2.13M | 0.50% | +1,450+4.4% | Added |
| Avantax Planning Partners, Inc. | 34,087 | $2.13M | 0.09% | −1,398−3.9% | Reduced |
| swisspartners Ltd. | 33,500 | $2.12M | 1.50% | +9,000+36.7% | Added |
| Seelaus Asset Management LLC | 33,814 | $2.11M | 1.14% | −7,987−19.1% | Reduced |
| Concentric Wealth Management, LLC | 33,569 | $2.09M | 0.59% | +3,190+10.5% | Added |
| Sippican Capital Advisors | 33,551 | $2.09M | 1.78% | +1,146+3.5% | Added |
| JustInvest LLC | 33,469 | $2.09M | 0.12% | −12,745−27.6% | Reduced |
| Stonnington Group, LLC | 31,864 | $2.09M | 0.45% | −3,960−11.1% | Reduced |
| Stonebridge Capital Management Inc | 33,380 | $2.08M | 0.72% | −1,250−3.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 33,324 | $2.08M | 0.68% | −2,974−8.2% | Reduced |
| Truehand, Inc | 33,190 | $2.07M | 1.21% | −3,000−8.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 33,171 | $2.07M | 0.04% | −364−1.1% | Reduced |
| Campbell Newman Asset Management Inc | 32,826 | $2.05M | 0.18% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 32,793 | $2.04M | 0.04% | −1,759−5.1% | Reduced |
| Karpas Strategies, LLC | 32,800 | $2.04M | 0.66% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 32,707 | $2.04M | 0.58% | +6,000+22.5% | Added |
| Fulton Bank, N.A. | 32,704 | $2.04M | 0.09% | +13,137+67.1% | Added |
| Trust Co of Virginia | 32,675 | $2.04M | 0.20% | −745−2.2% | Reduced |
| Cladis Investment Advisory, LLC | 32,668 | $2.04M | 1.63% | +32,668 | New |
| Ieq Capital, LLC | 32,635 | $2.04M | 0.05% | +20+0.1% | Added |
| MSH Capital Advisors LLC | 32,545 | $2.03M | 0.91% | +32,545 | New |
| Oxler Private Wealth LLC | 32,535 | $2.03M | 0.84% | −1,897−5.5% | Reduced |
| DCF Advisers, LLC | 32,500 | $2.03M | 1.02% | 00.0% | Unchanged |
| Condor Capital Management | 32,485 | $2.02M | 0.22% | −21,904−40.3% | Reduced |
| Equitable Trust Co | 32,321 | $2.02M | 0.12% | +400+1.3% | Added |
| Leelyn Smith, LLC | 32,250 | $2.01M | 0.54% | −425−1.3% | Reduced |
| AMG National Trust Bank | 32,144 | $2.00M | 0.06% | −276−0.9% | Reduced |
| Pensionfund DSM Netherlands | 32,000 | $2.00M | 0.23% | 00.0% | Unchanged |
| Park National Corp | 31,969 | $1.99M | 0.08% | +2,050+6.9% | Added |
| Charter Trust Co | 31,923 | $1.99M | 0.17% | −525−1.6% | Reduced |
| Bellwether Advisors, LLC | 31,922 | $1.99M | 0.62% | −2,429−7.1% | Reduced |
| First National Bank & Trust Co of Newtown | 31,788 | $1.98M | 0.38% | −245−0.8% | Reduced |
| TSP Capital Management Group, LLC | – | $1.98M | 0.66% | – | – |
| Providence Capital Advisors, LLC | 31,646 | $1.97M | 0.54% | +1,462+4.8% | Added |
| Strategic Wealth Advisors Group, LLC | 31,756 | $1.97M | 0.09% | −5,081−13.8% | Reduced |
| AdvisorNet Financial, Inc | 31,538 | $1.97M | 0.12% | −296−0.9% | Reduced |
| Intellectus Partners, LLC | 31,413 | $1.96M | 0.50% | −1,113−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 50,040 | $1.96M | 0.11% | −222−0.4% | Reduced |
| NTV Asset Management LLC | 31,292 | $1.95M | 0.32% | +700+2.3% | Added |
| Auxier Asset Management | 31,020 | $1.93M | 0.30% | +10.0% | Added |
| Silver Lake Advisory, LLC | 30,943 | $1.93M | 0.89% | +80+0.3% | Added |
| YHB Investment Advisors, Inc. | 30,911 | $1.93M | 0.15% | −2,125−6.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,895 | $1.93M | 0.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 30,816 | $1.92M | 0.13% | −575−1.8% | Reduced |
| Ballentine Partners, LLC | 30,748 | $1.92M | 0.06% | +751+2.5% | Added |
| Wellington Shields Capital Management, LLC | 30,661 | $1.91M | 0.24% | +15,001+95.8% | Added |
| Burleson & Company, LLC | 30,638 | $1.91M | 0.28% | −227−0.7% | Reduced |
| MTM Investment Management, LLC | 30,622 | $1.91M | 0.91% | −670−2.1% | Reduced |
| Aigen Investment Management, LP | 32,921 | $1.91M | 0.12% | +32,921 | New |
| Moloney Securities Asset Management, LLC | 30,607 | $1.91M | 0.32% | −2,310−7.0% | Reduced |
| Harbor Investment Advisory, LLC | 30,461 | $1.90M | 0.24% | +348+1.2% | Added |
| Coulter & Justus Financial Services, LLC | 30,435 | $1.90M | 1.49% | +30,435 | New |
| Kempen Capital Management N.V. | 30,149 | $1.88M | 0.06% | −1,641−5.2% | Reduced |
| Independent Investors Inc | 30,138 | $1.88M | 0.40% | −1,637−5.2% | Reduced |
| Chicago Trust Co NA | 30,023 | $1.87M | 0.37% | −825−2.7% | Reduced |
| Selective Wealth Management, Inc. | 30,031 | $1.87M | 0.76% | −335−1.1% | Reduced |