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, Q2 2022
Institutional positions in Bristol Myers Squibb Co as of Jun 30, 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
- 2,543
- +60 vs. Q1 2022
- Shares held
- 1.65B
- +28.7M (+1.8%) vs. Q1 2022
- Total value
- $126.8B
- +$8.76B (+7.4%) vs. Q1 2022
- New holders
- 154
- 965 more added
- Sold out
- 94
- 1,068 more reduced
38 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wesleyan Assurance Society | 82,443 | $6.35M | 0.91% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 82,063 | $6.32M | 2.67% | −4,273−4.9% | Reduced |
| Advisor Partners LLC | 81,587 | $6.28M | 0.44% | +7,055+9.5% | Added |
| Bluefin Capital Management, LLC | 80,138 | $6.27M | 0.86% | +64,138+400.9% | Added |
| Hikari Tsushin, Inc. | 81,141 | $6.25M | 0.82% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80,871 | $6.21M | 0.31% | −7,990−9.0% | Reduced |
| HGK Asset Management Inc | 80,476 | $6.20M | 2.26% | −11,447−12.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 79,967 | $6.16M | 2.17% | −4,668−5.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 79,535 | $6.15M | 1.42% | −48,525−37.9% | Reduced |
| United Services Automobile Association | 79,805 | $6.14M | 0.16% | +79,805 | New |
| Annex Advisory Services, LLC | 79,352 | $6.11M | 0.44% | −304−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 78,978 | $6.08M | 0.35% | −4,535−5.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 78,970 | $6.08M | 0.39% | +78,970 | New |
| Covington Capital Management | 78,078 | $6.01M | 0.24% | −10,252−11.6% | Reduced |
| Edgewood Management LLC | 77,924 | $6.00M | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 77,840 | $5.99M | 0.76% | +1,194+1.6% | Added |
| Principal Street Partners, LLC | 77,295 | $5.95M | 1.54% | −16,581−17.7% | Reduced |
| Lipe & Dalton | 76,762 | $5.91M | 3.46% | −149−0.2% | Reduced |
| Lee Danner & Bass Inc | 75,983 | $5.85M | 0.59% | −1,135−1.5% | Reduced |
| North Star Investment Management Corp. | 75,776 | $5.83M | 0.53% | −6,995−8.5% | Reduced |
| First National Bank of Omaha | 75,716 | $5.83M | 0.35% | +203+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 75,617 | $5.82M | 0.73% | −977−1.3% | Reduced |
| Ethic Inc. | 75,494 | $5.81M | 0.41% | +21,758+40.5% | Added |
| Pettee Investors, Inc. | 75,366 | $5.80M | 2.89% | −170−0.2% | Reduced |
| Connectus Wealth, LLC | 75,168 | $5.80M | 0.13% | −232−0.3% | Reduced |
| Equitable Holdings, Inc. | 75,035 | $5.78M | 0.11% | −139−0.2% | Reduced |
| Lido Advisors, LLC | 74,850 | $5.76M | 0.12% | +8,080+12.1% | Added |
| Clearstead Advisors, LLC | 74,834 | $5.76M | 0.45% | −214−0.3% | Reduced |
| Marathon Capital Management | 74,253 | $5.72M | 1.85% | −17,110−18.7% | Reduced |
| Argyle Capital Management Inc. | 74,124 | $5.71M | 2.05% | −600−0.8% | Reduced |
| Kanawha Capital Management LLC | 74,118 | $5.71M | 0.58% | −336−0.5% | Reduced |
| Clear Street Markets LLC | 73,452 | $5.66M | 1.90% | −4,441−5.7% | Reduced |
| Welch Group, LLC | 72,741 | $5.60M | 0.34% | +1,001+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 72,739 | $5.60M | 0.51% | +8,401+13.1% | Added |
| Callodine Capital Management, LP | 72,500 | $5.58M | 1.68% | −182,500−71.6% | Reduced |
| Rothschild Investment Corp | 72,137 | $5.55M | 0.51% | +158+0.2% | Added |
| Royal Fund Management, LLC | 71,877 | $5.53M | 0.93% | +1,654+2.4% | Added |
| Capital International Ltd | 71,202 | $5.48M | 0.41% | +17,443+32.4% | Added |
| Clark Estates Inc | 71,200 | $5.48M | 0.95% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 71,128 | $5.48M | 0.40% | −9,360−11.6% | Reduced |
| L & S Advisors Inc | 70,921 | $5.46M | 0.91% | +66,216+1,407.4% | Added |
| Beacon Financial Group | 69,428 | $5.46M | 0.81% | −679−1.0% | Reduced |
| Evercore Wealth Management, LLC | 70,633 | $5.44M | 0.11% | −355−0.5% | Reduced |
| Rossmore Private Capital | 70,535 | $5.43M | 0.94% | −2,069−2.8% | Reduced |
| First Interstate Bank | 70,514 | $5.43M | 0.41% | −5,852−7.7% | Reduced |
| Sigma Investment Counselors Inc | 70,423 | $5.42M | 0.44% | +411+0.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 70,396 | $5.42M | 0.38% | +43,021+157.2% | Added |
