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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 3,125 | $224.8K | 0.03% | −1,115−26.3% | Reduced |
| Glassman Wealth Services | 3,140 | $225.9K | 0.04% | +270+9.4% | Added |
| Signature Estate & Investment Advisors LLC | 3,149 | $227.0K | 0.01% | −137,162−97.8% | Reduced |
| Global Assets Advisory, LLC | 3,157 | $227.1K | 0.24% | +248+8.5% | Added |
| Financial Consulate, Inc | 3,160 | $227.4K | 0.08% | 00.0% | Unchanged |
| Summitry LLC | 3,166 | $227.8K | 0.02% | −136−4.1% | Reduced |
| Brainard Capital Management LLC | 3,170 | $228.1K | 0.19% | +3,170 | New |
| Brown Capital Management LLC | 3,177 | $228.6K | 0.00% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,186 | $229.2K | 0.08% | +20+0.6% | Added |
| Rock Creek Group, LP | 3,187 | $229.3K | 0.03% | −776−19.6% | Reduced |
| Boltwood Capital Management | 3,188 | $229.3K | 0.09% | −40−1.2% | Reduced |
| Aua Capital Management, LLC | 3,192 | $229.7K | 0.16% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 3,193 | $229.7K | 0.13% | +71+2.3% | Added |
| Seascape Capital Management | 3,199 | $230.0K | 0.13% | −744−18.9% | Reduced |
| DCM Advisors, LLC | 3,197 | $230.0K | 0.11% | −170−5.0% | Reduced |
| RW Investment Management LLC | 3,198 | $230.1K | 0.09% | +3,198 | New |
| Punch & Associates Investment Management, Inc. | 3,200 | $230.2K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,194 | $230.3K | 0.03% | −880−21.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,206 | $230.7K | 0.13% | +3,206 | New |
| Tranquility Partners, LLC | 3,225 | $232.0K | 0.12% | −300−8.5% | Reduced |
| Traphagen Investment Advisors LLC | 3,225 | $232.1K | 0.04% | +123+4.0% | Added |
| Long Run Wealth Advisors, LLC | 3,236 | $232.8K | 0.08% | −823−20.3% | Reduced |
| Morris Financial Concepts, Inc. | 3,240 | $233.1K | 0.19% | +10.0% | Added |
| Cornerstone Wealth Group, LLC | 3,244 | $233.4K | 0.04% | +29+0.9% | Added |
| MainStreet Investment Advisors LLC | 3,245 | $233.5K | 0.03% | −560−14.7% | Reduced |
| Tyler-Stone Wealth Management | 3,248 | $234.0K | 0.16% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,257 | $234.3K | 0.07% | −67−2.0% | Reduced |
| Patten Group, Inc. | 3,267 | $235.1K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,280 | $236.0K | 0.06% | +13+0.4% | Added |
| Suvretta Capital Management, LLC | 3,280 | $236.0K | 0.01% | +3,280 | New |
| Rock Point Advisors, LLC | 3,285 | $236.0K | 0.08% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 3,285 | $236.4K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,285 | $236.4K | 0.15% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,286 | $236.4K | 0.12% | +3,286 | New |
| Kennedy Investment Group | 3,295 | $237.0K | 0.15% | +3,295 | New |
| TNF LLC | 3,184 | $237.3K | 0.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,303 | $237.7K | 0.04% | −69−2.0% | Reduced |
| Sunflower Bank, N.A. | 3,306 | $238.0K | 0.05% | −311−8.6% | Reduced |
| Keystone Financial Group | 3,310 | $238.2K | 0.05% | +20+0.6% | Added |
| Cadent Capital Advisors, LLC | 3,314 | $238.4K | 0.14% | +23+0.7% | Added |
| Zullo Investment Group, Inc. | 3,319 | $238.8K | 0.15% | +16+0.5% | Added |
| MBL Wealth, LLC | 3,341 | $240.0K | 0.05% | −40−1.2% | Reduced |
| AMJ Financial Wealth Management | 3,338 | $240.2K | 0.14% | +3,338 | New |
| Matrix Private Capital Group LLC | 3,349 | $241.0K | 0.16% | −62−1.8% | Reduced |
| Machina Capital S.A.S. | 3,349 | $241.0K | 0.45% | +3,349 | New |
| Pegasus Partners Ltd. | 3,350 | $241.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Retirement Group, Inc. | 3,358 | $241.6K | 0.07% | +3,358 | New |
| TFG Advisers LLC | 3,360 | $241.8K | 0.12% | +56+1.7% | Added |
| Pinnacle Bancorp, Inc. | 3,364 | $242.0K | 0.09% | +55+1.7% | Added |
| Edge Capital Group, LLC | 3,364 | $242.0K | 0.02% | −279−7.7% | Reduced |
