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, 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
- 2,475
- −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
- 1,020 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 | 2,530 | $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, 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 |
|---|---|---|---|---|---|
| Paragon Wealth Strategies, LLC | 849 | $60.0K | 0.06% | +849 | New |
| Bell Investment Advisors, Inc | 857 | $61.0K | 0.02% | −362−29.7% | Reduced |
| Financial Perspectives, Inc | 860 | $61.1K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 867 | $62.0K | 0.07% | 00.0% | Unchanged |
| TSFG, LLC | 892 | $63.0K | 0.03% | −316−26.2% | Reduced |
| Disciplined Investments, LLC | 914 | $65.0K | 0.03% | −38−4.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 937 | $65.0K | 0.07% | +5+0.5% | Added |
| Laffer Tengler Investments | 930 | $66.1K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 947 | $67.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 950 | $68.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 974 | $69.0K | 0.09% | −290−22.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 990 | $70.0K | 0.03% | +990 | New |
| Spartan Planning & Wealth Management | 1,005 | $71.0K | 0.09% | −653−39.4% | Reduced |
| Founders Capital Management | 1,000 | $71.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,014 | $72.0K | 0.06% | +7+0.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,015 | $73.0K | 0.00% | −3,135−75.5% | Reduced |
| Sierra Capital LLC | 1,022 | $73.0K | 0.01% | −1,673−62.1% | Reduced |
| JCIC Asset Management Inc. | 940 | $73.0K | 0.03% | −789−45.6% | Reduced |
| Laurel Wealth Planning LLC | 1,025 | $73.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,032 | $73.4K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,042 | $74.0K | 0.04% | −133−11.3% | Reduced |
| Mascoma Wealth Management LLC | 1,037 | $74.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,040 | $74.0K | 0.04% | +100+10.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,045 | $74.0K | 0.03% | +849+433.2% | Added |
| Harding Loevner LP | 1,086 | $77.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,092 | $78.0K | 0.01% | +7+0.6% | Added |
| WD Rutherford LLC | 1,135 | $81.0K | 0.07% | +160+16.4% | Added |
| Newton One Investments LLC | 1,160 | $82.0K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,164 | $83.0K | 0.03% | −17−1.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,170 | $83.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,176 | $84.0K | 0.02% | −525−30.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,198 | $85.0K | 0.02% | +599+100.0% | Added |
| Alpha Paradigm Partners, LLC | 1,198 | $85.0K | 0.04% | +1,198 | New |
| Solstein Capital, LLC | 1,240 | $88.0K | 0.08% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,258 | $89.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,251 | $89.0K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,266 | $90.0K | 0.07% | −78−5.8% | Reduced |
| Cyrus J. Lawrence, LLC | 1,300 | $92.0K | 0.03% | −600−31.6% | Reduced |
| Sageworth Trust Co | 1,300 | $92.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 1,366 | $97.0K | 0.02% | +66+5.1% | Added |
| Albion Financial Group | 1,445 | $103.0K | 0.01% | −404−21.8% | Reduced |
| Hanseatic Management Services Inc | 1,442 | $103.0K | 0.28% | +68+4.9% | Added |
| Operose Advisors LLC | 1,446 | $103.0K | 0.07% | +187+14.9% | Added |
| Raffa Wealth Management, LLC | 1,464 | $104.1K | 0.05% | +11+0.8% | Added |
| Center for Financial Planning, Inc. | 1,497 | $106.0K | 0.03% | −197−11.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,544 | $110.0K | 0.02% | −666−30.1% | Reduced |
| Sound Income Strategies, LLC | 1,553 | $110.0K | 0.02% | +16+1.0% | Added |
