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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.

Institutional holdersQ4 2021: 2,451 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ4 2021: $99.9B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$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.

Institutions holding BMY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
KLCM Advisors, Inc.327,491$20.4M4.45%+9,802+3.1%Added
Chescapmanager LLC325,852$20.3M3.08%+15,000+4.8%Added
ClariVest Asset Management LLC325,226$20.3M0.62%−8,622−2.6%Reduced
Magnetar Financial LLC322,833$20.1M0.20%−24,710−7.1%Reduced
Bourne Lent Asset Management Inc320,498$20.0M5.35%−44,474−12.2%Reduced
Chartwell Investment Partners, LLC315,689$19.7M0.57%+23,788+8.1%Added
Bridgewater Associates, LP315,455$19.7M0.11%+110,359+53.8%Added
Tredje AP-fonden313,890$19.6M0.38%−8,478−2.6%Reduced
MML Investors Services, LLC310,020$19.3M0.14%−111,148−26.4%Reduced
Candriam Luxembourg S.C.A.308,591$19.2M0.12%−72,359−19.0%Reduced
Mutual of America Capital Management LLC307,283$19.2M0.19%+604+0.2%Added
Evergreen Capital Management LLC306,363$19.1M0.76%+12,529+4.3%Added
Texas Permanent School Fund305,708$19.1M0.23%−37,568−10.9%Reduced
D.A. Davidson & Co.305,367$19.0M0.20%−2,828−0.9%Reduced
Captrust Financial Advisors305,032$19.0M0.13%+25,663+9.2%Added
IFM Investors Pty Ltd303,219$18.9M0.35%−777−0.3%Reduced
Scion Asset Management, LLC300,000$18.7M25.12%+300,000New
Argent Capital Management LLC299,726$18.7M0.54%−1,511−0.5%Reduced
Synovus Financial Corp298,856$18.6M0.18%−26,614−8.2%Reduced
Systematic Alpha Investments, LLC296,292$18.5M0.86%00.0%Unchanged
Bridgeway Capital Management, LLC294,329$18.4M0.34%+8,800+3.1%Added
Banco Bilbao Vizcaya Argentaria, S.A.291,409$18.2M0.24%+121,883+71.9%Added
Pinnacle Associates Ltd291,480$18.2M0.31%−15,060−4.9%Reduced
CIBC World Markets Inc.283,156$17.7M0.06%+14,448+5.4%Added
Scotia Capital Inc.282,956$17.6M0.12%+20,290+7.7%Added
Norris Perne & French LLP280,889$17.5M1.36%+2,566+0.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys278,605$17.4M0.18%+1370.0%Added
Close Asset Management Ltd278,315$17.4M0.62%+3,723+1.4%Added
Sandy Spring Bank276,419$17.3M0.83%+134,052+94.2%Added
Cullinan Associates Inc277,232$17.3M0.88%+2,200+0.8%Added
MAI Capital Management275,985$17.2M0.28%+62,972+29.6%Added
Kornitzer Capital Management Inc275,616$17.2M0.26%+4,122+1.5%Added
O'Shaughnessy Asset Management, LLC275,289$17.2M0.30%−5,341−1.9%Reduced
Mackenzie Financial Corp270,545$16.9M0.02%−55,758−17.1%Reduced
Callodine Capital Management, LP270,000$16.8M6.95%−30,000−10.0%Reduced
Oppenheimer & Co Inc268,869$16.8M0.29%−25,204−8.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S268,132$16.7M0.62%−88,339−24.8%Reduced
Huntington National Bank268,039$16.7M0.15%−11,222−4.0%Reduced
Weiss Multi-Strategy Advisers LLC266,688$16.6M0.38%+161,376+153.2%Added
Creative Planning262,453$16.4M0.03%−8,276−3.1%Reduced
Nissay Asset Management Corp258,258$16.1M0.12%+6,619+2.6%Added
Stock Yards Bank & Trust Co256,627$16.0M0.84%+21,943+9.4%Added
Central Trust Co256,085$16.0M0.45%−23,577−8.4%Reduced
Metropolitan Life Insurance Co254,041$15.8M0.22%−5,064−2.0%Reduced
North Growth Management Ltd.253,000$15.8M2.62%00.0%Unchanged
Gillespie Robinson & Grimm Inc250,528$15.6M1.22%−44,713−15.1%Reduced
