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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 3,433 | $244.0K | 0.21% | +17+0.5% | Added |
| Perennial Investment Advisors, LLC | 3,428 | $244.0K | 0.11% | +3,428 | New |
| Colton Groome Financial Advisors, LLC | 3,440 | $245.0K | 0.12% | −161−4.5% | Reduced |
| Montz Harcus Wealth Management LLC | 3,447 | $245.0K | 0.27% | +20+0.6% | Added |
| Andesa Financial Management Inc. | 3,451 | $245.0K | 0.09% | +3,451 | New |
| Wealth Management Associates, Inc. | 3,458 | $245.8K | 0.17% | +4+0.1% | Added |
| Stony Point Wealth Management Inc. | 3,466 | $246.0K | 0.18% | +3+0.1% | Added |
| Watershed Asset Management, L.L.C. | 3,465 | $246.0K | 0.32% | +287+9.0% | Added |
| Greenwich Wealth Management LLC | 3,454 | $246.0K | 0.03% | +599+21.0% | Added |
| Sustainable Insight Capital Management, LLC | 3,469 | $247.0K | 0.29% | −914−20.9% | Reduced |
| Altshuler Shaham Ltd | 3,438 | $247.0K | 0.01% | −126−3.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,474 | $247.0K | 0.02% | +296+9.3% | Added |
| Lifeworks Advisors, LLC | 3,200 | $248.0K | 0.14% | −1,230−27.8% | Reduced |
| First Capital Advisors Group, LLC. | 3,494 | $248.0K | 0.21% | +539+18.2% | Added |
| Merriman Wealth Management, LLC | 3,503 | $249.0K | 0.02% | −10.0% | Reduced |
| Westshore Wealth, LLC | 3,507 | $249.0K | 0.17% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,508 | $249.0K | 0.22% | +3,508 | New |
| Benjamin Edwards Inc | 3,510 | $250.0K | 0.08% | −5,231−59.8% | Reduced |
| Thrive Capital Management, LLC | 3,510 | $250.0K | 0.17% | −569−13.9% | Reduced |
| Armbruster Capital Management, Inc. | 3,515 | $250.0K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,521 | $250.3K | 0.13% | −411−10.5% | Reduced |
| Corton Capital Inc. | 3,528 | $251.0K | 0.31% | −1,404−28.5% | Reduced |
| CFO4Life Group, LLC | 3,531 | $251.0K | 0.07% | −181−4.9% | Reduced |
| Tranquility Partners, LLC | 3,525 | $251.0K | 0.14% | 00.0% | Unchanged |
| MEMBERS Trust Co | 3,540 | $252.0K | 0.01% | −100−2.7% | Reduced |
| Atticus Wealth Management, LLC | 3,282 | $253.0K | 0.12% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,580 | $254.0K | 0.19% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,585 | $254.0K | 0.16% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,582 | $255.0K | 0.04% | −189−5.0% | Reduced |
| Delphia (USA) Inc. | 3,595 | $256.0K | 0.29% | −3,893−52.0% | Reduced |
| S.E.E.D. Planning Group LLC | 3,600 | $256.0K | 0.12% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,595 | $256.0K | 0.03% | +149+4.3% | Added |
| Polaris Wealth Advisory Group, LLC | 3,746 | $257.0K | 0.02% | −338,316−98.9% | Reduced |
| Signet Financial Management, LLC | 3,615 | $257.0K | 0.05% | −131−3.5% | Reduced |
| JT Stratford LLC | 3,616 | $257.0K | 0.09% | +259+7.7% | Added |
| Harvest Fund Management Co., Ltd | 3,615 | $257.0K | 0.07% | +1,800+99.2% | Added |
| Sunflower Bank, N.A. | 3,617 | $258.0K | 0.06% | −1,759−32.7% | Reduced |
| Keebeck Wealth Management, LLC | 3,648 | $259.0K | 0.05% | −194−5.0% | Reduced |
| Edge Capital Group, LLC | 3,643 | $259.0K | 0.02% | −125−3.3% | Reduced |
| Texas Capital Bancshares Inc | 3,646 | $259.0K | 0.21% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $259.0K | 0.09% | 00.0% | Unchanged |
| Diversified, LLC | 3,650 | $259.0K | 0.13% | +3,650 | New |
| Brave Asset Management Inc | 3,659 | $260.0K | 0.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,659 | $260.0K | 0.16% | +74+2.1% | Added |
| Vantage Consulting Group Inc | 3,662 | $260.0K | 0.15% | +454+14.2% | Added |
| Syntax Advisors, LLC | 3,662 | $260.0K | 0.22% | +454+14.2% | Added |
| Howard Wealth Management, LLC | 3,678 | $261.0K | 0.18% | +3,678 | New |
| Advisor OS, LLC | 3,695 | $262.0K | 0.08% | +63+1.7% | Added |
| Palisades Hudson Asset Management, L.P. | 3,695 | $263.0K | 0.16% | −165−4.3% | Reduced |
