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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 11,851 | $852.7K | 0.32% | +114+1.0% | Added |
| Field & Main Bank | 11,892 | $855.6K | 0.55% | −50−0.4% | Reduced |
| BBR Partners, LLC | 11,901 | $856.3K | 0.10% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 11,910 | $856.9K | 0.25% | +261+2.2% | Added |
| Fundamentun, LLC | 11,911 | $857.0K | 0.15% | −6−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,968 | $861.1K | 0.33% | +69+0.6% | Added |
| Redwood Wealth Management Group, LLC | 11,979 | $861.9K | 1.08% | +11,979 | New |
| Massmutual Trust Co FSB | 11,988 | $863.0K | 0.04% | +344+3.0% | Added |
| Valley Brook Capital Group | 12,030 | $865.6K | 0.83% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 12,034 | $865.8K | 0.06% | −851−6.6% | Reduced |
| First National Bank of South Miami | 12,045 | $866.0K | 0.65% | +438+3.8% | Added |
| Retirement Planning Co of New England, Inc. | 12,052 | $867.1K | 0.57% | +22+0.2% | Added |
| Smith, Salley & Associates | 12,073 | $868.6K | 0.07% | +670+5.9% | Added |
| Ridgecrest Wealth Partners, LLC | 12,079 | $869.1K | 0.66% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 12,079 | $869.1K | 0.18% | +1,347+12.6% | Added |
| Mark Stevens | 12,090 | $870.0K | 0.11% | −160−1.3% | Reduced |
| L.M. Kohn & Company | 12,099 | $870.5K | 0.41% | −159−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 12,127 | $872.5K | 0.28% | −2,038−14.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,174 | $875.9K | 0.10% | −318−2.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,184 | $876.7K | 0.03% | −182−1.5% | Reduced |
| Jones Financial Companies LLLP | 12,212 | $879.0K | 0.00% | +1,289+11.8% | Added |
| KG&L Capital Management,LLC | 12,222 | $879.3K | 0.51% | +327+2.7% | Added |
| Armor Investment Advisors, LLC | 12,250 | $881.4K | 0.54% | +200+1.7% | Added |
| West Family Investments, Inc. | 12,254 | $881.7K | 0.30% | +1,774+16.9% | Added |
| Kistler-Tiffany Companies, LLC | 12,298 | $884.8K | 0.18% | −58−0.5% | Reduced |
| Cardinal Capital Management, Inc. | 12,300 | $885.0K | 0.05% | −400−3.1% | Reduced |
| Legacy Private Trust Co. | 12,339 | $887.8K | 0.08% | +15+0.1% | Added |
| Ifrah Financial Services, Inc. | 12,346 | $888.3K | 0.29% | −291−2.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,366 | $889.7K | 0.21% | −5,028−28.9% | Reduced |
| Winning Points Advisors, LLC | 12,396 | $892.0K | 1.14% | −115−0.9% | Reduced |
| Burney Co | 12,428 | $894.2K | 0.05% | −230−1.8% | Reduced |
| Lyell Wealth Management, LP | 12,486 | $898.4K | 0.14% | −975−7.2% | Reduced |
| Crawford Investment Counsel Inc | 12,496 | $899.1K | 0.02% | −550−4.2% | Reduced |
| Formidable Asset Management, LLC | 12,513 | $900.0K | 0.20% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,557 | $903.5K | 0.16% | +1,651+15.1% | Added |
| St Germain D J Co Inc | 34,213 | $907.3K | 0.30% | +11,535+50.9% | Added |
| Little House Capital LLC | 12,611 | $907.4K | 0.45% | +2,207+21.2% | Added |
| Strategic Investment Advisors | 12,617 | $907.8K | 0.19% | +970+8.3% | Added |
| Prudent Man Advisors, LLC | 12,663 | $911.0K | 0.37% | −33−0.3% | Reduced |
| Barry Investment Advisors, LLC | 12,673 | $911.8K | 0.29% | −459−3.5% | Reduced |
| Principle Wealth Partners LLC | 12,687 | $912.8K | 0.10% | −11−0.1% | Reduced |
| CapWealth Advisors, LLC | 12,763 | $918.3K | 0.11% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 12,763 | $918.3K | 0.34% | 00.0% | Unchanged |
| Ellevest, Inc. | 12,774 | $919.1K | 0.08% | +1,078+9.2% | Added |
| SOL Capital Management CO | 12,788 | $920.1K | 0.16% | −140−1.1% | Reduced |
| Spears Abacus Advisors LLC | 12,830 | $923.1K | 0.09% | +250+2.0% | Added |
| Schnieders Capital Management LLC | 12,847 | $924.3K | 0.21% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,849 | $924.5K | 0.41% | −537−4.0% | Reduced |
| InTrack Investment Management Inc | 12,967 | $933.0K | 0.93% | −5,187−28.6% | Reduced |
