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, 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
- 2,521
- +97 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
- 211
- 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 14,078 | $1.03M | 0.36% | −510−3.5% | Reduced |
| Elmwood Wealth Management, Inc. | 14,121 | $1.03M | 0.53% | −567−3.9% | Reduced |
| Jones Financial Companies LLLP | 14,118 | $1.03M | 0.00% | +1,073+8.2% | Added |
| Chesapeake Wealth Management | 14,144 | $1.03M | 0.38% | −573−3.9% | Reduced |
| Independent Financial Group, LLC | 14,151 | $1.03M | 0.08% | −4,614−24.6% | Reduced |
| Greytown Advisors Inc. | 14,075 | $1.03M | 0.50% | −5,135−26.7% | Reduced |
| WBH Advisory Inc | 13,405 | $1.03M | 0.13% | −1,668−11.1% | Reduced |
| Vectors Research Management, LLC | 14,173 | $1.03M | 0.23% | −73−0.5% | Reduced |
| Aspen Investment Management Inc | 14,176 | $1.04M | 0.54% | +4,850+52.0% | Added |
| HNP Capital LLC | 14,246 | $1.04M | 0.25% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 14,282 | $1.04M | 0.37% | 00.0% | Unchanged |
| One Capital Management, LLC | 14,322 | $1.04M | 0.06% | −658−4.4% | Reduced |
| Westhampton Capital, LLC | 14,312 | $1.04M | 0.67% | −200−1.4% | Reduced |
| Evermay Wealth Management LLC | 14,382 | $1.05M | 0.18% | +73+0.5% | Added |
| Athena Investment Management | 14,374 | $1.05M | 0.81% | +14,374 | New |
| Cohen Capital Management, Inc. | 14,390 | $1.05M | 0.18% | +40+0.3% | Added |
| Valley National Advisers Inc | 14,420 | $1.05M | 0.20% | +1,108+8.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 14,462 | $1.06M | 0.45% | −40.0% | Reduced |
| Fulcrum Asset Management LLP | – | $1.06M | 0.31% | – | – |
| Walter & Keenan Financial Consulting Co | 14,521 | $1.06M | 0.36% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 14,547 | $1.06M | 0.00% | −8,430−36.7% | Reduced |
| Confluence Wealth Services, Inc. | 14,545 | $1.06M | 0.38% | −1,008−6.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,537 | $1.06M | 0.38% | +210+1.5% | Added |
| Bridgewater Advisors Inc. | 14,592 | $1.07M | 0.26% | +230+1.6% | Added |
| Investment Partners, Ltd. | 14,654 | $1.07M | 0.45% | +29+0.2% | Added |
| Massmutual Trust Co FSB | 14,659 | $1.07M | 0.04% | −587−3.9% | Reduced |
| Aureus Asset Management, LLC | 14,671 | $1.07M | 0.07% | +105+0.7% | Added |
| Cowen and Company, LLC | 14,675 | $1.07M | 0.11% | +4,767+48.1% | Added |
| Alera Investment Advisors, LLC | 14,669 | $1.07M | 0.25% | +14,669 | New |
| Cornerstone Investment Partners, LLC | 14,713 | $1.07M | 0.06% | −714,164−98.0% | Reduced |
| Avidian Wealth Solutions, LLC | 14,702 | $1.07M | 0.07% | −806−5.2% | Reduced |
| ETF Managers Group, LLC | 14,603 | $1.07M | 0.02% | −3,129−17.6% | Reduced |
| Saybrook Capital | 14,863 | $1.08M | 0.29% | −83−0.6% | Reduced |
| First PREMIER Bank | 14,950 | $1.09M | 0.29% | +937+6.7% | Added |
| Meridian Management Co | 14,985 | $1.09M | 0.35% | 00.0% | Unchanged |
| Central Bank & Trust Co | 15,000 | $1.09M | 0.17% | −1,859−11.0% | Reduced |
| Sax Wealth Advisors, LLC | 15,009 | $1.10M | 0.27% | −2,787−15.7% | Reduced |
| Cornerstone Wealth Management, LLC | 15,023 | $1.10M | 0.11% | −793−5.0% | Reduced |
| Wealth Effects LLC | 15,024 | $1.10M | 0.51% | −564−3.6% | Reduced |
| Texas Yale Capital Corp. | 15,021 | $1.10M | 0.06% | +765+5.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 15,048 | $1.10M | 0.12% | −50.0% | Reduced |
| Orion Portfolio Solutions, LLC | 15,046 | $1.10M | 0.04% | +1,484+10.9% | Added |
| O'Rourke & Company, Inc | 15,085 | $1.10M | 0.76% | −3,200−17.5% | Reduced |
| Boston Financial Mangement LLC | 15,152 | $1.11M | 0.04% | −271−1.8% | Reduced |
| KRS Capital Management, LLC | 15,167 | $1.11M | 1.20% | −67−0.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 15,177 | $1.11M | 0.30% | +833+5.8% | Added |
| Bank of New Hampshire | 15,178 | $1.11M | 0.27% | +880+6.2% | Added |
| Loveless Wealth Management LLC | 15,182 | $1.11M | 0.63% | +225+1.5% | Added |
| BBR Partners, LLC | 15,229 | $1.11M | 0.10% | +9,087+147.9% | Added |
