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 |
|---|---|---|---|---|---|
| Telemus Capital, LLC | 25,366 | $1.85M | 0.17% | −479−1.9% | Reduced |
| Stolper Co | 25,803 | $1.86M | 0.81% | −4,425−14.6% | Reduced |
| Monetary Management Group Inc | 25,892 | $1.86M | 0.58% | −750−2.8% | Reduced |
| Caxton Associates LP | 25,904 | $1.86M | 0.13% | +25,904 | New |
| Compass Wealth Management LLC | 25,934 | $1.87M | 0.61% | +25,934 | New |
| Raab & Moskowitz Asset Management LLC | 26,010 | $1.87M | 0.71% | −1,229−4.5% | Reduced |
| C2C Wealth Management, LLC | 25,483 | $1.87M | 0.32% | −4,536−15.1% | Reduced |
| Howland Capital Management LLC | 26,062 | $1.88M | 0.12% | +875+3.5% | Added |
| Delta Financial Advisors LLC | 26,112 | $1.88M | 0.91% | +32+0.1% | Added |
| Aries Wealth Management | 26,326 | $1.89M | 0.82% | +661+2.6% | Added |
| Jensen Investment Management Inc | 26,375 | $1.90M | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 26,379 | $1.90M | 0.40% | +141+0.5% | Added |
| Americana Partners, LLC | 26,381 | $1.90M | 0.33% | −14,839−36.0% | Reduced |
| Wolf Group Capital Advisors | 26,472 | $1.90M | 0.90% | −1,918−6.8% | Reduced |
| Rathbone Brothers plc | 26,477 | $1.91M | 0.02% | −75−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 26,510 | $1.91M | 0.10% | −717−2.6% | Reduced |
| Coombe, Bender & Co LLC | 26,607 | $1.91M | 1.75% | −1,289−4.6% | Reduced |
| Chicago Trust Co NA | 26,667 | $1.92M | 0.48% | −970−3.5% | Reduced |
| Capital Wealth Planning, LLC | 26,678 | $1.92M | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,815 | $1.93M | 0.10% | −460−1.7% | Reduced |
| YHB Investment Advisors, Inc. | 26,857 | $1.93M | 0.21% | −260−1.0% | Reduced |
| Boston Family Office LLC | 26,881 | $1.93M | 0.16% | −560−2.0% | Reduced |
| Rodgers Brothers Inc. | 26,975 | $1.94M | 0.39% | −430−1.6% | Reduced |
| Cito Capital Group, LLC | 27,000 | $1.94M | 1.07% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 27,005 | $1.94M | 0.22% | −100−0.4% | Reduced |
| Chilton Capital Management LLC | 27,030 | $1.94M | 0.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 27,030 | $1.94M | 0.12% | +9,343+52.8% | Added |
| Independent Investors Inc | 27,038 | $1.95M | 0.54% | −2,400−8.2% | Reduced |
| Townsend & Associates, Inc | 26,680 | $1.95M | 0.97% | +5,364+25.2% | Added |
| Insight Inv LLC | 27,186 | $1.96M | 1.97% | −195−0.7% | Reduced |
| Regal Investment Advisors LLC | 27,199 | $1.96M | 0.19% | −562−2.0% | Reduced |
| First City Capital Management, Inc. | 27,244 | $1.96M | 1.18% | −1,067−3.8% | Reduced |
| Clarius Group, LLC | 22,510 | $1.97M | 0.18% | +2,159+10.6% | Added |
| Mount Vernon Associates Inc | 27,344 | $1.97M | 2.53% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 27,348 | $1.97M | 0.25% | +1,708+6.7% | Added |
| Capital City Trust Co | 27,362 | $1.97M | 0.65% | −695−2.5% | Reduced |
| Schechter Investment Advisors, LLC | 27,401 | $1.97M | 0.18% | +3,995+17.1% | Added |
| Wahed Invest LLC | 27,417 | $1.97M | 1.02% | +2,984+12.2% | Added |
| Holderness Investments Co | 27,516 | $1.98M | 0.85% | −15−0.1% | Reduced |
| Amica Mutual Insurance Co | 27,514 | $1.98M | 0.25% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 27,562 | $1.98M | 0.18% | +3,923+16.6% | Added |
| Thomasville National Bank | 27,633 | $1.99M | 0.23% | −75,184−73.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 27,755 | $2.00M | 1.98% | +27,755 | New |
| Dorsey & Whitney Trust CO LLC | 27,843 | $2.00M | 0.19% | +1,448+5.5% | Added |
| Pegasus Asset Management, Inc. | 27,852 | $2.00M | 1.08% | +246+0.9% | Added |
| Regent Peak Wealth Advisors LLC | 27,881 | $2.01M | 0.66% | +4,864+21.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 27,898 | $2.01M | 1.56% | +414+1.5% | Added |
| Bender Robert & Associates | 27,947 | $2.01M | 0.75% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 28,026 | $2.01M | 1.50% | +80+0.3% | Added |
