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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, Q4 2022

Institutional positions in Bristol Myers Squibb Co as of Dec 31, 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
2,606
+180 vs. Q3 2022
Shares held
1.60B
−27.3M (−1.7%) vs. Q3 2022
Total value
$115.1B
−$651.9M (−0.6%) vs. Q3 2022
New holders
266
1,007 more added
Sold out
86
966 more reduced

49 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 2,606 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ4 2022: $115.1B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2022.

Institutions holding BMY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$320.00%+1New
Artemis Wealth Advisors, LLC7$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC25$1.80K0.00%−2−7.4%Reduced
Macroview Investment Management LLC25$1.80K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$1.80K0.00%00.0%Unchanged
Level Financial Advisors, Inc.30$2.00K0.00%+13+76.5%Added
Legend Financial Advisors, Inc.33$2.37K0.00%00.0%Unchanged
Chelsea Counsel Co35$2.52K0.00%+35New
Highline Wealth Partners LLC40$2.88K0.00%00.0%Unchanged
Y.D. More Investments Ltd40$2.88K0.00%+40New
Copeland Capital Management, LLC38$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC41$3.00K0.00%+15+57.7%Added
FNY Investment Advisers, LLC50$3.00K0.00%+50New
MRP Capital Investments, LLC58$4.17K0.00%+58New
Retirement Group, LLC76$5.00K0.00%+42+123.5%Added
Westchester Capital Management, Inc.75$5.40K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.82$6.00K0.00%00.0%Unchanged
Tucker Asset Management LLC96$6.92K0.00%00.0%Unchanged
PayPay Securities Corp99$7.12K0.48%+99New
Mendota Financial Group, LLC100$7.20K0.01%+100New
NewSquare Capital LLC103$7.41K0.00%−200−66.0%Reduced
Affiance Financial, LLC104$7.48K0.00%+104New
Kozak & Associates, Inc.106$8.00K0.00%00.0%Unchanged
Financial Avengers, Inc.120$8.66K0.01%+1+0.8%Added
Financial Freedom, LLC124$8.95K0.01%+124New
BBJS Financial Advisors, LLC127$9.14K0.00%+127New
QVR LLC145$10.4K0.02%+145New
Lumature Wealth Partners, LLC150$10.8K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC158$11.4K0.00%00.0%Unchanged
Kelly Financial Services LLC164$11.8K0.01%−42−20.4%Reduced
Sawyer & Company, Inc165$12.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC173$12.0K0.04%+1+0.6%Added
Evolution Advisers, Inc.180$12.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.174$12.5K0.01%00.0%Unchanged
Red Tortoise LLC182$13.1K0.01%+182New
Core Wealth Advisors, Inc.193$13.9K0.01%+193New
Stonehage Fleming Financial Services Holdings Ltd195$14.0K0.00%−5,250−96.4%Reduced
Acima Private Wealth, LLC200$14.4K0.01%00.0%Unchanged
Halpern Financial, Inc.200$14.4K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.200$14.4K0.01%00.0%Unchanged
Global Wealth Strategies & Associates200$14.4K0.01%+200New
Perkins Coie Trust Co205$14.7K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD242$17.4K0.01%+2+0.8%Added
Strengthening Families & Communities, LLC250$18.0K0.01%+1+0.4%Added
Roble, Belko & Company, Inc260$19.0K0.00%00.0%Unchanged
Bromfield Sneider Wealth Advisors278$20.0K0.02%00.0%Unchanged
First Personal Financial Services295$21.2K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC325$23.4K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC332$23.9K0.04%00.0%Unchanged
IAG Wealth Partners, LLC335$24.1K0.01%−12−3.5%Reduced
James Investment Research Inc350$25.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC350$25.0K0.01%00.0%Unchanged
True Wealth Design, LLC359$25.8K0.01%+359New
Schubert & Co364$26.2K0.02%+111+43.9%Added
Centerpoint Advisors, LLC375$27.0K0.01%00.0%Unchanged
Kessler Investment Group, LLC400$29.0K0.03%00.0%Unchanged
New Millennium Group LLC404$29.1K0.03%+22+5.8%Added
PFG Private Wealth Management, LLC415$30.0K0.02%−39−8.6%Reduced
Coppell Advisory Solutions LLC427$30.7K0.01%+427New
Coppell Advisory Solutions Corp.427$30.7K0.01%+427New
Worth Asset Management, LLC429$30.9K0.02%−75−14.9%Reduced
Compagnie Lombard Odier SCmA435$31.0K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC435$31.0K0.04%00.0%Unchanged
Winch Advisory Services, LLC449$32.0K0.01%−52−10.4%Reduced
Costello Asset Management, INC450$32.4K0.03%00.0%Unchanged
Live Oak Investment Partners–$32.7K0.03%–New
Baillie Gifford & Co458$33.0K0.00%00.0%Unchanged
My Personal CFO, LLC480$34.5K0.03%+480New
Paragon Wealth Strategies, LLC483$34.7K0.04%−366−43.1%Reduced
PFS Partners, LLC484$34.8K0.04%00.0%Unchanged
Tanaka Capital Management Inc486$35.0K0.11%00.0%Unchanged
Dark Forest Capital Management LP494$35.5K0.01%+494New
Point72 Asset Management, L.P.499$35.9K0.00%+499New
Studio Investment Management LLC500$36.0K0.01%00.0%Unchanged
American State Bank (Iowa)500$36.0K0.03%00.0%Unchanged
Clear Investment Research, LLC500$36.0K0.07%00.0%Unchanged
Miller Wealth Advisors, LLC481$36.0K0.02%+242+101.3%Added
VitalStone Financial, LLC507$36.0K0.02%+507New
Creative Financial Designs Inc506$36.4K0.01%−65−11.4%Reduced
Hoey Investments, Inc511$36.8K0.02%+211+70.3%Added
Kepos Capital LP511$37.0K0.01%+511New
Cribstone Capital Management, LLC515$37.1K0.02%00.0%Unchanged
Guardian Wealth Management, Inc.516$37.1K0.04%+1+0.2%Added
Cedar Wealth Management, LLC526$37.9K0.02%00.0%Unchanged
Abound Wealth Management534$38.4K0.02%−57−9.6%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.550$40.0K0.35%+550New
Rocky Mountain Advisers, LLC575$41.0K0.02%00.0%Unchanged
Fortis Capital Advisors, LLC575$41.4K0.02%+575New
McClarren Financial Advisors, Inc.592$42.0K0.04%+4+0.7%Added
Tacita Capital Inc630$45.0K0.03%00.0%Unchanged
Spartan Planning & Wealth Management628$45.2K0.06%−377−37.5%Reduced
HighMark Wealth Management LLC633$45.5K0.03%00.0%Unchanged
Coastal Capital Group, Inc.641$45.6K0.01%00.0%Unchanged
Goodman Advisory Group, LLC651$47.0K0.03%00.0%Unchanged
Canton Hathaway, LLC695$50.0K0.02%00.0%Unchanged
Column Capital Advisors, LLC700$50.4K0.01%00.0%Unchanged
United Community Bank705$50.7K0.05%+412+140.6%Added
Godsey & Gibb Associates725$52.2K0.01%+725New
Seldon Capital LP747$53.7K0.05%00.0%Unchanged
Glass Jacobson Investment Advisors llc765$55.0K0.03%+765New