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 |
|---|---|---|---|---|---|
| Girard Partners Ltd. | 3,848 | $281.0K | 0.03% | −171−4.3% | Reduced |
| Signet Financial Management, LLC | 3,848 | $281.0K | 0.05% | +688+21.8% | Added |
| Sandy Cove Advisors, LLC | 3,875 | $283.0K | 0.24% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,842 | $283.0K | 0.05% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 3,901 | $285.0K | 0.08% | −200−4.9% | Reduced |
| Proficio Capital Partners LLC | 3,918 | $286.0K | 0.04% | −1,335−25.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,917 | $286.0K | 0.02% | −125−3.1% | Reduced |
| Saratoga Research & Investment Management | 3,919 | $286.0K | 0.01% | −58−1.5% | Reduced |
| Magnus Financial Group LLC | 3,920 | $286.0K | 0.05% | +599+18.0% | Added |
| DeDora Capital, Inc. | 3,922 | $286.0K | 0.12% | +3,922 | New |
| Glen Eagle Advisors, LLC | 3,924 | $286.6K | 0.07% | +1,064+37.2% | Added |
| Clean Yield Group | 3,926 | $287.0K | 0.10% | −1,552−28.3% | Reduced |
| Westover Capital Advisors, LLC | 3,925 | $287.0K | 0.09% | −190−4.6% | Reduced |
| Doheny Asset Management | 3,929 | $287.0K | 0.21% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,925 | $287.0K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,924 | $287.0K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,928 | $287.0K | 0.01% | +29+0.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,948 | $288.0K | 0.09% | −450−10.2% | Reduced |
| StrategIQ Financial Group, LLC | 3,950 | $288.0K | 0.03% | −392−9.0% | Reduced |
| Aua Capital Management, LLC | 3,937 | $288.0K | 0.15% | 00.0% | Unchanged |
| MA Private Wealth | 3,944 | $288.0K | 0.05% | +24+0.6% | Added |
| Watershed Asset Management, L.L.C. | 3,937 | $288.0K | 0.29% | +3,937 | New |
| Dillon & Associates Inc | 3,955 | $289.0K | 0.05% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,955 | $289.0K | 0.10% | +120+3.1% | Added |
| DSC Advisors, L.P. | 3,953 | $289.0K | 0.23% | +3,953 | New |
| Riverbridge Partners LLC | 3,981 | $291.0K | 0.00% | −1,444−26.6% | Reduced |
| Endurance Wealth Management, Inc. | 3,983 | $291.0K | 0.04% | −5−0.1% | Reduced |
| Ssi Investment Management LLC | 3,962 | $291.0K | 0.02% | −41−1.0% | Reduced |
| West Coast Financial LLC | 3,988 | $291.0K | 0.04% | +256+6.9% | Added |
| MQS Management LLC | 3,993 | $292.0K | 0.24% | −5,041−55.8% | Reduced |
| Cypress Capital Management LLC | 4,003 | $292.0K | 0.04% | −800−16.7% | Reduced |
| World Equity Group, Inc. | 4,020 | $293.5K | 0.06% | +4,020 | New |
| Winslow Asset Management Inc | 4,021 | $294.0K | 0.06% | −485−10.8% | Reduced |
| Orser Capital Management, LLC | 4,030 | $294.0K | 0.18% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 4,036 | $295.0K | 0.00% | −38,527−90.5% | Reduced |
| Great Diamond Partners, LLC | 4,049 | $295.0K | 0.08% | +4,049 | New |
| Long Run Wealth Advisors, LLC | 4,069 | $296.0K | 0.10% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,070 | $297.0K | 0.22% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,063 | $297.0K | 0.13% | 00.0% | Unchanged |
| MEMBERS Trust Co | 4,085 | $298.0K | 0.01% | −590−12.6% | Reduced |
| Quad-Cities Investment Group, LLC | 4,077 | $298.0K | 0.19% | +9+0.2% | Added |
| Tiedemann Advisors, LLC | 4,035 | $298.0K | 0.02% | +323+8.7% | Added |
| DF Dent & Co Inc | 4,080 | $298.0K | 0.00% | +492+13.7% | Added |
| Basepoint Wealth LLC | 4,090 | $298.7K | 0.28% | −130−3.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,105 | $299.0K | 0.07% | +20.0% | Added |
| Carmichael Hill & Associates, Inc. | 4,108 | $300.0K | 0.15% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,922 | $300.0K | 0.25% | +415+11.8% | Added |
| Bristlecone Advisors, LLC | 4,117 | $301.0K | 0.04% | −220−5.1% | Reduced |
| Sand Hill Global Advisors, LLC | 4,128 | $301.0K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,115 | $301.0K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 4,115 | $301.0K | 0.07% | +4,115 | New |
