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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 23,237 | $1.28M | 0.44% | +1,149+5.2% | Added |
| FDx Advisors, Inc. | 17,837 | $1.28M | 0.06% | −2,120−10.6% | Reduced |
| Copperwynd Financial, LLC | 17,914 | $1.29M | 0.72% | +180+1.0% | Added |
| Indiana Trust & Investment Management CO | 17,978 | $1.29M | 0.73% | −752−4.0% | Reduced |
| Thomas White International Ltd | 17,992 | $1.29M | 0.28% | +6,750+60.0% | Added |
| Echo Street Capital Management LLC | 18,185 | $1.31M | 0.01% | +18,185 | New |
| Axq Capital, LP | 18,192 | $1.31M | 0.91% | +18,192 | New |
| Obermeyer Wood Investment Counsel, LLLP | 18,201 | $1.31M | 0.10% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 18,234 | $1.31M | 0.77% | −41−0.2% | Reduced |
| Claro Advisors LLC | 18,251 | $1.31M | 0.43% | +3,076+20.3% | Added |
| Old North State Trust, LLC | 18,280 | $1.31M | 0.86% | −90−0.5% | Reduced |
| Wendell David Associates Inc | 18,299 | $1.32M | 0.16% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 18,362 | $1.32M | 0.48% | −500−2.7% | Reduced |
| Lee Johnson Capital Management, LLC | 18,403 | $1.32M | 2.47% | +275+1.5% | Added |
| Knuff & Co LLC | 18,413 | $1.32M | 0.56% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,433 | $1.33M | 0.68% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,462 | $1.33M | 0.91% | +171+0.9% | Added |
| Aspen Investment Management Inc | 18,485 | $1.33M | 0.87% | −373−2.0% | Reduced |
| Waddell & Associates, LLC | 18,494 | $1.33M | 0.22% | +93+0.5% | Added |
| Change Path, LLC | 18,519 | $1.33M | 0.07% | +1,928+11.6% | Added |
| Allegheny Financial Group LTD | 18,597 | $1.34M | 0.56% | +110+0.6% | Added |
| Garrison Point Advisors, LLC | 18,636 | $1.34M | 1.10% | 00.0% | Unchanged |
| First Command Bank | 18,685 | $1.34M | 0.17% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 18,685 | $1.34M | 0.17% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 18,761 | $1.35M | 0.10% | −251−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,786 | $1.35M | 0.06% | −2,969−13.6% | Reduced |
| Coastal Investment Advisors, Inc. | 18,786 | $1.35M | 0.33% | −164−0.9% | Reduced |
| Arden Trust Co | 18,843 | $1.36M | 0.28% | −80−0.4% | Reduced |
| Archer Investment Corp | 18,882 | $1.36M | 0.53% | −700−3.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 18,898 | $1.36M | 0.16% | +3,805+25.2% | Added |
| Prosperity Consulting Group, LLC | 18,966 | $1.36M | 0.91% | +35+0.2% | Added |
| Founders Financial Securities LLC | 18,978 | $1.37M | 0.21% | −899−4.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,994 | $1.37M | 0.17% | +1,649+9.5% | Added |
| Adviser Investments LLC | 19,064 | $1.37M | 0.03% | −1,620−7.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 19,077 | $1.37M | 0.35% | −295−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,085 | $1.37M | 0.46% | −1,013−5.0% | Reduced |
| Coastwise Capital Group, LLC | 19,117 | $1.38M | 1.63% | +738+4.0% | Added |
| Jaffetilchin Investment Partners, LLC | 19,212 | $1.38M | 0.17% | −421−2.1% | Reduced |
| Carmel Capital Partners, LLC | 19,230 | $1.38M | 0.96% | −2,894−13.1% | Reduced |
| Beech Hill Advisors, Inc. | 19,264 | $1.39M | 0.77% | −1,410−6.8% | Reduced |
| Waldron Private Wealth LLC | 19,516 | $1.39M | 0.09% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 19,278 | $1.39M | 0.63% | +19,278 | New |
| First Bank & Trust | 19,291 | $1.39M | 0.39% | −5,090−20.9% | Reduced |
| Adalta Capital Management LLC | 19,298 | $1.39M | 0.98% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 19,340 | $1.39M | 0.09% | +160+0.8% | Added |
| Aull & Monroe Investment Management Corp | 19,356 | $1.39M | 0.69% | −671−3.4% | Reduced |
| AMG National Trust Bank | 19,395 | $1.40M | 0.05% | −2,989−13.4% | Reduced |
| Proficio Capital Partners LLC | 19,390 | $1.40M | 0.26% | +15,446+391.6% | Added |
| Excalibur Management Corp | 19,513 | $1.40M | 0.73% | −588−2.9% | Reduced |
| Bell Bank | 19,537 | $1.41M | 0.16% | −294−1.5% | Reduced |
