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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; 2,529 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, 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
2,605
+180 vs. Q3 2022
Shares held
1.60B
−27.3M (−1.7%) vs. Q3 2022
Total value
$115.1B
−$652.0M (−0.6%) vs. Q3 2022
New holders
266
1,006 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: 2,605 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,521 institutionsQ2 2022: 2,543 institutionsQ3 2022: 2,474 institutionsQ4 2022: 2,605 institutionsQ1 2023: 2,548 institutionsQ2 2023: 2,486 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,337 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,494 institutionsQ1 2025: 2,485 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,462 institutionsQ1 2026: 2,543 institutionsQ2 2026: 2,529 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 20262,529$96.7B
Q1 20262,543$98.1B
Q4 20252,462$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,485$99.3B
Q4 20242,494$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,337$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,486$102.2B
Q1 20232,548$110.9B
Q4 20222,605$115.1B
Q3 20222,474$116.4B
Q2 20222,543$126.8B
Q1 20222,521$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
MJP Associates Inc8,371$602.3K0.18%+277+3.4%Added
Miracle Mile Advisors, LLC8,374$602.5K0.02%−1,968−19.0%Reduced
Strategic Wealth Partners, Ltd.8,403$604.6K0.11%+215+2.6%Added
First Citizens Bank & Trust Co8,420$605.0K0.02%−459−5.2%Reduced
Hyperion Partners, LLC8,435$606.9K0.58%+8,435New
Smallwood Wealth Investment Management, LLC8,444$607.5K0.52%−395−4.5%Reduced
CNB Bank8,450$608.0K0.38%−160−1.9%Reduced
Widmann Financial Services, Inc.8,466$609.1K0.64%−26−0.3%Reduced
Schwerin Boyle Capital Management Inc8,475$609.8K0.06%00.0%Unchanged
Oak Asset Management, LLC8,480$610.1K0.27%00.0%Unchanged
Cornerstone Capital, Inc.8,500$611.6K0.08%−950−10.1%Reduced
Day & Ennis, LLC8,505$611.9K0.24%00.0%Unchanged
BSW Wealth Partners8,517$613.0K0.13%+887+11.6%Added
Davidson Trust Co8,531$613.8K0.54%00.0%Unchanged
Resurgent Financial Advisors LLC8,559$615.8K0.33%+1,409+19.7%Added
LCNB Corp8,562$616.0K0.29%+100+1.2%Added
Appleton Partners Inc8,594$618.0K0.06%−710−7.6%Reduced
Wiley Bros.-Aintree Capital, LLC8,593$618.3K0.31%−40−0.5%Reduced
Baker Ellis Asset Management LLC8,603$619.0K0.12%00.0%Unchanged
Hexagon Capital Partners LLC8,606$619.2K0.18%−1,078−11.1%Reduced
Peachtree Investment Partners, LLC8,615$619.9K0.38%−2,274−20.9%Reduced
Powell Investment Advisors, LLC8,653$622.6K0.36%00.0%Unchanged
Plancorp, LLC8,660$623.1K0.04%+98+1.1%Added
Wedgewood Investors Inc8,670$623.8K0.82%+905+11.7%Added
Ausdal Financial Partners, Inc.8,679$624.5K0.09%+288+3.4%Added
Clare Market Investments LLC8,684$624.8K0.29%−9,885−53.2%Reduced
Ellsworth Advisors, LLC8,674$625.7K0.23%+1,754+25.3%Added
Avidian Wealth Solutions, LLC8,704$626.3K0.04%+2,103+31.9%Added
Gould Asset Management LLC8,705$626.3K0.19%−445−4.9%Reduced
Burns Matteson Capital Management, LLC8,723$627.6K0.42%+8,723New
ASB Consultores, LLC8,725$627.8K0.26%+519+6.3%Added
Peddock Capital Advisors, LLC8,745$629.2K0.24%+30.0%Added
Pendal Group Limited8,767$630.8K0.01%−4,221−32.5%Reduced
Smith Chas P & Associates Pa Cpas8,776$631.0K0.04%+101+1.2%Added
Jmac Enterprises LLC8,773$631.2K0.17%−714−7.5%Reduced
GYL Financial Synergies, LLC8,790$632.4K0.14%+1,222+16.1%Added
Convergence Investment Partners, LLC8,825$635.0K0.38%−1,095−11.0%Reduced
Trustco Bank Corp N Y8,847$636.5K0.70%00.0%Unchanged
D'Orazio & Associates, Inc.8,864$637.8K0.15%+1,316+17.4%Added
