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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 64,039 | $4.59M | 1.19% | −296−0.5% | Reduced |
| Investment House LLC | 64,765 | $4.60M | 0.43% | +2,563+4.1% | Added |
| Ieq Capital, LLC | 65,080 | $4.63M | 0.13% | +17,077+35.6% | Added |
| EagleClaw Capital Managment, LLC | 65,272 | $4.64M | 1.30% | +2,100+3.3% | Added |
| Rothschild Investment Corp | 65,339 | $4.64M | 0.46% | −6,798−9.4% | Reduced |
| Iowa State Bank | 65,347 | $4.64M | 1.32% | +248+0.4% | Added |
| Sectoral Asset Management Inc | 65,500 | $4.66M | 0.92% | +29,000+79.5% | Added |
| Bard Financial Services, Inc. | 65,885 | $4.68M | 0.44% | −700−1.1% | Reduced |
| Kinneret Advisory, LLC | 65,899 | $4.68M | 0.65% | 00.0% | Unchanged |
| First Hawaiian Bank | 66,054 | $4.70M | 0.18% | +1,115+1.7% | Added |
| Demars Financial Group, LLC | 66,154 | $4.70M | 2.79% | +2,713+4.3% | Added |
| Canandaigua National Corp | 66,262 | $4.71M | 0.84% | −3,297−4.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 66,520 | $4.73M | 1.20% | −16,610−20.0% | Reduced |
| Meridian Wealth Management, LLC | 66,607 | $4.74M | 0.51% | −1,254−1.8% | Reduced |
| AIA Group Ltd | 66,622 | $4.74M | 0.31% | +25,468+61.9% | Added |
| Carret Asset Management, LLC | 66,968 | $4.76M | 0.71% | −600−0.9% | Reduced |
| Eastover Investment Advisors LLC | 68,616 | $4.78M | 2.98% | +1,058+1.6% | Added |
| Wasatch Advisors Inc | 67,375 | $4.79M | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 67,414 | $4.79M | 1.76% | −2,035−2.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 67,696 | $4.81M | 0.80% | +830+1.2% | Added |
| Eqis Capital Management, Inc. | 67,827 | $4.82M | 0.56% | +3,767+5.9% | Added |
| Benedict Financial Advisors Inc | 68,058 | $4.84M | 1.55% | +570+0.8% | Added |
| Gamble Jones Investment Counsel | 68,128 | $4.84M | 0.39% | −3,000−4.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 68,222 | $4.85M | 1.87% | −210−0.3% | Reduced |
| LVW Advisors, LLC | 68,512 | $4.87M | 1.10% | +1,555+2.3% | Added |
| Versant Capital Management, Inc | 68,988 | $4.90M | 1.92% | 00.0% | Unchanged |
| Resources Management Corp | 69,016 | $4.91M | 0.85% | −515−0.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 69,120 | $4.91M | 3.14% | 00.0% | Unchanged |
| Everence Capital Management Inc | 69,255 | $4.92M | 0.45% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 69,400 | $4.93M | 0.26% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 69,521 | $4.94M | 0.34% | −11,350−14.0% | Reduced |
| Sigma Investment Counselors Inc | 69,522 | $4.94M | 0.42% | −901−1.3% | Reduced |
| Beacon Financial Group | 68,989 | $4.95M | 0.77% | −439−0.6% | Reduced |
| Tudor Investment Corp Et Al | 10,718 | $4.95M | 0.12% | −4,150−27.9% | Reduced |
| Kanawha Capital Management LLC | 69,694 | $4.96M | 0.54% | −4,424−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 69,799 | $4.96M | 0.22% | +147+0.2% | Added |
| Canal Capital Management, LLC | 70,158 | $4.99M | 1.46% | +3,674+5.5% | Added |
| Assetmark, Inc | 70,319 | $5.00M | 0.02% | +24,352+53.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 70,362 | $5.00M | 1.41% | +24,862+54.6% | Added |
| First Interstate Bank | 70,463 | $5.01M | 0.40% | −51−0.1% | Reduced |
| Covington Capital Management | 70,742 | $5.03M | 0.22% | −7,336−9.4% | Reduced |
| Rossmore Private Capital | 70,773 | $5.03M | 0.90% | +238+0.3% | Added |
| Clearstead Advisors, LLC | 70,791 | $5.03M | 0.46% | −4,043−5.4% | Reduced |
| Evercore Wealth Management, LLC | 71,100 | $5.05M | 0.11% | +467+0.7% | Added |
| Wetherby Asset Management Inc | 71,114 | $5.06M | 0.36% | +3,528+5.2% | Added |
| Clark Estates Inc | 71,200 | $5.06M | 1.12% | 00.0% | Unchanged |
| Veritable, L.P. | 71,684 | $5.10M | 0.10% | −43,363−37.7% | Reduced |
| Brinker Capital Investments, LLC | 72,534 | $5.16M | 0.11% | −29,541−28.9% | Reduced |
| HGK Asset Management Inc | 72,802 | $5.17M | 1.93% | −7,674−9.5% | Reduced |
| First National Bank of Omaha | 73,119 | $5.20M | 0.34% | −2,597−3.4% | Reduced |
