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, Q3 2022
Institutional positions in Bristol Myers Squibb Co as of Sep 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
- 2,474
- −36 vs. Q2 2022
- Shares held
- 1.64B
- −7.95M (−0.5%) vs. Q2 2022
- Total value
- $116.4B
- −$10.3B (−8.1%) vs. Q2 2022
- New holders
- 98
- 992 more added
- Sold out
- 134
- 1,019 more reduced
33 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 21,101 | $1.50M | 0.10% | −143−0.7% | Reduced |
| Taylor Frigon Capital Management LLC | 21,114 | $1.50M | 0.78% | −77−0.4% | Reduced |
| Hengehold Capital Management LLC | 21,112 | $1.50M | 0.23% | +30.0% | Added |
| Harbour Investments, Inc. | 19,507 | $1.50M | 0.10% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 21,145 | $1.50M | 0.20% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 21,173 | $1.50M | 0.17% | +52+0.2% | Added |
| Joel Isaacson & Co., LLC | 21,220 | $1.51M | 0.13% | +3,853+22.2% | Added |
| Essex Savings Bank | 21,247 | $1.51M | 0.60% | −40−0.2% | Reduced |
| BigSur Wealth Management LLC | 21,300 | $1.51M | 0.77% | −600−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,414 | $1.52M | 0.01% | −246,540−92.0% | Reduced |
| Cypress Asset Management Inc | 21,409 | $1.52M | 0.58% | −165−0.8% | Reduced |
| True North Advisors, LLC | 21,473 | $1.53M | 0.50% | −207−1.0% | Reduced |
| ZWJ Investment Counsel Inc | 21,468 | $1.53M | 0.10% | 00.0% | Unchanged |
| Campbell Wealth Management | 21,549 | $1.53M | 0.22% | +13,538+169.0% | Added |
| Bowling Portfolio Management LLC | 21,660 | $1.54M | 0.42% | −1,406−6.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,755 | $1.55M | 0.08% | +3,549+19.5% | Added |
| Capital Asset Advisory Services LLC | 21,807 | $1.55M | 0.20% | −2,262−9.4% | Reduced |
| Lloyd Park, LLC | 21,900 | $1.56M | 1.92% | +4,500+25.9% | Added |
| PKO Investment Management Joint-Stock Co | 22,000 | $1.56M | 0.27% | −2,000−8.3% | Reduced |
| Nicolet Bankshares Inc | 22,088 | $1.57M | 0.45% | −1,086−4.7% | Reduced |
| Optimum Investment Advisors | 22,103 | $1.57M | 0.85% | −169−0.8% | Reduced |
| Carmel Capital Partners, LLC | 22,124 | $1.57M | 1.52% | +350+1.6% | Added |
| Connolly Sarah T. | 22,158 | $1.57M | 1.15% | +6,099+38.0% | Added |
| Granite Investment Partners, LLC | 22,186 | $1.58M | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 22,190 | $1.58M | 0.22% | −3,009−11.9% | Reduced |
| WMS Partners, LLC | 22,198 | $1.58M | 0.21% | −5,560−20.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 22,214 | $1.58M | 0.59% | +308+1.4% | Added |
| Oarsman Capital, Inc. | 22,233 | $1.58M | 0.85% | −425−1.9% | Reduced |
| Legacy Bridge, LLC | 22,263 | $1.58M | 1.26% | 00.0% | Unchanged |
| Main Street Research LLC | 22,287 | $1.58M | 0.35% | +160+0.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,309 | $1.59M | 1.59% | −881−3.8% | Reduced |
| Notis-McConarty Edward | 22,325 | $1.59M | 0.71% | −75−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 22,395 | $1.59M | 0.20% | +444+2.0% | Added |
| AMG National Trust Bank | 22,384 | $1.59M | 0.06% | +3,320+17.4% | Added |
| Bank of Hawaii | 22,392 | $1.59M | 0.11% | −1,329−5.6% | Reduced |
| TrimTabs Asset Management, LLC | 22,420 | $1.59M | 1.10% | −4,075−15.4% | Reduced |
| Axxcess Wealth Management, LLC | 22,465 | $1.60M | 0.16% | −274−1.2% | Reduced |
| Ti-Trust, Inc | 22,463 | $1.60M | 1.72% | +375+1.7% | Added |
| Chesley Taft & Associates LLC | 22,486 | $1.60M | 0.12% | −138−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 22,681 | $1.61M | 0.69% | −3,330−12.8% | Reduced |
| Chatham Capital Group, Inc. | 22,738 | $1.62M | 0.40% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 22,728 | $1.62M | 0.21% | +15,152+200.0% | Added |
| Hilltop Holdings Inc. | 22,752 | $1.62M | 0.22% | −14,027−38.1% | Reduced |
| Bank of New Hampshire | 22,749 | $1.62M | 0.51% | +173+0.8% | Added |
| First United Bank Trust | 22,814 | $1.62M | 0.82% | −735−3.1% | Reduced |
| Twinbeech Capital LP | 22,956 | $1.63M | 0.04% | +22,956 | New |
| Regent Peak Wealth Advisors LLC | 23,017 | $1.64M | 0.58% | +16,620+259.8% | Added |
| Mastrapasqua Asset Management Inc | 23,059 | $1.64M | 0.24% | +1,600+7.5% | Added |
