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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 88,790 | $5.54M | 0.32% | +3,176+3.7% | Added |
| Principal Street Partners, LLC | 88,700 | $5.53M | 1.33% | +13,730+18.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 88,235 | $5.50M | 0.24% | −4,732−5.1% | Reduced |
| Frontier Wealth Management LLC | 87,356 | $5.45M | 0.36% | −12,566−12.6% | Reduced |
| Shorepoint Capital Partners LLC | 87,267 | $5.44M | 2.21% | +3,208+3.8% | Added |
| Sigma Planning Corp | 86,919 | $5.42M | 0.15% | −4,463−4.9% | Reduced |
| Canandaigua National Corp | 86,884 | $5.42M | 0.80% | −516−0.6% | Reduced |
| Advisory Services Network, LLC | 86,473 | $5.39M | 0.16% | −11,841−12.0% | Reduced |
| Tdam USA Inc. | 86,453 | $5.39M | 0.33% | +1,479+1.7% | Added |
| Aviance Capital Partners, LLC | 86,154 | $5.37M | 0.90% | −3,064−3.4% | Reduced |
| First Horizon Advisors, Inc. | 85,383 | $5.32M | 0.16% | −94−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 85,331 | $5.32M | 0.33% | −115−0.1% | Reduced |
| First Hawaiian Bank | 85,081 | $5.30M | 0.16% | +32,008+60.3% | Added |
| 6 Meridian | 85,073 | $5.30M | 0.39% | −496−0.6% | Reduced |
| FAI Wealth Management | 83,213 | $5.19M | 4.28% | +2,213+2.7% | Added |
| Haverford Trust Co | 83,178 | $5.19M | 0.06% | −2,292−2.7% | Reduced |
| North Star Investment Management Corp. | 83,164 | $5.18M | 0.36% | −297−0.4% | Reduced |
| Ossiam | 83,074 | $5.18M | 0.14% | −67,250−44.7% | Reduced |
| Hantz Financial Services, Inc. | 82,884 | $5.17M | 0.15% | +3,558+4.5% | Added |
| Regentatlantic Capital LLC | 82,682 | $5.16M | 0.14% | −12,407−13.0% | Reduced |
| Wesleyan Assurance Society | 82,443 | $5.14M | 0.61% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 81,715 | $5.09M | 0.33% | −2,092−2.5% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.06M | 0.55% | +81,141 | New |
| Eidelman Virant Capital | 80,745 | $5.05M | 1.87% | −1,065−1.3% | Reduced |
| Gamble Jones Investment Counsel | 80,713 | $5.03M | 0.30% | −3,582−4.2% | Reduced |
| Connectus Wealth, LLC | 80,107 | $5.00M | 0.19% | +80,107 | New |
| TCWP LLC | 79,987 | $4.99M | 0.99% | +79,987 | New |
| Legacy Capital Partners, Inc. | 79,393 | $4.95M | 1.60% | −1,765−2.2% | Reduced |
| Meritage Portfolio Management | 79,060 | $4.93M | 0.28% | +24,009+43.6% | Added |
| Argyle Capital Management Inc. | 78,924 | $4.92M | 1.54% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 78,883 | $4.92M | 0.42% | −8,075−9.3% | Reduced |
| Highland Capital Management, LLC | 78,626 | $4.90M | 0.28% | −1,100−1.4% | Reduced |
| Callahan Advisors, LLC | 78,379 | $4.89M | 0.55% | −29,813−27.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 78,174 | $4.87M | 0.69% | −32,477−29.4% | Reduced |
| Edgewood Management LLC | 77,924 | $4.86M | 0.01% | +2,400+3.2% | Added |
| Kanawha Capital Management LLC | 77,735 | $4.85M | 0.41% | +264+0.3% | Added |
| Kestra Private Wealth Services, LLC | 77,555 | $4.84M | 0.23% | +4,046+5.5% | Added |
| PointState Capital LP | 77,500 | $4.83M | 0.15% | +77,500 | New |
| Lipe & Dalton | 77,434 | $4.83M | 2.28% | +1,216+1.6% | Added |
| Resources Management Corp | 77,343 | $4.82M | 0.63% | −8,869−10.3% | Reduced |
| Brinker Capital Investments, LLC | 76,787 | $4.79M | 0.07% | +3,063+4.2% | Added |
| Howe & Rusling Inc | 75,599 | $4.71M | 0.55% | −29,356−28.0% | Reduced |
| Dean Investment Associates, LLC | 75,481 | $4.71M | 0.83% | −2,516−3.2% | Reduced |
| Pettee Investors, Inc. | 75,481 | $4.71M | 1.97% | +1,594+2.2% | Added |
| Annex Advisory Services, LLC | 75,188 | $4.69M | 0.32% | +7,508+11.1% | Added |
| Exchange Capital Management, Inc. | 74,944 | $4.67M | 0.85% | +153+0.2% | Added |
| Palladium Partners LLC | 74,711 | $4.66M | 0.19% | −7,769−9.4% | Reduced |
| Equitable Holdings, Inc. | 74,554 | $4.65M | 0.07% | −3,844−4.9% | Reduced |
| Clearstead Advisors, LLC | 74,122 | $4.62M | 0.32% | +1,369+1.9% | Added |
| Evercore Wealth Management, LLC | 73,988 | $4.61M | 0.08% | −6,238−7.8% | Reduced |
