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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 77,811 | $5.53M | 0.32% | −11,984−13.3% | Reduced |
| Connectus Wealth, LLC | 77,604 | $5.53M | 0.12% | +2,436+3.2% | Added |
| Hunter Perkins Capital Management, LLC | 77,410 | $5.50M | 1.35% | −2,125−2.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 77,304 | $5.50M | 0.73% | +1,687+2.2% | Added |
| Advisor Partners II, LLC | 77,242 | $5.49M | 0.42% | +77,242 | New |
| Annex Advisory Services, LLC | 76,920 | $5.47M | 0.37% | −2,432−3.1% | Reduced |
| Lipe & Dalton | 76,863 | $5.46M | 3.43% | +101+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 76,521 | $5.44M | 0.50% | +3,782+5.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 70,396 | $5.42M | 0.38% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 75,780 | $5.39M | 0.53% | +40.0% | Added |
| Lee Danner & Bass Inc | 75,466 | $5.37M | 0.57% | −517−0.7% | Reduced |
| Principal Street Partners, LLC | 75,183 | $5.34M | 1.42% | −2,112−2.7% | Reduced |
| Itau Unibanco Holding S.A. | 74,825 | $5.32M | 0.21% | +70,285+1,548.1% | Added |
| Equitable Holdings, Inc. | 74,671 | $5.31M | 0.10% | −364−0.5% | Reduced |
| Pettee Investors, Inc. | 74,341 | $5.29M | 2.84% | −1,025−1.4% | Reduced |
| Ossiam | 74,169 | $5.27M | 0.15% | −22,362−23.2% | Reduced |
| Argyle Capital Management Inc. | 74,074 | $5.27M | 2.05% | −50−0.1% | Reduced |
| Apollon Wealth Management, LLC | 73,887 | $5.25M | 0.43% | +3,619+5.2% | Added |
| Gladstone Institutional Advisory LLC | 73,823 | $5.25M | 0.41% | +28,433+62.6% | 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 |
| Northwest & Ethical Investments L.P. | 73,487 | $5.22M | 0.21% | +7,525+11.4% | Added |
| First National Bank of Omaha | 73,119 | $5.20M | 0.34% | −2,597−3.4% | Reduced |
| HGK Asset Management Inc | 72,802 | $5.17M | 1.93% | −7,674−9.5% | Reduced |
| Brinker Capital Investments, LLC | 72,534 | $5.16M | 0.11% | −29,541−28.9% | Reduced |
| Veritable, L.P. | 71,684 | $5.10M | 0.10% | −43,363−37.7% | Reduced |
| Clark Estates Inc | 71,200 | $5.06M | 1.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 71,114 | $5.06M | 0.36% | +3,528+5.2% | Added |
| Evercore Wealth Management, LLC | 71,100 | $5.05M | 0.11% | +467+0.7% | Added |
| Clearstead Advisors, LLC | 70,791 | $5.03M | 0.46% | −4,043−5.4% | 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 |
| First Interstate Bank | 70,463 | $5.01M | 0.40% | −51−0.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 70,362 | $5.00M | 1.41% | +24,862+54.6% | Added |
| Assetmark, Inc | 70,319 | $5.00M | 0.02% | +24,352+53.0% | Added |
| Canal Capital Management, LLC | 70,158 | $4.99M | 1.46% | +3,674+5.5% | Added |
| Ameritas Investment Partners, Inc. | 69,799 | $4.96M | 0.22% | +147+0.2% | Added |
| Kanawha Capital Management LLC | 69,694 | $4.96M | 0.54% | −4,424−6.0% | Reduced |
| Tudor Investment Corp Et Al | 10,718 | $4.95M | 0.12% | −4,150−27.9% | Reduced |
| Beacon Financial Group | 68,989 | $4.95M | 0.77% | −439−0.6% | Reduced |
| 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 |
| Cohen Klingenstein LLC | 69,400 | $4.93M | 0.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 69,255 | $4.92M | 0.45% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 69,120 | $4.91M | 3.14% | 00.0% | Unchanged |
| Resources Management Corp | 69,016 | $4.91M | 0.85% | −515−0.7% | Reduced |
| Versant Capital Management, Inc | 68,988 | $4.90M | 1.92% | 00.0% | Unchanged |
| LVW Advisors, LLC | 68,512 | $4.87M | 1.10% | +1,555+2.3% | Added |
| Gyroscope Capital Management Group, LLC | 68,222 | $4.85M | 1.87% | −210−0.3% | Reduced |
| Gamble Jones Investment Counsel | 68,128 | $4.84M | 0.39% | −3,000−4.2% | Reduced |
| Benedict Financial Advisors Inc | 68,058 | $4.84M | 1.55% | +570+0.8% | Added |
