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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NVWM, LLC | 10,004 | $720.6K | 0.26% | −30−0.3% | Reduced |
| Crestwood Advisors Group LLC | 10,084 | $725.6K | 0.02% | +173+1.7% | Added |
| Allen Investment Management LLC | 10,108 | $727.3K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,116 | $727.8K | 0.06% | +552+5.8% | Added |
| Somerville Kurt F | 10,132 | $729.0K | 0.14% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10,148 | $730.0K | 0.01% | −2,800−21.6% | Reduced |
| Paradigm Capital Management Inc | 10,200 | $733.9K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 10,205 | $734.2K | 0.24% | +10.0% | Added |
| Crescent Sterling, Ltd. | 10,208 | $734.5K | 0.79% | +10,208 | New |
| Woodward Diversified Capital, LLC | 10,264 | $738.5K | 0.59% | −571−5.3% | Reduced |
| Capital Financial Services, LLC | 10,269 | $738.9K | 1.02% | −1,035−9.2% | Reduced |
| WealthPLAN Partners, LLC | 10,242 | $740.0K | 0.05% | +10,242 | New |
| Lion Street Advisors, LLC | 12,685 | $740.8K | 0.39% | +1,828+16.8% | Added |
| Marietta Investment Partners LLC | 10,300 | $741.1K | 0.21% | 00.0% | Unchanged |
| MQS Management LLC | 10,309 | $741.7K | 0.50% | +10,309 | New |
| SPC Financial, Inc. | 10,316 | $742.3K | 0.09% | +348+3.5% | Added |
| Johnson Financial Group, Inc. | 10,330 | $743.2K | 0.06% | −141−1.3% | Reduced |
| Benin Management CORP | 10,352 | $744.8K | 0.30% | −127−1.2% | Reduced |
| Pettinga Financial Advisors, LLC | 10,363 | $745.6K | 0.24% | −126−1.2% | Reduced |
| RSM US Wealth Management LLC | 10,379 | $746.1K | 0.04% | +1,649+18.9% | Added |
| Lebenthal Global Advisors, LLC | 10,377 | $746.6K | 0.25% | +2,096+25.3% | Added |
| Raleigh Capital Management Inc. | 10,381 | $746.9K | 0.39% | −9,231−47.1% | Reduced |
| Bridgewater Advisors Inc. | 10,387 | $747.4K | 0.18% | −5,816−35.9% | Reduced |
| WealthPlan Investment Management, LLC | 10,242 | $749.4K | 0.05% | +1,165+12.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,421 | $749.8K | 0.51% | −75−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,350 | $750.5K | 0.76% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,461 | $752.7K | 0.07% | −1,190−10.2% | Reduced |
| Summit Financial Group Inc | 10,480 | $754.0K | 0.30% | +800+8.3% | Added |
| Personal Capital Advisors Corp | 10,491 | $754.8K | 0.00% | −184−1.7% | Reduced |
| Toews Corp | 10,500 | $755.5K | 0.37% | −6,700−39.0% | Reduced |
| DMG Group, LLC | 10,470 | $757.0K | 0.85% | −435−4.0% | Reduced |
| Northeast Investment Management | 10,531 | $758.0K | 0.05% | −1,709−14.0% | Reduced |
| Davis R M Inc | 10,529 | $758.0K | 0.02% | +590+5.9% | Added |
| Franklin Street Advisors Inc | 10,546 | $759.0K | 0.07% | +225+2.2% | Added |
| Financial Advisory Service, Inc. | 10,578 | $761.1K | 0.09% | −685−6.1% | Reduced |
| Round Hill Asset Management | 10,584 | $761.5K | 0.47% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 10,585 | $761.6K | 0.14% | +1,365+14.8% | Added |
| Congress Wealth Management LLC | 10,598 | $762.5K | 0.02% | −177−1.6% | Reduced |
| Longfellow Investment Management Co LLC | 10,614 | $763.7K | 0.17% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,628 | $764.7K | 0.07% | −2,974−21.9% | Reduced |
| Marcum Wealth, LLC | 10,646 | $766.0K | 0.10% | −424−3.8% | Reduced |
| American Trust Investment Advisors, LLC | 10,660 | $767.0K | 0.49% | +120+1.1% | Added |
| North Star Asset Management Inc | 10,691 | $769.2K | 0.05% | −934−8.0% | Reduced |
| Virtus ETF Advisers LLC | 10,701 | $769.9K | 0.40% | +1,399+15.0% | Added |
| Clearview Wealth Advisors LLC | 10,751 | $773.6K | 0.60% | −51−0.5% | Reduced |
| Buckingham Strategic Partners | 10,799 | $777.0K | 0.06% | −13,918−56.3% | Reduced |
| Stephenson National Bank & Trust | 10,803 | $777.0K | 0.49% | +633+6.2% | Added |
| Westmount Partners, LLC | 10,822 | $778.6K | 0.40% | +10,822 | New |
| Blueprint Investment Partners LLC | 10,830 | $779.3K | 0.17% | +3,338+44.6% | Added |