| Simon Quick Advisors, LLC | 3,373 | $242.7K | 0.03% | +3,373 | New |
| Castleview Partners, LLC | 3,385 | $243.5K | 0.24% | +531+18.6% | Added |
| Bank Hapoalim BM | 3,391 | $244.0K | 0.03% | −920−21.3% | Reduced |
| Wealth Management Associates, Inc. | 3,402 | $244.7K | 0.16% | −56−1.6% | Reduced |
| Amica Retiree Medical Trust | 3,401 | $245.0K | 0.31% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,407 | $245.1K | 0.17% | +3,407 | New |
| Advisory Alpha, LLC | 3,407 | $245.2K | 0.02% | +16+0.5% | Added |
| Colton Groome Financial Advisors, LLC | 3,421 | $246.1K | 0.12% | −19−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 3,428 | $246.7K | 0.00% | −421−10.9% | Reduced |
| Pring Turner Capital Group Inc | 3,440 | $247.5K | 0.27% | +3,440 | New |
| Lokken Investment Group LLC | 3,450 | $248.2K | 0.20% | +17+0.5% | Added |
| Montz Harcus Wealth Management LLC | 3,467 | $249.4K | 0.25% | +20+0.6% | Added |
| Hartford Funds Management Co LLC | 3,496 | $251.5K | 0.03% | +3,496 | New |
| Cassady Schiller Wealth Management, LLC | 3,500 | $251.8K | 0.15% | −962−21.6% | Reduced |
| Vanguard Capital Wealth Advisors | 3,500 | $251.8K | 0.29% | +3,500 | New |
| Laird Norton Trust Company, LLC | 3,501 | $251.9K | 0.04% | +3,501 | New |
| Sandbox Financial Partners, LLC | 3,502 | $252.0K | 0.17% | +205+6.2% | Added |
| Westshore Wealth, LLC | 3,507 | $252.3K | 0.14% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,508 | $252.4K | 0.20% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 3,515 | $252.9K | 0.07% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,512 | $253.0K | 0.09% | +100+2.9% | Added |
| AlphaCentric Advisors LLC | 3,518 | $253.1K | 0.25% | +3,518 | New |
| Sage Mountain Advisors LLC | 3,565 | $256.5K | 0.06% | +3,565 | New |
| Keel Point, LLC | 3,572 | $257.0K | 0.04% | +743+26.3% | Added |
| Callan Capital, LLC | 3,575 | $257.2K | 0.03% | +3,575 | New |
| Arbor Trust Wealth Advisors, LLC | 3,580 | $257.6K | 0.18% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,585 | $257.9K | 0.16% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 3,582 | $258.0K | 0.07% | −2,653−42.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,607 | $259.0K | 0.09% | −242−6.3% | Reduced |
| S.E.E.D. Planning Group LLC | 3,600 | $259.0K | 0.11% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,615 | $260.1K | 0.02% | −339−8.6% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,620 | $260.5K | 0.17% | +3,620 | New |
| Howard Wealth Management, LLC | 3,638 | $261.8K | 0.21% | −40−1.1% | Reduced |
| Texas Capital Bancshares Inc | 3,646 | $262.3K | 0.18% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,646 | $262.4K | 0.22% | −80−2.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,649 | $262.5K | 0.09% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 3,654 | $262.9K | 0.02% | −92−2.5% | Reduced |
| Brave Asset Management Inc | 3,659 | $263.3K | 0.09% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 3,664 | $263.6K | 0.05% | +385+11.7% | Added |
| Revolve Wealth Partners, LLC | 3,665 | $263.7K | 0.08% | +772+26.7% | Added |
| Beck Bode, LLC | 3,669 | $264.0K | 0.06% | −135−3.5% | Reduced |
| Greenwich Wealth Management LLC | 3,675 | $264.0K | 0.03% | +221+6.4% | Added |
| Alliance Wealth Advisors, LLC | 3,671 | $264.1K | 0.22% | −1,115−23.3% | Reduced |
| MA Private Wealth | 3,674 | $264.3K | 0.06% | +8+0.2% | Added |
| JT Stratford LLC | 3,694 | $265.8K | 0.08% | +78+2.2% | Added |
| Skba Capital Management LLC | 3,700 | $266.2K | 0.05% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,702 | $266.4K | 0.05% | +87+2.4% | Added |
| Trinity Financial Advisors LLC | 3,710 | $266.9K | 0.18% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 3,706 | $267.0K | 0.15% | +11+0.3% | Added |
| DeDora Capital, Inc. | 3,715 | $267.3K | 0.13% | +3+0.1% | Added |