| Richard P Slaughter Associates Inc | 19,595 | $1.41M | 0.45% | +612+3.2% | Added |
| Taylor Frigon Capital Management LLC | 19,646 | $1.41M | 0.80% | −1,468−7.0% | Reduced |
| Beaton Management Co. Inc. | 19,658 | $1.41M | 0.95% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 19,694 | $1.42M | 0.67% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 19,723 | $1.42M | 0.51% | −1,162−5.6% | Reduced |
| Parisi Gray Wealth Management | 19,751 | $1.42M | 0.70% | +449+2.3% | Added |
| 180 Wealth Advisors, LLC | 19,491 | $1.42M | 0.33% | +1,396+7.7% | Added |
| CFM Wealth Partners LLC | 19,799 | $1.42M | 0.43% | +4,048+25.7% | Added |
| De Burlo Group Inc | 19,800 | $1.42M | 0.32% | +100+0.5% | Added |
| Opes Wealth Management LLC | 19,835 | $1.43M | 0.52% | −204−1.0% | Reduced |
| Rehmann Capital Advisory Group | 19,840 | $1.43M | 0.15% | +919+4.9% | Added |
| Asset Dedication, LLC | 19,841 | $1.43M | 0.15% | −578−2.8% | Reduced |
| Lake Street Financial LLC | 19,907 | $1.43M | 0.30% | −996−4.8% | Reduced |
| Desjardins Global Asset Management Inc. | 19,944 | $1.44M | 0.23% | −2,451−10.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,006 | $1.44M | 0.22% | −580−2.8% | Reduced |
| Chesapeake Wealth Management | 20,022 | $1.44M | 0.63% | +710+3.7% | Added |
| Eagle Harbor Asset Management Inc | 20,037 | $1.44M | 2.11% | −394−1.9% | Reduced |
| Pflug Koory, LLC | 20,049 | $1.44M | 0.80% | −50−0.2% | Reduced |
| Mitchell Sinkler & Starr | 20,070 | $1.44M | 0.46% | +9,360+87.4% | Added |
| Atlas Brown,Inc. | 20,106 | $1.45M | 0.71% | −273−1.3% | Reduced |
| ProVise Management Group, LLC | 20,137 | $1.45M | 0.15% | −1,036−4.9% | Reduced |
| LGT Fund Management Co Ltd. | 20,156 | $1.45M | 0.63% | +156+0.8% | Added |
| Anchor Investment Management, LLC | 20,267 | $1.46M | 0.21% | −471−2.3% | Reduced |
| Clark Capital Management Group, Inc. | 20,273 | $1.46M | 0.01% | −3,608−15.1% | Reduced |
| Dividend Assets Capital, LLC | 20,283 | $1.46M | 0.31% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 20,234 | $1.46M | 0.76% | −56−0.3% | Reduced |
| Coastline Trust Co | 20,355 | $1.46M | 0.22% | −100−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 20,366 | $1.47M | 0.09% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 20,442 | $1.47M | 0.08% | +10,651+108.8% | Added |
| Berkeley Capital Partners, LLC | 20,465 | $1.47M | 0.57% | +989+5.1% | Added |
| Compass Financial Advisors LLC | 20,500 | $1.47M | 1.99% | −417−2.0% | Reduced |
| Forza Wealth Management, LLC | 20,582 | $1.48M | 0.98% | +20,582 | New |
| Ronald Blue Trust, Inc. | 20,831 | $1.48M | 0.03% | +8,333+66.7% | Added |
| Montecito Bank & Trust | 20,632 | $1.48M | 0.36% | −200−1.0% | Reduced |
| Highlander Capital Management, LLC | 20,658 | $1.49M | 0.78% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20,679 | $1.49M | 0.81% | −1,424−6.4% | Reduced |
| Citizens & Northern Corp | 20,791 | $1.50M | 0.62% | +44+0.2% | Added |
| Daymark Wealth Partners, LLC | 20,945 | $1.51M | 0.27% | +20,945 | New |
| Palisade Asset Management, LLC | 20,965 | $1.51M | 0.17% | +27+0.1% | Added |
| Prestige Wealth Management Group LLC | 20,985 | $1.51M | 0.39% | −4,600−18.0% | Reduced |
| Cypress Asset Management Inc | 21,059 | $1.52M | 0.55% | −350−1.6% | Reduced |
| Harvest Investment Advisors, LLC | 21,067 | $1.52M | 1.42% | +21,067 | New |
| Graham Capital Management, L.P. | 21,072 | $1.52M | 0.06% | +21,072 | New |
| Curbstone Financial Management Corp | 21,086 | $1.52M | 0.38% | −2,122−9.1% | Reduced |
| Hengehold Capital Management LLC | 21,114 | $1.52M | 0.21% | +20.0% | Added |
| Orion Portfolio Solutions, LLC | 21,119 | $1.52M | 0.05% | +6,070+40.3% | Added |
| Edgemoor Investment Advisors, Inc. | 21,145 | $1.52M | 0.19% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 21,217 | $1.53M | 0.33% | +21,217 | New |
| Montag A & Associates Inc | 21,225 | $1.53M | 0.10% | +124+0.6% | Added |
| Cobblestone Capital Advisors LLC | 21,239 | $1.53M | 0.12% | +195+0.9% | Added |