| Duff & Phelps Investment Management Co | 23,092 | $1.64M | 0.02% | −750−3.1% | Reduced |
| Verition Fund Management LLC | 23,164 | $1.65M | 0.02% | +4,634+25.0% | Added |
| Smithfield Trust Co | 23,307 | $1.65M | 0.12% | +3,223+16.0% | Added |
| Robertson Stephens Wealth Management, LLC | 23,214 | $1.65M | 0.19% | +785+3.5% | Added |
| Curbstone Financial Management Corp | 23,208 | $1.65M | 0.41% | +1,700+7.9% | Added |
| Stratos Wealth Advisors, LLC | 23,225 | $1.65M | 0.17% | −15,821−40.5% | Reduced |
| Mission Wealth Management, LP | 23,246 | $1.65M | 0.09% | +1,500+6.9% | Added |
| Schechter Investment Advisors, LLC | 23,406 | $1.66M | 0.16% | +2,675+12.9% | Added |
| Ipswich Investment Management Co., Inc. | 23,460 | $1.67M | 0.53% | +350+1.5% | Added |
| Sterling Investment Management, Inc. | 23,479 | $1.67M | 1.41% | +5,328+29.4% | Added |
| City Holding Co | 23,652 | $1.68M | 0.33% | −1,100−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 23,639 | $1.68M | 0.16% | +8,871+60.1% | Added |
| 9258 Wealth Management, LLC | 23,673 | $1.68M | 0.43% | −1,299−5.2% | Reduced |
| Sawtooth Solutions, LLC | 23,685 | $1.68M | 0.24% | +3,215+15.7% | Added |
| Schmidt P J Investment Management Inc | 23,445 | $1.69M | 0.41% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 23,841 | $1.70M | 0.13% | +5,493+29.9% | Added |
| Clark Capital Management Group, Inc. | 23,881 | $1.70M | 0.02% | −344,784−93.5% | Reduced |
| Factorial Partners, LLC | 23,900 | $1.70M | 1.48% | −1,900−7.4% | Reduced |
| AGF Investments LLC | 23,897 | $1.70M | 0.16% | +11,636+94.9% | Added |
| Poplar Forest Capital LLC | 23,989 | $1.71M | 0.22% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 21,316 | $1.71M | 0.79% | +3,934+22.6% | Added |
| Schulhoff & Co Inc | 24,021 | $1.71M | 0.89% | 00.0% | Unchanged |
| W Advisors, LLC | 24,057 | $1.71M | 1.59% | −213−0.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24,136 | $1.72M | 1.00% | −150−0.6% | Reduced |
| Abundance Wealth Counselors | 24,167 | $1.72M | 0.49% | +697+3.0% | Added |
| KCS Wealth Advisory | 24,206 | $1.72M | 0.79% | −1,024−4.1% | Reduced |
| Alta Wealth Advisors LLC | 24,212 | $1.72M | 1.23% | 00.0% | Unchanged |
| Trust Asset Management LLC | 24,233 | $1.72M | 0.23% | +1,325+5.8% | Added |
| Trustcore Financial Services, LLC | 24,255 | $1.72M | 0.16% | −41−0.2% | Reduced |
| Level Four Advisory Services, LLC | 24,315 | $1.73M | 0.17% | −1,228−4.8% | Reduced |
| First Bank & Trust | 24,381 | $1.73M | 0.64% | −1,937−7.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 24,402 | $1.73M | 0.65% | −247−1.0% | Reduced |
| Wealth Alliance | 24,438 | $1.74M | 0.34% | −3,381−12.2% | Reduced |
| Wahed Invest LLC | 24,433 | $1.74M | 1.06% | +1,755+7.7% | Added |
| St Germain D J Co Inc | 22,678 | $1.75M | 0.12% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 24,636 | $1.75M | 0.04% | −1,903−7.2% | Reduced |
| WCG Wealth Advisors LLC | 4,314 | $1.75M | 0.23% | −17,849−80.5% | Reduced |
| Greenfield Savings Bank | 24,701 | $1.76M | 1.27% | +249+1.0% | Added |
| Buckingham Strategic Partners | 24,717 | $1.76M | 0.10% | +12,240+98.1% | Added |
| St. Louis Trust Co | 28,402 | $1.76M | 0.50% | −1,305−4.4% | Reduced |
| Sky Investment Group LLC | 24,812 | $1.76M | 0.46% | −109−0.4% | Reduced |
| Harbour Investment Management LLC | 24,815 | $1.76M | 1.10% | +1,005+4.2% | Added |
| Shelton Wealth Management, LLC | 24,928 | $1.77M | 1.58% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.78M | 0.78% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 25,089 | $1.78M | 0.17% | −220−0.9% | Reduced |
| Larson Financial Group LLC | 25,116 | $1.78M | 0.25% | +21,552+604.7% | Added |
| Platform Technology Partners | 25,125 | $1.79M | 1.02% | −372−1.5% | Reduced |
| Alhambra Investment Partners LLC | 25,119 | $1.79M | 1.36% | +437+1.8% | Added |
| AlphaMark Advisors, LLC | 25,151 | $1.79M | 0.89% | +397+1.6% | Added |
| Howland Capital Management LLC | 25,187 | $1.79M | 0.12% | +3,842+18.0% | Added |
| Ameliora Wealth Management Ltd. | 25,860 | $1.79M | 0.97% | +19,060+280.3% | Added |
| Monarch Capital Management Inc | 25,319 | $1.80M | 0.59% | −96−0.4% | Reduced |