| Richwood Investment Advisors, LLC | 15,263 | $1.11M | 1.00% | +70+0.5% | Added |
| Tompkins Financial Corp | 15,262 | $1.11M | 0.16% | +4,641+43.7% | Added |
| Krilogy Financial LLC | 15,293 | $1.12M | 0.11% | −1,739−10.2% | Reduced |
| Capstone Financial Advisors, Inc. | 15,295 | $1.12M | 0.08% | +7,455+95.1% | Added |
| Mystic Asset Management, Inc. | 15,349 | $1.12M | 0.60% | −1,010−6.2% | Reduced |
| NCM Capital Management, LLC | 15,507 | $1.13M | 0.71% | −500−3.1% | Reduced |
| Arete Wealth Advisors, LLC | 15,543 | $1.14M | 0.10% | +429+2.8% | Added |
| Laurel Wealth Advisors, Inc. | 15,592 | $1.14M | 0.09% | −375−2.3% | Reduced |
| First Financial Bank - Trust Division | 15,621 | $1.14M | 0.12% | −397−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,622 | $1.14M | 0.24% | +4,946+46.3% | Added |
| Peterson Financial Group, Inc. | 15,639 | $1.14M | 0.95% | +827+5.6% | Added |
| Good Life Advisors, LLC | 15,703 | $1.15M | 0.14% | +477+3.1% | Added |
| Accredited Investors Inc. | 15,744 | $1.15M | 0.10% | +40+0.3% | Added |
| Harrison & Co Wealth Management, LLC | 15,758 | $1.15M | 1.01% | +760+5.1% | Added |
| Marble Harbor Investment Counsel, LLC | 15,781 | $1.15M | 0.14% | +1,500+10.5% | Added |
| Brewin Dolphin Ltd | 15,797 | $1.15M | 0.05% | −144−0.9% | Reduced |
| InTrack Investment Management Inc | 15,817 | $1.16M | 0.94% | −962−5.7% | Reduced |
| Quadrant Capital Group LLC | 15,881 | $1.16M | 0.14% | +2,514+18.8% | Added |
| Quantinno Capital Management LP | 15,888 | $1.16M | 0.18% | +5,364+51.0% | Added |
| Kensington Investment Counsel, LLC | 15,898 | $1.16M | 0.77% | −631−3.8% | Reduced |
| Washington Trust Co | 15,915 | $1.16M | 0.05% | −500−3.0% | Reduced |
| HCR Wealth Advisors | 15,961 | $1.17M | 0.19% | −3,150−16.5% | Reduced |
| Berkeley Capital Partners, LLC | 15,972 | $1.17M | 0.46% | +6,015+60.4% | Added |
| Bluefin Capital Management, LLC | 16,000 | $1.17M | 0.20% | −30,063−65.3% | Reduced |
| Personal Cfo Solutions, LLC | 16,106 | $1.18M | 0.23% | −1,793−10.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,101 | $1.18M | 0.02% | +862+5.7% | Added |
| Summit Financial Wealth Advisors, LLC | 16,146 | $1.18M | 0.24% | −1,352−7.7% | Reduced |
| Spirit of America Management Corp | 16,250 | $1.19M | 0.23% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 16,249 | $1.19M | 0.70% | +50+0.3% | Added |
| Eudaimonia Partners, LLC | 16,256 | $1.19M | 0.20% | +16,256 | New |
| Clarius Group, LLC | 19,089 | $1.19M | 0.09% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 16,334 | $1.19M | 0.10% | −2,504−13.3% | Reduced |
| Avantax Planning Partners, Inc. | 16,366 | $1.20M | 0.05% | −17,721−52.0% | Reduced |
| Global Retirement Partners, LLC | 15,531 | $1.20M | 0.09% | +15,531 | New |
| RFG Advisory, LLC | 16,443 | $1.20M | 0.08% | +420+2.6% | Added |
| Bridges Investment Management Inc | 16,464 | $1.20M | 0.04% | −1,400−7.8% | Reduced |
| Physicians Financial Services, Inc. | 16,504 | $1.21M | 0.46% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 16,508 | $1.21M | 0.99% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 16,530 | $1.21M | 0.68% | +2,012+13.9% | Added |
| Everett Harris & Co | 16,565 | $1.21M | 0.02% | +395+2.4% | Added |
| Cowa, LLC | 16,578 | $1.21M | 0.60% | −206−1.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 16,578 | $1.21M | 0.01% | +1,216+7.9% | Added |
| IHT Wealth Management, LLC | 16,673 | $1.22M | 0.09% | +325+2.0% | Added |
| OPSEU Pension Plan Trust Fund | 16,609 | $1.22M | 0.29% | +1,273+8.3% | Added |
| Change Path, LLC | 16,740 | $1.22M | 0.06% | +1,543+10.2% | Added |
| Comerica Securities,inc. | 16,629 | $1.22M | 0.08% | +5,907+55.1% | Added |
| Fruth Investment Management | 16,784 | $1.23M | 0.34% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 16,800 | $1.23M | 0.64% | −400−2.3% | Reduced |
| Estabrook Capital Management | 16,822 | $1.23M | 0.18% | −258−1.5% | Reduced |
| Ategra Capital Management, LLC | 16,822 | $1.23M | 0.56% | −269−1.6% | Reduced |
| Crescent Grove Advisors, LLC | 16,745 | $1.23M | 0.12% | +1,555+10.2% | Added |