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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.

Institutional holdersQ4 2022: 2,606 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 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 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$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
Carolinas Wealth Consulting LLC15,108$179.2K0.04%+363+2.5%Added
Gyon Technologies Capital Management, LP2,500$179.9K0.07%+2,500New
Clear Perspectives Financial Planning, LLC2,546$183.2K0.10%00.0%Unchanged
Heck Capital Advisors, LLC2,550$183.5K0.04%+33+1.3%Added
TD Capital Management LLC2,586$186.1K0.02%00.0%Unchanged
Blue Chip Partners, Inc.2,604$187.4K0.02%−49−1.8%Reduced
CarsonAllaria Wealth Management, Ltd.2,637$190.0K0.17%−142−5.1%Reduced
RFP Financial Group LLC2,658$191.4K0.09%+2,658New
Register Financial Advisors LLC2,771$199.4K0.13%+2,771New
Atlantic Trust, LLC2,779$200.0K0.07%−494−15.1%Reduced
Cascade Investment Group, Inc.2,787$200.5K0.21%+2,787New
Wilkins Investment Counsel Inc2,800$201.0K0.05%+2,800New
Fortress Wealth Group, LLC2,797$201.3K0.14%+2,797New
Greenhouse Wealth Management, LLC2,801$201.5K0.20%+2,801New
Balboa Wealth Partners2,807$202.0K0.09%+2,807New
Kohmann Bosshard Financial Services, LLC2,807$202.0K0.04%+2,807New
Quantum Financial Advisors, LLC2,818$202.7K0.09%+2,818New
AAFCPAs Wealth Management, LLC2,823$203.1K0.14%+2,823New
Steigerwald, Gordon & Koch Inc.2,824$203.2K0.03%+2,824New
Intrepid Financial Planning Group LLC2,825$203.2K0.11%−380−11.9%Reduced
Compton Financial Group, LLC2,825$203.3K0.09%00.0%Unchanged
Certified Advisory Corp2,826$203.4K0.04%−412−12.7%Reduced
Carr Financial Group Corp2,827$203.4K0.11%+2,827New
Dover Advisors, LLC2,830$203.6K0.22%+2,830New
Cadinha & Co LLC2,834$203.9K0.05%−883−23.8%Reduced
Heritage Wealth Advisors2,835$204.0K0.01%+700+32.8%Added
West Michigan Advisors, LLC2,835$204.0K0.15%+2,835New
Banco Santander, S.A.2,839$204.3K0.00%+2,839New
W.H. Cornerstone Investments Inc.2,833$205.4K0.20%+2,833New
Newbridge Financial Services Group, Inc.2,857$205.6K0.12%+1,195+71.9%Added
Driehaus Capital Management LLC2,862$205.9K0.00%+2,862New
Lifestyle Asset Management, Inc.2,864$206.1K0.16%+2,864New
Calton & Associates, Inc.2,865$206.1K0.08%+2,865New
Nadler Financial Group, Inc.2,867$206.3K0.04%+24+0.8%Added
Etfidea, LLC2,872$206.7K0.10%−75−2.5%Reduced
Headlands Technologies LLC2,878$207.0K0.16%+2,878New
ISAM Funds (UK) Ltd2,890$207.9K0.62%+2,890New
Tower View Investment Management & Research LLC2,896$208.0K0.15%+14+0.5%Added
Missouri Trust & Investment Co2,884$208.0K0.12%00.0%Unchanged
First Capital Advisors Group, LLC.2,892$208.1K0.14%−602−17.2%Reduced
Strategic Financial Services, Inc,2,893$208.2K0.02%00.0%Unchanged
Global Financial Private Client, LLC2,901$208.8K0.12%+388+15.4%Added
Community Bank & Trust, Waco, Texas2,908$209.0K0.07%+14+0.5%Added
Wescott Financial Advisory Group, LLC2,906$209.1K0.05%+6+0.2%Added
Stephens Consulting, LLC2,909$209.3K0.14%00.0%Unchanged
Cable Hill Partners, LLC2,910$209.4K0.04%−43−1.5%Reduced
FRG Family Wealth Advisors LLC2,916$209.8K0.05%−70−2.3%Reduced
