Skip to main content

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
Joel Isaacson & Co., LLC21,250$1.53M0.12%+30+0.1%Added
HighTower Trust Services, LTA21,263$1.53M0.15%+282+1.3%Added
Newman Dignan & Sheerar, Inc.21,288$1.53M0.51%+432+2.1%Added
BigSur Wealth Management LLC21,300$1.53M0.74%00.0%Unchanged
Keating Investment Counselors Inc21,337$1.54M0.60%+1,700+8.7%Added
Vise Technologies, Inc.21,372$1.54M0.48%+4,173+24.3%Added
Ameritas Advisory Services, LLC21,424$1.54M0.07%+1,859+9.5%Added
Forum Financial Management, LP21,425$1.54M0.05%+513+2.5%Added
Cutter & CO Brokerage, Inc.21,430$1.54M0.52%−784−3.5%Reduced
True North Advisors, LLC21,474$1.55M0.53%+10.0%Added
Independent Financial Group, LLC21,481$1.55M0.13%+7,015+48.5%Added
ZWJ Investment Counsel Inc21,493$1.55M0.09%+25+0.1%Added
Notis-McConarty Edward21,525$1.55M0.64%−800−3.6%Reduced
Quadrant Private Wealth Management, LLC21,568$1.55M0.52%+21,568New
Campbell Wealth Management21,603$1.55M0.22%+54+0.3%Added
Essex Savings Bank21,605$1.55M0.55%+358+1.7%Added
W Advisors, LLC21,615$1.56M1.30%−2,442−10.2%Reduced
Linden Thomas Advisory Services, LLC21,757$1.57M0.44%+21,757New
B.O.S.S. Retirement Advisors, LLC21,780$1.57M0.40%+21,780New
Wealth Alliance21,786$1.57M0.28%−2,652−10.9%Reduced
High Net Worth Advisory Group LLC21,821$1.57M0.61%−860−3.8%Reduced
Donald L. Hagan, LLC21,865$1.57M0.99%+1,472+7.2%Added
TrimTabs Asset Management, LLC21,928$1.58M1.03%−492−2.2%Reduced
Robertson Stephens Wealth Management, LLC21,975$1.58M0.15%−1,239−5.3%Reduced
Dynamic Technology Lab Private Ltd21,990$1.58M0.16%+21,990New
Bank of Hawaii22,011$1.58M0.10%−381−1.7%Reduced
Arkadios Wealth Advisors22,121$1.59M0.21%+4,303+24.1%Added
Sterling Investment Management, Inc.22,145$1.59M1.28%−1,334−5.7%Reduced
Granite Investment Partners, LLC22,186$1.60M0.07%00.0%Unchanged
Chatham Capital Group, Inc.22,188$1.60M0.37%−550−2.4%Reduced
9258 Wealth Management, LLC22,238$1.60M0.35%−1,435−6.1%Reduced
First United Bank Trust22,270$1.60M0.78%−544−2.4%Reduced
Hilltop Holdings Inc.22,277$1.60M0.21%−475−2.1%Reduced
Connolly Sarah T.22,282$1.60M1.09%+124+0.6%Added
Main Street Research LLC22,348$1.61M0.39%+61+0.3%Added
City Holding Co22,427$1.61M0.30%−1,225−5.2%Reduced
Ti-Trust, Inc22,463$1.62M1.54%00.0%Unchanged
Legacy Bridge, LLC22,558$1.62M1.15%+295+1.3%Added
Chesley Taft & Associates LLC22,652$1.63M0.11%+166+0.7%Added
Klingenstein Fields & Co LP22,706$1.63M0.08%−17,023−42.8%Reduced
Oarsman Capital, Inc.22,755$1.64M0.84%+522+2.3%Added
Qsemble Capital Management, LP22,900$1.65M1.15%+22,900New
Weaver C. Barksdale & Associates, Inc.22,952$1.65M1.46%+643+2.9%Added
Schmidt P J Investment Management Inc22,985$1.65M0.37%−460−2.0%Reduced
Western Wealth Management, LLC22,988$1.65M0.17%−21,646−48.5%Reduced
PKO Investment Management Joint-Stock Co23,000$1.65M0.24%+1,000+4.5%Added
Symmetry Partners, LLC23,050$1.66M0.10%−8,397−26.7%Reduced
Duff & Phelps Investment Management Co23,092$1.66M0.02%00.0%Unchanged
StoneX Group Inc.23,115$1.66M0.20%+925+4.2%Added
Smithfield Trust Co23,239$1.66M0.11%−68−0.3%Reduced
