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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 5,183 | $372.9K | 0.21% | +22+0.4% | Added |
| Richard W. Paul & Associates, LLC | 5,184 | $373.0K | 0.19% | +5,184 | New |
| Intrinsic Value Partners, LLC | 5,186 | $373.0K | 0.51% | −2,230−30.1% | Reduced |
| Bray Capital Advisors | 5,186 | $373.1K | 0.12% | +30+0.6% | Added |
| Exeter Financial, LLC | 5,198 | $374.0K | 0.19% | 00.0% | Unchanged |
| Washington Capital Management Inc | 5,200 | $374.1K | 0.34% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,210 | $375.0K | 0.11% | +5,210 | New |
| Coastal Bridge Advisors, LLC | 5,221 | $375.7K | 0.11% | −3,794−42.1% | Reduced |
| Freedom Day Solutions, LLC | 5,233 | $376.5K | 0.19% | −869−14.2% | Reduced |
| Sterneck Capital Management, LLC | 5,257 | $378.2K | 0.25% | 00.0% | Unchanged |
| First National Bank | 5,282 | $380.0K | 0.32% | −380−6.7% | Reduced |
| 3Chopt Investment Partners, LLC | 5,288 | $380.5K | 0.21% | +5,288 | New |
| Bridgeworth, LLC | 5,300 | $381.3K | 0.06% | −622−10.5% | Reduced |
| Full Sail Capital, LLC | 5,311 | $382.1K | 0.04% | +995+23.1% | Added |
| Verity Asset Management, Inc. | 5,317 | $382.6K | 0.33% | −1,340−20.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,319 | $382.7K | 0.03% | +310+6.2% | Added |
| V Wealth Advisors LLC | 5,323 | $382.9K | 0.08% | +262+5.2% | Added |
| Blackston Financial Advisory Group, LLC | 5,319 | $383.0K | 0.28% | −373−6.6% | Reduced |
| Meridian Investment Counsel Inc. | 5,327 | $383.0K | 0.15% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,333 | $383.7K | 0.30% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,342 | $384.4K | 0.05% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,268 | $384.6K | 0.11% | −38−0.7% | Reduced |
| Cowen and Company, LLC | 5,349 | $384.9K | 0.04% | −8,710−62.0% | Reduced |
| Riverview Trust Co | 5,367 | $386.0K | 0.37% | −657−10.9% | Reduced |
| KB Financial Partners, LLC | 5,360 | $386.0K | 0.13% | +432+8.8% | Added |
| Pine Haven Investment Counsel, Inc | 5,371 | $386.4K | 0.42% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,389 | $387.8K | 0.29% | −185−3.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,391 | $387.9K | 0.33% | +5,391 | New |
| Smith Shellnut Wilson LLC | 5,405 | $388.9K | 0.24% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 5,412 | $389.0K | 0.44% | +753+16.2% | Added |
| MBA Advisors LLC | 5,415 | $389.6K | 0.25% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,417 | $389.8K | 0.12% | −1,463−21.3% | Reduced |
| Leuthold Group, LLC | 5,457 | $392.6K | 0.05% | −80−1.4% | Reduced |
| E Fund Management Co., Ltd. | 5,465 | $393.0K | 0.03% | −717−11.6% | Reduced |
| Adams Asset Advisors, LLC | 5,500 | $395.7K | 0.05% | −10−0.2% | Reduced |
| Mattern Wealth Management LLC | 5,500 | $395.8K | 0.16% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,500 | $396.0K | 0.24% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,506 | $396.2K | 0.09% | +1,256+29.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $397.7K | 0.29% | +5,527 | New |
| DAGCO, Inc. | 5,530 | $397.9K | 0.23% | −145−2.6% | Reduced |
| Lavaca Capital LLC | 5,453 | $398.2K | 0.16% | −127−2.3% | Reduced |
| First International Bank & Trust | 5,542 | $399.0K | 0.14% | +57+1.0% | Added |
| Tranquilli Financial Advisor LLC | 5,548 | $399.2K | 0.30% | +55+1.0% | Added |
| RBA Wealth Management, LLC | 5,557 | $399.8K | 0.21% | −54,015−90.7% | Reduced |
| OneAscent Financial Services LLC | 5,553 | $400.0K | 0.17% | −1,480−21.0% | Reduced |
| Zimmermann Investment Management & Planning LLC | 5,560 | $400.0K | 0.23% | +5,560 | New |
| Parcion Private Wealth LLC | 5,579 | $401.4K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,580 | $401.5K | 0.02% | −583−9.5% | Reduced |
| Kidder Stephen W | 5,581 | $401.6K | 0.15% | +5,581 | New |