Winslow Asset Management Inc2,921$210.0K0.05%00.0%Unchanged
Quaker Wealth Management, LLC2,915$210.0K0.11%+7+0.2%Added
Redwood Investment Management, LLC2,916$210.0K0.03%+2,916New
Auxano Advisors, LLC2,920$210.1K0.10%00.0%Unchanged
CIC Wealth, LLC2,923$210.3K0.09%+2,923New
Addison Advisors LLC2,927$210.6K0.13%−732−20.0%Reduced
Rice Partnership, LLC2,928$210.7K0.07%00.0%Unchanged
Bouchey Financial Group Ltd2,929$210.7K0.03%00.0%Unchanged
Argent Advisors, Inc.2,930$210.8K0.11%−200−6.4%Reduced
Mma Asset Management LLC2,931$210.9K0.17%−1,785−37.8%Reduced
Security National Bank of So Dak2,929$211.0K0.15%+2,929New
Pittenger & Anderson Inc2,945$211.9K0.01%−400−12.0%Reduced
Euclidean Technologies Management, LLC2,945$211.9K0.20%00.0%Unchanged
ETF Store, Inc.2,938$212.2K0.16%+14+0.5%Added
Nexus Investment Management ULC2,953$212.5K0.02%+2,953New
Accel Wealth Management2,956$212.7K0.10%+190+6.9%Added
Financial Advisory Corp2,962$213.0K0.11%−46−1.5%Reduced
Jacobson & Schmitt Advisors, LLC3,000$213.0K0.07%00.0%Unchanged
Santori & Peters2,964$213.3K0.12%−70−2.3%Reduced
Morris Retirement Advisors, LLC2,966$213.4K0.17%+2,966New
Mark Sheptoff Financial Planning, LLC2,969$213.6K0.13%+90+3.1%Added
Wills Financial Group, Inc.2,972$213.9K0.12%+7+0.2%Added
W.G. Shaheen & Associates DBA Whitney & Co2,976$214.1K0.04%+13+0.4%Added
Osterweis Capital Management Inc2,977$214.2K0.02%00.0%Unchanged
RPG Investment Advisory, LLC2,989$215.0K0.04%+77+2.6%Added
FirstPurpose Wealth LLC2,995$215.5K0.12%+2,995New
Jacobs Levy Equity Management, Inc2,998$215.7K0.00%+2,998New
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.3,007$216.3K0.04%00.0%Unchanged
IFG Advisory, LLC3,027$217.0K0.02%−6,363−67.8%Reduced
Seed Wealth Management, Inc.3,018$217.2K0.25%+3,018New
Rosenberg Matthew Hamilton3,023$217.5K0.07%+205+7.3%Added
Founders Capital Management, LLC3,040$218.7K0.06%00.0%Unchanged
Firestone Capital Management3,047$219.2K0.08%−10−0.3%Reduced
Total Wealth Planning, LLC3,054$219.7K0.05%00.0%Unchanged
Doheny Asset Management3,059$220.0K0.26%−870−22.1%Reduced
Beacon Capital Management, LLC3,058$220.0K0.07%+487+18.9%Added
Texas Capital Bank Wealth Management Services Inc3,059$220.1K0.03%−21−0.7%Reduced
German American Bancorp, Inc.3,062$220.3K0.03%00.0%Unchanged
Key Client Fiduciary Advisors, LLC3,063$220.4K0.15%+3,063New
Vantage Consulting Group Inc3,072$221.0K0.13%−590−16.1%Reduced
Syntax Advisors, LLC3,072$221.0K0.18%−590−16.1%Reduced
Altus Wealth Group LLC3,076$221.3K0.17%+3,076New
Salomon & Ludwin, LLC3,083$221.8K0.03%+3,083New
Engrave Wealth Partners LLC3,076$221.9K0.08%+227+8.0%Added
Annapolis Financial Services, LLC3,086$222.0K0.07%−110−3.4%Reduced
Aveo Capital Partners, LLC3,087$222.1K0.03%−349−10.2%Reduced
Stewart & Patten Co LLC3,091$222.4K0.04%00.0%Unchanged
Per Stirling Capital Management, LLC.3,096$222.8K0.04%+3,096New
Atticus Wealth Management, LLC3,097$222.9K0.09%−185−5.6%Reduced
Wayfinding Financial, LLC3,507$223.0K0.18%−423−10.8%Reduced
Northstar Asset Management LLC3,100$223.0K0.07%00.0%Unchanged
NBW Capital LLC3,121$224.6K0.06%+3,121New
McKinley Carter Wealth Services, Inc.3,123$224.7K0.02%−351−10.1%Reduced