| Northwest & Ethical Investments L.P. | 73,487 | $5.22M | 0.21% | +7,525+11.4% | Added |
| Lido Advisors, LLC | 73,565 | $5.23M | 0.10% | −1,285−1.7% | Reduced |
| Welch Group, LLC | 73,542 | $5.23M | 0.34% | +801+1.1% | Added |
| Gladstone Institutional Advisory LLC | 73,823 | $5.25M | 0.41% | +28,433+62.6% | Added |
| Apollon Wealth Management, LLC | 73,887 | $5.25M | 0.43% | +3,619+5.2% | Added |
| Argyle Capital Management Inc. | 74,074 | $5.27M | 2.05% | −50−0.1% | Reduced |
| Ossiam | 74,169 | $5.27M | 0.15% | −22,362−23.2% | Reduced |
| Pettee Investors, Inc. | 74,341 | $5.29M | 2.84% | −1,025−1.4% | Reduced |
| Equitable Holdings, Inc. | 74,671 | $5.31M | 0.10% | −364−0.5% | Reduced |
| Itau Unibanco Holding S.A. | 74,825 | $5.32M | 0.21% | +70,285+1,548.1% | Added |
| Principal Street Partners, LLC | 75,183 | $5.34M | 1.42% | −2,112−2.7% | Reduced |
| Lee Danner & Bass Inc | 75,466 | $5.37M | 0.57% | −517−0.7% | Reduced |
| North Star Investment Management Corp. | 75,780 | $5.39M | 0.53% | +40.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 70,396 | $5.42M | 0.38% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 76,521 | $5.44M | 0.50% | +3,782+5.2% | Added |
| Lipe & Dalton | 76,863 | $5.46M | 3.43% | +101+0.1% | Added |
| Annex Advisory Services, LLC | 76,920 | $5.47M | 0.37% | −2,432−3.1% | Reduced |
| Advisor Partners II, LLC | 77,242 | $5.49M | 0.42% | +77,242 | New |
| Mount Yale Investment Advisors, LLC | 77,304 | $5.50M | 0.73% | +1,687+2.2% | Added |
| Hunter Perkins Capital Management, LLC | 77,410 | $5.50M | 1.35% | −2,125−2.7% | Reduced |
| Connectus Wealth, LLC | 77,604 | $5.53M | 0.12% | +2,436+3.2% | Added |
| Banque Cantonale Vaudoise | 77,811 | $5.53M | 0.32% | −11,984−13.3% | Reduced |
| TownSquare Capital, LLC | 77,878 | $5.54M | 0.16% | +8,359+12.0% | Added |
| Edgewood Management LLC | 77,924 | $5.54M | 0.02% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 78,519 | $5.58M | 0.14% | −7,938−9.2% | Reduced |
| Aviance Capital Partners, LLC | 78,648 | $5.59M | 1.39% | −14,148−15.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 79,307 | $5.64M | 0.14% | −14,910−15.8% | Reduced |
| Mairs & Power Inc | 79,677 | $5.66M | 0.07% | +11,738+17.3% | Added |
| Highland Capital Management, LLC | 79,906 | $5.68M | 0.44% | −3,650−4.4% | Reduced |
| Epoch Investment Partners, Inc. | 80,396 | $5.71M | 0.04% | −4,353−5.1% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $5.77M | 0.70% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 81,894 | $5.82M | 0.22% | +22,992+39.0% | Added |
| United Services Automobile Association | 82,006 | $5.83M | 0.16% | +2,201+2.8% | Added |
| Segall Bryant & Hamill, LLC | 82,269 | $5.85M | 0.07% | −633−0.8% | Reduced |
| D L Carlson Investment Group Inc | 82,334 | $5.85M | 1.27% | −14,315−14.8% | Reduced |
| Ethic Inc. | 82,351 | $5.85M | 0.40% | +6,857+9.1% | Added |
| Wesleyan Assurance Society | 82,443 | $5.86M | 0.90% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 83,053 | $5.90M | 0.27% | −171−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 83,516 | $5.94M | 2.83% | +1,453+1.8% | Added |
| Sigma Planning Corp | 83,773 | $5.96M | 0.23% | −8,178−8.9% | Reduced |
| Freestone Capital Holdings, LLC | 83,949 | $5.97M | 0.27% | −17,221−17.0% | Reduced |
| Van Leeuwen & Company, LLC | 84,022 | $5.97M | 4.76% | −329−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 84,387 | $6.00M | 0.35% | +5,409+6.8% | Added |
| Hennessy Advisors Inc | 84,500 | $6.01M | 0.42% | +900+1.1% | Added |
| FAI Wealth Management | 84,789 | $6.03M | 5.95% | +52+0.1% | Added |
| Bradley Foster & Sargent Inc | 86,458 | $6.15M | 0.17% | +1,170+1.4% | Added |
| New England Asset Management Inc | 86,496 | $6.15M | 0.10% | −22,675−20.8% | Reduced |
| Gibraltar Capital Management, Inc. | 87,252 | $6.20M | 3.18% | −4,114−4.5% | Reduced |
| Haverford Trust Co | 87,632 | $6.23M | 0.09% | −3,324−3.7% | Reduced |
| Assenagon Asset Management S.A. | 89,269 | $6.35M | 0.03% | +36,349+68.7% | Added |