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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 2,836 | $202.0K | 0.09% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,843 | $202.0K | 0.04% | +2,843 | New |
| Engrave Wealth Partners LLC | 2,849 | $203.0K | 0.09% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,854 | $203.0K | 0.19% | +2,850+71,250.0% | Added |
| First American Trust, FSB | 2,875 | $204.0K | 0.03% | −410−12.5% | Reduced |
| Stonehearth Capital Management, LLC | 2,867 | $204.0K | 0.12% | +97+3.5% | Added |
| Glassman Wealth Services | 2,870 | $204.0K | 0.04% | +150+5.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,879 | $205.0K | 0.12% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,882 | $205.0K | 0.16% | +14+0.5% | Added |
| Missouri Trust & Investment Co | 2,884 | $205.0K | 0.13% | +12+0.4% | Added |
| Flynn Zito Capital Management, LLC | 2,881 | $205.0K | 0.20% | +2,881 | New |
| Community Bank & Trust, Waco, Texas | 2,894 | $206.0K | 0.07% | −130−4.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,900 | $206.0K | 0.06% | −23−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 2,893 | $206.0K | 0.07% | −12−0.4% | Reduced |
| Strategic Financial Services, Inc, | 2,893 | $206.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,909 | $206.8K | 0.19% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,908 | $207.0K | 0.11% | −192−6.2% | Reduced |
| RPG Investment Advisory, LLC | 2,912 | $207.0K | 0.04% | −77−2.6% | Reduced |
| Winslow Asset Management Inc | 2,921 | $208.0K | 0.05% | −1,100−27.4% | Reduced |
| ETF Store, Inc. | 2,924 | $208.0K | 0.18% | +9+0.3% | Added |
| Auxano Advisors, LLC | 2,920 | $208.0K | 0.10% | +116+4.1% | Added |
| Bouchey Financial Group Ltd | 2,929 | $208.0K | 0.03% | +2,929 | New |
| Rice Partnership, LLC | 2,928 | $208.0K | 0.07% | +2,928 | New |
| Euclidean Technologies Management, LLC | 2,945 | $209.0K | 0.23% | 00.0% | Unchanged |
| Tradewinds, LLC. | 2,943 | $209.0K | 0.15% | +39+1.3% | Added |
| Etfidea, LLC | 2,947 | $209.5K | 0.11% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,948 | $210.0K | 0.04% | +2,948 | New |
| Cable Hill Partners, LLC | 2,953 | $210.0K | 0.04% | +2,953 | New |
| Wills Financial Group, Inc. | 2,965 | $211.0K | 0.12% | −31−1.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,963 | $211.0K | 0.04% | +64+2.2% | Added |
| FRG Family Wealth Advisors LLC | 2,986 | $212.0K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,977 | $212.0K | 0.02% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 3,000 | $213.0K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,007 | $214.0K | 0.06% | −800−21.0% | Reduced |
| Financial Advisory Corp | 3,008 | $214.0K | 0.12% | −109−3.5% | Reduced |
| Santori & Peters | 3,034 | $215.0K | 0.14% | +287+10.4% | Added |
| Founders Capital Management, LLC | 3,040 | $216.0K | 0.06% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 3,054 | $217.0K | 0.06% | 00.0% | Unchanged |
| Firestone Capital Management | 3,057 | $217.0K | 0.09% | 00.0% | Unchanged |
| TNF LLC | 3,184 | $218.0K | 0.11% | −179−5.3% | Reduced |
| German American Bancorp, Inc. | 3,062 | $218.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,080 | $219.0K | 0.03% | −18−0.6% | Reduced |
| Northstar Asset Management LLC | 3,100 | $220.0K | 0.07% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 3,091 | $220.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,088 | $220.0K | 0.03% | +538+21.1% | Added |
| Traphagen Investment Advisors LLC | 3,102 | $220.5K | 0.04% | +10+0.3% | Added |
| Towerpoint Wealth, LLC | 3,122 | $222.0K | 0.13% | +10.0% | Added |
| Argent Advisors, Inc. | 3,130 | $223.0K | 0.13% | 00.0% | Unchanged |
| Destination Wealth Management | 3,136 | $223.0K | 0.01% | +63+2.1% | Added |
| Capital Advisors Wealth Management, LLC | 3,157 | $224.0K | 0.07% | +3,157 | New |
