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 |
|---|---|---|---|---|---|
| Colony Group LLC | 181,992 | $11.3M | 0.20% | +47,472+35.3% | Added |
| Capitolis Advisors LLC | 181,600 | $11.3M | 0.07% | +28,097+18.3% | Added |
| LGT Group Foundation | 181,295 | $11.3M | 0.29% | +181,295 | New |
| J.P. Marvel Investment Advisors, LLC | 178,978 | $11.2M | 2.18% | +178,978 | New |
| Bokf, NA | 176,129 | $11.0M | 0.17% | −10,843−5.8% | Reduced |
| Channing Capital Management, LLC | 175,702 | $11.0M | 0.31% | +159+0.1% | Added |
| TD Waterhouse Canada Inc. | 164,602 | $10.9M | 0.11% | +164,602 | New |
| Xcel Wealth Management, LLC | 174,910 | $10.9M | 2.80% | +10,291+6.3% | Added |
| Mount Yale Investment Advisors, LLC | 174,383 | $10.9M | 1.13% | +5,844+3.5% | Added |
| Davidson Investment Advisors | 173,891 | $10.8M | 0.77% | −3,370−1.9% | Reduced |
| Maryland State Retirement & Pension System | 171,588 | $10.7M | 0.28% | +1,017+0.6% | Added |
| Canal Insurance CO | 170,000 | $10.6M | 3.13% | +50,000+41.7% | Added |
| Welch & Forbes LLC | 167,844 | $10.5M | 0.16% | −17,384−9.4% | Reduced |
| Fiduciary Trust Co | 167,359 | $10.4M | 0.17% | −4,494−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 167,345 | $10.4M | 0.09% | −14,610−8.0% | Reduced |
| Investment Management of Virginia LLC | 167,282 | $10.4M | 1.68% | −660−0.4% | Reduced |
| Heritage Investors Management Corp | 166,980 | $10.4M | 0.40% | −616−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 166,541 | $10.4M | 0.29% | +11,391+7.3% | Added |
| Mengis Capital Management, Inc. | 166,050 | $10.4M | 1.94% | +2,115+1.3% | Added |
| Advisors Capital Management, LLC | 165,902 | $10.3M | 0.28% | +6,685+4.2% | Added |
| Clearbridge Investments, LLC | 164,877 | $10.3M | 0.01% | −2,950−1.8% | Reduced |
| Umb Bank N A | 163,740 | $10.2M | 0.13% | +25,488+18.4% | Added |
| Simplex Trading, LLC | 163,114 | $10.2M | 0.33% | +65,017+66.3% | Added |
| Signature Estate & Investment Advisors LLC | 162,646 | $10.1M | 0.45% | +19,399+13.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 162,207 | $10.1M | 0.35% | −34,759−17.6% | Reduced |
| Tiaa, FSB | 162,096 | $10.1M | 0.03% | −15,033−8.5% | Reduced |
| Private Asset Management Inc | 161,363 | $10.1M | 1.24% | −99−0.1% | Reduced |
| Cutler Investment Counsel LLC | 161,328 | $10.1M | 1.51% | +2,600+1.6% | Added |
| Eagle Rock Investment Company, LLC | 160,626 | $10.0M | 1.92% | +160,626 | New |
| Farmers & Merchants Investments Inc | 160,578 | $10.0M | 0.37% | +38,213+31.2% | Added |
| Bollard Group LLC | 160,371 | $10.0M | 0.32% | +1,174+0.7% | Added |
| Bizma Investimentos Ltda | 160,000 | $9.98M | 5.84% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 159,928 | $9.97M | 0.60% | +2,509+1.6% | Added |
| Cetera Investment Advisers | 159,877 | $9.97M | 0.14% | +18,603+13.2% | Added |
| Stonebridge Capital Advisors LLC | 159,148 | $9.92M | 1.10% | +14,952+10.4% | Added |
| Alberta Investment Management Corp | 157,963 | $9.85M | 0.06% | +31,978+25.4% | Added |
| Harvey Capital Management Inc | 157,946 | $9.85M | 3.05% | +10,180+6.9% | Added |
| Thompson Siegel & Walmsley LLC | 157,879 | $9.84M | 0.14% | +38,750+32.5% | Added |
| Thrivent Financial for Lutherans | 153,908 | $9.77M | 0.02% | +5,667+3.8% | Added |
| CCM Investment Advisers LLC | 156,613 | $9.76M | 1.18% | −44,608−22.2% | Reduced |
| Belpointe Asset Management LLC | 156,130 | $9.73M | 0.61% | −1,325−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 155,706 | $9.71M | 0.62% | −11,100−6.7% | Reduced |
| Thompson Investment Management, Inc. | 155,299 | $9.68M | 1.37% | +18,425+13.5% | Added |
| Socorro Asset Management LP | 155,200 | $9.68M | 2.76% | +155,200 | New |
| Neville Rodie & Shaw Inc | 155,162 | $9.67M | 0.69% | −8,950−5.5% | Reduced |
| California First Leasing Corp | 154,800 | $9.65M | 4.79% | +154,800 | New |
| Woodstock Corp | 153,338 | $9.56M | 1.00% | +10,020+7.0% | Added |
| Financial Counselors Inc | 151,930 | $9.47M | 0.19% | −18,338−10.8% | Reduced |
| Stephens Inc | 151,697 | $9.46M | 0.14% | −8,389−5.2% | Reduced |
