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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 4,035 | $289.0K | 0.09% | −371−8.4% | Reduced |
| NEIRG Wealth Management, LLC | 4,069 | $289.0K | 0.06% | −386−8.7% | Reduced |
| Horan Securities, Inc. | 4,070 | $289.0K | 0.18% | −389−8.7% | Reduced |
| Bristlecone Advisors, LLC | 4,070 | $289.0K | 0.04% | −53−1.3% | Reduced |
| Walker Asset Management, LLC | 4,063 | $289.0K | 0.26% | −54−1.3% | Reduced |
| Long Run Wealth Advisors, LLC | 4,059 | $289.0K | 0.11% | −10−0.2% | Reduced |
| Colonial River Wealth Management, LLC | 4,083 | $290.0K | 0.20% | −129−3.1% | Reduced |
| Quad-Cities Investment Group, LLC | 4,093 | $291.0K | 0.23% | +7+0.2% | Added |
| Global Trust Asset Management, LLC | 4,110 | $292.0K | 0.15% | −100−2.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,102 | $292.0K | 0.18% | +186+4.7% | Added |
| Voya Financial Advisors, Inc. | 4,074 | $292.0K | 0.04% | +4,074 | New |
| Massachusetts Financial Services Co | 4,123 | $293.0K | 0.00% | −305−6.9% | Reduced |
| Fortune 45 LLC | 4,126 | $293.0K | 0.34% | +4,126 | New |
| EverSource Wealth Advisors, LLC | 4,133 | $295.0K | 0.07% | −634−13.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,162 | $295.0K | 0.03% | +12+0.3% | Added |
| First Citizens Financial Corp | 4,198 | $298.0K | 0.29% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 4,197 | $298.0K | 0.10% | +27+0.6% | Added |
| Camden National Bank | 4,197 | $298.0K | 0.07% | +100+2.4% | Added |
| Hourglass Capital, LLC | 4,213 | $300.0K | 0.11% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,231 | $301.0K | 0.20% | −1,425−25.2% | Reduced |
| Sage Rhino Capital LLC | 4,239 | $301.0K | 0.12% | −86−2.0% | Reduced |
| Private Ocean, LLC | 4,240 | $301.0K | 0.05% | +15+0.4% | Added |
| Capital Investment Counsel, Inc | 4,250 | $302.0K | 0.09% | −1,756−29.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,245 | $302.0K | 0.03% | −89−2.1% | Reduced |
| Condor Capital Management | 4,260 | $303.0K | 0.04% | −29,475−87.4% | Reduced |
| Invst, LLC | 4,443 | $304.0K | 0.05% | −155−3.4% | Reduced |
| David Loasby | 4,440 | $304.0K | 0.05% | +954+27.4% | Added |
| TrueWealth Advisors, LLC | 4,288 | $305.0K | 0.14% | −69−1.6% | Reduced |
| Probity Advisors, Inc. | 4,300 | $306.0K | 0.08% | −599−12.2% | Reduced |
| Bank Hapoalim BM | 4,311 | $306.0K | 0.04% | −363−7.8% | Reduced |
| Towercrest Capital Management | 4,307 | $306.0K | 0.07% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,303 | $306.0K | 0.11% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 4,324 | $307.0K | 0.20% | +24+0.6% | Added |
| Full Sail Capital, LLC | 4,316 | $307.0K | 0.03% | +98+2.3% | Added |
| Hutchinson Capital Management | 4,337 | $308.0K | 0.08% | −130−2.9% | Reduced |
| Tiedemann Advisors, LLC | 4,323 | $308.0K | 0.02% | +653+17.8% | Added |
| Valmark Advisers, Inc. | 4,347 | $309.0K | 0.01% | +642+17.3% | Added |
| Aurora Private Wealth, Inc. | 4,354 | $310.0K | 0.14% | +14+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 4,358 | $310.0K | 0.18% | +250+6.1% | Added |
| Northside Capital Management, LLC | 4,380 | $311.0K | 0.10% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 4,377 | $311.0K | 0.12% | +450+11.5% | Added |
| Keeley-Teton Advisors, LLC | 4,418 | $314.0K | 0.04% | +491+12.5% | Added |
| M. Kraus & Co | 4,433 | $315.0K | 0.13% | +795+21.9% | Added |
| Hendershot Investments Inc. | 4,449 | $316.0K | 0.06% | −368−7.6% | Reduced |
| Narus Financial Partners, LLC | 4,456 | $316.8K | 0.20% | −50−1.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,462 | $317.0K | 0.18% | +654+17.2% | Added |
| Cypress Wealth Services, LLC | 4,585 | $320.0K | 0.11% | +20+0.4% | Added |
| Grant/GrossMendelsohn, LLC | 4,408 | $320.0K | 0.17% | +11+0.3% | Added |
| West Branch Capital LLC | 4,535 | $322.0K | 0.20% | +8+0.2% | Added |
| Great Diamond Partners, LLC | 4,542 | $322.0K | 0.11% | +510+12.6% | Added |