Lynch & Associates8,866$637.9K0.17%−130−1.4%Reduced
Krane Funds Advisors LLC8,878$639.0K0.03%−1,489−14.4%Reduced
One Capital Management, LLC8,890$639.6K0.03%−3,059−25.6%Reduced
Grandview Asset Management LLC8,913$641.0K0.40%+20.0%Added
Wellington Shields Capital Management, LLC8,915$641.4K0.08%+10.0%Added
Norway Savings Bank8,950$644.0K0.33%+42+0.5%Added
Hillsdale Investment Management Inc.8,954$644.2K0.05%−1,020−10.2%Reduced
IVC Wealth Advisors LLC8,979$646.0K0.48%+174+2.0%Added
Allred Capital Management, LLC8,980$646.1K0.35%−137−1.5%Reduced
EPG Wealth Management LLC8,997$647.4K0.25%−118−1.3%Reduced
Cercano Management LLC9,000$647.5K0.03%+9,000New
O'Rourke & Company, Inc9,007$648.0K0.51%+216+2.5%Added
Angeles Wealth Management, LLC9,058$651.7K0.11%−12−0.1%Reduced
Puzo Michael J9,060$651.9K0.24%00.0%Unchanged
Mirabella Financial Services LLP9,067$652.4K0.06%+9,067New
Goldstein Advisors, LLC9,106$655.0K0.16%+9,106New
Millennium Capital Advisors, LLC9,111$655.5K0.66%−755−7.7%Reduced
Chilton Investment Co LLC9,156$658.8K0.02%00.0%Unchanged
Trust Co9,160$659.0K0.11%−46−0.5%Reduced
Concord Wealth Partners9,182$660.7K0.20%−3,835−29.5%Reduced
Central Bank & Trust Co9,229$664.0K0.13%+70+0.8%Added
CWS Financial Advisors, LLC10,552$666.0K0.29%−180−1.7%Reduced
Lindbrook Capital, LLC9,265$666.6K0.08%−449−4.6%Reduced
Sargent Investment Group, LLC9,327$671.1K0.21%00.0%Unchanged
PFG Advisors9,373$674.4K0.07%+99+1.1%Added
Tempus Wealth Planning, LLC9,388$675.5K0.41%−452−4.6%Reduced
Vigilant Capital Management, LLC9,399$676.0K0.06%00.0%Unchanged
Ridgewood Investments LLC9,417$677.5K0.49%+101+1.1%Added
Alera Investment Advisors, LLC9,418$677.6K0.16%−2,501−21.0%Reduced
FORA Capital, LLC9,445$679.6K0.11%+9,445New
Cim Investment Mangement Inc9,453$680.1K0.27%−9,985−51.4%Reduced
Washington Trust Advisors, Inc.9,456$680.3K0.07%−1,137−10.7%Reduced
Fukoku Mutual Life Insurance Co9,488$682.7K0.06%00.0%Unchanged
Eudaimonia Partners, LLC9,490$682.8K0.17%−323−3.3%Reduced
Dearborn Partners LLC9,534$686.0K0.03%+1,193+14.3%Added
Sittner & Nelson, LLC9,586$689.7K0.42%+30.0%Added
Gilbert & Cook, Inc.9,594$690.3K0.13%+132+1.4%Added
Steel Peak Wealth Management LLC9,627$692.7K0.05%+290+3.1%Added
One Wealth Advisors, LLC9,659$695.0K0.16%+1,400+17.0%Added
Frisch Financial Group, Inc.9,671$696.0K0.26%+63+0.7%Added
HBW Advisory Services LLC9,695$698.0K0.19%−6,831−41.3%Reduced
Aspire Private Capital, LLC9,710$698.6K0.25%+1,704+21.3%Added
MBM Wealth Consultants, LLC9,692$700.0K0.33%−507−5.0%Reduced
Knowledge Leaders Capital, LLC9,789$704.3K0.93%−573−5.5%Reduced
LCM Capital Management Inc9,796$704.8K0.69%+16+0.2%Added
CWA Asset Management Group, LLC9,808$705.7K0.06%−245−2.4%Reduced
Cozad Asset Management Inc9,810$705.8K0.10%+1,942+24.7%Added
1620 Investment Advisors, Inc.9,826$707.0K0.86%+121+1.2%Added
Crew Capital Management, Ltd.9,833$707.5K1.02%−450−4.4%Reduced
ETF Managers Group, LLC9,836$707.7K0.03%−2,147−17.9%Reduced
Patton Albertson Miller Group, LLC9,845$708.3K0.13%−160−1.6%Reduced
Parthenon LLC9,852$708.9K0.12%00.0%Unchanged
Avantax Planning Partners, Inc.9,859$709.4K0.03%−308−3.0%Reduced
Abbrea Capital, LLC9,875$710.5K0.13%+825+9.1%Added
Tilt Investment Management Holdings, PBC9,897$712.1K0.60%+9,897New
MKT Advisors LLC9,953$716.0K0.54%−282−2.8%Reduced
Wolff Financial Management LLC9,950$716.0K0.26%00.0%Unchanged
Mather Group, LLC.9,969$717.3K0.01%+3,777+61.0%Added
One Charles Private Wealth Services, LLC9,975$717.7K0.46%+177+1.8%Added
Coho Partners, Ltd.10,000$719.0K0.01%00.0%Unchanged
Lumina Fund Management LLC10,000$720.0K0.36%00.0%Unchanged