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 |
|---|---|---|---|---|---|
| Insight Wealth Partners, LLC | 4,611 | $337.0K | 0.24% | −844−15.5% | Reduced |
| Oak Harvest Investment Services | 4,641 | $339.0K | 0.08% | −920−16.5% | Reduced |
| Carson Advisory Inc. | 4,640 | $339.0K | 0.34% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 4,659 | $340.0K | 0.06% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4,659 | $340.0K | 0.21% | +676+17.0% | Added |
| Latitude Advisors, LLC | 4,658 | $340.0K | 0.08% | +4,658 | New |
| Bank Hapoalim BM | 4,674 | $341.0K | 0.04% | −1,531−24.7% | Reduced |
| SignalPoint Asset Management, LLC | 4,669 | $341.0K | 0.11% | −39−0.8% | Reduced |
| Liberty Wealth Management LLC | 4,674 | $341.0K | 0.12% | +54+1.2% | Added |
| Eudaimonia Advisors LLC | 4,672 | $341.0K | 0.20% | +4,672 | New |
| Soltis Investment Advisors LLC | 4,690 | $342.0K | 0.05% | +74+1.6% | Added |
| Schrum Private Wealth Management LLC | 4,578 | $342.0K | 0.34% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,690 | $343.0K | 0.19% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 4,669 | $343.0K | 0.00% | +1,111+31.2% | Added |
| L & S Advisors Inc | 4,705 | $344.0K | 0.04% | −1,242−20.9% | Reduced |
| Corrigan Financial, Inc. | 4,721 | $344.8K | 0.11% | +10.0% | Added |
| Agate Pass Investment Management, LLC | 4,724 | $345.0K | 0.22% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 4,733 | $346.0K | 0.23% | +39+0.8% | Added |
| V Wealth Advisors LLC | 4,764 | $348.0K | 0.06% | −872−15.5% | Reduced |
| Hummer Financial Advisory Services Inc | 4,725 | $348.0K | 0.31% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,782 | $349.0K | 0.04% | +128+2.8% | Added |
| Monterey Private Wealth, Inc. | 4,760 | $351.0K | 0.17% | −17−0.4% | Reduced |
| Vivaldi Capital Management, LLC | 4,637 | $351.0K | 0.09% | −102−2.2% | Reduced |
| Wall Street Access Asset Management, LLC | 4,833 | $352.0K | 0.19% | 00.0% | Unchanged |
| Invst, LLC | 4,621 | $352.0K | 0.06% | +541+13.3% | Added |
| Hendershot Investments Inc. | 4,817 | $352.0K | 0.05% | +386+8.7% | Added |
| SkyView Investment Advisors, LLC | 4,550 | $353.0K | 0.08% | −275−5.7% | Reduced |
| Tradewinds Capital Management, LLC | 4,834 | $353.0K | 0.06% | +9+0.2% | Added |
| Legacy Financial Advisors, Inc. | 4,835 | $353.0K | 0.08% | +372+8.3% | Added |
| Financial Partners Capital Management LLC | 4,847 | $354.0K | 0.07% | +22+0.5% | Added |
| Sterneck Capital Management, LLC | 4,854 | $354.0K | 0.21% | −1,903−28.2% | Reduced |
| PDS Planning, Inc | 4,843 | $354.0K | 0.06% | +699+16.9% | Added |
| Fagan Associates, Inc. | 4,864 | $355.0K | 0.07% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 4,869 | $356.0K | 0.08% | +1,041+27.2% | Added |
| TrinityPoint Wealth, LLC | 4,875 | $356.0K | 0.06% | +1,494+44.2% | Added |
| Neo Ivy Capital Management | 4,872 | $356.0K | 0.32% | +2,965+155.5% | Added |
| Tranquilli Financial Advisor LLC | 4,886 | $357.0K | 0.25% | +292+6.4% | Added |
| Trust Co of Oklahoma | 4,893 | $357.3K | 0.14% | −99−2.0% | Reduced |
| First Business Financial Services, Inc. | 4,900 | $358.0K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 6,049 | $358.0K | 0.23% | +1,404+30.2% | Added |
| CVA Family Office, LLC | 4,899 | $358.0K | 0.09% | +753+18.2% | Added |
| MBA Advisors LLC | 4,915 | $359.0K | 0.22% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,930 | $360.0K | 0.13% | −113−2.2% | Reduced |
| LS Investment Advisors, LLC | 4,975 | $363.0K | 0.06% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 4,976 | $363.0K | 0.20% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 4,965 | $363.0K | 0.11% | +53+1.1% | Added |
| BTR Capital Management Inc | 4,975 | $363.0K | 0.04% | +80+1.6% | Added |
| Smith Chas P & Associates Pa Cpas | 4,978 | $364.0K | 0.03% | −72−1.4% | Reduced |
