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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 14,407 | $1.04M | 0.05% | +1,388+10.7% | Added |
| Kovack Advisors, Inc. | 14,416 | $1.04M | 0.15% | −76−0.5% | Reduced |
| Capital Advisors Inc | 14,427 | $1.04M | 0.03% | −844−5.5% | Reduced |
| LVM Capital Management Ltd | 14,503 | $1.04M | 0.15% | −533−3.5% | Reduced |
| First PREMIER Bank | 14,503 | $1.04M | 0.32% | −75−0.5% | Reduced |
| FourThought Financial Partners, LLC | 14,587 | $1.05M | 0.15% | +14,587 | New |
| Cooper Financial Group | 14,607 | $1.05M | 0.32% | +1,423+10.8% | Added |
| Thoroughbred Financial Services, LLC | 14,635 | $1.05M | 0.17% | +1,139+8.4% | Added |
| AXS Investments LLC | 14,653 | $1.05M | 0.38% | +181+1.3% | Added |
| Texas Yale Capital Corp. | 14,655 | $1.05M | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 14,707 | $1.06M | 0.22% | −411−2.7% | Reduced |
| Harrison & Co Wealth Management, LLC | 14,707 | $1.06M | 1.02% | −106−0.7% | Reduced |
| Investment Partners, Ltd. | 14,716 | $1.06M | 0.56% | −21,566−59.4% | Reduced |
| CoreFirst Bank & Trust | 14,717 | $1.06M | 0.80% | +800+5.7% | Added |
| Wedmont Private Capital | 14,531 | $1.06M | 0.16% | +2,712+22.9% | Added |
| BKD Wealth Advisors, LLC | 14,755 | $1.06M | 0.04% | −446−2.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 14,775 | $1.06M | 0.61% | −300−2.0% | Reduced |
| Washington Trust Co | 14,815 | $1.07M | 0.05% | −109−0.7% | Reduced |
| Sentry Investment Management LLC | 14,816 | $1.07M | 0.47% | +319+2.2% | Added |
| Personal Cfo Solutions, LLC | 14,882 | $1.07M | 0.23% | +994+7.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 14,891 | $1.07M | 0.58% | −291−1.9% | Reduced |
| Fox Run Management, L.L.C. | 14,929 | $1.07M | 0.43% | +14,929 | New |
| Good Life Advisors, LLC | 14,954 | $1.08M | 0.15% | −261−1.7% | Reduced |
| Saybrook Capital | 14,950 | $1.08M | 0.36% | +87+0.6% | Added |
| SageView Advisory Group, LLC | 15,008 | $1.08M | 0.09% | +15,008 | New |
| Boston Trust Walden Corp | 15,037 | $1.08M | 0.01% | −300−2.0% | Reduced |
| Zuckerman Investment Group, LLC | 15,071 | $1.08M | 0.17% | −3,059−16.9% | Reduced |
| Tompkins Financial Corp | 15,075 | $1.08M | 0.17% | +213+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 15,125 | $1.09M | 0.33% | +390+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 15,150 | $1.09M | 0.43% | +550+3.8% | Added |
| Sawgrass Asset Management LLC | 15,228 | $1.10M | 0.15% | −2,044−11.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 15,230 | $1.10M | 0.11% | −26−0.2% | Reduced |
| Essex LLC | 15,269 | $1.10M | 0.33% | −827−5.1% | Reduced |
| NCM Capital Management, LLC | 15,307 | $1.10M | 0.73% | 00.0% | Unchanged |
| Fiera Capital Corp | 15,390 | $1.11M | 0.00% | −25,665−62.5% | Reduced |
| Cornerstone Advisory, LLC | 15,426 | $1.11M | 0.22% | +1,120+7.8% | Added |
| Laidlaw Wealth Management LLC | 15,434 | $1.11M | 0.24% | −10.0% | Reduced |
| Richwood Investment Advisors, LLC | 15,461 | $1.11M | 1.12% | +206+1.4% | Added |
| Accredited Investors Inc. | 15,593 | $1.12M | 0.09% | +132+0.9% | Added |
| Acrisure Capital Management, LLC | 15,593 | $1.12M | 1.24% | +15,593 | New |
| CSS LLC | 15,600 | $1.12M | 0.07% | +500+3.3% | Added |
| Perkins Capital Management Inc | 15,641 | $1.13M | 1.19% | 00.0% | Unchanged |
| Community Bank of Raymore | 15,660 | $1.13M | 0.41% | +9,460+152.6% | Added |
| Redhawk Wealth Advisors, Inc. | 15,695 | $1.13M | 0.44% | +639+4.2% | Added |
| Crescent Grove Advisors, LLC | 15,763 | $1.13M | 0.12% | +1,483+10.4% | Added |
| RFG Advisory, LLC | 15,285 | $1.14M | 0.06% | −1,493−8.9% | Reduced |
| Moneta Group Investment Advisors LLC | 15,671 | $1.14M | 0.03% | −3,108−16.6% | Reduced |
| Sherbrooke Park Advisers LLC | 15,900 | $1.14M | 0.84% | +15,900 | New |
| Boston Financial Mangement LLC | 15,943 | $1.15M | 0.05% | +475+3.1% | Added |
| Great Valley Advisor Group, Inc. | 16,029 | $1.15M | 0.06% | +1,341+9.1% | Added |
