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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,233 | $236.0K | 0.12% | −10−0.3% | Reduced |
| Montz Harcus Wealth Management LLC | 3,230 | $236.0K | 0.21% | +3,230 | New |
| Arbor Investment Advisors, LLC | 3,239 | $237.0K | 0.05% | +3,239 | New |
| Summit Trail Advisors, LLC | 3,223 | $237.0K | 0.02% | +3,223 | New |
| Deuterium Capital Management, LLC | 3,243 | $237.0K | 0.30% | +3,243 | New |
| Keystone Financial Group | 3,264 | $238.0K | 0.04% | −51−1.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,257 | $238.0K | 0.07% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3,256 | $238.0K | 0.01% | +56+1.8% | Added |
| Carlson Capital Management | 3,261 | $238.0K | 0.02% | +3,261 | New |
| Castleview Partners, LLC | 3,277 | $239.0K | 0.15% | −250,861−98.7% | Reduced |
| Patten Group, Inc. | 3,267 | $239.0K | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,269 | $239.0K | 0.11% | +3,269 | New |
| Autumn Glory Partners, LLC | 3,293 | $240.0K | 0.14% | −368−10.1% | Reduced |
| SeaBridge Investment Advisors LLC | 3,294 | $241.0K | 0.07% | −128−3.7% | Reduced |
| Hamilton Capital, LLC | 3,302 | $241.0K | 0.02% | +3,302 | New |
| Narus Financial Partners, LLC | 3,310 | $241.7K | 0.14% | +3,310 | New |
| WFA of San Diego, LLC | 3,320 | $242.0K | 0.18% | −230−6.5% | Reduced |
| First American Trust, FSB | 3,310 | $242.0K | 0.03% | +90+2.8% | Added |
| Relyea Zuckerberg Hanson LLC | 3,152 | $242.0K | 0.08% | +3,152 | New |
| Flynn Zito Capital Management, LLC | 3,331 | $243.0K | 0.21% | −400−10.7% | Reduced |
| OneAscent Financial Services LLC | 3,329 | $243.0K | 0.17% | −122−3.5% | Reduced |
| Noesis Capital Mangement Corp | 3,326 | $243.0K | 0.06% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,332 | $243.0K | 0.11% | +3,332 | New |
| Ellsworth Advisors, LLC | 3,139 | $243.0K | 0.09% | +3,139 | New |
| Pittenger & Anderson Inc | 3,345 | $244.0K | 0.01% | −3,430−50.6% | Reduced |
| Vantage Consulting Group Inc | 3,335 | $244.0K | 0.10% | −1,281−27.8% | Reduced |
| Syntax Advisors, LLC | 3,335 | $244.0K | 0.20% | −1,281−27.8% | Reduced |
| JT Stratford LLC | 3,347 | $244.0K | 0.07% | −59−1.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,336 | $244.0K | 0.26% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,363 | $245.0K | 0.02% | −75−2.2% | Reduced |
| Maxele Advisors, LLC | 3,360 | $245.4K | 0.30% | −380−10.2% | Reduced |
| German American Bancorp, Inc. | 3,375 | $246.0K | 0.04% | −540−13.8% | Reduced |
| Advisory Alpha, LLC | 3,368 | $246.0K | 0.02% | +110+3.4% | Added |
| Round Table Services, LLC | 3,384 | $247.0K | 0.04% | −202−5.6% | Reduced |
| GM Advisory Group, Inc. | 3,376 | $247.0K | 0.03% | −2−0.1% | Reduced |
| Bernardo Wealth Planning LLC | 3,389 | $247.0K | 0.12% | +139+4.3% | Added |
| Advisor OS, LLC | 3,397 | $248.0K | 0.07% | −1,805−34.7% | Reduced |
| Horizon Wealth Management, LLC | 3,399 | $248.0K | 0.08% | −374−9.9% | Reduced |
| Amica Retiree Medical Trust | 3,401 | $248.0K | 0.23% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,412 | $249.0K | 0.08% | 00.0% | Unchanged |
| Truepoint, Inc. | 3,428 | $250.0K | 0.01% | −400−10.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,443 | $251.0K | 0.10% | −245−6.6% | Reduced |
| Matrix Private Capital Group LLC | 3,411 | $251.0K | 0.12% | +2+0.1% | Added |
| Wealth Management Associates, Inc. | 3,450 | $251.9K | 0.14% | +5+0.1% | Added |
| Total Wealth Planning, LLC | 3,454 | $252.0K | 0.07% | +3,454 | New |
| Wealthquest Corp | 4,066 | $253.0K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,474 | $254.0K | 0.05% | +6+0.2% | Added |
| Westshore Wealth, LLC | 3,478 | $254.0K | 0.17% | +76+2.2% | Added |
| TNF LLC | 3,362 | $255.0K | 0.11% | +2+0.1% | Added |
| Trilogy Capital Inc. | 3,491 | $255.0K | 0.02% | +3,491 | New |
