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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 4,447 | $320.0K | 0.03% | −23,487−84.1% | Reduced |
| Narus Financial Partners, LLC | 4,456 | $320.6K | 0.19% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,469 | $321.5K | 0.18% | +1,003+28.9% | Added |
| Monterey Private Wealth, Inc. | 4,473 | $321.9K | 0.17% | −322−6.7% | Reduced |
| Invst, LLC | 4,432 | $322.0K | 0.05% | −11−0.2% | Reduced |
| Tiedemann Advisors, LLC | 4,478 | $322.2K | 0.02% | +155+3.6% | Added |
| Tiemann Investment Advisors, LLC | 4,481 | $322.4K | 0.19% | +250+5.9% | Added |
| Kathmere Capital Management, LLC | 4,481 | $322.4K | 0.06% | +4,481 | New |
| Hummer Financial Advisory Services Inc | 4,500 | $323.8K | 0.36% | −225−4.8% | Reduced |
| Beta Wealth Group, Inc. | 4,500 | $323.8K | 0.22% | +4,500 | New |
| Spinnaker Investment Group, LLC | 4,527 | $325.7K | 0.12% | +150+3.4% | Added |
| Sugarloaf Wealth Management, LLC | 4,529 | $325.9K | 0.08% | −894−16.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,541 | $326.7K | 0.10% | +1,384+43.8% | Added |
| Premier Asset Management LLC | 4,541 | $326.7K | 0.41% | −757−14.3% | Reduced |
| West Branch Capital LLC | 4,543 | $326.8K | 0.20% | +8+0.2% | Added |
| West Oak Capital, LLC | 4,540 | $327.0K | 0.17% | −550−10.8% | Reduced |
| Covestor Ltd | 4,544 | $327.0K | 0.27% | −441−8.8% | Reduced |
| Oak Harvest Investment Services | 4,552 | $327.5K | 0.09% | −149−3.2% | Reduced |
| Waycross Partners, LLC | 4,557 | $328.0K | 0.12% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,559 | $328.0K | 0.02% | +853+23.0% | Added |
| Asio Capital, LLC | 4,562 | $328.2K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,562 | $328.3K | 0.09% | +867+23.5% | Added |
| Itau Unibanco Holding S.A. | 4,564 | $328.8K | 0.01% | −70,261−93.9% | Reduced |
| Great Diamond Partners, LLC | 4,573 | $329.0K | 0.10% | +31+0.7% | Added |
| Schrum Private Wealth Management LLC | 4,578 | $329.4K | 0.39% | 00.0% | Unchanged |
| BCS Wealth Management | 4,582 | $330.0K | 0.14% | −541−10.6% | Reduced |
| Options Solutions, LLC | 4,600 | $331.0K | 0.47% | −100−2.1% | Reduced |
| WPWealth LLP | 4,607 | $331.5K | 0.17% | +4,607 | New |
| Woodley Farra Manion Portfolio Management Inc | 4,607 | $331.5K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,621 | $332.0K | 0.12% | −248−5.1% | Reduced |
| Wimmer Associates 1, LLC | 4,640 | $333.8K | 0.22% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,646 | $334.3K | 0.10% | +806+21.0% | Added |
| CMG Global Holdings, LLC | 4,649 | $334.5K | 0.32% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,651 | $334.6K | 0.18% | −4,037−46.5% | Reduced |
| Aurora Private Wealth, Inc. | 4,660 | $335.0K | 0.38% | +306+7.0% | Added |
| TCG Advisory Services, LLC | 4,663 | $335.5K | 0.13% | −38−0.8% | Reduced |
| Secure Asset Management, LLC | 4,666 | $335.7K | 0.12% | +41+0.9% | Added |
| Everhart Financial Group, Inc. | 4,672 | $336.1K | 0.17% | −1,639−26.0% | Reduced |
| Contravisory Investment Management, Inc. | 4,677 | $336.5K | 0.09% | +4,677 | New |
| Winthrop Advisory Group LLC | 4,694 | $337.7K | 0.06% | +10.0% | Added |
| WestHill Financial Advisors, Inc. | 4,697 | $337.9K | 0.11% | +500+11.9% | Added |
| Cypress Wealth Services, LLC | 4,699 | $338.1K | 0.11% | +114+2.5% | Added |
| Intrua Financial, LLC | 4,595 | $338.9K | 0.08% | −753−14.1% | Reduced |
| Agate Pass Investment Management, LLC | 4,724 | $339.9K | 0.24% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,734 | $340.6K | 0.11% | +20.0% | Added |
| Windsor Group LTD | 4,671 | $341.0K | 0.07% | −26−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 4,813 | $341.8K | 0.08% | −59−1.2% | Reduced |
| Hall Laurie J Trustee | 4,760 | $342.0K | 0.15% | −100−2.1% | Reduced |
| American National Bank | 4,764 | $343.0K | 0.07% | +777+19.5% | Added |