| Bremer Bank National Association | 12,986 | $934.0K | 0.18% | −2,303−15.1% | Reduced |
| New Hampshire Trust | 12,992 | $934.8K | 0.25% | +12,992 | New |
| Range Financial Group LLC | 13,071 | $940.4K | 0.64% | +67+0.5% | Added |
| Archford Capital Strategies, LLC | 13,153 | $946.3K | 0.22% | +9+0.1% | Added |
| Camarda Financial Advisors, LLC | 13,194 | $949.3K | 0.96% | +4,377+49.6% | Added |
| Centennial Bank | 13,258 | $953.9K | 0.55% | +13,258 | New |
| RMB Capital Management, LLC | 13,270 | $954.8K | 0.03% | −780−5.6% | Reduced |
| River & Mercantile Asset Management LLP | 13,290 | $956.0K | 0.21% | −1,450−9.8% | Reduced |
| Wealth Effects LLC | 13,326 | $958.8K | 0.55% | −1,699−11.3% | Reduced |
| Elmwood Wealth Management, Inc. | 13,336 | $959.5K | 0.48% | −350−2.6% | Reduced |
| Hodges Capital Management Inc. | 13,341 | $960.0K | 0.08% | −4,711−26.1% | Reduced |
| Sovereign Financial Group, Inc. | 13,367 | $961.8K | 0.38% | +1,457+12.2% | Added |
| Neo Ivy Capital Management | 13,404 | $964.0K | 0.65% | +13,404 | New |
| Bridges Investment Management Inc | 13,414 | $965.1K | 0.04% | −2,050−13.3% | Reduced |
| Main Street Financial Solutions, LLC | 13,409 | $965.2K | 0.15% | −2,339−14.9% | Reduced |
| Lake Street Advisors Group, LLC | 13,430 | $966.0K | 0.06% | +563+4.4% | Added |
| AlphaCore Capital LLC | 13,472 | $969.3K | 0.38% | +1,446+12.0% | Added |
| Capstone Financial Advisors, Inc. | 13,473 | $969.4K | 0.08% | −1,112−7.6% | Reduced |
| City State Bank | 13,492 | $971.0K | 0.60% | −47−0.3% | Reduced |
| Atwood & Palmer Inc | 13,498 | $971.2K | 0.09% | +20.0% | Added |
| Confluence Wealth Services, Inc. | 13,513 | $972.2K | 0.25% | +578+4.5% | Added |
| Gratus Capital LLC | 13,518 | $972.6K | 0.08% | −445−3.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,530 | $973.5K | 0.04% | +13,530 | New |
| Alaethes Wealth LLC | 13,530 | $973.5K | 0.67% | +733+5.7% | Added |
| Bath Savings Trust Co | 13,544 | $974.0K | 0.13% | −664−4.7% | Reduced |
| NorthLanding Financial Partners, LLC | 13,549 | $975.0K | 0.70% | +124+0.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,627 | $975.7K | 0.60% | +82+0.6% | Added |
| Valley National Advisers Inc | 13,617 | $979.0K | 0.18% | −887−6.1% | Reduced |
| Chapin Davis, Inc. | 13,611 | $979.3K | 0.57% | +13,611 | New |
| Baldwin Brothers Inc | 13,674 | $983.8K | 0.09% | +10,586+342.8% | Added |
| M&R Capital Management Inc | 13,689 | $985.0K | 0.27% | +4,309+45.9% | Added |
| Barrett & Company, Inc. | 13,726 | $987.6K | 0.65% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 13,738 | $988.5K | 0.40% | +1,372+11.1% | Added |
| Kapstone Financial Advisors LLC | 13,614 | $990.7K | 0.90% | +13,614 | New |
| Ironwood Financial, llc | 13,823 | $994.6K | 0.31% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 13,896 | $999.8K | 0.41% | −14−0.1% | Reduced |
| Inceptionr LLC | 13,898 | $1.00M | 0.53% | +13,898 | New |
| Private Wealth Partners, LLC | 13,915 | $1.00M | 0.11% | +2,805+25.2% | Added |
| Westhampton Capital, LLC | 13,942 | $1.00M | 0.68% | −70−0.5% | Reduced |
| Scott Investment Partners LLP | 14,000 | $1.01M | 2.43% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 14,025 | $1.01M | 0.70% | +70+0.5% | Added |
| Human Investing LLC | 14,038 | $1.01M | 0.26% | −2,534−15.3% | Reduced |
| Fayez Sarofim & Co | 14,064 | $1.01M | 0.00% | +782+5.9% | Added |
| Vectors Research Management, LLC | 14,110 | $1.01M | 0.26% | +46+0.3% | Added |
| HNP Capital LLC | 14,110 | $1.02M | 0.28% | +46+0.3% | Added |
| Evermay Wealth Management LLC | 14,118 | $1.02M | 0.21% | −1,000−6.6% | Reduced |
| Modera Wealth Management, LLC | 14,164 | $1.02M | 0.04% | +874+6.6% | Added |
| Kercheville Advisors, LLC | 14,246 | $1.02M | 0.71% | +40.0% | Added |
| Credit Agricole S A | 14,272 | $1.03M | 0.04% | −153−1.1% | Reduced |
| Cohen Capital Management, Inc. | 14,390 | $1.04M | 0.21% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 14,399 | $1.04M | 0.76% | +425+3.0% | Added |