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 |
|---|---|---|---|---|---|
| AGF Investments America Inc. | 49,678 | $3.10M | 0.59% | +1,182+2.4% | Added |
| Crossmark Global Holdings, Inc. | 49,618 | $3.09M | 0.07% | +290+0.6% | Added |
| Hartford Financial Management Inc. | 49,573 | $3.09M | 0.72% | +136+0.3% | Added |
| Caldwell Trust Co | 49,247 | $3.07M | 0.35% | −950−1.9% | Reduced |
| Selway Asset Management | 48,770 | $3.04M | 1.44% | −200−0.4% | Reduced |
| Kempner Capital Management Inc. | 48,749 | $3.04M | 1.79% | −151−0.3% | Reduced |
| Northeast Financial Consultants Inc | 48,716 | $3.04M | 0.18% | −3,652−7.0% | Reduced |
| Boenning & Scattergood, Inc. | 48,456 | $3.02M | 0.48% | −6,797−12.3% | Reduced |
| Boothbay Fund Management, LLC | 48,439 | $3.02M | 0.10% | −24,137−33.3% | Reduced |
| Quilter Plc | 48,799 | $3.02M | 0.08% | −19,338−28.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,323 | $3.01M | 0.03% | −200−0.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 47,984 | $2.99M | 0.07% | +975+2.1% | Added |
| Gladstone Institutional Advisory LLC | 47,836 | $2.98M | 0.23% | +11,441+31.4% | Added |
| Keene & Associates, Inc. | 47,499 | $2.96M | 2.56% | +47,499 | New |
| Parallel Advisors, LLC | 47,468 | $2.96M | 0.11% | −3,957−7.7% | Reduced |
| Naples Global Advisors, LLC | 47,387 | $2.96M | 0.34% | +2,687+6.0% | Added |
| Finer Wealth Management, Inc. | 47,289 | $2.95M | 2.45% | +47,289 | New |
| Country Club Trust Company, n.a. | 47,103 | $2.94M | 0.23% | +3,549+8.1% | Added |
| BLB&B Advisors, LLC | 47,175 | $2.94M | 0.19% | −11,823−20.0% | Reduced |
| Marco Investment Management LLC | 47,037 | $2.93M | 0.29% | −1,370−2.8% | Reduced |
| Pinnacle Financial Partners Inc | 46,823 | $2.92M | 0.09% | +2,899+6.6% | Added |
| Pacifica Partners Inc. | 46,468 | $2.92M | 1.91% | +766+1.7% | Added |
| Charter Research & Investment Group, Inc. | 46,759 | $2.92M | 2.29% | −11,425−19.6% | Reduced |
| FinTrust Capital Advisors, LLC | 46,577 | $2.90M | 0.70% | +30,077+182.3% | Added |
| Windward Capital Management Co | 46,367 | $2.89M | 0.24% | +587+1.3% | Added |
| Lowe Brockenbrough & Co Inc | 46,210 | $2.88M | 0.21% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 46,199 | $2.88M | 0.54% | +9,326+25.3% | Added |
| Avantax Advisory Services, Inc. | 46,104 | $2.87M | 0.04% | −1,706−3.6% | Reduced |
| Bluefin Capital Management, LLC | 46,063 | $2.87M | 0.23% | −1,058−2.2% | Reduced |
| Duncker Streett & Co Inc | 45,999 | $2.87M | 0.49% | +5,490+13.6% | Added |
| Alpha Omega Wealth Management LLC | 44,210 | $2.86M | 0.44% | −447−1.0% | Reduced |
| Birmingham Capital Management Co Inc | 45,563 | $2.84M | 1.03% | +158+0.3% | Added |
| 1st Source Bank | 45,105 | $2.81M | 0.16% | −92−0.2% | Reduced |
| Hilltop Holdings Inc. | 45,018 | $2.81M | 0.29% | +588+1.3% | Added |
| Hudson Bay Capital Management LP | 45,000 | $2.81M | 0.03% | −20,000−30.8% | Reduced |
| Paragon Capital Management LLC | 44,968 | $2.80M | 1.41% | −1,391−3.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 44,547 | $2.78M | 1.26% | −935−2.1% | Reduced |
| PEAK6 Investments LLC | 44,478 | $2.77M | 0.08% | −317,844−87.7% | Reduced |
| Baxter Bros Inc | 44,366 | $2.77M | 0.40% | −5,373−10.8% | Reduced |
| Sargent Bickham Lagudis LLC | 44,291 | $2.76M | 0.21% | −25,027−36.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.74M | 0.34% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 43,818 | $2.73M | 1.10% | −4,090−8.5% | Reduced |
| Wellington Shields & Co., LLC | 43,715 | $2.73M | 0.54% | −5,510−11.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 43,609 | $2.72M | 0.28% | −3,183−6.8% | Reduced |
| NTB Financial Corp | 43,599 | $2.72M | 1.90% | +43,599 | New |
| Strong Tower Advisory Services | 43,545 | $2.71M | 1.45% | +5,254+13.7% | Added |
| Old Port Advisors | 43,974 | $2.70M | 0.92% | −1,455−3.2% | Reduced |
| Sumitomo Life Insurance Co | 43,355 | $2.70M | 0.06% | −1,281−2.9% | Reduced |
| Chemung Canal Trust Co | 43,204 | $2.69M | 0.49% | −63,514−59.5% | Reduced |
