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; 2,530 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
- 2,606
- +180 vs. Q3 2022
- Shares held
- 1.60B
- −27.3M (−1.7%) vs. Q3 2022
- Total value
- $115.1B
- −$651.9M (−0.6%) vs. Q3 2022
- New holders
- 266
- 1,007 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Investors Research Corp | 787 | $56.6K | 0.02% | 00.0% | Unchanged |
| EWG Elevate Inc. | 791 | $56.9K | 0.03% | +791 | New |
| Western Pacific Wealth Management, LP | 827 | $59.5K | 0.05% | +279+50.9% | Added |
| CKW Financial Group | 850 | $61.0K | 0.01% | −100−10.5% | Reduced |
| Financial Perspectives, Inc | 860 | $61.9K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 771 | $62.0K | 0.07% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 863 | $62.1K | 0.05% | +463+115.8% | Added |
| Kraematon Investment Advisors, Inc | 867 | $62.4K | 0.07% | +867 | New |
| Bradley & Co. Private Wealth Management, LLC | 867 | $62.4K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 893 | $64.0K | 0.03% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 893 | $64.3K | 0.02% | +106+13.5% | Added |
| MayTech Global Investments, LLC | 908 | $65.3K | 0.02% | +908 | New |
| Laffer Tengler Investments | 930 | $66.9K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 941 | $67.7K | 0.07% | +4+0.4% | Added |
| JCIC Asset Management Inc. | 940 | $68.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 947 | $68.1K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 955 | $68.7K | 0.00% | +955 | New |
| Disciplined Investments, LLC | 957 | $68.9K | 0.03% | +43+4.7% | Added |
| First Community Trust NA | 974 | $70.0K | 0.08% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $72.0K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,015 | $73.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,019 | $73.3K | 0.02% | +162+18.9% | Added |
| Rise Advisors, LLC | 1,021 | $73.4K | 0.06% | +7+0.7% | Added |
| Laurel Wealth Planning LLC | 1,025 | $73.7K | 0.05% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,023 | $74.0K | 0.01% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 1,037 | $74.6K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,042 | $75.0K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,074 | $77.3K | 0.03% | +1,074 | New |
| Hollencrest Capital Management | 1,114 | $80.2K | 0.01% | −16,715−93.8% | Reduced |
| MB, Levis & Associates, LLC | 1,119 | $80.5K | 0.06% | +1,119 | New |
| Beaird Harris Wealth Management, LLC | 1,123 | $80.8K | 0.02% | −75−6.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,131 | $81.0K | 0.04% | +141+14.2% | Added |
| Heritage Wealth Management, LLC | 1,131 | $81.3K | 0.01% | +585+107.1% | Added |
| WD Rutherford LLC | 1,135 | $81.7K | 0.06% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,160 | $83.4K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,170 | $84.2K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,171 | $84.3K | 0.04% | +7+0.6% | Added |
| HHM Wealth Advisors, LLC | 1,176 | $84.6K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,200 | $86.3K | 0.01% | −245−17.0% | Reduced |
| WJ Interests, LLC | 1,200 | $86.3K | 0.07% | +1,200 | New |
| Cornerstone Planning Group LLC | 1,172 | $86.5K | 0.04% | +1,172 | New |
| Front Row Advisors LLC | 1,222 | $88.0K | 0.05% | +182+17.5% | Added |
| Wolff Wiese Magana LLC | 1,250 | $89.9K | 0.08% | −16−1.3% | Reduced |
| PrairieView Partners, LLC | 1,256 | $90.0K | 0.01% | +803+177.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,251 | $90.0K | 0.04% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,258 | $91.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,278 | $92.0K | 0.03% | +246+23.8% | Added |
| Raffa Wealth Management, LLC | 1,293 | $93.0K | 0.04% | −171−11.7% | Reduced |
| Cyrus J. Lawrence, LLC | 1,311 | $94.0K | 0.03% | +11+0.8% | Added |