| Eqis Capital Management, Inc. | 67,827 | $4.82M | 0.56% | +3,767+5.9% | Added |
| Pekin Hardy Strauss, Inc. | 67,696 | $4.81M | 0.80% | +830+1.2% | Added |
| Am Investment Strategies LLC | 67,414 | $4.79M | 1.76% | −2,035−2.9% | Reduced |
| Wasatch Advisors Inc | 67,375 | $4.79M | 0.03% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 68,616 | $4.78M | 2.98% | +1,058+1.6% | Added |
| Carret Asset Management, LLC | 66,968 | $4.76M | 0.71% | −600−0.9% | Reduced |
| AIA Group Ltd | 66,622 | $4.74M | 0.31% | +25,468+61.9% | Added |
| Meridian Wealth Management, LLC | 66,607 | $4.74M | 0.51% | −1,254−1.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 66,520 | $4.73M | 1.20% | −16,610−20.0% | Reduced |
| Canandaigua National Corp | 66,262 | $4.71M | 0.84% | −3,297−4.7% | Reduced |
| Demars Financial Group, LLC | 66,154 | $4.70M | 2.79% | +2,713+4.3% | Added |
| First Hawaiian Bank | 66,054 | $4.70M | 0.18% | +1,115+1.7% | Added |
| Kinneret Advisory, LLC | 65,899 | $4.68M | 0.65% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 65,885 | $4.68M | 0.44% | −700−1.1% | Reduced |
| Sectoral Asset Management Inc | 65,500 | $4.66M | 0.92% | +29,000+79.5% | 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 |
| EagleClaw Capital Managment, LLC | 65,272 | $4.64M | 1.30% | +2,100+3.3% | Added |
| Ieq Capital, LLC | 65,080 | $4.63M | 0.13% | +17,077+35.6% | Added |
| Investment House LLC | 64,765 | $4.60M | 0.43% | +2,563+4.1% | Added |
| FinTrust Capital Advisors, LLC | 64,039 | $4.59M | 1.19% | −296−0.5% | Reduced |
| Baldwin Investment Management, LLC | 64,513 | $4.59M | 1.77% | −5,301−7.6% | Reduced |
| Delta Asset Management LLC | 64,307 | $4.57M | 0.55% | +150+0.2% | Added |
| First American Bank | 64,188 | $4.56M | 0.48% | +1,882+3.0% | Added |
| Inlet Private Wealth, LLC | 63,858 | $4.54M | 1.35% | +150.0% | Added |
| Poehling Capital Management, LLC | 44,612 | $4.54M | 1.90% | +40,120+893.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 63,705 | $4.53M | 0.30% | −6,623−9.4% | Reduced |
| Thompson Investment Management, Inc. | 63,637 | $4.52M | 0.88% | −58,436−47.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 63,643 | $4.52M | 2.48% | +65+0.1% | Added |
| Greenleaf Trust | 63,565 | $4.52M | 0.07% | +13,711+27.5% | Added |
| Royal Fund Management, LLC | 63,469 | $4.51M | 0.83% | −8,408−11.7% | Reduced |
| Toroso Investments, LLC | 63,177 | $4.49M | 0.19% | +8,962+16.5% | Added |
| Vident Investment Advisory, LLC | 73,174 | $4.47M | 0.15% | −12,368−14.5% | Reduced |
| Hightower 6M Holding, LLC | 62,627 | $4.45M | 0.40% | −26,131−29.4% | Reduced |
| Roanoke Asset Management Corp | 62,537 | $4.45M | 2.12% | +50.0% | Added |
| Hallmark Capital Management Inc | 62,117 | $4.42M | 0.44% | −1,269−2.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 62,077 | $4.41M | 3.03% | −60,123−49.2% | Reduced |
| Parallel Advisors, LLC | 61,739 | $4.39M | 0.20% | −1,007−1.6% | Reduced |
| FineMark National Bank & Trust | 61,690 | $4.39M | 0.22% | +96+0.2% | Added |
| Duncker Streett & Co Inc | 61,631 | $4.38M | 1.14% | −1,710−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 61,545 | $4.38M | 0.21% | −5,879−8.7% | Reduced |
| Oliver Luxxe Assets LLC | 61,504 | $4.37M | 1.37% | +2,933+5.0% | Added |
| Sheets Smith Wealth Management | 61,408 | $4.37M | 0.73% | +90+0.1% | Added |
| Bangor Savings Bank | 61,342 | $4.36M | 0.50% | +528+0.9% | Added |
| Siemens Fonds Invest GmbH | 61,141 | $4.35M | 0.50% | −1,777−2.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 60,301 | $4.29M | 1.13% | +1,115+1.9% | Added |
| Ar Asset Management Inc | 60,224 | $4.28M | 1.28% | +300+0.5% | Added |
| American Financial Group Inc | 60,000 | $4.27M | 1.47% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 60,000 | $4.26M | 6.35% | 00.0% | Unchanged |