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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 122,008 | $7.61M | 0.32% | +1,460+1.2% | Added |
| Parsec Financial Management, Inc. | 121,494 | $7.58M | 0.31% | +6,397+5.6% | Added |
| Silvercrest Asset Management Group LLC | 120,019 | $7.48M | 0.05% | −25,833−17.7% | Reduced |
| Wealthfront Advisers LLC | 119,525 | $7.45M | 0.03% | +14,230+13.5% | Added |
| Greystone Financial Group, LLC | 119,063 | $7.42M | 1.78% | +26,071+28.0% | Added |
| Capstone Investment Advisors, LLC | 118,893 | $7.41M | 0.12% | −141,128−54.3% | Reduced |
| WealthTrust Axiom LLC | 118,458 | $7.38M | 2.36% | +11,850+11.1% | Added |
| Williams Jones Wealth Management, LLC. | 118,018 | $7.36M | 0.09% | −334−0.3% | Reduced |
| London Co of Virginia | 117,639 | $7.33M | 0.04% | −82,954−41.4% | Reduced |
| Keystone Financial Planning, Inc. | 117,124 | $7.30M | 2.49% | +117,124 | New |
| CWM, LLC | 116,629 | $7.27M | 0.05% | +116,629 | New |
| Sage Capital Advisors,llc | 112,131 | $7.26M | 2.75% | +22,999+25.8% | Added |
| Motco | 116,066 | $7.24M | 0.45% | +4,566+4.1% | Added |
| Guinness Atkinson Asset Management Inc | 115,957 | $7.23M | 3.16% | −3,230−2.7% | Reduced |
| Atria Investments LLC | 114,392 | $7.13M | 0.13% | +18,779+19.6% | Added |
| Banque Pictet & Cie SA | 114,096 | $7.11M | 0.05% | +73,012+177.7% | Added |
| Johnson Investment Counsel Inc | 114,048 | $7.11M | 0.09% | −396−0.3% | Reduced |
| Verdence Capital Advisors LLC | 113,842 | $7.10M | 0.84% | +6,023+5.6% | Added |
| ACG Wealth | 113,686 | $7.09M | 1.01% | −25,514−18.3% | Reduced |
| Whittier Trust Co | 113,584 | $7.08M | 0.12% | −1,135−1.0% | Reduced |
| Novare Capital Management LLC | 113,511 | $7.08M | 0.72% | −1,540−1.3% | Reduced |
| Parsons Capital Management Inc | 112,102 | $6.99M | 0.50% | −5,782−4.9% | Reduced |
| Hoylecohen, LLC | 111,984 | $6.98M | 0.58% | −2,608−2.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 110,935 | $6.92M | 1.30% | +110,935 | New |
| Calamos Wealth Management LLC | 110,616 | $6.90M | 0.50% | +1,698+1.6% | Added |
| Griffin Asset Management, Inc. | 110,319 | $6.88M | 0.85% | −17,471−13.7% | Reduced |
| E. Ohman J:or Asset Management AB | 110,100 | $6.86M | 0.20% | +10,700+10.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 109,947 | $6.86M | 0.13% | −1,475−1.3% | Reduced |
| Martin Investment Management, LLC | 109,759 | $6.84M | 1.70% | −10,626−8.8% | Reduced |
| Stockman Wealth Management, Inc. | 109,030 | $6.80M | 1.39% | +9,894+10.0% | Added |
| Quinn Opportunity Partners LLC | 109,000 | $6.80M | 0.41% | 00.0% | Unchanged |
| BancorpSouth Bank | 108,224 | $6.75M | 0.84% | +2,943+2.8% | Added |
| GWM Advisors LLC | 107,892 | $6.73M | 0.10% | +55,948+107.7% | Added |
| Dowling & Yahnke LLC | 107,303 | $6.69M | 0.32% | −4,718−4.2% | Reduced |
| New England Asset Management Inc | 107,271 | $6.69M | 0.10% | +9,800+10.1% | Added |
| Veritable, L.P. | 106,811 | $6.66M | 0.10% | +650+0.6% | Added |
| Grassi Investment Management | 106,760 | $6.66M | 0.67% | −600−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 106,508 | $6.64M | 0.36% | +106,508 | New |
| Glenview Trust Co | 106,456 | $6.64M | 0.22% | −4,079−3.7% | Reduced |
| Biondo Investment Advisors, LLC | 106,421 | $6.63M | 1.11% | +8,857+9.1% | Added |
| Seeyond | 105,916 | $6.60M | 0.61% | −7,302−6.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 105,860 | $6.60M | 0.49% | +330+0.3% | Added |
| HGK Asset Management Inc | 105,168 | $6.56M | 2.03% | +11,714+12.5% | Added |
| Bryn Mawr Trust Co | 105,026 | $6.55M | 0.24% | −8,730−7.7% | Reduced |
| Patten & Patten Inc | 104,978 | $6.54M | 0.45% | +7,119+7.3% | Added |
| Duality Advisers, LP | 104,878 | $6.54M | 0.71% | +20,062+23.7% | Added |
| Sompo Asset Management Co., Ltd. | 104,750 | $6.53M | 1.30% | +29,590+39.4% | Added |
| Gibraltar Capital Management, Inc. | 104,179 | $6.50M | 2.94% | −3,980−3.7% | Reduced |
| Argent Trust Co | 103,387 | $6.45M | 0.38% | +6,219+6.4% | Added |
| Te Ahumairangi Investment Management Ltd | 102,677 | $6.40M | 0.83% | −3,400−3.2% | Reduced |