| Trilogy Capital Inc. | 3,706 | $263.0K | 0.02% | −6−0.2% | Reduced |
| Skba Capital Management LLC | 3,700 | $263.0K | 0.06% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,717 | $264.0K | 0.09% | −192,963−98.1% | Reduced |
| DeDora Capital, Inc. | 3,712 | $264.0K | 0.14% | −104−2.7% | Reduced |
| Trinity Financial Advisors LLC | 3,710 | $264.0K | 0.19% | +3,710 | New |
| Westover Capital Advisors, LLC | 3,732 | $265.0K | 0.10% | −173−4.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,726 | $265.0K | 0.24% | +10.0% | Added |
| Fortitude Advisory Group L.L.C. | 3,755 | $267.0K | 0.26% | +2+0.1% | Added |
| DF Dent & Co Inc | 3,773 | $268.0K | 0.00% | +123+3.4% | Added |
| MA Private Wealth | 3,666 | $268.0K | 0.07% | +8+0.2% | Added |
| Ellenbecker Investment Group | 3,791 | $269.0K | 0.09% | +16+0.4% | Added |
| MainStreet Investment Advisors LLC | 3,805 | $270.0K | 0.03% | 00.0% | Unchanged |
| Beck Bode, LLC | 3,804 | $270.0K | 0.06% | +41+1.1% | Added |
| Paragon Capital Management Ltd | 3,802 | $270.0K | 0.08% | +323+9.3% | Added |
| TriaGen Wealth Management LLC | 3,825 | $272.0K | 0.15% | −23,393−85.9% | Reduced |
| Vicus Capital | 3,823 | $272.0K | 0.03% | −769−16.7% | Reduced |
| Financial Engines Advisors L.L.C. | 3,849 | $273.0K | 0.00% | −489−11.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,849 | $273.0K | 0.10% | −39−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,840 | $273.0K | 0.10% | +44+1.2% | Added |
| Abbot Financial Management, Inc. | 3,835 | $273.0K | 0.19% | +150+4.1% | Added |
| Sandy Cove Advisors, LLC | 3,875 | $275.0K | 0.25% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,891 | $276.0K | 0.07% | −446−10.3% | Reduced |
| Saratoga Research & Investment Management | 3,901 | $277.0K | 0.01% | −18−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 3,924 | $279.0K | 0.08% | −665−14.5% | Reduced |
| Financial Management Professionals, Inc. | 3,928 | $279.0K | 0.06% | −1,463−27.1% | Reduced |
| Endurance Wealth Management, Inc. | 3,925 | $279.0K | 0.05% | −50−1.3% | Reduced |
| SkyOak Wealth, LLC | 3,931 | $279.0K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 3,926 | $279.0K | 0.13% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,925 | $279.0K | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,924 | $279.0K | 0.04% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,930 | $279.0K | 0.26% | +29+0.7% | Added |
| Doheny Asset Management | 3,929 | $279.0K | 0.28% | +3,929 | New |
| Seascape Capital Management | 3,943 | $280.0K | 0.19% | +805+25.7% | Added |
| Integrated Investment Consultants, LLC | 3,947 | $281.0K | 0.11% | −323−7.6% | Reduced |
| Wealthquest Corp | 3,959 | $281.0K | 0.04% | −106−2.6% | Reduced |
| Dillon & Associates Inc | 3,955 | $281.0K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 3,953 | $281.0K | 0.05% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,954 | $281.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,963 | $282.0K | 0.04% | −1,737−30.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,972 | $282.4K | 0.09% | +113+2.9% | Added |
| Avestar Capital, LLC | 3,987 | $283.0K | 0.08% | −966−19.5% | Reduced |
| Riverbridge Partners LLC | 3,981 | $283.0K | 0.00% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,970 | $283.0K | 0.02% | +8+0.2% | Added |
| American National Bank | 3,987 | $283.0K | 0.07% | +1,642+70.0% | Added |
| Warther Private Wealth, LLC | 3,991 | $284.0K | 0.22% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 4,030 | $286.0K | 0.51% | 00.0% | Unchanged |
| West Coast Financial LLC | 4,033 | $287.0K | 0.05% | +23+0.6% | Added |
| Proficio Capital Partners LLC | 3,944 | $287.0K | 0.05% | +21+0.5% | Added |
| Basepoint Wealth LLC | 4,048 | $287.8K | 0.31% | +19+0.5% | Added |
| StrategIQ Financial Group, LLC | 4,050 | $288.0K | 0.04% | +100+2.5% | Added |
| RWM Asset Management, LLC | 4,050 | $288.0K | 0.06% | +1,223+43.3% | Added |