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, Q1 2022
Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2022. 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
- 2,522
- +98 vs. Q4 2021
- Shares held
- 1.63B
- +30.8M (+1.9%) vs. Q4 2021
- Total value
- $119.2B
- +$19.3B (+19.3%) vs. Q4 2021
- New holders
- 212
- 989 more added
- Sold out
- 114
- 998 more reduced
27 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.04% | −3−23.1% | Reduced |
| GoalVest Advisory LLC | 15 | $1.00K | 0.00% | +15 | New |
| Old North State Trust, LLC | 19 | $1.36K | 1.09% | −18,543−99.9% | Reduced |
| WestEnd Advisors, LLC | – | $1.61K | 0.00% | – | – |
| Alaethes Wealth LLC | 24 | $2.00K | 0.00% | −24−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 41 | $3.00K | 0.01% | −7−14.6% | Reduced |
| Copeland Capital Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 68 | $5.00K | 0.00% | −67−49.6% | Reduced |
| Westchester Capital Management, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 81 | $6.00K | 0.00% | +1+1.3% | Added |
| Tucker Asset Management LLC | 91 | $6.65K | 0.00% | +73+405.6% | Added |
| NVWM, LLC | 100 | $7.00K | 0.00% | −250−71.4% | Reduced |
| Kozak & Associates, Inc. | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 553,202 | $8.00K | 0.03% | +545,568+7,146.6% | Added |
| Atticus Wealth Management, LLC | 116 | $8.00K | 0.00% | −784−87.1% | Reduced |
| Aspire Private Capital, LLC | 121 | $9.00K | 0.00% | −89−42.4% | Reduced |
| Financial Avengers, Inc. | 118 | $9.00K | 0.01% | +1+0.9% | Added |
| Kelly Financial Services LLC | 135 | $9.88K | 0.00% | −21−13.5% | Reduced |
| Wealthstreet Investment Advisors, LLC | 150 | $11.0K | 0.30% | 00.0% | Unchanged |
| Retirement Group, LLC | 145 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 152 | $11.0K | 0.01% | +53+53.5% | Added |
| GW&K Investment Management, LLC | 156 | $11.0K | 0.00% | +156 | New |
| Simplex Trading, LLC | 175 | $12.0K | 0.00% | −162,939−99.9% | Reduced |
| Johnson Midwest Financial, LLC | 169 | $12.0K | 0.02% | +1+0.6% | Added |
| Cedar Mountain Advisors, LLC | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 188 | $14.0K | 0.01% | −89−32.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 196 | $14.0K | 0.01% | +26+15.3% | Added |
| Advanced Research Investment Solutions, LLC | 186 | $14.0K | 0.01% | +186 | New |
| Perkins Coie Trust Co | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $15.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 237 | $17.0K | 0.01% | +2+0.9% | Added |
| Fairfield Financial Advisors, LTD | 237 | $17.3K | 0.01% | +237 | New |
| Siena Capital LLC | 250 | $18.0K | 0.01% | −42,056−99.4% | Reduced |
| Cordant, Inc. | 251 | $18.0K | 0.01% | +251 | New |
| McClarren Financial Advisors, Inc. | 283 | $20.0K | 0.01% | +1+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 277 | $20.0K | 0.01% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 267 | $20.0K | 0.01% | +267 | New |
| Bromfield Sneider Wealth Advisors | 278 | $20.0K | 0.02% | +278 | New |
| Halpern Financial, Inc. | 300 | $21.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $22.0K | 0.01% | −300−50.0% | Reduced |
| IAG Wealth Partners, LLC | 335 | $24.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 329 | $24.0K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 332 | $24.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 341 | $25.0K | 0.00% | +181+113.1% | Added |
| Mizuho Securities Co. Ltd. | 339 | $25.0K | 0.01% | +239+239.0% | Added |
| RE Dickinson Investment Advisors, LLC | 350 | $26.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 375 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 373 | $27.0K | 0.01% | +42+12.7% | Added |
| Nauset Wealth Management. LLC | 374 | $27.0K | 0.02% | +374 | New |
| Conrad Siegel Investment Advisors, Inc. | 380 | $28.0K | 0.03% | +380 | New |
| Sawyer & Company, Inc | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 403 | $29.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 400 | $29.0K | 0.02% | +400 | New |
| Carl Stuart Investment Advisor, Inc | 411 | $30.0K | 0.02% | +411 | New |
| Ulland Investment Advisors, LLC | 435 | $32.0K | 0.02% | +120+38.1% | Added |
| Costello Asset Management, INC | 450 | $33.0K | 0.02% | −1,850−80.4% | Reduced |
| PrairieView Partners, LLC | 450 | $33.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 471 | $34.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 463 | $34.0K | 0.00% | +36+8.4% | Added |
| Tanaka Capital Management Inc | 486 | $35.0K | 0.07% | −266−35.4% | Reduced |
| PFS Partners, LLC | 484 | $35.3K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $36.5K | 0.03% | 00.0% | Unchanged |
| James Investment Research Inc | 500 | $37.0K | 0.00% | −200−28.6% | Reduced |
| Guardian Wealth Management, Inc. | 508 | $37.0K | 0.04% | −11−2.1% | Reduced |
| Winch Advisory Services, LLC | 501 | $37.0K | 0.01% | +1+0.2% | Added |
| Acima Private Wealth, LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 510 | $37.0K | 0.01% | +250+96.2% | Added |
| Cribstone Capital Management, LLC | 515 | $38.0K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 528 | $38.0K | 0.03% | +45+9.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 528 | $39.0K | 0.00% | +101+23.7% | Added |
| Joseph P. Lucia & Associates, LLC | 530 | $39.0K | 0.02% | +530 | New |
| Heritage Wealth Management, LLC | 547 | $40.0K | 0.01% | +547 | New |
| Vestor Capital, LLC | 566 | $41.0K | 0.00% | +566 | New |
| Paladin Advisory Group, LLC | 563 | $41.0K | 0.03% | +563 | New |
| First Quadrant L P | 584 | $43.0K | 0.24% | −24,749−97.7% | Reduced |
| HighMark Wealth Management LLC | 624 | $46.0K | 0.03% | +41+7.0% | Added |
| Creative Financial Designs Inc | 650 | $47.0K | 0.01% | −6,278−90.6% | Reduced |
| McCarthy Asset Management, Inc. | 654 | $48.0K | 0.03% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 675 | $49.0K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 675 | $49.0K | 0.07% | +25+3.8% | Added |
| Tarbox Family Office, Inc. | 695 | $51.0K | 0.01% | −5,705−89.1% | Reduced |
| Tacita Capital Inc | 695 | $51.0K | 0.03% | +295+73.8% | Added |
| Column Capital Advisors, LLC | 700 | $51.0K | 0.01% | +639+1,047.5% | Added |
| KB Financial Partners, LLC | 755 | $55.0K | 0.02% | −1−0.1% | Reduced |
| Seldon Capital LP | 747 | $55.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 771 | $56.0K | 0.06% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 770 | $56.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 787 | $57.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 805 | $59.0K | 0.01% | +21+2.7% | Added |
| Founders Capital Management | 999 | $62.0K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 860 | $62.8K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 868 | $63.0K | 0.06% | −34−3.8% | Reduced |