| Morningstar Investment Management LLC | 5,602 | $403.0K | 0.07% | +5,602 | New |
| Grove Bank & Trust | 5,630 | $405.0K | 0.09% | −6,785−54.7% | Reduced |
| ICA Group Wealth Management, LLC | 5,645 | $406.4K | 0.10% | −2,258−28.6% | Reduced |
| Forte Capital LLC | 5,667 | $407.8K | 0.07% | +790+16.2% | Added |
| OneAscent Wealth Management LLC | 5,690 | $409.0K | 0.19% | +8+0.1% | Added |
| Wallace Advisory Group, LLC | 5,694 | $409.7K | 0.32% | +5,694 | New |
| Magnus Financial Group LLC | 5,695 | $409.7K | 0.07% | +709+14.2% | Added |
| GHP Investment Advisors, Inc. | 5,699 | $410.0K | 0.03% | +86+1.5% | Added |
| Round Rock Advisors, LLC | 5,713 | $411.1K | 0.17% | +969+20.4% | Added |
| Overbrook Management Corp | 5,740 | $413.0K | 0.12% | 00.0% | Unchanged |
| First National Advisers, LLC | 5,751 | $414.0K | 0.53% | +2,549+79.6% | Added |
| Twin Focus Capital Partners, LLC | 5,755 | $414.1K | 0.09% | +41+0.7% | Added |
| EverSource Wealth Advisors, LLC | 5,755 | $414.1K | 0.06% | +1,622+39.2% | Added |
| Fort, L.P. | 5,766 | $414.9K | 0.63% | −2,160−27.3% | Reduced |
| Southeast Asset Advisors Inc. | 5,778 | $415.7K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,787 | $416.0K | 0.06% | +27+0.5% | Added |
| IMA Wealth, Inc. | 5,782 | $416.0K | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,800 | $417.3K | 0.16% | +200+3.6% | Added |
| Jarislowsky, Fraser Ltd | 5,805 | $417.7K | 0.00% | −120−2.0% | Reduced |
| SRB Corp | 5,814 | $418.0K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 5,813 | $418.2K | 0.09% | +10+0.2% | Added |
| AFS Financial Group, LLC | 5,816 | $418.4K | 0.30% | +5,816 | New |
| Journey Strategic Wealth LLC | 5,839 | $420.0K | 0.05% | +30+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 5,850 | $420.9K | 0.31% | −80−1.3% | Reduced |
| Bedel Financial Consulting, Inc. | 5,854 | $421.2K | 0.10% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,856 | $421.3K | 0.22% | +5,856 | New |
| Hall Capital Management Co Inc | 5,865 | $422.0K | 0.25% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,873 | $422.5K | 0.10% | −521−8.1% | Reduced |
| Fort Sheridan Advisors LLC | 5,875 | $422.7K | 0.14% | −116−1.9% | Reduced |
| Focused Wealth Management, Inc | 5,875 | $422.7K | 0.09% | +16+0.3% | Added |
| Thrive Wealth Management, LLC | 5,887 | $423.5K | 0.12% | +609+11.5% | Added |
| Amussen Hunsaker Associates LLC | 5,896 | $424.2K | 0.12% | 00.0% | Unchanged |
| Capital Square, LLC | 5,900 | $424.6K | 0.38% | −138−2.3% | Reduced |
| Colonial Trust Advisors | 5,901 | $424.6K | 0.05% | −674−10.3% | Reduced |
| Lantz Financial LLC | 5,902 | $424.6K | 0.19% | −1,138−16.2% | Reduced |
| Hamel Associates, Inc. | 5,912 | $425.4K | 0.15% | −590−9.1% | Reduced |
| Hudock, Inc. | 5,917 | $425.8K | 0.15% | +10.0% | Added |
| PDS Planning, Inc | 5,928 | $426.5K | 0.07% | +77+1.3% | Added |
| Rosenbaum Jay D. | 5,961 | $428.9K | 0.93% | +581+10.8% | Added |
| Ascent Wealth Partners, LLC | 5,965 | $429.2K | 0.09% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,965 | $429.2K | 0.22% | +5,965 | New |
| SNS Financial Group, LLC | 5,971 | $429.6K | 0.06% | +264+4.6% | Added |
| Blueshift Asset Management, LLC | 5,977 | $430.0K | 0.20% | +5,977 | New |
| Hohimer Wealth Management, LLC | 5,984 | $430.5K | 0.14% | −10,590−63.9% | Reduced |
| S.C. Financial Services, Inc. | 5,987 | $430.8K | 0.66% | +539+9.9% | Added |
| Community Capital Management, Inc. | 6,000 | $431.7K | 0.56% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,000 | $431.7K | 0.23% | +300+5.3% | Added |
| Live Oak Private Wealth LLC | 6,001 | $431.8K | 0.09% | −1,600−21.0% | Reduced |
| IMS Capital Management | 6,035 | $434.2K | 0.28% | −3,242−34.9% | Reduced |
| Triad Financial Advisors, Inc. | 6,040 | $434.6K | 0.19% | −78−1.3% | Reduced |
| IFG Advisors, LLC | 6,044 | $434.9K | 0.19% | 00.0% | Unchanged |