| Moreno Evelyn V | 70,352 | $5.42M | 1.26% | +66,565+1,757.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 70,328 | $5.42M | 0.34% | +5,450+8.4% | Added |
| Apollon Wealth Management, LLC | 70,268 | $5.41M | 0.45% | +4,185+6.3% | Added |
| HighPoint Advisor Group LLC | 70,944 | $5.41M | 0.59% | +70,944 | New |
| Baldwin Investment Management, LLC | 69,814 | $5.38M | 1.84% | −2,822−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 69,652 | $5.36M | 0.23% | −1,648−2.3% | Reduced |
| Canandaigua National Corp | 69,559 | $5.36M | 0.95% | −3,073−4.2% | Reduced |
| Resources Management Corp | 69,531 | $5.35M | 0.87% | −467−0.7% | Reduced |
| TownSquare Capital, LLC | 69,519 | $5.35M | 0.15% | −1,517−2.1% | Reduced |
| Am Investment Strategies LLC | 69,449 | $5.35M | 1.87% | −1,583−2.2% | Reduced |
| Cohen Klingenstein LLC | 69,400 | $5.34M | 0.27% | 00.0% | Unchanged |
| Everence Capital Management Inc | 69,255 | $5.33M | 0.48% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 69,120 | $5.32M | 3.10% | −44,555−39.2% | Reduced |
| Versant Capital Management, Inc | 68,988 | $5.31M | 1.95% | −150.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 68,432 | $5.27M | 1.82% | −544−0.8% | Reduced |
| Altrius Capital Management Inc | 68,039 | $5.24M | 1.70% | +68,039 | New |
| Mairs & Power Inc | 67,939 | $5.23M | 0.06% | −832−1.2% | Reduced |
| Meridian Wealth Management, LLC | 67,861 | $5.22M | 0.43% | +9,511+16.3% | Added |
| Atria Wealth Solutions, Inc. | 67,630 | $5.21M | 0.10% | −114,106−62.8% | Reduced |
| Wetherby Asset Management Inc | 67,586 | $5.20M | 0.36% | +3,675+5.8% | Added |
| Carret Asset Management, LLC | 67,568 | $5.20M | 0.72% | −164−0.2% | Reduced |
| Eastover Investment Advisors LLC | 67,558 | $5.20M | 3.17% | −5,610−7.7% | Reduced |
| DuPont Capital Management Corp | 67,550 | $5.20M | 0.24% | −9,833−12.7% | Reduced |
| Benedict Financial Advisors Inc | 67,488 | $5.20M | 1.54% | +1,789+2.7% | Added |
| Kingsview Wealth Management, LLC | 67,424 | $5.19M | 0.25% | +15,572+30.0% | Added |
| Wasatch Advisors Inc | 67,375 | $5.19M | 0.03% | +4,000+6.3% | Added |
| LVW Advisors, LLC | 66,957 | $5.16M | 1.08% | −263−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 66,866 | $5.15M | 0.80% | +1,165+1.8% | Added |
| Bard Financial Services, Inc. | 66,585 | $5.13M | 0.47% | −500−0.7% | Reduced |
| Canal Capital Management, LLC | 66,484 | $5.12M | 1.53% | +1,761+2.7% | Added |
| Kinneret Advisory, LLC | 65,899 | $5.11M | 0.66% | +1,395+2.2% | Added |
| Parkside Investments, LLC | 66,188 | $5.10M | 1.07% | −27,967−29.7% | Reduced |
| TD Private Client Wealth LLC | 65,967 | $5.08M | 0.25% | −14,854−18.4% | Reduced |
| Northwest & Ethical Investments L.P. | 65,962 | $5.08M | 0.19% | −86,603−56.8% | Reduced |
| Exchange Capital Management, Inc. | 65,491 | $5.04M | 1.10% | −9,369−12.5% | Reduced |
| Iowa State Bank | 65,099 | $5.01M | 1.33% | −531−0.8% | Reduced |
| First Hawaiian Bank | 64,939 | $5.00M | 0.18% | −18,928−22.6% | Reduced |
| Winton Group Ltd | 64,707 | $4.98M | 0.26% | +64,707 | New |
| Delta Asset Management LLC | 64,157 | $4.94M | 0.56% | −1,242−1.9% | Reduced |
| Eqis Capital Management, Inc. | 64,060 | $4.93M | 0.53% | −10,810−14.4% | Reduced |
| Inlet Private Wealth, LLC | 63,843 | $4.92M | 1.40% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 63,578 | $4.90M | 2.54% | −375−0.6% | Reduced |
| Demars Financial Group, LLC | 63,441 | $4.88M | 2.78% | −6,541−9.3% | Reduced |
| Rodgers Brothers Inc. | 63,441 | $4.88M | 0.97% | −277−0.4% | Reduced |
| Tudor Investment Corp Et Al | 14,868 | $4.88M | 0.14% | +14,868 | New |
| Hallmark Capital Management Inc | 63,386 | $4.88M | 0.46% | +1,323+2.1% | Added |
| Duncker Streett & Co Inc | 63,341 | $4.88M | 1.17% | −325−0.5% | Reduced |
| EagleClaw Capital Managment, LLC | 63,172 | $4.86M | 1.32% | −2,500−3.8% | Reduced |
| Siemens Fonds Invest GmbH | 62,918 | $4.84M | 0.51% | −1,128−1.8% | Reduced |
| Parallel Advisors, LLC | 62,746 | $4.83M | 0.22% | +5,336+9.3% | Added |
| Roanoke Asset Management Corp | 62,532 | $4.82M | 2.16% | +10,535+20.3% | Added |
| First American Bank | 62,306 | $4.80M | 0.49% | +2,951+5.0% | Added |
| Investment House LLC | 62,202 | $4.79M | 0.42% | +15,275+32.6% | Added |