Nepsis, Inc.249,817$15.6M4.52%+32,465+14.9%Added
Cubist Systematic Strategies, LLC245,078$15.3M0.15%+47,566+24.1%Added
Brown Advisory Inc244,811$15.3M0.02%+29,247+13.6%Added
Telos Capital Management, Inc.244,315$15.2M1.90%+9,986+4.3%Added
Cullen/Frost Bankers, Inc.241,984$15.1M0.29%+4,181+1.8%Added
Intact Investment Management Inc.240,300$15.0M0.38%−1,800−0.7%Reduced
Northwestern Mutual Wealth Management Co238,761$14.9M0.02%+5,773+2.5%Added
Polaris Wealth Advisory Group, LLC237,935$14.8M0.85%+237,935New
Hartford Investment Management Co236,716$14.8M0.34%+17,958+8.2%Added
Osher Van de Voorde Investment Management231,616$14.4M3.19%+9,725+4.4%Added
Deroy & Devereaux Private Investment Counsel Inc230,821$14.4M1.06%−3,634−1.5%Reduced
Group One Trading, L.P.228,990$14.3M0.27%−12,662−5.2%Reduced
AE Wealth Management LLC227,953$14.2M0.10%+42,364+22.8%Added
Mayflower Financial Advisors, LLC225,395$14.1M1.87%−203−0.1%Reduced
Busey Wealth Management224,311$14.0M0.53%−10,353−4.4%Reduced
Shell Asset Management Co222,195$13.9M0.28%+14,841+7.2%Added
Beacon Pointe Advisors, LLC220,045$13.7M0.36%−79,168−26.5%Reduced
Varma Mutual Pension Insurance Co219,160$13.7M0.20%00.0%Unchanged
Kestra Advisory Services, LLC217,666$13.6M0.14%−44,107−16.8%Reduced
Nomura Holdings Inc224,589$13.5M0.08%+88,317+64.8%Added
Cerity Partners LLC217,128$13.5M0.21%+21,173+10.8%Added
Torray LLC217,052$13.5M2.00%+2,456+1.1%Added
Capital Investment Advisors, LLC215,939$13.5M0.41%+6,660+3.2%Added
Capital Management Corp215,071$13.4M2.78%−28,554−11.7%Reduced
Bailard, Inc.214,549$13.4M0.43%−133−0.1%Reduced
Northern Oak Wealth Management Inc214,526$13.4M1.51%+2,175+1.0%Added
Stratos Wealth Partners, LTD.213,622$13.3M0.29%−7,559−3.4%Reduced
McRae Capital Management Inc211,865$13.2M2.76%+2,250+1.1%Added
Dai-Ichi Life Insurance Company, Ltd210,378$13.1M0.17%−27,551−11.6%Reduced
Sculptor Capital LP210,224$13.1M0.12%+210,224New
Allstate Corp208,554$13.0M0.25%+163,747+365.4%Added
GAM Holding AG207,661$12.9M0.58%−676−0.3%Reduced
Associated Banc-Corp207,024$12.9M0.47%−7,328−3.4%Reduced
Hyman Charles D206,952$12.9M0.82%−196−0.1%Reduced
Paloma Partners Management Co206,708$12.9M0.41%+206,708New
Community Bank, N.A.205,529$12.8M1.48%−7,535−3.5%Reduced
Ci Investments Inc.201,685$12.6M0.04%−124,309−38.1%Reduced
Skylands Capital, LLC199,545$12.4M1.44%+16,825+9.2%Added
SG Americas Securities, LLC198,710$12.4M0.08%+96,392+94.2%Added
Westpac Banking Corp196,791$12.3M0.13%+17,359+9.7%Added
Stansberry Asset Management, LLC195,284$12.2M2.28%+9,824+5.3%Added
Grimes & Company, Inc.194,633$12.1M0.56%+3,005+1.6%Added
McGowan Group Asset Management, Inc.193,115$12.0M2.12%+162+0.1%Added
AlphaCrest Capital Management LLC191,320$11.9M0.44%−37,587−16.4%Reduced
Norinchukin Bank, The190,776$11.9M0.15%−1,420−0.7%Reduced
Cna Financial Corp190,000$11.8M3.10%+30,000+18.8%Added
Andra AP-fonden187,400$11.7M0.24%−5,400−2.8%Reduced
Kovitz Investment Group Partners, LLC186,918$11.6M0.27%−37,026−16.5%Reduced
Tufton Capital Management185,164$11.5M1.77%+935+0.5%Added
Gyroscope Capital Management Group, LLC185,123$11.5M4.12%+12,981+7.5%Added
Securian Asset Management, Inc183,459$11.4M0.21%−5,692−3.0%Reduced
First National Trust Co183,380$11.4M0.60%+11,361+6.6%Added
Cornerstone Advisors, LLC183,000$11.4M0.62%00.0%Unchanged
LaFleur & Godfrey LLC182,798$11.4M1.46%+19,758+12.1%Added