| 44 Wealth Management LLC | 3,166 | $225.0K | 0.09% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,160 | $225.0K | 0.09% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,160 | $225.0K | 0.09% | +233+8.0% | Added |
| Global Assets Advisory, LLC | 2,909 | $225.0K | 0.23% | +2,909 | New |
| Brown Capital Management LLC | 3,177 | $226.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 3,192 | $227.0K | 0.15% | −745−18.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,200 | $227.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3,196 | $227.0K | 0.08% | +106+3.4% | Added |
| Intrepid Financial Planning Group LLC | 3,205 | $228.0K | 0.13% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,267 | $228.0K | 0.08% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,202 | $228.0K | 0.34% | +3,202 | New |
| Boltwood Capital Management | 3,228 | $229.0K | 0.10% | −60−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 3,215 | $229.0K | 0.05% | +233+7.8% | Added |
| Morris Financial Concepts, Inc. | 3,239 | $230.0K | 0.24% | +178+5.8% | Added |
| LWM Advisory Services, LLC | 3,234 | $230.0K | 0.26% | +311+10.6% | Added |
| Tyler-Stone Wealth Management | 3,248 | $231.0K | 0.18% | −16,272−83.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,253 | $231.0K | 0.11% | −190−5.5% | Reduced |
| Certified Advisory Corp | 3,238 | $231.0K | 0.05% | +419+14.9% | Added |
| SOA Wealth Advisors, LLC. | 3,267 | $232.0K | 0.07% | +203+6.6% | Added |
| Atlantic Trust, LLC | 3,273 | $232.0K | 0.08% | +2,213+208.8% | Added |
| Arbor Investment Advisors, LLC | 3,279 | $233.0K | 0.06% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 3,285 | $234.0K | 0.03% | −1,263−27.8% | Reduced |
| Rock Point Advisors, LLC | 3,285 | $234.0K | 0.09% | −25−0.8% | Reduced |
| SeaBridge Investment Advisors LLC | 3,294 | $234.0K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,285 | $234.0K | 0.16% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,291 | $234.0K | 0.14% | +23+0.7% | Added |
| Keystone Financial Group | 3,290 | $234.0K | 0.05% | +26+0.8% | Added |
| Sandbox Financial Partners, LLC | 3,297 | $234.0K | 0.17% | +671+25.6% | Added |
| Paloma Partners Management Co | 3,309 | $235.0K | 0.05% | −37,739−91.9% | Reduced |
| Pinnacle Bancorp, Inc. | 3,309 | $235.0K | 0.10% | −102−3.0% | Reduced |
| TFG Advisers LLC | 3,304 | $235.0K | 0.13% | +19+0.6% | Added |
| Zullo Investment Group, Inc. | 3,303 | $235.0K | 0.15% | +60+1.9% | Added |
| Summitry LLC | 3,302 | $235.0K | 0.02% | +3,302 | New |
| Maxele Advisors, LLC | 3,315 | $235.7K | 0.40% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,324 | $236.0K | 0.07% | +67+2.1% | Added |
| Pegasus Partners Ltd. | 3,350 | $238.0K | 0.05% | −302−8.3% | Reduced |
| Pittenger & Anderson Inc | 3,345 | $238.0K | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 3,353 | $238.0K | 0.11% | +3,353 | New |
| Bank of Nova Scotia Trust Co | 3,355 | $239.0K | 0.03% | +650+24.0% | Added |
| DCM Advisors, LLC | 3,367 | $239.4K | 0.12% | −6,623−66.3% | Reduced |
| Rice Hall James & Associates, LLC | 3,370 | $240.0K | 0.01% | −100−2.9% | Reduced |
| MBL Wealth, LLC | 3,381 | $240.0K | 0.05% | +40+1.2% | Added |
| Heartwood Wealth Advisors LLC | 3,372 | $240.0K | 0.04% | +756+28.9% | Added |
| Advisory Alpha, LLC | 3,391 | $241.0K | 0.02% | −90−2.6% | Reduced |
| Round Table Services, LLC | 3,384 | $241.0K | 0.05% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 3,411 | $242.0K | 0.16% | −3−0.1% | Reduced |
| Amica Retiree Medical Trust | 3,401 | $242.0K | 0.30% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,405 | $242.0K | 0.32% | +69+2.1% | Added |
| Eldridge Investment Advisors, Inc. | 3,412 | $243.0K | 0.09% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,436 | $244.0K | 0.04% | −330−8.8% | Reduced |