| Edgar Lomax Co | 150,050 | $9.36M | 0.56% | −1,515−1.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 149,426 | $9.32M | 0.19% | +4,882+3.4% | Added |
| Azimuth Capital Management LLC | 148,019 | $9.23M | 0.37% | −3,255−2.2% | Reduced |
| RTD Financial Advisors, Inc. | 146,881 | $9.16M | 1.20% | +146,881 | New |
| Xponance, Inc. | 144,382 | $9.00M | 0.14% | −26,888−15.7% | Reduced |
| Biechele Royce Advisors | 143,354 | $8.94M | 3.58% | +5,715+4.2% | Added |
| Raymond James Trust N.A. | 143,341 | $8.94M | 0.27% | +9,692+7.3% | Added |
| F&V Capital Management, LLC | 141,958 | $8.85M | 2.97% | +12,405+9.6% | Added |
| Louisiana State Employees Retirement System | 139,100 | $8.67M | 0.19% | +800+0.6% | Added |
| Forbes J M & Co LLP | 138,541 | $8.64M | 0.99% | −424−0.3% | Reduced |
| National Asset Management, Inc. | 138,320 | $8.63M | 0.25% | −685−0.5% | Reduced |
| Cetera Advisor Networks LLC | 138,290 | $8.62M | 0.11% | −2,574−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 138,013 | $8.61M | 0.24% | +40,177+41.1% | Added |
| Transform Wealth, LLC | 137,601 | $8.58M | 0.90% | −5,826−4.1% | Reduced |
| McGuire Investment Group, LLC | 136,303 | $8.50M | 1.40% | −14,878−9.8% | Reduced |
| Jacobs & Co | 136,121 | $8.49M | 0.88% | +12,301+9.9% | Added |
| New Mexico Educational Retirement Board | 135,734 | $8.46M | 0.28% | −10,500−7.2% | Reduced |
| Cetera Advisors LLC | 135,451 | $8.45M | 0.17% | −21,519−13.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 134,430 | $8.38M | 0.49% | −31,655−19.1% | Reduced |
| Hillman Capital Management, Inc. | 133,937 | $8.35M | 2.87% | −4,351−3.1% | Reduced |
| Daiwa Securities Group Inc. | 133,842 | $8.35M | 0.05% | +5,118+4.0% | Added |
| SFE Investment Counsel | 133,833 | $8.34M | 2.14% | −6,489−4.6% | Reduced |
| Hosking Partners LLP | 133,197 | $8.30M | 0.20% | −2,520−1.9% | Reduced |
| Arcadia Investment Management Corp | 133,155 | $8.30M | 1.39% | −6,351−4.6% | Reduced |
| Rockland Trust Co | 133,051 | $8.29M | 0.53% | +11,096+9.1% | Added |
| Twin Tree Management, LP | 132,446 | $8.26M | 0.20% | −171,226−56.4% | Reduced |
| Tower Research Capital LLC (TRC) | 132,442 | $8.26M | 0.14% | +78,839+147.1% | Added |
| Strategic Global Advisors, LLC | 132,059 | $8.23M | 1.07% | +10,652+8.8% | Added |
| Tamar Securities, LLC | 131,537 | $8.20M | 2.42% | −3,676−2.7% | Reduced |
| Unigestion Holding SA | 131,286 | $8.19M | 0.33% | −103,240−44.0% | Reduced |
| Kentucky Retirement Systems | 130,489 | $8.14M | 0.33% | +1,287+1.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 129,985 | $8.11M | 0.24% | +21,364+19.7% | Added |
| B. Riley Wealth Management, Inc. | 129,361 | $8.07M | 0.56% | +4,628+3.7% | Added |
| Knights of Columbus Asset Advisors LLC | 129,158 | $8.05M | 0.65% | −6,267−4.6% | Reduced |
| Fred Alger Management, LLC | 128,422 | $8.01M | 0.02% | +96,493+302.2% | Added |
| Transcend Wealth Collective, LLC | 128,273 | $8.00M | 0.71% | −1,034−0.8% | Reduced |
| Old National Bancorp | 128,127 | $7.99M | 0.29% | −954−0.7% | Reduced |
| Cumberland Advisors Inc | 127,031 | $7.92M | 1.66% | +4,485+3.7% | Added |
| American Assets Investment Management, LLC | 127,000 | $7.92M | 0.85% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 126,407 | $7.88M | 0.12% | −101,811−44.6% | Reduced |
| Muhlenkamp & Co Inc | 125,987 | $7.86M | 2.74% | +568+0.5% | Added |
| Baader Bank INC | 125,741 | $7.84M | 0.62% | +125,741 | New |
| Wealth Advisors of Tampa Bay, LLC | 125,680 | $7.84M | 1.92% | +63,116+100.9% | Added |
| Parkside Investments, LLC | 125,049 | $7.80M | 1.50% | +12,984+11.6% | Added |
| Boston Private Wealth LLC | 124,953 | $7.79M | 0.13% | −2,719−2.1% | Reduced |
| Eagle Asset Management Inc | 124,598 | $7.79M | 0.03% | +1,320+1.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 124,759 | $7.78M | 0.96% | +124,759 | New |
| Walleye Trading LLC | 123,293 | $7.69M | 0.12% | +75,409+157.5% | Added |
| Beech Hill Advisors, Inc. | 123,157 | $7.68M | 2.92% | −2,147−1.7% | Reduced |
| Mercer Global Advisors Inc | 122,726 | $7.65M | 0.05% | −788−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 122,033 | $7.61M | 0.62% | −29,310−19.4% | Reduced |