| Personal Wealth Partners | 4,129 | $302.0K | 0.13% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 4,145 | $303.0K | 0.09% | −600−12.6% | Reduced |
| Camden National Bank | 4,153 | $303.0K | 0.05% | −550−11.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,169 | $304.0K | 0.03% | +301+7.8% | Added |
| Segment Wealth Management, LLC | 4,173 | $305.0K | 0.03% | −255−5.8% | Reduced |
| Thrive Wealth Management, LLC | 4,181 | $305.0K | 0.09% | +628+17.7% | Added |
| SkyOak Wealth, LLC | 4,197 | $306.0K | 0.09% | +3+0.1% | Added |
| Cassady Schiller Wealth Management, LLC | 4,186 | $306.0K | 0.15% | +203+5.1% | Added |
| Kolinsky Wealth Management, LLC | 4,198 | $307.0K | 0.30% | −218−4.9% | Reduced |
| Gryphon Financial Partners LLC | 4,200 | $307.0K | 0.06% | +71+1.7% | Added |
| West Branch Capital LLC | 4,211 | $308.0K | 0.15% | −292−6.5% | Reduced |
| Keeley-Teton Advisors, LLC | 4,232 | $309.0K | 0.03% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 4,250 | $310.0K | 0.03% | −139−3.2% | Reduced |
| Private Ocean, LLC | 4,249 | $310.0K | 0.04% | +9+0.2% | Added |
| Walker Asset Management, LLC | 4,249 | $310.0K | 0.25% | +31+0.7% | Added |
| Sage Rhino Capital LLC | 4,253 | $311.0K | 0.09% | −11−0.3% | Reduced |
| Delta Investment Management, LLC | 4,252 | $311.0K | 0.09% | 00.0% | Unchanged |
| Kings Point Capital Management | 4,280 | $313.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,300 | $314.0K | 0.16% | −256−5.6% | Reduced |
| Towercrest Capital Management | 4,307 | $315.0K | 0.06% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,280 | $315.0K | 0.09% | −25−0.6% | Reduced |
| Sage Mountain Advisors LLC | 4,372 | $319.0K | 0.05% | −1,101−20.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,366 | $319.0K | 0.06% | −39−0.9% | Reduced |
| Barr E S & Co | 4,367 | $319.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 4,365 | $319.0K | 0.04% | +1,316+43.2% | Added |
| Northside Capital Management, LLC | 4,380 | $320.0K | 0.09% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,387 | $320.0K | 0.07% | +38+0.9% | Added |
| MBL Wealth, LLC | 4,395 | $321.0K | 0.08% | +4,395 | New |
| Foundations Investment Advisors, LLC | 4,165 | $323.0K | 0.01% | −604−12.7% | Reduced |
| Strategic Blueprint, LLC | 4,441 | $324.0K | 0.04% | −13−0.3% | Reduced |
| Five Oceans Advisors | 4,449 | $325.0K | 0.29% | +191+4.5% | Added |
| Lakeview Capital Partners, LLC | 4,486 | $328.0K | 0.17% | −167−3.6% | Reduced |
| CMG Global Holdings, LLC | 4,491 | $328.0K | 0.27% | +74+1.7% | Added |
| Integrated Investment Consultants, LLC | 4,485 | $328.0K | 0.09% | +364+8.8% | Added |
| Pure Financial Advisors, Inc. | 4,509 | $329.0K | 0.02% | +767+20.5% | Added |
| Terry L. Blaker | 4,540 | $332.0K | 0.03% | −137−2.9% | Reduced |
| Spinnaker Investment Group, LLC | 4,531 | $332.0K | 0.11% | +555+14.0% | Added |
| Symphony Financial, Ltd. Co. | 4,298 | $332.0K | 0.08% | +711+19.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,548 | $332.0K | 0.03% | +1,263+38.4% | Added |
| Dakota Wealth Management | 4,540 | $332.0K | 0.03% | +4,540 | New |
| Asio Capital, LLC | 4,562 | $333.0K | 0.09% | −300−6.2% | Reduced |
| Waycross Partners, LLC | 4,557 | $333.0K | 0.19% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,585 | $335.0K | 0.03% | −775−14.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,386 | $335.0K | 0.17% | +12+0.3% | Added |
| Apella Capital, LLC | 4,583 | $335.0K | 0.05% | +38+0.8% | Added |
| Winthrop Advisory Group LLC | 4,559 | $335.0K | 0.07% | +387+9.3% | Added |
| Legal Advantage Investments, Inc. | 4,598 | $336.0K | 0.25% | +198+4.5% | Added |
| Shepherd Financial Partners LLC | 4,607 | $336.0K | 0.06% | +4,607 | New |
| Brown Advisory Securities, LLC | 4,583 | $337.0K | 0.20% | −1,113−19.5% | Reduced |