| Courier Capital LLC | 43,142 | $2.69M | 0.25% | +631+1.5% | Added |
| Bragg Financial Advisors, Inc | 45,396 | $2.69M | 0.17% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 43,029 | $2.68M | 1.45% | +109+0.3% | Added |
| Fiera Capital Corp | 42,960 | $2.68M | 0.01% | −2,203−4.9% | Reduced |
| Moody National Bank Trust Division | 42,812 | $2.67M | 0.08% | −62,676−59.4% | Reduced |
| Massachusetts Financial Services Co | 42,563 | $2.65M | 0.00% | +403+1.0% | Added |
| Kendall Capital Management | 42,414 | $2.65M | 1.26% | +3,472+8.9% | Added |
| Knott David M Jr | 42,409 | $2.64M | 1.00% | +42,409 | New |
| Glassy Mountain Advisors, Inc. | 42,414 | $2.64M | 1.36% | +42,414 | New |
| Siena Capital LLC | 42,306 | $2.64M | 1.51% | +42,306 | New |
| Ethic Inc. | 42,287 | $2.64M | 0.20% | +17,038+67.5% | Added |
| Exchange Traded Concepts, LLC | 42,261 | $2.63M | 0.05% | −217,899−83.8% | Reduced |
| Barbara Oil Co. | 42,000 | $2.62M | 1.13% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 41,679 | $2.60M | 2.14% | −314−0.7% | Reduced |
| Murphy Capital Management Inc | 41,680 | $2.60M | 0.28% | −5,462−11.6% | Reduced |
| South State Corp. | 41,611 | $2.60M | 0.20% | +1,256+3.1% | Added |
| Lederer & Associates Investment Counsel | 41,596 | $2.59M | 1.50% | −956−2.2% | Reduced |
| American Portfolios Advisors | 41,570 | $2.59M | 0.09% | +5,243+14.4% | Added |
| Stratos Wealth Advisors, LLC | 41,528 | $2.59M | 0.19% | +3,929+10.4% | Added |
| Douglass Winthrop Advisors, LLC | 41,269 | $2.57M | 0.06% | −432−1.0% | Reduced |
| SWS Partners | 41,222 | $2.57M | 1.46% | +3,350+8.8% | Added |
| MidWestOne Financial Group, Inc. | 41,018 | $2.56M | 0.54% | +7,786+23.4% | Added |
| Clarkston Capital Partners, LLC | 41,016 | $2.56M | 0.04% | +41,016 | New |
| Guardian Investment Management | 40,750 | $2.54M | 1.77% | −700−1.7% | Reduced |
| Alaska Permanent Fund Corp | 39,000 | $2.53M | 0.05% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 40,555 | $2.53M | 0.10% | −10,549−20.6% | Reduced |
| Philadelphia Trust Co | 40,544 | $2.53M | 0.18% | −6,950−14.6% | Reduced |
| Triangle Securities Wealth Management | 40,539 | $2.53M | 0.79% | +1,083+2.7% | Added |
| Lincoln National Corp | 40,385 | $2.52M | 0.05% | −4,016−9.0% | Reduced |
| Sanders Morris Harris LLC | 40,364 | $2.51M | 0.43% | −500−1.2% | Reduced |
| Hills Bank & Trust Co | 40,222 | $2.51M | 0.34% | +1,010+2.6% | Added |
| Edmp, Inc. | 40,063 | $2.50M | 2.48% | −1,137−2.8% | Reduced |
| First Midwest Bank Trust Division | 40,035 | $2.50M | 0.32% | +2,802+7.5% | Added |
| Wolff Wiese Magana LLC | 39,971 | $2.49M | 1.61% | +3,102+8.4% | Added |
| Trust Co of Toledo NA | 39,903 | $2.49M | 0.37% | −97−0.2% | Reduced |
| Mirador Capital Partners LP | 39,806 | $2.48M | 0.52% | +999+2.6% | Added |
| Clear Street Markets LLC | 39,733 | $2.48M | 0.22% | +4,933+14.2% | Added |
| Altfest L J & Co Inc | 39,559 | $2.47M | 0.47% | +8,921+29.1% | Added |
| Peoples Financial Services Corp. | 39,359 | $2.45M | 0.95% | −3,770−8.7% | Reduced |
| Bank of the West | 39,342 | $2.45M | 0.23% | −70,817−64.3% | Reduced |
| Stokes Family Office, LLC | 39,344 | $2.45M | 0.31% | −881−2.2% | Reduced |
| SevenBridge Financial Group, LLC | 39,335 | $2.45M | 0.74% | −246−0.6% | Reduced |
| Capital Wealth Planning, LLC | 39,178 | $2.44M | 0.05% | −1,807−4.4% | Reduced |
| Azzad Asset Management Inc | 39,039 | $2.43M | 0.33% | +639+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 38,874 | $2.42M | 0.08% | −744−1.9% | Reduced |
| Princeton Global Asset Management LLC | 38,802 | $2.42M | 0.68% | −1,679−4.1% | Reduced |
| Koshinski Asset Management, Inc. | 38,791 | $2.42M | 0.20% | +4,194+12.1% | Added |
| Regal Investment Advisors LLC | 38,576 | $2.40M | 0.21% | +4,954+14.7% | Added |
| Arrow Financial Corp | 38,520 | $2.40M | 0.28% | +4,317+12.6% | Added |
| Private Portfolio Partners LLC | 38,371 | $2.39M | 0.61% | +1,264+3.4% | Added |
| Independent Advisor Alliance | 38,253 | $2.38M | 0.12% | +1,256+3.4% | Added |