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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 30,934 | $2.23M | 0.09% | +4,021+14.9% | Added |
| Meeder Advisory Services, Inc. | 30,983 | $2.23M | 0.28% | +30,983 | New |
| Compton Capital Management Inc | 31,084 | $2.24M | 1.61% | −4,820−13.4% | Reduced |
| Wade G W & Inc | 31,163 | $2.24M | 0.09% | +36+0.1% | Added |
| Foster & Motley Inc | 31,186 | $2.24M | 0.19% | +3,299+11.8% | Added |
| Moloney Securities Asset Management, LLC | 31,206 | $2.25M | 0.50% | −9,197−22.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 31,209 | $2.25M | 0.22% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 31,232 | $2.25M | 0.55% | −680−2.1% | Reduced |
| AIA Group Ltd | 31,234 | $2.25M | 0.14% | −35,388−53.1% | Reduced |
| Silver Lake Advisory, LLC | 31,235 | $2.25M | 1.37% | +69+0.2% | Added |
| Boyar Asset Management Inc. | 31,327 | $2.25M | 1.84% | −399−1.3% | Reduced |
| Roundview Capital LLC | 31,361 | $2.26M | 0.26% | +3,589+12.9% | Added |
| KMG Fiduciary Partners, LLC | 31,381 | $2.26M | 0.37% | +3,683+13.3% | Added |
| Cypress Capital, LLC | 31,396 | $2.26M | 0.71% | +281+0.9% | Added |
| Adirondack Trust Co | 31,418 | $2.26M | 1.17% | +117+0.4% | Added |
| First National Bank & Trust Co of Newtown | 31,475 | $2.26M | 0.51% | −158−0.5% | Reduced |
| Wealthspire Advisors, LLC | 31,481 | $2.27M | 0.04% | +3,621+13.0% | Added |
| Viewpoint Capital Management LLC | 31,558 | $2.27M | 2.19% | −2,533−7.4% | Reduced |
| Pathway Financial Advisers, LLC | 31,684 | $2.28M | 0.92% | +31,684 | New |
| Seelaus Asset Management LLC | 31,690 | $2.28M | 1.71% | −345−1.1% | Reduced |
| Smith, Moore & Co. | 31,704 | $2.28M | 0.32% | −556−1.7% | Reduced |
| Members Capital Advisors Inc | 31,708 | $2.28M | 1.64% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 31,734 | $2.28M | 1.23% | +237+0.8% | Added |
| Lakewood Asset Management LLC | 31,796 | $2.29M | 1.85% | +31,796 | New |
| Lineweaver Wealth Advisors, LLC | 31,865 | $2.29M | 0.70% | +31,865 | New |
| Dakota Wealth Management | 31,900 | $2.30M | 0.16% | −8,734−21.5% | Reduced |
| Ledyard National Bank | 31,927 | $2.30M | 0.27% | −168−0.5% | Reduced |
| Cohen Lawrence B | 31,989 | $2.30M | 1.20% | +2,836+9.7% | Added |
| Sequoia Financial Advisors, LLC | 32,013 | $2.30M | 0.06% | +11,401+55.3% | Added |
| Choate Investment Advisors | 32,068 | $2.31M | 0.14% | −1,244−3.7% | Reduced |
| Berkshire Bank | 32,156 | $2.31M | 0.71% | −5,782−15.2% | Reduced |
| United Bank | 32,169 | $2.31M | 0.32% | −2,624−7.5% | Reduced |
| Robbins Farley LLC | 32,234 | $2.32M | 1.79% | −11,208−25.8% | Reduced |
| Leonteq Securities AG | 32,249 | $2.32M | 0.12% | +6,435+24.9% | Added |
| Legato Capital Management LLC | 32,254 | $2.32M | 0.44% | +32,254 | New |
| Flagship Harbor Advisors, LLC | 32,345 | $2.33M | 0.24% | +335+1.0% | Added |
| Herold Advisors, Inc. | 32,347 | $2.33M | 0.99% | +2,524+8.5% | Added |
| Allworth Financial LP | 32,472 | $2.34M | 0.03% | +5,639+21.0% | Added |
| Bank Ozk | 32,596 | $2.35M | 1.16% | −1,832−5.3% | Reduced |
| Campbell Newman Asset Management Inc | 32,826 | $2.36M | 0.24% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 32,840 | $2.36M | 0.55% | −7,398−18.4% | Reduced |
| Spinnaker Trust | 32,839 | $2.36M | 0.18% | +370+1.1% | Added |
| Orleans Capital Management Corp | 32,848 | $2.36M | 1.81% | +1,015+3.2% | Added |
| Delta Financial Group, Inc. | 32,676 | $2.37M | 1.05% | +32,676 | New |
| Trifecta Capital Advisors, LLC | 33,102 | $2.38M | 0.95% | +33,102 | New |
| Heritage Trust Co | 33,111 | $2.38M | 0.39% | +3,856+13.2% | Added |
| Paloma Partners Management Co | 33,175 | $2.39M | 0.52% | +29,866+902.6% | Added |
| Karpas Strategies, LLC | 33,180 | $2.39M | 0.84% | +80.0% | Added |
| ARGI Investment Services, LLC | 33,349 | $2.40M | 0.08% | +1,421+4.5% | Added |
| Virtu Financial LLC | 33,496 | $2.41M | 0.32% | +33,496 | New |