| Eqis Capital Management, Inc. | 73,655 | $4.59M | 0.34% | −2,899−3.8% | Reduced |
| Claret Asset Management Corp | 73,504 | $4.58M | 0.85% | +32,825+80.7% | Added |
| Bessemer Group Inc | 73,173 | $4.56M | 0.01% | −2,856,716−97.5% | Reduced |
| Corient Capital Partners, LLC | 73,016 | $4.55M | 0.30% | +6,236+9.3% | Added |
| Advisor Partners LLC | 73,004 | $4.55M | 0.27% | −4,693−6.0% | Reduced |
| Rossmore Private Capital | 72,959 | $4.55M | 0.71% | −17,014−18.9% | Reduced |
| Hennessy Advisors Inc | 72,700 | $4.53M | 0.26% | −1,600−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 72,539 | $4.52M | 0.15% | −1,008−1.4% | Reduced |
| Factorial Partners, LLC | 72,300 | $4.51M | 2.98% | +6,000+9.0% | Added |
| Bradley Foster & Sargent Inc | 72,179 | $4.50M | 0.09% | +6,497+9.9% | Added |
| Rothschild Investment Corp | 72,125 | $4.50M | 0.35% | −210−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 71,632 | $4.47M | 0.85% | +46,315+182.9% | Added |
| Am Investment Strategies LLC | 71,305 | $4.45M | 1.07% | +6,055+9.3% | Added |
| Clark Estates Inc | 71,200 | $4.44M | 0.65% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 70,996 | $4.43M | 1.16% | −4,866−6.4% | Reduced |
| ProVise Management Group, LLC | 70,790 | $4.41M | 0.40% | −42,846−37.7% | Reduced |
| Toth Financial Advisory Corp | 70,673 | $4.41M | 0.60% | −8,256−10.5% | Reduced |
| Mairs & Power Inc | 70,439 | $4.39M | 0.04% | −6,666−8.6% | Reduced |
| Simmons Bank | 70,307 | $4.38M | 0.31% | −4,162−5.6% | Reduced |
| Sivik Global Healthcare LLC | 70,000 | $4.37M | 1.87% | +70,000 | New |
| First Interstate Bank | 69,834 | $4.35M | 0.42% | +130+0.2% | Added |
| Sigma Investment Counselors Inc | 69,756 | $4.35M | 0.30% | −1,511−2.1% | Reduced |
| Cohen Klingenstein LLC | 69,400 | $4.33M | 0.17% | −13,654−16.4% | Reduced |
| Royal Fund Management, LLC | 69,248 | $4.32M | 0.62% | +3,233+4.9% | Added |
| Beacon Financial Group | 69,623 | $4.31M | 0.56% | −688−1.0% | Reduced |
| Versant Capital Management, Inc | 69,015 | $4.30M | 1.40% | −60.0% | Reduced |
| Point72 Hong Kong Ltd | 68,750 | $4.29M | 0.36% | +65,402+1,953.5% | Added |
| Peregrine Asset Advisers, Inc. | 68,534 | $4.27M | 1.74% | +68,534 | New |
| Sheets Smith Wealth Management | 68,250 | $4.25M | 0.53% | −17,783−20.7% | Reduced |
| Carret Asset Management, LLC | 67,347 | $4.20M | 0.46% | +2,450+3.8% | Added |
| Apollon Wealth Management, LLC | 67,150 | $4.19M | 0.34% | +29,702+79.3% | Added |
| Horizon Investments, LLC | 67,593 | $4.18M | 0.12% | +4,147+6.5% | Added |
| Bard Financial Services, Inc. | 66,555 | $4.15M | 0.33% | −150−0.2% | Reduced |
| Iowa State Bank | 66,568 | $4.15M | 0.98% | +805+1.2% | Added |
| EagleClaw Capital Managment, LLC | 66,272 | $4.13M | 0.91% | +1,825+2.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 61,592 | $4.13M | 1.99% | +5,758+10.3% | Added |
| Surevest, LLC | 66,111 | $4.12M | 0.98% | −6,788−9.3% | Reduced |
| CMH Wealth Management LLC | 66,062 | $4.12M | 1.24% | −326−0.5% | Reduced |
| Wolverine Trading, LLC | 65,733 | $4.11M | 0.06% | +25,622+63.9% | Added |
| Delta Asset Management LLC | 65,682 | $4.09M | 0.36% | −1,282−1.9% | Reduced |
| FineMark National Bank & Trust | 65,565 | $4.09M | 0.16% | −47,427−42.0% | Reduced |
| Castleview Partners, LLC | 254,138 | $4.08M | 0.03% | +254,138 | New |
| Psagot Value Holdings Ltd. / (Israel) | 65,176 | $4.06M | 0.78% | +65,176 | New |
| Banque Cantonale Vaudoise | 65,092 | $4.06M | 0.16% | −3,029−4.4% | Reduced |
| Siemens Fonds Invest GmbH | 64,576 | $4.04M | 0.27% | +1,538+2.4% | Added |
| Eastover Investment Advisors LLC | 64,754 | $4.04M | 2.33% | +1,975+3.1% | Added |
| Everence Capital Management Inc | 64,325 | $4.01M | 0.30% | +7,070+12.3% | Added |
| People's United Financial, Inc. | 64,153 | $4.00M | 0.10% | −18,583−22.5% | Reduced |
| Princeton Capital Management LLC | 63,888 | $3.98M | 1.14% | −1,265−1.9% | Reduced |
| Rodgers Brothers Inc. | 63,718 | $3.97M | 0.71% | +17,500+37.9% | Added |