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
- 2,521
- +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 | 2,530 | $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 |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management, LLC | 867 | $63.0K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 871 | $64.0K | 0.03% | −6,909−88.8% | Reduced |
| WD Rutherford LLC | 890 | $65.0K | 0.04% | +890 | New |
| MayTech Global Investments, LLC | 916 | $67.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 914 | $67.0K | 0.03% | +291+46.7% | Added |
| Laffer Tengler Investments | 930 | $67.9K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 930 | $68.0K | 0.06% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 933 | $68.0K | 0.02% | +210+29.0% | Added |
| Front Row Advisors LLC | 943 | $69.0K | 0.03% | −18−1.9% | Reduced |
| Financial Connections Group, Inc. | 978 | $71.0K | 0.07% | −373−27.6% | Reduced |
| West Paces Advisors Inc. | 1,032 | $75.4K | 0.02% | −402−28.0% | Reduced |
| Mascoma Wealth Management LLC | 1,037 | $76.0K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,036 | $76.0K | 0.10% | +1,036 | New |
| Atlantic Trust, LLC | 1,060 | $77.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,075 | $79.0K | 0.09% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,077 | $79.0K | 0.01% | +9+0.8% | Added |
| Freedman Financial Associates, Inc. | 1,102 | $81.0K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,110 | $81.0K | 0.09% | +68+6.5% | Added |
| Core Alternative Capital | 1,120 | $82.0K | 0.02% | +674+151.1% | Added |
| Harding Loevner LP | 1,086 | $83.0K | 0.00% | −382−26.0% | Reduced |
| Ahrens Investment Partners LLC | 1,140 | $83.0K | 0.03% | +400+54.1% | Added |
| Earnest Partners LLC | 1,147 | $84.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 1,160 | $84.0K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,170 | $85.0K | 0.05% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,160 | $85.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,195 | $87.0K | 0.02% | −1,630−57.7% | Reduced |
| Canton Hathaway, LLC | 1,195 | $87.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,191 | $87.0K | 0.03% | +1+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,193 | $87.0K | 0.03% | +2+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 1,200 | $88.0K | 0.03% | −42−3.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,216 | $89.8K | 0.01% | −470−27.9% | Reduced |
| Solstein Capital, LLC | 1,240 | $91.0K | 0.06% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,258 | $92.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,259 | $92.0K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 1,264 | $92.0K | 0.09% | +233+22.6% | Added |
| BDO Wealth Advisors, LLC | 1,282 | $94.0K | 0.01% | −735−36.4% | Reduced |
| Cordasco Financial Network | 1,307 | $95.0K | 0.06% | +10+0.8% | Added |
| JJJ Advisors Inc. | 1,300 | $95.0K | 0.03% | +37+2.9% | Added |
| SJS Investment Consulting Inc. | 1,294 | $95.0K | 0.03% | +62+5.0% | Added |
| Sageworth Trust Co | 1,300 | $95.0K | 0.01% | +1,300 | New |
| Arlington Partners LLC | 1,316 | $96.0K | 0.03% | +74+6.0% | Added |
| Curi Capital | 1,323 | $96.0K | 0.02% | +667+101.7% | Added |
| Itau Unibanco Holding S.A. | 1,333 | $97.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,570 | $98.0K | 0.05% | +1,570 | New |
| Asahi Life Asset Management Co., Ltd. | 1,350 | $99.0K | 0.01% | −10,520−88.6% | Reduced |
| Byrne Asset Management LLC | 1,351 | $99.0K | 0.06% | −73−5.1% | Reduced |
| RWM Asset Management, LLC | 1,372 | $100.0K | 0.02% | +412+42.9% | Added |
| MV Capital Management, Inc. | 1,391 | $102.0K | 0.02% | +135+10.7% | Added |
| Orion Capital Management LLC | 1,450 | $106.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,453 | $106.1K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,513 | $110.0K | 0.05% | −30−1.9% | Reduced |