| Monument Capital Management | 3,494 | $255.0K | 0.08% | +3,494 | New |
| Lokken Investment Group LLC | 3,400 | $256.0K | 0.20% | −61−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 3,509 | $256.0K | 0.03% | +401+12.9% | Added |
| Armbruster Capital Management, Inc. | 3,515 | $257.0K | 0.06% | −100−2.8% | Reduced |
| Optas, LLC | 3,520 | $258.0K | 0.08% | +315+9.8% | Added |
| NEIRG Wealth Management, LLC | 3,551 | $259.0K | 0.05% | +100+2.9% | Added |
| Versor Investments LP | 3,551 | $259.0K | 0.01% | +3,551 | New |
| David Loasby | 3,335 | $259.0K | 0.03% | +3,335 | New |
| Rice Hall James & Associates, LLC | 3,570 | $261.0K | 0.01% | −300−7.8% | Reduced |
| Quantum Private Wealth, LLC | 3,585 | $261.0K | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,572 | $261.0K | 0.08% | +648+22.2% | Added |
| Ardent Capital Management, Inc. | 3,608 | $263.0K | 0.18% | −1,500−29.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,600 | $263.0K | 0.02% | −863−19.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,580 | $263.0K | 0.16% | −25−0.7% | Reduced |
| S.E.E.D. Planning Group LLC | 3,600 | $263.0K | 0.11% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,623 | $265.0K | 0.00% | −1,435−28.4% | Reduced |
| Investment Advisory Group, LLC | 3,637 | $265.0K | 0.16% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $266.0K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 3,638 | $266.0K | 0.09% | +3,638 | New |
| Brave Asset Management Inc | 3,659 | $267.0K | 0.09% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 3,662 | $268.0K | 0.13% | −702−16.1% | Reduced |
| Forte Capital LLC | 4,303 | $268.0K | 0.03% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,678 | $268.0K | 0.15% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,683 | $269.0K | 0.00% | −106−2.8% | Reduced |
| Abbot Financial Management, Inc. | 3,685 | $269.0K | 0.13% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,686 | $269.0K | 0.02% | +386+11.7% | Added |
| 1832 Asset Management L.P. | 3,720 | $269.0K | 0.00% | +3,400+1,062.5% | Added |
| Skba Capital Management LLC | 3,700 | $270.0K | 0.05% | −500−11.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,693 | $270.0K | 0.15% | −204−5.2% | Reduced |
| Northstar Asset Management LLC | 3,700 | $270.0K | 0.07% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,696 | $270.0K | 0.02% | +350+10.5% | Added |
| Trinity Financial Advisors LLC | 3,710 | $271.0K | 0.17% | −100−2.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,725 | $272.0K | 0.17% | +10.0% | Added |
| CFO4Life Group, LLC | 3,734 | $273.0K | 0.06% | +25+0.7% | Added |
| Addison Advisors LLC | 3,732 | $273.0K | 0.15% | +548+17.2% | Added |
| Ellenbecker Investment Group | 3,759 | $274.0K | 0.08% | +18+0.5% | Added |
| Pegasus Partners Ltd. | 3,750 | $274.0K | 0.05% | +3,750 | New |
| Quent Capital, LLC | 3,763 | $275.0K | 0.05% | +211+5.9% | Added |
| Koss-Olinger Consulting, LLC | 3,766 | $275.0K | 0.04% | +435+13.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,760 | $275.0K | 0.02% | +3,760 | New |
| Graham Capital Management, L.P. | 3,791 | $276.0K | 0.01% | +3,791 | New |
| Aveo Capital Partners, LLC | 3,787 | $277.0K | 0.05% | +2+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,797 | $277.0K | 0.17% | +9+0.2% | Added |
| Moreno Evelyn V | 3,787 | $277.0K | 0.06% | +3,787 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,807 | $278.0K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 3,805 | $278.0K | 0.03% | +60+1.6% | Added |
| Prentice Wealth Management LLC | 3,844 | $278.0K | 0.13% | +3,844 | New |
| Trust Co of Kansas | 3,825 | $279.0K | 0.15% | −53−1.4% | Reduced |
| Tranquility Partners, LLC | 3,825 | $279.0K | 0.13% | +399+11.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,839 | $280.0K | 0.13% | 00.0% | Unchanged |