J. W. Coons Advisors, LLC23,265$1.67M0.50%+3,700+18.9%Added
Mission Wealth Management, LP23,348$1.68M0.08%+102+0.4%Added
Virtue Capital Management, LLC23,367$1.68M0.26%+17,630+307.3%Added
Ipswich Investment Management Co., Inc.23,385$1.68M0.48%−75−0.3%Reduced
Fund Management at Engine No. 1 LLC23,407$1.68M0.41%+2,875+14.0%Added
Quadrant Capital Group LLC23,410$1.68M0.19%+6,071+35.0%Added
ARS Investment Partners, LLC23,456$1.69M0.22%−13,985−37.4%Reduced
Empowered Funds, LLC23,526$1.69M0.11%+7,366+45.6%Added
Brighton Jones LLC23,595$1.70M0.10%−3,314−12.3%Reduced
Bank of New Hampshire23,641$1.70M0.51%+892+3.9%Added
XTX Topco Ltd23,730$1.71M0.36%+23,730New
HAP Trading, LLC23,929$1.72M0.28%−31,034−56.5%Reduced
Poplar Forest Capital LLC23,989$1.73M0.21%00.0%Unchanged
Schulhoff & Co Inc24,021$1.73M0.80%00.0%Unchanged
CoreCap Advisors, LLC24,090$1.73M0.12%+19,061+379.0%Added
Checchi Capital Advisers, LLC24,091$1.73M0.18%−1,778−6.9%Reduced
Trust Asset Management LLC24,233$1.74M0.22%00.0%Unchanged
Alhambra Investment Partners LLC24,264$1.75M1.27%−855−3.4%Reduced
Trustcore Financial Services, LLC24,305$1.75M0.15%+50+0.2%Added
Dumont & Blake Investment Advisors LLC24,323$1.75M0.62%−79−0.3%Reduced
KCS Wealth Advisory24,409$1.76M0.73%+203+0.8%Added
Centiva Capital, LP24,441$1.76M0.15%+16,076+192.2%Added
IHT Wealth Management, LLC24,598$1.77M0.11%+757+3.2%Added
Kula Investments, LLC24,702$1.78M0.63%+24,702New
Sky Investment Group LLC24,812$1.78M0.42%00.0%Unchanged
Buckley Wealth Management, LLC24,818$1.79M0.65%+4,298+20.9%Added
Greenfield Savings Bank24,878$1.79M1.18%+177+0.7%Added
Brown, Lisle/Cummings, Inc.24,900$1.79M0.96%+764+3.2%Added
Shelton Wealth Management, LLC24,945$1.79M1.42%+17+0.1%Added
Supplemental Annuity Collective Trust of NJ25,000$1.80M0.75%00.0%Unchanged
Harbour Investment Management LLC25,115$1.81M1.04%+300+1.2%Added
Beaumont Financial Advisors, LLC25,120$1.81M0.18%+25,120New
AlphaMark Advisors, LLC25,174$1.81M0.91%+23+0.1%Added
We Are One Seven, LLC25,236$1.82M0.18%−704−2.7%Reduced
Abundance Wealth Counselors25,304$1.82M0.50%+1,137+4.7%Added
Monarch Capital Management Inc25,319$1.82M0.56%00.0%Unchanged
Hancock Whitney Corp25,332$1.82M0.07%−1,887−6.9%Reduced
Qtron Investments LLC25,331$1.82M0.38%+7,842+44.8%Added
Meiji Yasuda Life Insurance Co25,426$1.83M0.04%+790+3.2%Added
Platform Technology Partners25,429$1.83M0.95%+304+1.2%Added
Reynders McVeigh Capital Management, LLC25,490$1.83M0.13%−100.0%Reduced
Harbour Investments, Inc.25,495$1.83M0.11%+5,988+30.7%Added
Bennicas & Associates, Inc.25,506$1.84M1.06%−350−1.4%Reduced
Manchester Capital Management LLC25,555$1.84M0.27%−1,646−6.1%Reduced
Humankind Investments LLC25,576$1.84M0.80%−747−2.8%Reduced
Capital Asset Advisory Services LLC25,319$1.84M0.15%+3,512+16.1%Added
WCG Wealth Advisors LLC25,629$1.84M0.25%+21,315+494.1%Added
Bellwether Advisors, LLC25,645$1.85M0.54%−5,994−18.9%Reduced
Mastrapasqua Asset Management Inc25,667$1.85M0.24%+2,608+11.3%Added
Money Concepts Capital Corp25,735$1.85M0.08%+8,227+47.0%Added