| Estabrook Capital Management | 16,047 | $1.15M | 0.20% | −285−1.7% | Reduced |
| KRS Capital Management, LLC | 16,089 | $1.16M | 1.58% | +753+4.9% | Added |
| CX Institutional | 16,168 | $1.16M | 0.07% | +2,159+15.4% | Added |
| Mill Creek Capital Advisors, LLC | 16,211 | $1.17M | 0.05% | +16,211 | New |
| Prime Capital Investment Advisors, LLC | 16,251 | $1.17M | 0.04% | +4,335+36.4% | Added |
| Spire Wealth Management | 16,264 | $1.17M | 0.07% | +656+4.2% | Added |
| Kensington Investment Counsel, LLC | 16,299 | $1.17M | 0.92% | −92−0.6% | Reduced |
| DFPG Investments, LLC | 16,329 | $1.17M | 0.19% | +16,329 | New |
| M Holdings Securities, Inc. | 16,349 | $1.18M | 0.12% | +175+1.1% | Added |
| Fountainhead AM, LLC | 16,366 | $1.18M | 0.53% | +113+0.7% | Added |
| Pavion Blue Capital, LLC | 16,376 | $1.18M | 0.75% | +25+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 16,476 | $1.19M | 0.42% | +110+0.7% | Added |
| Fruth Investment Management | 16,484 | $1.19M | 0.35% | −250−1.5% | Reduced |
| Physicians Financial Services, Inc. | 16,504 | $1.19M | 0.53% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 16,517 | $1.19M | 1.93% | −146−0.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 16,541 | $1.19M | 0.29% | +952+6.1% | Added |
| First Financial Bank - Trust Division | 16,594 | $1.19M | 0.13% | +1,419+9.4% | Added |
| IAM Advisory, LLC | 16,626 | $1.20M | 0.44% | +814+5.1% | Added |
| NewEdge Wealth, LLC | 16,632 | $1.20M | 0.05% | +1,515+10.0% | Added |
| Mystic Asset Management, Inc. | 16,634 | $1.20M | 0.68% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 16,640 | $1.20M | 0.54% | −13,866−45.5% | Reduced |
| Spirit of America Management Corp | 16,650 | $1.20M | 0.27% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 16,693 | $1.20M | 0.09% | +700+4.4% | Added |
| Athena Investment Management | 16,764 | $1.21M | 0.88% | +125+0.8% | Added |
| Financial Advocates Investment Management | 16,618 | $1.21M | 0.09% | +1,111+7.2% | Added |
| Massachusetts Financial Services Co | 16,784 | $1.21M | 0.00% | +12,661+307.1% | Added |
| Global Retirement Partners, LLC | 16,845 | $1.21M | 0.08% | +1,023+6.5% | Added |
| OmniStar Financial Group, Inc. | 16,940 | $1.22M | 1.38% | +468+2.8% | Added |
| Morse Asset Management, Inc | 16,945 | $1.22M | 0.44% | −100−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,968 | $1.22M | 0.16% | +1,187+7.5% | Added |
| Samalin Investment Counsel, LLC | 16,982 | $1.22M | 0.77% | −362−2.1% | Reduced |
| Transatlantique Private Wealth LLC | 16,962 | $1.22M | 0.73% | +65+0.4% | Added |
| Jeppson Wealth Management, LLC | 17,162 | $1.23M | 0.52% | −50−0.3% | Reduced |
| United Bank | 17,390 | $1.25M | 0.77% | −363−2.0% | Reduced |
| Everett Harris & Co | 17,419 | $1.25M | 0.02% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 17,446 | $1.26M | 0.05% | +25+0.1% | Added |
| WMS Partners, LLC | 17,452 | $1.26M | 0.12% | −4,746−21.4% | Reduced |
| Park Edge Advisors, LLC | 17,511 | $1.26M | 0.55% | +17,511 | New |
| WealthTrust Asset Management, LLC | 17,524 | $1.26M | 1.22% | −2,089−10.7% | Reduced |
| D.B. Root & Company, LLC | 17,569 | $1.26M | 0.53% | +384+2.2% | Added |
| DT Investment Partners, LLC | 17,612 | $1.27M | 0.17% | +137+0.8% | Added |
| Centaurus Financial, Inc. | 17,646 | $1.27M | 0.12% | +98+0.6% | Added |
| Van Strum & Towne Inc. | 17,682 | $1.27M | 0.55% | 00.0% | Unchanged |
| Veriti Management LLC | 17,697 | $1.27M | 0.17% | −1,401−7.3% | Reduced |
| Comerica Securities,inc. | 17,703 | $1.27M | 0.09% | +1,504+9.3% | Added |
| St. Clair Advisors, LLC | 17,716 | $1.27M | 0.80% | +7,646+75.9% | Added |
| Patriot Investment Management Inc. | 17,615 | $1.28M | 0.11% | −3,217−15.4% | Reduced |
| Van Cleef Asset Management,Inc | 17,748 | $1.28M | 0.21% | +1,276+7.7% | Added |
| Independence Bank of Kentucky | 17,770 | $1.28M | 0.57% | −25−0.1% | Reduced |
| Ategra Capital Management, LLC | 17,779 | $1.28M | 0.67% | +1,143+6.9% | Added |