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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 84,986 | $6.21M | 0.19% | −1,933−2.2% | Reduced |
| Bradley Foster & Sargent Inc | 84,808 | $6.19M | 0.13% | +12,629+17.5% | Added |
| Brinker Capital Investments, LLC | 84,778 | $6.19M | 0.10% | +7,991+10.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 84,635 | $6.18M | 2.02% | +33,233+64.7% | Added |
| Xcel Wealth Management, LLC | 84,620 | $6.18M | 1.69% | −90,290−51.6% | Reduced |
| First Horizon Advisors, Inc. | 84,566 | $6.18M | 0.34% | −817−1.0% | Reduced |
| FAI Wealth Management | 83,966 | $6.13M | 4.96% | +753+0.9% | Added |
| First Hawaiian Bank | 83,867 | $6.13M | 0.19% | −1,214−1.4% | Reduced |
| Epoch Investment Partners, Inc. | 83,850 | $6.12M | 0.03% | +83,850 | New |
| Hennessy Advisors Inc | 83,600 | $6.11M | 0.32% | +10,900+15.0% | Added |
| Kestra Private Wealth Services, LLC | 83,513 | $6.10M | 0.30% | +5,958+7.7% | Added |
| North Star Investment Management Corp. | 82,771 | $6.04M | 0.47% | −393−0.5% | Reduced |
| Callahan Advisors, LLC | 82,685 | $6.04M | 0.69% | +4,306+5.5% | Added |
| Wesleyan Assurance Society | 82,443 | $6.02M | 0.73% | 00.0% | Unchanged |
| HealthInvest Partners AB | 82,000 | $5.99M | 9.53% | −18,000−18.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 81,179 | $5.93M | 0.32% | −4,152−4.9% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.93M | 0.60% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 80,821 | $5.90M | 0.25% | +26,476+48.7% | Added |
| Gamble Jones Investment Counsel | 80,488 | $5.88M | 0.37% | −225−0.3% | Reduced |
| Highland Capital Management, LLC | 80,436 | $5.87M | 0.35% | +1,810+2.3% | Added |
| Legacy Capital Partners, Inc. | 80,143 | $5.85M | 1.93% | +750+0.9% | Added |
| Meritage Portfolio Management | 80,082 | $5.85M | 0.36% | +1,022+1.3% | Added |
| Segall Bryant & Hamill, LLC | 79,977 | $5.85M | 0.06% | −10,110−11.2% | Reduced |
| Corient Capital Partners, LLC | 80,068 | $5.85M | 0.39% | +7,052+9.7% | Added |
| JustInvest LLC | 79,673 | $5.82M | 0.28% | +46,204+138.1% | Added |
| Annex Advisory Services, LLC | 79,656 | $5.82M | 0.43% | +4,468+5.9% | Added |
| Edgewood Management LLC | 77,924 | $5.69M | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 77,893 | $5.69M | 1.71% | +38,160+96.0% | Added |
| DuPont Capital Management Corp | 77,383 | $5.65M | 0.23% | −23,410−23.2% | Reduced |
| Lee Danner & Bass Inc | 77,118 | $5.63M | 0.48% | −1,765−2.2% | Reduced |
| Lipe & Dalton | 76,911 | $5.62M | 2.74% | −523−0.7% | Reduced |
| Howe & Rusling Inc | 76,646 | $5.60M | 0.65% | +1,047+1.4% | Added |
| Mount Yale Investment Advisors, LLC | 76,594 | $5.59M | 0.61% | −97,789−56.1% | Reduced |
| Dean Investment Associates, LLC | 76,573 | $5.59M | 1.00% | +1,092+1.4% | Added |
| First Interstate Bank | 76,366 | $5.58M | 0.52% | +6,532+9.4% | Added |
| Pettee Investors, Inc. | 75,536 | $5.52M | 2.43% | +55+0.1% | Added |
| First National Bank of Omaha | 75,513 | $5.51M | 0.28% | +11,863+18.6% | Added |
| Wealthsource Partners, LLC | 75,215 | $5.49M | 0.37% | +49,587+193.5% | Added |
| Equitable Holdings, Inc. | 75,174 | $5.49M | 0.09% | +620+0.8% | Added |
| Clearstead Advisors, LLC | 75,048 | $5.48M | 0.37% | +926+1.2% | Added |
| Eqis Capital Management, Inc. | 74,870 | $5.47M | 0.49% | +1,215+1.6% | Added |
| Exchange Capital Management, Inc. | 74,860 | $5.47M | 1.02% | −84−0.1% | Reduced |
| Argyle Capital Management Inc. | 74,724 | $5.46M | 1.78% | −4,200−5.3% | Reduced |
| Advisor Partners LLC | 74,532 | $5.44M | 0.34% | +1,528+2.1% | Added |
| Kanawha Capital Management LLC | 74,454 | $5.44M | 0.48% | −3,281−4.2% | Reduced |
| AlphaCrest Capital Management LLC | 74,150 | $5.42M | 0.30% | −117,170−61.2% | Reduced |
| Capital International Sarl | 73,393 | $5.36M | 0.27% | +73,393 | New |
| Banque Cantonale Vaudoise | 73,151 | $5.34M | 0.23% | +8,059+12.4% | Added |
| Eastover Investment Advisors LLC | 73,168 | $5.34M | 2.82% | +8,414+13.0% | Added |