| Royal Capital Wealth Management, LLC | 4,986 | $364.0K | 0.36% | +4+0.1% | Added |
| Harbor Advisors LLC | 5,000 | $365.0K | 0.07% | 00.0% | Unchanged |
| Virginia National Bank | 4,997 | $365.0K | 0.42% | +4,997 | New |
| Harvey Investment Co LLC | 5,005 | $366.0K | 0.04% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 5,034 | $368.0K | 0.03% | −214−4.1% | Reduced |
| American Trust | 5,029 | $368.0K | 0.02% | +5,029 | New |
| Financial Advisors, LLC | 5,049 | $369.0K | 0.12% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,065 | $370.0K | 0.19% | 00.0% | Unchanged |
| HC Advisors, LLC | 5,071 | $370.0K | 0.23% | +5,071 | New |
| Avion Wealth | 5,082 | $371.0K | 0.11% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,074 | $371.0K | 0.91% | 00.0% | Unchanged |
| Bray Capital Advisors | 5,095 | $372.0K | 0.10% | −325−6.0% | Reduced |
| Hall Laurie J Trustee | 5,110 | $373.0K | 0.14% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 5,119 | $374.0K | 0.48% | +42+0.8% | Added |
| Fort Sheridan Advisors LLC | 5,115 | $374.0K | 0.11% | +10.0% | Added |
| Foster Group, Inc. | 5,132 | $375.0K | 0.03% | +11+0.2% | Added |
| Riverview Trust Co | 5,137 | $375.0K | 0.28% | +1,525+42.2% | Added |
| Columbus Macro, LLC | 5,126 | $376.0K | 0.13% | −101−1.9% | Reduced |
| Financial Management Professionals, Inc. | 5,169 | $378.0K | 0.08% | +2,866+124.4% | Added |
| Atlas Private Wealth Management | 5,204 | $380.0K | 0.22% | +208+4.2% | Added |
| Machina Capital S.A.S. | 5,200 | $380.0K | 0.83% | +5,200 | New |
| Castle Rock Wealth Management, LLC | 4,982 | $381.0K | 0.18% | +292+6.2% | Added |
| Wealth Advisors of Iowa, LLC | 5,215 | $381.0K | 0.19% | +1,669+47.1% | Added |
| IMA Wealth, Inc. | 5,282 | $386.0K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,290 | $386.0K | 0.17% | +800+17.8% | Added |
| Probity Advisors, Inc. | 5,303 | $387.0K | 0.08% | −728−12.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,250 | $387.0K | 0.01% | −195−3.6% | Reduced |
| CastleKnight Management LP | 5,300 | $387.0K | 0.11% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,297 | $387.0K | 0.11% | +2,080+64.7% | Added |
| Onyx Bridge Wealth Group LLC | 5,118 | $388.0K | 0.15% | −76−1.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,313 | $388.0K | 0.03% | +418+8.5% | Added |
| Pacitti Group Inc. | 5,330 | $389.0K | 0.26% | +20.0% | Added |
| Exeter Financial, LLC | 5,359 | $391.0K | 0.21% | +398+8.0% | Added |
| Colonial River Wealth Management, LLC | 5,373 | $392.0K | 0.23% | −3,217−37.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,366 | $392.0K | 0.07% | −1,718−24.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,371 | $392.0K | 0.38% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,385 | $393.0K | 0.17% | +5,385 | New |
| Sugarloaf Wealth Management, LLC | 5,393 | $394.0K | 0.09% | −1,262−19.0% | Reduced |
| Toews Corp | 5,400 | $394.0K | 0.07% | +5,400 | New |
| Weatherly Asset Management L. P. | 5,412 | $395.0K | 0.05% | −260−4.6% | Reduced |
| Tempus Wealth Planning, LLC | 5,477 | $400.0K | 0.28% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 5,494 | $401.0K | 0.21% | −791−12.6% | Reduced |
| Burt Wealth Advisors | 5,503 | $402.0K | 0.12% | −215−3.8% | Reduced |
| Adams Asset Advisors, LLC | 5,510 | $402.0K | 0.06% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,500 | $402.0K | 0.13% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,510 | $402.0K | 0.16% | +5,510 | New |
| S.A. Mason LLC | 5,523 | $403.0K | 0.25% | +501+10.0% | Added |
| Apriem Advisors | 5,525 | $404.0K | 0.06% | +202+3.8% | Added |
| Key Financial Inc | 5,537 | $404.0K | 0.20% | +1,446+35.3% | Added |
| Cahaba Wealth Management, Inc. | 5,391 | $405.0K | 0.06% | +132+2.5% | Added |
| D'Orazio & Associates, Inc. | 5,564 | $406.0K | 0.10% | +1,105+24.8% | Added |
| Barings LLC | 5,562 | $407.0K | 0.01% | 00.0% | Unchanged |