| Baystate Wealth Management LLC | 1,312 | $94.0K | 0.01% | +220+20.1% | Added |
| Sageworth Trust Co | 1,316 | $95.0K | 0.01% | +16+1.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $99.3K | 0.08% | +1,380 | New |
| Altshuler Shaham Ltd | 1,404 | $101.0K | 0.00% | −2,034−59.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,425 | $102.5K | 0.09% | +1,425 | New |
| Ten Capital Wealth Advisors, LLC | 1,455 | $104.7K | 0.04% | +410+39.2% | Added |
| Creative Capital Management Investments LLC | 1,493 | $107.0K | 0.09% | +1,493 | New |
| Center for Financial Planning, Inc. | 1,490 | $107.2K | 0.03% | −7−0.5% | Reduced |
| General Partner, Inc. | 1,500 | $107.9K | 0.10% | +1,500 | New |
| DecisionPoint Financial, LLC | 1,505 | $108.3K | 0.07% | +1,505 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,521 | $109.4K | 0.02% | −121−7.4% | Reduced |
| Hanseatic Management Services Inc | 1,529 | $110.0K | 0.28% | +87+6.0% | Added |
| SRS Capital Advisors, Inc. | 1,553 | $111.7K | 0.02% | +9+0.6% | Added |
| Timber Creek Capital Management LLC | 1,575 | $113.3K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,580 | $113.7K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,596 | $114.0K | 0.01% | −69−4.1% | Reduced |
| Institutional & Family Asset Management, LLC | 1,592 | $114.5K | 0.02% | −47−2.9% | Reduced |
| WR Wealth Planners, LLC | 1,647 | $118.5K | 0.07% | +11+0.7% | Added |
| BDO Wealth Advisors, LLC | 1,657 | $119.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,671 | $120.2K | 0.06% | +225+15.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,700 | $122.3K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,706 | $122.7K | 0.02% | +25+1.5% | Added |
| Farther Finance Advisors, LLC | 1,758 | $126.5K | 0.05% | +1,758 | New |
| Cornerstone Management, Inc. | 1,791 | $128.8K | 0.04% | −150−7.7% | Reduced |
| Norwood Financial Corp | 1,800 | $129.5K | 0.20% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,806 | $129.9K | 0.02% | +253+16.3% | Added |
| Coston, McIsaac & Partners | 1,843 | $132.0K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,868 | $134.4K | 0.10% | +1,868 | New |
| US Asset Management LLC | 1,877 | $135.0K | 0.15% | +1,877 | New |
| Cranbrook Wealth Management, LLC | 1,909 | $137.4K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,911 | $137.5K | 0.02% | +120+6.7% | Added |
| Phocas Financial Corp. | 1,916 | $137.8K | 0.02% | +1,916 | New |
| Tortoise Investment Management, LLC | 1,928 | $138.7K | 0.02% | +107+5.9% | Added |
| Lee Financial Co | 1,941 | $139.7K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,962 | $141.2K | 0.11% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,990 | $143.2K | 0.02% | +375+23.2% | Added |
| JJJ Advisors Inc. | 2,036 | $146.2K | 0.04% | −161−7.3% | Reduced |
| Rowland & Co Investment Counsel | 2,068 | $149.4K | 0.04% | −93−4.3% | Reduced |
| Freedom Wealth Alliance, LLC | 2,095 | $150.7K | 0.21% | +2,095 | New |
| Cowen Prime Advisors LLC | 2,100 | $151.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,115 | $152.2K | 0.04% | +10.0% | Added |
| Virtus Investment Advisers, Inc. | 2,148 | $154.5K | 0.10% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,191 | $157.6K | 0.02% | +404+22.6% | Added |
| WFA of San Diego, LLC | 2,195 | $157.9K | 0.12% | +2,195 | New |
| Blume Capital Management, Inc. | 2,204 | $158.6K | 0.05% | −400−15.4% | Reduced |
| Slocum, Gordon & Co LLP | 2,247 | $161.7K | 0.10% | +2,247 | New |
| McElhenny Sheffield Capital Management, LLC | 2,247 | $161.7K | 0.08% | +2,247 | New |
| TFC Financial Management | 2,249 | $161.8K | 0.05% | +2+0.1% | Added |
| Northwest Investment Counselors, LLC | 2,267 | $163.1K | 0.05% | +396+21.2% | Added |
| Garde Capital, Inc. | 2,317 | $167.0K | 0.02% | +312+15.6% | Added |
| Orion Capital Management LLC | 2,450 | $176.3K | 0.13% | 00.0% | Unchanged |