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 |
|---|---|---|---|---|---|
| Grant/GrossMendelsohn, LLC | 3,669 | $267.9K | 0.14% | −739−16.8% | Reduced |
| Merriman Wealth Management, LLC | 3,723 | $267.9K | 0.01% | +220+6.3% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,726 | $268.1K | 0.26% | +3,726 | New |
| Keebeck Wealth Management, LLC | 3,729 | $268.3K | 0.05% | +81+2.2% | Added |
| Probity Advisors, Inc. | 3,740 | $269.1K | 0.06% | −560−13.0% | Reduced |
| Vicus Capital | 3,747 | $269.6K | 0.03% | −76−2.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,757 | $270.3K | 0.23% | +2+0.1% | Added |
| Quad-Cities Investment Group, LLC | 3,764 | $270.8K | 0.20% | −329−8.0% | Reduced |
| Camden National Bank | 3,764 | $271.0K | 0.06% | −433−10.3% | Reduced |
| Kearns & Associates LLC | 3,770 | $271.3K | 0.29% | +3,770 | New |
| Deuterium Capital Management, LLC | 3,773 | $271.5K | 0.81% | +3,773 | New |
| Norris Perne & French LLP | 3,783 | $272.2K | 0.03% | −3,421−47.5% | Reduced |
| Ellenbecker Investment Group | 3,807 | $273.0K | 0.08% | +16+0.4% | Added |
| Benjamin Edwards Inc | 3,795 | $273.0K | 0.07% | +285+8.1% | Added |
| Murphy Pohlad Asset Management LLC | 3,803 | $273.6K | 0.11% | +550+16.9% | Added |
| Pacific Sage Partners, LLC | 3,805 | $273.8K | 0.09% | +3,805 | New |
| Paragon Capital Management Ltd | 3,806 | $273.9K | 0.07% | +4+0.1% | Added |
| Paradigm Asset Management Co LLC | 3,808 | $274.0K | 0.08% | −51,240−93.1% | Reduced |
| Dillon & Associates Inc | 3,805 | $274.0K | 0.06% | −150−3.8% | Reduced |
| TriaGen Wealth Management LLC | 3,825 | $275.2K | 0.15% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,837 | $276.1K | 0.06% | +306+8.7% | Added |
| CFO4Life, L.P. | 3,837 | $276.1K | 0.06% | +3,837 | New |
| Atlas Wealth LLC | 3,840 | $276.3K | 0.07% | +3,840 | New |
| Perennial Investment Advisors, LLC | 3,871 | $278.5K | 0.11% | +443+12.9% | Added |
| Sandy Cove Advisors, LLC | 3,875 | $278.8K | 0.22% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,886 | $279.6K | 0.09% | −45−1.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,887 | $279.7K | 0.08% | −37−0.9% | Reduced |
| Saratoga Research & Investment Management | 3,901 | $280.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,900 | $281.0K | 0.16% | +3,900 | New |
| Westover Capital Advisors, LLC | 3,906 | $281.0K | 0.11% | +174+4.7% | Added |
| Menard Financial Group LLC | 3,906 | $281.0K | 0.67% | +3,906 | New |
| Howard Capital Management Group, LLC | 3,924 | $282.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,925 | $282.4K | 0.15% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,927 | $282.5K | 0.04% | −491−11.1% | Reduced |
| Walker Asset Management, LLC | 3,928 | $282.6K | 0.25% | −135−3.3% | Reduced |
| Endurance Wealth Management, Inc. | 3,937 | $283.0K | 0.04% | +12+0.3% | Added |
| Warther Private Wealth, LLC | 3,945 | $283.8K | 0.21% | −46−1.2% | Reduced |
| WSFS Capital Management, LLC | 3,953 | $284.4K | 0.03% | +3,953 | New |
| Wealthquest Corp | 3,959 | $284.9K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 3,963 | $285.1K | 0.04% | −862−17.9% | Reduced |
| Ssi Investment Management LLC | 3,970 | $285.6K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,981 | $286.0K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,997 | $287.6K | 0.05% | −964−19.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,018 | $289.1K | 0.09% | +46+1.2% | Added |
| Diversified, LLC | 4,019 | $289.1K | 0.11% | +369+10.1% | Added |
| Core Alternative Capital | 4,019 | $289.2K | 0.04% | +2,653+194.2% | Added |
| Orser Capital Management, LLC | 4,030 | $290.0K | 0.42% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,031 | $290.0K | 0.01% | −316−7.3% | Reduced |
| TrueWealth Advisors, LLC | 4,039 | $290.6K | 0.13% | −249−5.8% | Reduced |