| Asio Capital, LLC | 4,562 | $324.0K | 0.10% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,557 | $324.0K | 0.22% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 4,578 | $325.0K | 0.41% | 00.0% | Unchanged |
| Windsor Group LTD | 4,697 | $327.0K | 0.08% | +23+0.5% | Added |
| Monument Capital Management | 4,608 | $328.0K | 0.12% | −1,162−20.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 4,607 | $328.0K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,625 | $329.0K | 0.18% | +33+0.7% | Added |
| Carson Advisory Inc. | 4,640 | $330.0K | 0.37% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,649 | $330.0K | 0.36% | +22+0.5% | Added |
| Optas, LLC | 4,641 | $330.0K | 0.14% | +406+9.6% | Added |
| Connecticut Wealth Management, LLC | 4,655 | $331.0K | 0.03% | −173−3.6% | Reduced |
| Kolinsky Wealth Management, LLC | 4,659 | $331.0K | 0.41% | +700+17.7% | Added |
| Round Rock Advisors, LLC | 4,744 | $333.0K | 0.15% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,701 | $334.0K | 0.10% | −30,687−86.7% | Reduced |
| Oak Harvest Investment Services | 4,701 | $334.0K | 0.09% | −53−1.1% | Reduced |
| Winthrop Advisory Group LLC | 4,693 | $334.0K | 0.07% | +127+2.8% | Added |
| Options Solutions, LLC | 4,700 | $334.0K | 0.52% | +4,700 | New |
| Mma Asset Management LLC | 4,716 | $335.0K | 0.29% | −1,386−22.7% | Reduced |
| Reuter James Wealth Management, LLC | 4,729 | $336.0K | 0.23% | −4,633−49.5% | Reduced |
| CVA Family Office, LLC | 4,729 | $336.0K | 0.09% | −422−8.2% | Reduced |
| Agate Pass Investment Management, LLC | 4,724 | $336.0K | 0.26% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,732 | $336.0K | 0.15% | +480+11.3% | Added |
| Hummer Financial Advisory Services Inc | 4,725 | $338.0K | 0.40% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,753 | $338.0K | 0.07% | +660+16.1% | Added |
| Fulton Breakefield Broenniman LLC | 4,775 | $339.0K | 0.03% | −24−0.5% | Reduced |
| XR Securities LLC | 4,764 | $339.0K | 0.32% | +4,764 | New |
| Center For Asset Management LLC | 4,789 | $340.0K | 0.34% | −2,313−32.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,786 | $340.0K | 0.32% | −759−13.7% | Reduced |
| Vivaldi Capital Management, LLC | 4,872 | $340.0K | 0.09% | +42+0.9% | Added |
| Meitav Dash Investments Ltd | 4,776 | $340.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,786 | $340.0K | 0.13% | +339+7.6% | Added |
| Kellett Schaffner Wealth Advisors LLC | 4,386 | $340.0K | 0.41% | +5+0.1% | Added |
| Inscription Capital, LLC | 4,796 | $341.0K | 0.10% | −3,984−45.4% | Reduced |
| Satovsky Asset Management LLC | 4,801 | $341.0K | 0.20% | +35+0.7% | Added |
| Jag Capital Management, LLC | 4,825 | $343.0K | 0.05% | −136−2.7% | Reduced |
| HC Advisors, LLC | 4,821 | $343.0K | 0.24% | −55−1.1% | Reduced |
| Wall Street Access Asset Management, LLC | 4,833 | $343.0K | 0.25% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 4,824 | $343.0K | 0.07% | +4,824 | New |
| Monterey Private Wealth, Inc. | 4,795 | $344.0K | 0.21% | −639−11.8% | Reduced |
| First Business Financial Services, Inc. | 4,843 | $344.0K | 0.05% | +280+6.1% | Added |
| Gradient Capital Advisors, LLC | 4,833 | $344.0K | 0.16% | +4,833 | New |
| Trust Co of Oklahoma | 4,840 | $344.1K | 0.17% | −53−1.1% | Reduced |
| Financial Partners Capital Management LLC | 4,847 | $344.6K | 0.08% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,860 | $345.0K | 0.17% | −100−2.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,983 | $345.0K | 0.16% | +18+0.4% | Added |
| Fagan Associates, Inc. | 4,864 | $346.0K | 0.10% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,869 | $346.0K | 0.13% | +3,001+160.7% | Added |
| Forte Capital LLC | 4,877 | $347.0K | 0.06% | +566+13.1% | Added |
| Mechanics Financial Corp | 4,900 | $348.0K | 0.23% | −165−3.3% | Reduced |
| All Season Financial Advisors, Inc. | 4,894 | $348.0K | 0.38% | −120−2.4% | Reduced |