| Center for Financial Planning, Inc. | 1,504 | $110.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,537 | $112.0K | 0.01% | −104−6.3% | Reduced |
| First Personal Financial Services | 1,555 | $114.0K | 0.03% | −10−0.6% | Reduced |
| CKW Financial Group | 1,550 | $114.0K | 0.02% | +400+34.8% | Added |
| Timber Creek Capital Management LLC | 1,575 | $115.0K | 0.03% | 00.0% | Unchanged |
| Claremont Financial Group, Inc. | 1,500 | $116.0K | 0.50% | +1,500 | New |
| Evoke Wealth, LLC | 1,589 | $117.0K | 0.00% | −2,074−56.6% | Reduced |
| WR Wealth Planners, LLC | 1,612 | $117.8K | 0.07% | +1,612 | New |
| Coastal Capital Group, Inc. | 1,642 | $120.0K | 0.03% | +51+3.2% | Added |
| Mach-1 Financial Group, Inc. | 1,710 | $124.0K | 0.09% | −15−0.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $124.0K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,729 | $126.0K | 0.04% | +600+53.1% | Added |
| Compagnie Lombard Odier SCmA | 1,735 | $127.0K | 0.00% | −1,040−37.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,739 | $127.0K | 0.06% | +78+4.7% | Added |
| Laurel Wealth Planning LLC | 1,750 | $128.0K | 0.09% | +1,750 | New |
| Carolinas Wealth Consulting LLC | 1,770 | $130.0K | 0.03% | +27+1.5% | Added |
| Norwood Financial Corp | 1,800 | $131.0K | 0.19% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,788 | $131.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,815 | $132.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 1,848 | $135.0K | 0.01% | +1+0.1% | Added |
| Northwest Investment Counselors, LLC | 1,879 | $137.0K | 0.04% | +23+1.2% | Added |
| US Asset Management LLC | 1,871 | $137.0K | 0.13% | +1,871 | New |
| Cyrus J. Lawrence, LLC | 1,900 | $139.0K | 0.03% | +1,900 | New |
| Cranbrook Wealth Management, LLC | 1,909 | $140.0K | 0.03% | −90−4.5% | Reduced |
| Lee Financial Co | 1,927 | $141.0K | 0.03% | −208−9.7% | Reduced |
| Tortoise Investment Management, LLC | 1,936 | $141.0K | 0.03% | +115+6.3% | Added |
| Cornerstone Management, Inc. | 1,941 | $141.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,982 | $145.0K | 0.05% | +146+8.0% | Added |
| Magnolia Capital Management Ltd | 2,000 | $146.0K | 0.12% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,056 | $150.0K | 0.02% | −1,499−42.2% | Reduced |
| Bogart Wealth, LLC | 2,053 | $150.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,052 | $150.0K | 0.10% | +1,082+111.5% | Added |
| McIlrath & Eck, LLC | 2,088 | $152.0K | 0.04% | +15+0.7% | Added |
| Cowen Prime Advisors LLC | 2,100 | $153.0K | 0.06% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,105 | $153.7K | 0.04% | −5,788−73.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,150 | $157.0K | 0.02% | −2,590−54.6% | Reduced |
| Heritage Wealth Advisors | 2,166 | $158.0K | 0.01% | −1,700−44.0% | Reduced |
| Wellspring Financial Advisors, LLC | 2,197 | $160.0K | 0.05% | +2,197 | New |
| Catalyst Capital Advisors LLC | 2,210 | $161.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,194 | $161.0K | 0.00% | +1,094+99.5% | Added |
| TFC Financial Management | 2,247 | $164.0K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,265 | $165.0K | 0.03% | −158−6.5% | Reduced |
| Blue Chip Partners, Inc. | 2,285 | $167.0K | 0.02% | −478−17.3% | Reduced |
| State of Wyoming | 2,295 | $168.0K | 0.08% | −950−29.3% | Reduced |
| American National Bank | 2,345 | $171.0K | 0.03% | −1,369−36.9% | Reduced |
| Penserra Capital Management LLC | 2,469 | $179.0K | 0.00% | +1,881+319.9% | Added |
| Simon Quick Advisors, LLC | 2,469 | $180.0K | 0.05% | −84−3.3% | Reduced |
| Global Financial Private Client, LLC | 2,463 | $181.8K | 0.09% | −189−7.1% | Reduced |
| BerganKDV Wealth Management, LLC | 2,508 | $183.0K | 0.02% | −236−8.6% | Reduced |