| Wright Investors Service Inc | 102,342 | $6.38M | 1.61% | +32,848+47.3% | Added |
| Fishman Jay A Ltd | 102,235 | $6.37M | 0.68% | −725−0.7% | Reduced |
| Holloway Wealth Management, LLC | – | $6.36M | 1.82% | – | – |
| Moors & Cabot, Inc. | 101,905 | $6.35M | 0.39% | −3,337−3.2% | Reduced |
| Gofen & Glossberg LLC | 101,443 | $6.33M | 0.14% | −41,905−29.2% | Reduced |
| DuPont Capital Management Corp | 100,793 | $6.28M | 0.22% | −20,666−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 100,664 | $6.28M | 0.23% | −6,309−5.9% | Reduced |
| Thomasville National Bank | 100,376 | $6.26M | 0.60% | +5,040+5.3% | Added |
| Gotham Asset Management, LLC | 100,161 | $6.25M | 0.20% | +5,381+5.7% | Added |
| XML Financial, LLC | 100,102 | $6.24M | 0.75% | +5,956+6.3% | Added |
| HealthInvest Partners AB | 100,000 | $6.24M | 8.79% | +72,000+257.1% | Added |
| Highlander Partners, L.P. | 100,000 | $6.24M | 7.60% | +100,000 | New |
| Trustmark National Bank Trust Department | 99,698 | $6.22M | 0.47% | +704+0.7% | Added |
| Twin Capital Management Inc | 99,429 | $6.20M | 0.62% | −2,530−2.5% | Reduced |
| Cypress Capital Group | 99,340 | $6.19M | 0.78% | +7,604+8.3% | Added |
| Tower Bridge Advisors | 99,210 | $6.19M | 0.38% | −8,080−7.5% | Reduced |
| Salem Investment Counselors Inc | 98,607 | $6.15M | 0.21% | +2,903+3.0% | Added |
| Regent Investment Management LLC | 98,286 | $6.13M | 1.34% | −3,935−3.8% | Reduced |
| Wolf Group Capital Advisors | 98,025 | $6.11M | 1.00% | +65,912+205.3% | Added |
| Carnegie Capital Asset Management, LLC | 97,560 | $6.08M | 0.20% | −5,703−5.5% | Reduced |
| D L Carlson Investment Group Inc | 96,907 | $6.04M | 0.96% | −14,464−13.0% | Reduced |
| Trust Co of Vermont | 96,447 | $6.01M | 0.38% | −285−0.3% | Reduced |
| Dudley & Shanley, Inc. | 96,241 | $6.00M | 1.04% | −476,769−83.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 96,186 | $6.00M | 0.24% | +2,626+2.8% | Added |
| Jacobi Capital Management LLC | 95,921 | $5.98M | 0.71% | +4,111+4.5% | Added |
| Campbell Capital Management Inc | 95,857 | $5.98M | 2.47% | −4,750−4.7% | Reduced |
| Geneos Wealth Management Inc. | 95,630 | $5.97M | 0.23% | −12,917−11.9% | Reduced |
| Scott & Selber, Inc. | 95,487 | $5.95M | 2.11% | +13,775+16.9% | Added |
| Westfield Capital Management Co LP | 95,140 | $5.93M | 0.04% | −820−0.9% | Reduced |
| HM Payson & Co | 94,876 | $5.92M | 0.13% | −1,596−1.7% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $5.91M | 1.22% | 00.0% | Unchanged |
| Brookstone Capital Management | 93,067 | $5.85M | 0.10% | −1,827−1.9% | Reduced |
| Northwest Bancshares, Inc. | 93,430 | $5.83M | 1.14% | +3,657+4.1% | Added |
| NBT Bank N A | 93,421 | $5.82M | 0.75% | −5,000−5.1% | Reduced |
| Searle & Co. | 93,156 | $5.81M | 2.11% | −400−0.4% | Reduced |
| Integrated Advisors Network LLC | 92,971 | $5.80M | 0.34% | +8,043+9.5% | Added |
| Ashfield Capital Partners, LLC | 92,629 | $5.78M | 0.37% | −3,881−4.0% | Reduced |
| Van Leeuwen & Company, LLC | 92,581 | $5.77M | 3.24% | −2,225−2.3% | Reduced |
| Mechanics Bank Trust Department | 92,414 | $5.76M | 0.85% | −985−1.1% | Reduced |
| Marathon Capital Management | 91,468 | $5.70M | 1.34% | −502−0.5% | Reduced |
| CSM Advisors, LLC | 91,245 | $5.69M | 0.38% | −420−0.5% | Reduced |
| Brown Brothers Harriman & Co | 90,756 | $5.66M | 0.03% | −15,304−14.4% | Reduced |
| KCM Investment Advisors LLC | 90,583 | $5.65M | 0.20% | −4,682−4.9% | Reduced |
| Palouse Capital Management, Inc. | 90,553 | $5.65M | 2.41% | −5,432−5.7% | Reduced |
| Segall Bryant & Hamill, LLC | 90,087 | $5.62M | 0.05% | −7,817−8.0% | Reduced |
| Rafferty Asset Management, LLC | 89,975 | $5.61M | 0.03% | +6,985+8.4% | Added |
| Advisors Asset Management, Inc. | 89,966 | $5.61M | 0.08% | +8,755+10.8% | Added |
| Vident Investment Advisory, LLC | 89,777 | $5.60M | 0.15% | −4,633−4.9% | Reduced |
| Covington Capital Management | 89,145 | $5.56M | 0.19% | −39,868−30.9% | Reduced |
| Achmea Investment Management B.V. | 88,798 | $5.54M | 0.26% | −29,328−24.8% | Reduced |