| Penobscot Investment Management Company, Inc. | 10,845 | $780.3K | 0.14% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 10,849 | $780.6K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,898 | $784.1K | 0.26% | −200−1.8% | Reduced |
| West Chester Capital Advisors, Inc | 10,915 | $785.3K | 1.57% | −35−0.3% | Reduced |
| WealthShield Partners, LLC | 10,926 | $786.1K | 0.15% | +1,056+10.7% | Added |
| Abacus Planning Group, Inc. | 10,948 | $787.7K | 0.22% | +969+9.7% | Added |
| Capital Investment Advisory Services, LLC | 10,973 | $789.5K | 0.09% | −1,844−14.4% | Reduced |
| First Nebraska Trust Co | 11,017 | $792.7K | 0.10% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 11,047 | $794.9K | 1.05% | −5,804−34.4% | Reduced |
| Bristol John W & Co Inc | 11,070 | $796.5K | 0.02% | 00.0% | Unchanged |
| Miramar Capital, LLC | 11,073 | $796.7K | 0.21% | −200−1.8% | Reduced |
| First Financial Corp | 11,084 | $797.5K | 0.49% | 00.0% | Unchanged |
| Ascent Group, LLC | 11,140 | $801.5K | 0.09% | −5,352−32.5% | Reduced |
| Bellevue Asset Management, LLC | 11,230 | $801.7K | 0.62% | −944−7.8% | Reduced |
| Traynor Capital Management, Inc. | 11,146 | $801.9K | 0.14% | +315+2.9% | Added |
| River Street Advisors LLC | 11,149 | $802.2K | 0.86% | +11,149 | New |
| Papp L Roy & Associates | 11,184 | $804.7K | 0.11% | −108−1.0% | Reduced |
| Stone Point Wealth LLC | 11,185 | $804.8K | 0.39% | −40.0% | Reduced |
| First National Bank Sioux Falls | 11,195 | $805.5K | 0.58% | −675−5.7% | Reduced |
| Altrafin AG | 11,200 | $805.8K | 0.47% | 00.0% | Unchanged |
| XR Securities LLC | 11,233 | $808.2K | 0.96% | +6,469+135.8% | Added |
| Nichols & Pratt Advisers LLP | 11,236 | $808.4K | 0.06% | −139−1.2% | Reduced |
| Pictet & Cie (Europe) SA | 11,250 | $809.4K | 0.04% | 00.0% | Unchanged |
| 626 Financial, LLC | 11,259 | $810.1K | 0.56% | +11+0.1% | Added |
| Breakwater Capital Group | 11,298 | $812.9K | 0.43% | +11,298 | New |
| Graypoint LLC | 11,318 | $814.3K | 0.10% | −1,625−12.6% | Reduced |
| BNC Wealth Management, LLC | 11,338 | $815.8K | 0.48% | +11,338 | New |
| Madden Securities Corp | 11,345 | $816.3K | 0.43% | −110−1.0% | Reduced |
| Zhang Financial LLC | 11,369 | $818.0K | 0.10% | +2,662+30.6% | Added |
| Crewe Advisors LLC | 11,376 | $818.5K | 0.13% | +439+4.0% | Added |
| Farmers National Bank | 11,433 | $822.6K | 0.29% | −165−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 11,080 | $825.7K | 0.05% | −4,307−28.0% | Reduced |
| Parkside Financial Bank & Trust | 11,500 | $827.4K | 0.24% | +1,451+14.4% | Added |
| Cornerstone Investment Partners, LLC | 11,502 | $827.6K | 0.05% | −36−0.3% | Reduced |
| Focus Financial Network, Inc. | 11,529 | $829.5K | 0.07% | +51+0.4% | Added |
| Occidental Asset Management, LLC | 11,571 | $832.5K | 0.23% | +1,150+11.0% | Added |
| NorthRock Partners, LLC | 11,578 | $833.0K | 0.09% | +3,459+42.6% | Added |
| Dorchester Wealth Management Co | 11,594 | $834.2K | 0.20% | −3,050−20.8% | Reduced |
| Linscomb & Williams, Inc. | 11,616 | $835.8K | 0.04% | +3,267+39.1% | Added |
| Acropolis Investment Management, LLC | 11,618 | $835.9K | 0.07% | +21+0.2% | Added |
| WoodTrust Financial Corp | 11,617 | $836.0K | 0.17% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 11,646 | $837.9K | 0.34% | −8,652−42.6% | Reduced |
| Beacon Financial Advisory LLC | 11,667 | $839.4K | 0.60% | +514+4.6% | Added |
| Capital Analysts, LLC | 11,683 | $840.0K | 0.05% | +333+2.9% | Added |
| Broderick Brian C | 11,700 | $841.8K | 0.25% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 11,572 | $843.9K | 0.23% | +1,629+16.4% | Added |
| Exencial Wealth Advisors, LLC | 11,760 | $846.1K | 0.05% | +3,512+42.6% | Added |
| Selective Wealth Management, Inc. | 11,433 | $847.8K | 0.45% | −5,400−32.1% | Reduced |
| Colonial Trust Co | 11,792 | $848.4K | 0.23% | −1,150−8.9% | Reduced |
| Sax Wealth Advisors, LLC | 11,808 | $849.6K | 0.20% | −1,400−10.6% | Reduced |
| Hedges Asset Management LLC | 11,850 | $852.6K | 0.76% | 00.0% | Unchanged |