| Rafferty Asset Management, LLC | 72,968 | $5.33M | 0.03% | −17,007−18.9% | Reduced |
| Baldwin Investment Management, LLC | 72,636 | $5.30M | 1.48% | +1,640+2.3% | Added |
| Canandaigua National Corp | 72,632 | $5.30M | 0.81% | −14,252−16.4% | Reduced |
| Rossmore Private Capital | 72,604 | $5.30M | 0.83% | −355−0.5% | Reduced |
| Palladium Partners LLC | 71,896 | $5.29M | 0.23% | −2,815−3.8% | Reduced |
| Rothschild Investment Corp | 71,979 | $5.26M | 0.41% | −146−0.2% | Reduced |
| Toroso Investments, LLC | 71,911 | $5.25M | 0.16% | +10,734+17.5% | Added |
| Welch Group, LLC | 71,740 | $5.24M | 0.30% | +9,257+14.8% | Added |
| Ameritas Investment Partners, Inc. | 71,300 | $5.21M | 0.19% | −1,239−1.7% | Reduced |
| Clark Estates Inc | 71,200 | $5.20M | 0.82% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 71,032 | $5.19M | 1.37% | −273−0.4% | Reduced |
| TownSquare Capital, LLC | 71,036 | $5.19M | 0.13% | +13,999+24.5% | Added |
| Evercore Wealth Management, LLC | 70,988 | $5.18M | 0.09% | −3,000−4.1% | Reduced |
| Beacon Financial Group | 70,107 | $5.13M | 0.68% | +484+0.7% | Added |
| CMH Wealth Management LLC | 70,301 | $5.13M | 1.58% | +4,239+6.4% | Added |
| Royal Fund Management, LLC | 70,223 | $5.13M | 0.75% | +975+1.4% | Added |
| Sigma Investment Counselors Inc | 70,012 | $5.11M | 0.37% | +256+0.4% | Added |
| Resources Management Corp | 69,998 | $5.11M | 0.71% | −7,345−9.5% | Reduced |
| Demars Financial Group, LLC | 69,982 | $5.11M | 2.57% | +7,936+12.8% | Added |
| Cohen Klingenstein LLC | 69,400 | $5.07M | 0.21% | 00.0% | Unchanged |
| Everence Capital Management Inc | 69,255 | $5.06M | 0.39% | +4,930+7.7% | Added |
| Versant Capital Management, Inc | 69,003 | $5.04M | 1.61% | −120.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 68,976 | $5.04M | 1.73% | −116,147−62.7% | Reduced |
| Mairs & Power Inc | 68,771 | $5.02M | 0.05% | −1,668−2.4% | Reduced |
| Verdence Capital Advisors LLC | 68,709 | $5.02M | 0.57% | −45,133−39.6% | Reduced |
| Carret Asset Management, LLC | 67,732 | $4.95M | 0.57% | +385+0.6% | Added |
| Fulton Bank, N.A. | 67,477 | $4.93M | 0.23% | +34,773+106.3% | Added |
| LVW Advisors, LLC | 67,220 | $4.91M | 0.86% | +7,545+12.6% | Added |
| Bard Financial Services, Inc. | 67,085 | $4.90M | 0.40% | +530+0.8% | Added |
| Lido Advisors, LLC | 66,770 | $4.88M | 0.09% | +16,545+32.9% | Added |
| WBI Investments | 68,190 | $4.87M | 0.79% | +68,190 | New |
| Strategic Wealth Partners, Ltd. | 66,375 | $4.85M | 0.95% | −5,257−7.3% | Reduced |
| Apollon Wealth Management, LLC | 66,083 | $4.83M | 0.34% | −1,067−1.6% | Reduced |
| Benedict Financial Advisors Inc | 65,699 | $4.80M | 1.28% | +2,528+4.0% | Added |
| Pekin Hardy Strauss, Inc. | 65,701 | $4.80M | 0.65% | +3,420+5.5% | Added |
| EagleClaw Capital Managment, LLC | 65,672 | $4.80M | 1.10% | −600−0.9% | Reduced |
| Iowa State Bank | 65,630 | $4.79M | 1.11% | −938−1.4% | Reduced |
| FinTrust Capital Advisors, LLC | 65,575 | $4.79M | 1.11% | +18,998+40.8% | Added |
| IFP Advisors, Inc | 88,697 | $4.78M | 0.06% | +54,064+156.1% | Added |
| Delta Asset Management LLC | 65,399 | $4.78M | 0.46% | −283−0.4% | Reduced |
| Kinneret Advisory, LLC | 64,504 | $4.75M | 0.52% | +1,443+2.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 64,958 | $4.74M | 0.21% | −23,277−26.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 64,897 | $4.74M | 0.47% | +3,785+6.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 64,878 | $4.74M | 0.25% | +2,626+4.2% | Added |
| Greenwood Capital Associates LLC | 64,770 | $4.73M | 1.24% | +64,770 | New |
| Canal Capital Management, LLC | 64,723 | $4.73M | 1.28% | +3,341+5.4% | Added |
| Connectus Wealth, LLC | 75,400 | $4.71M | 0.15% | −4,707−5.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 64,338 | $4.70M | 0.42% | +7,197+12.6% | Added |
| Siemens Fonds Invest GmbH | 64,046 | $4.68M | 0.38% | −530−0.8% | Reduced |
| Princeton Capital Management LLC | 63,994 | $4.67M | 1.45% | +106+0.2% | Added |
| Wells Trecaso Financial Group, LLC | 63,953 | $4.67M | 2.08% | +2,320+3.8% | Added |