| J.W. Cole Advisors, Inc. | 28,025 | $2.02M | 0.16% | +881+3.2% | Added |
| Delos Wealth Advisors, LLC | 28,165 | $2.03M | 3.13% | +202+0.7% | Added |
| Quest Investment Management LLC | 28,175 | $2.03M | 0.25% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 28,187 | $2.03M | 0.29% | +578+2.1% | Added |
| Petredis Investment Advisors LLC | 28,202 | $2.03M | 0.37% | +28,202 | New |
| Dudley Capital Management, LLC | 28,227 | $2.03M | 1.49% | +28,227 | New |
| Park National Corp | 28,436 | $2.05M | 0.09% | −1,284−4.3% | Reduced |
| South Street Advisors LLC | 28,505 | $2.05M | 0.45% | 00.0% | Unchanged |
| Duality Advisers, LP | 28,553 | $2.05M | 0.23% | +28,553 | New |
| Larson Financial Group LLC | 28,589 | $2.06M | 0.25% | +3,473+13.8% | Added |
| NFJ Investment Group, LLC | 28,605 | $2.06M | 0.05% | −181,955−86.4% | Reduced |
| Truvestments Capital LLC | 28,661 | $2.06M | 1.16% | +2,400+9.1% | Added |
| Coldstream Capital Management Inc | 28,748 | $2.07M | 0.08% | +28,748 | New |
| Leavell Investment Management, Inc. | 28,776 | $2.07M | 0.16% | −104−0.4% | Reduced |
| Citizens Financial Group Inc | 28,805 | $2.07M | 0.08% | −2,174−7.0% | Reduced |
| Cutler Group LP | 28,822 | $2.07M | 0.25% | +12,053+71.9% | Added |
| Palogic Value Management, L.P. | 28,852 | $2.08M | 1.08% | +28,852 | New |
| Alta Wealth Advisors LLC | 28,973 | $2.08M | 1.41% | +4,761+19.7% | Added |
| Harbor Investment Advisory, LLC | 29,008 | $2.09M | 0.33% | −463−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 29,070 | $2.09M | 0.17% | +6,605+29.4% | Added |
| MTM Investment Management, LLC | 29,156 | $2.10M | 1.09% | −1,306−4.3% | Reduced |
| Sawtooth Solutions, LLC | 29,217 | $2.10M | 0.29% | +5,532+23.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,240 | $2.10M | 0.11% | 00.0% | Unchanged |
| Auxier Asset Management | 29,247 | $2.10M | 0.36% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 29,260 | $2.10M | 1.07% | +3,214+12.3% | Added |
| Wealthsource Partners, LLC | 29,320 | $2.11M | 0.15% | −4,698−13.8% | Reduced |
| Cladis Investment Advisory, LLC | 29,350 | $2.11M | 2.10% | −1,218−4.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,514 | $2.12M | 0.32% | −1,173−3.8% | Reduced |
| Stonebridge Capital Management Inc | 29,555 | $2.13M | 1.02% | −2,050−6.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 29,575 | $2.13M | 0.48% | 00.0% | Unchanged |
| Trust Co of Virginia | 29,615 | $2.13M | 0.24% | −229−0.8% | Reduced |
| St. Louis Trust Co | 29,707 | $2.14M | 0.45% | +1,305+4.6% | Added |
| Azzad Asset Management Inc | 29,764 | $2.14M | 0.34% | −770−2.5% | Reduced |
| Covenant Asset Management, LLC | 29,782 | $2.14M | 0.77% | +4,122+16.1% | Added |
| Fiduciary Group LLC | 29,849 | $2.15M | 0.29% | −856−2.8% | Reduced |
| TSP Capital Management Group, LLC | 29,920 | $2.15M | 0.81% | – | – |
| Graves-Light Private Wealth Management, Inc. | 29,937 | $2.15M | 0.33% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 30,000 | $2.16M | 1.66% | 00.0% | Unchanged |
| Girard Partners Ltd. | 30,370 | $2.19M | 0.25% | +1,944+6.8% | Added |
| Xcel Wealth Management, LLC | 30,376 | $2.19M | 0.86% | −2,450−7.5% | Reduced |
| White Pine Capital LLC | 30,506 | $2.19M | 0.86% | +529+1.8% | Added |
| Altfest L J & Co Inc | 30,619 | $2.20M | 0.36% | −703−2.2% | Reduced |
| Lansing Street Advisors | 30,649 | $2.21M | 1.51% | +1,568+5.4% | Added |
| Headinvest, LLC | 30,655 | $2.21M | 0.49% | +2,654+9.5% | Added |
| Sippican Capital Advisors | 30,659 | $2.21M | 2.11% | −152−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 30,760 | $2.21M | 0.47% | −56−0.2% | Reduced |
| Intrust Bank NA | 30,780 | $2.21M | 0.31% | +76+0.2% | Added |
| McMillion Capital Management Inc | 30,826 | $2.22M | 2.01% | −880−2.8% | Reduced |
| Burleson & Company, LLC | 30,849 | $2.22M | 0.56% | +20.0% | Added |
| Nixon Peabody Trust Co | 30,858 | $2.22M | 1.80% | +625+2.1% | Added |
| Castellan Group, LLC | 30,890 | $2.22M | 1.55% | +16+0.1% | Added |