| Proquility Private Wealth Partners, LLC | 33,518 | $2.41M | 0.99% | +58+0.2% | Added |
| Ontario Teachers Pension Plan Board | 33,546 | $2.41M | 0.03% | +1,907+6.0% | Added |
| Chicago Capital, LLC | 33,588 | $2.42M | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 33,624 | $2.42M | 0.48% | +300+0.9% | Added |
| King Luther Capital Management Corp | 33,625 | $2.42M | 0.01% | +1,382+4.3% | Added |
| CAPROCK Group, Inc. | 33,775 | $2.43M | 0.23% | +409+1.2% | Added |
| Sargent Bickham Lagudis LLC | 33,843 | $2.44M | 0.20% | −1,024−2.9% | Reduced |
| Lederer & Associates Investment Counsel | 33,850 | $2.44M | 1.99% | −552−1.6% | Reduced |
| Equitable Trust Co | 33,956 | $2.44M | 0.19% | −3,308−8.9% | Reduced |
| Connectus Wealth, LLC | 34,196 | $2.46M | 0.06% | −43,408−55.9% | Reduced |
| Concentric Wealth Management, LLC | 34,407 | $2.48M | 0.85% | −252−0.7% | Reduced |
| LMG Wealth Partners, LLC | 34,389 | $2.49M | 0.82% | +34,389 | New |
| Level Four Advisory Services, LLC | 34,724 | $2.50M | 0.19% | +10,409+42.8% | Added |
| Integrated Wealth Concepts LLC | 34,868 | $2.51M | 0.07% | +496+1.4% | Added |
| Trust Co of Toledo NA | 34,902 | $2.51M | 0.47% | +347+1.0% | Added |
| Triangle Securities Wealth Management | 34,989 | $2.52M | 0.92% | −1,052−2.9% | Reduced |
| Ameliora Wealth Management Ltd. | 35,060 | $2.52M | 1.35% | +9,200+35.6% | Added |
| Corrado Advisors, LLC | 35,087 | $2.52M | 1.77% | +561+1.6% | Added |
| Webster Bank, N. A. | 35,086 | $2.52M | 0.34% | −335−0.9% | Reduced |
| Donoghue Forlines LLC | 35,160 | $2.53M | 0.89% | +20,143+134.1% | Added |
| Malaga Cove Capital, LLC | 35,190 | $2.53M | 1.38% | −241−0.7% | Reduced |
| Plimoth Trust Co LLC | 35,239 | $2.54M | 0.82% | −961−2.7% | Reduced |
| Peoples Financial Services Corp. | 35,260 | $2.54M | 1.19% | −1,445−3.9% | Reduced |
| International Assets Investment Management, LLC | 35,320 | $2.54M | 0.26% | +20,968+146.1% | Added |
| Smithbridge Asset Management Inc | 35,345 | $2.54M | 0.68% | +35,345 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,383 | $2.55M | 0.67% | −442−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 49,702 | $2.55M | 0.28% | +14,068+39.5% | Added |
| Brookstone Capital Management | 34,956 | $2.55M | 0.05% | +846+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 35,503 | $2.55M | 0.12% | −651−1.8% | Reduced |
| Camden Capital, LLC | 35,610 | $2.56M | 0.41% | −4,391−11.0% | Reduced |
| Gs Investments, Inc. | 35,680 | $2.57M | 1.59% | +130+0.4% | Added |
| SFMG, LLC | 35,737 | $2.57M | 0.29% | −253−0.7% | Reduced |
| Shelton Capital Management | 35,800 | $2.58M | 0.27% | −79,258−68.9% | Reduced |
| Gifford Fong Associates | 35,899 | $2.58M | 0.59% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 35,945 | $2.59M | 1.39% | +35,945 | New |
| Cacti Asset Management LLC | 35,950 | $2.59M | 0.25% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 35,959 | $2.59M | 0.35% | +123+0.3% | Added |
| Providence Capital Advisors, LLC | 35,982 | $2.59M | 0.70% | −37−0.1% | Reduced |
| Pensionfund Sabic | 36,000 | $2.59M | 0.84% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 36,058 | $2.59M | 0.12% | −12,434−25.6% | Reduced |
| Ballentine Partners, LLC | 36,155 | $2.60M | 0.08% | +1,711+5.0% | Added |
| Wolverine Asset Management LLC | 36,278 | $2.61M | 0.04% | +36,278 | New |
| Leelyn Smith, LLC | 36,482 | $2.62M | 0.72% | +2,142+6.2% | Added |
| Tower Research Capital LLC (TRC) | 36,497 | $2.63M | 0.11% | −140,803−79.4% | Reduced |
| BLB&B Advisors, LLC | 36,542 | $2.63M | 0.20% | −2,302−5.9% | Reduced |
| Meridian Management Co | 36,551 | $2.63M | 0.96% | +22,086+152.7% | Added |
| Foundations Investment Advisors, LLC | 36,646 | $2.64M | 0.10% | +22,209+153.8% | Added |
| Mutual Advisors, LLC | 36,779 | $2.65M | 0.12% | −12,562−25.5% | Reduced |
| SWS Partners | 37,002 | $2.66M | 1.26% | +6,306+20.5% | Added |
| Valeo Financial Advisors, LLC | 55,807 | $2.67M | 0.15% | 00.0% | Unchanged |