| Meitav Dash Investments Ltd | 4,776 | $343.6K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,777 | $343.8K | 0.07% | +790+19.8% | Added |
| Onyx Bridge Wealth Group LLC | 4,714 | $344.1K | 0.14% | −269−5.4% | Reduced |
| Columbus Macro, LLC | 4,784 | $344.2K | 0.13% | −140−2.8% | Reduced |
| Inscription Capital, LLC | 4,796 | $345.1K | 0.12% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 4,805 | $345.7K | 0.34% | +4,805 | New |
| Gradient Capital Advisors, LLC | 4,809 | $346.0K | 0.16% | −24−0.5% | Reduced |
| First Business Financial Services, Inc. | 4,818 | $347.0K | 0.05% | −25−0.5% | Reduced |
| Chiron Investment Management, LLC | 4,824 | $347.1K | 0.08% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,832 | $347.7K | 0.07% | +4,832 | New |
| Wall Street Access Asset Management, LLC | 4,833 | $347.7K | 0.26% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 4,835 | $347.9K | 0.14% | +34+0.7% | Added |
| Trust Co of Oklahoma | 4,841 | $348.3K | 0.14% | +10.0% | Added |
| Financial Partners Capital Management LLC | 4,847 | $348.7K | 0.08% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4,858 | $349.5K | 0.20% | +788+19.4% | Added |
| Corrigan Financial, Inc. | 4,860 | $349.7K | 0.13% | −36−0.7% | Reduced |
| Fagan Associates, Inc. | 4,864 | $350.0K | 0.09% | 00.0% | Unchanged |
| Joule Financial, LLC | 4,874 | $350.7K | 0.23% | +4,874 | New |
| Financial Advisors, LLC | 4,878 | $351.0K | 0.10% | −680−12.2% | Reduced |
| Lathrop Investment Management Corp | 4,872 | $351.0K | 0.08% | −218−4.3% | Reduced |
| Northwest Bancshares, Inc. | 4,885 | $351.5K | 0.07% | −1,490−23.4% | Reduced |
| Edgestream Partners, L.P. | 4,886 | $351.5K | 0.04% | −10,422−68.1% | Reduced |
| Core Wealth Partners LLC | 2,507 | $352.8K | 0.44% | +2,507 | New |
| Atlas Private Wealth Management | 4,904 | $352.8K | 0.16% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 4,927 | $354.5K | 0.07% | +4,927 | New |
| Two Sigma Securities, LLC | 4,927 | $354.5K | 0.05% | −3,384−40.7% | Reduced |
| Koss-Olinger Consulting, LLC | 4,940 | $355.0K | 0.05% | +1,358+37.9% | Added |
| Weaver Consulting Group | 4,939 | $355.4K | 0.18% | −635−11.4% | Reduced |
| LS Investment Advisors, LLC | 4,975 | $358.0K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 4,976 | $358.0K | 0.49% | −196−3.8% | Reduced |
| Boothbay Fund Management, LLC | 4,988 | $358.9K | 0.01% | −52,106−91.3% | Reduced |
| Harbor Advisors LLC | 5,000 | $359.8K | 0.09% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 5,005 | $360.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 5,082 | $361.0K | 0.11% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,021 | $361.2K | 0.03% | −25,860−83.7% | Reduced |
| Quent Capital, LLC | 5,034 | $362.2K | 0.07% | +281+5.9% | Added |
| Commons Capital, LLC | 5,037 | $362.4K | 0.60% | +22+0.4% | Added |
| Stonehearth Capital Management, LLC | 5,043 | $362.8K | 0.20% | +2,176+75.9% | Added |
| Eudaimonia Advisors LLC | 5,049 | $363.3K | 0.25% | −87−1.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 5,051 | $363.4K | 0.30% | +5,051 | New |
| Legal Advantage Investments, Inc. | 5,057 | $363.9K | 0.30% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,074 | $365.1K | 1.08% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 5,075 | $365.2K | 0.03% | +300+6.3% | Added |
| MONECO Advisors, LLC | 5,088 | $366.1K | 0.13% | +6+0.1% | Added |
| Fairview Capital Investment Management, LLC | 5,090 | $366.2K | 0.03% | −100−1.9% | Reduced |
| Burt Wealth Advisors | 5,118 | $368.2K | 0.12% | +207+4.2% | Added |
| Royal Capital Wealth Management, LLC | 5,135 | $369.0K | 0.39% | +3+0.1% | Added |
| Carson Advisory Inc. | 5,140 | $369.9K | 0.35% | +500+10.8% | Added |
| Innovis Asset Management LLC | 5,173 | $372.2K | 0.17% | +5,173 | New |
| Prentice Wealth Management LLC | 5,181 | $372.8K | 0.19% | +283+5.8% | Added |
| Cahaba Wealth Management, Inc. | 5,183 | $372.9K | 0.05% | +4+0.1% | Added |