| Timber Creek Capital Management LLC | 1,575 | $111.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,580 | $112.0K | 0.00% | −23−1.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,580 | $112.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,615 | $115.0K | 0.01% | −844−34.3% | Reduced |
| WR Wealth Planners, LLC | 1,636 | $116.3K | 0.08% | +12+0.7% | Added |
| Institutional & Family Asset Management, LLC | 1,639 | $117.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,642 | $117.0K | 0.03% | +129+8.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,662 | $118.0K | 0.07% | +29+1.8% | Added |
| BDO Wealth Advisors, LLC | 1,657 | $118.0K | 0.02% | +475+40.2% | Added |
| GeoWealth Management, LLC | 1,665 | $118.0K | 0.01% | +1,665 | New |
| Plante Moran Financial Advisors, LLC | 1,681 | $119.0K | 0.02% | +248+17.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $121.0K | 0.05% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,787 | $127.0K | 0.05% | −172−8.8% | Reduced |
| MV Capital Management, Inc. | 1,791 | $127.0K | 0.02% | +336+23.1% | Added |
| Norwood Financial Corp | 1,800 | $128.0K | 0.23% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,821 | $129.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,860 | $131.0K | 0.14% | −92−4.7% | Reduced |
| Coston, McIsaac & Partners | 1,843 | $131.0K | 0.06% | −1−0.1% | Reduced |
| Northwest Investment Counselors, LLC | 1,871 | $133.0K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,909 | $136.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,941 | $138.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,941 | $138.0K | 0.03% | −7−0.4% | Reduced |
| Fortis Advisors, LLC | 1,962 | $139.0K | 0.10% | −3,350−63.1% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $142.0K | 0.15% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,005 | $143.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,091 | $148.0K | 0.00% | −42,830−95.3% | Reduced |
| Cowen Prime Advisors LLC | 2,100 | $149.0K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,114 | $150.0K | 0.04% | +25+1.2% | Added |
| Icon Wealth Advisors, LLC | 2,110 | $150.0K | 0.02% | +2,110 | New |
| Bogart Wealth, LLC | 2,117 | $151.0K | 0.01% | +59+2.9% | Added |
| Carolinas Wealth Consulting LLC | 14,745 | $151.0K | 0.04% | +192+1.3% | Added |
| JJJ Advisors Inc. | 2,197 | $151.0K | 0.05% | +422+23.8% | Added |
| Heritage Wealth Advisors | 2,135 | $151.8K | 0.01% | +33+1.6% | Added |
| Virtus Investment Advisers, Inc. | 2,148 | $153.0K | 0.07% | +2,148 | New |
| Rowland & Co Investment Counsel | 2,161 | $153.6K | 0.04% | +141+7.0% | Added |
| TFC Financial Management | 2,247 | $160.0K | 0.05% | 00.0% | Unchanged |
| Salzhauer Michael | 2,263 | $161.0K | 0.10% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,300 | $165.0K | 0.00% | +2,300 | New |
| Orion Capital Management LLC | 2,450 | $174.0K | 0.14% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,513 | $177.3K | 0.10% | −108−4.1% | Reduced |
| Heck Capital Advisors, LLC | 2,517 | $178.9K | 0.04% | +42+1.7% | Added |
| Clear Perspectives Financial Planning, LLC | 2,546 | $181.0K | 0.09% | +2,546 | New |
| TD Capital Management LLC | 2,586 | $184.0K | 0.03% | −145−5.3% | Reduced |
| Blume Capital Management, Inc. | 2,604 | $185.0K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,653 | $189.0K | 0.03% | +195+7.9% | Added |
| Pacific Center for Financial Services | 2,757 | $196.0K | 0.08% | 00.0% | Unchanged |
| Accel Wealth Management | 2,766 | $197.0K | 0.11% | +9+0.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,779 | $198.0K | 0.18% | +17+0.6% | Added |
| Beacon Capital Management, LLC | 2,571 | $198.0K | 0.07% | −15−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,818 | $200.0K | 0.08% | +45+1.6% | Added |
| Mayfair Advisory Group, LLC | 2,842 | $200.0K | 0.28% | +117+4.3% | Added |
| Compton Financial Group, LLC | 2,825 | $201.0K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 2,829 | $201.0K | 0.03% | +23+0.8% | Added |