| StrategIQ Financial Group, LLC | 4,050 | $291.4K | 0.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 4,054 | $291.7K | 0.05% | +21+0.5% | Added |
| Basepoint Wealth LLC | 4,067 | $292.6K | 0.26% | +19+0.5% | Added |
| NEIRG Wealth Management, LLC | 4,069 | $292.8K | 0.05% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 4,076 | $293.3K | 0.04% | +6+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,083 | $293.8K | 0.16% | −19−0.5% | Reduced |
| Global Trust Asset Management, LLC | 4,095 | $294.6K | 0.15% | −15−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 4,111 | $295.8K | 0.02% | −934−18.5% | Reduced |
| Petrus Trust Company, LTA | 4,119 | $296.4K | 0.04% | +4,119 | New |
| Asset Allocation & Management Company, LLC | 4,142 | $298.0K | 0.12% | −1,571−27.5% | Reduced |
| Fortune 45 LLC | 4,146 | $298.3K | 0.33% | +20+0.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,150 | $298.6K | 0.03% | −12−0.3% | Reduced |
| Symphony Financial, Ltd. Co. | 4,118 | $299.0K | 0.08% | +83+2.1% | Added |
| Wedgewood Partners Inc | 4,175 | $300.0K | 0.06% | −1,250−23.0% | Reduced |
| Curi Capital | 4,171 | $300.1K | 0.04% | +4,171 | New |
| Integrated Investment Consultants, LLC | 4,192 | $301.6K | 0.10% | +245+6.2% | Added |
| Byrne Asset Management LLC | 4,195 | $301.8K | 0.22% | −1,144−21.4% | Reduced |
| First Citizens Financial Corp | 4,198 | $302.0K | 0.26% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 4,213 | $303.1K | 0.11% | 00.0% | Unchanged |
| Alerus Financial NA | 4,218 | $303.5K | 0.03% | +4,218 | New |
| RWM Asset Management, LLC | 4,228 | $304.2K | 0.07% | +178+4.4% | Added |
| FSM Wealth Advisors, LLC | 4,232 | $304.5K | 0.22% | −1,144−21.3% | Reduced |
| Hartline Investment Corp | 4,238 | $304.9K | 0.07% | +4,238 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 4,243 | $305.3K | 0.29% | +4,243 | New |
| Hendershot Investments Inc. | 4,251 | $305.9K | 0.05% | −198−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,252 | $306.0K | 0.03% | +7+0.2% | Added |
| DF Dent & Co Inc | 4,257 | $306.3K | 0.00% | +484+12.8% | Added |
| Abbot Financial Management, Inc. | 4,260 | $306.5K | 0.21% | +425+11.1% | Added |
| Strategic Blueprint, LLC | 4,288 | $308.5K | 0.04% | +693+19.3% | Added |
| Riverwater Partners LLC | 4,292 | $308.8K | 0.26% | −2,003−31.8% | Reduced |
| Green Harvest Asset Management LLC | 4,296 | $309.1K | 0.01% | +4,296 | New |
| Colonial River Wealth Management, LLC | 4,297 | $309.2K | 0.20% | +214+5.2% | Added |
| Keb Asset Management, LLC | 4,300 | $309.4K | 0.16% | −24−0.6% | Reduced |
| Doliver Advisors, LP | 4,303 | $309.6K | 0.10% | 00.0% | Unchanged |
| Towercrest Capital Management | 4,307 | $309.9K | 0.07% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,313 | $310.3K | 0.10% | +74+1.7% | Added |
| Condor Capital Management | 4,318 | $310.7K | 0.04% | +58+1.4% | Added |
| National Wealth Management Group, LLC | 4,328 | $311.4K | 0.37% | +4,328 | New |
| Alpha Family Trust | 4,330 | $311.5K | 0.28% | +4,330 | New |
| Hutchinson Capital Management | 4,350 | $313.0K | 0.08% | +13+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 4,358 | $313.6K | 0.17% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 4,386 | $315.6K | 0.31% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,387 | $315.6K | 0.08% | +4,387 | New |
| Diversified Portfolios, Inc. | 4,405 | $316.9K | 0.07% | −3,786−46.2% | Reduced |
| Clean Yield Group | 4,408 | $317.2K | 0.14% | +482+12.3% | Added |
| Lakeview Capital Partners, LLC | 4,410 | $317.7K | 0.10% | −376−7.9% | Reduced |
| Optas, LLC | 4,418 | $317.9K | 0.13% | −223−4.8% | Reduced |
| CVA Family Office, LLC | 4,422 | $318.1K | 0.08% | −307−6.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,424 | $318.3K | 0.07% | +4,424 | New |
| Financial Management Professionals, Inc. | 4,427 | $319.0K | 0.07% | +499+12.7% | Added |
| Wakefield Asset Management LLLP | 4,439 | $319.4K | 0.14% | +4,439 | New |